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COM 64110L106 506195 7275 SH SOLE 7275 0 0 NEWMONT CORP COM 651639106 576123 4995 SH SOLE 4995 0 0 NEXTERA ENERGY INC COM 65339F101 298037 3935 SH SOLE 3935 0 0 NOBLE CORP PLC ORD SHS A G65431127 1252200 30000 SH SOLE 30000 0 0 NOVARTIS AG SPONSORED ADR 66987V109 296546 2080 SH SOLE 2080 0 0 NOVO-NORDISK A S ADR 670100205 732800 19330 SH SOLE 19330 0 0 NVE CORP COM NEW 629445206 5238707 47590 SH SOLE 47590 0 0 NVIDIA CORPORATION COM 67066G104 14769484 64600 SH SOLE 64600 0 0 OLIN CORP COM PAR $1 680665205 195300 12600 SH SOLE 12600 0 0 ONEOK INC NEW COM 30609A109 383715 4500 SH SOLE 4500 0 0 ORACLE CORP COM 68389X105 2183070 15900 SH SOLE 15900 0 0 PALANTIR TECHNOLOGIES INC CL A 69608A108 374100 2000 SH SOLE 2000 0 0 PALO ALTO NETWORKS INC COM 697435105 1153788 2904 SH SOLE 2904 0 0 PHILLIPS 66 COM 718546104 727634 2850 SH SOLE 2850 0 0 PNC FINL SVCS GROUP INC COM 693475105 466746 2100 SH SOLE 2100 0 0 PROCTER & GAMBLE CO COM 742718109 292158 2011 SH SOLE 2011 0 0 PUBLIC SVC ENTERPRISE GROUP COM 744573106 531986 7900 SH SOLE 7900 0 0 QUALCOMM INC COM 747525103 837382 4550 SH SOLE 4550 0 0 QUANTA SVCS INC COM 74762E102 514008 800 SH SOLE 800 0 0 REAVES UTIL INCOME FD COM SH BEN INT 756158101 1030500 30000 SH SOLE 30000 0 0 ROCKWELL AUTOMATION INC COM 773903109 246397 566 SH SOLE 566 0 0 SIMON PPTY GROUP INC NEW COM 828806109 803040 4000 SH SOLE 4000 0 0 SIXTH STREET SPECIALTY LENDI COM 83012A109 450500 25000 SH SOLE 25000 0 0 SPDR GOLD TR GOLD SHS 78463V107 894974 2350 SH SOLE 2350 0 0 STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 3443274 4515 SH SOLE 4515 0 0 TECK RESOURCES LTD CL B 878742204 854546 12989 SH SOLE 12989 0 0 TESLA INC COM 88160R101 409806 1155 SH SOLE 1155 0 0 TIDEWATER INC NEW COM 88642R109 795591 9810 SH SOLE 9810 0 0 TRANSOCEAN LTD REGISTERED SHS H8817H100 853072 162800 SH SOLE 162800 0 0 TRIPLE FLAG PRECIOUS METAL COM 89679M104 2779062 90200 SH SOLE 90200 0 0 VALARIS LTD CL A G9460G101 1648920 21000 SH SOLE 21000 0 0 VANGUARD INDEX FDS MRNGSTR VAL ETF 922908744 572612 2650 SH SOLE 2650 0 0 VERTIV HOLDINGS CO COM CL A 92537N108 4413077 18288 SH SOLE 18288 0 0 VISA INC COM CL A 92826C839 359330 1000 SH SOLE 1000 0 0 VITESSE ENERGY INC COMMON STOCK 92852X103 1428334 85529 SH SOLE 85529 0 0 WALMART INC COM 931142103 519600 5000 SH SOLE 5000 0 0 WASTE MGMT INC DEL COM 94106L109 530192 2600 SH SOLE 2600 0 0 WILLIAMS COS INC COM 969457100 863219 12700 SH SOLE 12700 0 0