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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hours per response: 23.8
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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
SIMPLIFY INTEREST RATE HEDGE ETF 82889N855 1,033 25,400 SH   SOLE   25,400 0 0
PROSHARES ULTRASHORT 20Y TR ETF 74347B201 2,382 129,800 SH   SOLE   129,800 0 0
ISHARES TIPS BOND ETF ETF 464287176 4,852 38,000 SH Put SOLE   38,000 0 0
AMPLIFY TRANSFOR DATA SHARIN ETF 032108607 2,799 62,700 SH   SOLE   62,700 0 0
FIRST TRUST NASDAQ CYBERSECU ETF 33734X846 1,764 36,200 SH   SOLE   36,200 0 0
GRAYSCALE ETHEREUM TRUST ETN 389638107 597 21,000 SH   SOLE   21,000 0 0
ISHARES MSCI JAPAN ETF ETF 46434G822 5,156 73,400 SH   SOLE   73,400 0 0
ISHARES NASDAQ BIOTECHNOLOGY ETF 464287556 10,920 67,540 SH   SOLE   67,540 0 0
INVESCO QQQ TRUST SERIES 1 ETF 46090E103 18,005 50,300 SH   SOLE   50,300 0 0
SHAKE SHACK INC - CLASS A COM 819047101 620 7,900 SH   SOLE   7,900 0 0
VANECK SEMICONDUCTOR ETF ETF 92189F676 6,509 25,400 SH   SOLE   25,400 0 0
VANGUARD FTSE EUROPE ETF ETF 922042874 26,795 408,400 SH   SOLE   408,400 0 0
ENERGY SELECT SECTOR SPDR ETF 81369Y506 8,845 169,800 SH   SOLE   169,800 0 0
INDUSTRIAL SELECT SECT SPDR ETF 81369Y704 6,311 64,500 SH   SOLE   64,500 0 0
ISHARES RUSSELL 2000 ETF ETF 464287655 4,375 20,000 SH   SOLE   20,000 0 0
SPDR S&P 500 ETF TRUST ETF 78462F103 4,506 10,500 SH   SOLE   10,500 0 0
MATERIALS SELECT SECTOR SPDR ETF 81369Y100 3,164 40,000 SH   SOLE   40,000 0 0
FINANCIAL SELECT SECTOR SPDR ETF 81369Y605 4,766 127,000 SH   SOLE   127,000 0 0
JPMORGAN ALERIAN MLP INDEX ETN 46625H365 3,939 216,800 SH   SOLE   216,800 0 0
AVALONBAY COMMUNITIES INC COM 053484101 931 4,200 SH   SOLE   4,200 0 0
COREPOINT LODGING INC COM 21872L104 10,284 663,500 SH   SOLE   663,500 0 0
COLUMBIA PROPERTY TRUST INC COM 198287203 1,788 94,000 SH   SOLE   94,000 0 0
INVESCO DB AGRICULTURE FUND ETF 46140H106 1,180 61,700 SH   SOLE   61,700 0 0
EQUITY RESIDENTIAL COM 29476L107 971 12,000 SH   SOLE   12,000 0 0
SPDR S&P GL NAT RESOURCES ETF 78463X541 1,294 25,200 SH   SOLE   25,200 0 0
TRITON INTERNATIONAL LTD COM G9078F107 630 12,100 SH   SOLE   12,100 0 0
VANGUARD REAL ESTATE ETF ETF 922908553 7,715 75,800 SH   SOLE   75,800 0 0