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
ALPHABET INC CAP STK CL A CAP STK CL A 02079K305   5,805,796 41,562 SH   SOLE   0 0 41,562
AMAZON COM INC COM COM 023135106   6,043,110 39,773 SH   SOLE   0 0 39,773
BOOKING HOLDINGS INC COM COM 09857L108   6,416,921 1,809 SH   SOLE   0 0 1,809
FIDELITY NATIONAL FINANCIAL FNF GROUP COM FINANCIAL 31620R303   6,510,509 127,607 SH   SOLE   0 0 127,607
INTERCONTINENTAL EXCHANGE IN COM COM 45866F104   6,509,346 50,684 SH   SOLE   0 0 50,684
ISHARES TR MSCI CHINA ETF FINANCIAL ETF 46429B671   11,285,306 277,008 SH   SOLE   0 0 277,008
SELECT SECTOR SPDR TR ENERGY ENERGY 81369Y506   13,136,973 156,691 SH   SOLE   0 0 156,691
SELECT SECTOR SPDR TR FINANCIAL FINANCIAL 81369Y605   13,646,882 362,949 SH   SOLE   0 0 362,949
SELECT SECTOR SPDR TR SBI HEALTHCARE HEALTH 81369Y209   39,083,917 286,581 SH   SOLE   0 0 286,581
SELECT SECTOR SPDR TR TECHNOLOGY TECHNOLOGY 81369Y803   31,273,188 162,475 SH   SOLE   0 0 162,475
VANGUARD WORLD FDS FINANCIALS ETF FINANCIAL ETF 92204A405   19,692,989 213,451 SH   SOLE   0 0 213,451
VISA INC COM CL A CL A 92826C839   5,956,808 22,880 SH   SOLE   0 0 22,880
BP PLC SPONSORED ADR 055622104   164,504 4,647 SH   SOLE   0 0 4,647
CHEVRON CORP NEW COM 166764100   163,778 1,098 SH   SOLE   0 0 1,098
PIONEER NAT RES CO COM 723787107   228,478 1,016 SH   SOLE   0 0 1,016
SCHLUMBERGER LTD COM STK 806857108   217,735 4,184 SH   SOLE   0 0 4,184
VALERO ENERGY CORP COM 91913Y100   165,750 1,275 SH   SOLE   0 0 1,275
BARK INC COM 68622E104   3,452,393 704,570 SH   SOLE   0 0 704,570
VANGUARD SCOTTSDALE FDS LONG TERM TREAS 92206C847   8,242,682 133,962 SH   SOLE   0 0 133,962
VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706   1,258,118 21,209 SH   SOLE   0 0 21,209
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742   28,101,756 272,151 SH   SOLE   0 0 272,151
VANGUARD STAR FDS VG TL INTL STK F 921909768   2,902,521 50,078 SH   SOLE   0 0 50,078
PHILLIPS 66 COM 718546104   15,178 114 SH   SOLE   0 0 114
KLA CORP COM NEW 482480100   2,907 5 SH   SOLE   0 0 5
THE ONCOLOGY INSTITUTE INC COM 68236X100   863,746 423,405 SH   DFND   0 0 423,405