The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it 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 |
AGCO CORP | COM | 001084102 | 239,240 | 1,725 | SH | SOLE | NONE | 0 | 0 | 0 | |
AIRBNB INC | COM CL A | 009066101 | 4,864,779 | 56,898 | SH | SOLE | NONE | 0 | 0 | 0 | |
ALPHABET INC | CAP STK CL A | 02079K305 | 10,439,374 | 118,320 | SH | SOLE | NONE | 0 | 0 | 0 | |
ARCHER DANIELS MIDLAND CO | COM | 039483102 | 231,104 | 2,489 | SH | SOLE | NONE | 0 | 0 | 0 | |
BUNGE LIMITED | COM | G16962105 | 201,436 | 2,019 | SH | SOLE | NONE | 0 | 0 | 0 | |
CAMECO CORP | COM | 13321L108 | 557,682 | 24,600 | SH | SOLE | NONE | 0 | 0 | 0 | |
CANADIAN PAC RY LTD | COM | 13645T100 | 2,916,842 | 39,105 | SH | SOLE | NONE | 0 | 0 | 0 | |
CONOCOPHILLIPS | COM | 20825C104 | 708,000 | 6,000 | SH | SOLE | NONE | 0 | 0 | 0 | |
CORTEVA INC | COM | 22052L104 | 232,710 | 3,959 | SH | SOLE | NONE | 0 | 0 | 0 | |
DANIMER SCIENTIFIC INC | COM CL A | 236272100 | 134,250 | 75,000 | SH | SOLE | NONE | 0 | 0 | 0 | |
DEERE & CO | COM | 244199105 | 241,821 | 564 | SH | SOLE | NONE | 0 | 0 | 0 | |
EXXON MOBIL CORP | COM | 30231G102 | 772,100 | 7,000 | SH | SOLE | NONE | 0 | 0 | 0 | |
FIRST TR EXCHANGE-TRADED FD | NAT GAS ETF | 33733E807 | 2,068,031 | 84,375 | SH | SOLE | NONE | 0 | 0 | 0 | |
FREEPORT-MCMORAN INC | CL B | 35671D857 | 532,000 | 14,000 | SH | SOLE | NONE | 0 | 0 | 0 | |
GLOBAL X FDS | GLOBAL X URANIUM | 37954Y871 | 13,827,088 | 688,600 | SH | SOLE | NONE | 0 | 0 | 0 | |
INVESCO DB MULTI-SECTOR COMM | AGRICULTURE FD | 46140H106 | 16,823,235 | 834,900 | SH | SOLE | NONE | 0 | 0 | 0 | |
LINDSAY CORP | COM | 535555106 | 262,677 | 1,613 | SH | SOLE | NONE | 0 | 0 | 0 | |
LUCID GROUP INC | COM | 549498103 | 170,743 | 24,999 | SH | SOLE | NONE | 0 | 0 | 0 | |
MICROSOFT CORP | COM | 594918104 | 3,728,002 | 15,545 | SH | SOLE | NONE | 0 | 0 | 0 | |
MOODYS CORP | COM | 615369105 | 1,808,244 | 6,490 | SH | SOLE | NONE | 0 | 0 | 0 | |
MOSAIC CO NEW | COM | 61945C103 | 635,413 | 14,484 | SH | SOLE | NONE | 0 | 0 | 0 | |
NU HLDGS LTD | ORD SHS CL A | G6683N103 | 2,158,191 | 530,268 | SH | SOLE | NONE | 0 | 0 | 0 | |
S&P GLOBAL INC | COM | 78409V104 | 2,106,773 | 6,290 | SH | SOLE | NONE | 0 | 0 | 0 | |
SCHLUMBERGER LTD | COM STK | 806857108 | 748,440 | 14,000 | SH | SOLE | NONE | 0 | 0 | 0 | |
SPDR SER TR | SPDR S&P 500 ETF | 78468R796 | 58,755,610 | 629,412 | SH | SOLE | NONE | 0 | 0 | 0 | |
TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 407,460 | 5,470 | SH | SOLE | NONE | 0 | 0 | 0 | |
VALE S A | SPONSORED ADS | 91912E105 | 566,798 | 33,400 | SH | SOLE | NONE | 0 | 0 | 0 | |
VANECK VECTORS ETF TR | GOLD MINERS ETF | 92189F106 | 22,874,979 | 798,150 | SH | SOLE | NONE | 0 | 0 | 0 | |
VANECK VECTORS ETF TR | RARE EARTH/STRTG | 92189H805 | 3,351,040 | 44,000 | SH | SOLE | NONE | 0 | 0 | 0 | |
VICTORY CAP HLDGS INC | COM CL A | 92645B103 | 289,576 | 10,793 | SH | SOLE | NONE | 0 | 0 | 0 | |
VISA INC | COM CL A | 92826C839 | 2,884,748 | 13,885 | SH | SOLE | NONE | 0 | 0 | 0 |