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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AECOM COM 00766T100 1,101 16,097 SH   SOLE   16,097 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 520 6,500 SH   SOLE   6,500 0 0
AMAZON COM INC COM 023135106 3,628 32,107 SH   SOLE   32,107 0 0
ANALOG DEVICES INC COM 032654105 1,320 9,474 SH   SOLE   9,474 0 0
APPLE INC COM 037833100 237 1,717 SH   SOLE   1,717 0 0
ARISTA NETWORKS INC COM 040413106 3,508 31,078 SH   SOLE   31,078 0 0
ASHLAND INC COM 044186104 2,195 23,113 SH   SOLE   23,113 0 0
BARCLAYS PLC ADR 06738E204 1,600 250,000 SH   SOLE   250,000 0 0
CAMECO CORP COM 13321L108 6,893 260,000 SH   SOLE   260,000 0 0
CF INDS HLDGS INC COM 125269100 1,394 14,482 SH   SOLE   14,482 0 0
CORTEVA INC COM 22052L104 1,615 28,265 SH   SOLE   28,265 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 1,132 6,869 SH   SOLE   6,869 0 0
DBX ETF TR XTRACK HRVST CSI 233051879 1,815 67,001 SH   SOLE   67,001 0 0
ENPHASE ENERGY INC COM 29355A107 1,419 5,115 SH   SOLE   5,115 0 0
EOG RES INC COM 26875P101 3,128 28,000 SH   SOLE   28,000 0 0
EQT CORP COM 26884L109 1,601 39,280 SH   SOLE   39,280 0 0
HOWMET AEROSPACE INC COM 443201108 675 21,819 SH   SOLE   21,819 0 0
INTUIT COM 461202103 2,309 5,962 SH   SOLE   5,962 0 0
INVESCO EXCH TRADED FD TR II SOLAR ETF 46138G706 2,259 30,694 SH   SOLE   30,694 0 0
INVESCO EXCH TRADED FD TR II SOLAR ETF 46138G706 2,944 40,000 SH   SOLE   40,000 0 0
ISHARES TR CHINA LG-CAP ETF 464287184 2,715 105,000 SH   SOLE   105,000 0 0
ISHARES TR CHINA LG-CAP ETF 464287184 12,930 500,000 SH   SOLE   500,000 0 0
ISHARES TR US HOME CONS ETF 464288752 2,010 38,620 SH   SOLE   38,620 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 1,343 6,462 SH   SOLE   6,462 0 0
LEVI STRAUSS & CO NEW CL A COM STK 52736R102 470 32,457 SH   SOLE   32,457 0 0
MARVELL TECHNOLOGY INC COM 573874104 990 23,065 SH   SOLE   23,065 0 0
META PLATFORMS INC CL A 30303M102 1,889 13,926 SH   SOLE   13,926 0 0
META PLATFORMS INC CL A 30303M102 5,766 42,500 SH   SOLE   42,500 0 0
META PLATFORMS INC CL A 30303M102 10,854 80,000 SH   SOLE   80,000 0 0
MICROSOFT CORP COM 594918104 4,907 21,068 SH   SOLE   21,068 0 0
NEXTERA ENERGY INC COM 65339F101 2,356 30,050 SH   SOLE   30,050 0 0
NORTHROP GRUMMAN CORP COM 666807102 1,542 3,279 SH   SOLE   3,279 0 0
NUTRIEN LTD COM 67077M108 711 8,522 SH   SOLE   8,522 0 0
ORACLE CORP COM 68389X105 4,113 67,357 SH   SOLE   67,357 0 0
PALO ALTO NETWORKS INC COM 697435105 3,223 19,678 SH   SOLE   19,678 0 0
PEPSICO INC COM 713448108 1,560 9,554 SH   SOLE   9,554 0 0
RANGE RES CORP COM 75281A109 2,560 101,328 SH   SOLE   101,328 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 1,062 12,978 SH   SOLE   12,978 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 3,081 10,825 SH   SOLE   10,825 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506 255 3,539 SH   SOLE   3,539 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506 10,947 152,000 SH   SOLE   152,000 0 0
SELECT SECTOR SPDR TR FINANCIAL 81369Y605 32,637 1,075,000 SH   SOLE   1,075,000 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 4,636 38,276 SH   SOLE   38,276 0 0
SPDR SER TR S&P BIOTECH 78464A870 1,133 14,279 SH   SOLE   14,279 0 0
T-MOBILE US INC COM 872590104 3,477 25,912 SH   SOLE   25,912 0 0
TJX COS INC NEW COM 872540109 1,224 19,708 SH   SOLE   19,708 0 0
URANIUM ENERGY CORP COM 916896103 622 177,800 SH   SOLE   177,800 0 0
VULCAN MATLS CO COM 929160109 1,961 12,433 SH   SOLE   12,433 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 1,763 43,714 SH   SOLE   43,714 0 0