#	Issuer	Ticker	Shares	Value	% of Portfolio
1	UBS GROUP AG	UBS	1,070,000	$49.6M	29.62%
2	ALPHA METALLURGICAL RESOUR I	020764106	205,119	$41.0M	24.51%
3	VANECK ETF TRUST	92189F106	200,000	$17.2M	10.25%
4	INTERACTIVE BROKERS GROUP IN	45841N107	187,226	$12.0M	7.20%
5	AMAZON COM INC	AMZN	50,000	$11.5M	6.90%
6	CRESUD S A C I F Y A	CRESY	767,177	$9.7M	5.79%
7	BARRICK MNG CORP	06849F108	210,000	$9.1M	5.47%
8	NEWMONT CORP	NEMCL	82,055	$8.2M	4.90%
9	BIONTECH SE	BNTX	29,586	$2.8M	1.68%
10	YPF SOCIEDAD ANONIMA	YPF	60,000	$2.2M	1.30%
11	LOMA NEGRA C I A S A MTN 14	54150E104	99,736	$1.3M	0.77%
12	TRANSPORTADORA DE GAS SUR	893870204	25,000	$777,250	0.46%
13	BANCO BBVA ARGENTINA S A	BBAR	40,000	$722,800	0.43%
14	IRSA INVERSIONES Y REP S A	450047303	39,107	$646,830	0.39%
15	GRUPO FINANCIERO GALICIA S.A	GGAL	10,000	$539,400	0.32%