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
Estimated average burden
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
3M CO COM 88579Y101   475,542 4,350 SH   SOLE   0 0 4,350
ABRDN GOLD ETF TRUST PHYSCL GOLD SHS 00326A104   197,400 10,000 SH   SOLE   0 0 10,000
ADVISORSHARES TR PURE US CANNABIS 00768Y453   210,300 30,000 SH   SOLE   0 0 30,000
ALASKA AIR GROUP INC COM 011659109   478,608 12,250 SH   SOLE   0 0 12,250
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   298,414 3,850 SH   SOLE   0 0 3,850
ALPHABET INC CAP STK CL C 02079K107   253,674 1,800 SH   SOLE   0 0 1,800
AMNEAL PHARMACEUTICALS INC COM STK CL A 03168L105   513,522 84,600 SH   SOLE   0 0 84,600
ARAMARK COM 03852U106   266,950 9,500 SH   SOLE   0 0 9,500
ARCOS DORADOS HOLDINGS INC SHS CLASS -A - G0457F107   3,540,510 279,000 SH   SOLE   0 0 279,000
AT&T INC COM 00206R102   327,210 19,500 SH   SOLE   0 0 19,500
AXONICS INC COM 05465P101   535,178 8,600 SH   SOLE   0 0 8,600
BAIDU INC SPON ADR REP A 056752108   348,340 2,925 SH   SOLE   0 0 2,925
BANK AMERICA CORP COM 060505104   851,851 25,300 SH   SOLE   0 0 25,300
BARRICK GOLD CORP COM 067901108   754,353 41,700 SH   SOLE   0 0 41,700
BOEING CO COM 097023105   1,768,578 6,785 SH   SOLE   0 0 6,785
BP PLC SPONSORED ADR 055622104   3,040,833 85,899 SH   SOLE   0 0 85,899
BRISTOL-MYERS SQUIBB CO COM 110122108   1,139,082 22,200 SH   SOLE   0 0 22,200
BROOKDALE SR LIVING INC COM 112463104   1,059,240 182,000 SH   SOLE   0 0 182,000
C3 AI INC CL A 12468P104   467,973 16,300 SH   SOLE   0 0 16,300
CAMECO CORP COM 13321L108   215,500 5,000 SH   SOLE   0 0 5,000
CARNIVAL CORP UNIT 99/99/9999 143658300   315,180 17,000 SH   SOLE   0 0 17,000
CHEVRON CORP NEW COM 166764100   2,019,925 13,542 SH   SOLE   0 0 13,542
CINEMARK HLDGS INC COM 17243V102   1,155,380 82,000 SH   SOLE   0 0 82,000
CNH INDL N V SHS N20944109   511,560 42,000 SH   SOLE   0 0 42,000
COCA COLA CO COM 191216100   447,868 7,600 SH   SOLE   0 0 7,600
CONOCOPHILLIPS COM 20825C104   278,568 2,400 SH   SOLE   0 0 2,400
CORTEVA INC COM 22052L104   472,731 9,865 SH   SOLE   0 0 9,865
CRISPR THERAPEUTICS AG NAMEN AKT H17182108   1,338,075 21,375 SH   SOLE   0 0 21,375
DELTA AIR LINES INC DEL COM NEW 247361702   229,311 5,700 SH   SOLE   0 0 5,700
DEVON ENERGY CORP NEW COM 25179M103   271,800 6,000 SH   SOLE   0 0 6,000
DISNEY WALT CO COM 254687106   744,893 8,250 SH   SOLE   0 0 8,250
DOW INC COM 260557103   844,536 15,400 SH   SOLE   0 0 15,400
DUPONT DE NEMOURS INC COM 26614N102   1,652,302 21,478 SH   SOLE   0 0 21,478
DUTCH BROS INC CL A 26701L100   294,531 9,300 SH   SOLE   0 0 9,300
EBAY INC. COM 278642103   392,580 9,000 SH   SOLE   0 0 9,000
EL POLLO LOCO HLDGS INC COM 268603107   132,300 15,000 SH   SOLE   0 0 15,000
ELANCO ANIMAL HEALTH INC COM 28414H103   1,124,950 75,500 SH   SOLE   0 0 75,500
FEDEX CORP COM 31428X106   1,916,248 7,575 SH   SOLE   0 0 7,575
FMC CORP COM NEW 302491303   706,160 11,200 SH   SOLE   0 0 11,200
FORD MTR CO DEL COM 345370860   916,688 75,200 SH   SOLE   0 0 75,200
FRANCO NEV CORP COM 351858105   221,620 2,000 SH   SOLE   0 0 2,000
GAMING & LEISURE PPTYS INC COM 36467J108   4,725,756 95,760 SH   SOLE   0 0 95,760
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107   1,255,058 16,232 SH   SOLE   0 0 16,232
GENERAL ELECTRIC CO COM NEW 369604301   6,250,681 48,975 SH   SOLE   0 0 48,975
GENERAL MTRS CO COM 37045V100   222,704 6,200 SH   SOLE   0 0 6,200
GLACIER BANCORP INC NEW COM 37637Q105   12,574,626 304,323 SH   SOLE   0 0 304,323
GOODYEAR TIRE & RUBR CO COM 382550101   711,704 49,700 SH   SOLE   0 0 49,700
HONDA MOTOR LTD ADR ECH CNV IN 3 438128308   466,741 15,100 SH   SOLE   0 0 15,100
HOWMET AEROSPACE INC COM 443201108   1,593,834 29,450 SH   SOLE   0 0 29,450
INTEL CORP COM 458140100   2,562,750 51,000 SH   SOLE   0 0 51,000
INTERNATIONAL BUSINESS MACHS COM 459200101   1,815,405 11,100 SH   SOLE   0 0 11,100
INTERNATIONAL FLAVORS&FRAGRA COM 459506101   550,597 6,800 SH   SOLE   0 0 6,800
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357   552,300 3,500 SH   SOLE   0 0 3,500
ISHARES SILVER TR ISHARES 46428Q109   272,250 12,500 SH   SOLE   0 0 12,500
ISHARES TR MSCI EURO FL ETF 464289180   733,600 35,000 SH   SOLE   0 0 35,000
ISHARES TR EUROPE ETF 464287861   343,590 6,500 SH   SOLE   0 0 6,500
JPMORGAN CHASE & CO COM 46625H100   867,510 5,100 SH   SOLE   0 0 5,100
KINDER MORGAN INC DEL COM 49456B101   220,500 12,500 SH   SOLE   0 0 12,500
KRAFT HEINZ CO COM 500754106   978,121 26,450 SH   SOLE   0 0 26,450
KRANESHARES TR CSI CHI INTERNET 500767306   356,400 13,200 SH   SOLE   0 0 13,200
LINDBLAD EXPEDITIONS HLDGS I COM 535219109   1,496,656 132,800 SH   SOLE   0 0 132,800
LITHIUM AMERS CORP NEW COM SHS 53681J103   112,000 17,500 SH   SOLE   0 0 17,500
LOEWS CORP COM 540424108   1,461,390 21,000 SH   SOLE   0 0 21,000
LYFT INC CL A COM 55087P104   1,792,055 119,550 SH   SOLE   0 0 119,550
MAG SILVER CORP COM 55903Q104   655,830 63,000 SH   SOLE   0 0 63,000
MCDONALDS CORP COM 580135101   385,463 1,300 SH   SOLE   0 0 1,300
MEDTRONIC PLC SHS G5960L103   354,234 4,300 SH   SOLE   0 0 4,300
MERCK & CO INC COM 58933Y105   1,967,811 18,050 SH   SOLE   0 0 18,050
MGM RESORTS INTERNATIONAL COM 552953101   848,920 19,000 SH   SOLE   0 0 19,000
NEW GOLD INC CDA COM 644535106   609,404 417,400 SH   SOLE   0 0 417,400
NEW YORK CMNTY BANCORP INC COM 649445103   204,600 20,000 SH   SOLE   0 0 20,000
NEWMONT CORP COM 651639106   631,198 15,250 SH   SOLE   0 0 15,250
NUTANIX INC CL A 67059N108   1,940,983 40,700 SH   SOLE   0 0 40,700
ON HLDG AG NAMEN AKT A H5919C104   229,245 8,500 SH   SOLE   0 0 8,500
ORGANON & CO COMMON STOCK 68622V106   403,039 27,950 SH   SOLE   0 0 27,950
PARAMOUNT GLOBAL CLASS B COM 92556H206   504,339 34,100 SH   SOLE   0 0 34,100
PENN ENTERTAINMENT INC COM 707569109   5,202,699 199,950 SH   SOLE   0 0 199,950
PROSHARES TR SHORT QQQ NEW 74347B714   2,701,800 285,000 SH   SOLE   0 0 285,000
SCHLUMBERGER LTD COM STK 806857108   2,107,620 40,500 SH   SOLE   0 0 40,500
SCHWAB CHARLES CORP COM 808513105   1,444,800 21,000 SH   SOLE   0 0 21,000
SHAKE SHACK INC CL A 819047101   1,823,352 24,600 SH   SOLE   0 0 24,600
SHELL PLC SPON ADS 780259305   4,661,946 70,850 SH   SOLE   0 0 70,850
SKECHERS U S A INC CL A 830566105   330,402 5,300 SH   SOLE   0 0 5,300
SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 833635105   1,234,510 20,500 SH   SOLE   0 0 20,500
SOUTHWEST AIRLS CO COM 844741108   1,181,192 40,900 SH   SOLE   0 0 40,900
SPDR INDEX SHS FDS EURO STOXX 50 78463X202   239,050 5,000 SH   SOLE   0 0 5,000
SPROTT PHYSICAL GOLD TR UNIT 85207H104   1,577,070 99,000 SH   SOLE   0 0 99,000
SPROTT PHYSICAL SILVER TR TR UNIT 85207K107   492,880 61,000 SH   SOLE   0 0 61,000
TELEFONAKTIEBOLAGET LM ERICS ADR B SEK 10 294821608   113,400 18,000 SH   SOLE   0 0 18,000
TRIPADVISOR INC COM 896945201   376,775 17,500 SH   SOLE   0 0 17,500
UBER TECHNOLOGIES INC COM 90353T100   2,684,452 43,600 SH   SOLE   0 0 43,600
UNILEVER PLC SPON ADR NEW 904767704   1,548,936 31,950 SH   SOLE   0 0 31,950
UNITED PARCEL SERVICE INC CL B 911312106   1,760,976 11,200 SH   SOLE   0 0 11,200
V F CORP COM 918204108   337,460 17,950 SH   SOLE   0 0 17,950
VANECK ETF TRUST GOLD MINERS ETF 92189F106   1,547,399 49,900 SH   SOLE   0 0 49,900
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775   258,244 4,600 SH   SOLE   0 0 4,600
VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874   2,218,112 34,400 SH   SOLE   0 0 34,400
VERIZON COMMUNICATIONS INC COM 92343V104   2,414,685 64,050 SH   SOLE   0 0 64,050
VIATRIS INC COM 92556V106   909,720 84,000 SH   SOLE   0 0 84,000
WABTEC COM 929740108   323,595 2,550 SH   SOLE   0 0 2,550
WARNER BROS DISCOVERY INC COM SER A 934423104   717,088 63,013 SH   SOLE   0 0 63,013
WELLS FARGO CO NEW COM 949746101   1,973,722 40,100 SH   SOLE   0 0 40,100
WESTROCK CO COM 96145D105   755,664 18,200 SH   SOLE   0 0 18,200
WILLIAMS COS INC COM 969457100   849,852 24,400 SH   SOLE   0 0 24,400
WISDOMTREE TR EUROPE SMCP DV 97717W869   655,930 11,000 SH   SOLE   0 0 11,000
WYNN RESORTS LTD COM 983134107   2,169,785 23,815 SH   SOLE   0 0 23,815