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   2,584,995 49,721 SH   SOLE   49,721 0 0
ANTERO RESOURCES CORP COM 03674X106   1,611,480 52,000 SH   SOLE   52,000 0 0
BP PLC SPONSORED ADR 055622104   1,549,146 44,350 SH   SOLE   44,350 0 0
CAMDEN PPTY TR SH BEN INT 133131102   1,138,938 10,180 SH   SOLE   10,180 0 0
CONSTELLATION ENERGY CORP COM 21037T109   2,465,606 28,600 SH   SOLE   28,600 0 0
CORTEVA INC COM 22052L104   881,700 15,000 SH   SOLE   15,000 0 0
COTERRA ENERGY INC COM 127097103   1,719,900 70,000 SH   SOLE   70,000 0 0
CROWN CASTLE INC COM 22822V101   2,034,600 15,000 SH   SOLE   15,000 0 0
ENERGY TRANSFER L P COM UT LTD PTN 29273V100   1,305,700 110,000 SH   SOLE   110,000 0 0
EQT CORP COM 26884L109   1,691,500 50,000 SH   SOLE   50,000 0 0
EQUITY COMWLTH COM SH BEN INT 294628102   1,248,500 50,000 SH   SOLE   50,000 0 0
EXELON CORP COM 30161N101   1,110,146 25,680 SH   SOLE   25,680 0 0
FRANCO NEV CORP COM 351858105   1,192,835 8,740 SH   SOLE   8,740 0 0
GLADSTONE LD CORP COM 376549101   907,041 49,430 SH   SOLE   49,430 0 0
HECLA MNG CO COM 422704106   991,126 178,260 SH   SOLE   178,260 0 0
ISHARES GOLD TR ISHARES NEW 464285204   8,271,991 239,144 SH   SOLE   239,144 0 0
ISHARES TR TIPS BD ETF 464287176   6,430,620 60,415 SH   SOLE   60,415 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   3,776,557 21,660 SH   SOLE   21,660 0 0
ISHARES TR MSCI ACWI ETF 464288257   19,429,423 228,905 SH   SOLE   228,905 0 0
ISHARES TR U.S. TECH ETF 464287721   479,661 6,439 SH   SOLE   6,439 0 0
ISHARES TR MSCI EMG MKT ETF 464287234   7,293,026 192,428 SH   SOLE   192,428 0 0
ISHARES TR CORE S&P500 ETF 464287200   25,711,599 66,921 SH   SOLE   66,921 0 0
ISHARES TR GLOBAL ENERG ETF 464287341   20,387,535 522,891 SH   SOLE   522,891 0 0
ISHARES TR CORE US AGGBD ET 464287226   17,229,820 177,645 SH   SOLE   177,645 0 0
ISHARES TR MSCI EAFE ETF 464287465   21,950,478 334,407 SH   SOLE   334,407 0 0
NEWMONT CORP COM 651639106   1,593,472 33,760 SH   SOLE   33,760 0 0
NUTRIEN LTD COM 67077M108   1,679,690 23,000 SH   SOLE   23,000 0 0
ROYAL GOLD INC COM 780287108   1,239,920 11,000 SH   SOLE   11,000 0 0
SERVICE CORP INTL COM 817565104   1,021,198 14,770 SH   SOLE   14,770 0 0
SILVERCREST METALS INC COM 828363101   1,204,260 200,710 SH   SOLE   200,710 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   15,081,435 39,436 SH   SOLE   39,436 0 0
SPROTT INC COM NEW 852066208   666,600 20,000 SH   SOLE   20,000 0 0
SPROTT PHYSICAL SILVER TR TR UNIT 85207K107   1,236,000 150,000 SH   SOLE   150,000 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106   1,154,579 40,285 SH   SOLE   40,285 0 0