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
Estimated average burden
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
BLOOMIN' BRANDS INC COM 094235108   5,660 220,650 SH   SOLE   220,650 0 0
FIRST TRUST NASDAQ CYBERSECU ETF 33734X846   278 6,500 SH   SOLE   6,500 0 0
GRAYSCALE ETHEREUM TRUST ETN 389638107   2,616 305,300 SH   SOLE   305,300 0 0
ISHARES MSCI JAPAN ETF ETF 46434G822   18,875 321,600 SH   SOLE   321,600 0 0
ISHARES CHINA LARGE-CAP ETF ETF 464287184   7,610 257,700 SH   SOLE   257,700 0 0
ISHARES NASDAQ BIOTECHNOLOGY ETF 464287556   5,179 40,100 SH   SOLE   40,100 0 0
KRANESHARES CSI CHINA INTERN ETF 500767306   880 28,200 SH   SOLE   28,200 0 0
VANECK OIL SERVICES ETF COM 92189H607   1,025 3,700 SH   SOLE   3,700 0 0
INVESCO QQQ TRUST SERIES 1 ETF 46090E103   33,890 105,600 SH   SOLE   105,600 0 0
SHAKE SHACK INC - CLASS A COM 819047101   2,086 37,600 SH   SOLE   37,600 0 0
VANECK SEMICONDUCTOR ETF ETF 92189F676   10,830 41,150 SH   SOLE   41,150 0 0
VANGUARD FTSE EUROPE ETF ETF 922042874   16,560 271,700 SH   SOLE   271,700 0 0
ENERGY SELECT SECTOR SPDR ETF 81369Y506   3,056 36,900 SH   SOLE   36,900 0 0
SPDR S&P OIL & GAS EXP & PR COM 78468R556   1,085 8,500 SH   SOLE   8,500 0 0
MICROSOFT CORP COM 594918104   275 955 SH   SOLE   955 0 0
APPLE INC COM 037833100   255 1,544 SH   SOLE   1,544 0 0
TESLA INC COM 88160R101   373 1,800 SH   SOLE   1,800 0 0
AVALONBAY COMMUNITIES INC COM 053484101   2,840 16,900 SH   SOLE   16,900 0 0
EQUITY RESIDENTIAL COM 29476L107   2,799 46,650 SH   SOLE   46,650 0 0
SPDR GOLD SHARES ETF 78463V107   5,099 27,830 SH   SOLE   27,830 0 0
TRITON INTERNATIONAL LTD COM G9078F107   4,406 69,700 SH   SOLE   69,700 0 0
ISHARES IBOXX INVESTMENT GRA ETF 464287242   28,334 258,500 SH   SOLE   258,500 0 0
AMPLIFY TRANSFOR DATA SHARIN ETF 032108607   1,296 67,000 SH   SOLE   67,000 0 0
MATERIALS SELECT SECTOR SPDR ETF 81369Y100   1,912 23,700 SH   SOLE   23,700 0 0
GXO LOGISTICS INC COM 36262G101   1,161 23,000 SH   SOLE   23,000 0 0
VALMONT INDUSTRIES COM 920253101   1,277 4,000 SH   SOLE   4,000 0 0
VANGUARD REAL ESTATE ETF ETF 922908553   3,861 46,500 SH   SOLE   46,500 0 0