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
3M CO COM 88579Y101   233,844 1,950 SH   SOLE   1,950 0 0
ABRDN GOLD ETF TRUST PHYSCL GOLD SHS 00326A104   174,700 10,000 SH   SOLE   10,000 0 0
ADVISORSHARES TR PURE US CANNABIS 00768Y453   104,850 15,000 SH   SOLE   15,000 0 0
ALBEMARLE CORP COM 012653101   216,860 1,000 SH   SOLE   1,000 0 0
ALPS ETF TR ALERIAN MLP 00162Q452   266,490 7,000 SH   SOLE   7,000 0 0
AMNEAL PHARMACEUTICALS INC COM STK CL A 03168L105   99,500 50,000 SH   SOLE   50,000 0 0
ARAMARK COM 03852U106   413,400 10,000 SH   SOLE   10,000 0 0
ARCONIC CORPORATION COM 03966V107   687,700 32,500 SH   SOLE   32,500 0 0
ARCOS DORADOS HOLDINGS INC SHS CLASS -A - G0457F107   2,634,102 315,084 SH   SOLE   315,084 0 0
AT&T INC COM 00206R102   194,833 10,583 SH   SOLE   10,583 0 0
BANCO BILBAO VIZCAYA ARGENTA SPONSORED ADR 05946K101   81,135 13,500 SH   SOLE   13,500 0 0
BANK AMERICA CORP COM 060505104   738,576 22,300 SH   SOLE   22,300 0 0
BARCLAYS PLC ADR 06738E204   1,159,860 148,700 SH   SOLE   148,700 0 0
BARRICK GOLD CORP COM 067901108   673,456 39,200 SH   SOLE   39,200 0 0
BOEING CO COM 097023105   1,226,756 6,440 SH   SOLE   6,440 0 0
BP PLC SPONSORED ADR 055622104   3,105,845 88,916 SH   SOLE   88,916 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   852,608 11,850 SH   SOLE   11,850 0 0
BROOKDALE SR LIVING INC COM 112463104   565,110 207,000 SH   SOLE   207,000 0 0
C3 AI INC CL A 12468P104   190,790 17,050 SH   SOLE   17,050 0 0
CARNIVAL CORP COMMON STOCK 143658300   161,200 20,000 SH   SOLE   20,000 0 0
CHEVRON CORP NEW COM 166764100   2,345,396 13,067 SH   SOLE   13,067 0 0
CINEMARK HLDGS INC COM 17243V102   627,850 72,500 SH   SOLE   72,500 0 0
COCA COLA CO COM 191216100   483,436 7,600 SH   SOLE   7,600 0 0
CONOCOPHILLIPS COM 20825C104   295,000 2,500 SH   SOLE   2,500 0 0
CORTEVA INC COM 22052L104   579,865 9,865 SH   SOLE   9,865 0 0
CRISPR THERAPEUTICS AG NAMEN AKT H17182108   637,189 15,675 SH   SOLE   15,675 0 0
DELTA AIR LINES INC DEL COM NEW 247361702   433,752 13,200 SH   SOLE   13,200 0 0
DEVON ENERGY CORP NEW COM 25179M103   369,060 6,000 SH   SOLE   6,000 0 0
DISNEY WALT CO COM 254687106   404,861 4,660 SH   SOLE   4,660 0 0
DOW INC COM 260557103   744,008 14,765 SH   SOLE   14,765 0 0
DUPONT DE NEMOURS INC COM 26614N102   1,680,131 24,481 SH   SOLE   24,481 0 0
EBAY INC. COM 278642103   373,230 9,000 SH   SOLE   9,000 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108   290,979 3,900 SH   SOLE   3,900 0 0
EL POLLO LOCO HLDGS INC COM 268603107   364,536 36,600 SH   SOLE   36,600 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103   567,008 46,400 SH   SOLE   46,400 0 0
ERICSSON ADR B SEK 10 294821608   105,120 18,000 SH   SOLE   18,000 0 0
ETF MANAGERS TR ETFMG ALTR HRVST 26924G508   93,720 22,000 SH   SOLE   22,000 0 0
FEDEX CORP COM 31428X106   1,515,500 8,750 SH   SOLE   8,750 0 0
FORD MTR CO DEL COM 345370860   636,161 54,700 SH   SOLE   54,700 0 0
FRANCO NEV CORP COM 351858105   464,032 3,400 SH   SOLE   3,400 0 0
GAMING & LEISURE PPTYS INC COM 36467J108   5,378,813 103,260 SH   SOLE   103,260 0 0
GENERAL ELECTRIC CO COM NEW 369604301   4,254,689 50,778 SH   SOLE   50,778 0 0
GENERAL MTRS CO COM 37045V100   248,936 7,400 SH   SOLE   7,400 0 0
GLACIER BANCORP INC NEW COM 37637Q105   14,723,355 297,923 SH   SOLE   297,923 0 0
GOODYEAR TIRE & RUBR CO COM 382550101   517,650 51,000 SH   SOLE   51,000 0 0
HONDA MOTOR LTD AMERN SHS 438128308   342,900 15,000 SH   SOLE   15,000 0 0
HOWMET AEROSPACE INC COM 443201108   1,164,566 29,550 SH   SOLE   29,550 0 0
HP INC COM 40434L105   403,050 15,000 SH   SOLE   15,000 0 0
IMAX CORP COM 45245E109   806,300 55,000 SH   SOLE   55,000 0 0
INTEL CORP COM 458140100   1,184,064 44,800 SH   SOLE   44,800 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   1,197,565 8,500 SH   SOLE   8,500 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357   494,375 3,500 SH   SOLE   3,500 0 0
ISHARES SILVER TR ISHARES 46428Q109   275,250 12,500 SH   SOLE   12,500 0 0
ISHARES TR MSCI EURO FL ETF 464289180   767,814 43,800 SH   SOLE   43,800 0 0
ISHARES TR EUROPE ETF 464287861   294,385 6,500 SH   SOLE   6,500 0 0
ISHARES TR CHINA LG-CAP ETF 464287184   209,420 7,400 SH   SOLE   7,400 0 0
JPMORGAN CHASE & CO COM 46625H100   576,630 4,300 SH   SOLE   4,300 0 0
KINDER MORGAN INC DEL COM 49456B101   226,000 12,500 SH   SOLE   12,500 0 0
KNOWLES CORP COM 49926D109   200,324 12,200 SH   SOLE   12,200 0 0
KRANESHARES TR CSI CHI INTERNET 500767306   324,650 10,750 SH   SOLE   10,750 0 0
KYNDRYL HLDGS INC COMMON STOCK 50155Q100   211,280 19,000 SH   SOLE   19,000 0 0
LENNAR CORP CL B 526057302   224,340 3,000 SH   SOLE   3,000 0 0
LINDBLAD EXPEDITIONS HLDGS I COM 535219109   562,100 73,000 SH   SOLE   73,000 0 0
LOEWS CORP COM 540424108   1,224,930 21,000 SH   SOLE   21,000 0 0
LYFT INC CL A COM 55087P104   899,232 81,600 SH   SOLE   81,600 0 0
MAG SILVER CORP COM 55903Q104   703,350 45,000 SH   SOLE   45,000 0 0
MCDONALDS CORP COM 580135101   263,530 1,000 SH   SOLE   1,000 0 0
MEDTRONIC PLC SHS G5960L103   458,548 5,900 SH   SOLE   5,900 0 0
MERCK & CO INC COM 58933Y105   1,808,485 16,300 SH   SOLE   16,300 0 0
MGM RESORTS INTERNATIONAL COM 552953101   888,545 26,500 SH   SOLE   26,500 0 0
NEW GOLD INC CDA COM 644535106   448,350 457,500 SH   SOLE   457,500 0 0
NEW YORK CMNTY BANCORP INC COM 649445103   517,944 60,226 SH   SOLE   60,226 0 0
NEWMONT CORP COM 651639106   889,720 18,850 SH   SOLE   18,850 0 0
NUTANIX INC CL A 67059N108   1,099,310 42,200 SH   SOLE   42,200 0 0
ORGANON & CO COMMON STOCK 68622V106   572,565 20,500 SH   SOLE   20,500 0 0
OWENS CORNING NEW COM 690742101   452,090 5,300 SH   SOLE   5,300 0 0
PARAMOUNT GLOBAL CLASS B COM 92556H206   509,776 30,200 SH   SOLE   30,200 0 0
PENN ENTERTAINMENT INC COM 707569109   5,145,525 173,250 SH   SOLE   173,250 0 0
PFIZER INC COM 717081103   204,960 4,000 SH   SOLE   4,000 0 0
PROSHARES TR SHORT QQQ NEW 74347B714   2,656,960 180,500 SH   SOLE   180,500 0 0
PROSHARES TR SHRT 20+YR TRE 74347X849   396,900 17,500 SH   SOLE   17,500 0 0
SCHLUMBERGER LTD COM STK 806857108   2,566,080 48,000 SH   SOLE   48,000 0 0
SCHWAB CHARLES CORP COM 808513105   1,498,680 18,000 SH   SOLE   18,000 0 0
SHAKE SHACK INC CL A 819047101   909,507 21,900 SH   SOLE   21,900 0 0
SHELL PLC SPON ADS 780259305   4,194,381 73,650 SH   SOLE   73,650 0 0
SKECHERS U S A INC CL A 830566105   222,335 5,300 SH   SOLE   5,300 0 0
SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 833635105   1,644,704 20,600 SH   SOLE   20,600 0 0
SOUTHWEST AIRLS CO COM 844741108   999,999 29,700 SH   SOLE   29,700 0 0
SPROTT PHYSICAL GOLD TR UNIT 85207H104   1,424,100 101,000 SH   SOLE   101,000 0 0
SPROTT PHYSICAL SILVER TR TR UNIT 85207K107   502,640 61,000 SH   SOLE   61,000 0 0
TRIPADVISOR INC COM 896945201   359,600 20,000 SH   SOLE   20,000 0 0
UBER TECHNOLOGIES INC COM 90353T100   1,232,791 49,850 SH   SOLE   49,850 0 0
UNILEVER PLC SPON ADR NEW 904767704   1,082,525 21,500 SH   SOLE   21,500 0 0
UNITED PARCEL SERVICE INC CL B 911312106   1,986,644 11,428 SH   SOLE   11,428 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106   1,332,690 46,500 SH   SOLE   46,500 0 0
VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874   1,918,224 34,600 SH   SOLE   34,600 0 0
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775   230,644 4,600 SH   SOLE   4,600 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   2,198,520 55,800 SH   SOLE   55,800 0 0
VIATRIS INC COM 92556V106   685,608 61,600 SH   SOLE   61,600 0 0
WABTEC COM 929740108   274,478 2,750 SH   SOLE   2,750 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108   209,216 5,600 SH   SOLE   5,600 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104   397,335 41,913 SH   SOLE   41,913 0 0
WELLS FARGO CO NEW COM 949746101   1,614,439 39,100 SH   SOLE   39,100 0 0
WESTROCK CO COM 96145D105   422,799 12,025 SH   SOLE   12,025 0 0
WILLIAMS COS INC COM 969457100   802,760 24,400 SH   SOLE   24,400 0 0
WISDOMTREE TR EUROPE SMCP DV 97717W869   519,799 9,500 SH   SOLE   9,500 0 0
WYNN RESORTS LTD COM 983134107   2,284,419 27,700 SH   SOLE   27,700 0 0