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
VANECK VECTORS ETF TR SEMICONDUCTOR ET 92189F676 33,729 128,620 SH   SOLE   17,000 0 111,620
SPDR S&P 500 ETF TR TR UNIT 78462F103 18,638 43,541 SH   SOLE   0 0 43,541
SELECT SECTOR SPDR TR ENERGY 81369Y506 16,280 302,200 SH   SOLE   70,000 0 232,200
INVESCO QQQ TR UNIT SER 1 46090E103 12,123 34,203 SH   SOLE   0 0 34,203
AMAZON COM INC COM 023135106 10,716 3,115 SH   SOLE   2,000 0 1,115
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 9,190 62,238 SH   SOLE   0 0 62,238
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 7,827 76,440 SH   SOLE   0 0 76,440
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 6,838 45,365 SH   SOLE   0 0 45,365
VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 6,499 191,261 SH   SOLE   0 0 191,261
SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 4,774 57,995 SH   SOLE   0 0 57,995
DISNEY WALT CO COM 254687106 4,243 24,140 SH   SOLE   2,000 0 22,140
FREEPORT-MCMORAN INC CL B 35671D857 4,173 112,450 SH   SOLE   90,000 0 22,450
UNITED AIRLS HLDGS INC COM 910047109 3,766 72,025 SH   SOLE   0 0 72,025
LUMEN TECHNOLOGIES INC COM 550241103 2,964 218,100 SH   SOLE   120,000 0 98,100
INTEL CORP COM 458140100 2,808 50,020 SH   SOLE   50,000 0 20
SIMON PPTY GROUP INC NEW COM 828806109 2,739 20,990 SH   SOLE   2,000 0 18,990
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 2,652 6,739 SH   SOLE   0 0 6,739
ISHARES TR LATN AMER 40 ETF 464287390 2,563 81,310 SH   SOLE   0 0 81,310
BERKSHIRE HATHAWAY INC DEL CL A 084670108 2,512 6 SH   SOLE   0 0 6
VISTA OUTDOOR INC COM 928377100 2,494 53,900 SH   SOLE   35,000 0 18,900
ALPHABET INC CAP STK CL A 02079K305 2,442 1,000 SH   SOLE   1,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 2,408 10,500 SH   SOLE   0 0 10,500
CATERPILLAR INC COM 149123101 2,394 11,000 SH   SOLE   11,000 0 0
ISHARES TR S&P 100 ETF 464287101 2,158 11,000 SH   SOLE   0 0 11,000
INVESCO EXCHANGE TRADED FD T DYNMC SOFTWARE 46137V639 1,974 11,980 SH   SOLE   0 0 11,980
GLOBAL X FDS US INFR DEV ETF 37954Y673 1,827 70,950 SH   SOLE   0 0 70,950
PACER FDS TR BNCHMRK INFRA 69374H741 1,827 45,290 SH   SOLE   0 0 45,290
VICI PPTYS INC COM 925652109 1,735 55,945 SH   SOLE   7,500 0 48,445
VALE S A SPONSORED ADS 91912E105 1,634 71,650 SH   SOLE   50,000 0 21,650
AMERICAN OUTDOOR BRANDS INC COM 02875D109 1,630 46,400 SH   SOLE   45,000 0 1,400
SHOPIFY INC CL A 82509L107 1,587 1,086 SH   SOLE   1,000 0 86
ACTIVISION BLIZZARD INC COM 00507V109 1,570 16,450 SH   SOLE   13,500 0 2,950
MICROSOFT CORP COM 594918104 1,508 5,565 SH   SOLE   5,000 0 565
VANECK VECTORS ETF TR JR GOLD MINERS E 92189F791 1,463 31,300 SH   SOLE   0 0 31,300
AIR PRODS & CHEMS INC COM 009158106 1,438 5,000 SH   SOLE   5,000 0 0
FERRARI N V COM N3167Y103 1,259 6,100 SH   SOLE   6,000 0 100
HUNTSMAN CORP COM 447011107 1,061 40,000 SH   SOLE   40,000 0 0
INVESCO DB COMMDY INDX TRCK UNIT 46138B103 1,025 53,245 SH   SOLE   0 0 53,245
ISHARES INC MSCI JPN ETF NEW 46434G822 907 13,425 SH   SOLE   0 0 13,425
BROOKFIELD RENEWABLE CORP CL A SUB VTG 11284V105 820 19,486 SH   SOLE   0 0 19,486
POSTAL REALTY TRUST INC CL A 73757R102 752 41,220 SH   SOLE   0 0 41,220
INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 46138G649 729 5,000 SH   SOLE   1,500 0 3,500
BUMBLE INC COM CL A 12047B105 720 12,500 SH   SOLE   12,500 0 0
TURQUOISE HILL RES LTD COM 900435207 704 41,700 SH   SOLE   0 0 41,700
MGM GROWTH PPTYS LLC CL A COM 55303A105 699 19,100 SH   SOLE   0 0 19,100
APPLE INC COM 037833100 678 4,952 SH   SOLE   0 0 4,952
SPDR SER TR PORTFOLIO S&P500 78464A854 659 13,100 SH   SOLE   0 0 13,100
GLOBAL MED REIT INC COM NEW 37954A204 617 41,800 SH   SOLE   0 0 41,800
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 598 2,150 SH   SOLE   0 0 2,150
REALTY INCOME CORP COM 756109104 572 8,575 SH   SOLE   0 0 8,575
INVESCO EXCH TRADED FD TR II RUSEL 1000 EQL 46138E420 561 12,275 SH   SOLE   0 0 12,275
MASTERCARD INCORPORATED CL A 57636Q104 560 1,533 SH   SOLE   0 0 1,533
NIKE INC CL B 654106103 560 3,627 SH   SOLE   0 0 3,627
OCCIDENTAL PETE CORP COM 674599105 547 17,500 SH   SOLE   17,500 0 0
ISHARES SILVER TR ISHARES 46428Q109 546 22,550 SH   SOLE   0 0 22,550
ADVANCED MICRO DEVICES INC COM 007903107 470 5,000 SH   SOLE   5,000 0 0
STARBUCKS CORP COM 855244109 456 4,082 SH   SOLE   4,000 0 82
VINCI PARTNERS INVTS LTD COM CL A G9451V109 435 30,000 SH   SOLE   30,000 0 0
ISHARES INC MSCI BRAZIL ETF 464286400 416 10,250 SH   SOLE   0 0 10,250
INFRA AND ENERGY ALTRNTIVE I COM 45686J104 386 30,000 SH   SOLE   30,000 0 0
NEXTERA ENERGY INC COM 65339F101 374 5,100 SH   SOLE   5,000 0 100
LIVE NATION ENTERTAINMENT IN COM 538034109 350 4,000 SH   SOLE   4,000 0 0
IRON MTN INC NEW COM 46284V101 343 8,115 SH   SOLE   0 0 8,115
DIGITAL RLTY TR INC COM 253868103 337 2,240 SH   SOLE   0 0 2,240
VANECK VECTORS ETF TR VIDEO GAMING 92189F114 323 4,450 SH   SOLE   0 0 4,450
EAGLE POINT INCOME COMPANY I COM 269817102 300 18,571 SH   SOLE   0 0 18,571
SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 259 6,559 SH   SOLE   0 0 6,559
SPDR GOLD TR GOLD SHS 78463V107 258 1,555 SH   SOLE   0 0 1,555
THE REAL BROKERAGE INC COM NEW 75585H206 244 27,000 SH   SOLE   17,000 0 10,000
R1 RCM INC COM 749397105 222 10,000 SH   SOLE   10,000 0 0
EVERTEC INC COM 30040P103 218 5,000 SH   SOLE   5,000 0 0
ISHARES TR CORE S&P500 ETF 464287200 215 501 SH   SOLE   0 0 501
HANNON ARMSTRONG SUST INFR C COM 41068X100 205 3,645 SH   SOLE   0 0 3,645
CITY OFFICE REIT INC COM 178587101 147 11,840 SH   SOLE   0 0 11,840
CRONOS GROUP INC COM 22717L101 108 12,500 SH   SOLE   0 0 12,500