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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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADOBE INC COM 00724F101   354,380 594 SH   SOLE NONE 354,380 0 0
AGCO CORP COM 001084102   209,432 1,725 SH   SOLE NONE 209,432 0 0
ALPHABET INC CAP STK CL A 02079K305   11,058,419 79,164 SH   SOLE NONE 11,058,419 0 0
AMAZON COM INC COM 023135106   370,582 2,439 SH   SOLE NONE 370,582 0 0
APPLE INC COM 037833100   339,045 1,761 SH   SOLE NONE 339,045 0 0
BRASILAGRO COMPANHIA BRASILE SPONSORED ADR 10554B104   374,341 70,898 SH   SOLE NONE 374,341 0 0
CAMECO CORP COM 13321L108   1,663,660 38,600 SH   SOLE NONE 1,663,660 0 0
CANADIAN PACIFIC KANSAS CITY COM 13646K108   2,710,256 34,281 SH   SOLE NONE 2,710,256 0 0
CONOCOPHILLIPS COM 20825C104   1,215,253 10,470 SH   SOLE NONE 1,215,253 0 0
DEERE & CO COM 244199105   225,527 564 SH   SOLE NONE 225,527 0 0
DOORDASH INC CL A 25809K105   3,415,265 34,536 SH   SOLE NONE 3,415,265 0 0
EXXON MOBIL CORP COM 30231G102   1,153,769 11,540 SH   SOLE NONE 1,153,769 0 0
FREEPORT-MCMORAN INC CL B 35671D857   1,197,494 28,130 SH   SOLE NONE 1,197,494 0 0
GENERAL ELECTRIC CO COM NEW 369604301   3,683,019 28,857 SH   SOLE NONE 3,683,019 0 0
GLOBAL X FDS GLOBAL X URANIUM 37954Y871   8,653,125 312,500 SH   SOLE NONE 8,653,125 0 0
INTUIT COM 461202103   371,268 594 SH   SOLE NONE 371,268 0 0
INVESCO DB MULTI-SECTOR COMM AGRICULTURE FD 46140H106   2,949,332 142,205 SH   SOLE NONE 2,949,332 0 0
LINDSAY CORP COM 535555106   208,335 1,613 SH   SOLE NONE 208,335 0 0
LUCID GROUP INC COM 549498103   104,046 24,714 SH   SOLE NONE 104,046 0 0
META PLATFORMS INC CL A 30303M102   358,208 1,012 SH   SOLE NONE 358,208 0 0
MICROSOFT CORP COM 594918104   3,292,982 8,757 SH   SOLE NONE 3,292,982 0 0
MOODYS CORP COM 615369105   2,951,462 7,557 SH   SOLE NONE 2,951,462 0 0
MOSAIC CO NEW COM 61945C103   1,056,679 29,574 SH   SOLE NONE 1,056,679 0 0
NU HLDGS LTD ORD SHS CL A G6683N103   6,438,840 772,970 SH   SOLE NONE 6,438,840 0 0
NVIDIA CORPORATION COM 67066G104   340,216 687 SH   SOLE NONE 340,216 0 0
ORACLE CORP COM 68389X105   299,632 2,842 SH   SOLE NONE 299,632 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108   4,700,408 273,757 SH   SOLE NONE 4,700,408 0 0
S&P GLOBAL INC COM 78409V104   2,770,871 6,290 SH   SOLE NONE 2,770,871 0 0
SALESFORCE INC COM 79466L302   397,868 1,512 SH   SOLE NONE 397,868 0 0
SCHLUMBERGER LTD COM STK 806857108   1,201,083 23,080 SH   SOLE NONE 1,201,083 0 0
SPDR SER TR SPDR S&P 500 ETF 78468R796   97,017,083 2,499,796 SH   SOLE NONE 97,017,083 0 0
SPRINKLR INC CL A 85208T107   712,046 59,140 SH   SOLE NONE 712,046 0 0
TESLA INC COM 88160R101   292,461 1,177 SH   SOLE NONE 292,461 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   1,369,438 2,580 SH   SOLE NONE 1,369,438 0 0
VALE S A SPONSORED ADS 91912E105   1,159,842 73,130 SH   SOLE NONE 1,159,842 0 0
VANECK VECTORS ETF TR RARE EARTH/STRTG 92189H805   2,708,200 44,000 SH   SOLE NONE 2,708,200 0 0
VICTORY CAP HLDGS INC COM CL A 92645B103   1,138,001 33,043 SH   SOLE NONE 1,138,001 0 0
VISA INC COM CL A 92826C839   3,174,968 12,195 SH   SOLE NONE 3,174,968 0 0