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
ABRDN PALLADIUM ETF TRUST PHYSICAL PALLADM 003262102 BBG001T6GDX0 1,336,320 16,000 SH   SOLE   16,000 0 0
ABRDN PLATINUM ETF TRUST PHYSCL PLATM SHS 003260106 BBG001T6GDY9 1,328,800 16,000 SH   SOLE   16,000 0 0
ADVISORSHARES TR PURE US CANNABIS 00768Y453 BBG00X28J8Y2 4,059,117 1,065,385 SH   SOLE   1,065,385 0 0
ADVISORSHARES TR PURE US CANNABIS 00768Y453 BBG00X28J8Y2 1,143,000 300,000 SH Call SOLE   300,000 0 0
AGNICO EAGLE MINES LTD COM 008474108 BBG001S77MK3 3,128,400 40,000 SH   SOLE   40,000 0 0
ALAMOS GOLD INC NEW COM CL A 011532108 BBG009HT65S0 2,028,400 110,000 SH   SOLE   110,000 0 0
ALLIANCE RESOURCE PARTNERS L UT LTD PART 01877R108 BBG001SD52Y1 1,045,054 39,751 SH   SOLE   39,751 0 0
ALPHA METALLURGICAL RESOUR I COM 020764106 BBG00DGWV044 520,312 2,600 SH   SOLE   2,600 0 0
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 2,460,900 13,000 SH   SOLE   13,000 0 0
ALPS ETF TR ALERIAN MLP 00162Q452 BBG001TBMNT5 541,318 11,240 SH   SOLE   11,240 0 0
ANTERO MIDSTREAM CORP COM 03676B102 BBG00GBNZ4N9 452,700 30,000 SH   SOLE   30,000 0 0
ARAMARK COM 03852U106 BBG001V0NR70 3,581,760 96,000 SH   SOLE   96,000 0 0
AUTOZONE INC COM 053332102 BBG001S6Q5D9 3,202,000 1,000 SH   SOLE   1,000 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 3,172,960 7,000 SH   SOLE   7,000 0 0
BLACK STONE MINERALS L P COM UNIT 09225M101 BBG008B5CF38 1,286,318 88,104 SH   SOLE   88,104 0 0
BRITISH AMERN TOB PLC SPONSORED ADR 110448107 BBG001S6VV46 2,291,792 63,100 SH   SOLE   63,100 0 0
CAMECO CORP COM 13321L108 BBG001S5Y5S6 5,988,168 116,524 SH   SOLE   116,524 0 0
CANADIAN NAT RES LTD COM 136385101 BBG001S5YC56 3,512,636 113,788 SH   SOLE   113,788 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107 BBG0029SNS07 1,895,400 90,000 SH   SOLE   90,000 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 BBG001S5PL01 2,524,919 101,321 SH   SOLE   101,321 0 0
CASEYS GEN STORES INC COM 147528103 BBG001S5PHZ2 4,556,645 11,500 SH   SOLE   11,500 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101 BBG001S5PW43 94,000 10,000 SH   SOLE   10,000 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101 BBG001S5PW43 2,162,000 230,000 SH Call SOLE   230,000 0 0
COPART INC COM 217204106 BBG001S7MTB1 1,721,700 30,000 SH   SOLE   30,000 0 0
COUPANG INC CL A 22266T109 BBG00XMJRPR7 2,143,050 97,500 SH   SOLE   97,500 0 0
DAKTRONICS INC COM 234264109 BBG001S7N3Z1 4,808,860 285,223 SH   SOLE   285,223 0 0
DRAFTKINGS INC NEW COM CL A 26142V105 BBG0134WCMB3 2,232,000 60,000 SH   SOLE   60,000 0 0
ENERGY TRANSFER L P COM UT LTD PTN 29273V100 BBG001SDHNW4 3,565,380 182,000 SH   SOLE   182,000 0 0
FLUTTER ENTMT PLC SHS G3643J108 BBG001S87K70 4,910,550 19,000 SH   SOLE   19,000 0 0
FOOT LOCKER INC COM 344849104 BBG001S5XMR1 1,555,187 71,470 SH   SOLE   71,470 0 0
FORWARD AIR CORP COM 349853101 BBG001SC0FW1 2,257,984 70,015 SH   SOLE   70,015 0 0
FRONTIER COMMUNICATIONS PARE COM 35909D109 BBG010MVVVX6 1,702,451 49,062 SH   SOLE   49,062 0 0
FULL HSE RESORTS INC COM 359678109 BBG001S7D9G0 605,309 148,360 SH   SOLE   148,360 0 0
GALLAGHER ARTHUR J & CO COM 363576109 BBG001S5NKC2 2,838,500 10,000 SH   SOLE   10,000 0 0
GEO GROUP INC NEW COM 36162J106 BBG001S6VYZ6 503,640 18,000 SH   SOLE   18,000 0 0
GRIFOLS S A SP ADR REP B NVT 398438408 BBG001V1HXJ9 4,910,132 659,964 SH   SOLE   659,964 0 0
GRINDR INC COM 39854F101 BBG00YV3H7V6 1,801,572 100,985 SH   SOLE   100,985 0 0
GRUPO AEROPORTUARIO DEL CENT SPON ADR 400501102 BBG001SQT2W8 729,300 10,625 SH   SOLE   10,625 0 0
GRUPO AEROPORTUARIO DEL SURE SPON ADR SER B 40051E202 BBG001S5NWT8 1,159,335 4,500 SH   SOLE   4,500 0 0
GRUPO AEROPUERTO DEL PACIFIC SPON ADS B 400506101 BBG001SJ6FD1 1,224,930 7,000 SH   SOLE   7,000 0 0
HEICO CORP NEW COM 422806109 BBG001S5RVC4 1,664,180 7,000 SH   SOLE   7,000 0 0
HONEYWELL INTL INC COM 438516106 BBG001S5X1N1 971,327 4,300 SH   SOLE   4,300 0 0
HONEYWELL INTL INC COM 438516106 BBG001S5X1N1 5,195,470 23,000 SH Call SOLE   23,000 0 0
HUBSPOT INC COM 443573100 BBG001T53670 2,090,310 3,000 SH   SOLE   3,000 0 0
ISHARES INC MSCI BRAZIL ETF 464286400 BBG001SFN5N1 652,790 29,000 SH   SOLE   29,000 0 0
ISHARES INC MSCI BRAZIL ETF 464286400 BBG001SFN5N1 68,655,500 3,050,000 SH Call SOLE   3,050,000 0 0
ISHARES TR 20 YR TR BD ETF 464287432 BBG001S8MLN3 6,637,080 76,000 SH   SOLE   76,000 0 0
ISHARES TR IBOXX HI YD ETF 464288513 BBG001ST0ZQ7 1,573,000 20,000 SH   SOLE   20,000 0 0
ITAU UNIBANCO HLDG S A SPON ADR REP PFD 465562106 BBG001S65TL1 3,113,585 627,739 SH   SOLE   627,739 0 0
KBR INC COM 48242W106 BBG001SP11V3 3,388,905 58,500 SH   SOLE   58,500 0 0
KINROSS GOLD CORP COM 496902404 BBG001S5R0C2 1,300,034 140,241 SH   SOLE   140,241 0 0
KRANESHARES TRUST CSI CHI INTERNET 500767306 BBG004XB9HZ5 1,169,600 40,000 SH   SOLE   40,000 0 0
LAUDER ESTEE COS INC CL A 518439104 BBG001S8L5H6 437,733 5,838 SH   SOLE   5,838 0 0
MERCADOLIBRE INC COM 58733R102 BBG001SM32G3 2,599,973 1,529 SH   SOLE   1,529 0 0
MICROSOFT CORP COM 594918104 BBG001S5TD05 2,459,874 5,836 SH   SOLE   5,836 0 0
MITSUBISHI UFJ FINL GROUP IN SPONSORED ADS 606822104 BBG001SFZ3S8 702,520 59,942 SH   SOLE   59,942 0 0
MPLX LP COM UNIT REP LTD 55336V100 BBG0035TJHL3 1,435,800 30,000 SH   SOLE   30,000 0 0
NATURAL RESOURCE PARTNERS L COM UNIT LTD PAR 63900P608 BBG001SH9LZ5 976,689 8,799 SH   SOLE   8,799 0 0
NEXGEN ENERGY LTD COM 65340P106 BBG00334PFM6 8,678,254 1,314,887 SH   SOLE   1,314,887 0 0
NRG ENERGY INC COM NEW 629377508 BBG001SDD8F0 2,706,600 30,000 SH   SOLE   30,000 0 0
NU HLDGS LTD ORD SHS CL A G6683N103 BBG0136WM2Y9 1,761,200 170,000 SH   SOLE   170,000 0 0
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 2,014,350 15,000 SH Put SOLE   15,000 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 BBG00JM7QCG6 1,158,100 185,000 SH   SOLE   185,000 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 BBG001T53796 2,268,900 30,000 SH Put SOLE   30,000 0 0
PETROLEO BRASILEIRO SA PETRO SP ADR NON VTG 71654V101 BBG001SFJFD5 2,604,800 220,000 SH   SOLE   220,000 0 0
PHILIP MORRIS INTL INC COM 718172109 BBG001STP9N1 3,550,325 29,500 SH   SOLE   29,500 0 0
RENTOKIL INITIAL PLC SPONSORED ADR 760125104 BBG001S80721 3,909,459 154,402 SH   SOLE   154,402 0 0
REV GROUP INC COM 749527107 BBG00CSG01X8 7,193,665 225,719 SH   SOLE   225,719 0 0
RH COM 74967X103 BBG002293Q93 4,842,338 12,303 SH   SOLE   12,303 0 0
RIO TINTO PLC SPONSORED ADR 767204100 BBG001SB0LX9 940,960 16,000 SH   SOLE   16,000 0 0
SHOPIFY INC CL A 82509L107 BBG004DW5NC7 2,977,240 28,000 SH   SOLE   28,000 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 BBG003T4VFD1 2,684,280 6,000 SH   SOLE   6,000 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 BBG003T4VFD1 447,380 1,000 SH Call SOLE   1,000 0 0
SPROTT FDS TR URANIUM MINERS E 85208P303 BBG016ZGFLP1 1,241,548 30,800 SH   SOLE   30,800 0 0
TASEKO MINES LTD COM 876511106 BBG001S60ML1 3,219,352 1,659,460 SH   SOLE   1,659,460 0 0
TESLA INC COM 88160R101 BBG001SQKGD7 2,423,040 6,000 SH Put SOLE   6,000 0 0
THE REALREAL INC COM 88339P101 BBG004FPDP45 6,277,143 574,304 SH   SOLE   574,304 0 0
TIDEWATER INC NEW COM 88642R109 BBG00HBQ36G8 1,094,200 20,000 SH   SOLE   20,000 0 0
TRIUMPH FINANCIAL INC COM 89679E300 BBG001SNKPZ0 2,439,583 26,844 SH   SOLE   26,844 0 0
VALARIS LTD CL A G9460G101 BBG010JW9K58 1,106,000 25,000 SH   SOLE   25,000 0 0
VALE S A SPONSORED ADS 91912E105 BBG001SB54S8 3,814,100 430,000 SH   SOLE   430,000 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106 BBG001SR42Z0 5,415,529 159,703 SH   SOLE   159,703 0 0
VANECK ETF TRUST JUNIOR GOLD MINE 92189F791 BBG001T60G06 265,050 6,200 SH   SOLE   6,200 0 0
VIATRIS INC COM 92556V106 BBG00Y52JV51 1,606,050 129,000 SH   SOLE   129,000 0 0
VISTRA CORP COM 92840M102 BBG00DXDL6R0 3,656,312 26,520 SH   SOLE   26,520 0 0
WARBY PARKER INC CL A COM 93403J106 BBG005DWN8L7 1,210,500 50,000 SH   SOLE   50,000 0 0
WARRIOR MET COAL INC COM 93627C101 BBG00GD1JNK4 3,087,504 56,923 SH   SOLE   56,923 0 0
WASTE CONNECTIONS INC COM 94106B101 BBG001SKJ4K1 2,728,122 15,900 SH   SOLE   15,900 0 0
WIDEOPENWEST INC COM 96758W101 BBG00GBB6WG3 356,966 71,969 SH   SOLE   71,969 0 0
WILLSCOT HLDGS CORP COM CL A 971378104 BBG00B0FS9V7 1,672,500 50,000 SH Call SOLE   50,000 0 0