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
AGNICO EAGLE MINES LTD COM 008474108 1,958 33,870 SH   SOLE   33,870 0 0
AIR PRODS & CHEMS INC COM 009158106 463 1,644 SH   SOLE   1,644 0 0
ALPHABET INC CAP STK CL C 02079K107 4,917 2,377 SH   SOLE   2,377 0 0
AMAZON COM INC COM 023135106 5,489 1,774 SH   SOLE   1,774 0 0
BANCO BRADESCO S A SP ADR PFD NEW 059460303 723 153,860 SH   SOLE   153,860 0 0
BARRICK GOLD CORP COM 067901108 2,469 124,695 SH   SOLE   124,695 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,392 13,276 SH   SOLE   13,276 0 0
BLACKSTONE MTG TR INC COM CL A 09257W100 2,548 82,185 SH   SOLE   82,185 0 0
BOSTON PROPERTIES INC COM 101121101 4,024 39,740 SH   SOLE   39,740 0 0
CAMECO CORP COM 13321L108 1,801 108,429 SH   SOLE   108,429 0 0
CORNER GROWTH ACQUISITION CO UNIT 01/01/2027 G2425N121 2,260 223,809 SH   SOLE   223,809 0 0
DEVON ENERGY CORP NEW COM 25179M103 2,863 131,032 SH   SOLE   131,032 0 0
DHT HOLDINGS INC SHS NEW Y2065G121 5,559 937,439 SH   SOLE   937,439 0 0
DIAMOND S SHIPPING INC COM Y20676105 4,296 428,334 SH   SOLE   428,334 0 0
EOG RES INC COM 26875P101 3,060 42,184 SH   SOLE   42,184 0 0
EPR PPTYS COM 26884U109 4,237 90,944 SH   SOLE   90,944 0 0
EURONAV NV SHS B38564108 3,812 416,621 SH   SOLE   416,621 0 0
GOLUB CAP BDC INC COM 38173M102 3,490 238,715 SH   SOLE   238,715 0 0
HCA HEALTHCARE INC COM 40412C101 4,804 25,509 SH   SOLE   25,509 0 0
HEALTH SCIENCES ACQ CORP 2 ORD SHS G4411D109 5,359 478,890 SH   SOLE   478,890 0 0
HUDSON PAC PPTYS INC COM 444097109 4,646 171,266 SH   SOLE   171,266 0 0
INTERNATIONAL SEAWAYS INC COM Y41053102 2,841 146,594 SH   SOLE   146,594 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 4,250 30,445 SH   SOLE   30,445 0 0
BARCLAYS BK PLC ETN 49 06747C322 361 4,314 SH   SOLE   4,314 0 0
IQVIA HLDGS INC COM 46266C105 6,321 32,728 SH   SOLE   32,728 0 0
ISHARES TR MSCI INDIA SM CP 46429B614 1,304 26,596 SH   SOLE   26,596 0 0
IVANHOE CAPITAL ACQUISTIN CO COM CL A G4R87P114 2,136 205,792 SH   SOLE   205,792 0 0
KE HLDGS INC SPONSORED ADS 482497104 1,206 21,172 SH   SOLE   21,172 0 0
KRANESHARES TR GLOBAL CARBON 500767678 3,492 121,711 SH   SOLE   121,711 0 0
KINDER MORGAN INC DEL COM 49456B101 4,808 288,761 SH   SOLE   288,761 0 0
KINROSS GOLD CORP COM 496902404 2,326 348,659 SH   SOLE   348,659 0 0
KIRKLAND LAKE GOLD LTD COM 49741E100 2,154 63,719 SH   SOLE   63,719 0 0
MEDICAL PPTYS TRUST INC COM 58463J304 3,720 174,832 SH   SOLE   174,832 0 0
MICROSOFT CORP COM 594918104 3,339 14,160 SH   SOLE   14,160 0 0
NEWMONT CORP COM 651639106 2,887 47,899 SH   SOLE   47,899 0 0
NUVEEN TAXABLE MUNICPAL INM COM 67074C103 2,426 107,401 SH   SOLE   107,401 0 0
ORACLE CORP COM 68389X105 5,023 71,586 SH   SOLE   71,586 0 0
PAN AMERN SILVER CORP COM 697900108 2,096 69,794 SH   SOLE   69,794 0 0
SCORPIO TANKERS INC SHS Y7542C130 3,111 168,529 SH   SOLE   168,529 0 0
SEA LTD SPONSORD ADS 81141R100 3,565 15,971 SH   SOLE   15,971 0 0
SPROTT PHYSICAL GOLD TR UNIT 85207H104 4,374 326,156 SH   SOLE   326,156 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 4,511 64,562 SH   SOLE   64,562 0 0
SSR MNG INC COM 784730103 2,058 144,110 SH   SOLE   144,110 0 0
TEEKAY TANKERS LTD CL A Y8565N300 2,769 199,223 SH   SOLE   199,223 0 0
UNIVAR SOLUTIONS USA INC COM 91336L107 4,845 224,946 SH   SOLE   224,946 0 0
VICTORY CAP HLDGS INC COM CL A 92645B103 5,923 231,741 SH   SOLE   231,741 0 0
WARRIOR MET COAL INC COM 93627C101 3,380 197,341 SH   SOLE   197,341 0 0
WHEATON PRECIOUS METALS CORP COM 962879102 1,901 49,751 SH   SOLE   49,751 0 0