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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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
ALPS ETF TR OSHS GBL INTER 00162Q361   2,395,421 83,319 SH   SOLE   83,319 0 0
AMERIPRISE FINL INC COM 03076C106   636,601 2,077 SH   SOLE   2,077 0 0
BANK AMERICA CORP COM 060505104   377,549 13,201 SH   SOLE   13,201 0 0
BLACK STONE MINERALS L P COM UNIT 09225M101   432,589 27,571 SH   SOLE   27,571 0 0
DORCHESTER MINERALS LP COM UNIT 25820R105   525,259 17,341 SH   SOLE   17,341 0 0
META PLATFORMS INC CL A 30303M102   3,254,763 15,357 SH   SOLE   15,357 0 0
FIRST TR EXCHANGE TRADED FD CLOUD COMPUTING 33734X192   6,613,935 98,863 SH   SOLE   98,863 0 0
GLOBAL X FDS GLBL X MLP ETF 37954Y343   1,448,096 34,810 SH   SOLE   34,810 0 0
GLOBAL X FDS S&P 500 COVERED 37954Y475   10,640,120 262,719 SH   SOLE   262,719 0 0
GLOBAL X FDS NASDAQ 100 COVER 37954Y483   10,632,726 619,984 SH   SOLE   619,984 0 0
GLOBAL X FDS LITHIUM BTRY ETF 37954Y855   4,880,640 76,800 SH   SOLE   76,800 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   6,915,720 21,549 SH   SOLE   21,549 0 0
INTUIT COM 461202103   510,921 1,146 SH   SOLE   1,146 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL TEC 46137V282   9,240,914 33,484 SH   SOLE   33,484 0 0
INVESCO EXCHANGE TRADED FD T DWA HEALTHCARE 46137V852   5,030,595 44,812 SH   SOLE   44,812 0 0
INVESCO DB COMMDY INDX TRCK UNIT 46138B103   7,218,147 304,050 SH   SOLE   304,050 0 0
INVESCO DB MULTI-SECTOR COMM AGRICULTURE FD 46140H106   11,271,149 551,696 SH   SOLE   551,696 0 0
ISHARES INC MSCI AUSTRIA ETF 464286202   1,402,460 69,272 SH   SOLE   69,272 0 0
ISHARES TR CORE S&P500 ETF 464287200   2,398,241 5,834 SH   SOLE   5,834 0 0
ISHARES TR 20 YR TR BD ETF 464287432   9,991,547 93,932 SH   SOLE   93,932 0 0
ISHARES TR MSCI EAFE ETF 464287465   9,767,987 136,577 SH   SOLE   136,577 0 0
ISHARES TR CORE S&P MCP ETF 464287507   1,699,837 6,795 SH   SOLE   6,795 0 0
ISHARES TR RUS 2000 VAL ETF 464287630   1,040,804 7,596 SH   SOLE   7,596 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   2,764,308 15,495 SH   SOLE   15,495 0 0
ISHARES TR US BR DEL SE ETF 464288794   5,123,684 55,911 SH   SOLE   55,911 0 0
ISHARES TR U.S. MED DVC ETF 464288810   4,124,720 76,412 SH   SOLE   76,412 0 0
ISHARES TR US OIL GS EX ETF 464288851   930,010 10,838 SH   SOLE   10,838 0 0
ISHARES SILVER TR ISHARES 46428Q109   540,746 24,446 SH   SOLE   24,446 0 0
ISHARES TR MSCI USA MIN VOL 46429B697   1,231,343 16,928 SH   SOLE   16,928 0 0
ISHARES INC MSCI TAIWAN ETF 46434G772   3,741,040 82,529 SH   SOLE   82,529 0 0
JPMORGAN CHASE & CO COM 46625H100   448,657 3,443 SH   SOLE   3,443 0 0
MICROSOFT CORP COM 594918104   727,669 2,524 SH   SOLE   2,524 0 0
NUSTAR ENERGY LP UNIT COM 67058H102   512,007 32,737 SH   SOLE   32,737 0 0
ORACLE CORP COM 68389X105   789,355 8,495 SH   SOLE   8,495 0 0
PAYCOM SOFTWARE INC COM 70432V102   376,060 1,237 SH   SOLE   1,237 0 0
PROSHARES TR SHORT S&P 500 NE 74347B425   4,571,055 304,737 SH   SOLE   304,737 0 0
PROSHARES TR SHORT QQQ NEW 74347B714   4,390,793 360,492 SH   SOLE   360,492 0 0
RAYMOND JAMES FINL INC COM 754730109   558,128 5,984 SH   SOLE   5,984 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   5,278,675 12,894 SH   SOLE   12,894 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   6,140,850 15,000 SH Put SOLE   15,000 0 0
SPDR GOLD TR GOLD SHS 78463V107   1,278,876 6,980 SH   SOLE   6,980 0 0
SPDR SER TR BBG CONV SEC ETF 78464A359   3,220,768 48,021 SH   SOLE   48,021 0 0
SPDR SER TR HLTH CARE SVCS 78464A573   2,645,910 30,602 SH   SOLE   30,602 0 0
SPDR SER TR AEROSPACE DEF 78464A631   4,747,715 40,610 SH   SOLE   40,610 0 0
SPDR SER TR S&P REGL BKG 78464A698   2,493,309 56,847 SH   SOLE   56,847 0 0
SPDR SER TR S&P CAP MKTS 78464A771   4,853,614 58,428 SH   SOLE   58,428 0 0
SALESFORCE INC COM 79466L302   573,768 2,872 SH   SOLE   2,872 0 0
SCHWAB CHARLES CORP COM 808513105   393,374 7,510 SH   SOLE   7,510 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506   7,338,158 88,593 SH   SOLE   88,593 0 0
SELECT SECTOR SPDR TR FINANCIAL 81369Y605   4,822,500 150,000 SH Call SOLE   150,000 0 0
SELECT SECTOR SPDR TR FINANCIAL 81369Y605   11,272,079 350,609 SH   SOLE   350,609 0 0
SELECT SECTOR SPDR TR FINANCIAL 81369Y605   3,215,000 100,000 SH Put SOLE   100,000 0 0
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704   8,588,968 84,888 SH   SOLE   84,888 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   10,915,456 72,283 SH   SOLE   72,283 0 0
TYLER TECHNOLOGIES INC COM 902252105   447,556 1,262 SH   SOLE   1,262 0 0
USA COMPRESSION PARTNERS LP COMUNIT LTDPAR 90290N109   559,015 26,456 SH   SOLE   26,456 0 0
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676   11,072,666 42,071 SH   SOLE   42,071 0 0
VANECK ETF TRUST VANECK VIETNAM 92189F817   4,389,611 360,395 SH   SOLE   360,395 0 0
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858   1,335,451 29,565 SH   SOLE   29,565 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858   852,117 21,092 SH   SOLE   21,092 0 0
VANGUARD WORLD FDS FINANCIALS ETF 92204A405   3,883,518 49,859 SH   SOLE   49,859 0 0
VANGUARD WORLD FDS MATERIALS ETF 92204A801   5,127,795 28,837 SH   SOLE   28,837 0 0