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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
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   6,839,091 45,313 SH   SOLE   0 0 45,313
AMAZON COM INC COM COM 023135106   6,914,867 38,335 SH   SOLE   0 0 38,335
BOOKING HOLDINGS INC COM COM 09857L108   6,504,788 1,793 SH   SOLE   0 0 1,793
FIDELITY NATIONAL FINANCIAL FNF GROUP COM FNF GROUP COM 31620R303   6,481,492 122,062 SH   SOLE   0 0 122,062
INTERCONTINENTAL EXCHANGE IN COM COM 45866F104   6,683,633 48,633 SH   SOLE   0 0 48,633
ROIVANT SCIENCES LTD SHS SHS G76279101   4,799,230 455,335 SH   SOLE   0 0 455,335
SELECT SECTOR SPDR TR ENERGY ENERGY 81369Y506   14,793,197 156,691 SH   SOLE   0 0 156,691
SELECT SECTOR SPDR TR FINANCIAL FINANCIAL 81369Y605   15,287,412 362,949 SH   SOLE   0 0 362,949
SELECT SECTOR SPDR TR SBI HEALTHCARE SBI HEALTHCARE 81369Y209   42,336,611 286,581 SH   SOLE   0 0 286,581
SELECT SECTOR SPDR TR TECHNOLOGY TECHNOLOGY 81369Y803   33,838,668 162,475 SH   SOLE   0 0 162,475
VANGUARD WORLD FD FINANCIALS ETF FINANCIALS ETF 92204A405   21,855,247 213,451 SH   SOLE   0 0 213,451
VISA INC COM CL A COM CL A 92826C839   6,729,456 24,113 SH   SOLE   0 0 24,113
BP PLC SPONSORED ADR 055622104   209,124 5,550 SH   SOLE   0 0 5,550
CHEVERON CORP NEW COM 166764100   213,264 1,352 SH   SOLE   0 0 1,352
PIONEER NAT RES CO COM 723787107   216,300 824 SH   SOLE   0 0 824
SCHLUMBERGER LTD COM STK 806857108   213,430 3,894 SH   SOLE   0 0 3,894
VALERO ENERGY CORP COM 91913Y100   210,631 1,234 SH   SOLE   0 0 1,234
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742   35,393,151 320,300 SH   SOLE   0 0 320,300
VANGUARD SCOTTSDALE FDS LONG TERM TREAS 92206C847   8,307,054 140,227 SH   SOLE   0 0 140,227
BARK INC COM 68622E104   3,452,393 704,570 SH   SOLE   0 0 704,570
THE ONCOLOGY INSTITUTE INC COM 68236X100   668,980 423,405 SH   DFND   0 0 423,405
ROIVANT SCIENCES LTD SHS SHS G76279101   7,298,075 692,417 SH   DFND   0 0 692,417