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
ABBVIE INC Common Stock 00287Y109   2,992,048 18,514 SH   SOLE   18,514 0 0
AMERISOURCEBERGEN CORP Common Stock 03073E105   3,040,281 18,347 SH   SOLE   18,347 0 0
ARCHER-DANIELS-MIDLAND CO Common Stock 039483102   5,410,927 58,276 SH   SOLE   58,276 0 0
AFLAC INC Common Stock 001055102   3,165,216 43,998 SH   SOLE   43,998 0 0
AMERICAN INTERNATIONAL GROUP Common Stock 026874784   5,417,961 85,673 SH   SOLE   85,673 0 0
ALBEMARLE CORP Common Stock 012653101   236,161 1,089 SH   SOLE   1,089 0 0
AMGEN INC Common Stock 031162100   2,900,334 11,043 SH   SOLE   11,043 0 0
AUTONATION INC Common Stock 05329W102   489,181 4,559 SH   SOLE   4,559 0 0
APA CORP Common Stock 03743Q108   6,835,492 146,433 SH   SOLE   146,433 0 0
ANTERO RESOURCES CORP Common Stock 03674X106   562,066 18,137 SH   SOLE   18,137 0 0
INVESCO SENIOR LOAN ETF ETP 46138G508   2,017,996 98,295 SH   SOLE   98,295 0 0
BUILDERS FIRSTSOURCE INC Common Stock 12008R107   547,003 8,431 SH   SOLE   8,431 0 0
BRISTOL-MYERS SQUIBB CO Common Stock 110122108   2,816,051 39,139 SH   SOLE   39,139 0 0
AVIS BUDGET GROUP INC Common Stock 053774105   450,644 2,749 SH   SOLE   2,749 0 0
CF INDUSTRIES HOLDINGS INC Common Stock 125269100   2,725,889 31,994 SH   SOLE   31,994 0 0
CIGNA CORP Common Stock 125523100   5,849,808 17,655 SH   SOLE   17,655 0 0
CLEVELAND-CLIFFS INC Common Stock 185899101   418,151 25,956 SH   SOLE   25,956 0 0
CANADIAN NATURAL RESOURCES Common Stock 136385101   568,072 10,230 SH   SOLE   10,230 0 0
CONOCOPHILLIPS Common Stock 20825C104   4,632,326 39,257 SH   SOLE   39,257 0 0
COTERRA ENERGY INC Common Stock 127097103   4,097,711 166,777 SH   SOLE   166,777 0 0
CENOVUS ENERGY INC Common Stock 15135U109   1,720,269 88,628 SH   SOLE   88,628 0 0
CVS HEALTH CORP Common Stock 126650100   2,328,818 24,990 SH   SOLE   24,990 0 0
CHEVRON CORP Common Stock 166764100   3,395,412 18,917 SH   SOLE   18,917 0 0
DATADOG INC - CLASS A Common Stock 23804L103   190,218 2,588 SH   SOLE   2,588 0 0
DISCOVER FINANCIAL SERVICES Common Stock 254709108   23,284 238 SH   SOLE   238 0 0
HF SINCLAIR CORP Common Stock 403949100   1,207,325 23,267 SH   SOLE   23,267 0 0
DOW INC Common Stock 260557103   523,502 10,389 SH   SOLE   10,389 0 0
DEVON ENERGY CORP Common Stock 25179M103   274,089 4,456 SH   SOLE   4,456 0 0
ISHARES MSCI CHILE ETF ETP 464286640   933,440 34,457 SH   SOLE   34,457 0 0
ENPHASE ENERGY INC Common Stock 29355A107   240,319 907 SH   SOLE   907 0 0
EOG RESOURCES INC Common Stock 26875P101   862,474 6,659 SH   SOLE   6,659 0 0
ISHARES MSCI PERU ETF ETP 464289842   296,304 10,335 SH   SOLE   10,335 0 0
EQT CORP Common Stock 26884L109   2,982,216 88,153 SH   SOLE   88,153 0 0
ISHARES MSCI AUSTRALIA ETF ETP 464286103   1,507,905 67,832 SH   SOLE   67,832 0 0
ISHARES MSCI ITALY ETF ETP 46434G830   800,899 29,729 SH   SOLE   29,729 0 0
ISHARES MSCI SPAIN ETF ETP 464286764   809,377 33,473 SH   SOLE   33,473 0 0
ISHARES MSCI FRANCE ETF ETP 464286707   803,458 24,259 SH   SOLE   24,259 0 0
ISHARES MSCI UNITED KINGDOM ETP 46435G334   644,381 21,017 SH   SOLE   21,017 0 0
ISHARES MSCI MEXICO ETF ETP 464286822   858,205 17,355 SH   SOLE   17,355 0 0
EXTRA SPACE STORAGE INC Common Stock 30225T102   10,008 68 SH   SOLE   68 0 0
DIAMONDBACK ENERGY INC Common Stock 25278X109   5,792,496 42,349 SH   SOLE   42,349 0 0
SPDR BLOOMBERG INVESTMENT GR ETP 78468R200   597,893 19,674 SH   SOLE   19,674 0 0
GENERAL MILLS INC Common Stock 370334104   3,243,150 38,678 SH   SOLE   38,678 0 0
GLOBE LIFE INC Common Stock 37959E102   3,163,232 26,240 SH   SOLE   26,240 0 0
GENUINE PARTS CO Common Stock 372460105   2,971,359 17,125 SH   SOLE   17,125 0 0
GLOBAL X MSCI GREECE ETF ETP 37954Y319   944,415 35,451 SH   SOLE   35,451 0 0
HESS CORP Common Stock 42809H107   294,560 2,077 SH   SOLE   2,077 0 0
HARTFORD FINANCIAL SVCS GRP Common Stock 416515104   2,667,927 35,183 SH   SOLE   35,183 0 0
HEWLETT PACKARD ENTERPRISE Common Stock 42824C109   5,077,626 318,147 SH   SOLE   318,147 0 0
HP INC Common Stock 40434L105   505,290 18,805 SH   SOLE   18,805 0 0
HERSHEY CO/THE Common Stock 427866108   2,898,330 12,516 SH   SOLE   12,516 0 0
IMPERIAL OIL LTD Common Stock 453038408   1,370,423 28,117 SH   SOLE   28,117 0 0
INVESCO LTD Common Stock G491BT108   54 3 SH   SOLE   3 0 0
ISHARES RUSSELL 1000 VALUE E ETP 464287598   7,880,189 51,963 SH   SOLE   51,963 0 0
JACK HENRY & ASSOCIATES INC Common Stock 426281101   2,991,542 17,040 SH   SOLE   17,040 0 0
JOHNSON & JOHNSON Common Stock 478160104   3,136,421 17,755 SH   SOLE   17,755 0 0
KELLOGG CO Common Stock 487836108   2,787,336 39,126 SH   SOLE   39,126 0 0
COCA-COLA CO/THE Common Stock 191216100   2,757,175 43,345 SH   SOLE   43,345 0 0
LKQ CORP Common Stock 501889208   24,942 467 SH   SOLE   467 0 0
LYONDELLBASELL INDU-CL A Common Stock N53745100   570,997 6,877 SH   SOLE   6,877 0 0
MCKESSON CORP Common Stock 58155Q103   3,104,118 8,275 SH   SOLE   8,275 0 0
METLIFE INC Common Stock 59156R108   2,788,633 38,533 SH   SOLE   38,533 0 0
MARSH & MCLENNAN COS Common Stock 571748102   13,238 80 SH   SOLE   80 0 0
MOSAIC CO/THE Common Stock 61945C103   4,713,349 107,439 SH   SOLE   107,439 0 0
MARATHON PETROLEUM CORP Common Stock 56585A102   7,100,023 61,002 SH   SOLE   61,002 0 0
MONOLITHIC POWER SYSTEMS INC Common Stock 609839105   231,261 654 SH   SOLE   654 0 0
MARATHON OIL CORP Common Stock 565849106   3,485,777 128,769 SH   SOLE   128,769 0 0
MARVELL TECHNOLOGY INC Common Stock 573874104   181,978 4,913 SH   SOLE   4,913 0 0
MOTOROLA SOLUTIONS INC Common Stock 620076307   13,916 54 SH   SOLE   54 0 0
NASDAQ INC Common Stock 631103108   12,147 198 SH   SOLE   198 0 0
NUCOR CORP Common Stock 670346105   3,208,255 24,340 SH   SOLE   24,340 0 0
OVINTIV INC Common Stock 69047Q102   565,417 11,150 SH   SOLE   11,150 0 0
OCCIDENTAL PETROLEUM CORP Common Stock 674599105   5,555,151 88,191 SH   SOLE   88,191 0 0
PEPSICO INC Common Stock 713448108   2,956,140 16,363 SH   SOLE   16,363 0 0
PRINCIPAL FINANCIAL GROUP Common Stock 74251V102   2,548,650 30,370 SH   SOLE   30,370 0 0
PROGRESSIVE CORP Common Stock 743315103   3,097,864 23,883 SH   SOLE   23,883 0 0
PUBLIC STORAGE Common Stock 74460D109   11,488 41 SH   SOLE   41 0 0
PHILLIPS 66 Common Stock 718546104   5,982,518 57,480 SH   SOLE   57,480 0 0
PIONEER NATURAL RESOURCES CO Common Stock 723787107   3,522,002 15,421 SH   SOLE   15,421 0 0
RAYMOND JAMES FINANCIAL INC Common Stock 754730109   29,597 277 SH   SOLE   277 0 0
INVESCO S&P 500 PURE VALUE E ETP 46137V258   25,284,859 324,248 SH   SOLE   324,248 0 0
REPUBLIC SERVICES INC Common Stock 760759100   2,775,994 21,521 SH   SOLE   21,521 0 0
SCHWAB SHORT-TERM US TREAS ETP 808524862   35,891,959 744,029 SH   SOLE   744,029 0 0
ISHARES 1-3 YEAR TREASURY BO ETP 464287457   26,688,777 328,801 SH   SOLE   328,801 0 0
ISHARES 0-5 YR HY CORP BOND ETP 46434V407   822,666 20,119 SH   SOLE   20,119 0 0
STEEL DYNAMICS INC Common Stock 858119100   752,388 7,701 SH   SOLE   7,701 0 0
SOUTHWESTERN ENERGY CO Common Stock 845467109   501,468 85,721 SH   SOLE   85,721 0 0
TECK RESOURCES LTD-CLS B Common Stock 878742204   867,780 22,945 SH   SOLE   22,945 0 0
TELLURIAN INC Common Stock 87968A104   1,288,963 767,240 SH   SOLE   767,240 0 0
ISHARES MSCI THAILAND ETF ETP 464286624   941,604 12,523 SH   SOLE   12,523 0 0
TRAVELERS COS INC/THE Common Stock 89417E109   2,621,673 13,983 SH   SOLE   13,983 0 0
TAIWAN SEMICONDUCTOR-SP ADR ADR 874039100   2,234,700 30,000 SH   SOLE   30,000 0 0
TYSON FOODS INC-CL A Common Stock 902494103   476,150 7,649 SH   SOLE   7,649 0 0
ISHARES MSCI TURKEY ETF ETP 464286715   996,706 26,938 SH   SOLE   26,938 0 0
UNITED AIRLINES HOLDINGS INC Common Stock 910047109   461,373 12,238 SH   SOLE   12,238 0 0
UNITEDHEALTH GROUP INC Common Stock 91324P102   3,072,923 5,796 SH   SOLE   5,796 0 0
VALERO ENERGY CORP Common Stock 91913Y100   6,516,418 51,367 SH   SOLE   51,367 0 0
VANGUARD HIGH DVD YIELD ETF ETP 921946406   2,618,682 24,200 SH   SOLE   24,200 0 0
WESTLAKE CORP Common Stock 960413102   446,459 4,354 SH   SOLE   4,354 0 0
WR BERKLEY CORP Common Stock 084423102   3,053,963 42,083 SH   SOLE   42,083 0 0
MATERIALS SELECT SECTOR SPDR ETP 81369Y100   48,938 630 SH   SOLE   630 0 0
ENERGY SELECT SECTOR SPDR ETP 81369Y506   995,671 11,383 SH   SOLE   11,383 0 0
INDUSTRIAL SELECT SECT SPDR ETP 81369Y704   997,715 10,159 SH   SOLE   10,159 0 0
CONSUMER STAPLES SPDR ETP 81369Y308   999,716 13,410 SH   SOLE   13,410 0 0
UTILITIES SELECT SECTOR SPDR ETP 81369Y886   1,693,128 24,016 SH   SOLE   24,016 0 0
HEALTH CARE SELECT SECTOR ETP 81369Y209   1,009,230 7,429 SH   SOLE   7,429 0 0
EXXON MOBIL CORP Common Stock 30231G102   6,757,750 61,267 SH   SOLE   61,267 0 0