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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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
ABBVIE INC COM 00287Y109   11,340,663 83,098 SH   SOLE   0 0 83,098
ALASKA AIR GROUP INC COM 011659109   3,872,015 114,054 SH   SOLE   0 0 114,054
ALCON AG ORD SHS H01301128   776,084 10,940 SH   SOLE   0 0 10,940
D R HORTON INC COM 23331A109   6,891,109 70,035 SH   SOLE   0 0 70,035
DISNEY WALT CO COM 254687106   3,396,266 45,768 SH   SOLE   0 0 45,768
DOW INC COM 260557103   5,504,251 116,600 SH   SOLE   0 0 116,600
ISHARES INC MSCI PAC JP ETF 464286665   341,082 9,365 SH   SOLE   0 0 9,365
ISHARES INC MSCI JPN ETF NEW 46434G822   783,827 14,200 SH   SOLE   0 0 14,200
ISHARES TR EUROPE ETF 464287861   894,969 20,480 SH   SOLE   0 0 20,480
ISHARES TR MSCI AC ASIA ETF 464288182   596,962 10,268 SH   SOLE   0 0 10,268
ISHARES TR HDG MSCI JAPAN 46434V886   5,588,122 178,465 SH   SOLE   0 0 178,465
LIBERTY MEDIA CORP DEL COM LBTY LIV S A 531229748   1,183,395 40,493 SH   SOLE   0 0 40,493
LIBERTY MEDIA CORP DEL COM LBTY SRM S A 531229813   3,769,403 161,770 SH   SOLE   0 0 161,770
LOGITECH INTL S A SHS H50430232   1,568,711 24,790 SH   SOLE   0 0 24,790
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100   6,747,095 77,818 SH   SOLE   0 0 77,818
MARATHON PETE CORP COM 56585A102   8,771,593 63,305 SH   SOLE   0 0 63,305
MICRON TECHNOLOGY INC COM 595112103   2,762,675 44,355 SH   SOLE   0 0 44,355
MICROSOFT CORP COM 594918104   185,016 640 SH   SOLE   0 0 640
OVERSTOCK COM INC DEL COM 690370101   1,540,173 106,335 SH   SOLE   0 0 106,335
ROYAL CARIBBEAN GROUP COM V7780T103   7,914,626 93,820 SH   SOLE   0 0 93,820
SPDR GOLD TR GOLD SHS 78463V107   4,669,939 29,750 SH   SOLE   0 0 29,750
SPDR INDEX SHS FDS S&P CHINA ETF 78463X400   4,703,628 71,802 SH   SOLE   0 0 71,802
SPDR S&P 500 ETF TR TR UNIT 78462F103   262,178 670 SH   SOLE   0 0 670
STELLANTIS N.V SHS N82405106   11,780,099 673,210 SH   SOLE   0 0 673,210
TAPESTRY INC COM 876030107   2,322,815 88,245 SH   SOLE   0 0 88,245
UBS GROUP AG SHS H42097107   317,660 14,000 SH   SOLE   0 0 14,000
VALERO ENERGY CORP COM 91913Y100   9,199,498 70,905 SH   SOLE   0 0 70,905
WESTERN DIGITAL CORP. COM 958102105   6,030,844 144,358 SH   SOLE   0 0 144,358