Nkcfo 13F-HR Quarterly holdings report by institutional manager

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

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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
ABBVIE INC	COM	00287Y109	143	885	SH		SOLE		885	0	0
ACCENTURE PLC IRELAND	SHS CLASS A	G1151C101	4,543	17,025	SH		SOLE		17,025	0	0
AGNICO EAGLE MINES LTD	COM	008474108	18,097	348,081	SH		SOLE		348,081	0	0
AIRBNB INC	COM CL A	009066101	43	500	SH		SOLE		500	0	0
AKAMAI TECHNOLOGIES INC	COM	00971T101	169	2,000	SH		SOLE		2,000	0	0
ALPHABET INC	CAP STK CL A	02079K305	10,182	115,400	SH		SOLE		115,400	0	0
ALPHABET INC	CAP STK CL C	02079K107	1,420	16,000	SH		SOLE		16,000	0	0
A-MARK PRECIOUS METALS INC	COM	00181T107	361	10,400	SH		SOLE		10,400	0	0
AMAZON COM INC	COM	023135106	10,307	122,700	SH		SOLE		122,700	0	0
APPLE INC	COM	037833100	7,224	55,600	SH		SOLE		55,600	0	0
B2GOLD CORP	COM	11777Q209	96	27,000	SH		SOLE		27,000	0	0
BARRICK GOLD CORP	COM	067901108	653	38,000	SH		SOLE		38,000	0	0
BATH & BODY WORKS INC	COM	070830104	67	1,600	SH		SOLE		1,600	0	0
THE BEAUTY HEALTH COMPANY	COM CL A	88331L108	55	6,000	SH		SOLE		6,000	0	0
BIONTECH SE	SPONSORED ADS	09075V102	195	1,300	SH		SOLE		1,300	0	0
BUNGE LIMITED	COM	G16962105	369	3,700	SH		SOLE		3,700	0	0
CAMPBELL SOUP CO	COM	134429109	7,060	124,400	SH		SOLE		124,400	0	0
CAPRI HOLDINGS LIMITED	SHS	G1890L107	117	2,045	SH		SOLE		2,045	0	0
CATALYST PHARMACEUTICALS INC	COM	14888U101	198	10,650	SH		SOLE		10,650	0	0
CECO ENVIRONMENTAL CORP	COM	125141101	105	9,000	SH		SOLE		9,000	0	0
COSTCO WHSL CORP NEW	COM	22160K105	153	335	SH		SOLE		335	0	0
COUPANG INC	CL A	22266T109	49	3,339	SH		SOLE		3,339	0	0
COUSINS PPTYS INC	COM NEW	222795502	10,083	398,700	SH		SOLE		398,700	0	0
CROWDSTRIKE HLDGS INC	CL A	22788C105	295	2,800	SH		SOLE		2,800	0	0
SELECT SECTOR SPDR TR	ENERGY	81369Y506	2,405	27,500	SH		SOLE		27,500	0	0
EOG RES INC	COM	26875P101	10,582	81,700	SH		SOLE		81,700	0	0
EQUITY COMWLTH	COM SH BEN INT	294628102	10,762	431,000	SH		SOLE		431,000	0	0
EXPEDIA GROUP INC	COM NEW	30212P303	48	550	SH		SOLE		550	0	0
EXXON MOBIL CORP	COM	30231G102	11,107	100,700	SH		SOLE		100,700	0	0
FIGS INC	CL A	30260D103	24	3,500	SH		SOLE		3,500	0	0
GLOBAL X FDS	GLOBAL X SILVER	37954Y848	211	7,500	SH		SOLE		7,500	0	0
GLOBAL X FDS	GLOBAL X URANIUM	37954Y871	55	2,716	SH		SOLE		2,716	0	0
GOLD FIELDS LTD	SPONSORED ADR	38059T106	176	17,000	SH		SOLE		17,000	0	0
HF SINCLAIR CORP	COM	403949100	208	4,000	SH		SOLE		4,000	0	0
HOST HOTELS & RESORTS INC	COM	44107P104	1,613	100,500	SH		SOLE		100,500	0	0
IAMGOLD CORP	COM	450913108	77	29,866	SH		SOLE		29,866	0	0
INMODE LTD	SHS	M5425M103	336	9,400	SH		SOLE		9,400	0	0
ISHARES TR	20 YR TR BD ETF	464287432	398	4,000	SH		SOLE		4,000	0	0
ISHARES TR	7-10 YR TRSY BD	464287440	718	7,500	SH		SOLE		7,500	0	0
ISHARES GOLD TR	ISHARES NEW	464285204	949	27,450	SH		SOLE		27,450	0	0
ISHARES INC	MSCI AGRICULTURE	464286350	2,415	56,350	SH		SOLE		56,350	0	0
ISHARES TR	MSCI EAFE ETF	464287465	177	2,700	SH		SOLE		2,700	0	0
ISHARES INC	MSCI GBL ETF NEW	46434G848	1,665	40,600	SH		SOLE		40,600	0	0
ISHARES TR	MSCI USA MMENTM	46432F396	175	1,200	SH		SOLE		1,200	0	0
ISHARES TR	RUS 2000 VAL ETF	464287630	166	1,200	SH		SOLE		1,200	0	0
ISHARES TR	RUS 1000 VAL ETF	464287598	174	1,150	SH		SOLE		1,150	0	0
SMUCKER J M CO COM	NEW	832696405	4,057	25,600	SH		SOLE		25,600	0	0
KINDER MORGAN INC DEL	COM	49456B101	8,498	470,000	SH		SOLE		470,000	0	0
KRANESHARES TR	GLOBAL CARB STRA	500767678	91	2,500	SH		SOLE		2,500	0	0
KROGER CO	COM	501044101	134	3,000	SH		SOLE		3,000	0	0
LINDSAY CORP	COM	535555106	244	1,500	SH		SOLE		1,500	0	0
LOGITECH INTL S A	SHS	H50430232	44	700	SH		SOLE		700	0	0
LULULEMON ATHLETICA INC	COM	550021109	96	300	SH		SOLE		300	0	0
MARATHON OIL CORP	COM	565849106	4,804	177,450	SH		SOLE		177,450	0	0
MCKESSON CORP	COM	58155Q103	146	390	SH		SOLE		390	0	0
MERCK & CO INC	COM	58933Y105	171	1,545	SH		SOLE		1,545	0	0
MICROSOFT CORP	COM	594918104	10,276	42,850	SH		SOLE		42,850	0	0
MICROSTRATEGY INC	CL A NEW	594972408	354	2,500	SH		SOLE		2,500	0	0
MOSAIC CO NEW	COM	61945C103	3,751	85,500	SH		SOLE		85,500	0	0
MP MATERIALS CORP	COM CL A	553368101	114	4,700	SH		SOLE		4,700	0	0
NEW FORTRESS ENERGY INC	COM CL A	644393100	369	8,700	SH		SOLE		8,700	0	0
NEWMONT CORP	COM	651639106	11,932	252,800	SH		SOLE		252,800	0	0
NIKE INC	CL B	654106103	498	4,257	SH		SOLE		4,257	0	0
NOKIA CORP	SPONSORED ADR	654902204	60	12,865	SH		SOLE		12,865	0	0
OCCIDENTAL PETE CORP	COM	674599105	8,019	127,300	SH		SOLE		127,300	0	0
PALO ALTO NETWORKS INC	COM	697435105	181	1,300	SH		SOLE		1,300	0	0
PERFICIENT INC	COM	71375U101	70	1,000	SH		SOLE		1,000	0	0
PETROLEO BRASILEIRO SA PETRO	SPONSORED ADR	71654V408	75	7,000	SH		SOLE		7,000	0	0
PHILLIPS 66	COM	718546104	5,672	54,500	SH		SOLE		54,500	0	0
POPULAR INC	COM NEW	733174700	60	900	SH		SOLE		900	0	0
PROGYNY INC	COM	74340E103	78	2,500	SH		SOLE		2,500	0	0
PROSHARES TR SHORT QQQ	NEW	74347B714	3,606	245,000	SH		SOLE		245,000	0	0
RANGE RES CORP	COM	75281A109	5,717	228,500	SH		SOLE		228,500	0	0
RAYONIER INC	COM	754907103	4,160	126,200	SH		SOLE		126,200	0	0
RICHARDSON ELECTRS LTD	COM	763165107	224	10,500	SH		SOLE		10,500	0	0
SANDSTORM GOLD LTD	COM NEW	80013R206	295	56,000	SH		SOLE		56,000	0	0
SANOFI	SPONSORED ADR	80105N105	10,392	214,575	SH		SOLE		214,575	0	0
SAREPTA THERAPEUTICS INC	COM	803607100	138	1,065	SH		SOLE		1,065	0	0
SIGNET JEWELERS LIMITED	SHS	G81276100	97	1,425	SH		SOLE		1,425	0	0
SILVERCREST METALS INC	COM	828363101	102	17,000	SH		SOLE		17,000	0	0
SSR MNG INC	COM	784730103	172	11,000	SH		SOLE		11,000	0	0
SUNCOR ENERGY INC NEW	COM	867224107	482	15,200	SH		SOLE		15,200	0	0
TECK RESOURCES LTD	CL B	878742204	8,197	216,750	SH		SOLE		216,750	0	0
CALLAWAY GOLF CO	COM	131193104	79	4,025	SH		SOLE		4,025	0	0
TRANSOCEAN LTD REG	SHS	H8817H100	319	70,000	SH		SOLE		70,000	0	0
ULTA BEAUTY INC	COM	90384S303	56	120	SH		SOLE		120	0	0
UNITED THERAPEUTICS CORP DEL	COM	91307C102	179	645	SH		SOLE		645	0	0
VERRA MOBILITY CORP	COM	92511U102	152	11,000	SH		SOLE		11,000	0	0
VERTEX PHARMACEUTICALS INC	COM	92532F100	2,479	8,585	SH		SOLE		8,585	0	0
VICTORIAS SECRET AND CO	COMMON STOCK	926400102	19	533	SH		SOLE		533	0	0
DISNEY WALT CO	COM	254687106	152	1,749	SH		SOLE		1,749	0	0
WARNER BROS DISCOVERY INC	COM SER A	934423104	62	6,509	SH		SOLE		6,509	0	0
WILLIAMS SONOMA INC	COM	969904101	38	335	SH		SOLE		335	0	0
YETI HLDGS INC	COM	98585X104	50	1,200	SH		SOLE		1,200	0	0