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
ABRDN PLATINUM ETF TRUST PHYSCL PLATM SHS 003260106   14,485,883 157,558 SH   SOLE   0 0 157,558
ADECOAGRO S A COM L00849106   17,378,922 2,148,198 SH   SOLE   0 0 2,148,198
AGNICO EAGLE MINES LTD COM 008474108   7,815,842 153,342 SH   SOLE   0 0 153,342
ALAMOS GOLD INC NEW COM CL A 011532108   10,939,992 894,521 SH   SOLE   0 0 894,521
ANNALY CAPITAL MANAGEMENT IN COM NEW 035710839   11,424,359 597,821 SH   SOLE   0 0 597,821
APPLE INC COM 037833100   92,014,200 558,000 SH Put SOLE   0 0 558,000
BRF SA SPONSORED ADR 10552T107   6,775,789 5,293,585 SH   SOLE   0 0 5,293,585
CAMECO CORP COM 13321L108   31,092,682 1,188,104 SH   SOLE   0 0 1,188,104
CANADIAN NAT RES LTD COM 136385101   19,928,325 360,042 SH   SOLE   0 0 360,042
CENOVUS ENERGY INC COM 15135U109   7,147,932 409,389 SH   SOLE   0 0 409,389
DENISON MINES CORP COM 248356107   919,765 843,821 SH   SOLE   0 0 843,821
DHT HOLDINGS INC SHS NEW Y2065G121   3,826,805 354,006 SH   SOLE   0 0 354,006
DISCOVER FINL SVCS COM 254709108   13,197,908 133,528 SH   SOLE   0 0 133,528
DOUBLELINE INCOME SOLUTIONS COM 258622109   6,506,937 572,290 SH   SOLE   0 0 572,290
DOUBLELINE OPPORTUNISTIC CR COM 258623107   5,790,290 408,342 SH   SOLE   0 0 408,342
DOUBLELINE YIELD OPPORTUNITI COM 25862D105   9,842,986 703,573 SH   SOLE   0 0 703,573
ENETI INC COM Y2294C107   7,853,327 839,928 SH   SOLE   0 0 839,928
EQUINOX GOLD CORP COM 29446Y502   11,510,698 2,235,087 SH   SOLE   0 0 2,235,087
FISERV INC COM 337738108   494,619 4,376 SH   SOLE   0 0 4,376
GLOBAL X FDS GLOBAL X URANIUM 37954Y871   214,188 10,747 SH   SOLE   0 0 10,747
INVESCO QQQ TR UNIT SER 1 46090E103   189,348,700 590,000 SH Put SOLE   0 0 590,000
ISHARES INC MSCI JAPN SMCETF 464286582   2,031,871 29,771 SH   SOLE   0 0 29,771
ISHARES INC MSCI JPN ETF NEW 46434G822   123,290,083 2,100,700 SH Call SOLE   0 0 2,100,700
ISHARES INC MSCI BRAZIL ETF 464286400   50,926,800 1,860,000 SH Call SOLE   0 0 1,860,000
ISHARES INC MSCI SINGPOR ETF 46434G780   342,591 17,259 SH   SOLE   0 0 17,259
ISHARES INC MSCI JPN ETF NEW 46434G822   2,934,500 50,000 SH   SOLE   0 0 50,000
ISHARES INC MSCI BRAZIL ETF 464286400   4,107,000 150,000 SH   SOLE   0 0 150,000
ISHARES SILVER TR ISHARES 46428Q109   6,598,838 298,320 SH   SOLE   0 0 298,320
ISHARES SILVER TR ISHARES 46428Q109   130,249,196 5,888,300 SH Call SOLE   0 0 5,888,300
ISHARES TR RUSSELL 2000 ETF 464287655   69,397,600 389,000 SH Put SOLE   0 0 389,000
J P MORGAN EXCHANGE TRADED F BETABULDRS JAPAN 46641Q217   766,946 15,846 SH   SOLE   0 0 15,846
LINCOLN EDL SVCS CORP COM 533535100   6,456,594 1,140,741 SH   SOLE   0 0 1,140,741
MICROSOFT CORP COM 594918104   2,729,048 9,466 SH   SOLE   0 0 9,466
MITSUBISHI UFJ FINL GROUP IN SPONSORED ADS 606822104   9,907,254 1,550,431 SH   SOLE   0 0 1,550,431
MIZUHO FINANCIAL GROUP INC SPONSORED ADR 60687Y109   2,828,167 1,002,896 SH   SOLE   0 0 1,002,896
NEW GOLD INC CDA COM 644535106   3,806,680 3,460,618 SH   SOLE   0 0 3,460,618
NEXGEN ENERGY LTD COM 65340P106   3,157,640 824,449 SH   SOLE   0 0 824,449
PETROLEO BRASILEIRO SA PETRO SP ADR NON VTG 71654V101   3,016,000 325,000 SH   SOLE   0 0 325,000
PILGRIMS PRIDE CORP COM 72147K108   14,901,425 642,857 SH   SOLE   0 0 642,857
SCORPIO TANKERS INC SHS Y7542C130   29,152,757 517,719 SH   SOLE   0 0 517,719
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   12,171,406 80,600 SH Put SOLE   0 0 80,600
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407   1,495,400 10,000 SH Put SOLE   0 0 10,000
SIMPLIFY EXCHANGE TRADED FUN SHORT TERM TREA 82889N657   13,246,205 522,092 SH   SOLE   0 0 522,092
SIMPLIFY EXCHANGE TRADED FUN MACRO STRATEGY 82889N715   11,147,156 475,006 SH   SOLE   0 0 475,006
SPDR GOLD TR GOLD SHS 78463V107   186,517,960 1,018,000 SH Call SOLE   0 0 1,018,000
SPDR GOLD TR GOLD SHS 78463V107   3,759,491 20,519 SH   SOLE   0 0 20,519
SPDR SER TR S&P RETAIL ETF 78464A714   66,273,900 1,045,000 SH Put SOLE   0 0 1,045,000
SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848   718,928 17,522 SH   SOLE   0 0 17,522
TIDEWATER INC NEW COM 88642R109   23,648,744 536,496 SH   SOLE   0 0 536,496
TRACTOR SUPPLY CO COM 892356106   41,719,600 177,500 SH Put SOLE   0 0 177,500
UNILEVER PLC SPON ADR NEW 904767704   367,041 7,068 SH   SOLE   0 0 7,068
VALARIS LIMITED CL A G9460G101   1,998,253 30,714 SH   SOLE   0 0 30,714
VANECK ETF TRUST GOLD MINERS ETF 92189F106   8,087,500 250,000 SH Call SOLE   0 0 250,000
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676   12,054,102 45,800 SH Put SOLE   0 0 45,800
VANECK ETF TRUST OIL SERVICES ETF 92189H607   4,849,775 17,500 SH   SOLE   0 0 17,500
VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706   1,144,636 19,090 SH   SOLE   0 0 19,090
VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102   62,378,936 1,065,578 SH   SOLE   0 0 1,065,578