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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
BARRICK GOLD CORP COM 067901108   2,494,785 149,927 SH   SOLE   149,927 0 0
CATERPILLAR INC COM 149123101   5,973,542 16,302 SH   SOLE   16,302 0 0
CHEVRON CORP NEW COM 166764100   3,823,460 24,239 SH   SOLE   24,239 0 0
CIENA CORP COM NEW 171779309   310,546 6,280 SH   SOLE   6,280 0 0
CONOCOPHILLIPS COM 20825C104   6,088,693 47,837 SH   SOLE   47,837 0 0
COSTCO WHSL CORP NEW COM 22160K105   5,219,989 7,125 SH   SOLE   7,125 0 0
CUMMINS INC COM 231021106   4,515,511 15,325 SH   SOLE   15,325 0 0
DEERE & CO COM 244199105   4,908,754 11,951 SH   SOLE   11,951 0 0
DEVON ENERGY CORP NEW COM 25179M103   3,700,474 73,744 SH   SOLE   73,744 0 0
EAGLE MATLS INC COM 26969P108   4,645,838 17,096 SH   SOLE   17,096 0 0
EOG RES INC COM 26875P101   2,747,409 21,491 SH   SOLE   21,491 0 0
FREEPORT-MCMORAN INC CL B 35671D857   3,709,220 78,886 SH   SOLE   78,886 0 0
GENCO SHIPPING & TRADING LTD SHS Y2685T131   3,124,762 153,702 SH   SOLE   153,702 0 0
GOLAR LNG LTD SHS G9456A100   2,370,872 98,540 SH   SOLE   98,540 0 0
HOME DEPOT INC COM 437076102   3,130,560 8,161 SH   SOLE   8,161 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   5,432,812 13,613 SH   SOLE   13,613 0 0
ISHARES SILVER TR ISHARES 46428Q109   683,751 30,055 SH   SOLE   30,055 0 0
LENNAR CORP CL A 526057104   2,854,868 16,600 SH   SOLE   16,600 0 0
MARATHON PETE CORP COM 56585A102   4,700,391 23,327 SH   SOLE   23,327 0 0
MOHAWK INDS INC COM 608190104   3,866,752 29,542 SH   SOLE   29,542 0 0
NORFOLK SOUTHN CORP COM 655844108   4,403,899 17,279 SH   SOLE   17,279 0 0
RIO TINTO PLC SPONSORED ADR 767204100   2,537,020 40,054 SH   SOLE   40,054 0 0
ROCKWELL AUTOMATION INC COM 773903109   3,213,953 11,032 SH   SOLE   11,032 0 0
RYMAN HOSPITALITY PPTYS INC COM 78377T107   2,890,250 25,000 SH   SOLE   25,000 0 0
SCHLUMBERGER LTD COM STK 806857108   5,371,325 97,999 SH   SOLE   97,999 0 0
SHERWIN WILLIAMS CO COM 824348106   4,910,899 14,139 SH   SOLE   14,139 0 0
SPDR GOLD TR GOLD SHS 78463V107   670,030 3,257 SH   SOLE   3,257 0 0
SPDR SER TR S&P OILGAS EXP 78468R556   4,065,053 26,238 SH   SOLE   26,238 0 0
ST JOE CO COM 790148100   2,076,891 35,827 SH   SOLE   35,827 0 0
STAR BULK CARRIERS CORP. SHS PAR Y8162K204   4,991,336 209,105 SH   SOLE   209,105 0 0
TESLA INC COM 88160R101   2,566,358 14,599 SH   SOLE   14,599 0 0
TOYOTA MOTOR CORP ADS 892331307   5,832,432 23,174 SH   SOLE   23,174 0 0
UNION PAC CORP COM 907818108   3,616,155 14,704 SH   SOLE   14,704 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106   5,293,093 167,397 SH   SOLE   167,397 0 0
WHEATON PRECIOUS METALS CORP COM 962879102   434,680 9,223 SH   SOLE   9,223 0 0