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 BBG00X28J8Y2 3,303,147 460,690 SH   SOLE   460,690 0 0
ADVISORSHARES TR PURE US CANNABIS 00768Y453 BBG00X28J8Y2 860,400 120,000 SH Call SOLE   120,000 0 0
AGNICO EAGLE MINES LTD COM 008474108 BBG001S77MK3 3,222,400 40,000 SH   SOLE   40,000 0 0
ALAMOS GOLD INC NEW COM CL A 011532108 BBG009HT65S0 2,193,400 110,000 SH   SOLE   110,000 0 0
ALLIANCE RESOURCE PARTNERS L UT LTD PART 01877R108 BBG001SD52Y1 993,775 39,751 SH   SOLE   39,751 0 0
ALPHA METALLURGICAL RESOUR I COM 020764106 BBG00DGWV044 1,653,260 7,000 SH   SOLE   7,000 0 0
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 1,160,950 7,000 SH   SOLE   7,000 0 0
ALPS ETF TR ALERIAN MLP 00162Q452 BBG001TBMNT5 529,741 11,240 SH   SOLE   11,240 0 0
AMN HEALTHCARE SVCS INC COM 001744101 BBG001S6Q193 1,695,600 40,000 SH   SOLE   40,000 0 0
ANTERO MIDSTREAM CORP COM 03676B102 BBG00GBNZ4N9 451,500 30,000 SH   SOLE   30,000 0 0
ARAMARK COM 03852U106 BBG001V0NR70 3,524,430 91,000 SH   SOLE   91,000 0 0
AUTOZONE INC COM 053332102 BBG001S6Q5D9 3,965,900 1,259 SH   SOLE   1,259 0 0
BATH & BODY WORKS INC COM 070830104 BBG001S5SWL1 2,920,680 91,500 SH   SOLE   91,500 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 2,067,028 4,491 SH   SOLE   4,491 0 0
BLACK STONE MINERALS L P COM UNIT 09225M101 BBG008B5CF38 1,330,370 88,104 SH   SOLE   88,104 0 0
BRITISH AMERN TOB PLC SPONSORED ADR 110448107 BBG001S6VV46 2,308,198 63,100 SH   SOLE   63,100 0 0
CAMECO CORP COM 13321L108 BBG001S5Y5S6 5,565,186 116,524 SH   SOLE   116,524 0 0
CANADIAN NAT RES LTD COM 136385101 BBG001S5YC56 3,778,899 113,788 SH   SOLE   113,788 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107 BBG0029SNS07 7,869,437 185,425 SH   SOLE   185,425 0 0
CARNIVAL PLC ADS 14365C103 BBG001SG8WT1 1,872,412 101,321 SH   SOLE   101,321 0 0
CASEYS GEN STORES INC COM 147528103 BBG001S5PHZ2 4,621,233 12,300 SH   SOLE   12,300 0 0
CLEAN HARBORS INC COM 184496107 BBG001S5PW98 1,691,970 7,000 SH   SOLE   7,000 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101 BBG001S5PW43 127,700 10,000 SH   SOLE   10,000 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101 BBG001S5PW43 3,447,900 270,000 SH Call SOLE   270,000 0 0
COPART INC COM 217204106 BBG001S7MTB1 2,358,000 45,000 SH   SOLE   45,000 0 0
DAKTRONICS INC COM 234264109 BBG001S7N3Z1 3,240,642 251,018 SH   SOLE   251,018 0 0
DOLLAR TREE INC COM 256746108 BBG001S6ZGL6 2,812,800 40,000 SH   SOLE   40,000 0 0
DRAFTKINGS INC NEW COM CL A 26142V105 BBG0134WCMB3 1,091,720 27,850 SH   SOLE   27,850 0 0
ECOLAB INC COM 278865100 BBG001S5QRB5 1,531,980 6,000 SH   SOLE   6,000 0 0
ELI LILLY & CO COM 532457108 BBG001S5STL8 2,214,850 2,500 SH   SOLE   2,500 0 0
ENERGY TRANSFER L P COM UT LTD PTN 29273V100 BBG001SDHNW4 3,432,838 213,884 SH   SOLE   213,884 0 0
FIRSTCASH HOLDINGS INC COM 33768G107 BBG0145KL756 2,220,002 19,338 SH   SOLE   19,338 0 0
FLUTTER ENTMT PLC SHS G3643J108 BBG001S87K70 2,847,360 12,000 SH   SOLE   12,000 0 0
FOOT LOCKER INC COM 344849104 BBG001S5XMR1 2,631,494 101,838 SH   SOLE   101,838 0 0
FRONTIER COMMUNICATIONS PARE COM 35909D109 BBG010MVVVX6 1,743,173 49,062 SH   SOLE   49,062 0 0
GALLAGHER ARTHUR J & CO COM 363576109 BBG001S5NKC2 2,813,700 10,000 SH   SOLE   10,000 0 0
GEO GROUP INC NEW COM 36162J106 BBG001S6VYZ6 114,365 8,900 SH   SOLE   8,900 0 0
GEO GROUP INC NEW COM 36162J106 BBG001S6VYZ6 514,000 40,000 SH Call SOLE   40,000 0 0
GRIFOLS S A SP ADR REP B NVT 398438408 BBG001V1HXJ9 5,457,240 614,554 SH   SOLE   614,554 0 0
GRUPO AEROPORTUARIO DEL CENT SPON ADR 400501102 BBG001SQT2W8 720,588 10,625 SH   SOLE   10,625 0 0
GRUPO AEROPORTUARIO DEL SURE SPON ADR SER B 40051E202 BBG001S5NWT8 1,272,420 4,500 SH   SOLE   4,500 0 0
GRUPO AEROPUERTO DEL PACIFIC SPON ADS B 400506101 BBG001SJ6FD1 1,218,140 7,000 SH   SOLE   7,000 0 0
HEICO CORP NEW COM 422806109 BBG001S5RVC4 1,830,360 7,000 SH   SOLE   7,000 0 0
HUBSPOT INC COM 443573100 BBG001T53670 2,551,680 4,800 SH   SOLE   4,800 0 0
HUDSON PAC PPTYS INC COM 444097109 BBG001T6TCN9 1,320,193 276,191 SH   SOLE   276,191 0 0
ITAU UNIBANCO HLDG S A SPON ADR REP PFD 465562106 BBG001S65TL1 3,309,964 497,739 SH   SOLE   497,739 0 0
KBR INC COM 48242W106 BBG001SP11V3 3,907,800 60,000 SH   SOLE   60,000 0 0
KINROSS GOLD CORP COM 496902404 BBG001S5R0C2 1,312,656 140,241 SH   SOLE   140,241 0 0
KRANESHARES TRUST CSI CHI INTERNET 500767306 BBG004XB9HZ5 7,144,200 210,000 SH   SOLE   210,000 0 0
LANCASTER COLONY CORP COM 513847103 BBG001S5SPQ1 1,204,384 6,821 SH   SOLE   6,821 0 0
MARSH & MCLENNAN COS INC COM 571748102 BBG001S5T7M4 1,879,310 8,424 SH   SOLE   8,424 0 0
MELCO RESORTS AND ENTMNT LTD ADR 585464100 BBG001SBX933 623,200 80,000 SH Call SOLE   80,000 0 0
MERCADOLIBRE INC COM 58733R102 BBG001SM32G3 3,137,447 1,529 SH   SOLE   1,529 0 0
MICROSOFT CORP COM 594918104 BBG001S5TD05 2,511,231 5,836 SH   SOLE   5,836 0 0
MITSUBISHI UFJ FINL GROUP IN SPONSORED ADS 606822104 BBG001SFZ3S8 610,210 59,942 SH   SOLE   59,942 0 0
MPLX LP COM UNIT REP LTD 55336V100 BBG0035TJHL3 1,333,800 30,000 SH   SOLE   30,000 0 0
NATURAL RESOURCE PARTNERS L COM UNIT LTD PAR 63900P608 BBG001SH9LZ5 860,542 8,799 SH   SOLE   8,799 0 0
NEXGEN ENERGY LTD COM 65340P106 BBG00334PFM6 8,773,277 1,343,534 SH   SOLE   1,343,534 0 0
NIKE INC CL B 654106103 BBG001S6NTK2 3,511,867 39,727 SH   SOLE   39,727 0 0
NIKE INC CL B 654106103 BBG001S6NTK2 1,458,600 16,500 SH Call SOLE   16,500 0 0
NRG ENERGY INC COM NEW 629377508 BBG001SDD8F0 2,733,000 30,000 SH   SOLE   30,000 0 0
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 7,286,400 60,000 SH Put SOLE   60,000 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102 BBG00LBLDFH8 4,044,300 30,000 SH   SOLE   30,000 0 0
PETROLEO BRASILEIRO SA PETRO SP ADR NON VTG 71654V101 BBG001SFJFD5 3,099,650 235,000 SH   SOLE   235,000 0 0
PHILIP MORRIS INTL INC COM 718172109 BBG001STP9N1 3,399,200 28,000 SH   SOLE   28,000 0 0
RENTOKIL INITIAL PLC SPONSORED ADR 760125104 BBG001S80721 5,345,042 214,402 SH   SOLE   214,402 0 0
REV GROUP INC COM 749527107 BBG00CSG01X8 6,333,675 225,719 SH   SOLE   225,719 0 0
RH COM 74967X103 BBG002293Q93 4,114,492 12,303 SH   SOLE   12,303 0 0
SHOPIFY INC CL A 82509L107 BBG004DW5NC7 2,243,920 28,000 SH   SOLE   28,000 0 0
SIBANYE STILLWATER LTD SPONSORED ADR 82575P107 BBG00RRGP4W4 2,787,517 678,228 SH   SOLE   678,228 0 0
SPROTT FDS TR URANIUM MINERS E 85208P303 BBG016ZGFLP1 1,504,864 32,800 SH   SOLE   32,800 0 0
SYNOPSYS INC COM 871607107 BBG001S5VTR8 2,531,950 5,000 SH   SOLE   5,000 0 0
TASEKO MINES LTD COM 876511106 BBG001S60ML1 3,980,239 1,579,460 SH   SOLE   1,579,460 0 0
THE REALREAL INC COM 88339P101 BBG004FPDP45 2,340,255 745,304 SH   SOLE   745,304 0 0
TIDEWATER INC NEW COM 88642R109 BBG00HBQ36G8 1,435,800 20,000 SH   SOLE   20,000 0 0
TRIUMPH FINANCIAL INC COM 89679E300 BBG001SNKPZ0 2,453,332 30,844 SH   SOLE   30,844 0 0
U HAUL HOLDING COMPANY COM 023586100 BBG001S6VFM1 269,088 3,473 SH   SOLE   3,473 0 0
VALARIS LTD CL A G9460G101 BBG010JW9K58 1,823,025 32,700 SH   SOLE   32,700 0 0
VALVOLINE INC COM 92047W101 BBG003DNHV65 2,511,000 60,000 SH   SOLE   60,000 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106 BBG001SR42Z0 6,359,373 159,703 SH   SOLE   159,703 0 0
VANECK ETF TRUST JUNIOR GOLD MINE 92189F791 BBG001T60G06 302,622 6,200 SH   SOLE   6,200 0 0
VISTRA CORP COM 92840M102 BBG00DXDL6R0 3,143,681 26,520 SH   SOLE   26,520 0 0
WARRIOR MET COAL INC COM 93627C101 BBG00GD1JNK4 3,788,503 59,288 SH   SOLE   59,288 0 0
WASTE CONNECTIONS INC COM 94106B101 BBG001SKJ4K1 2,843,238 15,900 SH   SOLE   15,900 0 0
WILLSCOT HLDGS CORP COM CL A 971378104 BBG00B0FS9V7 2,256,000 60,000 SH   SOLE   60,000 0 0