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
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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 7,161 3,286 SH   SOLE NONE 0 0 0
CAMECO CORP COM 13321L108 284 13,500 SH   SOLE NONE 0 0 0
CONOCOPHILLIPS COM 20825C104 350 3,900 SH   SOLE NONE 0 0 0
CORTEVA INC COM 22052L104 214 3,959 SH   SOLE NONE 0 0 0
DANIMER SCIENTIFIC INC COM CL A 236272100 576 126,263 SH   SOLE NONE 0 0 0
EXXON MOBIL CORP COM 30231G102 407 4,750 SH   SOLE NONE 0 0 0
FIRST TR EXCHANGE-TRADED FD NAT GAS ETF 33733E807 1,849 84,375 SH   SOLE NONE 0 0 0
FREEPORT-MCMORAN INC CL B 35671D857 225 7,700 SH   SOLE NONE 0 0 0
GLOBAL X FDS GLOBAL X URANIUM 37954Y871 12,938 697,100 SH   SOLE NONE 0 0 0
INVESCO DB MULTI-SECTOR COMM AGRICULTURE FD 46140H106 19,176 940,900 SH   SOLE NONE 0 0 0
ISHARES TR S&P 500 VAL ETF 464287408 48,100 349,920 SH   SOLE NONE 0 0 0
LINDSAY CORP COM 535555106 439 3,305 SH   SOLE NONE 0 0 0
MOSAIC CO NEW COM 61945C103 434 9,184 SH   SOLE NONE 0 0 0
SCHLUMBERGER LTD COM STK 806857108 336 9,400 SH   SOLE NONE 0 0 0
SPDR SER TR SPDR S&P 500 ETF 78468R796 72,059 781,212 SH   SOLE NONE 0 0 0
VALE S A SPONSORED ADS 91912E105 277 18,900 SH   SOLE NONE 0 0 0
VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 23,125 844,600 SH   SOLE NONE 0 0 0
VANECK VECTORS ETF TR RARE EARTH/STRTG 92189H805 5,729 66,000 SH   SOLE NONE 0 0 0