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
ACADIA PHARMACEUTICALS INC COM 004225108   1,011,691 55,133 SH   SOLE N/A 55,133 0 0
AMERICAN EAGLE OUTFITTERS IN COM 02553E106   175,035 10,500 SH   SOLE N/A 10,500 0 0
APA CORPORATION COM 03743Q108   203,862 8,829 SH   SOLE N/A 8,829 0 0
ARCHER DANIELS MIDLAND CO COM 039483102   382,436 7,570 SH   SOLE N/A 7,570 0 0
ASSURANT INC COM 04621X108   269,510 1,264 SH   SOLE N/A 1,264 0 0
CARVANA CO CL A 146869102   6,100,800 30,000 SH Put SOLE N/A 30,000 0 0
CENCORA INC COM 03073E105   205,358 914 SH   SOLE N/A 914 0 0
COINBASE GLOBAL INC COM CL A 19260Q107   927,897 3,737 SH   SOLE N/A 3,737 0 0
CONSOLIDATED EDISON INC COM 209115104   501,383 5,619 SH   SOLE N/A 5,619 0 0
COUPANG INC CL A 22266T109   624,650 28,419 SH   SOLE N/A 28,419 0 0
DISCOVER FINL SVCS COM 254709108   287,562 1,660 SH   SOLE N/A 1,660 0 0
ELI LILLY & CO COM 532457108   1,003,600 1,300 SH   SOLE N/A 1,300 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108   346,320 5,200 SH   SOLE N/A 5,200 0 0
HEALTHPEAK PROPERTIES INC COM 42250P103   229,152 11,305 SH   SOLE N/A 11,305 0 0
HECLA MNG CO COM 422704106   59,411 12,100 SH   SOLE N/A 12,100 0 0
HUNT J B TRANS SVCS INC COM 445658107   204,792 1,200 SH   SOLE N/A 1,200 0 0
HUNTINGTON BANCSHARES INC COM 446150104   171,844 10,562 SH   SOLE N/A 10,562 0 0
INTERNATIONAL PAPER CO COM 460146103   1,403,410 26,076 SH   SOLE N/A 26,076 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   536,792 1,050 SH   SOLE N/A 1,050 0 0
ISHARES TR IBOXX INV CP ETF 464287242   41,240,240 386,000 SH   SOLE N/A 386,000 0 0
JUNIPER NETWORKS INC COM 48203R104   202,230 5,400 SH   SOLE N/A 5,400 0 0
KIMBERLY-CLARK CORP COM 494368103   516,429 3,941 SH   SOLE N/A 3,941 0 0
KOHLS CORP COM 500255104   167,764 11,949 SH   SOLE N/A 11,949 0 0
LULULEMON ATHLETICA INC COM 550021109   214,532 561 SH   SOLE N/A 561 0 0
MARATHON PETE CORP COM 56585A102   219,713 1,575 SH   SOLE N/A 1,575 0 0
MICROSTRATEGY INC CL A NEW 594972408   1,124,884 3,884 SH   SOLE N/A 3,884 0 0
MORGAN STANLEY COM NEW 617446448   224,787 1,788 SH   SOLE N/A 1,788 0 0
NVIDIA CORPORATION COM 67066G104   912,903 6,798 SH   SOLE N/A 6,798 0 0
PHILLIPS 66 COM 718546104   206,441 1,812 SH   SOLE N/A 1,812 0 0
PRINCIPAL FINANCIAL GROUP IN COM 74251V102   209,471 2,706 SH   SOLE N/A 2,706 0 0
PUBLIC STORAGE OPER CO COM 74460D109   272,790 911 SH   SOLE N/A 911 0 0
RB GLOBAL INC COM 74935Q107   209,468 2,322 SH   SOLE N/A 2,322 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506   1,529,031 17,850 SH   SOLE N/A 17,850 0 0
SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860   1,519,025 37,350 SH   SOLE N/A 37,350 0 0
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308   1,509,312 19,200 SH   SOLE N/A 19,200 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209   1,602,691 11,650 SH   SOLE N/A 11,650 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886   1,498,662 19,800 SH   SOLE N/A 19,800 0 0
SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100   1,501,899 17,850 SH   SOLE N/A 17,850 0 0
SOFI TECHNOLOGIES INC COM 83406F102   265,065 17,212 SH   SOLE N/A 17,212 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   4,191,644 7,152 SH   SOLE N/A 7,152 0 0
SUPER MICRO COMPUTER INC COM NEW 86800U302   798,515 26,198 SH   SOLE N/A 26,198 0 0
TECHNIPFMC PLC COM G87110105   303,696 10,494 SH   SOLE N/A 10,494 0 0
TESLA INC COM 88160R101   1,249,481 3,094 SH   SOLE N/A 3,094 0 0
TRACTOR SUPPLY CO COM 892356106   201,999 3,807 SH   SOLE N/A 3,807 0 0
VANGUARD SCOTTSDALE FDS LG-TERM COR BD 92206C813   5,982,400 80,000 SH   SOLE N/A 80,000 0 0
VERIS RESIDENTIAL INC COM 554489104   175,097 10,529 SH   SOLE N/A 10,529 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   568,818 14,224 SH   SOLE N/A 14,224 0 0