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
AMERICAN AIRLINES GROUP INC Common Stock 02376R102   3,419,167 190,589 SH   SOLE   190,589 0 0
ARCH CAPITAL GROUP LTD Common Stock G0450A105   598,800 8,000 SH   SOLE   8,000 0 0
ARCHER-DANIELS-MIDLAND CO Common Stock 039483102   1,987,455 26,303 SH   SOLE   26,303 0 0
AFLAC INC Common Stock 001055102   2,834,787 40,613 SH   SOLE   40,613 0 0
AGNC INVESTMENT CORP Common Stock 00123Q104   3,139,287 309,900 SH   SOLE   309,900 0 0
AMERICAN INTERNATIONAL GROUP Common Stock 026874784   2,240,665 38,941 SH   SOLE   38,941 0 0
ALBEMARLE CORP Common Stock 012653101   244,284 1,095 SH   SOLE   1,095 0 0
AMGEN INC Common Stock 031162100   2,276,815 10,255 SH   SOLE   10,255 0 0
ARISTA NETWORKS INC Common Stock 040413106   296,894 1,832 SH   SOLE   1,832 0 0
APA CORP Common Stock 03743Q108   2,293,627 67,124 SH   SOLE   67,124 0 0
APOLLO GLOBAL MANAGEMENT INC Common Stock 03769M106   611,715 7,964 SH   SOLE   7,964 0 0
ANTERO RESOURCES CORP Common Stock 03674X106   417,971 18,149 SH   SOLE   18,149 0 0
AUTOZONE INC Common Stock 053332102   2,605,561 1,045 SH   SOLE   1,045 0 0
JPMORGAN BETABUILDERS JAPAN ETP 46641Q217   3,325,722 64,527 SH   SOLE   64,527 0 0
INVESCO SENIOR LOAN ETF ETP 46138G508   2,536,288 120,546 SH   SOLE   120,546 0 0
BRISTOL-MYERS SQUIBB CO Common Stock 110122108   2,319,467 36,270 SH   SOLE   36,270 0 0
BOSTON SCIENTIFIC CORP Common Stock 101137107   2,643,270 48,868 SH   SOLE   48,868 0 0
BORGWARNER INC Common Stock 099724106   1,973,100 45,863 SH   SOLE   45,863 0 0
CARDINAL HEALTH INC Common Stock 14149Y108   5,850,668 61,866 SH   SOLE   61,866 0 0
CARNIVAL CORP Common Stock 143658300   823,813 43,750 SH   SOLE   43,750 0 0
CF INDUSTRIES HOLDINGS INC Common Stock 125269100   1,632,411 23,515 SH   SOLE   23,515 0 0
CONFLUENT INC-CLASS A Common Stock 20717M103   292,296 8,278 SH   SOLE   8,278 0 0
THE CIGNA GROUP Common Stock 125523100   6,859,548 24,446 SH   SOLE   24,446 0 0
CANADIAN NATURAL RESOURCES Common Stock 136385101   590,392 10,494 SH   SOLE   10,494 0 0
CONOCOPHILLIPS Common Stock 20825C104   2,941,281 28,388 SH   SOLE   28,388 0 0
COUPANG INC Common Stock 22266T109   624,643 35,899 SH   SOLE   35,899 0 0
COTERRA ENERGY INC Common Stock 127097103   3,239,690 128,051 SH   SOLE   128,051 0 0
CENOVUS ENERGY INC Common Stock 15135U109   787,770 46,394 SH   SOLE   46,394 0 0
CHEVRON CORP Common Stock 166764100   2,724,987 17,318 SH   SOLE   17,318 0 0
SPDR BLOOMBERG CONVERTIBLE S ETP 78464A359   2,585,352 36,960 SH   SOLE   36,960 0 0
DELTA AIR LINES INC Common Stock 247361702   3,582,282 75,353 SH   SOLE   75,353 0 0
HF SINCLAIR CORP Common Stock 403949100   498,784 11,181 SH   SOLE   11,181 0 0
DRAFTKINGS INC-CL A Common Stock 26142V105   302,234 11,375 SH   SOLE   11,375 0 0
DEVON ENERGY CORP Common Stock 25179M103   222,799 4,609 SH   SOLE   4,609 0 0
SPDR S&P INTER DVD ETF ETP 78463X772   2,394,679 69,633 SH   SOLE   69,633 0 0
ISHARES MSCI CHILE ETF ETP 464286640   842,427 28,870 SH   SOLE   28,870 0 0
ISHARES MSCI INDONESIA ETF ETP 46429B309   791,698 34,347 SH   SOLE   34,347 0 0
ISHARES JP MORGAN USD EMERGI ETP 464288281   2,397,245 27,701 SH   SOLE   27,701 0 0
ISHARES J.P. MORGAN EM HIGH ETP 464286285   2,427,202 69,092 SH   SOLE   69,092 0 0
ENPHASE ENERGY INC Common Stock 29355A107   151,904 907 SH   SOLE   907 0 0
EOG RESOURCES INC Common Stock 26875P101   781,282 6,827 SH   SOLE   6,827 0 0
ISHARES MSCI PHILIPPINES ETF ETP 46429B408   2,682 103 SH   SOLE   103 0 0
ISHARES MSCI POLAND ETF ETP 46429B606   891,947 46,504 SH   SOLE   46,504 0 0
ISHARES MSCI PERU AND GLOBAL ETP 464289842   838,492 27,357 SH   SOLE   27,357 0 0
EQT CORP Common Stock 26884L109   5,664,958 137,733 SH   SOLE   137,733 0 0
ISHARES MSCI AUSTRALIA ETF ETP 464286103   2,987,221 132,471 SH   SOLE   132,471 0 0
ISHARES MSCI SWEDEN ETF ETP 464286756   723,985 20,440 SH   SOLE   20,440 0 0
ISHARES MSCI GERMANY ETF ETP 464286806   732,821 25,650 SH   SOLE   25,650 0 0
ISHARES MSCI ITALY ETF ETP 46434G830   767,867 24,124 SH   SOLE   24,124 0 0
ISHARES MSCI SWITZERLAND ETF ETP 464286749   713,760 15,446 SH   SOLE   15,446 0 0
ISHARES MSCI NETHERLANDS ETF ETP 464286814   732,168 16,917 SH   SOLE   16,917 0 0
ISHARES MSCI AUSTRIA ETF ETP 464286202   742,676 36,585 SH   SOLE   36,585 0 0
ISHARES MSCI SPAIN ETF ETP 464286764   758,625 26,250 SH   SOLE   26,250 0 0
ISHARES MSCI FRANCE ETF ETP 464286707   744,284 19,317 SH   SOLE   19,317 0 0
ISHARES MSCI TAIWAN ETF ETP 46434G772   803,666 17,092 SH   SOLE   17,092 0 0
ISHARES MSCI UNITED KINGDOM ETP 46435G334   723,184 22,355 SH   SOLE   22,355 0 0
ISHARES MSCI MEXICO ETF ETP 464286822   825,315 13,273 SH   SOLE   13,273 0 0
ISHARES MSCI SOUTH KOREA ETF ETP 464286772   797,194 12,578 SH   SOLE   12,578 0 0
ISHARES MSCI BRAZIL ETF ETP 464286400   906,613 27,956 SH   SOLE   27,956 0 0
FORD MOTOR CO Common Stock 345370860   2,819,203 186,332 SH   SOLE   186,332 0 0
ISHARES FALLEN ANGELS ETF ETP 46435G474   1,202,208 47,387 SH   SOLE   47,387 0 0
DIAMONDBACK ENERGY INC Common Stock 25278X109   2,303,923 17,539 SH   SOLE   17,539 0 0
FIRST HORIZON CORP Common Stock 320517105   684,653 60,750 SH   SOLE   60,750 0 0
SPDR BLOOMBERG INVESTMENT GR ETP 78468R200   516,881 16,842 SH   SOLE   16,842 0 0
FORTINET INC Common Stock 34959E109   321,258 4,250 SH   SOLE   4,250 0 0
ISHARES US&INTL HIGH YIELD C ETP 464286178   1,196,733 28,175 SH   SOLE   28,175 0 0
GLOBE LIFE INC Common Stock 37959E102   2,633,182 24,021 SH   SOLE   24,021 0 0
GENERAL MOTORS CO Common Stock 37045V100   2,528,456 65,572 SH   SOLE   65,572 0 0
GENUINE PARTS CO Common Stock 372460105   2,672,988 15,795 SH   SOLE   15,795 0 0
GLOBAL X MSCI GREECE ETF ETP 37954Y319   866,577 23,339 SH   SOLE   23,339 0 0
HYATT HOTELS CORP - CL A Common Stock 448579102   560,296 4,890 SH   SOLE   4,890 0 0
HCA HEALTHCARE INC Common Stock 40412C101   2,423,895 7,987 SH   SOLE   7,987 0 0
HESS CORP Common Stock 42809H107   283,864 2,088 SH   SOLE   2,088 0 0
HARTFORD FINANCIAL SVCS GRP Common Stock 416515104   2,193,585 30,458 SH   SOLE   30,458 0 0
HEWLETT PACKARD ENTERPRISE Common Stock 42824C109   2,494,951 148,509 SH   SOLE   148,509 0 0
HERSHEY CO/THE Common Stock 427866108   2,413,351 9,665 SH   SOLE   9,665 0 0
HUMANA INC Common Stock 444859102   2,372,025 5,305 SH   SOLE   5,305 0 0
FLEXSHARES HIGH YIELD VALUE ETP 33939L662   1,201,958 29,722 SH   SOLE   29,722 0 0
ISHARES 3-7 YEAR TREASURY BO ETP 464288661   4,951,339 42,958 SH   SOLE   42,958 0 0
ISHARES 1-5Y INV GRADE CORP ETP 464288646   513,590 10,237 SH   SOLE   10,237 0 0
IMPERIAL OIL LTD Common Stock 453038408   563,272 11,010 SH   SOLE   11,010 0 0
ISHARES MSCI INDIA ETF ETP 46429B598   827,503 18,936 SH   SOLE   18,936 0 0
ISHARES RUSSELL 1000 VALUE E ETP 464287598   2,368,239 15,005 SH   SOLE   15,005 0 0
JABIL INC Common Stock 466313103   656,322 6,081 SH   SOLE   6,081 0 0
JACK HENRY & ASSOCIATES INC Common Stock 426281101   2,613,025 15,616 SH   SOLE   15,616 0 0
JOHNSON & JOHNSON Common Stock 478160104   2,718,500 16,424 SH   SOLE   16,424 0 0
SPDR BLOOMBERG HIGH YIELD BO ETP 78468R622   1,197,218 13,009 SH   SOLE   13,009 0 0
LENNAR CORP-A Common Stock 526057104   2,451,941 19,567 SH   SOLE   19,567 0 0
ISHARES IBOXX INVESTMENT GRA ETP 464287242   517,882 4,789 SH   SOLE   4,789 0 0
LAS VEGAS SANDS CORP Common Stock 517834107   565,268 9,746 SH   SOLE   9,746 0 0
LAMB WESTON HOLDINGS INC Common Stock 513272104   2,668,794 23,217 SH   SOLE   23,217 0 0
MCDONALD'S CORP Common Stock 580135101   2,661,519 8,919 SH   SOLE   8,919 0 0
MCKESSON CORP Common Stock 58155Q103   5,511,444 12,898 SH   SOLE   12,898 0 0
MONGODB INC Common Stock 60937P106   318,106 774 SH   SOLE   774 0 0
MONDELEZ INTERNATIONAL INC-A Common Stock 609207105   2,463,767 33,778 SH   SOLE   33,778 0 0
MERCADOLIBRE INC Common Stock 58733R102   557,947 471 SH   SOLE   471 0 0
MGM RESORTS INTERNATIONAL Common Stock 552953101   2,931,045 66,736 SH   SOLE   66,736 0 0
MONSTER BEVERAGE CORP Common Stock 61174X109   2,532,070 44,082 SH   SOLE   44,082 0 0
MOSAIC CO/THE Common Stock 61945C103   2,177,315 62,209 SH   SOLE   62,209 0 0
MARATHON PETROLEUM CORP Common Stock 56585A102   3,532,514 30,296 SH   SOLE   30,296 0 0
MARATHON OIL CORP Common Stock 565849106   2,710,214 117,733 SH   SOLE   117,733 0 0
ISHARES NATIONAL MUNI BOND E ETP 464288414   516,680 4,841 SH   SOLE   4,841 0 0
NORWEGIAN CRUISE LINE HOLDIN Common Stock G66721104   729,164 33,494 SH   SOLE   33,494 0 0
ANNALY CAPITAL MANAGEMENT IN Common Stock 035710839   3,057,528 152,800 SH   SOLE   152,800 0 0
O'REILLY AUTOMOTIVE INC Common Stock 67103H107   2,609,880 2,732 SH   SOLE   2,732 0 0
OVINTIV INC Common Stock 69047Q102   430,610 11,311 SH   SOLE   11,311 0 0
OCCIDENTAL PETROLEUM CORP Common Stock 674599105   2,700,625 45,929 SH   SOLE   45,929 0 0
INVESCO S&P 500 BUYWRITE ETF ETP 46137V399   2,394,534 108,252 SH   SOLE   108,252 0 0
PETROLEO BRASILEIRO-SPON ADR Common Stock 71654V408   1,456,299 105,300 SH   SOLE   105,300 0 0
PACCAR INC Common Stock 693718108   3,133,696 37,462 SH   SOLE   37,462 0 0
PRINCIPAL FINANCIAL GROUP Common Stock 74251V102   2,032,133 26,795 SH   SOLE   26,795 0 0
PROGRESSIVE CORP Common Stock 743315103   2,886,593 21,807 SH   SOLE   21,807 0 0
PULTEGROUP INC Common Stock 745867101   3,118,774 40,149 SH   SOLE   40,149 0 0
PHILLIPS 66 Common Stock 718546104   2,763,254 28,971 SH   SOLE   28,971 0 0
PIONEER NATURAL RESOURCES CO Common Stock 723787107   2,257,226 10,895 SH   SOLE   10,895 0 0
ROYAL CARIBBEAN CRUISES LTD Common Stock V7780T103   649,724 6,263 SH   SOLE   6,263 0 0
EVEREST GROUP LTD Common Stock G3223R108   2,005,693 5,867 SH   SOLE   5,867 0 0
INVESCO S&P 500 PURE VALUE E ETP 46137V258   25,151,249 324,323 SH   SOLE   324,323 0 0
ISHARES 1-3 YEAR TREASURY BO ETP 464287457   13,486,361 166,334 SH   SOLE   166,334 0 0
ISHARES 0-5 YR HY CORP BOND ETP 46434V407   1,194,672 28,822 SH   SOLE   28,822 0 0
JM SMUCKER CO/THE Common Stock 832696405   2,523,385 17,088 SH   SOLE   17,088 0 0
SNOWFLAKE INC-CLASS A Common Stock 833445109   296,878 1,687 SH   SOLE   1,687 0 0
SAREPTA THERAPEUTICS INC Common Stock 803607100   255,151 2,228 SH   SOLE   2,228 0 0
SHOCKWAVE MEDICAL INC Common Stock 82489T104   283,127 992 SH   SOLE   992 0 0
TELLURIAN INC Common Stock 87968A104   1,081,808 767,240 SH   SOLE   767,240 0 0
TAPESTRY INC Common Stock 876030107   2,223,546 51,952 SH   SOLE   51,952 0 0
TAIWAN SEMICONDUCTOR-SP ADR Common Stock 874039100   2,733,923 27,090 SH   SOLE   27,090 0 0
TRADE DESK INC/THE -CLASS A Common Stock 88339J105   298,841 3,870 SH   SOLE   3,870 0 0
ISHARES MSCI TURKEY ETF ETP 464286715   454,995 16,106 SH   SOLE   16,106 0 0
UNITED AIRLINES HOLDINGS INC Common Stock 910047109   3,788,060 69,037 SH   SOLE   69,037 0 0
UBER TECHNOLOGIES INC Common Stock 90353T100   946,761 21,931 SH   SOLE   21,931 0 0
UNITED RENTALS INC Common Stock 911363109   2,817,411 6,326 SH   SOLE   6,326 0 0
VALERO ENERGY CORP Common Stock 91913Y100   3,296,599 28,104 SH   SOLE   28,104 0 0
VANGUARD HIGH DVD YIELD ETF ETP 921946406   1,048,820 9,888 SH   SOLE   9,888 0 0
SPDR FTSE INTERNATIONAL GOVE ETP 78464A490   474,310 11,358 SH   SOLE   11,358 0 0
WYNN RESORTS LTD Common Stock 983134107   583,073 5,521 SH   SOLE   5,521 0 0
EXXON MOBIL CORP Common Stock 30231G102   3,362,717 31,354 SH   SOLE   31,354 0 0
WALT DISNEY CO/THE Common Stock 254687906   12,499,200 140,000 SH Call SOLE   140,000 0 0
PAYPAL HOLDINGS INC Common Stock 70450Y903   8,341,250 125,000 SH Call SOLE   125,000 0 0