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
ADOBE SYSTEMS INCORPORATED COM 00724F101   612 1,200 SH   SOLE   1,200 0 0
AGCO CORP COM 001084102   63 530 SH   SOLE   530 0 0
AGNICO EAGLE MINES LTD COM 008474108   14,986 329,733 SH   SOLE   329,733 0 0
AIRBNB INC COM CL A 009066101   69 500 SH   SOLE   500 0 0
ALLISON TRANSMISSION HLDGS I COM 01973R101   100 1,690 SH   SOLE   1,690 0 0
ALPHABET INC CAP STK CL C 02079K107   2,110 16,000 SH   SOLE   16,000 0 0
A-MARK PRECIOUS METALS INC COM 00181T107   164 5,600 SH   SOLE   5,600 0 0
AMAZON COM INC COM 023135106   16,711 131,460 SH   SOLE   131,460 0 0
APPLE INC COM 037833100   9,125 53,300 SH   SOLE   53,300 0 0
ARGENX SE SPONSORED ADR 04016X101   57 116 SH   SOLE   116 0 0
AXON ENTERPRISE INC COM 05464C101   408 2,050 SH   SOLE   2,050 0 0
BARRICK GOLD CORP COM 067901108   146 10,000 SH   SOLE   10,000 0 0
BATH & BODY WORKS INC COM 070830104   54 1,600 SH   SOLE   1,600 0 0
THE BEAUTY HEALTH COMPANY COM CL A 88331L108   36 6,000 SH   SOLE   6,000 0 0
BLADE AIR MOBILITY INC CL A COM 092667104   65 25,000 SH   SOLE   25,000 0 0
BORGWARNER INC COM 099724106   62 1,540 SH   SOLE   1,540 0 0
CELESTICA INC SUB VTG SHS 15101Q108   392 16,000 SH   SOLE   16,000 0 0
COSTCO WHSL CORP NEW COM 22160K105   189 335 SH   SOLE   335 0 0
COUPANG INC CL A 22266T109   57 3,339 SH   SOLE   3,339 0 0
COUSINS PPTYS INC COM NEW 222795502   9,368 459,900 SH   SOLE   459,900 0 0
CRISPR THERAPEUTICS AG NAMEN AKT H17182108   49 1,075 SH   SOLE   1,075 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   452 2,700 SH   SOLE   2,700 0 0
DONNELLEY FINL SOLUTIONS INC COM 25787G100   141 2,500 SH   SOLE   2,500 0 0
EATON CORP PLC SHS G29183103   363 1,700 SH   SOLE   1,700 0 0
E L F BEAUTY INC COM 26856L103   384 3,500 SH   SOLE   3,500 0 0
EOG RES INC COM 26875P101   10,103 79,700 SH   SOLE   79,700 0 0
EXXON MOBIL CORP COM 30231G102   11,605 98,700 SH   SOLE   98,700 0 0
FEDEX CORP COM 31428X106   68 257 SH   SOLE   257 0 0
FIGS INC CL A 30260D103   21 3,500 SH   SOLE   3,500 0 0
GLOBAL X FDS GLOBAL X URANIUM 37954Y871   73 2,716 SH   SOLE   2,716 0 0
GOLD FIELDS LTD SPONSORED ADR 38059T106   174 16,000 SH   SOLE   16,000 0 0
ALPHABET INC CAP STK CL A 02079K305   15,847 121,100 SH   SOLE   121,100 0 0
HOST HOTELS & RESORTS INC COM 44107P104   1,615 100,500 SH   SOLE   100,500 0 0
IAMGOLD CORP COM 450913108   64 29,866 SH   SOLE   29,866 0 0
IDEXX LABS INC COM 45168D104   112 255 SH   SOLE   255 0 0
INMODE LTD SHS M5425M103   334 10,965 SH   SOLE   10,965 0 0
ISHARES GOLD TR ISHARES NEW 464285204   960 27,450 SH   SOLE   27,450 0 0
KINDER MORGAN INC DEL COM 49456B101   7,544 455,000 SH   SOLE   455,000 0 0
KONINKLIJKE PHILIPS N V NY REGIS SHS NEW 500472303   2,052 102,900 SH   SOLE   102,900 0 0
KRANESHARES TR CALIFORNIA CARB 500767553   484 17,000 SH   SOLE   17,000 0 0
KRANESHARES TR GLOBAL CARB STRA 500767678   90 2,500 SH   SOLE   2,500 0 0
LANTHEUS HLDGS INC COM 516544103   452 6,500 SH   SOLE   6,500 0 0
LULULEMON ATHLETICA INC COM 550021109   116 300 SH   SOLE   300 0 0
MARATHON OIL CORP COM 565849106   4,747 177,450 SH   SOLE   177,450 0 0
MATCH GROUP INC NEW COM 57667L107   196 5,000 SH   SOLE   5,000 0 0
MCKESSON CORP COM 58155Q103   120 275 SH   SOLE   275 0 0
MERCK & CO INC COM 58933Y105   159 1,545 SH   SOLE   1,545 0 0
MICROSOFT CORP COM 594918104   13,530 42,850 SH   SOLE   42,850 0 0
MICROSTRATEGY INC CL A NEW 594972408   1,034 3,150 SH   SOLE   3,150 0 0
MP MATERIALS CORP COM CL A 553368101   13 700 SH   SOLE   700 0 0
NET POWER INC COM CL A 64107A105   302 20,000 SH   SOLE   20,000 0 0
NEWMONT CORP COM 651639106   9,045 244,800 SH   SOLE   244,800 0 0
NIKE INC CL B 654106103   407 4,257 SH   SOLE   4,257 0 0
NNN REIT INC COM 637417106   2,753 77,900 SH   SOLE   77,900 0 0
NVENT ELECTRIC PLC SHS G6700G107   185 3,500 SH   SOLE   3,500 0 0
OCCIDENTAL PETE CORP COM 674599105   8,973 138,300 SH   SOLE   138,300 0 0
PALO ALTO NETWORKS INC COM 697435105   410 1,750 SH   SOLE   1,750 0 0
PERFICIENT INC COM 71375U101   58 1,000 SH   SOLE   1,000 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408   105 7,000 SH   SOLE   7,000 0 0
PHILLIPS 66 COM 718546104   6,548 54,500 SH   SOLE   54,500 0 0
PROGYNY INC COM 74340E103   85 2,500 SH   SOLE   2,500 0 0
PROSHARES TR BITCOIN STRATE 74347G440   249 18,000 SH   SOLE   18,000 0 0
PROSHARES TR SHRT RUSSELL2000 74348A210   2,542 105,000 SH   SOLE   105,000 0 0
PROSHARES TR II ULTRASHORT YEN N 74347W569   907 12,075 SH   SOLE   12,075 0 0
RAYONIER INC COM 754907103   3,592 126,200 SH   SOLE   126,200 0 0
ROKU INC COM CL A 77543R102   720 10,200 SH   SOLE   10,200 0 0
SANOFI SPONSORED ADR 80105N105   176 3,275 SH   SOLE   3,275 0 0
SMART GLOBAL HLDGS INC SHS G8232Y101   292 12,000 SH   SOLE   12,000 0 0
TECK RESOURCES LTD CL B 878742204   8,930 207,250 SH   SOLE   207,250 0 0
ULTA BEAUTY INC COM 90384S303   64 160 SH   SOLE   160 0 0
VAIL RESORTS INC COM 91879Q109   333 1,500 SH   SOLE   1,500 0 0
VEEVA SYS INC CL A COM 922475108   47 232 SH   SOLE   232 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100   2,930 8,425 SH   SOLE   8,425 0 0
VICTORIAS SECRET AND CO COMMON STOCK 926400102   9 533 SH   SOLE   533 0 0
DISNEY WALT CO COM 254687106   142 1,749 SH   SOLE   1,749 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104   71 6,509 SH   SOLE   6,509 0 0
WISDOMTREE TR JP SMALLCP DIV 97717W836   1,693 24,550 SH   SOLE   24,550 0 0
WW INTL INC COM 98262P101   863 78,000 SH   SOLE   78,000 0 0
YETI HLDGS INC COM 98585X104   58 1,200 SH   SOLE   1,200 0 0