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
ABBOTT LABS COM 002824100   1,392,137 12,680 SH   SOLE   12,680 0 0
AEROJET ROCKETDYNE HLDGS INC COM 007800105   986,717 17,642 SH   SOLE   17,642 0 0
AGNICO EAGLE MINES LTD COM 008474108   10,599,357 203,872 SH   SOLE   203,872 0 0
AMAZON COM INC COM 023135106   213,612 2,543 SH   SOLE   2,543 0 0
APPLE INC COM 037833100   2,049,385 15,773 SH   SOLE   15,773 0 0
ARC DOCUMENT SOLUTIONS INC COM 00191G103   89,725 30,623 SH   SOLE   30,623 0 0
ATLAS CORP SHARES Y0436Q109   2,094,630 136,547 SH   SOLE   136,547 0 0
BANK AMERICA CORP COM 060505104   2,362,582 71,334 SH   SOLE   71,334 0 0
BARRICK GOLD CORP COM 067901108   15,405,941 896,737 SH   SOLE   896,737 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   2,231,184 7,223 SH   SOLE   7,223 0 0
BOEING CO COM 097023105   255,066 1,339 SH   SOLE   1,339 0 0
BUNGE LIMITED COM G16962105   9,415,693 94,374 SH   SOLE   94,374 0 0
CAMECO CORP COM 13321L108   11,379,659 501,970 SH   SOLE   501,970 0 0
CATERPILLAR INC COM 149123101   1,067,958 4,458 SH   SOLE   4,458 0 0
CENTRUS ENERGY CORP CL A 15643U104   3,314,778 102,056 SH   SOLE   102,056 0 0
DENISON MINES CORP COM 248356107   873,872 759,889 SH   SOLE   759,889 0 0
EAST WEST BANCORP INC COM 27579R104   3,149,690 47,795 SH   SOLE   47,795 0 0
ENERGY FUELS INC COM NEW 292671708   4,350,881 700,625 SH   SOLE   700,625 0 0
ENOVIX CORPORATION COM 293594107   3,287,095 264,236 SH   SOLE   264,236 0 0
ENPHASE ENERGY INC COM 29355A107   271,054 1,023 SH   SOLE   1,023 0 0
FORD MTR CO DEL COM 345370860   263,535 22,660 SH   SOLE   22,660 0 0
FREEPORT-MCMORAN INC CL B 35671D857   1,881,874 49,523 SH   SOLE   49,523 0 0
FULGENT GENETICS INC COM 359664109   2,723,946 91,469 SH   SOLE   91,469 0 0
GENIE ENERGY LTD CL B 372284208   3,935,693 380,628 SH   SOLE   380,628 0 0
ICAHN ENTERPRISES LP DEPOSITARY UNIT 451100101   1,481,715 29,254 SH   SOLE   29,254 0 0
IRONWOOD PHARMACEUTICALS INC COM CL A 46333X108   906,427 73,158 SH   SOLE   73,158 0 0
KENNEDY-WILSON HOLDINGS INC COM 489398107   7,614,704 484,088 SH   SOLE   484,088 0 0
LIMONEIRA CO COM 532746104   11,627,485 952,292 SH   SOLE   952,292 0 0
LOCKHEED MARTIN CORP COM 539830109   14,895,837 30,619 SH   SOLE   30,619 0 0
LOWES COS INC COM 548661107   265,786 1,334 SH   SOLE   1,334 0 0
NEW GOLD INC CDA COM 644535106   12,848 13,111 SH   SOLE   13,111 0 0
NEXGEN ENERGY LTD COM 65340P106   16,171,670 3,650,490 SH   SOLE   3,650,490 0 0
NOVAGOLD RES INC COM NEW 66987E206   4,699,789 785,918 SH   SOLE   785,918 0 0
RAFAEL HLDGS INC COM CL B 75062E106   116,016 62,041 SH   SOLE   62,041 0 0
SEABRIDGE GOLD INC COM 811916105   395,188 31,414 SH   SOLE   31,414 0 0
SMARTRENT INC COM CL A 83193G107   6,870,968 2,827,559 SH   SOLE   2,827,559 0 0
ST JOE CO COM 790148100   2,530,029 65,460 SH   SOLE   65,460 0 0
TRIUMPH GROUP INC NEW COM 896818101   307,741 29,253 SH   SOLE   29,253 0 0
VIRTU FINL INC CL A 928254101   6,998,344 342,888 SH   SOLE   342,888 0 0
WASTE MGMT INC DEL COM 94106L109   306,229 1,952 SH   SOLE   1,952 0 0
WELLS FARGO CO NEW COM 949746101   331,847 8,037 SH   SOLE   8,037 0 0
ZEDGE INC CL B 98923T104   758,533 430,985 SH   SOLE   430,985 0 0