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
SPDR SER TR BLOOMBERG 1-3 MO 78468R663   6,151,940 67,000 SH   SOLE   67,000 0 0
ISHARES TR NATIONAL MUN ETF 464288414   3,555,420 33,000 SH   SOLE   33,000 0 0
ISHARES TR FLTG RATE NT ETF 46429B655   3,527,300 70,000 SH   SOLE   70,000 0 0
SSGA ACTIVE ETF TR BLACKSTONE SENR 78467V608   3,524,100 85,000 SH   SOLE   85,000 0 0
INVESCO EXCH TRADED FD TR II TAXABLE MUN BD 46138G805   3,225,600 120,000 SH   SOLE   120,000 0 0
VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407   2,641,680 54,000 SH   SOLE   54,000 0 0
ISHARES TR 20 YR TR BD ETF 464287432   2,286,955 21,500 SH   SOLE   21,500 0 0
ISHARES TR JPMORGAN USD EMG 464288281   2,200,140 25,500 SH   SOLE   25,500 0 0
AMAZON COM INC COM 023135106   1,859,220 18,000 SH   SOLE   18,000 0 0
ISHARES TR 7-10 YR TRSY BD 464287440   1,784,160 18,000 SH   SOLE   18,000 0 0
ISHARES TR 1 3 YR TREAS BD 464287457   1,766,440 21,500 SH   SOLE   21,500 0 0
VANECK ETF TRUST HIGH YLD MUNIETF 92189H409   1,759,160 34,000 SH   SOLE   34,000 0 0
VANECK ETF TRUST EMERGING MRKT HI 92189F353   1,759,110 95,500 SH   SOLE   95,500 0 0
ALPHABET INC CAP STK CL A 02079K305   1,555,950 15,000 SH   SOLE   15,000 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886   1,489,180 22,000 SH   SOLE   22,000 0 0
NVIDIA CORPORATION COM 67066G104   1,388,850 5,000 SH   SOLE   5,000 0 0
ISHARES TR PFD AND INCM SEC 464288687   1,326,850 42,500 SH   SOLE   42,500 0 0
VANECK ETF TRUST BDC INCOME ETF 92189F411   1,319,870 89,000 SH   SOLE   89,000 0 0
MERCADOLIBRE INC COM 58733R102   1,318,060 1,000 SH   SOLE   1,000 0 0
ISHARES TR IBOXX INV CP ETF 464287242   1,315,320 12,000 SH   SOLE   12,000 0 0
SPDR SER TR BLOOMBERG HIGH Y 78468R622   1,299,480 14,000 SH   SOLE   14,000 0 0
QUANTA SVCS INC COM 74762E102   1,249,800 7,500 SH   SOLE   7,500 0 0
APPLE INC COM 037833100   1,236,750 7,500 SH   SOLE   7,500 0 0
VANECK ETF TRUST FALLEN ANGEL HG 92189F437   1,120,800 40,000 SH   SOLE   40,000 0 0
ACADEMY SPORTS & OUTDOORS IN COM 00402L107   1,109,250 17,000 SH   SOLE   17,000 0 0
ADVANCED MICRO DEVICES INC COM 007903107   1,078,110 11,000 SH   SOLE   11,000 0 0
SUPER MICRO COMPUTER INC COM 86800U104   1,065,500 10,000 SH   SOLE   10,000 0 0
SPDR SER TR BBG CONV SEC ETF 78464A359   1,006,050 15,000 SH   SOLE   15,000 0 0
FAIR ISAAC CORP COM 303250104   983,766 1,400 SH   SOLE   1,400 0 0
CME GROUP INC COM 12572Q105   957,600 5,000 SH   SOLE   5,000 0 0
M/I HOMES INC COM 55305B101   914,805 14,500 SH   SOLE   14,500 0 0
LULULEMON ATHLETICA INC COM 550021109   910,475 2,500 SH   SOLE   2,500 0 0
GLOBALFOUNDRIES INC ORDINARY SHARES G39387108   902,250 12,500 SH   SOLE   12,500 0 0
VISA INC COM CL A 92826C839   901,840 4,000 SH   SOLE   4,000 0 0
MOBILEYE GLOBAL INC COMMON CLASS A 60741F104   887,035 20,500 SH   SOLE   20,500 0 0
MICROSOFT CORP COM 594918104   864,900 3,000 SH   SOLE   3,000 0 0
LAMB WESTON HLDGS INC COM 513272104   836,160 8,000 SH   SOLE   8,000 0 0
ALIGN TECHNOLOGY INC COM 016255101   835,350 2,500 SH   SOLE   2,500 0 0
SEA LTD SPONSORD ADS 81141R100   822,225 9,500 SH   SOLE   9,500 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109   810,150 15,000 SH   SOLE   15,000 0 0
JABIL INC COM 466313103   749,360 8,500 SH   SOLE   8,500 0 0
ROYAL GOLD INC COM 780287108   739,347 5,700 SH   SOLE   5,700 0 0
FIRSTCASH HOLDINGS INC COM 33768G107   734,349 7,700 SH   SOLE   7,700 0 0
CROCS INC COM 227046109   733,352 5,800 SH   SOLE   5,800 0 0
EXACT SCIENCES CORP COM 30063P105   712,005 10,500 SH   SOLE   10,500 0 0
SCHLUMBERGER LTD COM STK 806857108   687,400 14,000 SH   SOLE   14,000 0 0
MOSAIC CO NEW COM 61945C103   642,320 14,000 SH   SOLE   14,000 0 0
WORKDAY INC CL A 98138H101   619,620 3,000 SH   SOLE   3,000 0 0
THE TRADE DESK INC COM CL A 88339J105   609,100 10,000 SH   SOLE   10,000 0 0
MCDONALDS CORP COM 580135101   559,220 2,000 SH   SOLE   2,000 0 0
PROSHARES TR SHRT 20+YR TRE 74347X849   528,250 25,000 SH   SOLE   25,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   517,300 350 SH Call SOLE   350 0 0
ARISTA NETWORKS INC COM 040413106   503,580 3,000 SH   SOLE   3,000 0 0
META PLATFORMS INC CL A 30303M102   381,492 1,800 SH   SOLE   1,800 0 0
KRANESHARES TR CSI CHI INTERNET 500767306   358,685 11,500 SH   SOLE   11,500 0 0
NUCOR CORP COM 670346105   308,940 2,000 SH   SOLE   2,000 0 0
PAR PAC HOLDINGS INC COM NEW 69888T207   292,000 10,000 SH   SOLE   10,000 0 0
TITAN MACHY INC COM 88830R101   274,050 9,000 SH   SOLE   9,000 0 0
BLACKSTONE SECD LENDING FD COMMON STOCK 09261X102   224,370 9,000 SH   SOLE   9,000 0 0