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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
GRAYSCALE ETHEREUM TRUST ETN 389638107   9,432 360,700 SH   SOLE   360,700 0 0
INVESCO QQQ TRUST SERIES 1 ETF 46090E103   22,223 50,050 SH   SOLE   50,050 0 0
ISHARES MSCI JAPAN ETF ETF 46434G822   22,803 319,600 SH   SOLE   319,600 0 0
VANGUARD FTSE EUROPE ETF ETF 922042874   17,993 267,200 SH   SOLE   267,200 0 0
VANECK SEMICONDUCTOR ETF ETF 92189F676   13,949 62,000 SH   SOLE   62,000 0 0
BLOOMIN' BRANDS INC COM 094235108   7,104 247,700 SH   SOLE   247,700 0 0
HEALTH CARE SELECT SECTOR ETF 81369Y209   9,602 65,000 SH   SOLE   65,000 0 0
ISHARES NASDAQ BIOTECHNOLOGY ETF 464287556   5,544 40,400 SH   SOLE   40,400 0 0
SPDR S&P OIL & GAS EXP & PR COM 78468R556   1,317 8,500 SH   SOLE   8,500 0 0
ENERGY SELECT SECTOR SPDR ETF 81369Y506   3,606 38,200 SH   SOLE   38,200 0 0
VANECK OIL SERVICES ETF COM 92189H607   1,244 3,700 SH   SOLE   3,700 0 0
SHAKE SHACK INC - CLASS A COM 819047101   2,752 26,450 SH   SOLE   26,450 0 0
MICROSOFT CORP COM 594918104   252 600 SH   SOLE   600 0 0
SHOPIFY INC - CLASS A COM 82509L107   202 2,620 SH   SOLE   2,620 0 0
FIRST TRUST NASDAQ CYBERSECU ETF 33734X846   462 8,200 SH   SOLE   8,200 0 0
SPROTT PHYSICAL URANIUM TR COM 85210A104   15,191 736,500 SH   SOLE   736,500 0 0
FOUR CORNERS PROPERTY TRUST COM 35086T109   10,336 422,400 SH   SOLE   422,400 0 0
SPDR GOLD SHARES ETF 78463V107   6,137 29,830 SH   SOLE   29,830 0 0
NEXGEN ENERGY LTD COM 65340P106   2,879 370,500 SH   SOLE   370,500 0 0
AVALONBAY COMMUNITIES INC COM 053484101   3,284 17,700 SH   SOLE   17,700 0 0
EQUITY RESIDENTIAL COM 29476L107   3,159 50,050 SH   SOLE   50,050 0 0
MATERIALS SELECT SECTOR SPDR ETF 81369Y100   2,201 23,700 SH   SOLE   23,700 0 0
ISHARES NATIONAL MUNI BOND E COM 464288414   204 1,900 SH   SOLE   1,900 0 0
ISHARES SHORT-TERM NATIONAL COM 464288158   147 1,400 SH   SOLE   1,400 0 0
AMPLIFY TRANSFOR DATA SHARIN ETF 032108607   2,441 67,000 SH   SOLE   67,000 0 0
VANECK HIGH YIELD MUNI ETF COM 92189H409   157 3,000 SH   SOLE   3,000 0 0
ALERIAN MLP ETF COM 00162Q452   142 3,000 SH   SOLE   3,000 0 0
VANGUARD REAL ESTATE ETF ETF 922908553   5,794 67,000 SH   SOLE   67,000 0 0