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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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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
ALECTOR INC COMMON 014442107 BBG00N0PL198 386,558 59,654 SH   SOLE   0 0 0
AXS SHORT INNOVATION DAILY ETF 46144X628 BBG0193CQXD4 1,786,500 45,000 SH   SOLE   0 0 0
SPDR GOLD SHARES ETF 78463V107 BBG000CRF6Q8 2,074,545 12,100 SH   SOLE   0 0 0
SPDR GOLD MINISHARES TRUST ETF 98149E303 BBG00L8YYP89 11,580,124 315,879 SH   SOLE   0 0 0
ISHARES SILVER TRUST ETF 46428Q109 BBG000NDCRW7 610,200 30,000 SH   SOLE   0 0 0
PROSHARES TR SHRT 20 YR TRE ETF 74347X849 BBG000NZZW25 17,367,810 690,569 SH   SOLE   0 0 0
ISHARES TR 20 YR TR BD ETF ETF 464287432 BBG000BJKYW3 10,784,704 121,600 SH   SOLE   0 0 0
TRUPANION INC COMMON 898202106 BBG002BC7WC5 12,340,320 4,376 PRN Put SOLE   0 0 0