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
AGNICO EAGLE MINES LTD COM 008474108 223 5,290 SH   SOLE   5,290 0 0
AIRSPAN NETWORKS HOLDINGS IN COM 00951K104 43 21,500 SH   SOLE   21,500 0 0
ALPHABET INC CAP STK CL C 02079K107 16,384 170,399 SH   SOLE   170,399 0 0
ALTRA INDL MOTION CORP COM 02208R106 5,612 166,935 SH   SOLE   166,935 0 0
AMERISOURCEBERGEN CORP COM 03073E105 5,014 37,051 SH   SOLE   37,051 0 0
AT&T INC COM 00206R102 1,942 126,587 SH   SOLE   126,587 0 0
ATKORE INC COM 047649108 14,464 185,883 SH   SOLE   185,883 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 26,647 99,794 SH   SOLE   99,794 0 0
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 11,359 277,802 SH   SOLE   277,802 0 0
CARTERS INC COM 146229109 7,718 117,785 SH   SOLE   117,785 0 0
CHEVRON CORP NEW COM 166764100 295 2,050 SH   SOLE   2,050 0 0
CIGNA CORP NEW COM 125523100 8,748 31,527 SH   SOLE   31,527 0 0
COMSTOCK INC COM NEW 205750300 93 221,346 SH   SOLE   221,346 0 0
COMSTOCK RES INC COM 205768302 1,968 113,800 SH   SOLE   113,800 0 0
CONOCOPHILLIPS COM 20825C104 11,892 116,205 SH   SOLE   116,205 0 0
COTERRA ENERGY INC COM 127097103 1,465 56,072 SH   SOLE   56,072 0 0
DANAHER CORPORATION COM 235851102 8,533 33,035 SH   SOLE   33,035 0 0
DEVON ENERGY CORP NEW COM 25179M103 1,862 30,969 SH   SOLE   30,969 0 0
DIAMOND OFFSHORE DRILLING IN COM 25271C201 166 25,038 SH   SOLE   25,038 0 0
DIAMONDBACK ENERGY INC COM 25278X109 14,452 119,973 SH   SOLE   119,973 0 0
DISNEY WALT CO COM 254687106 4,810 50,994 SH   SOLE   50,994 0 0
DMC GLOBAL INC COM 23291C103 3,464 216,796 SH   SOLE   216,796 0 0
EARTHSTONE ENERGY INC CL A 27032D304 5,698 462,500 SH   SOLE   462,500 0 0
EQT CORP COM 26884L109 9,372 229,986 SH   SOLE   229,986 0 0
ERO COPPER CORP COM 296006109 531 48,299 SH   SOLE   48,299 0 0
GLOBAL X FDS GLOBAL X URANIUM 37954Y871 226 11,421 SH   SOLE   11,421 0 0
HALLIBURTON CO COM 406216101 283 11,514 SH   SOLE   11,514 0 0
HECLA MNG CO COM 422704106 43 11,000 SH   SOLE   11,000 0 0
ILLUMINA INC COM 452327109 417 2,187 SH   SOLE   2,187 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 2,002 31,333 SH   SOLE   31,333 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 5,325 44,815 SH   SOLE   44,815 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 585 4,594 SH   SOLE   4,594 0 0
KENNEDY-WILSON HOLDINGS INC COM 489398107 6,580 425,626 SH   SOLE   425,626 0 0
LAREDO PETROLEUM INC COM 516806205 1,077 17,129 SH   SOLE   17,129 0 0
LUMEN TECHNOLOGIES INC COM 550241103 5,454 749,158 SH   SOLE   749,158 0 0
MARKEL CORP COM 570535104 12,282 11,328 SH   SOLE   11,328 0 0
MASTERCARD INCORPORATED CL A 57636Q104 619 2,177 SH   SOLE   2,177 0 0
META PLATFORMS INC CL A 30303M102 6,673 49,181 SH   SOLE   49,181 0 0
MICROSOFT CORP COM 594918104 4,269 18,332 SH   SOLE   18,332 0 0
MOODYS CORP COM 615369105 2,963 12,187 SH   SOLE   12,187 0 0
NORTHERN OIL AND GAS INC MN COM 665531307 908 33,109 SH   SOLE   33,109 0 0
NUVVE HOLDING CORP *W EXP 03/19/202 67079Y118 2 14,800 SH   SOLE   14,800 0 0
OVINTIV INC COM 69047Q102 802 17,443 SH   SOLE   17,443 0 0
PDC ENERGY INC COM 69327R101 748 12,947 SH   SOLE   12,947 0 0
PIONEER NAT RES CO COM 723787107 28,823 133,112 SH   SOLE   133,112 0 0
POWELL INDS INC COM 739128106 6,498 308,264 SH   SOLE   308,264 0 0
QUALCOMM INC COM 747525103 9,349 82,748 SH   SOLE   82,748 0 0
RANGE RES CORP COM 75281A109 207 8,201 SH   SOLE   8,201 0 0
RANGER OIL CORPORATION CLASS A COM 70788V102 876 27,849 SH   SOLE   27,849 0 0
SAN JUAN BASIN RTY TR UNIT BEN INT 798241105 164 17,500 SH   SOLE   17,500 0 0
SCHLUMBERGER LTD COM STK 806857108 12,510 348,458 SH   SOLE   348,458 0 0
SEABRIDGE GOLD INC COM 811916105 8,701 732,983 SH   SOLE   732,983 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506 840 11,666 SH   SOLE   11,666 0 0
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102 2,553 68,490 SH   SOLE   68,490 0 0
SILVERBOW RES INC COM 82836G102 869 32,317 SH   SOLE   32,317 0 0
SOLARIS OILFIELD INFRASTRUCT COM CL A 83418M103 307 32,770 SH   SOLE   32,770 0 0
SPDR SER TR S&P OILGAS EXP 78468R556 1,022 8,192 SH   SOLE   8,192 0 0
SPDR SER TR PORTFOLIO S&P600 78468R853 329 9,660 SH   SOLE   9,660 0 0
SPROTT PHYSICAL GOLD & SILVE TR UNIT 85208R101 1,589 102,035 SH   SOLE   102,035 0 0
SPROTT PHYSICAL GOLD TR UNIT 85207H104 6,892 538,461 SH   SOLE   538,461 0 0
STANLEY BLACK & DECKER INC COM 854502101 2,956 39,306 SH   SOLE   39,306 0 0
SUNCOR ENERGY INC NEW COM 867224107 326 11,577 SH   SOLE   11,577 0 0
TALOS ENERGY INC COM 87484T108 354 21,258 SH   SOLE   21,258 0 0
TELECOM ARGENTINA SA SPON ADR REP B 879273209 40 10,000 SH   SOLE   10,000 0 0
TEXAS INSTRS INC COM 882508104 1,099 7,103 SH   SOLE   7,103 0 0
TRANSOCEAN LTD REG SHS H8817H100 37 14,896 SH   SOLE   14,896 0 0
TRIMAS CORP COM NEW 896215209 2,033 81,097 SH   SOLE   81,097 0 0
UNITEDHEALTH GROUP INC COM 91324P102 1,402 2,776 SH   SOLE   2,776 0 0
VANECK ETF TRUST MRNGSTR WDE MOAT 92189F643 788 13,137 SH   SOLE   13,137 0 0
VANGUARD INDEX FDS TOTAL STK MKT 922908769 850 4,738 SH   SOLE   4,738 0 0
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 261 1,932 SH   SOLE   1,932 0 0
VANGUARD STAR FDS VG TL INTL STK F 921909768 201 4,389 SH   SOLE   4,389 0 0
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 635 17,463 SH   SOLE   17,463 0 0
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 924 9,743 SH   SOLE   9,743 0 0
VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794 474 9,111 SH   SOLE   9,111 0 0
VERISIGN INC COM 92343E102 7,708 44,377 SH   SOLE   44,377 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 2,952 77,755 SH   SOLE   77,755 0 0
VONTIER CORPORATION COM 928881101 6,640 397,384 SH   SOLE   397,384 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104 291 25,330 SH   SOLE   25,330 0 0
WESTROCK CO COM 96145D105 8,013 259,394 SH   SOLE   259,394 0 0
WORKDAY INC CL A 98138H101 3,395 22,306 SH   SOLE   22,306 0 0