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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
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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
B2GOLD CORP COM 11777Q209   529,091 167,434 SH   SOLE   0 0 167,434
EVERSOURCE ENERGY COM 30040W108   217,332 3,521 SH   SOLE   0 0 3,521
META PLATFORMS INC CL A 30303M102   706,932 1,997 SH   SOLE   0 0 1,997
FS CREDIT OPPORTUNITIES CORP COMMON STOCK 30290Y101   97,552 17,205 SH   SOLE   0 0 17,205
ICL GROUP LTD SHS M53213100   256,211 51,140 SH   SOLE   0 0 51,140
ISHARES SILVER TR ISHARES 46428Q109   17,638,881 809,866 SH   SOLE   0 0 809,866
VANECK ETF TRUST JUNIOR GOLD MINE 92189F791   13,252,284 349,572 SH   SOLE   0 0 349,572
VANECK ETF TRUST GOLD MINERS ETF 92189F106   20,347,251 656,151 SH   SOLE   0 0 656,151
NANOSTRING TECHNOLOGIES INC COM 63009R109   14,211 18,989 SH   SOLE   0 0 18,989
NUTRIEN LTD COM 67077M108   531,661 9,436 SH   SOLE   0 0 9,436
NVIDIA CORPORATION COM 67066G104   248,975 503 SH   SOLE   0 0 503
SELECT SECTOR SPDR TR ENERGY 81369Y506   6,151,418 73,371 SH   SOLE   0 0 73,371
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   300,443 1,561 SH   SOLE   0 0 1,561
SIBANYE STILLWATER LTD SPONSORED ADR 82575P107   448,361 82,571 SH   SOLE   0 0 82,571
SOUTHERN COPPER CORP COM 84265V105   394,287 4,581 SH   SOLE   0 0 4,581
SPDR GOLD TR GOLD SHS 78463V107   17,442,351 91,240 SH   SOLE   0 0 91,240
SPROTT PHYSICAL GOLD & SILVE TR UNIT 85208R101   6,015,321 314,116 SH   SOLE   0 0 314,116
ISHARES TR 20 YR TR BD ETF 464287432   23,327,153 235,914 SH   SOLE   0 0 235,914
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775   4,514,833 80,421 SH   SOLE   0 0 80,421
GREIF INC CL A 397624107   262,294 3,999 SH   SOLE   0 0 3,999
AGNICO EAGLE MINES LTD COM 008474108   883,908 16,115 SH   SOLE   0 0 16,115
APPLE INC COM 037833100   553,477 2,875 SH   SOLE   0 0 2,875
BOSTON SCIENTIFIC CORP COM 101137107   340,501 5,890 SH   SOLE   0 0 5,890
CVS HEALTH CORP COM 126650100   363,137 4,599 SH   SOLE   0 0 4,599
CANADIAN NAT RES LTD COM 136385101   443,964 6,776 SH   SOLE   0 0 6,776
HF SINCLAIR CORP COM 403949100   468,455 8,430 SH   SOLE   0 0 8,430
KINROSS GOLD CORP COM 496902404   610,802 100,959 SH   SOLE   0 0 100,959
NEWMONT CORP COM 651639106   648,311 15,663 SH   SOLE   0 0 15,663
PAN AMERN SILVER CORP COM 697900108   784,803 48,059 SH   SOLE   0 0 48,059
PIONEER NAT RES CO COM 723787107   394,889 1,756 SH   SOLE   0 0 1,756
SSR MINING IN COM 784730103   249,647 23,260 SH   SOLE   0 0 23,260
CAL MAINE FOODS INC COM NEW 128030202   422,620 7,364 SH   SOLE   0 0 7,364
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858   229,956 5,595 SH   SOLE   0 0 5,595
VANGUARD INDEX FDS MCAP VL IDXVIP 922908512   1,730,984 11,937 SH   SOLE   0 0 11,937
ISHARES TR MSCI EMG MKT ETF 464287234   4,665,348 116,025 SH   SOLE   0 0 116,025
RIO TINTO PLC SPONSORED ADR 767204100   596,574 8,012 SH   SOLE   0 0 8,012
BHP GROUP LTD SPONSORED ADS 088606108   614,653 8,998 SH   SOLE   0 0 8,998
SCHWAB STRATEGIC TR US LCAP VA ETF 808524409   470,581 6,713 SH   SOLE   0 0 6,713
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858   207,407 4,330 SH   SOLE   0 0 4,330