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
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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
ADVISORSHARES TR PURE US CANNABIS 00768Y453   538,285 94,602 SH   SOLE   94,602 0 0
ALBEMARLE CORP COM 012653101   966,387 4,372 SH   SOLE   4,372 0 0
ALCOA CORP COM 013872106   9,038,297 212,366 SH   SOLE   212,366 0 0
ALLOGENE THERAPEUTICS INC COM 019770106   264,769 53,597 SH   SOLE   53,597 0 0
ALPHABET INC CAP STK CL A 02079K305   1,037,300 10,000 SH Call SOLE   10,000 0 0
ALPHABET INC CAP STK CL A 02079K305   7,961,796 76,755 SH   SOLE   76,755 0 0
AMAZON COM INC COM 023135106   371,844 3,600 SH   SOLE   3,600 0 0
AMGEN INC COM 031162100   4,745,069 19,628 SH   SOLE   19,628 0 0
APPLE INC COM 037833100   1,110,602 6,735 SH   SOLE   6,735 0 0
APPLIED MATLS INC COM 038222105   9,275,507 75,515 SH   SOLE   75,515 0 0
ARCHER DANIELS MIDLAND CO COM 039483102   35,689,273 448,020 SH   SOLE   448,020 0 0
BANK AMERICA CORP COM 060505104   31,030,657 1,084,988 SH   SOLE   1,084,988 0 0
BARRICK GOLD CORP COM 067901108   835,650 45,000 SH   SOLE   45,000 0 0
BECTON DICKINSON & CO COM 075887109   1,248,592 5,044 SH   SOLE   5,044 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   350,454 1,135 SH   SOLE   1,135 0 0
BUNGE LIMITED CALL G16962905   5,731,200 60,000 SH Call SOLE   60,000 0 0
BUNGE LIMITED COM G16962105   65,591,769 686,681 SH   SOLE   686,681 0 0
CAMECO CORP COM 13321L108   40,980,022 1,565,916 SH   SOLE   1,565,916 0 0
CF INDS HLDGS INC COM 125269100   4,456,033 61,471 SH   SOLE   61,471 0 0
CHENIERE ENERGY INC COM NEW 16411R208   758,844 4,815 SH   SOLE   4,815 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101   1,283,833 70,040 SH   SOLE   70,040 0 0
CORNING INC COM 219350105   252,781 7,165 SH   SOLE   7,165 0 0
COTERRA ENERGY INC COM 127097103   368,100 15,000 SH Call SOLE   15,000 0 0
COTERRA ENERGY INC COM 127097103   1,515,075 61,739 SH   SOLE   61,739 0 0
CRINETICS PHARMACEUTICALS IN COM 22663K107   187,934 11,702 SH   SOLE   11,702 0 0
DBX ETF TR XTRACK HRVST CSI 233051879   722,260 24,500 SH Call SOLE   24,500 0 0
DBX ETF TR XTRACK HRVST CSI 233051879   442,200 15,000 SH   SOLE   15,000 0 0
DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807   36,607,511 1,135,821 SH   SOLE   1,135,821 0 0
DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609   47,483,592 1,067,047 SH   SOLE   1,067,047 0 0
EOG RES INC COM 26875P101   1,351,602 11,791 SH   SOLE   11,791 0 0
EQT CORP COM 26884L109   7,258,185 227,458 SH   SOLE   227,458 0 0
FIFTH THIRD BANCORP COM 316773100   686,113 25,755 SH   SOLE   25,755 0 0
FORD MTR CO DEL COM 345370860   5,628,748 446,726 SH   SOLE   446,726 0 0
FREEPORT-MCMORAN INC CL B 35671D857   818,200 20,000 SH Call SOLE   20,000 0 0
FREEPORT-MCMORAN INC CL B 35671D857   37,571,335 918,390 SH   SOLE   918,390 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   24,598,672 75,200 SH   SOLE   75,200 0 0
ING GROEP N.V. SPONSORED ADR 456837103   36,355,863 3,062,836 SH   SOLE   3,062,836 0 0
INVESCO EXCH TRADED FD TR II SOLAR ETF 46138G706   1,940,750 25,000 SH   SOLE   25,000 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357   2,747,780 19,000 SH   SOLE   19,000 0 0
ISHARES INC MSCI GERMANY ETF 464286806   1,423,000 50,000 SH Call SOLE   50,000 0 0
ISHARES INC MSCI BRAZIL ETF 464286400   6,776,550 247,500 SH Call SOLE   247,500 0 0
ISHARES INC CORE MSCI EMKT 46434G103   1,586,309 32,513 SH   SOLE   32,513 0 0
ISHARES INC MSCI STH KOR ETF 464286772   2,743,207 44,809 SH   SOLE   44,809 0 0
ISHARES INC MSCI JPN ETF NEW 46434G822   5,927,690 101,000 SH   SOLE   101,000 0 0
ISHARES INC MSCI BRAZIL ETF 464286400   108,066,615 3,946,918 SH   SOLE   3,946,918 0 0
ISHARES TR 20 YR TR BD ETF 464287432   1,063,700 10,000 SH Call SOLE   10,000 0 0
ISHARES TR MSCI UK ETF NEW 46435G334   39,600 30,000 SH Call SOLE   30,000 0 0
ISHARES TR CHINA LG-CAP ETF 464287184   1,476,500 50,000 SH Call SOLE   50,000 0 0
ISHARES TR MSCI UK ETF NEW 46435G334   645,200 20,000 SH   SOLE   20,000 0 0
ISHARES TR 1 3 YR TREAS BD 464287457   657,280 8,000 SH   SOLE   8,000 0 0
ISHARES TR RUS 2000 VAL ETF 464287630   1,110,958 8,108 SH   SOLE   8,108 0 0
ISHARES TR MSCI EMG MKT ETF 464287234   3,286,702 83,292 SH   SOLE   83,292 0 0
ISHARES TR 20 YR TR BD ETF 464287432   5,637,610 53,000 SH   SOLE   53,000 0 0
ISHARES TR ISHARES BIOTECH 464287556   30,959,652 239,700 SH   SOLE   239,700 0 0
JETBLUE AWYS CORP COM 477143101   3,254,815 447,090 SH   SOLE   447,090 0 0
JPMORGAN CHASE & CO COM 46625H100   35,870,043 275,267 SH   SOLE   275,267 0 0
KLA CORP COM NEW 482480100   16,795,078 42,075 SH   SOLE   42,075 0 0
LAM RESEARCH CORP COM 512807108   11,469,146 21,635 SH   SOLE   21,635 0 0
M & T BK CORP COM 55261F104   407,853 3,411 SH   SOLE   3,411 0 0
MADRIGAL PHARMACEUTICALS INC COM 558868105   532,003 2,196 SH   SOLE   2,196 0 0
MARVELL TECHNOLOGY INC COM 573874104   917,051 21,179 SH   SOLE   21,179 0 0
MELCO RESORTS AND ENTMNT LTD ADR 585464100   4,648,054 365,126 SH   SOLE   365,126 0 0
MICRON TECHNOLOGY INC COM 595112103   17,285,660 286,471 SH   SOLE   286,471 0 0
MICROSOFT CORP COM 594918104   1,500,631 5,205 SH   SOLE   5,205 0 0
MOSAIC CO NEW COM 61945C103   229,400 5,000 SH Call SOLE   5,000 0 0
MOSAIC CO NEW COM 61945C103   1,614,425 35,188 SH   SOLE   35,188 0 0
NUTRIEN LTD COM 67077M108   635,849 8,610 SH   SOLE   8,610 0 0
NVIDIA CORPORATION COM 67066G104   555,540 2,000 SH Put SOLE   2,000 0 0
NVIDIA CORPORATION COM 67066G104   322,213 1,160 SH   SOLE   1,160 0 0
NXP SEMICONDUCTORS N V COM N6596X109   24,231,680 129,946 SH   SOLE   129,946 0 0
OCCIDENTAL PETE CORP COM 674599105   5,690,495 91,150 SH   SOLE   91,150 0 0
PARDES BIOSCIENCES INC COM 69945Q105   182,886 138,550 SH   SOLE   138,550 0 0
RANGE RES CORP COM 75281A109   342,204 12,928 SH   SOLE   12,928 0 0
SELECT SECTOR SPDR TR FINANCIAL 81369Y605   8,039,300 250,056 SH   SOLE   250,056 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506   20,626,658 249,024 SH   SOLE   249,024 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209   91,133,755 703,953 SH   SOLE   703,953 0 0
SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889   8,328,716 259,300 SH   SOLE   259,300 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   51,910,652 126,800 SH Put SOLE   126,800 0 0
SPDR SER TR S&P REGL BKG 78464A698   1,315,800 30,000 SH Call SOLE   30,000 0 0
SPDR SER TR S&P REGL BKG 78464A698   131,580 3,000 SH   SOLE   3,000 0 0
SPDR SER TR S&P BIOTECH 78464A870   38,575,978 506,180 SH   SOLE   506,180 0 0
TECK RESOURCES LTD CL B 878742204   4,759,600 130,400 SH Call SOLE   130,400 0 0
TECK RESOURCES LTD CL B 878742204   74,816,678 2,049,772 SH   SOLE   2,049,772 0 0
TENARIS S A SPONSORED ADS 88031M109   1,776,193 62,498 SH   SOLE   62,498 0 0
TENARIS S A SPONSORED ADS 88031M109   7,428,988 261,400 SH   SOLE   261,400 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   2,715,279 4,711 SH   SOLE   4,711 0 0
UNITEDHEALTH GROUP INC COM 91324P102   13,850,668 29,308 SH   SOLE   29,308 0 0
VALE S A SPONSORED ADS 91912E105   17,931,114 1,136,319 SH   SOLE   1,136,319 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106   1,185,000 30,000 SH   SOLE   30,000 0 0
VANECK ETF TRUST VANECK VIETNAM 92189F817   1,280,776 105,154 SH   SOLE   105,154 0 0
VANGUARD INDEX FDS REAL ESTATE ETF 922908553   14,727,476 177,354 SH   SOLE   177,354 0 0
VANGUARD INDEX FDS SM CP VAL ETF 922908611   29,004,976 182,697 SH   SOLE   182,697 0 0
VANGUARD INDEX FDS VALUE ETF 922908744   110,437,314 799,633 SH   SOLE   799,633 0 0
VANGUARD INDEX FDS TOTAL STK MKT 922908769   199,532,446 977,621 SH   SOLE   977,621 0 0
VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676   1,217,100 30,000 SH   SOLE   30,000 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858   184,484,338 4,566,444 SH   SOLE   4,566,444 0 0
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858   185,282,462 4,101,892 SH   SOLE   4,101,892 0 0
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406   633,000 6,000 SH   SOLE   6,000 0 0
VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794   6,187,442 99,878 SH   SOLE   99,878 0 0