The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AGNICO EAGLE MINES LTD COM 008474108   8,040 177,830 SH   SOLE   177,830 0 0
ALAMOS GOLD INC COM 011532108   1,135 167,900 SH   SOLE   167,900 0 0
ALEXCO RESOURCE CORP COM 01535P106   110 75,822 SH   SOLE   75,822 0 0
ALIO GOLD INC COM 01627X108   1,698 383,330 SH   SOLE   383,330 0 0
ALMADEN MINERALS LTD CL B COM 020283305   1,877 1,632,594 SH   SOLE   1,632,594 0 0
ALPS ETF TR ALERIAN MLP COM 00162Q866   267 23,811 SH   SOLE   23,811 0 0
ALPS ETF TR SPROTT GOLD MINERS COM 00162Q643   230 11,145 SH   SOLE   11,145 0 0
AMGEN INC COM 031162100   4,773 25,600 SH   SOLE   25,600 0 0
APPLE INC COM 037833100   12,642 82,030 SH   SOLE   82,030 0 0
ARTISAN PARTNERS ASSET MGMT CL A COM 04316A108   6,194 190,000 SH   SOLE   190,000 0 0
ASANKO GOLD INC COM 04341Y105   127 133,579 SH   SOLE   133,579 0 0
AURYN RES INC COM 05208W108   581 259,300 SH   SOLE   259,300 0 0
B2GOLD CORP COM 11777Q209   3,346 1,194,883 SH   SOLE   1,194,883 0 0
BARCLAYS BK PLC IPATH S&P500 VIX COM 06746L422   240 6,125 SH   SOLE   6,125 0 0
BARRICK GOLD CORP COM 067901108   1,038 64,530 SH   SOLE   64,530 0 0
BERKSHIRE HATHAWAY INC CL B COM 084670702   5,518 30,100 SH   SOLE   30,100 0 0
BUCKLE INC COM 118440106   4,297 255,000 SH   SOLE   255,000 0 0
CAL MAINE FOODS INC COM 128030202   10,009 243,526 SH   SOLE   243,526 0 0
CAMECO CORP COM 13321L108   645 66,650 SH   SOLE   66,650 0 0
CARBO CERAMICS INC COM 140781105   2,762 320,000 SH   SOLE   320,000 0 0
CENTRAL FD CDA LTD CL A COM 153501101   20,356 1,606,640 SH   SOLE   1,606,640 0 0
CENTURY CMNTYS INC COM 156504300   1,606 65,000 SH   SOLE   65,000 0 0
CIRRUS LOGIC INC COM 172755100   6,398 120,000 SH   SOLE   120,000 0 0
DENISON MINES CORP COM 248356107   18 39,013 SH   SOLE   39,013 0 0
DIREXION DLY JR GOLD 3X COM 25460E877   818 14,500 SH   SOLE   14,500 0 0
DOMINION DIAMOND CORP COM 257287102   247 17,400 SH   SOLE   17,400 0 0
DRDGOLD LIMITED SPON ADR COM 26152H301   38 10,000 SH   SOLE   10,000 0 0
ELDORADO GOLD CORP COM 284902103   39 17,750 SH   SOLE   17,750 0 0
ELECTRUM SPL ACQUISITION WT G3105C112   198 618,634 SH   SOLE   618,634 0 0
EMX RTY CORP COM 26873J107   6,849 8,151,621 SH   SOLE   8,151,621 0 0
ENERGY FUELS INC WT 292671179   180 277,778 SH   SOLE   277,778 0 0
EXXON MOBIL CORP COM 30231G102   6,239 76,100 SH   SOLE   76,100 0 0
FEDERATED INVS INC PA CL B COM 314211103   6,831 230,000 SH   SOLE   230,000 0 0
FIRST MAJESTIC SILVER CORP COM 32076V103   395 57,760 SH   SOLE   57,760 0 0
FORTUNA SILVER MINES INC COM 349915108   3,144 717,900 SH   SOLE   717,900 0 0
FRANCO NEVADA CORP COM 351858105   8,385 108,217 SH   SOLE   108,217 0 0
FRANKLIN RES INC COM 354613101   12,396 278,500 SH   SOLE   278,500 0 0
FREEPORT-MCMORAN INC CL B COM 35671D857   199 14,200 SH   SOLE   14,200 0 0
FRP HLDGS INC COM 30292L107   4,321 95,500 SH   SOLE   95,500 0 0
GAMESTOP CORP COM 36467W109   9,194 445,000 SH   SOLE   445,000 0 0
GARMIN LTD COM H2906T109   4,749 88,000 SH   SOLE   88,000 0 0
GENTEX CORP COM 371901109   9,999 505,000 SH   SOLE   505,000 0 0
GLADSTONE INVT CORP COM 376546107   161 17,000 SH   SOLE   17,000 0 0
GLOBAL X URANIUM COM 37954Y871   346 26,000 SH   SOLE   26,000 0 0
GOLD STD VENTURES CORP COM 380738104   131 80,900 SH   SOLE   80,900 0 0
GOLDCORP INC COM 380956409   396 30,527 SH   SOLE   30,527 0 0
GREAT PANTHER SILVER LTD COM 39115V101   66 53,442 SH   SOLE   53,442 0 0
HELMERICH & PAYNE INC COM 423452101   7,666 147,112 SH   SOLE   147,112 0 0
INDUSTRIAS BACHOCO SAB DE SPON ADR COM 456463108   5,913 88,914 SH   SOLE   88,914 0 0
INTERNATIONAL TOWER HILL MINES COM 46050R102   34 63,500 SH   SOLE   63,500 0 0
ISHARES GOLD TRUST COM 464285105   194 15,764 SH   SOLE   15,764 0 0
ISHARES 1-3 YR TREASURY BOND COM 464287457   202 2,394 SH   SOLE   2,394 0 0
ISHARES 20 YR TREASURY BOND COM 464287432   247 1,981 SH   SOLE   1,981 0 0
KENNEDY-WILSON HLDGS INC COM 489398107   10,742 579,102 SH   SOLE   579,102 0 0
KINROSS GOLD CORP COM 496902404   97 22,970 SH   SOLE   22,970 0 0
KIRKLAND LAKE GOLD LTD COM 49741E100   3,612 279,529 SH   SOLE   279,529 0 0
KLONDEX MNS LTD COM 498696103   74 20,345 SH   SOLE   20,345 0 0
LAM RESEARCH CORP COM 512807108   7,032 38,000 SH   SOLE   38,000 0 0
MAG SILVER CORP COM 55903Q104   3,400 302,770 SH   SOLE   302,770 0 0
MARATHON OIL CORP COM 565849106   194 14,310 SH   SOLE   14,310 0 0
MARCUS & MILLICHAP INC COM 566324109   2,969 110,000 SH   SOLE   110,000 0 0
MKS INSTRUMENT INC COM 55306N104   5,998 63,500 SH   SOLE   63,500 0 0
MOUNTAIN PROV DIAMONDS INC COM 62426E402   1,371 428,583 SH   SOLE   428,583 0 0
NEVSUN RES LTD COM 64156L101   7,449 3,417,048 SH   SOLE   3,417,048 0 0
NEW GOLD INC CDA COM 644535106   1,705 459,450 SH   SOLE   459,450 0 0
NEW GOLD INC CDA CALL 644535906   391 105,300 SH   SOLE   105,300 0 0
NEWMONT MINING CORP COM 651639106   319 8,505 SH   SOLE   8,505 0 0
NEXGEN ENERGY LTD COM 65340P106   482 217,300 SH   SOLE   217,300 0 0
NORTHERN DYNASTY MINERALS COM 66510M204   29 16,000 SH   SOLE   16,000 0 0
OASIS PETE INC COM 674215108   162 17,800 SH   SOLE   17,800 0 0
OSISKO GOLD ROYALTIES LTD COM 68827L101   810 62,735 SH   SOLE   62,735 0 0
PAN AMERICAN SILVER CORP COM 697900108   4,374 256,550 SH   SOLE   256,550 0 0
PLATINUM GROUP METALS LTD COM 72765Q601   162 396,335 SH   SOLE   396,335 0 0
POWERSHS DB AGRICUL FD COM 73936B408   607 32,000 SH   SOLE   32,000 0 0
PRETIUM RES INC COM 74139C102   7,201 777,619 SH   SOLE   777,619 0 0
RANDGOLD RES LTD ADR COM 752344309   8,153 83,485 SH   SOLE   83,485 0 0
RICHMONT MINES INC COM 76547T106   2,035 217,700 SH   SOLE   217,700 0 0
ROYAL GOLD INC COM 780287108   2,822 32,797 SH   SOLE   32,797 0 0
SANDERSON FARMS INC COM 800013104   8,026 50,000 SH   SOLE   50,000 0 0
SANDSTORM GOLD LTD COM 80013R206   11,919 2,625,352 SH   SOLE   2,625,352 0 0
SEABRIDGE GOLD INC COM 811916105   4,713 386,300 SH   SOLE   386,300 0 0
SPDR GOLD TRUST CALL 78463V907   36,729 302,100 SH   SOLE   302,100 0 0
SPROTT FOCUS TR INC COM 85208J109   475 61,454 SH   SOLE   61,454 0 0
SPROTT PHYSICAL GOLD TRUST COM 85207H104   1,316 126,094 SH   SOLE   126,094 0 0
SPROTT PHYSICAL PLAT PALLAD COM 85207Q104   774 91,300 SH   SOLE   91,300 0 0
SPROTT PHYSICAL SILVER TRUST COM 85207K107   660 105,050 SH   SOLE   105,050 0 0
SSR MNG INC COM 784730103   365 34,400 SH   SOLE   34,400 0 0
SUNCOR ENERGY INC COM 867224107   232 6,634 SH   SOLE   6,634 0 0
SYNTEL INC COM 87162H103   6,288 320,000 SH   SOLE   320,000 0 0
TAHOE RES INC COM 873868103   112 21,234 SH   SOLE   21,234 0 0
TEUCRIUM COMMODITY TR CORN FD COM 88166A102   242 13,700 SH   SOLE   13,700 0 0
TEUCRIUM COMMODITY TR WHEAT FD COM 88166A508   270 41,000 SH   SOLE   41,000 0 0
THOR INDS INC COM 885160101   7,177 57,000 SH   SOLE   57,000 0 0
UNITED STATES STL CORP COM 912909108   319 12,450 SH   SOLE   12,450 0 0
URANIUM ENERGY CORP COM 916896103   407 294,811 SH   SOLE   294,811 0 0
VANECK VECTORS ETF TR JR GOLD MINERS CALL 92189F901   15,710 467,700 SH   SOLE   467,700 0 0
VANECK VECTORS ETF TR GOLD MINERS CALL 92189F906   12,587 548,200 SH   SOLE   548,200 0 0
VANECK VECTORS ETF TR GOLD MINERS COM 92189F106   4,160 181,206 SH   SOLE   181,206 0 0
VANGUARD LONG TERM BOND COM 921937793   245 2,615 SH   SOLE   2,615 0 0
VISTA GOLD CORP COM 927926303   33 43,166 SH   SOLE   43,166 0 0
WESTERN DIGITAL CORP COM 958102105   9,374 108,500 SH   SOLE   108,500 0 0
WESTLAKE CHEM CORP COM 960413102   8,351 100,500 SH   SOLE   100,500 0 0
WILLIAMS SONOMA INC COM 969904101   3,191 64,000 SH   SOLE   64,000 0 0
YAMANA GOLD INC COM 98462Y100   105 39,750 SH   SOLE   39,750 0 0