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
ALASKA AIR GROUP INC COM 011659109   1,068,375 16,500 SH   SOLE   16,500 0 0
AMPHENOL CORP NEW CL A 032095101   902,850 13,000 SH   SOLE   13,000 0 0
AVERY DENNISON CORP COM 053611109   486,538 2,600 SH   SOLE   2,600 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   231,896 4,100 SH   SOLE   4,100 0 0
THE CIGNA GROUP COM 125523100   303,754 1,100 SH   SOLE   1,100 0 0
CINTAS CORP COM 172908105   438,480 2,400 SH   SOLE   2,400 0 0
CORNING INC COM 219350105   836,352 17,600 SH   SOLE   17,600 0 0
DELTA AIR LINES INC DEL COM NEW 247361702   1,089,000 18,000 SH   SOLE   18,000 0 0
ECOLAB INC COM 278865100   937,280 4,000 SH   SOLE   4,000 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104   207,860 1,900 SH   SOLE   1,900 0 0
HOWMET AEROSPACE INC COM 443201108   459,354 4,200 SH   SOLE   4,200 0 0
ISHARES TR US TRSPRTION 464287192   8,723,287 129,100 SH   SOLE   129,100 0 0
ISHARES TR US HLTHCARE ETF 464287762   1,864,640 32,000 SH   SOLE   32,000 0 0
ISHARES TR U.S. BAS MTL ETF 464287838   1,870,992 14,400 SH   SOLE   14,400 0 0
ISHARES TR CALL 464287902   4,907,946 56,200 SH Call SOLE   56,200 0 0
KLA CORP COM NEW 482480100   504,096 800 SH   SOLE   800 0 0
MGIC INVT CORP WIS COM 552848103   201,535 8,500 SH   SOLE   8,500 0 0
NRG ENERGY INC COM NEW 629377508   1,145,794 12,700 SH   SOLE   12,700 0 0
NATIONAL FUEL GAS CO COM 636180101   212,380 3,500 SH   SOLE   3,500 0 0
CHORD ENERGY CORPORATION COM NEW 674215207   210,456 1,800 SH   SOLE   1,800 0 0
PARK HOTELS & RESORTS INC COM 700517105   156,177 11,100 SH   SOLE   11,100 0 0
SCHLUMBERGER LTD COM STK 806857108   479,250 12,500 SH   SOLE   12,500 0 0
SNAP ON INC COM 833034101   237,636 700 SH   SOLE   700 0 0
TERADYNE INC COM 880770102   201,472 1,600 SH   SOLE   1,600 0 0
UNITED AIRLS HLDGS INC COM 910047109   971,000 10,000 SH   SOLE   10,000 0 0
WABTEC COM 929740108   815,237 4,300 SH   SOLE   4,300 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   13,598,718 26,600 SH   SOLE   26,600 0 0
BAKER HUGHES COMPANY CL A 05722G100   328,160 8,000 SH   SOLE   8,000 0 0
DOLBY LABORATORIES INC COM CL A 25659T107   249,920 3,200 SH   SOLE   3,200 0 0
ENTERGY CORP NEW COM 29364G103   257,788 3,400 SH   SOLE   3,400 0 0
INVESCO EXCH TRADED FD TR II S&P 500 HB ETF 46138E370   8,696,565 98,100 SH   SOLE   98,100 0 0
MCKESSON CORP COM 58155Q103   797,874 1,400 SH   SOLE   1,400 0 0
MERCK & CO INC COM 58933Y105   248,700 2,500 SH   SOLE   2,500 0 0
NETAPP INC COM 64110D104   232,160 2,000 SH   SOLE   2,000 0 0
NEXTERA ENERGY INC COM 65339F101   817,266 11,400 SH   SOLE   11,400 0 0
NVIDIA CORPORATION COM 67066G104   2,282,930 17,000 SH   SOLE   17,000 0 0
ORACLE CORP COM 68389X105   466,592 2,800 SH   SOLE   2,800 0 0
QUEST DIAGNOSTICS INC COM 74834L100   211,204 1,400 SH   SOLE   1,400 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104   509,500 2,500 SH   SOLE   2,500 0 0
SPDR SER TR S&P METALS MNG 78464A755   5,907,675 104,100 SH   SOLE   104,100 0 0
SPDR SER TR S&P HOMEBUILD 78464A888   5,946,050 56,900 SH   SOLE   56,900 0 0
SPDR SER TR S&P OILGAS EXP 78468R556   6,221,390 47,000 SH   SOLE   47,000 0 0
SALESFORCE INC COM 79466L302   902,691 2,700 SH   SOLE   2,700 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506   5,936,238 69,300 SH   SOLE   69,300 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886   1,877,112 24,800 SH   SOLE   24,800 0 0
UNITED STS OIL FD LP CALL 91232N907   6,044,000 80,000 SH Call SOLE   80,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102   809,376 1,600 SH   SOLE   1,600 0 0
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676   13,731,039 56,700 SH   SOLE   56,700 0 0
VS TRUST -1X SHRT VIX FUT 92891H101   1,329,388 52,400 SH   SOLE   52,400 0 0
WASTE MGMT INC DEL COM 94106L109   786,981 3,900 SH   SOLE   3,900 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103   200,158 1,400 SH   SOLE   1,400 0 0