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   1,262 2,500 SH   SOLE   2,500 0 0
AGNICO EAGLE MINES LTD COM 008474108   19,370 324,733 SH   SOLE   324,733 0 0
AIRBNB INC COM CL A 009066101   82 500 SH   SOLE   500 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   159 2,200 SH   SOLE   2,200 0 0
ALLISON TRANSMISSION HLDGS I COM 01973R101   112 1,375 SH   SOLE   1,375 0 0
ALPHABET INC CAP STK CL A 02079K305   7,637 50,600 SH   SOLE   50,600 0 0
A-MARK PRECIOUS METALS INC COM 00181T107   172 5,600 SH   SOLE   5,600 0 0
AMAZON COM INC COM 023135106   23,235 128,810 SH   SOLE   128,810 0 0
APPLE INC COM 037833100   9,140 53,300 SH   SOLE   53,300 0 0
ARCH CAP GROUP LTD ORD G0450A105   2,036 22,025 SH   SOLE   22,025 0 0
ARK 21SHARES BITCOIN ETF SHS BEN INT 040919102   2,697 38,000 SH   SOLE   38,000 0 0
AXON ENTERPRISE INC COM 05464C101   751 2,400 SH   SOLE   2,400 0 0
BATH & BODY WORKS INC COM 070830104   80 1,600 SH   SOLE   1,600 0 0
BLADE AIR MOBILITY INC CL A COM 092667104   71 25,000 SH   SOLE   25,000 0 0
CAMECO CORP COM 13321L108   433 10,000 SH   SOLE   10,000 0 0
CASEYS GEN STORES INC COM 147528103   860 2,700 SH   SOLE   2,700 0 0
CATERPILLAR INC COM 149123101   134 365 SH   SOLE   365 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104   3,649 22,250 SH   SOLE   22,250 0 0
COINBASE GLOBAL INC COM CL A 19260Q107   345 1,300 SH   SOLE   1,300 0 0
CONSTELLATION ENERGY CORP COM 21037T109   832 4,500 SH   SOLE   4,500 0 0
COSTCO WHSL CORP NEW COM 22160K105   154 210 SH   SOLE   210 0 0
COUPANG INC CL A 22266T109   59 3,339 SH   SOLE   3,339 0 0
COUSINS PPTYS INC COM NEW 222795502   4,046 168,300 SH   SOLE   168,300 0 0
DONNELLEY FINL SOLUTIONS INC COM 25787G100   155 2,500 SH   SOLE   2,500 0 0
DRAFTKINGS INC NEW COM CL A 26142V105   454 10,000 SH   SOLE   10,000 0 0
EATON CORP PLC SHS G29183103   406 1,300 SH   SOLE   1,300 0 0
FIDELITY WISE ORIGIN BITCOIN SHS 315948109   931 15,000 SH   SOLE   15,000 0 0
FIRST ADVANTAGE CORP NEW COM 31846B108   324 20,000 SH   SOLE   20,000 0 0
GLOBAL X FDS GLOBAL X URANIUM 37954Y871   78 2,716 SH   SOLE   2,716 0 0
HELMERICH & PAYNE INC COM 423452101   1,699 40,400 SH   SOLE   40,400 0 0
HOST HOTELS & RESORTS INC COM 44107P104   2,078 100,500 SH   SOLE   100,500 0 0
IDEXX LABS INC COM 45168D104   138 255 SH   SOLE   255 0 0
ISHARES GOLD TR ISHARES NEW 464285204   1,153 27,450 SH   SOLE   27,450 0 0
KINDER MORGAN INC DEL COM 49456B101   8,464 461,500 SH   SOLE   461,500 0 0
KINSALE CAP GROUP INC COM 49714P108   262 500 SH   SOLE   500 0 0
KONINKLIJKE PHILIPS N V NY REGIS SHS NEW 500472303   2,058 102,900 SH   SOLE   102,900 0 0
KRANESHARES TR CALIFORNIA CARB 500767553   487 17,000 SH   SOLE   17,000 0 0
KRANESHARES TR GLOBAL CARB STRA 500767678   77 2,500 SH   SOLE   2,500 0 0
LAUREATE EDUCATION INC COMMON STOCK 518613203   102 7,000 SH   SOLE   7,000 0 0
LULULEMON ATHLETICA INC COM 550021109   117 300 SH   SOLE   300 0 0
MARVELL TECHNOLOGY INC COM 573874104   673 9,500 SH   SOLE   9,500 0 0
MCKESSON CORP COM 58155Q103   148 275 SH   SOLE   275 0 0
MERCK & CO INC COM 58933Y105   204 1,545 SH   SOLE   1,545 0 0
MICROSOFT CORP COM 594918104   18,375 43,675 SH   SOLE   43,675 0 0
MUELLER INDS INC COM 624756102   68 1,265 SH   SOLE   1,265 0 0
NIKE INC CL B 654106103   400 4,257 SH   SOLE   4,257 0 0
NNN REIT INC COM 637417106   3,329 77,900 SH   SOLE   77,900 0 0
NOVO-NORDISK A S ADR 670100205   835 6,500 SH   SOLE   6,500 0 0
OCCIDENTAL PETE CORP COM 674599105   6,850 105,400 SH   SOLE   105,400 0 0
ORACLE CORP COM 68389X105   377 3,000 SH   SOLE   3,000 0 0
OSHKOSH CORP COM 688239201   3,917 31,410 SH   SOLE   31,410 0 0
PARSONS CORP DEL COM 70202L102   314 3,780 SH   SOLE   3,780 0 0
PHILLIPS 66 COM 718546104   12,659 77,500 SH   SOLE   77,500 0 0
PRIMORIS SVCS CORP COM 74164F103   83 1,945 SH   SOLE   1,945 0 0
PROGYNY INC COM 74340E103   95 2,500 SH   SOLE   2,500 0 0
PROSHARES TR BITCOIN STRATE 74347G440   581 18,000 SH   SOLE   18,000 0 0
PROSHARES TR II ULTRASHORT YEN N 74347W569   7,375 90,125 SH   SOLE   90,125 0 0
ROKU INC COM CL A 77543R102   456 7,000 SH   SOLE   7,000 0 0
SOUTHERN COPPER CORP COM 84265V105   277 2,600 SH   SOLE   2,600 0 0
STERICYCLE INC COM 858912108   66 1,255 SH   SOLE   1,255 0 0
STRATEGIC ED INC COM 86272C103   393 3,770 SH   SOLE   3,770 0 0
PRICE T ROWE GROUP INC COM 74144T108   1,795 14,725 SH   SOLE   14,725 0 0
TAL EDUCATION GROUP SPONSORED ADS 874080104   45 4,000 SH   SOLE   4,000 0 0
TECK RESOURCES LTD CL B 878742204   824 18,000 SH   SOLE   18,000 0 0
TOYOTA MOTOR CORP ADS 892331307   2,699 10,725 SH   SOLE   10,725 0 0
UNIVERSAL TECHNICAL INST INC COM 913915104   909 57,000 SH   SOLE   57,000 0 0
VAIL RESORTS INC COM 91879Q109   446 2,000 SH   SOLE   2,000 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100   3,507 8,390 SH   SOLE   8,390 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   613 7,500 SH   SOLE   7,500 0 0
VISTRA CORP COM 92840M102   348 5,000 SH   SOLE   5,000 0 0
DISNEY WALT CO COM 254687106   214 1,749 SH   SOLE   1,749 0 0
WHITE MTNS INS GROUP LTD COM G9618E107   359 200 SH   SOLE   200 0 0
WISDOMTREE TR JP SMALLCP DIV 97717W836   1,898 24,550 SH   SOLE   24,550 0 0
YETI HLDGS INC COM 98585X104   46 1,200 SH   SOLE   1,200 0 0