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   6,234 231,850 SH   SOLE   231,850 0 0
FIRST TRUST NASDAQ CYBERSECU ETF 33734X846   295 6,500 SH   SOLE   6,500 0 0
GRAYSCALE ETHEREUM TRUST ETN 389638107   3,164 318,300 SH   SOLE   318,300 0 0
ISHARES MSCI JAPAN ETF ETF 46434G822   19,932 322,000 SH   SOLE   322,000 0 0
ISHARES NASDAQ BIOTECHNOLOGY ETF 464287556   5,180 40,800 SH   SOLE   40,800 0 0
VANECK OIL SERVICES ETF COM 92189H607   1,093 3,800 SH   SOLE   3,800 0 0
INVESCO QQQ TRUST SERIES 1 ETF 46090E103   40,415 109,400 SH   SOLE   109,400 0 0
INVESCO QQQ TRUST SERIES 1 ETF 46090E103   44,109 1,194 SH Put SOLE   1,194 0 0
SHAKE SHACK INC - CLASS A COM 819047101   3,047 39,200 SH   SOLE   39,200 0 0
VANGUARD FTSE EUROPE ETF ETF 922042874   16,764 271,700 SH   SOLE   271,700 0 0
ENERGY SELECT SECTOR SPDR ETF 81369Y506   3,011 37,100 SH   SOLE   37,100 0 0
SPDR S&P OIL & GAS EXP & PR COM 78468R556   1,121 8,700 SH   SOLE   8,700 0 0
AVALONBAY COMMUNITIES INC COM 053484101   3,255 17,200 SH   SOLE   17,200 0 0
EQUITY RESIDENTIAL COM 29476L107   3,196 48,450 SH   SOLE   48,450 0 0
FOUR CORNERS PROPERTY TRUST COM 35086T109   4,526 178,200 SH   SOLE   178,200 0 0
SPDR GOLD SHARES ETF 78463V107   5,068 28,430 SH   SOLE   28,430 0 0
ISHARES IBOXX INVESTMENT GRA ETF 464287242   40,715 376,500 SH   SOLE   376,500 0 0
AMPLIFY TRANSFOR DATA SHARIN ETF 032108607   1,524 67,000 SH   SOLE   67,000 0 0
MATERIALS SELECT SECTOR SPDR ETF 81369Y100   1,964 23,700 SH   SOLE   23,700 0 0
ISHARES NATIONAL MUNI BOND E COM 464288414   203 1,900 SH   SOLE   1,900 0 0
ISHARES SHORT-TERM NATIONAL COM 464288158   146 1,400 SH   SOLE   1,400 0 0
VANECK HIGH YIELD MUNI ETF COM 92189H409   154 3,000 SH   SOLE   3,000 0 0
ALERIAN MLP ETF COM 00162Q452   118 3,000 SH   SOLE   3,000 0 0
GXO LOGISTICS INC COM 36262G101   1,445 23,000 SH   SOLE   23,000 0 0
VALMONT INDUSTRIES COM 920253101   1,164 4,000 SH   SOLE   4,000 0 0
VANGUARD REAL ESTATE ETF ETF 922908553   3,886 46,500 SH   SOLE   46,500 0 0