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
Expires: July 31, 2015
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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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Alcoa Corp COM 013872106 3,368,360 114,143 SH DFND 114,143 0 0
Agnico Eagle Mines Ltd COM 008474108 4,844,614 40,735 SH DFND 40,735 0 0
AMAZON COM INC COM 023135106 21,964,669 100,117 SH DFND 100,117 0 0
Peabody Energy Corp COM 704551100 258,724 19,279 SH DFND 19,279 0 0
Cameco Corp COM 13321L108 3,025,318 40,756 SH DFND 40,756 0 0
Freeport-McMoRan Inc CL B 35671D857 18,879,359 435,510 SH DFND 435,510 0 0
GE HealthCare Technologies Inc COMMON STOCK 36266G107 15,852,758 214,024 SH DFND 214,024 0 0
Alphabet Inc CAP STK CL C 02079K107 802,867 4,526 SH DFND 4,526 0 0
Hudbay Minerals Inc COM 443628102 5,305,212 500,020 SH DFND 500,020 0 0
IREN Ltd ORDINARY SHARES Q4982L109 180,683 12,401 SH DFND 12,401 0 0
Kinross Gold Corp COM 496902404 2,135,965 136,658 SH DFND 136,658 0 0
Lithium Argentina AG COM SHS H5012F103 75,795 36,440 SH DFND 36,440 0 0
Meta Platforms Inc CL A 30303M102 12,069,248 16,352 SH DFND 16,352 0 0
MAC Copper Ltd ORD SHS G60409110 2,378,937 196,769 SH DFND 196,769 0 0
Nucor Corp COM 670346105 1,862,397 14,377 SH DFND 14,377 0 0
News Corp CL B 65249B208 1,169,697 34,092 SH DFND 34,092 0 0
Opthea Ltd SPONSORED ADS 68386J208 0 4,109,018 SH DFND 4,109,018 0 0
Southern Copper Corp COM 84265V105 2,122,243 20,977 SH DFND 20,977 0 0
Sprott Inc COM NEW 852066208 8,685,235 125,709 SH DFND 125,709 0 0
Sanofi SA SPONSORED ADR 80105N105 7,247,176 150,014 SH DFND 150,014 0 0
Steel Dynamics Inc COM 858119100 1,469,683 11,481 SH DFND 11,481 0 0
Teck Resources Ltd CL B 878742204 13,414,519 332,207 SH DFND 332,207 0 0
Tradeweb Markets Inc CL A 892672106 12,085,759 82,553 SH DFND 82,553 0 0
Uber Technologies Inc COM 90353T100 1,039,269 11,139 SH DFND 11,139 0 0
Vale SA SPONSORED ADS 91912E105 1,715,407 176,664 SH DFND 176,664 0 0
Alcoa Corp COM 013872106 9,094,539 308,185 SH DFND 2 0 308,185 0
Agnico Eagle Mines Ltd COM 008474108 12,181,167 102,423 SH DFND 2 0 102,423 0
Amazon.com Inc COM 023135106 3,737,528 17,036 SH DFND 2 0 17,036 0
American Public Education Inc COM 02913V103 223,515 7,338 SH DFND 2 0 7,338 0
AppLovin Corp COM CL A 03831W108 471,908 1,348 SH DFND 2 0 1,348 0
Barrick Mining Corp COM SHS 06849F108 6,121,621 294,026 SH DFND 2 0 294,026 0
KE Holdings Inc SPONSORED ADS 482497104 2,179,412 122,853 SH DFND 2 0 122,853 0
Peabody Energy Corp COM 704551100 293,925 21,902 SH DFND 2 0 21,902 0
Cameco Corp COM 13321L108 5,459,394 73,547 SH DFND 2 0 73,547 0
ConocoPhillips COM 20825C104 697,100 7,768 SH DFND 2 0 7,768 0
Core Scientific Inc COM 21874A106 10,672,386 625,213 SH DFND 2 0 625,213 0
Pacer US Cash Cows 100 ETF US CASH COWS 100 69374H881 248,721 4,514 SH DFND 2 0 4,514 0
Crowdstrike Holdings Inc CL A 22788C105 254,655 500 SH DFND 2 0 500 0
Dave Inc CLASS A COM NEW 23834J201 796,104 2,966 SH DFND 2 0 2,966 0
Denison Mines Corp COM 248356107 898,070 493,445 SH DFND 2 0 493,445 0
Freeport-McMoRan Inc CL B 35671D857 22,171,574 511,455 SH DFND 2 0 511,455 0
First Trust Dow Jones Internet DJ INTERNT IDX 33733E302 258,018 958 SH DFND 2 0 958 0
Comfort Systems USA Inc COM 199908104 375,347 700 SH DFND 2 0 700 0
VanEck Gold Miners ETF/USA GOLD MINERS ETF 92189F106 277,428 5,329 SH DFND 2 0 5,329 0
VanEck Junior Gold Miners ETF JUNIOR GOLD MINE 92189F791 255,828 3,785 SH DFND 2 0 3,785 0
GE HealthCare Technologies Inc COMMON STOCK 36266G107 1,440,958 19,454 SH DFND 2 0 19,454 0
Grab Holdings Ltd CLASS A ORD G4124C109 349,394 69,462 SH DFND 2 0 69,462 0
Hudbay Minerals Inc COM 443628102 8,354,378 787,406 SH DFND 2 0 787,406 0
Hartford Insurance Group Inc/T COM 416515104 3,323,740 26,198 SH DFND 2 0 26,198 0
ROBINHOOD MKTS INC COM CL A 770700102 568,053 6,067 SH DFND 2 0 6,067 0
Hubbell Inc COM 443510607 260,974 639 SH DFND 2 0 639 0
iShares Core S&P Mid-Cap ETF CORE S&P MCP ETF 464287507 252,856 4,077 SH DFND 2 0 4,077 0
IREN Ltd ORDINARY SHARES Q4982L109 11,771,205 807,907 SH DFND 2 0 807,907 0
JPMorgan Equity Premium Income EQUITY PREMIUM 46641Q332 253,039 4,451 SH DFND 2 0 4,451 0
Kinross Gold Corp COM 496902404 6,355,658 406,632 SH DFND 2 0 406,632 0
Lithium Argentina AG COM SHS H5012F103 56,156 26,998 SH DFND 2 0 26,998 0
Life360 Inc COM 532206109 326,250 5,000 SH DFND 2 0 5,000 0
Meta Platforms Inc CL A 30303M102 1,310,110 1,775 SH DFND 2 0 1,775 0
Monday.com Ltd SHS M7S64H106 471,720 1,500 SH DFND 2 0 1,500 0
MAC Copper Ltd ORD SHS G60409110 2,464,849 203,875 SH DFND 2 0 203,875 0
Newmont Corp COM 651639106 9,421,108 161,708 SH DFND 2 0 161,708 0
Norfolk Southern Corp COM 655844108 249,827 976 SH DFND 2 0 976 0
Nucor Corp COM 670346105 7,680,038 59,287 SH DFND 2 0 59,287 0
News Corp CL B 65249B208 972,105 28,333 SH DFND 2 0 28,333 0
NexGen Energy Ltd COM 65340P106 312,300 45,000 SH DFND 2 0 45,000 0
Opthea Ltd SPONSORED ADS 68386J208 0 1,084,670 SH DFND 2 0 1,084,670 0
Oscar Health Inc CL A 687793109 482,400 22,500 SH DFND 2 0 22,500 0
Pinterest Inc CL A 72352L106 322,740 9,000 SH DFND 2 0 9,000 0
Prudential Financial Inc COM 744320102 1,971,954 18,354 SH DFND 2 0 18,354 0
Invesco QQQ Trust Series 1 UNIT SER 1 46090E103 252,099 457 SH DFND 2 0 457 0
iShares MSCI USA Quality Facto MSCI USA QLT FCT 46432F339 255,948 1,400 SH DFND 2 0 1,400 0
Radiopharm Theranostics Ltd SPONSORED ADS 75041J101 421,818 90,909 SH DFND 2 0 90,909 0
ResMed Inc COM 761152107 593,400 2,300 SH DFND 2 0 2,300 0
Republic Services Inc COM 760759100 249,816 1,013 SH DFND 2 0 1,013 0
Southern Copper Corp COM 84265V105 2,411,083 23,832 SH DFND 2 0 23,832 0
Schwab U.S. Large-Cap Growth E US LCAP GR ETF 808524300 251,381 8,606 SH DFND 2 0 8,606 0
Schwab U.S. REIT ETF US REIT ETF 808524847 246,535 11,651 SH DFND 2 0 11,651 0
Sezzle Inc COM 78435P105 623,790 3,480 SH DFND 2 0 3,480 0
Sprott Inc COM NEW 852066208 893,472 12,932 SH DFND 2 0 12,932 0
Sanofi SA SPONSORED ADR 80105N105 991,080 20,515 SH DFND 2 0 20,515 0
SoFi Technologies Inc COM 83406F102 628,482 34,513 SH DFND 2 0 34,513 0
Invesco S&P 500 Low Volatility S&P500 LOW VOL 46138E354 254,870 3,500 SH DFND 2 0 3,500 0
Spotify Technology SA SHS L8681T102 590,084 769 SH DFND 2 0 769 0
Steel Dynamics Inc COM 858119100 1,693,828 13,232 SH DFND 2 0 13,232 0
Teck Resources Ltd CL B 878742204 1,543,324 38,220 SH DFND 2 0 38,220 0
Toast Inc CL A 888787108 221,450 5,000 SH DFND 2 0 5,000 0
Tradeweb Markets Inc CL A 892672106 2,107,428 14,395 SH DFND 2 0 14,395 0
Vale SA SPONSORED ADS 91912E105 2,089,475 215,188 SH DFND 2 0 215,188 0
Vizsla Silver Corp COM NEW 92859G608 2,263,800 770,000 SH DFND 2 0 770,000 0
Communication Services Select COMMUNICATION 81369Y852 260,472 2,400 SH DFND 2 0 2,400 0
Zeta Global Holdings Corp CL A 98956A105 154,900 10,000 SH DFND 2 0 10,000 0
Viper Energy Inc CL A 927959106 2,103,327 55,162 SH DFND 2 0 55,162 0
APOLLO GLOBAL MGMT INC COM 03769M106 68,042,413 479,611 SH DFND 1 0 479,611 0
BANK AMERICA CORP COM 060505104 95,505,719 2,018,295 SH DFND 1 0 2,018,295 0
Freeport-McMoRan Inc CL B 35671D857 83,177,726 1,918,748 SH DFND 1 0 1,918,748 0
Fox Corp CL B COM 35137L204 36,917,980 715,049 SH DFND 1 0 715,049 0
Alphabet Inc CAP STK CL C 02079K107 42,863,100 241,632 SH DFND 1 0 241,632 0
Newmont Corp COM 651639106 112,307,569 1,927,696 SH DFND 1 0 1,927,696 0
Royalty Pharma PLC SHS CLASS A G7709Q104 48,467,412 1,345,196 SH DFND 1 0 1,345,196 0
SANOFI SPONSORED ADR 80105N105 66,555,479 1,377,675 SH DFND 1 0 1,377,675 0
Teck Resources Ltd CL B 878742204 107,545,185 2,663,328 SH DFND 1 0 2,663,328 0
TRUIST FINL CORP COM 89832Q109 39,456,394 917,804 SH DFND 1 0 917,804 0
Uber Technologies Inc COM 90353T100 23,770,134 254,771 SH DFND 1 0 254,771 0
WELLS FARGO CO NEW COM 949746101 57,674,222 719,848 SH DFND 1 0 719,848 0
Wynn Resorts Ltd COM 983134107 102,248,111 1,091,578 SH DFND 1 0 1,091,578 0
GOLD ROYALTY CORP COMMON SHARES 38071H106 101,687 46,012 SH DFND 46,012 0 0