The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 | 233,220 | 1,725 | SH | SOLE | NONE | 233,220 | 0 | 0 | ||
| AIRBNB INC | COM CL A | 009066101 | 7,078,111 | 56,898 | SH | SOLE | NONE | 7,078,111 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 8,578,575 | 82,701 | SH | SOLE | NONE | 8,578,575 | 0 | 0 | ||
| CAMECO CORP | COM | 13321L108 | 643,782 | 24,600 | SH | SOLE | NONE | 643,782 | 0 | 0 | ||
| CANADIAN PAC RY LTD | COM | 13645T100 | 3,008,739 | 39,105 | SH | SOLE | NONE | 3,008,739 | 0 | 0 | ||
| CONOCOPHILLIPS | COM | 20825C104 | 595,260 | 6,000 | SH | SOLE | NONE | 595,260 | 0 | 0 | ||
| CORTEVA INC | COM | 22052L104 | 238,767 | 3,959 | SH | SOLE | NONE | 238,767 | 0 | 0 | ||
| DANIMER SCIENTIFIC INC | COM CL A | 236272100 | 258,750 | 75,000 | SH | SOLE | NONE | 258,750 | 0 | 0 | ||
| DEERE & CO | COM | 244199105 | 232,864 | 564 | SH | SOLE | NONE | 232,864 | 0 | 0 | ||
| DOORDASH INC | CL A | 25809K105 | 731,703 | 11,512 | SH | SOLE | NONE | 731,703 | 0 | 0 | ||
| EXXON MOBIL CORP | COM | 30231G102 | 767,620 | 7,000 | SH | SOLE | NONE | 767,620 | 0 | 0 | ||
| FREEPORT-MCMORAN INC | CL B | 35671D857 | 572,740 | 14,000 | SH | SOLE | NONE | 572,740 | 0 | 0 | ||
| GLOBAL X FDS | RBTCS ARTFL INTE | 37954Y715 | 357,000 | 14,000 | SH | SOLE | NONE | 357,000 | 0 | 0 | ||
| GLOBAL X FDS | GLOBAL X URANIUM | 37954Y871 | 13,723,798 | 688,600 | SH | SOLE | NONE | 13,723,798 | 0 | 0 | ||
| INVESCO DB MULTI-SECTOR COMM | AGRICULTURE FD | 46140H106 | 17,057,007 | 834,900 | SH | SOLE | NONE | 17,057,007 | 0 | 0 | ||
| ISHARES INC | MSCI SINGPOR ETF | 46434G780 | 5,022,050 | 253,000 | SH | SOLE | NONE | 5,022,050 | 0 | 0 | ||
| LINDSAY CORP | COM | 535555106 | 243,773 | 1,613 | SH | SOLE | NONE | 243,773 | 0 | 0 | ||
| LUCID GROUP INC | COM | 549498103 | 200,992 | 24,999 | SH | SOLE | NONE | 200,992 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 4,481,624 | 15,545 | SH | SOLE | NONE | 4,481,624 | 0 | 0 | ||
| MOODYS CORP | COM | 615369105 | 1,986,070 | 6,490 | SH | SOLE | NONE | 1,986,070 | 0 | 0 | ||
| MOSAIC CO NEW | COM | 61945C103 | 664,526 | 14,484 | SH | SOLE | NONE | 664,526 | 0 | 0 | ||
| NU HLDGS LTD | ORD SHS CL A | G6683N103 | 3,995,811 | 839,456 | SH | SOLE | NONE | 3,995,811 | 0 | 0 | ||
| S&P GLOBAL INC | COM | 78409V104 | 2,168,603 | 6,290 | SH | SOLE | NONE | 2,168,603 | 0 | 0 | ||
| SCHLUMBERGER LTD | COM STK | 806857108 | 687,400 | 14,000 | SH | SOLE | NONE | 687,400 | 0 | 0 | ||
| SPDR SER TR | SPDR S&P 500 ETF | 78468R796 | 62,764,965 | 1,888,236 | SH | SOLE | NONE | 62,764,965 | 0 | 0 | ||
| VALE S A | SPONSORED ADS | 91912E105 | 527,052 | 33,400 | SH | SOLE | NONE | 527,052 | 0 | 0 | ||
| VANECK VECTORS ETF TR | RARE EARTH/STRTG | 92189H805 | 3,589,520 | 44,000 | SH | SOLE | NONE | 3,589,520 | 0 | 0 | ||
| VICTORY CAP HLDGS INC | COM CL A | 92645B103 | 869,758 | 29,715 | SH | SOLE | NONE | 869,758 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 3,130,512 | 13,885 | SH | SOLE | NONE | 3,130,512 | 0 | 0 | ||