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
ALPHABET INC CAP STK CL A 02079K305 9,140 3,286 SH   SOLE NONE 0 0 0
CISCO SYS INC COM 17275R102 211 3,785 SH   SOLE NONE 0 0 0
DANIMER SCIENTIFIC INC COM CL A 236272100 740 126,263 SH   SOLE NONE 0 0 0
DARLING INGREDIENTS INC COM 237266101 266 3,311 SH   SOLE NONE 0 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 221 1,877 SH   SOLE NONE 0 0 0
FIRST TR EXCHANGE-TRADED FD NAT GAS ETF 33733E807 2,058 84,375 SH   SOLE NONE 0 0 0
GLOBAL X FDS GLOBAL X URANIUM 37954Y871 7,926 303,000 SH   SOLE NONE 0 0 0
HANNON ARMSTRONG SUST INFR C COM 41068X100 247 5,212 SH   SOLE NONE 0 0 0
INVESCO DB MULTI-SECTOR COMM AGRICULTURE FD 46140H106 18,598 850,000 SH   SOLE NONE 0 0 0
INVESCO DB MULTI-SECTOR COMM BASE METALS FD 46140H700 18,476 715,000 SH   SOLE NONE 0 0 0
ISHARES TR S&P 500 VAL ETF 464287408 36,283 233,000 SH   SOLE NONE 0 0 0
JOHNSON CTLS INTL PLC SHS G51502105 202 3,081 SH   SOLE NONE 0 0 0
LINDSAY CORP COM 535555106 266 1,692 SH   SOLE NONE 0 0 0
MSA SAFETY INC COM 553498106 204 1,540 SH   SOLE NONE 0 0 0
OWENS CORNING NEW COM 690742101 217 2,374 SH   SOLE NONE 0 0 0
SPDR SER TR SPDR S&P 500 ETF 78468R796 65,126 586,612 SH   SOLE NONE 0 0 0
TRIMBLE INC COM 896239100 213 2,957 SH   SOLE NONE 0 0 0
VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 32,390 844,600 SH   SOLE NONE 0 0 0
VANECK VECTORS ETF TR RARE EARTH/STRTG 92189H805 5,204 44,000 SH   SOLE NONE 0 0 0
WOLFSPEED INC COM 977852102 263 2,309 SH   SOLE NONE 0 0 0