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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
VANGUARD FTSE EUROPE ETF ETF 922042874 24,887 364,700 SH   SOLE   364,700 0 0
INVESCO QQQ TRUST SERIES 1 ETF 46090E103 22,399 56,300 SH   SOLE   56,300 0 0
ISHARES NASDAQ BIOTECHNOLOGY ETF 464287556 14,490 94,940 SH   SOLE   94,940 0 0
ISHARES MSCI JAPAN ETF ETF 46434G822 15,126 225,900 SH   SOLE   225,900 0 0
VANECK SEMICONDUCTOR ETF ETF 92189F676 11,580 37,500 SH   SOLE   37,500 0 0
INDUSTRIAL SELECT SECT SPDR ETF 81369Y704 6,825 64,500 SH   SOLE   64,500 0 0
ISHARES RUSSELL 2000 ETF ETF 464287655 4,449 20,000 SH   SOLE   20,000 0 0
ENERGY SELECT SECTOR SPDR ETF 81369Y506 4,329 78,000 SH   SOLE   78,000 0 0
COMM SERV SELECT SECTOR SPDR ETF 81369Y852 6,983 89,900 SH   SOLE   89,900 0 0
MATERIALS SELECT SECTOR SPDR ETF 81369Y100 2,945 32,500 SH   SOLE   32,500 0 0
AMPLIFY TRANSFOR DATA SHARIN ETF 032108607 4,680 116,500 SH   SOLE   116,500 0 0
BLOOMIN' BRANDS INC COM 094235108 4,267 203,400 SH   SOLE   203,400 0 0
FIRST TRUST NASDAQ CYBERSECU ETF 33734X846 2,618 49,600 SH   SOLE   49,600 0 0
GRAYSCALE ETHEREUM TRUST ETN 389638107 3,187 98,500 SH   SOLE   98,500 0 0
TESLA INC COM 88160R101 835 790 SH   SOLE   790 0 0
DARDEN RESTAURANTS INC COM 237194105 452 3,000 SH   SOLE   3,000 0 0
SHAKE SHACK INC - CLASS A COM 819047101 1,371 19,000 SH   SOLE   19,000 0 0
APPLE INC COM 037833100 431 2,425 SH   SOLE   2,425 0 0
AMAZON.COM INC COM 023135106 210 63 SH   SOLE   63 0 0
MICROSOFT CORP COM 594918104 281 835 SH   SOLE   835 0 0
SPDR S&P 500 ETF TRUST ETF 78462F103 229,168 482,500 SH Call SOLE   482,500 0 0
VANGUARD REAL ESTATE ETF ETF 922908553 8,794 75,800 SH   SOLE   75,800 0 0
JPMORGAN ALERIAN MLP INDEX ETN 46625H365 5,824 327,000 SH   SOLE   327,000 0 0
INVESCO DB AGRICULTURE FUND ETF 46140H106 4,454 225,500 SH   SOLE   225,500 0 0
TRITON INTERNATIONAL LTD COM G9078F107 2,229 37,000 SH   SOLE   37,000 0 0
UNITED STATES OIL FUND LP ETF 91232N207 2,212 40,700 SH   SOLE   40,700 0 0
SPDR S&P GL NAT RESOURCES ETF 78463X541 2,099 38,900 SH   SOLE   38,900 0 0
EQUITY RESIDENTIAL COM 29476L107 1,701 18,800 SH   SOLE   18,800 0 0
AVALONBAY COMMUNITIES INC COM 053484101 1,667 6,600 SH   SOLE   6,600 0 0