Name,Ticker,Title of class,Class,Change,CUSIP,Value,Shares or principal amount,Weighting BARRICK GOLD CORP,GOLD,,New,067901108,2147500.0,125000.0,2.514 NEXGEN ENERGY LTD,NXE,,New,65340P106,1107500.0,250000.0,1.296 COMSTOCK RES INC,CRK,,New,205768302,959700.0,70000.0,1.123 VANECK ETF TRUST,GDXJ,junior gold mine,New,92189F791,891250.0,25000.0,1.043 ATLANTIC UN BANKSHARES CORP,AUB,,New,04911A107,878500.0,25000.0,1.028 ETF MANAGERS TR,SILJ,prime junir slvr,New,26924G102,791250.0,75000.0,0.926 BLACKSTONE INC,BX,,New,09260D107,741900.0,10000.0,0.868 PROFRAC HLDG CORP,,,New,74319N100,630000.0,25000.0,0.737 OFG BANCORP,OFG,,New,67103X102,551200.0,20000.0,0.645 LIBERTY MEDIA CORP DEL,BATRK,,New,531229888,483450.0,15000.0,0.566 ALTO INGREDIENTS INC,ALTO,,New,021513106,432000.0,150000.0,0.506 POTBELLY CORP,PBPB,,New,73754Y100,333700.0,59910.0,0.391 VIZSLA SILVER CORP,,,New,92859G202,230000.0,200000.0,0.269