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
ABBVIE INC COM 00287Y109   13,163,020 82,558 SH   SOLE   0 0 82,558
ALASKA AIR GROUP INC COM 011659109   4,677,395 111,424 SH   SOLE   0 0 111,424
ALCON AG ORD SHS H01301128   773,572 10,940 SH   SOLE   0 0 10,940
D R HORTON INC COM 23331A109   6,918,009 70,785 SH   SOLE   0 0 70,785
DISNEY WALT CO COM 254687106   4,407,946 44,003 SH   SOLE   0 0 44,003
DOW INC COM 260557103   6,311,992 115,090 SH   SOLE   0 0 115,090
ISHARES INC MSCI PAC JP ETF 464286665   410,273 9,365 SH   SOLE   0 0 9,365
ISHARES INC MSCI JPN ETF NEW 46434G822   833,762 14,200 SH   SOLE   0 0 14,200
ISHARES TR EUROPE ETF 464287861   1,024,857 20,480 SH   SOLE   0 0 20,480
ISHARES TR MSCI AC ASIA ETF 464288182   697,194 10,268 SH   SOLE   0 0 10,268
ISHARES TR HDG MSCI JAPAN 46434V886   5,074,845 175,645 SH   SOLE   0 0 175,645
LIBERTY MEDIA CORP DEL COM A SIRIUSXM 531229409   4,426,671 157,520 SH   SOLE   0 0 157,520
LOGITECH INTL S A SHS H50430232   1,438,633 24,790 SH   SOLE   0 0 24,790
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100   7,269,135 77,388 SH   SOLE   0 0 77,388
MARATHON PETE CORP COM 56585A102   8,606,589 63,805 SH   SOLE   0 0 63,805
MICRON TECHNOLOGY INC COM 595112103   2,677,551 44,355 SH   SOLE   0 0 44,355
OVERSTOCK COM INC DEL COM 690370101   2,123,095 104,695 SH   SOLE   0 0 104,695
ROYAL CARIBBEAN GROUP COM V7780T103   6,214,312 95,124 SH   SOLE   0 0 95,124
SPDR GOLD TR GOLD SHS 78463V107   5,453,178 29,750 SH   SOLE   0 0 29,750
SPDR INDEX SHS FDS S&P CHINA ETF 78463X400   5,745,569 69,782 SH   SOLE   0 0 69,782
SPDR S&P 500 ETF TR TR UNIT 78462F103   278,493 680 SH   SOLE   0 0 680
STELLANTIS N.V SHS N82405106   12,130,793 668,095 SH   SOLE   0 0 668,095
TAPESTRY INC COM 876030107   3,810,218 88,345 SH   SOLE   0 0 88,345
UBS GROUP AG SHS H42097107   295,148 14,000 SH   SOLE   0 0 14,000
VALERO ENERGY CORP COM 91913Y100   10,013,695 71,700 SH   SOLE   0 0 71,700
WESTERN DIGITAL CORP. COM 958102105   5,151,099 136,683 SH   SOLE   0 0 136,683