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 4,559,175 455,462 SH   SOLE   455,462 0 0
AGNICO EAGLE MINES LTD COM 008474108 BBG001S77MK3 2,684,250 45,000 SH   SOLE   45,000 0 0
ALAMOS GOLD INC NEW COM CL A 011532108 BBG009HT65S0 1,622,500 110,000 SH   SOLE   110,000 0 0
ALLIANCE RESOURCE PARTNERS L UT LTD PART 01877R108 BBG001SD52Y1 797,008 39,751 SH   SOLE   39,751 0 0
ALPHA METALLURGICAL RESOUR I COM 020764106 BBG00DGWV044 3,881,312 11,720 SH   SOLE   11,720 0 0
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 2,113,020 14,000 SH   SOLE   14,000 0 0
ALPS ETF TR ALERIAN MLP 00162Q452 BBG001TBMNT5 2,373,000 50,000 SH   SOLE   50,000 0 0
AMAZON COM INC COM 023135106 BBG001S5PQL7 502,358 2,785 SH   SOLE   2,785 0 0
AMMO INC COM 00175J107 BBG001SB6XN8 1,523,206 553,893 SH   SOLE   553,893 0 0
AMN HEALTHCARE SVCS INC COM 001744101 BBG001S6Q193 500,080 8,000 SH   SOLE   8,000 0 0
ANTERO MIDSTREAM CORP COM 03676B102 BBG00GBNZ4N9 421,800 30,000 SH   SOLE   30,000 0 0
AON PLC SHS CL A G0403H108 BBG00SSQFPR9 2,135,808 6,400 SH   SOLE   6,400 0 0
AUTOZONE INC COM 053332102 BBG001S6Q5D9 3,151,650 1,000 SH   SOLE   1,000 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 1,888,555 4,491 SH   SOLE   4,491 0 0
BEYOND INC COM 690370101 BBG001S64TS5 2,203,150 61,352 SH   SOLE   61,352 0 0
BLACK STONE MINERALS L P COM UNIT 09225M101 BBG008B5CF38 1,727,502 108,104 SH   SOLE   108,104 0 0
BRITISH AMERN TOB PLC SPONSORED ADR 110448107 BBG001S6VV46 3,920,043 128,526 SH   SOLE   128,526 0 0
CAMECO CORP COM 13321L108 BBG001S5Y5S6 5,047,820 116,524 SH   SOLE   116,524 0 0
CAMPING WORLD HLDGS INC CL A 13462K109 BBG00D2Z7X92 1,030,506 37,002 SH   SOLE   37,002 0 0
CANADIAN NAT RES LTD COM 136385101 BBG001S5YC56 4,342,150 56,894 SH   SOLE   56,894 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 BBG001S5PL01 2,202,305 134,780 SH   SOLE   134,780 0 0
CASEYS GEN STORES INC COM 147528103 BBG001S5PHZ2 3,598,485 11,300 SH   SOLE   11,300 0 0
CELSIUS HLDGS INC COM NEW 15118V207 BBG001SQSKT3 391,134 4,717 SH   SOLE   4,717 0 0
CENOVUS ENERGY INC COM 15135U109 BBG001T2PJV8 999,500 50,000 SH   SOLE   50,000 0 0
CENTRAL PUERTO S A SPONSORED ADR 155038201 BBG00JNMX9L5 595,400 65,000 SH   SOLE   65,000 0 0
DAKTRONICS INC COM 234264109 BBG001S7N3Z1 3,597,960 361,241 SH   SOLE   361,241 0 0
DRAFTKINGS INC NEW COM CL A 26142V105 BBG0134WCMB3 2,172,869 47,850 SH   SOLE   47,850 0 0
ECOPETROL S A SPONSORED ADS 279158109 BBG001T3G3D1 1,302,400 110,000 SH   SOLE   110,000 0 0
ENERGY TRANSFER L P COM UT LTD PTN 29273V100 BBG001SDHNW4 4,077,373 259,210 SH   SOLE   259,210 0 0
FIRSTCASH HOLDINGS INC COM 33768G107 BBG0145KL756 637,700 5,000 SH   SOLE   5,000 0 0
FOOT LOCKER INC COM 344849104 BBG001S5XMR1 4,218,855 148,030 SH   SOLE   148,030 0 0
FRANCO NEV CORP COM 351858105 BBG001STGSR5 2,204,460 18,500 SH   SOLE   18,500 0 0
FREEPORT-MCMORAN INC CL B 35671D857 BBG001S5R3F3 2,166,823 46,083 SH   SOLE   46,083 0 0
FUTU HLDGS LTD SPON ADS CL A 36118L106 BBG00MYXW5H6 1,525,189 28,166 SH   SOLE   28,166 0 0
GALLAGHER ARTHUR J & CO COM 363576109 BBG001S5NKC2 3,000,480 12,000 SH   SOLE   12,000 0 0
GLOBAL E ONLINE LTD SHS M5216V106 BBG00ZKY1Q42 1,999,250 55,000 SH   SOLE   55,000 0 0
GLOBAL PMTS INC COM 37940X102 BBG001SGS2Z8 1,169,926 8,753 SH   SOLE   8,753 0 0
GLOBAL X FDS GLOBAL X SILVER 37954Y848 BBG001SSPRJ8 2,250,127 81,942 SH   SOLE   81,942 0 0
GOLAR LNG LTD SHS G9456A100 BBG001SHSF05 1,804,500 75,000 SH   SOLE   75,000 0 0
GRIFOLS S A SP ADR REP B NVT 398438408 BBG001V1HXJ9 1,970,132 294,930 SH   SOLE   294,930 0 0
GRUPO AEROPORTUARIO DEL CENT SPON ADR 400501102 BBG001SQT2W8 840,331 10,625 SH   SOLE   10,625 0 0
GRUPO AEROPORTUARIO DEL SURE SPON ADR SER B 40051E202 BBG001S5NWT8 1,949,684 6,118 SH   SOLE   6,118 0 0
GRUPO AEROPUERTO DEL PACIFIC SPON ADR B 400506101 BBG001SJ6FD1 1,386,945 8,500 SH   SOLE   8,500 0 0
GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101 BBG00YDGX9Z1 1,277,983 23,772 SH   SOLE   23,772 0 0
HEICO CORP NEW COM 422806109 BBG001S5RVC4 1,337,000 7,000 SH   SOLE   7,000 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 13,320,300 30,000 SH Put SOLE   30,000 0 0
ISHARES INC MSCI MLY ETF NEW 46434G814 BBG001S8SYP7 2,986,298 137,049 SH   SOLE   137,049 0 0
ISHARES TR 20+ YEAR TR BD 46436E338 BBG01958XYG8 18,924,000 200,000 SH Put SOLE   200,000 0 0
ISHARES TR MSCI INDIA SM CP 46429B614 BBG002DMN5F9 2,249,343 32,010 SH   SOLE   32,010 0 0
ITAU UNIBANCO HLDG S A SPON ADR REP PFD 465562106 BBG001S65TL1 2,772,000 400,000 SH   SOLE   400,000 0 0
KBR INC COM 48242W106 BBG001SP11V3 3,819,600 60,000 SH   SOLE   60,000 0 0
KINROSS GOLD CORP COM 496902404 BBG001S5R0C2 859,677 140,241 SH   SOLE   140,241 0 0
LANCASTER COLONY CORP COM 513847103 BBG001S5SPQ1 1,453,410 7,000 SH   SOLE   7,000 0 0
MARSH & MCLENNAN COS INC COM 571748102 BBG001S5T7M4 1,735,176 8,424 SH   SOLE   8,424 0 0
MERCADOLIBRE INC COM 58733R102 BBG001SM32G3 1,688,859 1,117 SH   SOLE   1,117 0 0
MICROSOFT CORP COM 594918104 BBG001S5TD05 1,109,018 2,636 SH   SOLE   2,636 0 0
MINISO GROUP HLDG LTD SPONSORED ADS 66981J102 BBG00XKM5867 1,730,795 84,429 SH   SOLE   84,429 0 0
MITSUBISHI UFJ FINL GROUP IN SPONSORED ADS 606822104 BBG001SFZ3S8 613,207 59,942 SH   SOLE   59,942 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 BBG008NVB1F7 1,760,912 29,705 SH   SOLE   29,705 0 0
MPLX LP COM UNIT REP LTD 55336V100 BBG0035TJHL3 1,246,800 30,000 SH   SOLE   30,000 0 0
MSCI INC COM 55354G100 BBG001SV8B05 1,513,215 2,700 SH   SOLE   2,700 0 0
NATURAL RESOURCE PARTNERS L COM UNIT LTD PAR 63900P608 BBG001SH9LZ5 1,252,764 13,617 SH   SOLE   13,617 0 0
NEXGEN ENERGY LTD COM 65340P106 BBG00334PFM6 9,475,802 1,219,537 SH   SOLE   1,219,537 0 0
NRG ENERGY INC COM NEW 629377508 BBG001SDD8F0 4,354,565 64,331 SH   SOLE   64,331 0 0
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 1,807,120 2,000 SH Put SOLE   2,000 0 0
ORACLE CORP COM 68389X105 BBG001S5SJG6 2,512,200 20,000 SH Put SOLE   20,000 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 BBG001S78TL6 242,709 215 SH   SOLE   215 0 0
PALO ALTO NETWORKS INC COM 697435105 BBG001T9NWN5 1,605,335 5,650 SH   SOLE   5,650 0 0
PATHWARD FINANCIAL INC COM 59100U108 BBG001S7G4Q7 2,098,151 41,564 SH   SOLE   41,564 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102 BBG00LBLDFH8 1,560,656 13,425 SH   SOLE   13,425 0 0
PETROLEO BRASILEIRO SA PETRO SP ADR NON VTG 71654V101 BBG001SFJFD5 3,501,500 235,000 SH   SOLE   235,000 0 0
PHILIP MORRIS INTL INC COM 718172109 BBG001STP9N1 1,499,728 16,369 SH   SOLE   16,369 0 0
REKOR SYSTEMS INC COM 759419104 BBG00GX2L937 250,494 109,386 SH   SOLE   109,386 0 0
RENTOKIL INITIAL PLC SPONSORED ADR 760125104 BBG001S80721 1,146,424 38,024 SH   SOLE   38,024 0 0
RH COM 74967X103 BBG002293Q93 2,902,747 8,335 SH   SOLE   8,335 0 0
RIO TINTO PLC SPONSORED ADR 767204100 BBG001SB0LX9 1,912,200 30,000 SH   SOLE   30,000 0 0
ROYAL CARIBBEAN GROUP COM V7780T103 BBG001S5RMJ7 534,493 3,845 SH   SOLE   3,845 0 0
SERVICENOW INC COM 81762P102 BBG001T4JFC0 2,287,200 3,000 SH Put SOLE   3,000 0 0
SHOPIFY INC CL A 82509L107 BBG004DW5NC7 1,774,910 23,000 SH   SOLE   23,000 0 0
SHOPIFY INC CL A 82509L107 BBG004DW5NC7 1,157,550 15,000 SH Put SOLE   15,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 20,922,800 40,000 SH Put SOLE   40,000 0 0
SPDR SER TR BLOOMBERG 1-3 MO 78468R663 BBG001STKCW9 999,243 10,885 SH   SOLE   10,885 0 0
SPROTT FDS TR URANIUM MINERS E 85208P303 BBG016ZGFLP1 620,660 12,592 SH   SOLE   12,592 0 0
SPROTT INC COM NEW 852066208 BBG001T2FK64 267,627 7,241 SH   SOLE   7,241 0 0
SUPER MICRO COMPUTER INC COM 86800U104 BBG001SQGH95 2,250,347 2,228 SH   SOLE   2,228 0 0
TASEKO MINES LTD COM 876511106 BBG001S60ML1 3,219,108 1,483,460 SH   SOLE   1,483,460 0 0
THE REALREAL INC COM 88339P101 BBG004FPDP45 1,798,600 460,000 SH   SOLE   460,000 0 0
TIDEWATER INC NEW COM 88642R109 BBG00HBQ36G8 4,140,000 45,000 SH   SOLE   45,000 0 0
TKO GROUP HOLDINGS INC CL A 87256C101 BBG01G9JKWW4 1,132,835 13,110 SH   SOLE   13,110 0 0
TRIUMPH FINANCIAL INC COM 89679E300 BBG001SNKPZ0 1,336,066 16,844 SH   SOLE   16,844 0 0
UR-ENERGY INC COM 91688R108 BBG001SKVFK2 347,997 217,498 SH   SOLE   217,498 0 0
VALARIS LTD CL A G9460G101 BBG010JW9K58 4,220,656 56,081 SH   SOLE   56,081 0 0
VALERO ENERGY CORP COM 91913Y100 BBG001S5X8K9 233,845 1,370 SH   SOLE   1,370 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106 BBG001SR42Z0 4,101,209 129,703 SH   SOLE   129,703 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106 BBG001SR42Z0 14,684,328 464,400 SH Call SOLE   464,400 0 0
VANECK ETF TRUST JUNIOR GOLD MINE 92189F791 BBG001T60G06 4,261,400 110,000 SH   SOLE   110,000 0 0
VISA INC COM CL A 92826C839 BBG001SRCFY3 1,674,480 6,000 SH   SOLE   6,000 0 0
VISTRA CORP COM 92840M102 BBG00DXDL6R0 4,179,000 60,000 SH   SOLE   60,000 0 0
WARRIOR MET COAL INC COM 93627C101 BBG00GD1JNK4 4,582,122 75,488 SH   SOLE   75,488 0 0
WASTE CONNECTIONS INC COM 94106B101 BBG001SKJ4K1 2,734,959 15,900 SH   SOLE   15,900 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 BBG00B0FS9V7 1,601,088 34,432 SH   SOLE   34,432 0 0