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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | VANECK ETF TRUST | $24.0M | 200000 | 25.31% |
| 2 | I-80 GOLD CORP | $13.7M | 9000000 | 14.42% |
| 3 | NEWMONT CORP | $10.8M | 100000 | 11.41% |
| 4 | VANGUARD STAR FDS | $4.8M | 62218 | 5.06% |
| 5 | BLOOM ENERGY CORP | $4.7M | 35000 | 5.00% |
| 6 | VANGUARD INDEX FDS | $4.5M | 7552 | 4.76% |
| 7 | ALPHABET INC | $4.3M | 15000 | 4.54% |
| 8 | KANZHUN LIMITED | $3.3M | 250000 | 3.53% |
| 9 | META PLATFORMS INC | $3.1M | 5355 | 3.23% |
| 10 | IMMUNOCORE HLDGS PLC | $2.4M | 80000 | 2.54% |
| 11 | KASPI KZ JSC | $2.3M | 31473 | 2.46% |
| 12 | FUTU HLDGS LTD | $1.5M | 11000 | 1.59% |
| 13 | VALARIS LTD | $1.4M | 14300 | 1.48% |
| 14 | MERCADOLIBRE INC | $1.3M | 750 | 1.37% |
| 15 | HCA HEALTHCARE INC | $1.1M | 2315 | 1.16% |
| 16 | BOSTON BEER INC | $1.1M | 4600 | 1.12% |
| 17 | NVIDIA CORPORATION | $1.0M | 5782 | 1.06% |
| 18 | NU HLDGS LTD | $1.0M | 70000 | 1.06% |
| 19 | NATURAL RESOURCE PARTNERS LP | $968K | 8000 | 1.02% |
| 20 | EQT CORP | $943K | 14814 | 0.99% |
| 21 | BUILDERS FIRSTSOURCE INC | $795K | 9660 | 0.84% |
| 22 | INTREPID POTASH INC | $790K | 18462 | 0.83% |
| 23 | SERVICENOW INC | $721K | 6900 | 0.76% |
| 24 | BLACKROCK INC | $708K | 736 | 0.75% |
| 25 | ATRENEW INC | $667K | 142300 | 0.70% |
| 26 | TRANSOCEAN LTD | $623K | 94000 | 0.66% |
| 27 | AMAZON COM INC | $425K | 2040 | 0.45% |
| 28 | ROBLOX CORP | $387K | 6850 | 0.41% |
| 29 | TAIWAN SEMICONDUCTOR MANUFAC | $338K | 1000 | 0.36% |
| 30 | HESAI GROUP | $331K | 17300 | 0.35% |
| 31 | KRANESHARES TRUST | $313K | 11000 | 0.33% |
| 32 | NOAH HLDGS LTD | $244K | 24600 | 0.26% |
| 33 | BAUSCH HEALTH COS INC | $203K | 37506 | 0.21% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.