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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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   1,351,618 13,348 SH   SOLE   13,348 0 0
AGNICO EAGLE MINES LTD COM 008474108   4,613,243 90,508 SH   SOLE   90,508 0 0
ALPHA METALLURGICAL RESOUR I COM 020764106   312,000 2,000 SH   SOLE   2,000 0 0
APPLE INC COM 037833100   2,600,967 15,773 SH   SOLE   15,773 0 0
ARC DOCUMENT SOLUTIONS INC COM 00191G103   97,074 30,623 SH   SOLE   30,623 0 0
ARCH RESOURCES INC CL A 03940R107   302,358 2,300 SH   SOLE   2,300 0 0
BANK AMERICA CORP COM 060505104   2,040,152 71,334 SH   SOLE   71,334 0 0
BARRICK GOLD CORP COM 067901108   22,389,199 1,205,665 SH   SOLE   1,205,665 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   2,311,143 7,485 SH   SOLE   7,485 0 0
BHP GROUP LTD SPONSORED ADS 088606108   380,713 6,004 SH   SOLE   6,004 0 0
BOEING CO COM 097023105   273,822 1,289 SH   SOLE   1,289 0 0
BUNGE LIMITED COM G16962105   9,094,363 95,209 SH   SOLE   95,209 0 0
CADRE HLDGS INC COM 12763L105   835,924 38,808 SH   SOLE   38,808 0 0
CAMECO CORP COM 13321L108   13,186,932 503,895 SH   SOLE   503,895 0 0
CANADIAN NAT RES LTD COM 136385101   361,490 6,531 SH   SOLE   6,531 0 0
CATERPILLAR INC COM 149123101   1,020,168 4,458 SH   SOLE   4,458 0 0
CENTRUS ENERGY CORP CL A 15643U104   3,251,137 100,967 SH   SOLE   100,967 0 0
DENISON MINES CORP COM 248356107   852,991 782,561 SH   SOLE   782,561 0 0
EAST WEST BANCORP INC COM 27579R104   2,652,622 47,795 SH   SOLE   47,795 0 0
ECOPETROL S A SPONSORED ADS 279158109   332,640 31,500 SH   SOLE   31,500 0 0
ENERGY FUELS INC COM NEW 292671708   3,936,466 705,460 SH   SOLE   705,460 0 0
ENOVIX CORPORATION COM 293594107   7,024,220 471,108 SH   SOLE   471,108 0 0
ENPHASE ENERGY INC COM 29355A107   215,116 1,023 SH   SOLE   1,023 0 0
FORD MTR CO DEL COM 345370860   285,516 22,660 SH   SOLE   22,660 0 0
FREEPORT-MCMORAN INC CL B 35671D857   2,111,774 51,620 SH   SOLE   51,620 0 0
FULGENT GENETICS INC COM 359664109   2,522,919 80,811 SH   SOLE   80,811 0 0
GENIE ENERGY LTD CL B 372284208   5,260,278 380,628 SH   SOLE   380,628 0 0
ICAHN ENTERPRISES LP DEPOSITARY UNIT 451100101   1,512,724 29,254 SH   SOLE   29,254 0 0
IRONWOOD PHARMACEUTICALS INC COM CL A 46333X108   791,303 75,219 SH   SOLE   75,219 0 0
IVANHOE ELECTRIC INC COM 46578C108   319,545 26,300 SH   SOLE   26,300 0 0
KENNEDY-WILSON HOLDINGS INC COM 489398107   7,299,699 440,006 SH   SOLE   440,006 0 0
LIMONEIRA CO COM 532746104   15,994,949 960,081 SH   SOLE   960,081 0 0
LITHIUM AMERS CORP NEW COM NEW 53680Q207   356,864 16,400 SH   SOLE   16,400 0 0
LOCKHEED MARTIN CORP COM 539830109   14,604,993 30,895 SH   SOLE   30,895 0 0
LOWES COS INC COM 548661107   266,759 1,334 SH   SOLE   1,334 0 0
NEW GOLD INC CDA COM 644535106   14,422 13,111 SH   SOLE   13,111 0 0
NEXGEN ENERGY LTD COM 65340P106   14,190,084 3,704,983 SH   SOLE   3,704,983 0 0
NOVAGOLD RES INC COM NEW 66987E206   4,928,012 792,285 SH   SOLE   792,285 0 0
PEABODY ENERGY CORP COM 704551100   337,920 13,200 SH   SOLE   13,200 0 0
PETROLEO BRASILEIRO SA PETRO SP ADR NON VTG 71654V101   330,368 35,600 SH   SOLE   35,600 0 0
RAFAEL HLDGS INC COM CL B 75062E106   78,589 50,703 SH   SOLE   50,703 0 0
RIO TINTO PLC SPONSORED ADR 767204100   366,941 5,349 SH   SOLE   5,349 0 0
SEABRIDGE GOLD INC COM 811916105   423,102 32,672 SH   SOLE   32,672 0 0
SIGMA LITHIUM CORPORATION COM 826599102   368,676 9,800 SH   SOLE   9,800 0 0
SMARTRENT INC COM CL A 83193G107   9,264,417 3,633,105 SH   SOLE   3,633,105 0 0
ST JOE CO COM 790148100   2,837,677 68,197 SH   SOLE   68,197 0 0
SUNCOR ENERGY INC NEW COM 867224107   316,710 10,200 SH   SOLE   10,200 0 0
TECK RESOURCES LTD CL B 878742204   369,745 10,130 SH   SOLE   10,130 0 0
TMC THE METALS COMPANY INC COM 87261Y106   240,874 290,595 SH   SOLE   290,595 0 0
TRIUMPH GROUP INC NEW COM 896818101   355,998 30,716 SH   SOLE   30,716 0 0
U HAUL HOLDING COMPANY COM 023586100   7,899,688 132,434 SH   SOLE   132,434 0 0
VALE S A SPONSORED ADS 91912E105   354,765 22,482 SH   SOLE   22,482 0 0
VIRTU FINL INC CL A 928254101   11,457,331 606,208 SH   SOLE   606,208 0 0
WASTE MGMT INC DEL COM 94106L109   318,507 1,952 SH   SOLE   1,952 0 0
WELLS FARGO CO NEW COM 949746101   300,423 8,037 SH   SOLE   8,037 0 0
WARRIOR MET COAL INC COM 93627C101   326,719 8,900 SH   SOLE   8,900 0 0