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 1,461,319 208,462 SH   SOLE   208,462 0 0
AGNICO EAGLE MINES LTD COM 008474108 BBG001S77MK3 2,194,000 40,000 SH   SOLE   40,000 0 0
ALAMOS GOLD INC NEW COM CL A 011532108 BBG009HT65S0 1,212,300 90,000 SH   SOLE   90,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 BBG006G2JWB1 1,085,140 14,000 SH   SOLE   14,000 0 0
ALLIANCE RESOURCE PARTNERS L UT LTD PART 01877R108 BBG001SD52Y1 1,053,726 49,751 SH   SOLE   49,751 0 0
ALPHA METALLURGICAL RESOUR I COM 020764106 BBG00DGWV044 2,575,792 7,600 SH   SOLE   7,600 0 0
ALPS ETF TR ALERIAN MLP 00162Q452 BBG001TBMNT5 637,800 15,000 SH   SOLE   15,000 0 0
ALTRIA GROUP INC COM 02209S103 BBG001S5T8T5 1,470,796 36,460 SH   SOLE   36,460 0 0
AMMO INC COM 00175J107 BBG001SB6XN8 1,082,611 515,529 SH   SOLE   515,529 0 0
ANTERO MIDSTREAM CORP COM 03676B102 BBG00GBNZ4N9 375,900 30,000 SH   SOLE   30,000 0 0
AON PLC SHS CL A G0403H108 BBG00SSQFPR9 2,153,548 7,400 SH   SOLE   7,400 0 0
AUTOZONE INC COM 053332102 BBG001S6Q5D9 2,585,610 1,000 SH   SOLE   1,000 0 0
BANCO BRADESCO S A SP ADR PFD NEW 059460303 BBG001SF7657 2,310,000 660,000 SH   SOLE   660,000 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 1,601,760 4,491 SH   SOLE   4,491 0 0
BLACK STONE MINERALS L P COM UNIT 09225M101 BBG008B5CF38 1,725,340 108,104 SH   SOLE   108,104 0 0
CAMECO CORP COM 13321L108 BBG001S5Y5S6 7,177,184 166,524 SH   SOLE   166,524 0 0
CAMECO CORP COM 13321L108 BBG001S5Y5S6 4,310,000 100,000 SH Put SOLE   100,000 0 0
CANADIAN NAT RES LTD COM 136385101 BBG001S5YC56 3,727,695 56,894 SH   SOLE   56,894 0 0
CASEYS GEN STORES INC COM 147528103 BBG001S5PHZ2 3,104,562 11,300 SH   SOLE   11,300 0 0
CENOVUS ENERGY INC COM 15135U109 BBG001T2PJV8 832,500 50,000 SH   SOLE   50,000 0 0
CENTRAL PUERTO S A SPONSORED ADR 155038201 BBG00JNMX9L5 591,500 65,000 SH   SOLE   65,000 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101 BBG001S5PW43 1,021,000 50,000 SH   SOLE   50,000 0 0
DAKTRONICS INC COM 234264109 BBG001S7N3Z1 4,069,493 479,893 SH   SOLE   479,893 0 0
DENISON MINES CORP COM 248356107 BBG001S9ZPX7 1,459,898 824,801 SH   SOLE   824,801 0 0
ENERGY TRANSFER L P COM UT LTD PTN 29273V100 BBG001SDHNW4 3,301,098 239,210 SH   SOLE   239,210 0 0
FOOT LOCKER INC COM 344849104 BBG001S5XMR1 2,603,984 83,595 SH   SOLE   83,595 0 0
FRANCO NEV CORP COM 351858105 BBG001STGSR5 1,662,150 15,000 SH   SOLE   15,000 0 0
GILDAN ACTIVEWEAR INC COM 375916103 BBG001S7JJL6 991,800 30,000 SH   SOLE   30,000 0 0
GLOBAL X FDS GLOBAL X SILVER 37954Y848 BBG001SSPRJ8 2,324,695 81,942 SH   SOLE   81,942 0 0
GOLAR LNG LTD SHS G9456A100 BBG001SHSF05 1,724,250 75,000 SH   SOLE   75,000 0 0
GRUPO AEROPORTUARIO DEL CENT SPON ADR 400501102 BBG001SQT2W8 899,194 10,625 SH   SOLE   10,625 0 0
GRUPO AEROPORTUARIO DEL SURE SPON ADR SER B 40051E202 BBG001S5NWT8 1,800,344 6,118 SH   SOLE   6,118 0 0
GRUPO AEROPUERTO DEL PACIFIC SPON ADR B 400506101 BBG001SJ6FD1 1,489,370 8,500 SH   SOLE   8,500 0 0
GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101 BBG00YDGX9Z1 658,816 10,772 SH   SOLE   10,772 0 0
HECLA MNG CO COM 422704106 BBG001S5RXF7 476,710 99,108 SH   SOLE   99,108 0 0
HEICO CORP NEW COM 422806109 BBG001S5RVC4 1,252,090 7,000 SH   SOLE   7,000 0 0
INVESCO EXCH TRADED FD TR II SOLAR ETF 46138G706 BBG00KXH5XJ3 2,839,821 53,230 SH   SOLE   53,230 0 0
ISHARES TR 1 3 YR TREAS BD 464287457 BBG001SKXPR1 3,486,700 42,500 SH   SOLE   42,500 0 0
ISHARES TR 20 YR TR BD ETF 464287432 BBG001S8MLN3 249,178 2,520 SH   SOLE   2,520 0 0
ITAU UNIBANCO HLDG S A SPON ADR REP PFD 465562106 BBG001S65TL1 2,780,000 400,000 SH   SOLE   400,000 0 0
KBR INC COM 48242W106 BBG001SP11V3 2,770,500 50,000 SH   SOLE   50,000 0 0
KINROSS GOLD CORP COM 496902404 BBG001S5R0C2 605,000 100,000 SH   SOLE   100,000 0 0
KRANESHARES TR CSI CHI INTERNET 500767306 BBG004XB9HZ5 810,000 30,000 SH   SOLE   30,000 0 0
LANCASTER COLONY CORP COM 513847103 BBG001S5SPQ1 1,164,730 7,000 SH   SOLE   7,000 0 0
MICROSOFT CORP COM 594918104 BBG001S5TD05 991,241 2,636 SH   SOLE   2,636 0 0
MITSUBISHI UFJ FINL GROUP IN SPONSORED ADS 606822104 BBG001SFZ3S8 516,101 59,942 SH   SOLE   59,942 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 BBG008NVB1F7 1,711,305 29,705 SH   SOLE   29,705 0 0
MPLX LP COM UNIT REP LTD 55336V100 BBG0035TJHL3 1,101,600 30,000 SH   SOLE   30,000 0 0
MSCI INC COM 55354G100 BBG001SV8B05 1,527,255 2,700 SH   SOLE   2,700 0 0
NATURAL RESOURCE PARTNERS L COM UNIT LTD PAR 63900P608 BBG001SH9LZ5 1,260,390 13,617 SH   SOLE   13,617 0 0
NEWMONT CORP COM 651639106 BBG001S5TKX3 1,655,600 40,000 SH   SOLE   40,000 0 0
NEXGEN ENERGY LTD COM 65340P106 BBG00334PFM6 8,107,540 1,158,220 SH   SOLE   1,158,220 0 0
NRG ENERGY INC COM NEW 629377508 BBG001SDD8F0 4,566,713 88,331 SH   SOLE   88,331 0 0
PETROLEO BRASILEIRO SA PETRO SP ADR NON VTG 71654V101 BBG001SFJFD5 3,590,800 235,000 SH   SOLE   235,000 0 0
REKOR SYSTEMS INC COM 759419104 BBG00GX2L937 197,755 59,386 SH   SOLE   59,386 0 0
RH COM 74967X103 BBG002293Q93 2,138,006 7,335 SH   SOLE   7,335 0 0
RIO TINTO PLC SPONSORED ADR 767204100 BBG001SB0LX9 2,233,800 30,000 SH   SOLE   30,000 0 0
SHOPIFY INC CL A 82509L107 BBG004DW5NC7 1,791,700 23,000 SH   SOLE   23,000 0 0
SIBANYE STILLWATER LTD SPONSORED ADR 82575P107 BBG00RRGP4W4 1,524,744 280,800 SH   SOLE   280,800 0 0
SOUTHWESTERN ENERGY CO COM 845467109 BBG001S5WHW7 327,500 50,000 SH   SOLE   50,000 0 0
SOUTHWESTERN ENERGY CO COM 845467109 BBG001S5WHW7 685,785 104,700 SH Call SOLE   104,700 0 0
SPDR SER TR BLOOMBERG 1-3 MO 78468R663 BBG001STKCW9 9,419,202 103,066 SH   SOLE   103,066 0 0
SPROTT FDS TR URANIUM MINERS E 85208P303 BBG016ZGFLP1 4,051,349 83,931 SH   SOLE   83,931 0 0
SPROTT FDS TR URANIUM MINERS E 85208P303 BBG016ZGFLP1 4,827,000 100,000 SH Put SOLE   100,000 0 0
SYSTEM1 INC *W EXP 99/99/999 87200P117   8,858 55,400 SH   SOLE   55,400 0 0
TASEKO MINES LTD COM 876511106 BBG001S60ML1 2,076,844 1,483,460 SH   SOLE   1,483,460 0 0
THE REALREAL INC COM 88339P101 BBG004FPDP45 924,600 460,000 SH   SOLE   460,000 0 0
TIDEWATER INC NEW COM 88642R109 BBG00HBQ36G8 3,100,730 43,000 SH   SOLE   43,000 0 0
TRIUMPH FINANCIAL INC COM 89679E300 BBG001SNKPZ0 1,190,192 14,844 SH   SOLE   14,844 0 0
VALARIS LTD CL A G9460G101 BBG010JW9K58 2,948,510 43,000 SH   SOLE   43,000 0 0
VALE S A SPONSORED ADS 91912E105 BBG001SB54S8 1,150,611 72,548 SH   SOLE   72,548 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106 BBG001SR42Z0 4,022,090 129,703 SH   SOLE   129,703 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106 BBG001SR42Z0 18,122,244 584,400 SH Call SOLE   584,400 0 0
VANECK ETF TRUST JUNIOR GOLD MINE 92189F791 BBG001T60G06 4,170,100 110,000 SH   SOLE   110,000 0 0
VICI PPTYS INC COM 925652109 BBG00HVVB4B6 286,920 900,000 SH   SOLE   900,000 0 0
VISTRA CORP COM 92840M102 BBG00DXDL6R0 2,311,200 60,000 SH   SOLE   60,000 0 0
WARRIOR MET COAL INC COM 93627C101 BBG00GD1JNK4 3,005,089 49,288 SH   SOLE   49,288 0 0
WASTE CONNECTIONS INC COM 94106B101 BBG001SKJ4K1 2,373,393 15,900 SH   SOLE   15,900 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 BBG00B0FS9V7 1,532,224 34,432 SH   SOLE   34,432 0 0