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
Estimated average burden
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
ABRDN PLATINUM ETF TRUST PHYSCL PLATM SHS 003260106 3,423,699 242,300 SH SOLE 0 0 242,300
ALLSTATE CORP COM 020002101 346,883 1,458 SH SOLE 0 0 1,458
AMAZON COM INC COM 023135106 1,821,632 7,643 SH SOLE 0 0 7,643
AMPLIFY ETF TR JR SILV MINE ETF 032108649 4,970,160 191,750 SH SOLE 0 0 191,750
ANALOG DEVICES INC COM 032654105 315,851 795 SH SOLE 0 0 795
BAIDU INC SPON ADR REP A 056752108 2,018,363 17,660 SH SOLE 0 0 17,660
BRISTOL-MYERS SQUIBB CO COM 110122108 306,000 5,311 SH SOLE 0 0 5,311
CF INDUSTRIES HOLD COM 125269100 280,899 2,595 SH SOLE 0 0 2,595
CONOCOPHILLIPS COM 20825C104 344,251 3,311 SH SOLE 0 0 3,311
CONSOLIDATED EDISON INC COM 209115104 321,852 2,909 SH SOLE 0 0 2,909
DBX ETF TR XTRACK HRVST CSI 233051879 2,338,908 63,800 SH SOLE 0 0 63,800
DEVON ENERGY CORP NEW COM 25179M103 276,317 6,687 SH SOLE 0 0 6,687
DISNEY WALT CO COM 254687106 295,078 3,066 SH SOLE 0 0 3,066
EDISON INTL COM 281020107 360,058 4,836 SH SOLE 0 0 4,836
EQUINOR ASA SPONSORED ADR 29446M102 1,346,420 42,900 SH SOLE 0 0 42,900
FIRST TR EXCHANGE-TRADED FD NAT GAS ETF 33733E807 2,231,781 83,870 SH SOLE 0 0 83,870
FREEPORT MCMORAN INC CL B 35671D857 2,201,779 35,010 SH SOLE 0 0 35,010
GLOBAL X FDS GLOBAL X COPPER 37954Y830 2,540,782 33,010 SH SOLE 0 0 33,010
GLOBAL X FDS MSCI CHINA CNSMR 37950E408 1,526,614 96,560 SH SOLE 0 0 96,560
HOST HOTELS & RESORTS INC COM 44107P104 346,393 14,610 SH SOLE 0 0 14,610
INVESCO EXCHANGE TRADED FD T S&P MDCP QUALITY 46137V472 4,135,923 36,640 SH SOLE 0 0 36,640
ISHARES BITCOIN TRUST ETF SHS BEN INT 46438F101 2,306,000 69,270 SH SOLE 0 0 69,270
ISHARES ETHEREUM TR SHS 46438R105 791,874 66,600 SH SOLE 0 0 66,600
ISHARES INC MSCI BRAZIL ETF 464286400 8,009,175 232,150 SH SOLE 0 0 232,150
ISHARES INC MSCI JAPAN ETF 46434G822 2,751,000 29,495 SH SOLE 0 0 29,495
ISHARES SILVER TR ISHARES 46428Q109 5,617,025 105,050 SH SOLE 0 0 105,050
ISHARES TR LATN AMER 40 ETF 464287390 3,017,589 89,410 SH SOLE 0 0 89,410
KENVUE INC COM 49177J102 344,233 18,013 SH SOLE 0 0 18,013
KROGER CO COM 501044101 260,741 4,695 SH SOLE 0 0 4,695
LABCORP HOLDINGS INC COM SHS 504922105 340,807 1,217 SH SOLE 0 0 1,217
MERCK & CO INC COM 58933Y105 401,563 3,125 SH SOLE 0 0 3,125
MICROSOFT CORP COM 594918104 7,005,097 18,779 SH SOLE 0 0 18,779
MOLSON COORS BEVERAGE CO CL B 60871R209 380,640 9,770 SH SOLE 0 0 9,770
NICE LTD SPONSORED ADR 653656108 1,462,686 16,100 SH SOLE 0 0 16,100
OCCIDENTAL PETE CORP COM 674599105 2,222,078 45,750 SH SOLE 0 0 45,750
PFIZER INC COM 717081103 3,957,548 164,350 SH SOLE 0 0 164,350
PPG INDS INC COM 693506107 355,353 2,930 SH SOLE 0 0 2,930
REDWIRE CORPORATION COM 75776W103 2,060,755 168,500 SH SOLE 0 0 168,500
SELECT SECTOR SPDR TR ST STR CARE ETF 81369Y209 3,875,515 24,425 SH SOLE 0 0 24,425
SELECT SECTOR SPDR TR ST STR ENERG ETF 81369Y506 2,446,566 46,040 SH SOLE 0 0 46,040
SELECT SECTOR SPDR TR ST STR STAPL ETF 81369Y308 3,756,427 45,220 SH SOLE 0 0 45,220
SNAP ON INC COM 833034101 380,765 946 SH SOLE 0 0 946
SPDR GOLD TR GOLD SHS 78463V107 19,385,261 52,623 SH SOLE 0 0 52,623
SPDR SERIES TRUST SP O&G EXPL PRO 78468R556 3,592,161 23,300 SH SOLE 0 0 23,300
SPROTT FDS TR URANI MINER ETF 85208P303 3,738,308 71,030 SH SOLE 0 0 71,030
TARGET CORP COM 87612E106 328,368 2,514 SH SOLE 0 0 2,514
VANECK ETF TRUST AGRIBUSINESS ETF 92189F700 1,658,448 20,940 SH SOLE 0 0 20,940
VANECK ETF TRUST JUNIOR GOLD MINE 92189F791 2,186,066 22,250 SH SOLE 0 0 22,250
VENTURE GLOBAL INC COM CL A 92333F101 2,400,741 215,700 SH SOLE 0 0 215,700
VICI PPTYS INC COM 925652109 294,166 11,080 SH SOLE 0 0 11,080