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
ALPHABET INC CAP STK CL A 02079K305   835,056 5,400 SH   SOLE   5,400 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103   641,613 2,100 SH   SOLE   2,100 0 0
CONSTELLATION ENERGY CORP COM 21037T109   221,793 1,100 SH   SOLE   1,100 0 0
DELTA AIR LINES INC DEL COM NEW 247361702   667,080 15,300 SH   SOLE   15,300 0 0
DISNEY WALT CO COM 254687106   513,240 5,200 SH   SOLE   5,200 0 0
GILEAD SCIENCES INC COM 375558103   246,510 2,200 SH   SOLE   2,200 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   9,894,212 21,100 SH   SOLE   21,100 0 0
INVESCO QQQ TR PUT 46090E953   35,169,000 75,000 SH Put SOLE   0 0 0
INVESCO EXCH TRADED FD TR II S&P 500 HB ETF 46138E370   2,723,448 34,800 SH   SOLE   34,800 0 0
ISHARES TR 20 YR TR BD ETF 464287432   12,289,050 135,000 SH   SOLE   135,000 0 0
ISHARES TR US HLTHCARE ETF 464287762   1,601,407 26,300 SH   SOLE   26,300 0 0
KLA CORP COM NEW 482480100   339,900 500 SH   SOLE   500 0 0
MCKESSON CORP COM 58155Q103   942,186 1,400 SH   SOLE   1,400 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307   875,620 2,000 SH   SOLE   2,000 0 0
NEXSTAR MEDIA GROUP INC COMMON STOCK 65336K103   286,752 1,600 SH   SOLE   1,600 0 0
PAYCHEX INC COM 704326107   262,276 1,700 SH   SOLE   1,700 0 0
QUALCOMM INC COM 747525103   506,913 3,300 SH   SOLE   3,300 0 0
QUEST DIAGNOSTICS INC COM 74834L100   642,960 3,800 SH   SOLE   3,800 0 0
ROBINHOOD MKTS INC CALL 770700902   2,185,050 52,500 SH Call SOLE   52,500 0 0
SPDR SER TR S&P METALS MNG 78464A755   2,586,738 46,200 SH   SOLE   46,200 0 0
SALESFORCE INC COM 79466L302   858,752 3,200 SH   SOLE   3,200 0 0
SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100   8,168,100 95,000 SH   SOLE   95,000 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506   10,942,995 117,100 SH   SOLE   117,100 0 0
SELECT SECTOR SPDR TR FINANCIAL 81369Y605   7,451,576 149,600 SH   SOLE   149,600 0 0
SELECT SECTOR SPDR TR COMMUNICATION 81369Y852   1,543,200 16,000 SH   SOLE   16,000 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886   1,616,425 20,500 SH   SOLE   20,500 0 0
T-MOBILE US INC COM 872590104   266,710 1,000 SH   SOLE   1,000 0 0
UNITED STS BRENT OIL FD LP UNIT 91167Q100   4,395,843 141,300 SH   SOLE   141,300 0 0
UNITED STS GASOLINE FD LP UNITS 91201T102   1,284,990 20,000 SH   SOLE   20,000 0 0
UNITED STS OIL FD LP UNITS 91232N207   3,170,530 41,000 SH   SOLE   41,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102   785,625 1,500 SH   SOLE   1,500 0 0
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676   9,896,796 46,800 SH   SOLE   46,800 0 0
VERALTO CORP COM SHS 92338C103   906,285 9,300 SH   SOLE   9,300 0 0
VS TRUST -1X SHRT VIX FUT 92891H101   1,543,806 75,900 SH   SOLE   75,900 0 0
WABTEC COM 929740108   834,210 4,600 SH   SOLE   4,600 0 0