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   2,531,051 49,721 SH   SOLE   49,721 0 0
ANTERO RESOURCES CORP COM 03674X106   1,200,680 52,000 SH   SOLE   52,000 0 0
BP PLC SPONSORED ADR 055622104   1,682,639 44,350 SH   SOLE   44,350 0 0
CAMDEN PPTY TR SH BEN INT 133131102   1,067,271 10,180 SH   SOLE   10,180 0 0
CF INDS HLDGS INC COM 125269100   1,123,595 15,500 SH   SOLE   15,500 0 0
CONSTELLATION ENERGY CORP COM 21037T109   2,245,100 28,600 SH   SOLE   28,600 0 0
CORTEVA INC COM 22052L104   904,650 15,000 SH   SOLE   15,000 0 0
COTERRA ENERGY INC COM 127097103   1,717,800 70,000 SH   SOLE   70,000 0 0
CROWN CASTLE INC COM 22822V101   2,007,600 15,000 SH   SOLE   15,000 0 0
ENERGY TRANSFER L P COM UT LTD PTN 29273V100   1,371,700 110,000 SH   SOLE   110,000 0 0
EQT CORP COM 26884L109   1,595,500 50,000 SH   SOLE   50,000 0 0
EQUITY COMWLTH COM SH BEN INT 294628102   1,035,500 50,000 SH   SOLE   50,000 0 0
EXELON CORP COM 30161N101   1,075,735 25,680 SH   SOLE   25,680 0 0
FRANCO NEV CORP COM 351858105   1,272,934 8,740 SH   SOLE   8,740 0 0
GLADSTONE LD CORP COM 376549101   823,010 49,430 SH   SOLE   49,430 0 0
HECLA MNG CO COM 422704106   1,128,386 178,260 SH   SOLE   178,260 0 0
ISHARES GOLD TR ISHARES NEW 464285204   12,842,911 343,669 SH   SOLE   343,669 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   3,873,257 21,711 SH   SOLE   21,711 0 0
ISHARES TR U.S. TECH ETF 464287721   598,302 6,446 SH   SOLE   6,446 0 0
ISHARES TR MSCI EMG MKT ETF 464287234   7,528,539 190,789 SH   SOLE   190,789 0 0
ISHARES TR MSCI ACWI ETF 464288257   20,866,943 228,904 SH   SOLE   228,904 0 0
ISHARES TR CORE US AGGBD ET 464287226   17,598,365 176,619 SH   SOLE   176,619 0 0
ISHARES TR CORE S&P500 ETF 464287200   27,623,438 67,197 SH   SOLE   67,197 0 0
ISHARES TR TIPS BD ETF 464287176   6,660,803 60,415 SH   SOLE   60,415 0 0
ISHARES TR GLOBAL ENERG ETF 464287341   18,441,848 488,396 SH   SOLE   488,396 0 0
ISHARES TR MSCI EAFE ETF 464287465   22,638,372 316,532 SH   SOLE   316,532 0 0
NEWMONT CORP COM 651639106   1,654,915 33,760 SH   SOLE   33,760 0 0
NUTRIEN LTD COM 67077M108   1,696,069 23,000 SH   SOLE   23,000 0 0
ROYAL GOLD INC COM 780287108   1,426,810 11,000 SH   SOLE   11,000 0 0
SILVERCREST METALS INC COM 828363101   1,709,068 240,710 SH   SOLE   240,710 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   16,104,916 39,338 SH   SOLE   39,338 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106   1,303,232 40,285 SH   SOLE   40,285 0 0