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
AMAZON.COM INC COM 023135106 3,767 15,804 SH SOLE 15,804 0 0
AURA MINERALS INC COM G06973112 755 12,000 SH SOLE 12,000 0 0
BLOOM ENERGY CORP- A COM 093712107 4,056 13,399 SH SOLE 13,399 0 0
CEREBRAS SYSTEMS INC - A COM 15675D103 1,245 5,634 SH SOLE 5,634 0 0
FIRST TRUST NASDAQ CYBERSECU ETF 33734X846 719 8,000 SH SOLE 8,000 0 0
ECHOSTAR CORP-A COM 278768106 2,083 20,526 SH SOLE 20,526 0 0
ERO COPPER CORP COM 296006109 635 23,745 SH SOLE 23,745 0 0
GRAYSCALE ETHEREUM STAKING M ETF 38964R203 3,010 200,250 SH SOLE 200,250 0 0
FOUR CORNERS PROPERTY TRUST COM 35086T109 3,588 146,145 SH SOLE 146,145 0 0
SPDR GOLD SHARES ETF 78463V107 4,548 12,346 SH SOLE 12,346 0 0
ALPHABET INC-CL A COM 02079K305 357 1,000 SH SOLE 1,000 0 0
GRAYSCALE SOLANA STAKING ETF ETF 38965D104 158 28,650 SH SOLE 28,650 0 0
ISHARES BITCOIN TRUST ETF ETF 46438F101 1,805 54,230 SH SOLE 54,230 0 0
ST JOE CO/THE COM 790148100 4,295 68,585 SH SOLE 68,585 0 0
KRANESHARES CSI CHINA INTERN ETF 500767306 7,165 292,791 SH SOLE 292,791 0 0
LYNAS RARE EARTHS LTD-SP ADR COM 551073307 913 72,570 SH SOLE 72,570 0 0
ROUNDHILL MAGNIFICENT SEVEN ETF 53656G498 1,784 27,750 SH SOLE 27,750 0 0
META PLATFORMS INC-CLASS A COM 30303M102 239 425 SH SOLE 425 0 0
MP MATERIALS CORP COM 553368101 767 13,698 SH SOLE 13,698 0 0
MICROSOFT CORP COM 594918104 226 605 SH SOLE 605 0 0
NVIDIA CORP COM 67066G104 200 1,000 SH SOLE 1,000 0 0
NOVO-NORDISK A/S-SPONS ADR COM 670100205 312 6,500 SH SOLE 6,500 0 0
NEXGEN ENERGY LTD COM 65340P106 7,336 781,300 SH SOLE 781,300 0 0
VANECK PHARMACEUTICAL ETF ETF 92189F692 7,363 67,330 SH SOLE 67,330 0 0
INVESCO QQQ TRUST SERIES 1 ETF 46090E103 22,292 30,271 SH SOLE 30,271 0 0
SPROTT PHYSICAL COPPER TRUST ETF 85210C100 1,374 120,745 SH SOLE 120,745 0 0
SOFTBANK GROUP CORP-UNSP ADR COM 83404D109 2,474 131,450 SH SOLE 131,450 0 0
SK TELECOM CO LTD-SPON ADR COM 78440P306 2,421 75,270 SH SOLE 75,270 0 0
ISHARES SILVER TRUST ETF 46428Q109 1,140 21,328 SH SOLE 21,328 0 0
VANECK SEMICONDUCTOR ETF ETF 92189F676 13,846 21,110 SH SOLE 21,110 0 0
SOLANA ETF ETF 92864M822 136 18,400 SH SOLE 18,400 0 0
SS SPDR S&P 500 ETF TRUST-US ETF 78462F103 243 325 SH SOLE 325 0 0
SPROTT PHYSICAL URANIUM TR ETF 85210A104 14,520 789,235 SH SOLE 789,235 0 0
ENERGY FUELS INC COM 292671708 624 43,058 SH SOLE 43,058 0 0
VANGUARD SHORT-TERM TREASURY ETF 92206C102 297 5,100 SH SOLE 5,100 0 0
VANGUARD ULTRA SHRT TREASURY ETF 922040852 414 5,470 SH SOLE 5,470 0 0
SS MATERIALS SELECT SECTOR ETF 81369Y100 5,512 108,440 SH SOLE 108,440 0 0
SS FINANCIAL SELECT SECTOR ETF 81369Y605 4,381 81,720 SH SOLE 81,720 0 0
SS INDUSTRIAL SELECT SECTOR ETF 81369Y704 8,478 45,770 SH SOLE 45,770 0 0
ST SR UTL SL SE SPDR ETF-USD ETF 81369Y886 7,122 157,085 SH SOLE 157,085 0 0