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
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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBOTT LABS COM 002824100   1,526,607 14,003 SH   SOLE   14,003 0 0
AGNICO EAGLE MINES LTD COM 008474108   4,523,639 90,508 SH   SOLE   90,508 0 0
APPLE INC COM 037833100   3,020,694 15,573 SH   SOLE   15,573 0 0
ARC DOCUMENT SOLUTIONS INC COM 00191G103   99,218 30,623 SH   SOLE   30,623 0 0
BANK AMERICA CORP COM 060505104   608,973 21,226 SH   SOLE   21,226 0 0
BARRICK GOLD CORP COM 067901108   19,467,569 1,149,886 SH   SOLE   1,149,886 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   2,652,298 7,778 SH   SOLE   7,778 0 0
BUNGE LIMITED COM G16962105   9,085,999 96,301 SH   SOLE   96,301 0 0
CADRE HLDGS INC COM 12763L105   3,053,569 140,072 SH   SOLE   140,072 0 0
CAMECO CORP COM 13321L108   14,896,005 475,455 SH   SOLE   475,455 0 0
CANADIAN NAT RES LTD COM 136385101   2,053,658 36,503 SH   SOLE   36,503 0 0
CENTRUS ENERGY CORP CL A 15643U104   5,224,447 160,456 SH   SOLE   160,456 0 0
DENISON MINES CORP COM 248356107   1,509,822 1,207,858 SH   SOLE   1,207,858 0 0
ENERGY FUELS INC COM NEW 292671708   2,323,501 372,356 SH   SOLE   372,356 0 0
ENOVIX CORPORATION COM 293594107   9,680,300 536,602 SH   SOLE   536,602 0 0
FORD MTR CO DEL COM 345370860   342,845 22,660 SH   SOLE   22,660 0 0
FREEPORT-MCMORAN INC CL B 35671D857   2,180,800 54,520 SH   SOLE   54,520 0 0
FULGENT GENETICS INC COM 359664109   3,009,539 81,273 SH   SOLE   81,273 0 0
GENIE ENERGY LTD CL B 372284208   4,391,884 310,600 SH   SOLE   310,600 0 0
IRONWOOD PHARMACEUTICALS INC COM CL A 46333X108   827,260 77,750 SH   SOLE   77,750 0 0
IVANHOE ELECTRIC INC COM 46578C108   482,480 37,000 SH   SOLE   37,000 0 0
KENNEDY-WILSON HOLDINGS INC COM 489398107   7,284,306 446,069 SH   SOLE   446,069 0 0
LIMONEIRA CO COM 532746104   14,328,052 920,826 SH   SOLE   920,826 0 0
LITHIUM AMERS CORP NEW COM NEW 53680Q207   2,145,897 106,180 SH   SOLE   106,180 0 0
LOCKHEED MARTIN CORP COM 539830109   11,152,705 24,225 SH   SOLE   24,225 0 0
LOWES COS INC COM 548661107   301,083 1,334 SH   SOLE   1,334 0 0
MP MATERIALS CORP COM CL A 553368101   1,601,600 70,000 SH   SOLE   70,000 0 0
NEW GOLD INC CDA COM 644535106   14,159 13,111 SH   SOLE   13,111 0 0
NEXGEN ENERGY LTD COM 65340P106   17,773,740 3,773,618 SH   SOLE   3,773,618 0 0
NOVAGOLD RES INC COM NEW 66987E206   3,247,764 813,976 SH   SOLE   813,976 0 0
RAFAEL HLDGS INC COM CL B 75062E106   105,267 50,367 SH   SOLE   50,367 0 0
SEABRIDGE GOLD INC COM 811916105   410,073 34,031 SH   SOLE   34,031 0 0
SIGMA LITHIUM CORPORATION COM 826599102   523,900 13,000 SH   SOLE   13,000 0 0
SMARTRENT INC COM CL A 83193G107   14,095,250 3,680,222 SH   SOLE   3,680,222 0 0
ST JOE CO COM 790148100   3,512,336 72,659 SH   SOLE   72,659 0 0
TECK RESOURCES LTD CL B 878742204   426,473 10,130 SH   SOLE   10,130 0 0
TMC THE METALS COMPANY INC COM 87261Y106   1,298,482 796,615 SH   SOLE   796,615 0 0
TRANSOCEAN LTD REG SHS H8817H100   455,650 65,000 SH   SOLE   65,000 0 0
TRIUMPH GROUP INC NEW COM 896818101   656,958 53,109 SH   SOLE   53,109 0 0
U HAUL HOLDING COMPANY COM 023586100   9,651,901 174,474 SH   SOLE   174,474 0 0
VALE S A SPONSORED ADS 91912E105   536,800 40,000 SH   SOLE   40,000 0 0
VIRTU FINL INC CL A 928254101   10,594,381 619,917 SH   SOLE   619,917 0 0