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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
ADVISORSHARES TR PURE US CANNABIS 00768Y453   524,095 94,602 SH   SOLE   94,602 0 0
AGCO CORP COM 001084102   525,680 4,000 SH   SOLE   4,000 0 0
ALBEMARLE CORP COM 012653101   1,123,258 5,035 SH   SOLE   5,035 0 0
ALCOA CORP COM 013872106   8,787,429 258,987 SH   SOLE   258,987 0 0
ALLOGENE THERAPEUTICS INC COM 019770106   426,441 85,803 SH   SOLE   85,803 0 0
ALPHABET INC CAP STK CL A 02079K305   3,962,070 33,100 SH   SOLE   33,100 0 0
AMAZON COM INC COM 023135106   469,296 3,600 SH   SOLE   3,600 0 0
AMGEN INC COM 031162100   11,509,792 51,841 SH   SOLE   51,841 0 0
APPLE INC COM 037833100   1,306,388 6,735 SH   SOLE   6,735 0 0
APPLIED MATLS INC COM 038222105   9,245,034 63,962 SH   SOLE   63,962 0 0
ARCHER DANIELS MIDLAND CO COM 039483102   10,508,054 139,069 SH   SOLE   139,069 0 0
ARCHER DANIELS MIDLAND CO COM 039483102   6,044,800 80,000 SH Call SOLE   80,000 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   206,678 285 SH   SOLE   285 0 0
BANK AMERICA CORP COM 060505104   34,586,484 1,205,524 SH   SOLE   1,205,524 0 0
BANK AMERICA CORP COM 060505104   2,869,000 100,000 SH Call SOLE   100,000 0 0
BARRICK GOLD CORP COM 067901108   677,200 40,000 SH   SOLE   40,000 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108   6,213,720 12 SH   SOLE   12 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   1,091,200 3,200 SH   SOLE   3,200 0 0
BRASKEM S A SP ADR PFD A 105532105   592,985 50,900 SH   SOLE   50,900 0 0
BUNGE LIMITED COM G16962105   70,606,162 748,343 SH   SOLE   748,343 0 0
BUNGE LIMITED COM G16962105   7,953,705 84,300 SH Call SOLE   84,300 0 0
CAMDEN PPTY TR SH BEN INT 133131102   8,494,908 78,028 SH   SOLE   78,028 0 0
CAMECO CORP COM 13321L108   43,167,445 1,377,831 SH   SOLE   1,377,831 0 0
CARDINAL HEALTH INC COM 14149Y108   765,022 8,089 SH   SOLE   8,089 0 0
CBRE GROUP INC CL A 12504L109   2,210,647 27,390 SH   SOLE   27,390 0 0
CF INDS HLDGS INC COM 125269100   11,426,835 164,604 SH   SOLE   164,604 0 0
CF INDS HLDGS INC COM 125269100   3,623,724 52,200 SH Call SOLE   52,200 0 0
CHENIERE ENERGY INC COM NEW 16411R208   15,106,342 99,149 SH   SOLE   99,149 0 0
CHESAPEAKE ENERGY CORP COM 165167735   334,720 4,000 SH   SOLE   4,000 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101   2,546,498 151,939 SH   SOLE   151,939 0 0
CORNING INC COM 219350105   2,610,459 74,499 SH   SOLE   74,499 0 0
CORTEVA INC COM 22052L104   244,194 4,262 SH   SOLE   4,262 0 0
COTERRA ENERGY INC COM 127097103   21,673,953 856,678 SH   SOLE   856,678 0 0
COTERRA ENERGY INC COM 127097103   379,500 15,000 SH Call SOLE   15,000 0 0
CRINETICS PHARMACEUTICALS IN COM 22663K107   230,692 12,802 SH   SOLE   12,802 0 0
DBX ETF TR XTRACK HRVST CSI 233051879   856,320 32,000 SH   SOLE   32,000 0 0
DEVON ENERGY CORP NEW COM 25179M103   4,618,984 95,552 SH   SOLE   95,552 0 0
DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609   49,500,310 1,067,047 SH   SOLE   1,067,047 0 0
DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807   34,608,066 1,053,518 SH   SOLE   1,053,518 0 0
DISNEY WALT CO COM 254687106   444,972 4,984 SH   SOLE   4,984 0 0
EOG RES INC COM 26875P101   4,995,649 43,653 SH   SOLE   43,653 0 0
EOG RES INC COM 26875P101   1,144,400 10,000 SH Call SOLE   10,000 0 0
EQT CORP COM 26884L109   23,957,073 582,472 SH   SOLE   582,472 0 0
FIFTH THIRD BANCORP COM 316773100   675,039 25,755 SH   SOLE   25,755 0 0
FORD MTR CO DEL COM 345370860   327,035 21,615 SH   SOLE   21,615 0 0
FREEPORT-MCMORAN INC CL B 35671D857   42,547,320 1,063,683 SH   SOLE   1,063,683 0 0
FREEPORT-MCMORAN INC CL B 35671D857   2,832,000 70,800 SH Call SOLE   70,800 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   24,190,500 75,000 SH   SOLE   75,000 0 0
HEALTHPEAK PROPERTIES INC COM 42250P103   8,841,769 439,889 SH   SOLE   439,889 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109   290,774 17,308 SH   SOLE   17,308 0 0
HUDBAY MINERALS INC COM 443628102   1,391,851 289,969 SH   SOLE   289,969 0 0
HUMANA INC COM 444859102   34,124,514 76,319 SH   SOLE   76,319 0 0
HUMANA INC COM 444859102   11,625,380 26,000 SH Call SOLE   26,000 0 0
ING GROEP N.V. SPONSORED ADR 456837103   23,305,484 1,730,177 SH   SOLE   1,730,177 0 0
INVESCO CURRENCYSHARES JAPAN JAPANESE YEN 46138W107   4,195,100 65,000 SH Call SOLE   65,000 0 0
INVESCO EXCH TRADED FD TR II SOLAR ETF 46138G706   1,928,340 27,000 SH   SOLE   27,000 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357   18,813,190 125,723 SH   SOLE   125,723 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   8,127,240 22,000 SH Put SOLE   22,000 0 0
ISHARES INC MSCI BRAZIL ETF 464286400   116,717,516 3,599,060 SH   SOLE   3,599,060 0 0
ISHARES INC MSCI STH KOR ETF 464286772   1,960,534 30,933 SH   SOLE   30,933 0 0
ISHARES INC CORE MSCI EMKT 46434G103   1,330,830 27,000 SH   SOLE   27,000 0 0
ISHARES INC MSCI JPN ETF NEW 46434G822   5,928,473 95,775 SH   SOLE   95,775 0 0
ISHARES INC MSCI BRAZIL ETF 464286400   5,205,015 160,500 SH Call SOLE   160,500 0 0
ISHARES TR MSCI EMG MKT ETF 464287234   2,828,540 71,500 SH   SOLE   71,500 0 0
ISHARES TR 20 YR TR BD ETF 464287432   5,661,700 55,000 SH   SOLE   55,000 0 0
ISHARES TR MSCI EAFE ETF 464287465   417,985 5,765 SH   SOLE   5,765 0 0
ISHARES TR ISHARES BIOTECH 464287556   30,901,175 243,393 SH   SOLE   243,393 0 0
ISHARES TR RUS 2000 VAL ETF 464287630   1,141,606 8,108 SH   SOLE   8,108 0 0
ISHARES TR CHINA LG-CAP ETF 464287184   543,800 20,000 SH Put SOLE   20,000 0 0
ISHARES TR 20 YR TR BD ETF 464287432   10,921,934 106,100 SH Call SOLE   106,100 0 0
JBG SMITH PPTYS COM 46590V100   7,342,002 488,165 SH   SOLE   488,165 0 0
JPMORGAN CHASE & CO COM 46625H100   39,273,551 270,033 SH   SOLE   270,033 0 0
KEYCORP COM 493267108   282,236 30,545 SH   SOLE   30,545 0 0
KLA CORP COM NEW 482480100   16,769,567 34,575 SH   SOLE   34,575 0 0
LAM RESEARCH CORP COM 512807108   9,652,543 15,015 SH   SOLE   15,015 0 0
LILLY ELI & CO COM 532457108   4,689,800 10,000 SH Put SOLE   10,000 0 0
M & T BK CORP COM 55261F104   1,017,431 8,221 SH   SOLE   8,221 0 0
MADRIGAL PHARMACEUTICALS INC COM 558868105   1,268,190 5,490 SH   SOLE   5,490 0 0
MELCO RESORTS AND ENTMNT LTD ADR 585464100   4,842,462 396,598 SH   SOLE   396,598 0 0
META PLATFORMS INC CL A 30303M102   269,761 940 SH   SOLE   940 0 0
MICRON TECHNOLOGY INC COM 595112103   17,514,413 277,522 SH   SOLE   277,522 0 0
MICRON TECHNOLOGY INC COM 595112103   1,893,300 30,000 SH Call SOLE   30,000 0 0
MICROSOFT CORP COM 594918104   6,880,362 20,204 SH   SOLE   20,204 0 0
MOSAIC CO NEW COM 61945C103   640,935 18,312 SH   SOLE   18,312 0 0
MOSAIC CO NEW COM 61945C103   1,575,000 45,000 SH Call SOLE   45,000 0 0
NUTRIEN LTD COM 67077M108   621,678 10,528 SH   SOLE   10,528 0 0
NUTRIEN LTD COM 67077M108   590,500 10,000 SH Call SOLE   10,000 0 0
NVIDIA CORPORATION COM 67066G104   490,703 1,160 SH   SOLE   1,160 0 0
NXP SEMICONDUCTORS N V COM N6596X109   32,416,503 158,377 SH   SOLE   158,377 0 0
OCCIDENTAL PETE CORP COM 674599105   4,371,780 74,350 SH   SOLE   74,350 0 0
PARDES BIOSCIENCES INC COM 69945Q105   71,314 39,400 SH   SOLE   39,400 0 0
QUALCOMM INC COM 747525103   294,484 2,474 SH   SOLE   2,474 0 0
SAREPTA THERAPEUTICS INC COM 803607100   480,984 4,200 SH   SOLE   4,200 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209   127,509,464 960,668 SH   SOLE   960,668 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506   19,969,768 246,024 SH   SOLE   246,024 0 0
SELECT SECTOR SPDR TR FINANCIAL 81369Y605   8,390,720 248,909 SH   SOLE   248,909 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886   1,163,458 17,779 SH   SOLE   17,779 0 0
SL GREEN RLTY CORP COM 78440X887   300,500 10,000 SH Call SOLE   10,000 0 0
SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 833635105   10,745,727 147,972 SH   SOLE   147,972 0 0
SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 833635105   726,200 10,000 SH Call SOLE   10,000 0 0
SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889   7,673,886 235,829 SH   SOLE   235,829 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   54,656,424 123,300 SH Put SOLE   123,300 0 0
SPDR SER TR S&P REGL BKG 78464A698   712,396 17,448 SH   SOLE   17,448 0 0
SPDR SER TR S&P BIOTECH 78464A870   25,631,751 308,074 SH   SOLE   308,074 0 0
SPDR SER TR S&P REGL BKG 78464A698   1,224,900 30,000 SH Call SOLE   30,000 0 0
TARGET CORP COM 87612E106   778,078 5,899 SH   SOLE   5,899 0 0
TARGET CORP COM 87612E106   1,319,000 10,000 SH Call SOLE   10,000 0 0
TECK RESOURCES LTD CL B 878742204   97,509,705 2,316,145 SH   SOLE   2,316,145 0 0
TECK RESOURCES LTD CL B 878742204   12,129,010 288,100 SH Call SOLE   288,100 0 0
TENARIS S A SPONSORED ADS 88031M109   19,407,900 648,010 SH   SOLE   648,010 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   7,177,193 13,756 SH   SOLE   13,756 0 0
UBS GROUP AG SHS H42097107   204,727 10,100 SH Call SOLE   10,100 0 0
UNITEDHEALTH GROUP INC COM 91324P102   64,152,463 133,473 SH   SOLE   133,473 0 0
UNITEDHEALTH GROUP INC COM 91324P102   9,612,800 20,000 SH Call SOLE   20,000 0 0
VALE S A SPONSORED ADS 91912E105   21,086,578 1,571,280 SH   SOLE   1,571,280 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106   752,750 25,000 SH   SOLE   25,000 0 0
VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703   501,832 3,223 SH   SOLE   3,223 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   1,203,295 2,954 SH   SOLE   2,954 0 0
VANGUARD INDEX FDS REAL ESTATE ETF 922908553   3,760,200 45,000 SH   SOLE   45,000 0 0
VANGUARD INDEX FDS SM CP VAL ETF 922908611   30,932,186 187,014 SH   SOLE   187,014 0 0
VANGUARD INDEX FDS VALUE ETF 922908744   113,627,849 799,633 SH   SOLE   799,633 0 0
VANGUARD INDEX FDS TOTAL STK MKT 922908769   200,504,484 910,226 SH   SOLE   910,226 0 0
VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676   200,950 5,000 SH   SOLE   5,000 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858   34,676,705 852,426 SH   SOLE   852,426 0 0
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858   91,541,875 1,982,284 SH   SOLE   1,982,284 0 0
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406   1,891,603 17,834 SH   SOLE   17,834 0 0
VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794   6,364,640 100,706 SH   SOLE   100,706 0 0