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
ACI WORLDWIDE INC COM 004498101   547,926 17,400 SH   SOLE   17,400 0 0
AGNICO EAGLE MINES LTD COM 008474108   1,831,076 29,900 SH   SOLE   29,900 0 0
ALBEMARLE CORP COM 012653101   662,344 2,995 SH   SOLE   2,995 0 0
ALLISON TRANSMISSION HLDGS I COM 01973R101   1,120,873 28,550 SH   SOLE   28,550 0 0
ALPHABET INC CAP STK CL C 02079K107   1,396,495 500 SH   SOLE   500 0 0
AMERICAN EXPRESS CO COM 025816109   348,194 1,862 SH   SOLE   1,862 0 0
ANTHEM INC COM 036752103   307,013 625 SH   SOLE   625 0 0
ARISTA NETWORKS INC COM 040413106   555,920 4,000 SH   SOLE   4,000 0 0
AT&T INC COM 00206R102   923,295 39,073 SH   SOLE   39,073 0 0
BAXTER INTL INC COM 071813109   928,154 11,970 SH   SOLE   11,970 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101   632,220 8,200 SH   SOLE   8,200 0 0
BK OF AMERICA CORP COM 060505104   1,321,719 32,065 SH   SOLE   32,065 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106   650,016 7,400 SH   SOLE   7,400 0 0
BORGWARNER INC COM 099724106   1,285,840 33,055 SH   SOLE   33,055 0 0
BRINKER INTL INC COM 109641100   568,584 14,900 SH   SOLE   14,900 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   2,085,737 28,560 SH   SOLE   28,560 0 0
BWX TECHNOLOGIES INC COM 05605H100   630,162 11,700 SH   SOLE   11,700 0 0
CAMPBELL SOUP CO COM 134429109   589,661 13,230 SH   SOLE   13,230 0 0
CERNER CORP COM 156782104   1,539,062 16,450 SH   SOLE   16,450 0 0
CIENA CORP COM NEW 171779309   551,733 9,100 SH   SOLE   9,100 0 0
CISCO SYS INC COM 17275R102   1,272,443 22,820 SH   SOLE   22,820 0 0
CITIGROUP INC COM NEW 172967424   1,244,754 23,310 SH   SOLE   23,310 0 0
CITIZENS FINL GROUP INC COM 174610105   574,558 12,675 SH   SOLE   12,675 0 0
COLUMBIA BKG SYS INC COM 197236102   235,571 7,300 SH   SOLE   7,300 0 0
COLUMBIA SPORTSWEAR CO COM 198516106   592,972 6,550 SH   SOLE   6,550 0 0
CONOCOPHILLIPS COM 20825C104   640,000 6,400 SH   SOLE   6,400 0 0
COTERRA ENERGY INC COM 127097103   628,401 23,300 SH   SOLE   23,300 0 0
CUMMINS INC COM 231021106   594,819 2,900 SH   SOLE   2,900 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204   821,818 7,360 SH   SOLE   7,360 0 0
DUPONT DE NEMOURS INC COM 26614N102   1,502,136 20,415 SH   SOLE   20,415 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103   302,644 11,600 SH   SOLE   11,600 0 0
ENCOMPASS HEALTH CORP COM 29261A100   604,435 8,500 SH   SOLE   8,500 0 0
EXXON MOBIL CORP COM 30231G102   868,847 10,520 SH   SOLE   10,520 0 0
FEDEX CORP COM 31428X106   1,812,941 7,835 SH   SOLE   7,835 0 0
FIFTH THIRD BANCORP COM 316773100   1,011,440 23,500 SH   SOLE   23,500 0 0
FMC CORP COM NEW 302491303   1,943,947 14,775 SH   SOLE   14,775 0 0
GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105   271,161 6,225 SH   SOLE   6,225 0 0
GLOBAL PMTS INC COM 37940X102   1,514,135 11,065 SH   SOLE   11,065 0 0
GOODYEAR TIRE & RUBR CO COM 382550101   341,531 23,900 SH   SOLE   23,900 0 0
HALLIBURTON CO COM 406216101   1,608,150 42,465 SH   SOLE   42,465 0 0
HALOZYME THERAPEUTICS INC COM 40637H109   705,876 17,700 SH   SOLE   17,700 0 0
HUNTSMAN CORP COM 447011107   663,927 17,700 SH   SOLE   17,700 0 0
INGREDION INC COM 457187102   1,614,454 18,525 SH   SOLE   18,525 0 0
INTEL CORP COM 458140100   855,406 17,260 SH   SOLE   17,260 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   984,251 7,570 SH   SOLE   7,570 0 0
IPG PHOTONICS CORP COM 44980X109   471,968 4,300 SH   SOLE   4,300 0 0
ISHARES S&P GSCI COMMODITY- UNIT BEN INT 46428R107   434,880 19,200 SH   SOLE   19,200 0 0
ISHARES TR ISHS 1-5YR INVS 464288646   2,814,499 54,418 SH   SOLE   54,418 0 0
ISHARES TR MSCI ACWI EX US 464288240   1,978,942 37,860 SH   SOLE   37,860 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   1,391,731 6,780 SH   SOLE   6,780 0 0
JACK IN THE BOX INC COM 466367109   677,223 7,250 SH   SOLE   7,250 0 0
JOHNSON & JOHNSON COM 478160104   258,756 1,460 SH   SOLE   1,460 0 0
JPMORGAN CHASE & CO COM 46625H100   1,977,322 14,505 SH   SOLE   14,505 0 0
KIRBY CORP COM 497266106   1,769,016 24,505 SH   SOLE   24,505 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104   532,353 10,550 SH   SOLE   10,550 0 0
LAMB WESTON HLDGS INC COM 513272104   419,370 7,000 SH   SOLE   7,000 0 0
LOCKHEED MARTIN CORP COM 539830109   1,114,535 2,525 SH   SOLE   2,525 0 0
MCKESSON CORP COM 58155Q103   428,582 1,400 SH   SOLE   1,400 0 0
MDU RES GROUP INC COM 552690109   705,825 26,485 SH   SOLE   26,485 0 0
MEDTRONIC PLC SHS G5960L103   959,163 8,645 SH   SOLE   8,645 0 0
MERCK & CO INC COM 58933Y105   1,827,500 22,273 SH   SOLE   22,273 0 0
MERCURY SYS INC COM 589378108   483,375 7,500 SH   SOLE   7,500 0 0
MKS INSTRS INC COM 55306N104   600,000 4,000 SH   SOLE   4,000 0 0
MOMENTIVE GLOBAL INC COM 60878Y108   559,344 34,400 SH   SOLE   34,400 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109   609,375 6,500 SH   SOLE   6,500 0 0
NORFOLK SOUTHN CORP COM 655844108   1,568,140 5,498 SH   SOLE   5,498 0 0
NUTANIX INC CL A 67059N108   435,557 16,240 SH   SOLE   16,240 0 0
OLLIES BARGAIN OUTLET HLDGS COM 681116109   270,648 6,300 SH   SOLE   6,300 0 0
OMNICOM GROUP INC COM 681919106   704,504 8,300 SH   SOLE   8,300 0 0
PAGERDUTY INC COM 69553P100   256,425 7,500 SH   SOLE   7,500 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108   237,529 17,300 SH   SOLE   17,300 0 0
PAN AMERN SILVER CORP COM 697900108   1,782,827 65,305 SH   SOLE   65,305 0 0
PEGASYSTEMS INC COM 705573103   362,925 4,500 SH   SOLE   4,500 0 0
PINTEREST INC CL A 72352L106   334,696 13,600 SH   SOLE   13,600 0 0
PNC FINL SVCS GROUP INC COM 693475105   1,440,370 7,809 SH   SOLE   7,809 0 0
PULTE GROUP INC COM 745867101   419,000 10,000 SH   SOLE   10,000 0 0
PURE STORAGE INC CL A 74624M102   515,526 14,600 SH   SOLE   14,600 0 0
Q2 HLDGS INC COM 74736L109   548,685 8,900 SH   SOLE   8,900 0 0
QUIDEL CORP COM 74838J101   359,872 3,200 SH   SOLE   3,200 0 0
SABRE CORP COM 78573M104   637,794 55,800 SH   SOLE   55,800 0 0
SCHLUMBERGER LTD COM STK 806857108   1,085,007 26,265 SH   SOLE   26,265 0 0
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102   498,330 9,800 SH   SOLE   9,800 0 0
SKYWORKS SOLUTIONS INC COM 83088M102   406,504 3,050 SH   SOLE   3,050 0 0
SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109   6,734,051 19,416 SH   SOLE   19,416 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   6,363,156 14,089 SH   SOLE   14,089 0 0
SPDR SER TR S&P BIOTECH 78464A870   479,510 5,335 SH   SOLE   5,335 0 0
SPLUNK INC COM 848637104   728,189 4,900 SH   SOLE   4,900 0 0
SPRINKLR INC CL A 85208T107   452,200 38,000 SH   SOLE   38,000 0 0
STATE STR CORP COM 857477103   500,940 5,750 SH   SOLE   5,750 0 0
STERIS PLC SHS USD G8473T100   640,691 2,650 SH   SOLE   2,650 0 0
SYSCO CORP COM 871829107   475,611 5,825 SH   SOLE   5,825 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   553,464 3,600 SH   SOLE   3,600 0 0
TARGET CORP COM 87612E106   1,472,807 6,940 SH   SOLE   6,940 0 0
TRUIST FINL CORP COM 89832Q109   415,101 7,321 SH   SOLE   7,321 0 0
UNIFIRST CORP MASS COM 904708104   202,708 1,100 SH   SOLE   1,100 0 0
UNITEDHEALTH GROUP INC COM 91324P102   1,495,742 2,933 SH   SOLE   2,933 0 0
V F CORP COM 918204108   506,054 8,900 SH   SOLE   8,900 0 0
VANGUARD BD INDEX FDS SHORT TRM BOND 921937827   311,600 4,000 SH   SOLE   4,000 0 0
VANGUARD INDEX FDS REAL ESTATE ETF 922908553   363,256 3,352 SH   SOLE   3,352 0 0
VANGUARD INDEX FDS TOTAL STK MKT 922908769   21,558,072 94,690 SH   SOLE   94,690 0 0
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775   1,101,409 19,125 SH   SOLE   19,125 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   1,239,166 24,326 SH   SOLE   24,326 0 0
VISTEON CORP COM NEW 92839U206   537,465 4,925 SH   SOLE   4,925 0 0
WELLS FARGO CO NEW COM 949746101   387,680 8,000 SH   SOLE   8,000 0 0
ZENDESK INC COM 98936J101   555,620 4,619 SH   SOLE   4,619 0 0
ZIPRECRUITER INC CL A 98980B103   559,609 24,352 SH   SOLE   24,352 0 0