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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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
VANECK ETF TRUST GOLD MINERS ETF 92189F906 343,800 1,800 SH Call SOLE 1,800 0 0
ELI LILLY & CO COM 532457108 5,090,927 5,535 SH SOLE 5,535 0 0
VANECK ETF TRUST OIL SERVICES ETF 92189H607 8,704,662 21,535 SH SOLE 21,535 0 0
BWX TECHNOLOGIES INC COM 05605H100 4,991,601 24,410 SH SOLE 24,410 0 0
BLOOM ENERGY CORP COM CL A 093712107 4,886,989 36,069 SH SOLE 36,069 0 0
TESLA INC COM 88160R101 20,012,418 53,833 SH SOLE 53,833 0 0
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 20,528,773 60,745 SH SOLE 60,745 0 0
SPDR SERIES TRUST STATE STREET SPD 78468R556 11,055,264 60,800 SH SOLE 60,800 0 0
SELECT SECTOR SPDR TR STATE STREET ENE 81369Y506 4,501,079 73,475 SH SOLE 73,475 0 0
ISHARES INC MSCI STH KOR ETF 464286772 9,640,048 78,368 SH SOLE 78,368 0 0
CAMECO CORP COM 13321L108 10,482,820 96,518 SH SOLE 96,518 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106 11,012,400 120,000 SH SOLE 120,000 0 0
ENERGY FUELS INC COM NEW 292671708 3,203,879 175,555 SH SOLE 175,555 0 0
INVESCO EXCH TRADED FD TR II SOLAR ETF 46138G706 9,897,216 177,656 SH SOLE 177,656 0 0
CANTOR EQUITY PARTNERS II IN CL A ORD SHS G1827P106 2,030,996 186,501 SH SOLE 186,501 0 0
ALTI GLOBAL INC CL A 02157E106 814,862 225,100 SH SOLE 225,100 0 0
NEXGEN ENERGY LTD COM 65340P106 2,668,000 230,000 SH SOLE 230,000 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 19,989,342 351,987 SH SOLE 351,987 0 0
ISHARES INC MSCI BRAZIL ETF 464286400 20,340,865 529,848 SH SOLE 529,848 0 0