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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AGCO CORP COM 001084102   204,033 1,725 SH   SOLE NONE 204,033 0 0
ALPHABET INC CAP STK CL A 02079K305   10,359,401 79,164 SH   SOLE NONE 10,359,401 0 0
BUNGE LIMITED COM G16962105   218,557 2,019 SH   SOLE NONE 218,557 0 0
CAMECO CORP COM 13321L108   975,144 24,600 SH   SOLE NONE 975,144 0 0
CANADIAN PACIFIC KANSAS CITY COM 13646K108   2,909,803 39,105 SH   SOLE NONE 2,909,803 0 0
CONOCOPHILLIPS COM 20825C104   718,800 6,000 SH   SOLE NONE 718,800 0 0
CORTEVA INC COM 22052L104   202,542 3,959 SH   SOLE NONE 202,542 0 0
DANIMER SCIENTIFIC INC COM CL A 236272100   155,250 75,000 SH   SOLE NONE 155,250 0 0
DEERE & CO COM 244199105   212,842 564 SH   SOLE NONE 212,842 0 0
DOORDASH INC CL A 25809K105   2,287,147 28,780 SH   SOLE NONE 2,287,147 0 0
EXXON MOBIL CORP COM 30231G102   823,060 7,000 SH   SOLE NONE 823,060 0 0
FREEPORT-MCMORAN INC CL B 35671D857   522,060 14,000 SH   SOLE NONE 522,060 0 0
GENERAL ELECTRIC CO COM NEW 369604301   3,165,820 28,637 SH   SOLE NONE 3,165,820 0 0
GLOBAL X FDS ARTIFICIAL ETF 37954Y632   2,691,000 100,000 SH   SOLE NONE 2,691,000 0 0
GLOBAL X FDS RBTCS ARTFL INTE 37954Y715   2,113,560 85,500 SH   SOLE NONE 2,113,560 0 0
GLOBAL X FDS GLOBAL X URANIUM 37954Y871   27,069,744 1,001,100 SH   SOLE NONE 27,069,744 0 0
INVESCO DB MULTI-SECTOR COMM AGRICULTURE FD 46140H106   17,875,209 834,900 SH   SOLE NONE 17,875,209 0 0
ISHARES INC MSCI SINGPOR ETF 46434G780   4,642,550 253,000 SH   SOLE NONE 4,642,550 0 0
LUCID GROUP INC COM 549498103   138,151 24,714 SH   SOLE NONE 138,151 0 0
MOODYS CORP COM 615369105   2,376,018 7,515 SH   SOLE NONE 2,376,018 0 0
MOSAIC CO NEW COM 61945C103   515,630 14,484 SH   SOLE NONE 515,630 0 0
NU HLDGS LTD ORD SHS CL A G6683N103   7,845,646 1,082,158 SH   SOLE NONE 7,845,646 0 0
S&P GLOBAL INC COM 78409V104   2,298,429 6,290 SH   SOLE NONE 2,298,429 0 0
SCHLUMBERGER LTD COM STK 806857108   816,200 14,000 SH   SOLE NONE 816,200 0 0
SPDR SER TR SPDR S&P 500 ETF 78468R796   131,059,420 3,773,666 SH   SOLE NONE 131,059,420 0 0
SPRINKLR INC CL A 85208T107   272,731 19,706 SH   SOLE NONE 272,731 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   1,305,919 2,580 SH   SOLE NONE 1,305,919 0 0
VALE S A SPONSORED ADS 91912E105   447,560 33,400 SH   SOLE NONE 447,560 0 0
VANECK VECTORS ETF TR RARE EARTH/STRTG 92189H805   2,918,520 44,000 SH   SOLE NONE 2,918,520 0 0
VICTORY CAP HLDGS INC COM CL A 92645B103   715,176 21,451 SH   SOLE NONE 715,176 0 0
VISA INC COM CL A 92826C839   2,804,972 12,195 SH   SOLE NONE 2,804,972 0 0