The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
BLOOMIN' BRANDS INC COM 094235108   5,717 232,500 SH   SOLE   232,500 0 0
FIRST TRUST NASDAQ CYBERSECU ETF 33734X846   295 6,500 SH   SOLE   6,500 0 0
GRAYSCALE ETHEREUM TRUST ETN 389638107   4,269 386,000 SH   SOLE   386,000 0 0
ISHARES MSCI JAPAN ETF ETF 46434G822   19,251 319,300 SH   SOLE   319,300 0 0
ISHARES NASDAQ BIOTECHNOLOGY ETF 464287556   5,002 40,900 SH   SOLE   40,900 0 0
VANECK OIL SERVICES ETF COM 92189H607   1,311 3,800 SH   SOLE   3,800 0 0
SHAKE SHACK INC - CLASS A COM 819047101   2,276 39,200 SH   SOLE   39,200 0 0
VANECK SEMICONDUCTOR ETF ETF 92189F676   3,697 25,500 SH Put SOLE   25,500 0 0
VANGUARD FTSE EUROPE ETF ETF 922042874   15,618 269,600 SH   SOLE   269,600 0 0
ENERGY SELECT SECTOR SPDR ETF 81369Y506   3,353 37,100 SH   SOLE   37,100 0 0
SPDR S&P OIL & GAS EXP & PR COM 78468R556   1,287 8,700 SH   SOLE   8,700 0 0
AVALONBAY COMMUNITIES INC COM 053484101   2,954 17,200 SH   SOLE   17,200 0 0
EQUITY RESIDENTIAL COM 29476L107   2,856 48,650 SH   SOLE   48,650 0 0
FOUR CORNERS PROPERTY TRUST COM 35086T109   5,874 264,700 SH   SOLE   264,700 0 0
SPDR GOLD SHARES ETF 78463V107   4,891 28,530 SH   SOLE   28,530 0 0
NEXGEN ENERGY LTD COM 65340P106   1,472 246,500 SH   SOLE   246,500 0 0
SPROTT PHYSICAL URANIUM TRUS COM 85210A104   5,974 350,200 SH   SOLE   350,200 0 0
ISHARES IBOXX INVESTMENT GRA ETF 464287242   37,834 370,850 SH   SOLE   370,850 0 0
MATERIALS SELECT SECTOR SPDR ETF 81369Y100   1,862 23,700 SH   SOLE   23,700 0 0
ISHARES NATIONAL MUNI BOND E COM 464288414   195 1,900 SH   SOLE   1,900 0 0
ISHARES SHORT-TERM NATIONAL COM 464288158   144 1,400 SH   SOLE   1,400 0 0
INVESCO S&P 500 EQUAL WEIGHT COM 46137V357   5,951 42,000 SH   SOLE   42,000 0 0
AMPLIFY TRANSFOR DATA SHARIN ETF 032108607   1,335 67,000 SH   SOLE   67,000 0 0
VANECK HIGH YIELD MUNI ETF COM 92189H409   147 3,000 SH   SOLE   3,000 0 0
ALERIAN MLP ETF COM 00162Q452   127 3,000 SH   SOLE   3,000 0 0
GXO LOGISTICS INC COM 36262G101   1,349 23,000 SH   SOLE   23,000 0 0
VALMONT INDUSTRIES COM 920253101   432 1,800 SH   SOLE   1,800 0 0
VANGUARD REAL ESTATE ETF ETF 922908553   5,069 67,000 SH   SOLE   67,000 0 0