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   656 1,100 SH   SOLE   1,100 0 0
AEROVIRONMENT INC COM 008073108   189 1,500 SH   SOLE   1,500 0 0
AGCO CORP COM 001084102   64 530 SH   SOLE   530 0 0
AGNICO EAGLE MINES LTD COM 008474108   17,921 326,733 SH   SOLE   326,733 0 0
AIRBNB INC COM CL A 009066101   68 500 SH   SOLE   500 0 0
ALPHABET INC CAP STK CL C 02079K107   2,255 16,000 SH   SOLE   16,000 0 0
A-MARK PRECIOUS METALS INC COM 00181T107   169 5,600 SH   SOLE   5,600 0 0
AMAZON COM INC COM 023135106   19,792 130,260 SH   SOLE   130,260 0 0
APPLE INC COM 037833100   10,262 53,300 SH   SOLE   53,300 0 0
ARGENX SE SPONSORED ADR 04016X101   44 116 SH   SOLE   116 0 0
AXON ENTERPRISE INC COM 05464C101   530 2,050 SH   SOLE   2,050 0 0
BATH & BODY WORKS INC COM 070830104   69 1,600 SH   SOLE   1,600 0 0
BLADE AIR MOBILITY INC CL A COM 092667104   88 25,000 SH   SOLE   25,000 0 0
CASEYS GEN STORES INC COM 147528103   769 2,800 SH   SOLE   2,800 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104   1,700 11,125 SH   SOLE   11,125 0 0
CONSTRUCTION PARTNERS INC COM CL A 21044C107   631 14,500 SH   SOLE   4,500 0 0
COSTCO WHSL CORP NEW COM 22160K105   221 335 SH   SOLE   335 0 0
COUPANG INC CL A 22266T109   54 3,339 SH   SOLE   3,339 0 0
COUSINS PPTYS INC COM NEW 222795502   4,098 168,300 SH   SOLE   168,300 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   689 2,700 SH   SOLE   2,700 0 0
DIVERSIFIED HEALTHCARE TR COM SH BEN INT 25525P107   206 55,000 SH   SOLE   55,000 0 0
DONNELLEY FINL SOLUTIONS INC COM 25787G100   156 2,500 SH   SOLE   2,500 0 0
EATON CORP PLC SHS G29183103   819 3,400 SH   SOLE   3,400 0 0
EOG RES INC COM 26875P101   9,640 79,700 SH   SOLE   79,700 0 0
EXXON MOBIL CORP COM 30231G102   9,498 95,000 SH   SOLE   95,000 0 0
FEDEX CORP COM 31428X106   65 257 SH   SOLE   257 0 0
GLOBAL X FDS GLOBAL X URANIUM 37954Y871   75 2,716 SH   SOLE   2,716 0 0
GOLD FIELDS LTD SPONSORED ADR 38059T106   87 6,000 SH   SOLE   6,000 0 0
ALPHABET INC CAP STK CL A 02079K305   16,916 121,100 SH   SOLE   121,100 0 0
HOST HOTELS & RESORTS INC COM 44107P104   1,957 100,500 SH   SOLE   100,500 0 0
IDEXX LABS INC COM 45168D104   142 255 SH   SOLE   255 0 0
ISHARES GOLD TR ISHARES NEW 464285204   1,071 27,450 SH   SOLE   27,450 0 0
KINDER MORGAN INC DEL COM 49456B101   8,026 455,000 SH   SOLE   455,000 0 0
KONINKLIJKE PHILIPS N V NY REGIS SHS NEW 500472303   2,401 102,900 SH   SOLE   102,900 0 0
KRANESHARES TR CALIFORNIA CARB 500767553   513 17,000 SH   SOLE   17,000 0 0
KRANESHARES TR GLOBAL CARB STRA 500767678   91 2,500 SH   SOLE   2,500 0 0
LULULEMON ATHLETICA INC COM 550021109   153 300 SH   SOLE   300 0 0
MARATHON OIL CORP COM 565849106   4,287 177,450 SH   SOLE   177,450 0 0
MCKESSON CORP COM 58155Q103   127 275 SH   SOLE   275 0 0
MERCK & CO INC COM 58933Y105   168 1,545 SH   SOLE   1,545 0 0
MICROSOFT CORP COM 594918104   16,113 42,850 SH   SOLE   42,850 0 0
MICROSTRATEGY INC CL A NEW 594972408   1,674 2,650 SH   SOLE   2,650 0 0
MP MATERIALS CORP COM CL A 553368101   14 700 SH   SOLE   700 0 0
NEW FORTRESS ENERGY INC COM CL A 644393100   377 10,000 SH   SOLE   10,000 0 0
NEWMONT CORP COM 651639106   10,132 244,800 SH   SOLE   244,800 0 0
NIKE INC CL B 654106103   462 4,257 SH   SOLE   4,257 0 0
NNN REIT INC COM 637417106   3,357 77,900 SH   SOLE   77,900 0 0
OCCIDENTAL PETE CORP COM 674599105   7,500 125,600 SH   SOLE   125,600 0 0
ORASURE TECHNOLOGIES INC COM 68554V108   205 25,000 SH   SOLE   25,000 0 0
PALO ALTO NETWORKS INC COM 697435105   516 1,750 SH   SOLE   1,750 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408   112 7,000 SH   SOLE   7,000 0 0
PHILLIPS 66 COM 718546104   10,318 77,500 SH   SOLE   77,500 0 0
PROGYNY INC COM 74340E103   93 2,500 SH   SOLE   2,500 0 0
PROSHARES TR BITCOIN STRATE 74347G440   779 38,000 SH   SOLE   38,000 0 0
PROSHARES TR SHRT RUSSELL2000 74348A210   2,213 105,000 SH   SOLE   105,000 0 0
PROSHARES TR II ULTRASHORT YEN N 74347W569   2,236 32,425 SH   SOLE   32,425 0 0
RAYONIER INC COM 754907103   4,216 126,200 SH   SOLE   126,200 0 0
ROKU INC COM CL A 77543R102   321 3,500 SH   SOLE   3,500 0 0
SEMLER SCIENTIFIC INC COM 81684M104   177 4,000 SH   SOLE   4,000 0 0
ULTA BEAUTY INC COM 90384S303   90 183 SH   SOLE   160 0 0
UNISYS CORP COM NEW 909214306   112 20,000 SH   SOLE   20,000 0 0
UNITY SOFTWARE INC COM 91332U101   204 5,000 SH   SOLE   5,000 0 0
UNIVERSAL TECHNICAL INST INC COM 913915104   188 15,000 SH   SOLE   15,000 0 0
UPWORK INC COM 91688F104   580 39,000 SH   SOLE   14,000 0 0
VANECK ETF TRUST JUNIOR GOLD MINE 92189F791   455 12,000 SH   SOLE   12,000 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100   3,428 8,425 SH   SOLE   8,425 0 0
DISNEY WALT CO COM 254687106   158 1,749 SH   SOLE   1,749 0 0
WISDOMTREE TR JP SMALLCP DIV 97717W836   1,839 24,550 SH   SOLE   24,550 0 0
YETI HLDGS INC COM 98585X104   62 1,200 SH   SOLE   1,200 0 0