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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
AGNICO EAGLE MINES LTD COM 008474108   4,922,735 108,311 SH   SOLE   0 0 108,311
AMAZON COM INC COM 023135106   3,743,684 29,450 SH   SOLE   0 0 29,450
APPLE INC COM 037833100   853,824 4,987 SH   SOLE   0 0 4,987
BLOCK INC CL A 852234103   3,190,880 72,094 SH   SOLE   0 0 72,094
CLEARPOINT NEURO INC COM 18507C103   750,393 149,779 SH   SOLE   0 0 149,779
COSTCO WHSL CORP NEW COM 22160K105   621,456 1,100 SH   SOLE   0 0 1,100
CVS HEALTH CORP COM 126650100   3,797,580 54,391 SH   SOLE   0 0 54,391
ENPHASE ENERGY INC COM 29355A107   2,856,206 23,772 SH   SOLE   0 0 23,772
ENVIVA INC COM 29415B103   2,721,426 364,314 SH   SOLE   0 0 364,314
FASTLY INC CL A 31188V100   2,237,331 116,710 SH   SOLE   0 0 116,710
GLOBAL X FDS GLOBAL X URANIUM 37954Y871   299,008 11,058 SH   SOLE   0 0 11,058
ISHARES INC MSCI GLB SLV&MTL 464286327   330,896 38,611 SH   SOLE   0 0 38,611
ISHARES SILVER TR ISHARES 46428Q109   352,126 17,312 SH   SOLE   0 0 17,312
KRANESHARES TR CALIFORNIA CARB 500767553   564,048 19,815 SH   SOLE   0 0 19,815
MERCADOLIBRE INC COM 58733R102   2,498,991 1,971 SH   SOLE   0 0 1,971
OCCIDENTAL PETE CORP COM 674599105   5,016,522 77,320 SH   SOLE   0 0 77,320
OSISKO GOLD ROYALTIES LTD COM 68827L101   3,549,221 302,061 SH   SOLE   0 0 302,061
PALANTIR TECHNOLOGIES INC CL A 69608A108   3,742,064 233,879 SH   SOLE   0 0 233,879
PROSHARES TR ULTRAPRO SHORT S 74347B110   4,458,127 373,065 SH   SOLE   0 0 373,065
PROSHARES TR ULTRAPRO SHT QQQ 74347G432   5,548,581 271,457 SH   SOLE   0 0 271,457
QUEST DIAGNOSTICS INC COM 74834L100   212,280 1,742 SH   SOLE   0 0 1,742
RAPID7 INC COM 753422104   3,541,678 77,363 SH   SOLE   0 0 77,363
REVVITY INC COM 714046109   3,560,802 32,166 SH   SOLE   0 0 32,166
ROPER TECHNOLOGIES INC COM 776696106   2,230,090 4,605 SH   SOLE   0 0 4,605
SELECT WATER SOLUTIONS INC CL A COM 81617J301   2,536,273 319,028 SH   SOLE   0 0 319,028
SERVICENOW INC COM 81762P102   3,048,009 5,453 SH   SOLE   0 0 5,453
SILVERCREST METALS INC COM 828363101   2,838,840 643,728 SH   SOLE   0 0 643,728
SPIRE GLOBAL INC COM CL A NEW 848560306   1,793,016 366,670 SH   SOLE   0 0 366,670
SPROTT PHYSICAL GOLD TR UNIT 85207H104   726,239 50,715 SH   SOLE   0 0 50,715
SPROTT PHYSICAL SILVER TR TR UNIT 85207K107   128,913 17,007 SH   SOLE   0 0 17,007
THERMO FISHER SCIENTIFIC INC COM 883556102   430,245 850 SH   SOLE   0 0 850
TRANSOCEAN LTD REG SHS H8817H100   7,277,952 886,474 SH   SOLE   0 0 886,474
VANECK ETF TRUST GOLD MINERS ETF 92189F106   591,939 21,997 SH   SOLE   0 0 21,997