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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AGNICO EAGLE MINES LTD COM 008474108   269,631 5,290 SH   SOLE   5,290 0 0
AIRSPAN NETWORKS HOLDINGS IN COM 00951K104   14,884 21,500 SH   SOLE   21,500 0 0
ALPHABET INC CAP STK CL C 02079K107   12,776,712 122,853 SH   SOLE   122,853 0 0
ALPHABET INC CAP STK CL A 02079K305   99,581 960 SH   SOLE   960 0 0
AMERISOURCEBERGEN CORP COM 03073E105   3,387,821 21,159 SH   SOLE   21,159 0 0
ANTERO RESOURCES CORP COM 03674X106   200,583 8,687 SH   SOLE   8,687 0 0
AT&T INC COM 00206R102   3,032,600 157,538 SH   SOLE   157,538 0 0
ATKORE INC COM 047649108   10,830,679 77,098 SH   SOLE   77,098 0 0
BANK AMERICA CORP COM 060505104   4,757,610 166,350 SH   SOLE   166,350 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   20,459,963 66,263 SH   SOLE   66,263 0 0
BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 113004105   2,807,540 85,805 SH   SOLE   85,805 0 0
BROOKFIELD CORP CL A LTD VT SH 11271J107   6,549,601 200,970 SH   SOLE   200,970 0 0
CARTERS INC COM 146229109   6,196,843 86,163 SH   SOLE   86,163 0 0
CHEVRON CORP NEW COM 166764100   241,477 1,480 SH   SOLE   1,480 0 0
COHERENT CORP COM 19247G107   3,659,716 96,106 SH   SOLE   96,106 0 0
COMSTOCK RES INC COM 205768302   1,381,843 128,067 SH   SOLE   128,067 0 0
CONOCOPHILLIPS COM 20825C104   6,170,366 62,195 SH   SOLE   62,195 0 0
COTERRA ENERGY INC COM 127097103   1,369,823 55,820 SH   SOLE   55,820 0 0
DANAHER CORPORATION COM 235851102   4,781,955 18,973 SH   SOLE   18,973 0 0
DEVON ENERGY CORP NEW COM 25179M103   1,591,381 31,444 SH   SOLE   31,444 0 0
DIAMOND OFFSHORE DRILLING IN COM 25271C201   277,378 23,038 SH   SOLE   23,038 0 0
DIAMONDBACK ENERGY INC COM 25278X109   12,630,507 93,442 SH   SOLE   93,442 0 0
DIGITALOCEAN HLDGS INC COM 25402D102   2,093,284 53,441 SH   SOLE   53,441 0 0
DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104   225,671 7,844 SH   SOLE   7,844 0 0
DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203   66,351 2,462 SH   SOLE   2,462 0 0
DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302   15,377 668 SH   SOLE   668 0 0
DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500   11,120 211 SH   SOLE   211 0 0
DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609   4,583 103 SH   SOLE   103 0 0
DISNEY WALT CO COM 254687106   5,391,400 53,844 SH   SOLE   53,844 0 0
DMC GLOBAL INC COM 23291C103   4,014,790 182,740 SH   SOLE   182,740 0 0
EARTHSTONE ENERGY INC CL A 27032D304   4,161,613 319,878 SH   SOLE   319,878 0 0
EQT CORP COM 26884L109   5,627,041 176,341 SH   SOLE   176,341 0 0
ERO COPPER CORP COM 296006109   851,994 48,299 SH   SOLE   48,299 0 0
GLOBAL X FDS DATA CTR REITS 37954Y236   1,314 100 SH   SOLE   100 0 0
GLOBAL X FDS NASDAQ 100 COVER 37954Y483   12,862 750 SH   SOLE   750 0 0
GLOBAL X FDS US PFD ETF 37954Y657   11,916 600 SH   SOLE   600 0 0
GLOBAL X FDS MSCI SUPDIV EA 37954Y699   7,935 575 SH   SOLE   575 0 0
GLOBAL X FDS ALTERNATIVE INCM 37954Y806   3,402 300 SH   SOLE   300 0 0
GLOBAL X FDS GLOBAL X SILVER 37954Y848   1,536 50 SH   SOLE   50 0 0
GLOBAL X FDS GLOBAL X URANIUM 37954Y871   222,582 11,168 SH   SOLE   11,168 0 0
HALLIBURTON CO COM 406216101   328,708 10,389 SH   SOLE   10,389 0 0
HECLA MNG CO COM 422704106   107,610 17,000 SH   SOLE   17,000 0 0
ILLUMINA INC COM 452327109   570,910 2,455 SH   SOLE   2,455 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   5,015,459 38,260 SH   SOLE   38,260 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357   663,175 4,586 SH   SOLE   4,586 0 0
INVESCO EXCHANGE TRADED FD T DJ INDL AVG DV 46137V605   6,417 150 SH   SOLE   150 0 0
KENNEDY-WILSON HOLDINGS INC COM 489398107   5,481,236 330,394 SH   SOLE   330,394 0 0
LUMEN TECHNOLOGIES INC COM 550241103   1,617,490 610,374 SH   SOLE   610,374 0 0
MARKEL CORP COM 570535104   10,318,918 8,078 SH   SOLE   8,078 0 0
MASTERCARD INCORPORATED CL A 57636Q104   739,903 2,036 SH   SOLE   2,036 0 0
META PLATFORMS INC CL A 30303M102   5,530,292 26,094 SH   SOLE   26,094 0 0
MICROSOFT CORP COM 594918104   3,930,639 13,634 SH   SOLE   13,634 0 0
MOODYS CORP COM 615369105   2,423,474 7,919 SH   SOLE   7,919 0 0
NORTHERN OIL AND GAS INC MN COM 665531307   1,056,757 34,819 SH   SOLE   34,819 0 0
OVINTIV INC COM 69047Q102   651,533 18,058 SH   SOLE   18,058 0 0
PDC ENERGY INC COM 69327R101   863,478 13,454 SH   SOLE   13,454 0 0
PIONEER NAT RES CO COM 723787107   19,115,849 93,595 SH   SOLE   93,595 0 0
POWELL INDS INC COM 739128106   7,733,154 181,572 SH   SOLE   181,572 0 0
QUALCOMM INC COM 747525103   6,874,946 53,887 SH   SOLE   53,887 0 0
RANGE RES CORP COM 75281A109   227,510 8,595 SH   SOLE   8,595 0 0
RANGER OIL CORPORATION CLASS A COM 70788V102   1,155,976 28,305 SH   SOLE   28,305 0 0
RING ENERGY INC COM 76680V108   45,229 23,805 SH   SOLE   23,805 0 0
SAN JUAN BASIN RTY TR UNIT BEN INT 798241105   184,100 17,500 SH   SOLE   17,500 0 0
SCHLUMBERGER LTD COM STK 806857108   10,495,399 213,756 SH   SOLE   213,756 0 0
SEABRIDGE GOLD INC COM 811916105   6,905,859 533,271 SH   SOLE   533,271 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209   3,236 25 SH   SOLE   25 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506   921,468 11,125 SH   SOLE   11,125 0 0
SELECT SECTOR SPDR TR FINANCIAL 81369Y605   10,238 318 SH   SOLE   318 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   302 2 SH   SOLE   2 0 0
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102   1,497,649 29,941 SH   SOLE   29,941 0 0
SILVERBOW RES INC COM 82836G102   813,917 35,620 SH   SOLE   35,620 0 0
SOLARIS OILFIELD INFRASTRUCT COM CL A 83418M103   281,649 32,980 SH   SOLE   32,980 0 0
SPDR SER TR OILGAS EQUIP 78468R549   2,933 39 SH   SOLE   39 0 0
SPDR SER TR S&P OILGAS EXP 78468R556   1,006,422 7,888 SH   SOLE   7,888 0 0
SPDR SER TR PORTFOLIO S&P600 78468R853   350,808 9,288 SH   SOLE   9,288 0 0
SPROTT PHYSICAL GOLD & SILVE TR UNIT 85208R101   763,378 40,369 SH   SOLE   40,369 0 0
SPROTT PHYSICAL GOLD TR UNIT 85207H104   7,035,181 455,057 SH   SOLE   455,057 0 0
STANLEY BLACK & DECKER INC COM 854502101   3,016,835 37,439 SH   SOLE   37,439 0 0
SUNCOR ENERGY INC NEW COM 867224107   340,898 10,979 SH   SOLE   10,979 0 0
TALOS ENERGY INC COM 87484T108   353,711 23,835 SH   SOLE   23,835 0 0
TELECOM ARGENTINA SA SPON ADR REP B 879273209   49,900 10,000 SH   SOLE   10,000 0 0
TEXAS INSTRS INC COM 882508104   1,239,013 6,661 SH   SOLE   6,661 0 0
TRANSOCEAN LTD REG SHS H8817H100   159,261 25,041 SH   SOLE   25,041 0 0
TRIMAS CORP COM NEW 896215209   825,046 29,614 SH   SOLE   29,614 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106   59,847 1,850 SH   SOLE   1,850 0 0
VANECK ETF TRUST VANECK RUSSIA ET 92189F403   12,378 2,203 SH   SOLE   2,203 0 0
VANECK ETF TRUST MORTGAGE REIT 92189F452   6,610 585 SH   SOLE   585 0 0
VANECK ETF TRUST MRNGSTR WDE MOAT 92189F643   921,644 12,483 SH   SOLE   12,483 0 0
VANECK ETF TRUST JUNIOR GOLD MINE 92189F791   61,422 1,555 SH   SOLE   1,555 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   7,855 21 SH   SOLE   21 0 0
VANGUARD INDEX FDS REAL ESTATE ETF 922908553   115,057 1,386 SH   SOLE   1,386 0 0
VANGUARD INDEX FDS SM CP VAL ETF 922908611   95,891 604 SH   SOLE   604 0 0
VANGUARD INDEX FDS LARGE CAP ETF 922908637   193,909 1,038 SH   SOLE   1,038 0 0
VANGUARD INDEX FDS GROWTH ETF 922908736   206,072 826 SH   SOLE   826 0 0
VANGUARD INDEX FDS VALUE ETF 922908744   194,597 1,409 SH   SOLE   1,409 0 0
VANGUARD INDEX FDS SMALL CP ETF 922908751   96,760 510 SH   SOLE   510 0 0
VANGUARD INDEX FDS TOTAL STK MKT 922908769   946,807 4,639 SH   SOLE   4,639 0 0
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844   277,218 1,800 SH   SOLE   1,800 0 0
VANGUARD STAR FDS VG TL INTL STK F 921909768   228,694 4,142 SH   SOLE   4,142 0 0
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858   775,523 17,169 SH   SOLE   17,169 0 0
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406   970,396 9,198 SH   SOLE   9,198 0 0
VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794   541,571 8,742 SH   SOLE   8,742 0 0
VERISIGN INC COM 92343E102   6,049,814 28,627 SH   SOLE   28,627 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   3,186,219 81,929 SH   SOLE   81,929 0 0
VITAL ENERGY INC COM 516806205   770,264 16,914 SH   SOLE   16,914 0 0
VONTIER CORPORATION COM 928881101   7,057,775 258,148 SH   SOLE   258,148 0 0
WESTROCK CO COM 96145D105   5,801,976 190,416 SH   SOLE   190,416 0 0
WORKDAY INC CL A 98138H101   3,321,576 16,082 SH   SOLE   16,082 0 0