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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AGNICO EAGLE MINES LTD COM 008474108 6,628 180,252 SH   SOLE   180,252 0 0
ALAMOS GOLD INC NEW COM CL A 011532108 1,636 287,428 SH   SOLE   287,428 0 0
ALEXCO RESOURCE CORP COM 01535P106 957 749,648 SH   SOLE   749,648 0 0
ALMADEN MINERALS LTD COM CL B 020283305 2,909 4,323,193 SH   SOLE   4,323,193 0 0
ALPS ETF TR SPROTT GL MINE 00162Q643 189 12,145 SH   SOLE   12,145 0 0
AMERICAS SILVER CORP COM NEW 03063L705 782 256,866 SH   SOLE   256,866 0 0
AMGEN INC COM 031162100 5,016 24,200 SH   SOLE   24,200 0 0
APPLE INC COM 037833100 12,573 55,700 SH   SOLE   55,700 0 0
ARTISAN PARTNERS ASSET MGMT CL A 04316A108 6,285 194,000 SH   SOLE   194,000 0 0
ASANKO GOLD INC COM 04341Y105 54 67,879 SH   SOLE   67,879 0 0
AURYN RES INC COM 05208W108 1,030 816,500 SH   SOLE   816,500 0 0
AVINO SILVER & GOLD MINES LT COM 053906103 600 750,000 SH   SOLE   750,000 0 0
B2GOLD CORP COM 11777Q209 6,024 2,272,245 SH   SOLE   2,272,245 0 0
BARCLAYS BK PLC IPATH B COFFEE 06746P563 290 7,506 SH   SOLE   7,506 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,970 18,542 SH   SOLE   18,542 0 0
BUCKLE INC COM 118440106 5,440 236,000 SH   SOLE   236,000 0 0
CAL MAINE FOODS INC COM NEW 128030202 6,947 143,828 SH   SOLE   143,828 0 0
CAMECO CORP COM 13321L108 1,012 88,747 SH   SOLE   88,747 0 0
CIRRUS LOGIC INC COM 172755100 9,650 250,000 SH   SOLE   250,000 0 0
COEUR MNG INC COM NEW 192108504 5,790 860,218 SH   SOLE   860,218 0 0
DENISON MINES CORP COM 248356107 19 28,808 SH   SOLE   28,808 0 0
DRDGOLD LIMITED SPON ADR REPSTG 26152H301 24 10,000 SH   SOLE   10,000 0 0
EMX RTY CORP COM 26873J107 5,139 4,212,185 SH   SOLE   4,212,185 0 0
ENDEAVOUR SILVER CORP COM 29258Y103 2,048 690,500 SH   SOLE   690,500 0 0
ENERGY FUELS INC *W EXP 09/20/202 292671179 483 277,778 SH   SOLE   277,778 0 0
ENTREE RES LTD COM 29384J103 61 161,368 SH   SOLE   161,368 0 0
EXXON MOBIL CORP COM 30231G102 6,717 79,000 SH   SOLE   79,000 0 0
FEDERATED INVS INC PA CL B 314211103 5,909 245,000 SH   SOLE   245,000 0 0
FIRST MAJESTIC SILVER CORP COM 32076V103 5,743 832,120 SH   SOLE   832,120 0 0
FORTUNA SILVER MINES INC COM 349915108 6,124 1,254,614 SH   SOLE   1,254,614 0 0
FRANCO NEVADA CORP COM 351858105 7,194 115,007 SH   SOLE   115,007 0 0
FRANKLIN RES INC COM 354613101 10,431 343,000 SH   SOLE   343,000 0 0
FREEPORT-MCMORAN INC CL B 35671D857 198 14,200 SH   SOLE   14,200 0 0
FRP HLDGS INC COM 30292L107 6,024 97,000 SH   SOLE   97,000 0 0
GAMESTOP CORP NEW CL A 36467W109 5,917 387,500 SH   SOLE   387,500 0 0
GARMIN LTD SHS H2906T109 2,557 36,500 SH   SOLE   36,500 0 0
GENTEX CORP COM 371901109 10,945 510,000 SH   SOLE   510,000 0 0
GLADSTONE INVT CORP COM 376546107 194 17,000 SH   SOLE   17,000 0 0
GOLD STD VENTURES CORP COM 380738104 2,502 1,176,300 SH   SOLE   1,176,300 0 0
GOLDCORP INC NEW COM 380956409 3,259 264,991 SH   SOLE   264,991 0 0
GREAT PANTHER SILVER LTD COM 39115V101 545 496,632 SH   SOLE   496,632 0 0
HECLA MNG CO COM 422704106 2,757 765,625 SH   SOLE   765,625 0 0
HELMERICH & PAYNE INC COM 423452101 11,055 160,753 SH   SOLE   160,753 0 0
IAMGOLD CORP COM 450913108 627 170,254 SH   SOLE   170,254 0 0
ICAD INC COM NEW 44934S206 134 46,000 SH   SOLE   46,000 0 0
INDUSTRIAS BACHOCO S A B DE SPON ADR B 456463108 4,740 87,414 SH   SOLE   87,414 0 0
INNOVATIVE INDL PPTYS INC COM 45781V101 11 37,672 SH   SOLE   37,672 0 0
INTERNATIONAL TOWER HILL MIN COM 46050R102 15 31,200 SH   SOLE   31,200 0 0
ISHARES GOLD TRUST ISHARES 464285105 241 21,072 SH   SOLE   21,072 0 0
ISHARES SILVER TRUST ISHARES 46428Q109 367 26,754 SH   SOLE   26,754 0 0
ISHARES TR 1 3 YR TREAS BD 464287457 338 4,072 SH   SOLE   4,072 0 0
ISHARES TR 20 YR TR BD ETF 464287432 251 2,143 SH   SOLE   2,143 0 0
KENNEDY-WILSON HLDGS INC COM 489398107 13,246 616,081 SH   SOLE   616,081 0 0
KIRKLAND LAKE GOLD LTD COM 49741E100 12,332 525,831 SH   SOLE   525,831 0 0
LAM RESEARCH CORP COM 512807108 10,998 72,500 SH   SOLE   72,500 0 0
LILIS ENERGY INC COM NEW 532403201 1,265 200,000 SH   SOLE   200,000 0 0
MAG SILVER CORP COM 55903Q104 7,015 784,989 SH   SOLE   784,989 0 0
MARCUS & MILLICHAP INC COM 566324109 4,252 122,500 SH   SOLE   122,500 0 0
MOUNTAIN PROV DIAMONDS INC COM NEW 62426E402 671 319,437 SH   SOLE   319,437 0 0
NEVSUN RES LTD COM 64156L101 2,559 496,854 SH   SOLE   496,854 0 0
NEW GOLD INC CDA COM 644535106 4,317 4,365,588 SH   SOLE   4,365,588 0 0
NEWMONT MINING CORP COM 651639106 6,553 177,081 SH   SOLE   177,081 0 0
NEXGEN ENERGY LTD COM 65340P106 3,205 1,312,990 SH   SOLE   1,312,990 0 0
NUTRIEN LTD COM 67077M108 255 4,414 SH   SOLE   4,414 0 0
OSISKO GOLD ROYALTIES LTD COM 68827L101 679 89,483 SH   SOLE   89,483 0 0
PAN AMERICAN SILVER CORP COM 697900108 16,163 934,703 SH   SOLE   934,703 0 0
PLATINUM GROUP METALS LTD COM 72765Q601 73 309,282 SH   SOLE   309,282 0 0
PRETIUM RES INC COM 74139C102 17,276 1,949,487 SH   SOLE   1,949,487 0 0
RANDGOLD RES LTD ADR 752344309 12,439 157,766 SH   SOLE   157,766 0 0
ROYAL GOLD INC COM 780287108 2,473 32,097 SH   SOLE   32,097 0 0
SANDERSON FARMS INC COM 800013104 8,069 78,062 SH   SOLE   78,062 0 0
SANDSTORM GOLD LTD COM NEW 80013R206 11,418 3,061,159 SH   SOLE   3,061,159 0 0
SEABRIDGE GOLD INC COM 811916105 4,752 366,987 SH   SOLE   366,987 0 0
SIBANYE STILLWATER SPONSORED ADR 825724206 165 66,201 SH   SOLE   66,201 0 0
SILVERCORP METALS INC COM 82835P103 3,122 1,019,967 SH   SOLE   1,019,967 0 0
SILVERCREST METALS INC COM 828363101 8,429 2,756,350 SH   SOLE   2,756,350 0 0
SMART SAND INC COM 83191H107 1,983 482,500 SH   SOLE   482,500 0 0
SPROTT FOCUS TR INC COM 85208J109 422 57,137 SH   SOLE   57,137 0 0
SPROTT PHYSICAL GOLD & SILVE TR UNIT 85208R101 2,402 205,680 SH   SOLE   205,680 0 0
SPROTT PHYSICAL GOLD TRUST UNIT 85207H104 731 76,535 SH   SOLE   76,535 0 0
SPROTT PHYSICAL PLAT PALLAD UNIT 85207Q104 806 91,800 SH   SOLE   91,800 0 0
SPROTT PHYSICAL SILVER TR TR UNIT 85207K107 494 93,000 SH   SOLE   93,000 0 0
SSR MNG INC COM 784730103 7,890 730,667 SH   SOLE   730,667 0 0
TAHOE RES INC COM 873868103 414 143,321 SH   SOLE   143,321 0 0
TEUCRIUM COMMODITY TR CORN FD SHS 88166A102 208 13,100 SH   SOLE   13,100 0 0
TEUCRIUM COMMODITY TR WHEAT FD 88166A508 228 36,550 SH   SOLE   36,550 0 0
THOR INDS INC COM 885160101 9,207 110,000 SH   SOLE   110,000 0 0
TRILOGY METALS INC NEW COM 89621C105 53 26,700 SH   SOLE   26,700 0 0
URANIUM ENERGY CORP COM 916896103 766 421,432 SH   SOLE   421,432 0 0
VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 3,268 176,443 SH   SOLE   176,443 0 0
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 3,319 32,900 SH   SOLE   32,900 0 0
WESTERN DIGITAL CORP COM 958102105 12,059 206,000 SH   SOLE   206,000 0 0
WESTLAKE CHEM CORP COM 960413102 2,078 25,000 SH   SOLE   25,000 0 0
WHEATON PRECIOUS METALS CORP COM 962879102 16,003 733,167 SH   SOLE   733,167 0 0
WILLIAMS SONOMA INC COM 969904101 3,976 60,500 SH   SOLE   60,500 0 0
YAMANA GOLD INC COM 98462Y100 1,660 581,239 SH   SOLE   581,239 0 0