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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AGCO CORP COM 001084102   239,240 1,725 SH   SOLE NONE 0 0 0
AIRBNB INC COM CL A 009066101   4,864,779 56,898 SH   SOLE NONE 0 0 0
ALPHABET INC CAP STK CL A 02079K305   10,439,374 118,320 SH   SOLE NONE 0 0 0
ARCHER DANIELS MIDLAND CO COM 039483102   231,104 2,489 SH   SOLE NONE 0 0 0
BUNGE LIMITED COM G16962105   201,436 2,019 SH   SOLE NONE 0 0 0
CAMECO CORP COM 13321L108   557,682 24,600 SH   SOLE NONE 0 0 0
CANADIAN PAC RY LTD COM 13645T100   2,916,842 39,105 SH   SOLE NONE 0 0 0
CONOCOPHILLIPS COM 20825C104   708,000 6,000 SH   SOLE NONE 0 0 0
CORTEVA INC COM 22052L104   232,710 3,959 SH   SOLE NONE 0 0 0
DANIMER SCIENTIFIC INC COM CL A 236272100   134,250 75,000 SH   SOLE NONE 0 0 0
DEERE & CO COM 244199105   241,821 564 SH   SOLE NONE 0 0 0
EXXON MOBIL CORP COM 30231G102   772,100 7,000 SH   SOLE NONE 0 0 0
FIRST TR EXCHANGE-TRADED FD NAT GAS ETF 33733E807   2,068,031 84,375 SH   SOLE NONE 0 0 0
FREEPORT-MCMORAN INC CL B 35671D857   532,000 14,000 SH   SOLE NONE 0 0 0
GLOBAL X FDS GLOBAL X URANIUM 37954Y871   13,827,088 688,600 SH   SOLE NONE 0 0 0
INVESCO DB MULTI-SECTOR COMM AGRICULTURE FD 46140H106   16,823,235 834,900 SH   SOLE NONE 0 0 0
LINDSAY CORP COM 535555106   262,677 1,613 SH   SOLE NONE 0 0 0
LUCID GROUP INC COM 549498103   170,743 24,999 SH   SOLE NONE 0 0 0
MICROSOFT CORP COM 594918104   3,728,002 15,545 SH   SOLE NONE 0 0 0
MOODYS CORP COM 615369105   1,808,244 6,490 SH   SOLE NONE 0 0 0
MOSAIC CO NEW COM 61945C103   635,413 14,484 SH   SOLE NONE 0 0 0
NU HLDGS LTD ORD SHS CL A G6683N103   2,158,191 530,268 SH   SOLE NONE 0 0 0
S&P GLOBAL INC COM 78409V104   2,106,773 6,290 SH   SOLE NONE 0 0 0
SCHLUMBERGER LTD COM STK 806857108   748,440 14,000 SH   SOLE NONE 0 0 0
SPDR SER TR SPDR S&P 500 ETF 78468R796   58,755,610 629,412 SH   SOLE NONE 0 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   407,460 5,470 SH   SOLE NONE 0 0 0
VALE S A SPONSORED ADS 91912E105   566,798 33,400 SH   SOLE NONE 0 0 0
VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106   22,874,979 798,150 SH   SOLE NONE 0 0 0
VANECK VECTORS ETF TR RARE EARTH/STRTG 92189H805   3,351,040 44,000 SH   SOLE NONE 0 0 0
VICTORY CAP HLDGS INC COM CL A 92645B103   289,576 10,793 SH   SOLE NONE 0 0 0
VISA INC COM CL A 92826C839   2,884,748 13,885 SH   SOLE NONE 0 0 0