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
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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
ABBVIE INC COM 00287Y109   143 885 SH   SOLE   885 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   4,543 17,025 SH   SOLE   17,025 0 0
AGNICO EAGLE MINES LTD COM 008474108   18,097 348,081 SH   SOLE   348,081 0 0
AIRBNB INC COM CL A 009066101   43 500 SH   SOLE   500 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101   169 2,000 SH   SOLE   2,000 0 0
ALPHABET INC CAP STK CL A 02079K305   10,182 115,400 SH   SOLE   115,400 0 0
ALPHABET INC CAP STK CL C 02079K107   1,420 16,000 SH   SOLE   16,000 0 0
A-MARK PRECIOUS METALS INC COM 00181T107   361 10,400 SH   SOLE   10,400 0 0
AMAZON COM INC COM 023135106   10,307 122,700 SH   SOLE   122,700 0 0
APPLE INC COM 037833100   7,224 55,600 SH   SOLE   55,600 0 0
B2GOLD CORP COM 11777Q209   96 27,000 SH   SOLE   27,000 0 0
BARRICK GOLD CORP COM 067901108   653 38,000 SH   SOLE   38,000 0 0
BATH & BODY WORKS INC COM 070830104   67 1,600 SH   SOLE   1,600 0 0
THE BEAUTY HEALTH COMPANY COM CL A 88331L108   55 6,000 SH   SOLE   6,000 0 0
BIONTECH SE SPONSORED ADS 09075V102   195 1,300 SH   SOLE   1,300 0 0
BUNGE LIMITED COM G16962105   369 3,700 SH   SOLE   3,700 0 0
CAMPBELL SOUP CO COM 134429109   7,060 124,400 SH   SOLE   124,400 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107   117 2,045 SH   SOLE   2,045 0 0
CATALYST PHARMACEUTICALS INC COM 14888U101   198 10,650 SH   SOLE   10,650 0 0
CECO ENVIRONMENTAL CORP COM 125141101   105 9,000 SH   SOLE   9,000 0 0
COSTCO WHSL CORP NEW COM 22160K105   153 335 SH   SOLE   335 0 0
COUPANG INC CL A 22266T109   49 3,339 SH   SOLE   3,339 0 0
COUSINS PPTYS INC COM NEW 222795502   10,083 398,700 SH   SOLE   398,700 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   295 2,800 SH   SOLE   2,800 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506   2,405 27,500 SH   SOLE   27,500 0 0
EOG RES INC COM 26875P101   10,582 81,700 SH   SOLE   81,700 0 0
EQUITY COMWLTH COM SH BEN INT 294628102   10,762 431,000 SH   SOLE   431,000 0 0
EXPEDIA GROUP INC COM NEW 30212P303   48 550 SH   SOLE   550 0 0
EXXON MOBIL CORP COM 30231G102   11,107 100,700 SH   SOLE   100,700 0 0
FIGS INC CL A 30260D103   24 3,500 SH   SOLE   3,500 0 0
GLOBAL X FDS GLOBAL X SILVER 37954Y848   211 7,500 SH   SOLE   7,500 0 0
GLOBAL X FDS GLOBAL X URANIUM 37954Y871   55 2,716 SH   SOLE   2,716 0 0
GOLD FIELDS LTD SPONSORED ADR 38059T106   176 17,000 SH   SOLE   17,000 0 0
HF SINCLAIR CORP COM 403949100   208 4,000 SH   SOLE   4,000 0 0
HOST HOTELS & RESORTS INC COM 44107P104   1,613 100,500 SH   SOLE   100,500 0 0
IAMGOLD CORP COM 450913108   77 29,866 SH   SOLE   29,866 0 0
INMODE LTD SHS M5425M103   336 9,400 SH   SOLE   9,400 0 0
ISHARES TR 20 YR TR BD ETF 464287432   398 4,000 SH   SOLE   4,000 0 0
ISHARES TR 7-10 YR TRSY BD 464287440   718 7,500 SH   SOLE   7,500 0 0
ISHARES GOLD TR ISHARES NEW 464285204   949 27,450 SH   SOLE   27,450 0 0
ISHARES INC MSCI AGRICULTURE 464286350   2,415 56,350 SH   SOLE   56,350 0 0
ISHARES TR MSCI EAFE ETF 464287465   177 2,700 SH   SOLE   2,700 0 0
ISHARES INC MSCI GBL ETF NEW 46434G848   1,665 40,600 SH   SOLE   40,600 0 0
ISHARES TR MSCI USA MMENTM 46432F396   175 1,200 SH   SOLE   1,200 0 0
ISHARES TR RUS 2000 VAL ETF 464287630   166 1,200 SH   SOLE   1,200 0 0
ISHARES TR RUS 1000 VAL ETF 464287598   174 1,150 SH   SOLE   1,150 0 0
SMUCKER J M CO COM NEW 832696405   4,057 25,600 SH   SOLE   25,600 0 0
KINDER MORGAN INC DEL COM 49456B101   8,498 470,000 SH   SOLE   470,000 0 0
KRANESHARES TR GLOBAL CARB STRA 500767678   91 2,500 SH   SOLE   2,500 0 0
KROGER CO COM 501044101   134 3,000 SH   SOLE   3,000 0 0
LINDSAY CORP COM 535555106   244 1,500 SH   SOLE   1,500 0 0
LOGITECH INTL S A SHS H50430232   44 700 SH   SOLE   700 0 0
LULULEMON ATHLETICA INC COM 550021109   96 300 SH   SOLE   300 0 0
MARATHON OIL CORP COM 565849106   4,804 177,450 SH   SOLE   177,450 0 0
MCKESSON CORP COM 58155Q103   146 390 SH   SOLE   390 0 0
MERCK & CO INC COM 58933Y105   171 1,545 SH   SOLE   1,545 0 0
MICROSOFT CORP COM 594918104   10,276 42,850 SH   SOLE   42,850 0 0
MICROSTRATEGY INC CL A NEW 594972408   354 2,500 SH   SOLE   2,500 0 0
MOSAIC CO NEW COM 61945C103   3,751 85,500 SH   SOLE   85,500 0 0
MP MATERIALS CORP COM CL A 553368101   114 4,700 SH   SOLE   4,700 0 0
NEW FORTRESS ENERGY INC COM CL A 644393100   369 8,700 SH   SOLE   8,700 0 0
NEWMONT CORP COM 651639106   11,932 252,800 SH   SOLE   252,800 0 0
NIKE INC CL B 654106103   498 4,257 SH   SOLE   4,257 0 0
NOKIA CORP SPONSORED ADR 654902204   60 12,865 SH   SOLE   12,865 0 0
OCCIDENTAL PETE CORP COM 674599105   8,019 127,300 SH   SOLE   127,300 0 0
PALO ALTO NETWORKS INC COM 697435105   181 1,300 SH   SOLE   1,300 0 0
PERFICIENT INC COM 71375U101   70 1,000 SH   SOLE   1,000 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408   75 7,000 SH   SOLE   7,000 0 0
PHILLIPS 66 COM 718546104   5,672 54,500 SH   SOLE   54,500 0 0
POPULAR INC COM NEW 733174700   60 900 SH   SOLE   900 0 0
PROGYNY INC COM 74340E103   78 2,500 SH   SOLE   2,500 0 0
PROSHARES TR SHORT QQQ NEW 74347B714   3,606 245,000 SH   SOLE   245,000 0 0
RANGE RES CORP COM 75281A109   5,717 228,500 SH   SOLE   228,500 0 0
RAYONIER INC COM 754907103   4,160 126,200 SH   SOLE   126,200 0 0
RICHARDSON ELECTRS LTD COM 763165107   224 10,500 SH   SOLE   10,500 0 0
SANDSTORM GOLD LTD COM NEW 80013R206   295 56,000 SH   SOLE   56,000 0 0
SANOFI SPONSORED ADR 80105N105   10,392 214,575 SH   SOLE   214,575 0 0
SAREPTA THERAPEUTICS INC COM 803607100   138 1,065 SH   SOLE   1,065 0 0
SIGNET JEWELERS LIMITED SHS G81276100   97 1,425 SH   SOLE   1,425 0 0
SILVERCREST METALS INC COM 828363101   102 17,000 SH   SOLE   17,000 0 0
SSR MNG INC COM 784730103   172 11,000 SH   SOLE   11,000 0 0
SUNCOR ENERGY INC NEW COM 867224107   482 15,200 SH   SOLE   15,200 0 0
TECK RESOURCES LTD CL B 878742204   8,197 216,750 SH   SOLE   216,750 0 0
CALLAWAY GOLF CO COM 131193104   79 4,025 SH   SOLE   4,025 0 0
TRANSOCEAN LTD REG SHS H8817H100   319 70,000 SH   SOLE   70,000 0 0
ULTA BEAUTY INC COM 90384S303   56 120 SH   SOLE   120 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102   179 645 SH   SOLE   645 0 0
VERRA MOBILITY CORP COM 92511U102   152 11,000 SH   SOLE   11,000 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100   2,479 8,585 SH   SOLE   8,585 0 0
VICTORIAS SECRET AND CO COMMON STOCK 926400102   19 533 SH   SOLE   533 0 0
DISNEY WALT CO COM 254687106   152 1,749 SH   SOLE   1,749 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104   62 6,509 SH   SOLE   6,509 0 0
WILLIAMS SONOMA INC COM 969904101   38 335 SH   SOLE   335 0 0
YETI HLDGS INC COM 98585X104   50 1,200 SH   SOLE   1,200 0 0