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
ALASKA AIR GROUP INC COM 011659109   4,140,547 125,939 SH   SOLE   0 0 125,939
ALCON AG ORD SHS H01301128   511,992 7,800 SH   SOLE   0 0 7,800
APA CORPORATION COM 03743Q108   4,893,684 162,080 SH   SOLE   0 0 162,080
BEYOND INC COM 690370101   5,130,514 215,565 SH   SOLE   0 0 215,565
D R HORTON INC COM 23331A109   8,883,320 69,460 SH   SOLE   0 0 69,460
DISNEY WALT CO COM 254687106   3,672,294 48,333 SH   SOLE   0 0 48,333
DOW INC COM 260557103   5,345,768 115,840 SH   SOLE   0 0 115,840
ISHARES INC MSCI PAC JP ETF 464286665   342,099 9,365 SH   SOLE   0 0 9,365
ISHARES INC MSCI SWITZERLAND 464286749   174,459 4,295 SH   SOLE   0 0 4,295
ISHARES INC MSCI JPN ETF NEW 46434G822   766,428 14,200 SH   SOLE   0 0 14,200
ISHARES TR EUROPE ETF 464287861   1,016,407 22,850 SH   SOLE   0 0 22,850
ISHARES TR MSCI AC ASIA ETF 464288182   575,200 10,268 SH   SOLE   0 0 10,268
ISHARES TR HDG MSCI JAPAN 46434V886   5,212,760 177,445 SH   SOLE   0 0 177,445
LIBERTY MEDIA CORP DEL COM LBTY LIV S A 531229748   1,238,762 40,276 SH   SOLE   0 0 40,276
LIBERTY MEDIA CORP DEL COM LBTY SRM S A 531229813   3,887,208 160,730 SH   SOLE   0 0 160,730
LOGITECH INTL S A SHS H50430232   1,977,250 24,790 SH   SOLE   0 0 24,790
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100   6,186,199 77,318 SH   SOLE   0 0 77,318
MARATHON PETE CORP COM 56585A102   7,239,133 57,985 SH   SOLE   0 0 57,985
MICRON TECHNOLOGY INC COM 595112103   2,973,442 41,405 SH   SOLE   0 0 41,405
MICROSOFT CORP COM 594918104   202,520 640 SH   SOLE   0 0 640
ROYAL CARIBBEAN GROUP COM V7780T103   10,121,836 92,890 SH   SOLE   0 0 92,890
SPDR GOLD TR GOLD SHS 78463V107   4,785,869 29,750 SH   SOLE   0 0 29,750
SPDR INDEX SHS FDS S&P CHINA ETF 78463X400   4,413,411 76,992 SH   SOLE   0 0 76,992
SPDR S&P 500 ETF TR TR UNIT 78462F103   330,047 825 SH   SOLE   0 0 825
STELLANTIS N.V SHS N82405106   13,151,667 667,030 SH   SOLE   0 0 667,030
TAPESTRY INC COM 876030107   2,944,697 95,065 SH   SOLE   0 0 95,065
UBS GROUP AG SHS H42097107   365,400 14,000 SH   SOLE   0 0 14,000
VALERO ENERGY CORP COM 91913Y100   7,518,718 68,730 SH   SOLE   0 0 68,730
WESTERN DIGITAL CORP. COM 958102105   6,474,140 146,908 SH   SOLE   0 0 146,908