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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADVANCE AUTO PARTS INC COM COM 00751Y106 4,389 21,396 SH   SOLE   21,396 0 0
AMAZON.COM INC COM 023135106 58 17 SH   SOLE   17 0 0
AMGEN INC COM 031162100 24 100 SH   SOLE   100 0 0
APPLE INC COM 037833100 233 1,704 SH   SOLE   1,704 0 0
ASPIRATIONAL CONSUMER LIFESTYL COM COM G05436103 1,793 179,695 SH   SOLE   179,695 0 0
BAIDU COM ADR ADR 056752108 10 50 SH   SOLE   50 0 0
BLADE AIR MOBILITY INC CL A COM COM 092667104 3,397 322,500 SH   SOLE   322,500 0 0
BRINKS CO COM COM 109696104 2,024 26,337 SH   SOLE   26,337 0 0
CAPRI HOLDINGS LIMITED SHS COM G1890L107 2,398 42,031 SH   SOLE   42,031 0 0
CARNIVAL CORP PAIRED CTF COM 143658300 1,562 59,316 SH   SOLE   59,316 0 0
CHEVRON CORP NEW COM COM 166764100 1,956 18,680 SH   SOLE   18,680 0 0
CINEMARK HLDGS INC COM COM 17243V102 1,250 56,952 SH   SOLE   56,952 0 0
COMMUNICATION SERVICES SELECT SECTOR SPDRA FUND COM 81369Y852 4,119 50,868 SH   SOLE   50,868 0 0
CONSTELLATION BRANDS INC CL A COM 21036P108 1,806 7,726 SH   SOLE   7,726 0 0
DEVON ENERGY CORP COM 25179M103 5,064 173,899 SH   SOLE   173,899 0 0
DISNEY WALT CO COM COM 254687106 94 536 SH   SOLE   536 0 0
ELECTRONIC ARTS INC COM COM 285512109 1 10 SH   SOLE   10 0 0
EXPEDIA GROUP INC COM NEW COM 30212P303 3,805 23,268 SH   SOLE   23,268 0 0
EXXON MOBIL CORP COM COM 30231G102 2,432 38,572 SH   SOLE   38,572 0 0
FINANCIAL SELECT SECTOR SPDR FUND COM 81369Y605 11,266 307,118 SH   SOLE   307,118 0 0
GENERAL ELECTRIC CO COM COM 369604103 2 121 SH   SOLE   121 0 0
GENERAL MOTORS CORP COM 37045V100 6 100 SH   SOLE   100 0 0
INDUSTRIAL SELECT SECTOR SPDR FUND COM 81369Y704 3,912 38,214 SH   SOLE   38,214 0 0
INVESCO QQQ TRUST COM 46090E103 12,272 34,622 SH   SOLE   34,622 0 0
INVESCO S&P 500 HIGH BETA ETF COM 46138E370 9,795 129,663 SH   SOLE   129,663 0 0
ISHARES 0-5 YEAR TIPS BOND ETF COM 46429B747 6,388 60,089 SH   SOLE   60,089 0 0
ISHARES MSCI CANADA ETF COM 464286509 4,182 112,195 SH   SOLE   112,195 0 0
ISHARES MSCI GERMANY ETF COM 464286806 7,255 209,589 SH   SOLE   209,589 0 0
ISHARES TIPS BOND ETF COM 464287176 280 2,184 SH   SOLE   2,184 0 0
ISHARES U.S. TREASURY BOND ETF COM 46429B267 243 9,138 SH   SOLE   9,138 0 0
JOHNSON & JOHNSON COM COM 478160104 1,740 10,563 SH   SOLE   10,563 0 0
KINDER MORGAN INC COM 49456B101 2,523 138,501 SH   SOLE   138,501 0 0
MATCH GROUP INC NEW COM COM 57667L107 4,291 26,601 SH   SOLE   26,601 0 0
NETFLIX COM INC COM 64110L106 161 304 SH   SOLE   304 0 0
OUSTER INC COM COM 68989M103 1,885 150,869 SH   SOLE   150,869 0 0
OVERSTOCK COM INC DEL COM COM 690370101 4,034 43,632 SH   SOLE   43,632 0 0
PACCAR INC COM COM 693718108 1,975 22,138 SH   SOLE   22,138 0 0
PENN NATL GAMING INC COM COM 707569109 1,834 23,976 SH   SOLE   23,976 0 0
PHILLIPS 66 COM 718546104 2,088 24,343 SH   SOLE   24,343 0 0
PRICELINE.COM INC COM 09857L108 3,334 1,524 SH   SOLE   1,524 0 0
PROSHARES SHORT 20 YEAR TREASURY COM 74347X849 10,458 619,521 SH   SOLE   619,521 0 0
RAYMOND JAMES FINL INC COM 754730109 131 1,005 SH   SOLE   1,005 0 0
ROCKWELL AUTOMATION INC COM COM 773903109 2,041 7,137 SH   SOLE   7,137 0 0
ROYAL CARRIBBEAN CRUISES LTD COM V7780T103 38 451 SH   SOLE   451 0 0
SPDR BLOOMBERG BARCLAYS 1-3 MONTH T-BILL ETF COM 78468R663 270 2,948 SH   SOLE   2,948 0 0
SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETF COM 78468R622 5,353 48,679 SH   SOLE   48,679 0 0
SPDR DOW JONES INDUSTRIAL ETF COM 78467X109 17 50 SH   SOLE   50 0 0
SPDR PORTFOLIO S&P 500 ETF COM 78464A854 973 19,339 SH   SOLE   19,339 0 0
SPDR PORTFOLIO TIPS ETF COM 78464A656 273 8,786 SH   SOLE   8,786 0 0
SPDR S&P METALS AND MINING ETF COM 78464A755 4,311 100,205 SH   SOLE   100,205 0 0
SPIRIT AIRLS INC COM COM 848577102 3,345 109,842 SH   SOLE   109,842 0 0
STARBUCKS CORP COM 855244109 23 206 SH   SOLE   206 0 0
TWITTER INC COM COM 90184L102 1,926 27,992 SH   SOLE   27,992 0 0
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF COM 922020805 28,359 541,110 SH   SOLE   541,110 0 0
VISA INC COM 92826C839 4,199 17,952 SH   SOLE   17,952 0 0
VULCAN MATLS CO COM COM 929160109 2,264 13,006 SH   SOLE   13,006 0 0
WALMART INC COM COM 931142103 2 12 SH   SOLE   12 0 0
WYNN RESORTS LTD COM COM 983134107 1,975 16,149 SH   SOLE   16,149 0 0