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
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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   417,545 4,460 SH   SOLE   0 0 4,460
ABRDN GOLD ETF TRUST PHYSCL GOLD SHS 00326A104   176,900 10,000 SH   SOLE   0 0 10,000
ADVISORSHARES TR PURE US CANNABIS 00768Y453   238,200 30,000 SH   SOLE   0 0 30,000
ALPHABET INC CAP STK CL C 02079K107   237,330 1,800 SH   SOLE   0 0 1,800
AMNEAL PHARMACEUTICALS INC COM STK CL A 03168L105   357,012 84,600 SH   SOLE   0 0 84,600
ARAMARK COM 03852U106   329,650 9,500 SH   SOLE   0 0 9,500
ARCOS DORADOS HOLDINGS INC SHS CLASS -A - G0457F107   2,676,140 282,890 SH   SOLE   0 0 282,890
AT&T INC COM 00206R102   247,830 16,500 SH   SOLE   0 0 16,500
AXONICS INC COM 05465P101   453,169 8,075 SH   SOLE   0 0 8,075
BAIDU INC SPON ADR REP A 056752108   231,755 1,725 SH   SOLE   0 0 1,725
BANK AMERICA CORP COM 060505104   692,714 25,300 SH   SOLE   0 0 25,300
BARCLAYS PLC ADR 06738E204   1,198,881 153,900 SH   SOLE   0 0 153,900
BARRICK GOLD CORP COM 067901108   606,735 41,700 SH   SOLE   0 0 41,700
BOEING CO COM 097023105   1,300,549 6,785 SH   SOLE   0 0 6,785
BP PLC SPONSORED ADR 055622104   3,384,133 87,400 SH   SOLE   0 0 87,400
BRISTOL-MYERS SQUIBB CO COM 110122108   995,386 17,150 SH   SOLE   0 0 17,150
BROOKDALE SR LIVING INC COM 112463104   753,480 182,000 SH   SOLE   0 0 182,000
C3 AI INC CL A 12468P104   477,224 18,700 SH   SOLE   0 0 18,700
CAMECO CORP COM 13321L108   285,408 7,200 SH   SOLE   0 0 7,200
CARNIVAL CORP COMMON STOCK 143658300   233,240 17,000 SH   SOLE   0 0 17,000
CHEVRON CORP NEW COM 166764100   2,283,452 13,542 SH   SOLE   0 0 13,542
CINEMARK HLDGS INC COM 17243V102   1,504,700 82,000 SH   SOLE   0 0 82,000
COCA COLA CO COM 191216100   425,448 7,600 SH   SOLE   0 0 7,600
CONOCOPHILLIPS COM 20825C104   335,440 2,800 SH   SOLE   0 0 2,800
CORTEVA INC COM 22052L104   504,693 9,865 SH   SOLE   0 0 9,865
CRISPR THERAPEUTICS AG NAMEN AKT H17182108   1,022,410 22,525 SH   SOLE   0 0 22,525
DELTA AIR LINES INC DEL COM NEW 247361702   210,900 5,700 SH   SOLE   0 0 5,700
DEVON ENERGY CORP NEW COM 25179M103   286,200 6,000 SH   SOLE   0 0 6,000
DISNEY WALT CO COM 254687106   652,453 8,050 SH   SOLE   0 0 8,050
DOW INC COM 260557103   794,024 15,400 SH   SOLE   0 0 15,400
DUPONT DE NEMOURS INC COM 26614N102   1,751,224 23,478 SH   SOLE   0 0 23,478
DUTCH BROS INC CL A 26701L100   209,250 9,000 SH   SOLE   0 0 9,000
EBAY INC. COM 278642103   396,810 9,000 SH   SOLE   0 0 9,000
EDWARDS LIFESCIENCES CORP COM 28176E108   270,192 3,900 SH   SOLE   0 0 3,900
EL POLLO LOCO HLDGS INC COM 268603107   134,250 15,000 SH   SOLE   0 0 15,000
ELANCO ANIMAL HEALTH INC COM 28414H103   941,912 83,800 SH   SOLE   0 0 83,800
ERICSSON ADR B SEK 10 294821608   94,770 19,500 SH   SOLE   0 0 19,500
FEDEX CORP COM 31428X106   2,006,769 7,575 SH   SOLE   0 0 7,575
FORD MTR CO DEL COM 345370860   921,564 74,200 SH   SOLE   0 0 74,200
FRANCO NEV CORP COM 351858105   200,235 1,500 SH   SOLE   0 0 1,500
GAMING & LEISURE PPTYS INC COM 36467J108   4,361,868 95,760 SH   SOLE   0 0 95,760
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107   1,115,721 16,398 SH   SOLE   0 0 16,398
GENERAL ELECTRIC CO COM NEW 369604301   5,452,880 49,325 SH   SOLE   0 0 49,325
GENERAL MTRS CO COM 37045V100   217,602 6,600 SH   SOLE   0 0 6,600
GLACIER BANCORP INC NEW COM 37637Q105   8,775,806 307,923 SH   SOLE   0 0 307,923
GOODYEAR TIRE & RUBR CO COM 382550101   665,005 53,500 SH   SOLE   0 0 53,500
HONDA MOTOR LTD AMERN SHS 438128308   507,964 15,100 SH   SOLE   0 0 15,100
HOWMET AEROSPACE INC COM 443201108   1,362,063 29,450 SH   SOLE   0 0 29,450
IMAX CORP COM 45245E109   1,010,436 52,300 SH   SOLE   0 0 52,300
INTEL CORP COM 458140100   1,919,700 54,000 SH   SOLE   0 0 54,000
INTERNATIONAL BUSINESS MACHS COM 459200101   1,571,360 11,200 SH   SOLE   0 0 11,200
INTERNATIONAL FLAVORS&FRAGRA COM 459506101   480,599 7,050 SH   SOLE   0 0 7,050
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357   495,915 3,500 SH   SOLE   0 0 3,500
ISHARES SILVER TR ISHARES 46428Q109   254,250 12,500 SH   SOLE   0 0 12,500
ISHARES TR EUROPE ETF 464287861   310,245 6,500 SH   SOLE   0 0 6,500
ISHARES TR MSCI EURO FL ETF 464289180   680,760 36,000 SH   SOLE   0 0 36,000
JPMORGAN CHASE & CO COM 46625H100   739,602 5,100 SH   SOLE   0 0 5,100
KINDER MORGAN INC DEL COM 49456B101   207,250 12,500 SH   SOLE   0 0 12,500
KRAFT HEINZ CO COM 500754106   654,298 19,450 SH   SOLE   0 0 19,450
KRANESHARES TR CSI CHI INTERNET 500767306   443,394 16,200 SH   SOLE   0 0 16,200
KYNDRYL HLDGS INC COMMON STOCK 50155Q100   211,400 14,000 SH   SOLE   0 0 14,000
LINDBLAD EXPEDITIONS HLDGS I COM 535219109   863,280 119,900 SH   SOLE   0 0 119,900
LOEWS CORP COM 540424108   1,329,510 21,000 SH   SOLE   0 0 21,000
LYFT INC CL A COM 55087P104   1,223,167 116,050 SH   SOLE   0 0 116,050
MAG SILVER CORP COM 55903Q104   591,090 57,000 SH   SOLE   0 0 57,000
MCDONALDS CORP COM 580135101   342,472 1,300 SH   SOLE   0 0 1,300
MEDTRONIC PLC SHS G5960L103   340,082 4,340 SH   SOLE   0 0 4,340
MERCK & CO INC COM 58933Y105   1,899,428 18,450 SH   SOLE   0 0 18,450
MGM RESORTS INTERNATIONAL COM 552953101   790,340 21,500 SH   SOLE   0 0 21,500
NEW GOLD INC CDA COM 644535106   393,527 432,400 SH   SOLE   0 0 432,400
NEW YORK CMNTY BANCORP INC COM 649445103   226,800 20,000 SH   SOLE   0 0 20,000
NEWMONT CORP COM 651639106   563,488 15,250 SH   SOLE   0 0 15,250
NUTANIX INC CL A 67059N108   1,471,936 42,200 SH   SOLE   0 0 42,200
ORGANON & CO COMMON STOCK 68622V106   216,132 12,450 SH   SOLE   0 0 12,450
PARAMOUNT GLOBAL CLASS B COM 92556H206   433,440 33,600 SH   SOLE   0 0 33,600
PENN ENTERTAINMENT INC COM 707569109   4,533,773 197,550 SH   SOLE   0 0 197,550
PFIZER INC COM 717081103   222,239 6,700 SH   SOLE   0 0 6,700
PROSHARES TR SHORT QQQ NEW 74347B714   2,450,250 225,000 SH   SOLE   0 0 225,000
PROSHARES TR SHRT 20+YR TRE 74347X849   440,125 17,500 SH   SOLE   0 0 17,500
SCHLUMBERGER LTD COM STK 806857108   2,361,150 40,500 SH   SOLE   0 0 40,500
SCHWAB CHARLES CORP COM 808513105   1,152,900 21,000 SH   SOLE   0 0 21,000
SHAKE SHACK INC CL A 819047101   1,376,259 23,700 SH   SOLE   0 0 23,700
SHELL PLC SPON ADS 780259305   4,799,544 74,550 SH   SOLE   0 0 74,550
SKECHERS U S A INC CL A 830566105   259,435 5,300 SH   SOLE   0 0 5,300
SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 833635105   1,378,377 23,100 SH   SOLE   0 0 23,100
SOUTHWEST AIRLS CO COM 844741108   1,402,226 51,800 SH   SOLE   0 0 51,800
SPDR INDEX SHS FDS EURO STOXX 50 78463X202   210,050 5,000 SH   SOLE   0 0 5,000
SPROTT PHYSICAL GOLD TR UNIT 85207H104   1,417,680 99,000 SH   SOLE   0 0 99,000
SPROTT PHYSICAL SILVER TR TR UNIT 85207K107   462,380 61,000 SH   SOLE   0 0 61,000
TARGET CORP COM 87612E106   425,695 3,850 SH   SOLE   0 0 3,850
TRIPADVISOR INC COM 896945201   290,150 17,500 SH   SOLE   0 0 17,500
UBER TECHNOLOGIES INC COM 90353T100   2,005,164 43,600 SH   SOLE   0 0 43,600
UNILEVER PLC SPON ADR NEW 904767704   1,558,570 31,550 SH   SOLE   0 0 31,550
UNITED PARCEL SERVICE INC CL B 911312106   1,745,744 11,200 SH   SOLE   0 0 11,200
V F CORP COM 918204108   520,382 29,450 SH   SOLE   0 0 29,450
VANECK ETF TRUST GOLD MINERS ETF 92189F106   1,342,809 49,900 SH   SOLE   0 0 49,900
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775   238,602 4,600 SH   SOLE   0 0 4,600
VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874   1,992,792 34,400 SH   SOLE   0 0 34,400
VERIZON COMMUNICATIONS INC COM 92343V104   2,130,958 65,750 SH   SOLE   0 0 65,750
VIATRIS INC COM 92556V106   774,010 78,500 SH   SOLE   0 0 78,500
WABTEC COM 929740108   276,303 2,600 SH   SOLE   0 0 2,600
WARNER BROS DISCOVERY INC COM SER A 934423104   627,306 57,763 SH   SOLE   0 0 57,763
WELLS FARGO CO NEW COM 949746101   1,638,486 40,100 SH   SOLE   0 0 40,100
WESTROCK CO COM 96145D105   658,720 18,400 SH   SOLE   0 0 18,400
WILLIAMS COS INC COM 969457100   822,036 24,400 SH   SOLE   0 0 24,400
WISDOMTREE TR EUROPE SMCP DV 97717W869   550,935 10,500 SH   SOLE   0 0 10,500
WYNN RESORTS LTD COM 983134107   2,062,130 22,315 SH   SOLE   0 0 22,315