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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBVIE INC COM 00287Y109 99 735 SH   SOLE   735 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 4,381 17,025 SH   SOLE   17,025 0 0
AGNICO EAGLE MINES LTD COM 008474108 550 13,031 SH   SOLE   13,031 0 0
AIRBNB INC COM CL A 009066101 53 500 SH   SOLE   500 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 161 2,000 SH   SOLE   2,000 0 0
ALPHABET INC CAP STK CL A 02079K305 11,038 115,400 SH   SOLE   115,400 0 0
ALPHABET INC CAP STK CL C 02079K107 1,538 16,000 SH   SOLE   16,000 0 0
A-MARK PRECIOUS METALS INC COM 00181T107 295 10,400 SH   SOLE   10,400 0 0
AMAZON COM INC COM 023135106 13,865 122,700 SH   SOLE   122,700 0 0
APPLE INC COM 037833100 7,684 55,600 SH   SOLE   55,600 0 0
B2GOLD CORP COM 11777Q209 87 27,000 SH   SOLE   27,000 0 0
BARRICK GOLD CORP COM 067901108 3,513 226,650 SH   SOLE   220,650 0 0
BATH & BODY WORKS INC COM 070830104 52 1,600 SH   SOLE   1,600 0 0
THE BEAUTY HEALTH COMPANY COM CL A 88331L108 71 6,000 SH   SOLE   6,000 0 0
BIONTECH SE SPONSORED ADS 09075V102 175 1,300 SH   SOLE   1,300 0 0
BUNGE LIMITED COM G16962105 306 3,700 SH   SOLE   3,700 0 0
CAMPBELL SOUP CO COM 134429109 5,862 124,400 SH   SOLE   124,400 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107 79 2,045 SH   SOLE   2,045 0 0
CATALYST PHARMACEUTICALS INC COM 14888U101 148 11,500 SH   SOLE   11,500 0 0
CONTINENTAL RES INC COM 212015101 200 3,000 SH   SOLE   3,000 0 0
COSTCO WHSL CORP NEW COM 22160K105 64 135 SH   SOLE   135 0 0
COUPANG INC CL A 22266T109 56 3,339 SH   SOLE   3,339 0 0
COUSINS PPTYS INC COM NEW 222795502 9,310 398,700 SH   SOLE   398,700 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 132 800 SH   SOLE   800 0 0
EOG RES INC COM 26875P101 9,128 81,700 SH   SOLE   81,700 0 0
EQUITY COMWLTH COM SH BEN INT 294628102 10,499 431,000 SH   SOLE   431,000 0 0
EXPEDIA GROUP INC COM NEW 30212P303 52 550 SH   SOLE   550 0 0
EXXON MOBIL CORP COM 30231G102 8,792 100,700 SH   SOLE   100,700 0 0
FIGS INC CL A 30260D103 29 3,500 SH   SOLE   3,500 0 0
GLOBAL X FDS GLOBAL X URANIUM 37954Y871 54 2,716 SH   SOLE   2,716 0 0
GOLD FIELDS LTD SPONSORED ADR 38059T106 138 17,000 SH   SOLE   17,000 0 0
GSK PLC SPONSORED ADR 37733W204 6,422 218,200 SH   SOLE   218,200 0 0
HORIZON THERAPEUTICS PUB L SHS G46188101 111 1,800 SH   SOLE   1,800 0 0
HOST HOTELS & RESORTS INC COM 44107P104 1,596 100,500 SH   SOLE   100,500 0 0
IAMGOLD CORP COM 450913108 32 29,866 SH   SOLE   29,866 0 0
ICON PLC SHS G4705A100 147 800 SH   SOLE   800 0 0
INMODE LTD SHS M5425M103 274 9,400 SH   SOLE   9,400 0 0
INVESCO DB COMMDY INDX TRCK UNIT 46138B103 263 11,000 SH   SOLE   11,000 0 0
ISHARES TR 20 YR TR BD ETF 464287432 410 4,000 SH   SOLE   4,000 0 0
ISHARES TR BARCLAYS 7 10 YR 464287440 720 7,500 SH   SOLE   7,500 0 0
ISHARES GOLD TR ISHARES NEW 464285204 865 27,450 SH   SOLE   27,450 0 0
SMUCKER J M CO COM NEW 832696405 3,518 25,600 SH   SOLE   25,600 0 0
KINDER MORGAN INC DEL COM 49456B101 7,821 470,000 SH   SOLE   470,000 0 0
KRANESHARES TR GLOBAL CARB STRA 500767678 93 2,500 SH   SOLE   2,500 0 0
KROGER CO COM 501044101 131 3,000 SH   SOLE   3,000 0 0
LOGITECH INTL S A SHS H50430232 32 700 SH   SOLE   700 0 0
LULULEMON ATHLETICA INC COM 550021109 84 300 SH   SOLE   300 0 0
MARATHON OIL CORP COM 565849106 4,007 177,450 SH   SOLE   177,450 0 0
MCKESSON CORP COM 58155Q103 112 330 SH   SOLE   330 0 0
MICROSOFT CORP COM 594918104 9,980 42,850 SH   SOLE   42,850 0 0
MOSAIC CO NEW COM 61945C103 4,132 85,500 SH   SOLE   85,500 0 0
MP MATERIALS CORP COM CL A 553368101 128 4,700 SH   SOLE   4,700 0 0
NEW FORTRESS ENERGY INC COM CL A 644393100 380 8,700 SH   SOLE   8,700 0 0
NEWMONT CORP COM 651639106 9,835 234,000 SH   SOLE   234,000 0 0
NIKE INC CL B 654106103 354 4,257 SH   SOLE   4,257 0 0
NOKIA CORP SPONSORED ADR 654902204 55 12,865 SH   SOLE   12,865 0 0
OCCIDENTAL PETE CORP COM 674599105 7,823 127,300 SH   SOLE   127,300 0 0
PERFICIENT INC COM 71375U101 65 1,000 SH   SOLE   1,000 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 86 7,000 SH   SOLE   7,000 0 0
PHILLIPS 66 COM 718546104 4,399 54,500 SH   SOLE   54,500 0 0
POPULAR INC COM NEW 733174700 65 900 SH   SOLE   900 0 0
PROGYNY INC COM 74340E103 93 2,500 SH   SOLE   2,500 0 0
PROSHARES TR SHORT QQQ NEW 74347B714 3,655 245,000 SH   SOLE   245,000 0 0
RANGE RES CORP COM 75281A109 5,772 228,500 SH   SOLE   228,500 0 0
RAYONIER INC COM 754907103 3,782 126,200 SH   SOLE   126,200 0 0
SANDSTORM GOLD LTD COM NEW 80013R206 290 56,000 SH   SOLE   56,000 0 0
SANOFI SPONSORED ADR 80105N105 8,138 214,050 SH   SOLE   214,050 0 0
SIGNET JEWELERS LIMITED SHS G81276100 66 1,150 SH   SOLE   1,150 0 0
SIMPLY GOOD FOODS CO COM 82900L102 253 7,900 SH   SOLE   7,900 0 0
SSR MNG INC COM 784730103 162 11,000 SH   SOLE   11,000 0 0
SUNCOR ENERGY INC NEW COM 867224107 343 12,200 SH   SOLE   12,200 0 0
SUPER MICRO COMPUTER INC COM 86800U104 138 2,500 SH   SOLE   2,500 0 0
TECK RESOURCES LTD CL B 878742204 8,189 269,300 SH   SOLE   269,300 0 0
TECK RESOURCES LTD CL B 878742204 684 22,500 SH   SOLE   22,500 0 0
CALLAWAY GOLF CO COM 131193104 78 4,025 SH   SOLE   4,025 0 0
TYSON FOODS INC CL A 902494103 1,424 21,600 SH   SOLE   21,600 0 0
ULTA BEAUTY INC COM 90384S303 48 120 SH   SOLE   120 0 0
UNITED NAT FOODS INC COM 911163103 299 8,700 SH   SOLE   8,700 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 114 545 SH   SOLE   545 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106 9,069 376,000 SH   SOLE   376,000 0 0
VANECK ETF TRUST JUNIOR GOLD MINE 92189F791 457 15,500 SH   SOLE   15,500 0 0
VANGUARD MALVERN FDS STRM INFPROIDX 922020805 14,072 292,500 SH   SOLE   292,500 0 0
VERRA MOBILITY CORP COM 92511U102 169 11,000 SH   SOLE   11,000 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 2,465 8,515 SH   SOLE   8,515 0 0
VICTORIAS SECRET AND CO COMMON STOCK 926400102 16 533 SH   SOLE   533 0 0
DISNEY WALT CO COM 254687106 165 1,749 SH   SOLE   1,749 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104 75 6,509 SH   SOLE   6,509 0 0
WILLIAMS SONOMA INC COM 969904101 39 335 SH   SOLE   335 0 0
WP CAREY INC COM 92936U109 3,553 50,900 SH   SOLE   50,900 0 0
YETI HLDGS INC COM 98585X104 34 1,200 SH   SOLE   1,200 0 0
CRYOPORT INC COM PAR $0.001 229050307 104 4,250 SH   SOLE   4,250 0 0
SAREPTA THERAPEUTICS INC COM 803607100 85 765 SH   SOLE   765 0 0