The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| EURONAV NV | SHS | B38564108 | 7,363 | 617,162 | SH | SOLE | N/A | 617,162 | 0 | 0 | |
| DIAMONDBACK ENERGY INC | COM | 25278X109 | 14,659 | 121,000 | SH | SOLE | N/A | 121,000 | 0 | 0 | |
| META PLATFORMS INC | CL A | 30303M102 | 16,841 | 104,439 | SH | SOLE | N/A | 104,439 | 0 | 0 | |
| FERGUSON PLC NEW | SHS | G3421J106 | 20,811 | 187,976 | SH | SOLE | N/A | 187,976 | 0 | 0 | |
| FRANCO NEV CORP | COM | 351858105 | 10,756 | 81,742 | SH | SOLE | N/A | 81,742 | 0 | 0 | |
| PIVOTAL HOLDINGS CORP | *W EXP 01/19/202 | G7315C119 | 1,383 | 3,074,358 | SH | SOLE | N/A | 3,074,358 | 0 | 0 | |
| ALPHABET INC | CAP STK CL C | 02079K107 | 21,953 | 10,036 | SH | SOLE | N/A | 10,036 | 0 | 0 | |
| ROYAL GOLD INC | COM | 780287108 | 16,658 | 156,001 | SH | SOLE | N/A | 156,001 | 0 | 0 | |
| SEABRIDGE GOLD INC | COM | 811916105 | 4,018 | 323,231 | SH | SOLE | N/A | 323,231 | 0 | 0 | |
| APPLE INC | COM | 037833100 | 68,360 | 500,000 | SH | Put | SOLE | N/A | 500,000 | 0 | 0 |