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
3M CO COM 88579Y101   697,930 6,640 SH   SOLE   6,640 0 0
AT&T INC COM 00206R102   289,713 15,050 SH   SOLE   15,050 0 0
ABRDN GOLD ETF TRUST PHYSCL GOLD SHS 00326A104   188,700 10,000 SH   SOLE   10,000 0 0
ADVISORSHARES TR PURE US CANNABIS 00768Y453   179,235 31,500 SH   SOLE   31,500 0 0
ALBEMARLE CORP COM 012653101   221,040 1,000 SH   SOLE   1,000 0 0
AMNEAL PHARMACEUTICALS INC COM STK CL A 03168L105   117,594 84,600 SH   SOLE   84,600 0 0
ARAMARK COM 03852U106   340,100 9,500 SH   SOLE   9,500 0 0
ARCONIC CORPORATION COM 03966V107   1,015,101 38,700 SH   SOLE   38,700 0 0
ARCOS DORADOS HOLDINGS INC SHS CLASS -A - G0457F107   2,317,395 300,570 SH   SOLE   300,570 0 0
BANK AMERICA CORP COM 060505104   689,260 24,100 SH   SOLE   24,100 0 0
BARCLAYS PLC ADR 06738E204   1,105,103 153,700 SH   SOLE   153,700 0 0
BARRICK GOLD CORP COM 067901108   774,369 41,700 SH   SOLE   41,700 0 0
BOEING CO COM 097023105   1,366,987 6,435 SH   SOLE   6,435 0 0
BP PLC SPONSORED ADR 055622104   3,430,393 90,416 SH   SOLE   90,416 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   821,324 11,850 SH   SOLE   11,850 0 0
BROOKDALE SR LIVING INC COM 112463104   566,400 192,000 SH   SOLE   192,000 0 0
C3 AI INC CL A 12468P104   628,598 18,725 SH   SOLE   18,725 0 0
CARNIVAL CORP COMMON STOCK 143658300   172,550 17,000 SH   SOLE   17,000 0 0
SCHWAB CHARLES CORP COM 808513105   942,840 18,000 SH   SOLE   18,000 0 0
CHEVRON CORP NEW COM 166764100   2,209,513 13,542 SH   SOLE   13,542 0 0
CINEMARK HLDGS INC COM 17243V102   1,212,780 82,000 SH   SOLE   82,000 0 0
CONOCOPHILLIPS COM 20825C104   248,025 2,500 SH   SOLE   2,500 0 0
CORTEVA INC COM 22052L104   594,958 9,865 SH   SOLE   9,865 0 0
CRISPR THERAPEUTICS AG NAMEN AKT H17182108   737,249 16,300 SH   SOLE   16,300 0 0
DELTA AIR LINES INC DEL COM NEW 247361702   460,944 13,200 SH   SOLE   13,200 0 0
DEVON ENERGY CORP NEW COM 25179M103   303,660 6,000 SH   SOLE   6,000 0 0
DOW INC COM 260557103   844,228 15,400 SH   SOLE   15,400 0 0
DUPONT DE NEMOURS INC COM 26614N102   1,699,370 23,678 SH   SOLE   23,678 0 0
DUTCH BROS INC CL A 26701L100   284,670 9,000 SH   SOLE   9,000 0 0
EBAY INC. COM 278642103   399,330 9,000 SH   SOLE   9,000 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108   322,647 3,900 SH   SOLE   3,900 0 0
EL POLLO LOCO HLDGS INC COM 268603107   311,675 32,500 SH   SOLE   32,500 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103   747,300 79,500 SH   SOLE   79,500 0 0
ERICSSON ADR B SEK 10 294821608   114,075 19,500 SH   SOLE   19,500 0 0
FEDEX CORP COM 31428X106   1,885,043 8,250 SH   SOLE   8,250 0 0
FORD MTR CO DEL COM 345370860   878,220 69,700 SH   SOLE   69,700 0 0
FRANCO NEV CORP COM 351858105   495,720 3,400 SH   SOLE   3,400 0 0
GAMING & LEISURE PPTYS INC COM 36467J108   5,375,716 103,260 SH   SOLE   103,260 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107   1,372,362 16,730 SH   SOLE   16,730 0 0
GENERAL ELECTRIC CO COM NEW 369604301   4,715,470 49,325 SH   SOLE   49,325 0 0
GENERAL MTRS CO COM 37045V100   271,432 7,400 SH   SOLE   7,400 0 0
GLACIER BANCORP INC NEW COM 37637Q105   12,725,795 302,923 SH   SOLE   302,923 0 0
GOODYEAR TIRE & RUBR CO COM 382550101   611,610 55,500 SH   SOLE   55,500 0 0
HONDA MOTOR LTD AMERN SHS 438128308   434,436 16,400 SH   SOLE   16,400 0 0
HOWMET AEROSPACE INC COM 443201108   1,247,797 29,450 SH   SOLE   29,450 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   1,468,208 11,200 SH   SOLE   11,200 0 0
IMAX CORP COM 45245E109   1,003,114 52,300 SH   SOLE   52,300 0 0
INTEL CORP COM 458140100   1,904,661 58,300 SH   SOLE   58,300 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357   506,170 3,500 SH   SOLE   3,500 0 0
ISHARES TR CHINA LG-CAP ETF 464287184   218,522 7,400 SH   SOLE   7,400 0 0
ISHARES TR EUROPE ETF 464287861   325,130 6,500 SH   SOLE   6,500 0 0
ISHARES TR MSCI EURO FL ETF 464289180   710,600 38,000 SH   SOLE   38,000 0 0
ISHARES SILVER TR ISHARES 46428Q109   276,500 12,500 SH   SOLE   12,500 0 0
JPMORGAN CHASE & CO COM 46625H100   560,333 4,300 SH   SOLE   4,300 0 0
KINDER MORGAN INC DEL COM 49456B101   218,875 12,500 SH   SOLE   12,500 0 0
KNOWLES CORP COM 49926D109   207,400 12,200 SH   SOLE   12,200 0 0
KRANESHARES TR CSI CHI INTERNET 500767306   366,483 11,750 SH   SOLE   11,750 0 0
KYNDRYL HLDGS INC COMMON STOCK 50155Q100   214,020 14,500 SH   SOLE   14,500 0 0
LINDBLAD EXPEDITIONS HLDGS I COM 535219109   785,832 82,200 SH   SOLE   82,200 0 0
LOEWS CORP COM 540424108   1,218,420 21,000 SH   SOLE   21,000 0 0
LYFT INC CL A COM 55087P104   946,467 102,100 SH   SOLE   102,100 0 0
MAG SILVER CORP COM 55903Q104   779,205 61,500 SH   SOLE   61,500 0 0
MCDONALDS CORP COM 580135101   279,610 1,000 SH   SOLE   1,000 0 0
MEDTRONIC PLC SHS G5960L103   349,891 4,340 SH   SOLE   4,340 0 0
MERCK & CO INC COM 58933Y105   1,840,547 17,300 SH   SOLE   17,300 0 0
MGM RESORTS INTERNATIONAL COM 552953101   955,030 21,500 SH   SOLE   21,500 0 0
NEW GOLD INC CDA COM 644535106   475,640 432,400 SH   SOLE   432,400 0 0
NEW YORK CMNTY BANCORP INC COM 649445103   361,600 40,000 SH   SOLE   40,000 0 0
NEWMONT CORP COM 651639106   801,477 16,350 SH   SOLE   16,350 0 0
NUTANIX INC CL A 67059N108   1,096,778 42,200 SH   SOLE   42,200 0 0
ORGANON & CO COMMON STOCK 68622V106   330,456 14,050 SH   SOLE   14,050 0 0
OWENS CORNING NEW COM 690742101   459,840 4,800 SH   SOLE   4,800 0 0
PARAMOUNT GLOBAL CLASS B COM 92556H206   673,762 30,200 SH   SOLE   30,200 0 0
PENN ENTERTAINMENT INC COM 707569109   5,544,937 186,950 SH   SOLE   186,950 0 0
PROSHARES TR SHRT 20+YR TRE 74347X849   369,775 17,500 SH   SOLE   17,500 0 0
PROSHARES TR SHORT QQQ NEW 74347B714   2,527,350 207,500 SH   SOLE   207,500 0 0
SCHLUMBERGER LTD COM STK 806857108   2,111,300 43,000 SH   SOLE   43,000 0 0
SHAKE SHACK INC CL A 819047101   1,326,211 23,900 SH   SOLE   23,900 0 0
SHELL PLC SPON ADS 780259305   4,289,621 74,550 SH   SOLE   74,550 0 0
SKECHERS U S A INC CL A 830566105   251,856 5,300 SH   SOLE   5,300 0 0
SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 833635105   1,669,836 20,600 SH   SOLE   20,600 0 0
SOUTHWEST AIRLS CO COM 844741108   1,418,744 43,600 SH   SOLE   43,600 0 0
SPROTT PHYSICAL GOLD TR UNIT 85207H104   1,561,460 101,000 SH   SOLE   101,000 0 0
SPROTT PHYSICAL SILVER TR TR UNIT 85207K107   508,740 61,000 SH   SOLE   61,000 0 0
COCA COLA CO COM 191216100   471,428 7,600 SH   SOLE   7,600 0 0
TRIPADVISOR INC COM 896945201   248,250 12,500 SH   SOLE   12,500 0 0
UBER TECHNOLOGIES INC COM 90353T100   1,572,320 49,600 SH   SOLE   49,600 0 0
UNILEVER PLC SPON ADR NEW 904767704   1,526,742 29,400 SH   SOLE   29,400 0 0
UNITED PARCEL SERVICE INC CL B 911312106   2,172,688 11,200 SH   SOLE   11,200 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106   1,449,280 44,800 SH   SOLE   44,800 0 0
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775   245,962 4,600 SH   SOLE   4,600 0 0
VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874   2,108,870 34,600 SH   SOLE   34,600 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   2,446,181 62,900 SH   SOLE   62,900 0 0
V F CORP COM 918204108   544,113 23,750 SH   SOLE   23,750 0 0
VIATRIS INC COM 92556V106   655,122 68,100 SH   SOLE   68,100 0 0
WABTEC COM 929740108   262,756 2,600 SH   SOLE   2,600 0 0
DISNEY WALT CO COM 254687106   566,736 5,660 SH   SOLE   5,660 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104   496,986 32,913 SH   SOLE   32,913 0 0
WELLS FARGO CO NEW COM 949746101   1,498,938 40,100 SH   SOLE   40,100 0 0
WESTROCK CO COM 96145D105   566,742 18,600 SH   SOLE   18,600 0 0
WILLIAMS COS INC COM 969457100   728,584 24,400 SH   SOLE   24,400 0 0
WISDOMTREE TR EUROPE SMCP DV 97717W869   553,931 9,500 SH   SOLE   9,500 0 0
WYNN RESORTS LTD COM 983134107   2,497,272 22,315 SH   SOLE   22,315 0 0