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   11,098,895 82,388 SH   SOLE   0 0 82,388
ALASKA AIR GROUP INC COM 011659109   6,032,809 113,454 SH   SOLE   0 0 113,454
ALCON AG ORD SHS H01301128   905,556 10,940 SH   SOLE   0 0 10,940
D R HORTON INC COM 23331A109   8,610,430 70,765 SH   SOLE   0 0 70,765
DISNEY WALT CO COM 254687106   4,041,968 45,278 SH   SOLE   0 0 45,278
DOW INC COM 260557103   6,180,132 116,050 SH   SOLE   0 0 116,050
ISHARES INC MSCI PAC JP ETF 464286665   395,533 9,365 SH   SOLE   0 0 9,365
ISHARES INC MSCI JPN ETF NEW 46434G822   878,882 14,200 SH   SOLE   0 0 14,200
ISHARES TR EUROPE ETF 464287861   1,034,944 20,480 SH   SOLE   0 0 20,480
ISHARES TR MSCI AC ASIA ETF 464288182   682,130 10,268 SH   SOLE   0 0 10,268
ISHARES TR HDG MSCI JAPAN 46434V886   5,981,124 177,765 SH   SOLE   0 0 177,765
LIBERTY MEDIA CORP DEL COM A SIRIUSXM 531229409   5,258,527 160,290 SH   SOLE   0 0 160,290
LOGITECH INTL S A SHS H50430232   1,474,329 24,790 SH   SOLE   0 0 24,790
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100   7,129,160 77,643 SH   SOLE   0 0 77,643
MARATHON PETE CORP COM 56585A102   7,436,500 63,785 SH   SOLE   0 0 63,785
MICRON TECHNOLOGY INC COM 595112103   2,798,931 44,355 SH   SOLE   0 0 44,355
MICROSOFT CORP COM 594918104   217,921 640 SH   SOLE   0 0 640
OVERSTOCK COM INC DEL COM 690370101   3,442,427 105,705 SH   SOLE   0 0 105,705
ROYAL CARIBBEAN GROUP COM V7780T103   9,867,683 95,130 SH   SOLE   0 0 95,130
SPDR GOLD TR GOLD SHS 78463V107   5,302,940 29,750 SH   SOLE   0 0 29,750
SPDR INDEX SHS FDS S&P CHINA ETF 78463X400   5,249,403 71,167 SH   SOLE   0 0 71,167
SPDR S&P 500 ETF TR TR UNIT 78462F103   301,383 680 SH   SOLE   0 0 680
STELLANTIS N.V SHS N82405106   11,763,090 669,690 SH   SOLE   0 0 669,690
TAPESTRY INC COM 876030107   3,776,464 88,245 SH   SOLE   0 0 88,245
UBS GROUP AG SHS H42097107   282,987 14,000 SH   SOLE   0 0 14,000
VALERO ENERGY CORP COM 91913Y100   8,374,284 71,400 SH   SOLE   0 0 71,400
WESTERN DIGITAL CORP. COM 958102105   5,337,216 140,728 SH   SOLE   0 0 140,728