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
STERLING CHECK CORP COM 85917T109 84,907 3,212,512 SH   SOLE   3,212,512 0 0
CAMECO CORP COM 13321L108 59,676 2,050,732 SH   SOLE   2,050,732 0 0
ISHARES TR CORE S&P500 ETF 464287200 54,779 120,742 SH   SOLE   120,742 0 0
PEABODY ENGR CORP COM 704551100 51,149 2,085,178 SH   SOLE   2,085,178 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 44,390 1,719,863 SH   SOLE   1,719,863 0 0
ISHARES INC CORE MSCI EMKT 46434G103 35,009 630,224 SH   SOLE   630,224 0 0
FRANCO NEVADA CORP COM 351858105 26,175 164,088 SH   SOLE   164,088 0 0
SIXTH STREET SPECIALTY LENDN COM 83012A109 25,768 1,106,395 SH   SOLE   1,106,395 0 0
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 25,547 520,629 SH   SOLE   520,629 0 0
MPLX LP COM UNIT REP LTD 55336V100 23,562 710,122 SH   SOLE   710,122 0 0
VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 18,836 491,159 SH   SOLE   491,159 0 0
ISHARES TR CORE MSCI EAFE 46432F842 17,711 254,792 SH   SOLE   254,792 0 0
TECK RESOURCES LTD CL B 878742204 15,822 391,735 SH   SOLE   391,735 0 0
SPINDLETOP HEALTH ACQUISITIO COM CL A 84854Q103 14,940 1,500,000 SH   SOLE   1,500,000 0 0
WARRIOR MET COAL INC COM 93627C101 8,315 224,064 SH   SOLE   224,064 0 0
FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 7,617 155,615 SH   SOLE   155,615 0 0
ARCH RESOURCES INC CL A 03940R107 5,364 39,048 SH   SOLE   39,048 0 0
ALLIANCE RESOURCE PARTNERS L UT LTD PART 01877R108 4,585 297,140 SH   SOLE   297,140 0 0
DANIMER SCIENTIFIC INC COM CL A 236272100 3,057 521,757 SH   SOLE   521,757 0 0
NEXGEN ENERGY LTD COM 65340P106 2,744 484,718 SH   SOLE   484,718 0 0
PAR TECHNOLOGY CORP COM 698884103 1,603 39,745 SH   SOLE   39,745 0 0
SPDR SER TR S&P BIOTECH 78464A870 1,055 11,740 SH   SOLE   11,740 0 0
SPINDLETOP HEALTH ACQUISITIO *W EXP 99/99/999 84854Q111 113 750,000 SH   SOLE   750,000 0 0