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
ABBOTT LABS COM 002824100 218 1,878 SH   SOLE   0 0 1,878
AFLAC INC COM 001055102 285 5,304 SH   SOLE   0 0 5,304
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 692 3,801 SH   SOLE   0 0 3,801
ALPHABET INC CAP STK CL A 02079K305 247 101 SH   SOLE   0 0 101
ALPHABET INC CAP STK CL C 02079K107 243 97 SH   SOLE   0 0 97
AMAZON COM INC COM 023135106 1,018 296 SH   SOLE   0 0 296
AMETEK INC COM 031100100 842 6,304 SH   SOLE   0 0 6,304
APPLE INC COM 037833100 1,230 8,978 SH   SOLE   0 0 8,978
ARCHER DANIELS MIDLAND CO COM 039483102 838 13,832 SH   SOLE   0 0 13,832
AT&T INC COM 00206R102 266 9,255 SH   SOLE   0 0 9,255
AUTODESK INC COM 052769106 831 2,846 SH   SOLE   0 0 2,846
BAKER HUGHES COMPANY CL A 05722G100 512 22,375 SH   SOLE   0 0 22,375
CELANESE CORP DEL COM 150870103 556 3,665 SH   SOLE   0 0 3,665
COMCAST CORP NEW CL A 20030N101 519 9,111 SH   SOLE   0 0 9,111
COSTCO WHSL CORP NEW COM 22160K105 770 1,947 SH   SOLE   0 0 1,947
CSX CORP COM 126408103 815 25,400 SH   SOLE   0 0 25,400
DISNEY WALT CO COM 254687106 513 2,919 SH   SOLE   0 0 2,919
EATON CORP PLC SHS G29183103 897 6,053 SH   SOLE   0 0 6,053
EXXON MOBIL CORP COM 30231G102 227 3,596 SH   SOLE   0 0 3,596
FEDEX CORP COM 31428X106 866 2,902 SH   SOLE   0 0 2,902
FREEPORT-MCMORAN INC CL B 35671D857 747 20,131 SH   SOLE   0 0 20,131
HCA HEALTHCARE INC COM 40412C101 872 4,218 SH   SOLE   0 0 4,218
HOLLY ENERGY PARTNERS L P COM UT LTD PTN 435763107 564 24,936 SH   SOLE   0 0 24,936
ISHARES TR 1 3 YR TREAS BD 464287457 15,912 184,674 SH   SOLE   0 0 184,674
ISHARES TR CRE U S REIT ETF 464288521 9,859 168,991 SH   SOLE   0 0 168,991
JOHNSON & JOHNSON COM 478160104 829 5,030 SH   SOLE   0 0 5,030
MEDTRONIC PLC SHS G5960L103 745 6,003 SH   SOLE   0 0 6,003
META MATERIALS INC COM 59134N104 520 69,450 SH   SOLE   0 0 69,450
MICRON TECHNOLOGY INC COM 595112103 822 9,671 SH   SOLE   0 0 9,671
MICROSOFT CORP COM 594918104 323 1,193 SH   SOLE   0 0 1,193
NIKE INC CL B 654106103 1,138 7,365 SH   SOLE   0 0 7,365
NVIDIA CORPORATION COM 67066G104 1,089 1,361 SH   SOLE   0 0 1,361
SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 8,183 101,059 SH   SOLE   0 0 101,059
SELECT SECTOR SPDR TR ENERGY 81369Y506 7,663 142,255 SH   SOLE   0 0 142,255
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 18,848 105,564 SH   SOLE   0 0 105,564
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 9,765 139,563 SH   SOLE   0 0 139,563
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 20,247 160,754 SH   SOLE   0 0 160,754
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 22,877 223,406 SH   SOLE   0 0 223,406
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 8,197 129,631 SH   SOLE   0 0 129,631
SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 8,585 104,304 SH   SOLE   0 0 104,304
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 23,905 161,896 SH   SOLE   0 0 161,896
SPDR GOLD TR GOLD SHS 78463V107 3,646 22,015 SH   SOLE   0 0 22,015
SPDR SER TR NUVEEN BLMBRG SR 78468R739 64,587 1,303,200 SH   SOLE   0 0 1,303,200
TARGET CORP COM 87612E106 1,092 4,518 SH   SOLE   0 0 4,518
TELEPHONE & DATA SYS INC COM NEW 879433829 353 15,585 SH   SOLE   0 0 15,585
THERMO FISHER SCIENTIFIC INC COM 883556102 913 1,809 SH   SOLE   0 0 1,809
WEYERHAEUSER CO MTN BE COM NEW 962166104 720 20,911 SH   SOLE   0 0 20,911