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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
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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 02079K305   11,631,971 112,137 SH   SOLE   0 0 112,137
AMAZON COM INC COM 023135106   11,215,745 108,585 SH   SOLE   0 0 108,585
BOOKING HOLDINGS INC COM 09857L108   11,288,657 4,256 SH   SOLE   0 0 4,256
FISERV INC COM 337738108   10,252,726 90,708 SH   SOLE   0 0 90,708
MASTERCARD INCORPORATED CL A 57636Q104   10,529,442 28,974 SH   SOLE   0 0 28,974
SELECT SECTOR SPDR TR ENERGY 81369Y506   26,747,878 322,925 SH   SOLE   0 0 322,925
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   10,744,210 71,149 SH   SOLE   0 0 71,149
SELECT SECTOR SPDR TR FINANCIAL 81369Y605   46,022,790 1,431,502 SH   SOLE   0 0 1,431,502
THERMO FISHER SCIENTIFIC INC COM 883556102   4,806,926 8,340 SH   SOLE   0 0 8,340
VANGUARD WORLD FDS FINANCIALS ETF 92204A405   16,625,698 213,451 SH   SOLE   0 0 213,451
INTERCONTINENTAL EXCHANGE IN COM 45866F104   5,699,344 54,649 SH   SOLE   0 0 54,649
ISHARES TR RUS 1000 VAL ETF 464287598   7,902,903 51,904 SH   SOLE   0 0 51,904
BP PLC SPONSORED ADR 055622104   1,020,776 26,905 SH   SOLE   0 0 26,905
CHEVRON CORP NEW COM 166764100   1,026,766 6,293 SH   SOLE   0 0 6,293
PIONEER NAT RES CO COM 723787107   1,055,717 5,169 SH   SOLE   0 0 5,169
SCHLUMBERGER LTD COM STK 806857108   1,026,190 20,900 SH   SOLE   0 0 20,900
VALERO ENERGY CORP COM 91913Y100   1,037,647 7,433 SH   SOLE   0 0 7,433
ADVANCED MICRO DEVICES INC COM 007903107   1,782,508 18,187 SH   SOLE   0 0 18,187
GITLAB INC CLASS A COM 37637K108   12,753,572 249,279 SH   SOLE   0 0 249,279
VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835   3,476,655 47,090 SH   SOLE   0 0 47,090
BARK INC COM 68622E104   3,452,393 704,570 SH   SOLE   0 0 704,570
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742   8,897,183 96,614 SH   SOLE   0 0 96,614
SELECT SECTOR SPDR TR ENERGY 81369Y506   16,051,957 193,794 SH   DFND   0 0 193,794
SELECT SECTOR SPDR TR FINANCIAL 81369Y605   12,868,263 400,257 SH   DFND   0 0 400,257