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 COM 00287Y109   13,982,853 86,518 SH   SOLE   0 0 86,518
ALASKA AIR GROUP INC COM 011659109   4,802,815 111,844 SH   SOLE   0 0 111,844
ALCON AG ORD SHS H01301128   822,783 12,040 SH   SOLE   0 0 12,040
D R HORTON INC COM 23331A109   6,426,415 72,090 SH   SOLE   0 0 72,090
DISNEY WALT CO COM 254687106   3,829,683 44,078 SH   SOLE   0 0 44,078
DOW INC COM 260557103   5,838,469 115,860 SH   SOLE   0 0 115,860
ISHARES INC MSCI PAC JP ETF 464286665   492,109 11,500 SH   SOLE   0 0 11,500
ISHARES INC MSCI JPN ETF NEW 46434G822   773,086 14,200 SH   SOLE   0 0 14,200
ISHARES TR EUROPE ETF 464287861   899,956 19,870 SH   SOLE   0 0 19,870
ISHARES TR MSCI AC ASIA ETF 464288182   777,712 12,003 SH   SOLE   0 0 12,003
ISHARES TR HDG MSCI JAPAN 46434V886   4,594,050 175,605 SH   SOLE   0 0 175,605
LIBERTY MEDIA CORP DEL COM A SIRIUSXM 531229409   6,191,626 157,500 SH   SOLE   0 0 157,500
LOGITECH INTL S A SHS H50430232   1,529,985 24,790 SH   SOLE   0 0 24,790
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100   6,498,077 78,258 SH   SOLE   0 0 78,258
MARATHON PETE CORP COM 56585A102   7,742,057 66,515 SH   SOLE   0 0 66,515
MICRON TECHNOLOGY INC COM 595112103   2,287,946 45,775 SH   SOLE   0 0 45,775
OVERSTOCK COM INC DEL COM 690370101   2,004,148 103,515 SH   SOLE   0 0 103,515
ROYAL CARIBBEAN GROUP COM V7780T103   4,748,180 96,054 SH   SOLE   0 0 96,054
SPDR GOLD TR GOLD SHS 78463V107   5,047,035 29,750 SH   SOLE   0 0 29,750
SPDR INDEX SHS FDS S&P CHINA ETF 78463X400   5,493,068 70,097 SH   SOLE   0 0 70,097
SPDR S&P 500 ETF TR TR UNIT 78462F103   254,295 665 SH   SOLE   0 0 665
STELLANTIS N.V SHS N82405106   9,678,985 678,310 SH   SOLE   0 0 678,310
TAPESTRY INC COM 876030107   3,480,491 91,395 SH   SOLE   0 0 91,395
UBS GROUP AG SHS H42097107   260,532 14,000 SH   SOLE   0 0 14,000
VALERO ENERGY CORP COM 91913Y100   9,332,909 73,565 SH   SOLE   0 0 73,565
WESTERN DIGITAL CORP. COM 958102105   4,276,905 135,553 SH   SOLE   0 0 135,553