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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 CAP STK CL A 02079K305   6,625,573 50,631 SH   SOLE   0 0 50,631
AMAZON.COM INC COM 023135106   6,061,844 47,686 SH   SOLE   0 0 47,686
BOOKING HOLDINGS INC COM COM 09857L108   5,011,419 1,625 SH   SOLE   0 0 1,625
FISERV INC COM COM 337738108   4,629,779 40,986 SH   SOLE   0 0 40,986
INTERCONTINENTAL EXCHANGE IN COM COM 45866F104   4,995,568 45,406 SH   SOLE   0 0 45,406
MASTERCARD INCORPORATED CL A CL A 57636Q104   5,011,429 12,658 SH   SOLE   0 0 12,658
SELECT SECTOR SPDR TR ENERGY ENERGY 81369Y506   9,241,745 102,243 SH   SOLE   0 0 102,243
SELECT SECTOR SPDR TR FINANCIAL FINANCIAL 81369Y605   18,182,467 548,160 SH   SOLE   0 0 548,160
SELECT SECTOR SPDR TR SBI HEALTHCARE HEALTH 81369Y209   5,709,876 44,352 SH   SOLE   0 0 44,352
SELECT SECTOR SPDR TR TECHNOLOGY TECHNOLOGY 81369Y803   15,487,287 94,475 SH   SOLE   0 0 94,475
VANGUARD WORLD FDS FINANCIALS ETF FINANCIAL ETF 92204A405   17,144,384 213,451 SH   SOLE   0 0 213,451
BP PLC SPONSORED ADR 055622104   354,869 9,165 SH   SOLE   0 0 9,165
CHEVRON CORP NEW COM 166764100   377,203 2,237 SH   SOLE   0 0 2,237
PIONEER NAT RES CO COM 723787107   478,382 2,084 SH   SOLE   0 0 2,084
SCHLUMBERGER LTD COM STK 806857108   501,147 8,596 SH   SOLE   0 0 8,596
VALERO ENERGY CORP COM 91913Y100   365,895 2,582 SH   SOLE   0 0 2,582
BARK INC COM 68622E104   3,452,393 704,570 SH   SOLE   0 0 704,570
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742   11,559,725 124,058 SH   SOLE   0 0 124,058
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   1,182,350 3,011 SH   SOLE   0 0 3,011
SELECT SECTOR SPDR TR ENERGY 81369Y506   4,007,531 44,336 SH   DFND   0 0 44,336
THE ONCOLOGY INSTITUTE INC COM 68236X100   592,767 423,405 SH   DFND   0 0 423,405