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
ALASKA AIR GROUP INC COM 011659109   5,373,634 140,529 SH   SOLE   0 0 140,529
ALCON AG ORD SHS H01301128   725,152 8,600 SH   SOLE   0 0 8,600
APA CORPORATION COM 03743Q108   4,269,438 206,370 SH   SOLE   0 0 206,370
APPLE INC COM 037833100   431,192 2,188 SH   SOLE   0 0 2,188
BEYOND INC COM 690370101   1,929,689 226,395 SH   SOLE   0 0 226,395
D R HORTON INC COM 23331A109   11,246,322 69,700 SH   SOLE   0 0 69,700
DISNEY WALT CO COM 254687106   4,439,109 54,563 SH   SOLE   0 0 54,563
DOW INC COM 260557103   5,797,935 125,480 SH   SOLE   0 0 125,480
ISHARES INC MSCI PAC JP ETF 464286665   438,494 10,615 SH   SOLE   0 0 10,615
ISHARES TR EUROPE ETF 464287861   835,623 16,955 SH   SOLE   0 0 16,955
ISHARES TR MSCI AC ASIA ETF 464288182   906,714 13,665 SH   SOLE   0 0 13,665
ISHARES TR MRGSTR MD CP VAL 464288406   6,700,013 103,360 SH   SOLE   0 0 103,360
LIBERTY MEDIA CORP DEL COM LBTY LIV S A 531229748   1,836,201 43,849 SH   SOLE   0 0 43,849
LOGITECH INTL S A SHS H50430232   1,124,333 14,880 SH   SOLE   0 0 14,880
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100   6,714,713 82,783 SH   SOLE   0 0 82,783
MARATHON PETE CORP COM 56585A102   2,717,893 19,725 SH   SOLE   0 0 19,725
MICROSOFT CORP COM 594918104   232,927 640 SH   SOLE   0 0 640
NVIDIA CORPORATION COM 67066G104   179,749 1,750 SH   SOLE   0 0 1,750
ROYAL CARIBBEAN GROUP COM V7780T103   10,377,016 69,175 SH   SOLE   0 0 69,175
SIRIUSXM HOLDINGS INC COMMON STOCK 829933100   2,790,502 139,503 SH   SOLE   0 0 139,503
SPDR GOLD TR GOLD SHS 78463V107   6,492,221 31,580 SH   SOLE   0 0 31,580
SPDR INDEX SHS FDS S&P CHINA ETF 78463X400   9,189,659 132,307 SH   SOLE   0 0 132,307
SPDR INDEX SHS FDS S&P EM MKT DIV 78463X533   6,824,687 214,200 SH   SOLE   0 0 214,200
SPDR S&P 500 ETF TR TR UNIT 78462F103   377,192 777 SH   SOLE   0 0 777
STELLANTIS N.V SHS N82405106   7,405,082 622,100 SH   SOLE   0 0 622,100
TAPESTRY INC COM 876030107   3,840,851 96,660 SH   SOLE   0 0 96,660
UBS GROUP AG SHS H42097107   364,840 14,000 SH   SOLE   0 0 14,000
VALERO ENERGY CORP COM 91913Y100   5,085,699 44,530 SH   SOLE   0 0 44,530