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
AGNICO EAGLE MINES LTD COM 008474108 BBG001S77MK3 400,390 8,011 SH   SOLE   8,011 0 0
AGNICO EAGLE MINES LTD COM 008474108 BBG001S77MK3 51,215 12,500 SH Call SOLE   12,500 0 0
ALPHA METALLURGICAL RESOUR I COM 020764106 BBG00DGWV044 1,631,931 9,929 SH   SOLE   9,929 0 0
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 391,539 3,271 SH   SOLE   3,271 0 0
APPLE INC COM 037833100 BBG001S5N8V8 550,501 2,838 SH   SOLE   2,838 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 BBG001S5ND74 1,150,099 15,221 SH   SOLE   15,221 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 BBG001S5ND74 7 200 SH Call SOLE   200 0 0
BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 248,169 8,650 SH   SOLE   8,650 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 11,045,331 32,391 SH   SOLE   32,391 0 0
BROOKFIELD CORP CL A LTD VT SH 11271J107 BBG001SF86D7 1,100,052 32,691 SH   SOLE   32,691 0 0
BROOKFIELD CORP CL A LTD VT SH 11271J107 BBG001SF86D7 1,545 400 SH Call SOLE   400 0 0
BUNGE LIMITED COM G16962105 BBG001SJ9BG4 321,828 3,411 SH   SOLE   3,411 0 0
CACI INTL INC CL A 127190304 BBG001SF9NK1 384,127 1,127 SH   SOLE   1,127 0 0
CANADIAN NAT RES LTD COM 136385101 BBG001S5YC56 4,260,007 75,720 SH   SOLE   75,720 0 0
CANADIAN NAT RES LTD COM 136385101 BBG001S5YC56 30,905 2,900 SH Call SOLE   2,900 0 0
CENOVUS ENERGY INC COM 15135U109 BBG001T2PJV8 1,124,246 66,210 SH   SOLE   66,210 0 0
CENOVUS ENERGY INC COM 15135U109 BBG001T2PJV8 10,225 4,000 SH Call SOLE   4,000 0 0
CHESAPEAKE ENERGY CORP COM 165167735 BBG00Z6DX607 546,096 6,526 SH   SOLE   6,526 0 0
CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 578,733 3,678 SH   SOLE   3,678 0 0
CONOCOPHILLIPS COM 20825C104 BBG001S5TZM2 229,575 2,216 SH   SOLE   2,216 0 0
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 236,194 439 SH   SOLE   439 0 0
DIAGEO PLC SPON ADR NEW 25243Q205 BBG001S7V596 743,709 4,287 SH   SOLE   4,287 0 0
DORCHESTER MINERALS LP COM UNIT 25820R105 BBG001SLKJK4 13,615,096 454,442 SH   SOLE   454,442 0 0
ENOVIX CORPORATION COM 293594107 BBG00YC538B7 1,317,100 73,010 SH   SOLE   73,010 0 0
ENOVIX CORPORATION COM 293594107 BBG00YC538B7 182,930 20,900 SH Call SOLE   20,900 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 BBG001S9P0Z1 1,869,533 70,950 SH   SOLE   70,950 0 0
ETF SER SOLUTIONS ACQUIRERS FD 26922A263 BBG00P35M8S7 836,089 27,718 SH   SOLE   27,718 0 0
EXXON MOBIL CORP COM 30231G102 BBG001S69V32 396,825 3,700 SH   SOLE   3,700 0 0
FRANCO NEV CORP COM 351858105 BBG001STGSR5 1,421,579 9,969 SH   SOLE   9,969 0 0
GRUPO AEROPORTUARIO DEL CENT SPON ADR 400501102 BBG001SQT2W8 552,478 6,512 SH   SOLE   6,512 0 0
HOME DEPOT INC COM 437076102 BBG001S5RTW7 2,305,887 7,423 SH   SOLE   7,423 0 0
IMPERIAL OIL LTD COM NEW 453038408 BBG001S5T1N6 409,024 7,995 SH   SOLE   7,995 0 0
INTEL CORP COM 458140100 BBG001S5SF65 563,966 16,865 SH   SOLE   16,865 0 0
INTEL CORP COM 458140100 BBG001S5SF65 35,552 9,900 SH Call SOLE   9,900 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 BBG001SDJ4R0 210,894 1,865 SH   SOLE   1,865 0 0
ISHARES TR US AER DEF ETF 464288760 BBG001SC08P5 658,602 5,645 SH   SOLE   5,645 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 BBG001S7RX54 237,227 983 SH   SOLE   983 0 0
LAMAR ADVERTISING CO NEW CL A 512816109 BBG001S8KJC2 1,595,245 16,073 SH   SOLE   16,073 0 0
LEGACY HOUSING CORP COM 52472M101 BBG00MJDR6K7 2,573,510 110,975 SH   SOLE   110,975 0 0
LESAKA TECHNOLOGIES INC COM NEW 64107N206 BBG001SB4HP3 98,142 25,759 SH   SOLE   25,759 0 0
LISTED FD TR HORIZON KINETICS 53656F623 BBG00YV34KZ7 580,555 18,991 SH   SOLE   18,991 0 0
LOCKHEED MARTIN CORP COM 539830109 BBG001S7PS57 3,650,452 7,929 SH   SOLE   7,929 0 0
LOWES COS INC COM 548661107 BBG001S5SVL3 615,710 2,728 SH   SOLE   2,728 0 0
LSB INDS INC COM 502160104 BBG001S67BF5 689,313 69,981 SH   SOLE   69,981 0 0
MOSAIC CO NEW COM 61945C103 BBG001S7LJN1 636,195 18,177 SH   SOLE   18,177 0 0
MOSAIC CO NEW COM 61945C103 BBG001S7LJN1 1,425 300 SH Call SOLE   300 0 0
NATIONAL FUEL GAS CO COM 636180101 BBG001S5TLR8 397,013 7,730 SH   SOLE   7,730 0 0
NATURAL RESOURCE PARTNERS L COM UNIT LTD PAR 63900P608 BBG001SH9LZ5 1,300,305 24,655 SH   SOLE   24,655 0 0
NEWMONT CORP COM 651639106 BBG001S5TKX3 78,281 1,835 SH   SOLE   1,835 0 0
NEWMONT CORP COM 651639106 BBG001S5TKX3 26,189 17,300 SH Call SOLE   17,300 0 0
NOBLE CORP PLC ORD SHS A G65431127 BBG018KBK3H7 249,306 6,035 SH   SOLE   6,035 0 0
NUTRIEN LTD COM 67077M108 BBG00JM9SM69 228,110 3,863 SH   SOLE   3,863 0 0
NUVEEN AMT FREE QLTY MUN INC COM 670657105 BBG001SKQWJ3 212,217 19,416 SH   SOLE   19,416 0 0
NUVEEN ARIZONA QLTY MUN INC COM 67061W104 BBG001S75CC6 1,086,556 101,075 SH   SOLE   101,075 0 0
NUVEEN QUALITY MUNCP INCOME COM 67066V101 BBG001SCTFM1 739,030 65,575 SH   SOLE   65,575 0 0
ONEOK INC NEW COM 682680103 BBG001S5TWK1 943,328 15,284 SH   SOLE   15,284 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 BBG001S78TL6 211,121 221 SH   SOLE   221 0 0
OSISKO GOLD ROYALTIES LTD COM 68827L101 BBG006L2SZD6 797,672 51,898 SH   SOLE   51,898 0 0
OVERSTOCK COM INC DEL COM 690370101 BBG001S64TS5 952,770 29,253 SH   SOLE   29,253 0 0
OVERSTOCK COM INC DEL COM 690370101 BBG001S64TS5 61,210 5,500 SH Call SOLE   5,500 0 0
PEABODY ENERGY CORP COM 704551100 BBG00GBV89J5 1,013,450 46,789 SH   SOLE   46,789 0 0
PEABODY ENERGY CORP COM 704551100 BBG00GBV89J5 64,924 13,900 SH Call SOLE   13,900 0 0
PEPSICO INC COM 713448108 BBG001S695T1 256,530 1,385 SH   SOLE   1,385 0 0
PHILIP MORRIS INTL INC COM 718172109 BBG001STP9N1 3,069,466 31,443 SH   SOLE   31,443 0 0
PLANET LABS PBC COM CL A 72703X106 BBG00ZCV3Q27 440,032 136,656 SH   SOLE   136,656 0 0
PPG INDS INC COM 693506107 BBG001S5VC13 1,850,669 12,479 SH   SOLE   12,479 0 0
QUALCOMM INC COM 747525103 BBG001S6VS70 779,775 6,551 SH   SOLE   6,551 0 0
REGENERON PHARMACEUTICALS COM 75886F107 BBG001S6PX49 339,869 473 SH   SOLE   473 0 0
RENN FD INC COM 759720105 BBG001S79BY0 227,879 125,900 SH   SOLE   125,900 0 0
SAN JUAN BASIN RTY TR UNIT BEN INT 798241105 BBG001S5W3M9 189,131 25,455 SH   SOLE   25,455 0 0
SANDSTORM GOLD LTD COM NEW 80013R206 BBG001SSPFD0 57,344 11,200 SH   SOLE   11,200 0 0
SHERWIN WILLIAMS CO COM 824348106 BBG001S5W2F9 368,276 1,387 SH   SOLE   1,387 0 0
SKY HARBOUR GROUP CORPORATIO COM CL A 83085C107 BBG00Y6DTLD8 143,683 30,377 SH   SOLE   30,377 0 0
SPECIAL OPPORTUNITIES FD INC COM 84741T104 BBG001S5V6G0 123,409 10,999 SH   SOLE   10,999 0 0
SPROTT PHYSICAL GOLD TR UNIT 85207H104 BBG001T66XM9 12,608,176 845,052 SH   SOLE   845,052 0 0
SPROTT PHYSICAL SILVER TR TR UNIT 85207K107 BBG001T96GD0 155,333 19,940 SH   SOLE   19,940 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 BBG001STPPK8 441,956 7,293 SH   SOLE   7,293 0 0
ST JOE CO COM 790148100 BBG001S7K9Y2 571,717 11,827 SH   SOLE   11,827 0 0
SUNCOR ENERGY INC NEW COM 867224107 BBG001S5YSF0 8,946,761 305,142 SH   SOLE   305,142 0 0
SUNCOR ENERGY INC NEW COM 867224107 BBG001S5YSF0 175,870 24,100 SH Call SOLE   24,100 0 0
TC ENERGY CORP COM 87807B107 BBG001S5WW27 366,721 9,075 SH   SOLE   9,075 0 0
TECK RESOURCES LTD CL B 878742204 BBG001S60LH8 396,793 9,425 SH   SOLE   9,425 0 0
TECK RESOURCES LTD CL B 878742204 BBG001S60LH8 8,690 1,200 SH Call SOLE   1,200 0 0
TEXAS PACIFIC LAND CORPORATI COM 88262P102 BBG00YRJXKC0 317,277 241 SH   SOLE   241 0 0
TIDEWATER INC NEW COM 88642R109 BBG00HBQ36G8 965,044 17,407 SH   SOLE   17,407 0 0
TORTOISE MIDSTRM ENERGY FD I COM 89148B200 BBG001SS8R16 2,261,660 65,347 SH   SOLE   65,347 0 0
TRIPLE FLAG PRECIOUS METAL COM 89679M104 BBG00QRZMFT6 167,606 12,163 SH   SOLE   12,163 0 0
UMH PPTYS INC COM 903002103 BBG001S7JRQ3 308,702 19,318 SH   SOLE   19,318 0 0
VALARIS LIMITED CL A G9460G101 BBG010JW9K58 591,857 9,405 SH   SOLE   9,405 0 0
VERISK ANALYTICS INC COM 92345Y106 BBG001SBRX64 260,613 1,153 SH   SOLE   1,153 0 0
VOX ROYALTY CORP COM 92919F103 BBG00LZQKWN9 303,251 125,799 SH   SOLE   125,799 0 0
WALMART INC COM 931142103 BBG001S5XH92 392,793 2,499 SH   SOLE   2,499 0 0
WARRIOR MET COAL INC COM 93627C101 BBG00GD1JNK4 1,516,090 38,924 SH   SOLE   38,924 0 0
WESTLAKE CORPORATION COM 960413102 BBG001SHVYF4 387,083 3,240 SH   SOLE   3,240 0 0
WHEATON PRECIOUS METALS CORP COM 962879102 BBG001S6DSP0 258,931 5,991 SH   SOLE   5,991 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102 BBG001S7DQJ9 419,910 2,884 SH   SOLE   2,884 0 0