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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
BABYLON HLDGS LTD *W EXP 10/21/202 G07031118 451 843,949 SH   SOLE N/A 843,949 0 0
EURONAV NV SHS B38564108 6,523 617,162 SH   SOLE N/A 617,162 0 0
DIAMONDBACK ENERGY INC COM 25278X109 11,103 81,000 SH   SOLE N/A 81,000 0 0
META PLATFORMS INC CL A 30303M102 23,223 104,439 SH   SOLE N/A 104,439 0 0
FERGUSON PLC NEW SHS G3421J106 17,781 132,576 SH   SOLE N/A 132,576 0 0
FRANCO NEV CORP COM 351858105 34,148 214,065 SH   SOLE N/A 214,065 0 0
PIVOTAL HOLDINGS CORP *W EXP 01/19/202 G7315C119 2,091 3,074,358 SH   SOLE N/A 3,074,358 0 0
ALPHABET INC CAP STK CL C 02079K107 37,806 13,536 SH   SOLE N/A 13,536 0 0
SPROTT PHYSICAL SILVER TR TR UNIT 85207K107 2,942 335,412 SH   SOLE N/A 335,412 0 0
ROYAL GOLD INC COM 780287108 30,897 218,694 SH   SOLE N/A 218,694 0 0
SEABRIDGE GOLD INC COM 811916105 5,045 272,705 SH   SOLE N/A 272,705 0 0
TEXAS PACIFIC LAND CORPORATI COM 88262P102 6,625 4,900 SH   SOLE N/A 4,900 0 0
AMAZON COM INC COM 023135106 9,780 3,000 SH Put SOLE N/A 3,000 0 0
ISHARES TR MSCI EAFE ETF 464287465 220,800 3,000,000 SH Put SOLE N/A 3,000,000 0 0
ISHARES INC MSCI EURZONE ETF 464286608 93,031 2,150,000 SH Put SOLE N/A 2,150,000 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106 31,236 814,500 SH Call SOLE N/A 814,500 0 0
GLOBAL X FDS GLOBAL X SILVER 37954Y848 3,837 105,500 SH Call SOLE N/A 105,500 0 0
ISHARES SILVER TR ISHARES 46428Q109 19,736 862,600 SH Call SOLE N/A 862,600 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 303,954 673,000 SH Put SOLE N/A 673,000 0 0
TESLA INC COM 88160R101 3,233 3,000 SH Put SOLE N/A 3,000 0 0