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
AIRBNB INC COM CL A 009066101 5,977 56,898 SH   SOLE NONE 0 0 0
ALPHABET INC CAP STK CL A 02079K305 6,286 65,720 SH   SOLE NONE 0 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 200 2,489 SH   SOLE NONE 0 0 0
CAMECO CORP COM 13321L108 358 13,500 SH   SOLE NONE 0 0 0
CF INDS HLDGS INC COM 125269100 215 2,234 SH   SOLE NONE 0 0 0
CONOCOPHILLIPS COM 20825C104 399 3,900 SH   SOLE NONE 0 0 0
CORTEVA INC COM 22052L104 226 3,959 SH   SOLE NONE 0 0 0
DANIMER SCIENTIFIC INC COM CL A 236272100 221 75,000 SH   SOLE NONE 0 0 0
EXXON MOBIL CORP COM 30231G102 415 4,750 SH   SOLE NONE 0 0 0
FIRST TR EXCHANGE-TRADED FD NAT GAS ETF 33733E807 1,927 84,375 SH   SOLE NONE 0 0 0
FREEPORT-MCMORAN INC CL B 35671D857 210 7,700 SH   SOLE NONE 0 0 0
GLOBAL X FDS GLOBAL X URANIUM 37954Y871 13,648 688,600 SH   SOLE NONE 0 0 0
INVESCO DB MULTI-SECTOR COMM AGRICULTURE FD 46140H106 16,715 834,900 SH   SOLE NONE 0 0 0
ISHARES TR S&P 500 VAL ETF 464287408 44,217 344,045 SH   SOLE NONE 0 0 0
LINDSAY CORP COM 535555106 231 1,613 SH   SOLE NONE 0 0 0
LUCID GROUP INC COM 549498103 349 24,999 SH   SOLE NONE 0 0 0
MOSAIC CO NEW COM 61945C103 444 9,184 SH   SOLE NONE 0 0 0
NU HLDGS LTD ORD SHS CL A G6683N103 973 221,079 SH   SOLE NONE 0 0 0
SCHLUMBERGER LTD COM STK 806857108 337 9,400 SH   SOLE NONE 0 0 0
SPDR SER TR SPDR S&P 500 ETF 78468R796 54,853 629,412 SH   SOLE NONE 0 0 0
VALE S A SPONSORED ADS 91912E105 252 18,900 SH   SOLE NONE 0 0 0
VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 19,251 798,150 SH   SOLE NONE 0 0 0
VANECK VECTORS ETF TR RARE EARTH/STRTG 92189H805 3,667 44,000 SH   SOLE NONE 0 0 0