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
BLOOMIN' BRANDS INC COM 094235108   4,434 220,400 SH   SOLE   220,400 0 0
FIRST TRUST NASDAQ CYBERSECU ETF 33734X846   252 6,500 SH   SOLE   6,500 0 0
GRAYSCALE ETHEREUM TRUST ETN 389638107   1,448 304,200 SH   SOLE   304,200 0 0
ISHARES MSCI JAPAN ETF ETF 46434G822   22,647 416,000 SH   SOLE   416,000 0 0
ISHARES CHINA LARGE-CAP ETF ETF 464287184   6,336 223,900 SH   SOLE   223,900 0 0
ISHARES NASDAQ BIOTECHNOLOGY ETF 464287556   5,258 40,050 SH   SOLE   40,050 0 0
KRANESHARES CSI CHINA INTERN ETF 500767306   1,154 38,200 SH   SOLE   38,200 0 0
INVESCO QQQ TRUST SERIES 1 ETF 46090E103   38,398 144,200 SH   SOLE   144,200 0 0
SHAKE SHACK INC - CLASS A COM 819047101   1,557 37,500 SH   SOLE   37,500 0 0
VANECK SEMICONDUCTOR ETF ETF 92189F676   8,655 42,650 SH   SOLE   42,650 0 0
VANGUARD FTSE EUROPE ETF ETF 922042874   17,624 317,900 SH   SOLE   317,900 0 0
MICROSOFT CORP COM 594918104   229 955 SH   SOLE   955 0 0
AMPLIFY TRANSFOR DATA SHARIN ETF 032108607   1,013 67,000 SH   SOLE   67,000 0 0
GXO LOGISTICS INC COM 36262G101   982 23,000 SH   SOLE   23,000 0 0
VALMONT INDUSTRIES COM 920253101   1,323 4,000 SH   SOLE   4,000 0 0
PETCO HEALTH AND WELLNESS CO COM 71601V105   1,037 109,360 SH   SOLE   109,360 0 0
APPLE INC COM 037833100   201 1,544 SH   SOLE   1,544 0 0
TESLA INC COM 88160R101   222 1,800 SH   SOLE   1,800 0 0
AVALONBAY COMMUNITIES INC COM 053484101   2,730 16,900 SH   SOLE   16,900 0 0
EQUITY RESIDENTIAL COM 29476L107   2,746 46,550 SH   SOLE   46,550 0 0
TRITON INTERNATIONAL LTD COM G9078F107   4,828 70,200 SH   SOLE   70,200 0 0
VANGUARD REAL ESTATE ETF ETF 922908553   3,835 46,500 SH   SOLE   46,500 0 0
ISHARES IBOXX INVESTMENT GRA ETF 464287242   27,338 259,300 SH   SOLE   259,300 0 0