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
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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
ADVISORSHARES TR PURE US CANNABIS 00768Y453   406,734 51,226 SH   SOLE   51,226 0 0
AGCO CORP COM 001084102   2,554,493 21,597 SH   SOLE   21,597 0 0
ALCOA CORP COM 013872106   450,430 15,500 SH   SOLE   15,500 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109   5,765,760 57,600 SH Call SOLE   57,600 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109   10,766,055 107,553 SH   SOLE   107,553 0 0
ALLOGENE THERAPEUTICS INC COM 019770106   181,660 57,306 SH   SOLE   57,306 0 0
ALPHABET INC CAP STK CL A 02079K305   3,284,586 25,100 SH   SOLE   25,100 0 0
AMAZON COM INC COM 023135106   457,632 3,600 SH   SOLE   3,600 0 0
AMERICAN ELEC PWR CO INC COM 025537101   12,362,090 164,346 SH   SOLE   164,346 0 0
AMGEN INC COM 031162100   7,347,694 27,339 SH   SOLE   27,339 0 0
APPLE INC COM 037833100   1,153,099 6,735 SH   SOLE   6,735 0 0
APPLIED MATLS INC COM 038222105   8,628,449 62,322 SH   SOLE   62,322 0 0
ARCHER DANIELS MIDLAND CO COM 039483102   11,450,566 151,824 SH   SOLE   151,824 0 0
ARROW ELECTRS INC COM 042735100   5,676,127 45,322 SH   SOLE   45,322 0 0
BANK AMERICA CORP COM 060505104   2,738,000 100,000 SH Call SOLE   100,000 0 0
BANK AMERICA CORP COM 060505104   33,308,126 1,216,513 SH   SOLE   1,216,513 0 0
BARRICK GOLD CORP COM 067901108   582,000 40,000 SH   SOLE   40,000 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108   6,377,724 12 SH   SOLE   12 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   1,120,960 3,200 SH   SOLE   3,200 0 0
BUNGE LIMITED COM G16962105   1,428,900 13,200 SH Call SOLE   13,200 0 0
BUNGE LIMITED COM G16962105   59,214,590 547,017 SH   SOLE   547,017 0 0
CAMDEN PPTY TR SH BEN INT 133131102   22,227,530 235,013 SH   SOLE   235,013 0 0
CAMECO CORP COM 13321L108   22,594,800 570,000 SH   SOLE   570,000 0 0
CARDINAL HEALTH INC COM 14149Y108   702,328 8,089 SH   SOLE   8,089 0 0
CBRE GROUP INC CL A 12504L109   6,245,232 84,555 SH   SOLE   84,555 0 0
CF INDS HLDGS INC COM 125269100   1,474,728 17,200 SH Call SOLE   17,200 0 0
CF INDS HLDGS INC COM 125269100   12,993,929 151,550 SH   SOLE   151,550 0 0
CHENIERE ENERGY INC COM NEW 16411R208   5,782,876 34,845 SH   SOLE   34,845 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101   469,525 30,040 SH   SOLE   30,040 0 0
CORNING INC COM 219350105   2,269,996 74,499 SH   SOLE   74,499 0 0
CORTEVA INC COM 22052L104   859,488 16,800 SH Call SOLE   16,800 0 0
CORTEVA INC COM 22052L104   218,027 4,262 SH   SOLE   4,262 0 0
COTERRA ENERGY INC COM 127097103   405,750 15,000 SH Call SOLE   15,000 0 0
COTERRA ENERGY INC COM 127097103   12,305,045 454,900 SH   SOLE   454,900 0 0
CRINETICS PHARMACEUTICALS IN COM 22663K107   258,797 8,702 SH   SOLE   8,702 0 0
DBX ETF TR XTRACK HRVST CSI 233051879   520,200 20,000 SH   SOLE   20,000 0 0
DEVON ENERGY CORP NEW COM 25179M103   5,156,990 108,113 SH   SOLE   108,113 0 0
DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609   59,445,340 1,301,058 SH   SOLE   1,301,058 0 0
DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807   34,755,827 1,065,476 SH   SOLE   1,065,476 0 0
DISNEY WALT CO COM 254687106   2,026,250 25,000 SH Call SOLE   25,000 0 0
DISNEY WALT CO COM 254687106   18,686,078 230,550 SH   SOLE   230,550 0 0
EOG RES INC COM 26875P101   3,206,394 25,295 SH   SOLE   25,295 0 0
EQT CORP COM 26884L109   15,103,754 372,197 SH   SOLE   372,197 0 0
EXXON MOBIL CORP COM 30231G102   211,056 1,795 SH   SOLE   1,795 0 0
FIFTH THIRD BANCORP COM 316773100   652,374 25,755 SH   SOLE   25,755 0 0
FORD MTR CO DEL COM 345370860   268,458 21,615 SH   SOLE   21,615 0 0
FREEPORT-MCMORAN INC CL B 35671D857   2,912,349 78,100 SH Call SOLE   78,100 0 0
FREEPORT-MCMORAN INC CL B 35671D857   35,236,701 944,937 SH   SOLE   944,937 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   25,525,467 78,887 SH   SOLE   78,887 0 0
HEALTHPEAK PROPERTIES INC COM 42250P103   918,000 50,000 SH Call SOLE   50,000 0 0
HEALTHPEAK PROPERTIES INC COM 42250P103   15,639,177 851,807 SH   SOLE   851,807 0 0
HUDBAY MINERALS INC COM 443628102   1,629,444 334,588 SH   SOLE   334,588 0 0
HUMANA INC COM 444859102   9,827,704 20,200 SH Call SOLE   20,200 0 0
HUMANA INC COM 444859102   37,663,459 77,414 SH   SOLE   77,414 0 0
INVESCO CURRENCYSHARES JAPAN JAPANESE YEN 46138W107   4,085,883 65,700 SH Call SOLE   65,700 0 0
INVESCO CURRENCYSHARES JAPAN JAPANESE YEN 46138W107   1,509,351 24,270 SH   SOLE   24,270 0 0
INVESCO EXCH TRADED FD TR II SOLAR ETF 46138G706   1,810,216 34,953 SH   SOLE   34,953 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357   42,532,788 300,182 SH   SOLE   300,182 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   2,507,890 7,000 SH Put SOLE   7,000 0 0
ISHARES INC MSCI BRAZIL ETF 464286400   2,677,491 87,300 SH Call SOLE   87,300 0 0
ISHARES INC MSCI BRAZIL ETF 464286400   114,133,160 3,721,329 SH   SOLE   3,721,329 0 0
ISHARES INC MSCI STH KOR ETF 464286772   1,823,191 30,933 SH   SOLE   30,933 0 0
ISHARES INC CORE MSCI EMKT 46434G103   1,284,930 27,000 SH   SOLE   27,000 0 0
ISHARES INC MSCI JPN ETF NEW 46434G822   11,195,853 185,700 SH Call SOLE   185,700 0 0
ISHARES INC MSCI JPN ETF NEW 46434G822   16,789,800 278,484 SH   SOLE   278,484 0 0
ISHARES TR CHINA LG-CAP ETF 464287184   795,900 30,000 SH Call SOLE   30,000 0 0
ISHARES TR MSCI EMG MKT ETF 464287234   2,504,700 66,000 SH   SOLE   66,000 0 0
ISHARES TR 20 YR TR BD ETF 464287432   19,015,136 214,400 SH Call SOLE   214,400 0 0
ISHARES TR 20 YR TR BD ETF 464287432   4,877,950 55,000 SH   SOLE   55,000 0 0
ISHARES TR MSCI EAFE ETF 464287465   397,345 5,765 SH   SOLE   5,765 0 0
ISHARES TR ISHARES BIOTECH 464287556   29,764,530 243,393 SH   SOLE   243,393 0 0
ISHARES TR RUS 2000 VAL ETF 464287630   1,099,039 8,108 SH   SOLE   8,108 0 0
ISHARES TR ISHARES 25+ YR T 46436E577   156,600 15,000 SH   SOLE   15,000 0 0
JBG SMITH PPTYS COM 46590V100   4,447,115 307,546 SH   SOLE   307,546 0 0
JPMORGAN CHASE & CO COM 46625H100   29,854,929 205,868 SH   SOLE   205,868 0 0
KLA CORP COM NEW 482480100   12,955,310 28,246 SH   SOLE   28,246 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109   5,595,346 32,135 SH   SOLE   32,135 0 0
LAM RESEARCH CORP COM 512807108   8,909,536 14,215 SH   SOLE   14,215 0 0
M & T BK CORP COM 55261F104   772,610 6,110 SH   SOLE   6,110 0 0
MADRIGAL PHARMACEUTICALS INC COM 558868105   874,780 5,990 SH   SOLE   5,990 0 0
MASTEC INC COM 576323109   1,986,516 27,602 SH   SOLE   27,602 0 0
MELCO RESORTS AND ENTMNT LTD ADR 585464100   5,079,148 513,564 SH   SOLE   513,564 0 0
META PLATFORMS INC CL A 30303M102   3,157,309 10,517 SH   SOLE   10,517 0 0
MICRON TECHNOLOGY INC COM 595112103   21,220,802 311,933 SH   SOLE   311,933 0 0
MICROSOFT CORP COM 594918104   6,380,823 20,208 SH   SOLE   20,208 0 0
MOSAIC CO NEW COM 61945C103   356,000 10,000 SH Call SOLE   10,000 0 0
MOSAIC CO NEW COM 61945C103   829,923 23,312 SH   SOLE   23,312 0 0
NEXTERA ENERGY INC COM 65339F101   4,496,291 78,483 SH   SOLE   78,483 0 0
NUTRIEN LTD COM 67077M108   608,460 9,852 SH   SOLE   9,852 0 0
NVIDIA CORPORATION COM 67066G104   504,588 1,160 SH   SOLE   1,160 0 0
NXP SEMICONDUCTORS N V COM N6596X109   31,680,824 158,468 SH   SOLE   158,468 0 0
OCCIDENTAL PETE CORP COM 674599105   402,256 6,200 SH Call SOLE   6,200 0 0
OCCIDENTAL PETE CORP COM 674599105   2,682,788 41,350 SH   SOLE   41,350 0 0
PFIZER INC COM 717081103   995,100 30,000 SH Call SOLE   30,000 0 0
QUALCOMM INC COM 747525103   274,743 2,474 SH   SOLE   2,474 0 0
RMR GROUP INC CL A 74967R106   339,406 13,842 SH   SOLE   13,842 0 0
RTX CORPORATION COM 75513E101   1,439,400 20,000 SH Call SOLE   20,000 0 0
RTX CORPORATION COM 75513E101   2,777,322 38,590 SH   SOLE   38,590 0 0
SAREPTA THERAPEUTICS INC COM 803607100   484,880 4,000 SH   SOLE   4,000 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209   129,827,338 1,008,446 SH   SOLE   1,008,446 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506   2,711,700 30,000 SH Call SOLE   30,000 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506   12,790,185 141,500 SH   SOLE   141,500 0 0
SELECT SECTOR SPDR TR FINANCIAL 81369Y605   2,370,093 71,453 SH   SOLE   71,453 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886   31,145,978 528,525 SH   SOLE   528,525 0 0
SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889   7,313,067 235,829 SH   SOLE   235,829 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   55,358,660 129,500 SH Put SOLE   129,500 0 0
SPDR SER TR S&P REGL BKG 78464A698   728,796 17,448 SH   SOLE   17,448 0 0
SPDR SER TR S&P BIOTECH 78464A870   37,562,286 514,411 SH   SOLE   514,411 0 0
TARGET CORP COM 87612E106   1,105,700 10,000 SH Call SOLE   10,000 0 0
TECK RESOURCES LTD CL B 878742204   11,767,879 273,100 SH Call SOLE   273,100 0 0
TECK RESOURCES LTD CL B 878742204   104,928,847 2,435,109 SH   SOLE   2,435,109 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   7,317,194 14,456 SH   SOLE   14,456 0 0
UNITEDHEALTH GROUP INC COM 91324P102   18,251,678 36,200 SH Call SOLE   36,200 0 0
UNITEDHEALTH GROUP INC COM 91324P102   64,450,608 127,830 SH   SOLE   127,830 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106   672,750 25,000 SH   SOLE   25,000 0 0
VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703   479,238 3,223 SH   SOLE   3,223 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   1,160,219 2,954 SH   SOLE   2,954 0 0
VANGUARD INDEX FDS REAL ESTATE ETF 922908553   3,404,700 45,000 SH   SOLE   45,000 0 0
VANGUARD INDEX FDS SM CP VAL ETF 922908611   29,826,930 187,014 SH   SOLE   187,014 0 0
VANGUARD INDEX FDS VALUE ETF 922908744   110,293,380 799,633 SH   SOLE   799,633 0 0
VANGUARD INDEX FDS TOTAL STK MKT 922908769   34,798,822 163,829 SH   SOLE   163,829 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858   1,568,400 40,000 SH Call SOLE   40,000 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858   5,864,184 149,558 SH   SOLE   149,558 0 0
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858   16,992,215 388,660 SH   SOLE   388,660 0 0
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406   1,842,561 17,834 SH   SOLE   17,834 0 0
VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794   5,724,846 92,500 SH   SOLE   92,500 0 0
VICI PPTYS INC COM 925652109   10,764,352 369,909 SH   SOLE   369,909 0 0
XCEL ENERGY INC COM 98389B100   346,868 6,062 SH   SOLE   6,062 0 0