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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
SPDR S&P 500 ETF TR TR UNIT 78462F103 43,179 95,604 SH   SOLE   0 0 95,604
SELECT SECTOR SPDR TR ENERGY 81369Y506 23,670 309,657 SH   SOLE   0 0 309,657
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 21,846 138,520 SH   SOLE   0 0 138,520
ISHARES TR GLOBAL ENERG ETF 464287341 14,505 401,235 SH   SOLE   0 0 401,235
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 9,267 58,306 SH   SOLE   0 0 58,306
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 7,322 71,104 SH   SOLE   0 0 71,104
FLEXSHARES TR MORNSTAR UPSTR 33939L407 5,805 123,958 SH   SOLE   0 0 123,958
SPDR SER TR S&P OILGAS EXP 78468R556 5,550 41,250 SH   SOLE   0 0 41,250
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 5,193 19,250 SH   SOLE   0 0 19,250
CHEVRON CORP NEW COM 166764100 4,991 30,652 SH   SOLE   5,300 0 25,352
SELECTSECTOR SPDR TR SBI MATERIALS 81369Y100 4,879 55,347 SH   SOLE   0 0 55,347
INVESCO EXCH TRADED FD TR II RUSEL 1000 EQL 46138E420 4,661 100,235 SH   SOLE   0 0 100,235
SPDR SER TR PORTFOLIO S&P500 78464A854 4,660 87,704 SH   SOLE   0 0 87,704
VICI PPTYS INC COM 925652109 4,592 161,339 SH   SOLE   40,000 0 121,339
AMAZON COM INC COM COM 023135106 4,564 1,400 SH   SOLE   0 0 1,400
SIMON PPTY GROUP INC NEW COM 828806109 4,516 34,325 SH   SOLE   13,500 0 20,825
VANECK ETF TRUST RETAIL ETF 92189F684 4,413 24,425 SH   SOLE   2,000 0 22,425
ISHARES INC MSCI EMRG CHN 46434G764 4,244 72,950 SH   SOLE   0 0 72,950
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,930 11,135 SH   SOLE   0 0 11,135
VANGUARD INDEX FDS SHS NEW 922908363 3,003 7,234 SH   SOLE   0 0 7,234
OCCIDENTAL PETE CORP COM 674599105 2,724 48,002 SH   SOLE   32,000 0 16,002
MARRIOTT VACATIONS WORLDWIDE COM 57164Y107 2,657 16,850 SH   SOLE   14,200 0 2,650
PACER FDS TR BNCHMRK INFRA 69374H741 2,584 66,200 SH   SOLE   0 0 66,200
NEXTERAENERGYINC COM 65339F101 2,408 28,422 SH   SOLE   22,900 0 5,522
ISHARESTR ETF 464287101 2,294 11,000 SH   SOLE   0 0 11,000
ATLAS AIR WORLDWIDE HLDGS INC COM NEW 049164205 2,246 26,000 SH   SOLE   0 0 26,000
KLA CORP COM NEW 482480100 2,087 5,700 SH   SOLE   5,700 0 0
NUTRIEN LTD COM NEW 67077M108 2,069 20,000 SH   SOLE   19,000 0 1,000
TYSON FOODS INC CL A 902494103 2,061 23,000 SH   SOLE   23,000 0 0
NEWMONT CORP COM 651639106 2,034 25,600 SH   SOLE   25,600 0 0
BROADCOM INC COM 11135F101 2,015 3,200 SH   SOLE   3,200 0 0
SPDR SER TR S&P METALS MNG 78464A755 1,869 30,497 SH   SOLE   0 0 30,497
MICROSOFT CORP COM 594918104 1,850 6,000 SH   SOLE   0 0 6,000
WABTEC COM 929740108 1,779 18,501 SH   SOLE   18,000 0 501
SELECTSECTOR SPDR TR FINANCIALS 81369Y605 1,755 45,805 SH   SOLE   0 0 45,805
HUNTSMAN CORP COM 447011107 1,575 42,000 SH   SOLE   42,000 0 0
ABERCROMBIE & FITCH CO CL A CL A 002896207 1,529 47,800 SH   SOLE   0 0 47,800
GOODYEAR TIRE & RUBR CO COM 382550101 1,429 100,000 SH   SOLE   100,000 0 0
PURE STORAGE INCCL A CL A 74624M102 1,412 40,000 SH   SOLE   40,000 0 0
APPLE INC COM COM 037833100 1,330 7,618 SH   SOLE   0 0 7,618
CNHI NDL N V SHS N20944109 1,281 80,000 SH   SOLE   80,000 0 0
AGNICO EAGLE MINES LTD COM 008474108 1,225 20,000 SH   SOLE   0 0 20,000
FERRARI N V COM N3167Y103 1,216 5,500 SH   SOLE   4,000 0 1,500
GLOBAL X FDS US INFR DEV ETF 37954Y673 1,103 39,000 SH   SOLE   0 0 39,000
REALTY INCOME CORP COM 756109104 1,086 15,675 SH   SOLE   0 0 15,675
POSTAL REALTY TRUST INC CL A 73757R102 1,079 64,125 SH   SOLE   0 0 64,125
GAMING & LEISURE PPTYS INC COM 36467J108 1,064 22,675 SH   SOLE   0 0 22,675
LYONDELLBASELL INDUSTRIESN SHS - A - N53745100 1,028 10,000 SH   SOLE   10,000 0 0
EXPEDIA GROUP INC COM NEW 30212P303 978 5,000 SH   SOLE   5,000 0 0
ALPHABET INC CAP STK CL A 02079K305 973 350 SH   SOLE   0 0 350
MASTEC INC COM 576323109 941 10,800 SH   SOLE   10,800 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 902 1,350 SH   SOLE   1,350 0 0
GLOBALMED REITINC COM NEW 37954A204 899 55,100 SH   SOLE   0 0 55,100
FREEPORT-MCMORAN INC CL B CL B 35671D857 858 17,250 SH   SOLE   5,000 0 12,250
QUALCOMM INC COM 747525103 857 5,611 SH   SOLE   5,000 0 611
MGM GROWTH PPTYS LLC CL A COM 55303A105 720 18,600 SH   SOLE   0 0 18,600
SOVOS BRANDS INC COM 84612U107 709 50,000 SH   SOLE   50,000 0 0
NIKE INC CL B 654106103 703 5,224 SH   SOLE   1,000 0 4,224
LIBERTY MEDIA CORP DEL COM SER C FRMLA 531229854 698 10,000 SH   SOLE   10,000 0 0
BROOKFIELD RENEWABLE CORP CL A SUB VTG 11284V105 696 15,924 SH   SOLE   0 0 15,924
BROADMARK RLTY CAP INC COM 11135B100 564 65,191 SH   SOLE   0 0 65,191
SPDR SER TR NYSE TECH ETF 78464A201 508 6,056 SH   SOLE   0 0 6,056
DICKS SPORTING GOODS INC COM 253393102 500 5,000 SH   SOLE   5,000 0 0
SOUTHWEST AIRLS CO COM 844741108 485 10,600 SH   SOLE   10,600 0 0
CURTISS WRIGHT CORP COM 231561101 450 3,000 SH   SOLE   3,000 0 0
GARRETT MOTION INC COM 366505105 449 62,500 SH   SOLE   62,500 0 0
IRON MTN INC NEW COM 46284V101 442 7,975 SH   SOLE   0 0 7,975
SANDRIDGE ENERGY INC COM NEW 80007P869 425 26,500 SH   SOLE   26,500 0 0
ISHARES TR RUS 1000 GRW ETF 464287614 423 1,525 SH   SOLE   0 0 1,525
CSX CORP COM 126408103 397 10,600 SH   SOLE   10,600 0 0
FORTRESS TRANS INFRST INVS L COM REP LTD LIAB 34960P101 386 15,000 SH   SOLE   15,000 0 0
EAGLE POINT INCOME COMPANY I COM 269817102 383 22,728 SH   SOLE   0 0 22,728
ISHARES INC MSCI BRAZIL ETF 464286400 378 10,000 SH   SOLE   0 0 10,000
COLLABORATIVE INVESTMNT SER TUTTLE CAP SHORT 19423L565 370 8,000 SH   SOLE   8,000 0 0
ARCHER-DANIELS MIDLAND CO COM 039483102 370 4,100 SH   SOLE   0 0 4,100
ETF MANAGERS TR PRIME CYBR SCRTY 26924G201 352 6,000 SH   SOLE   0 0 6,000
DELEK US HLDGS INC NEW COM 24665A103 318 15,000 SH   SOLE   15,000 0 0
DIGITAL RLTY TR INC COM 253868103 318 2,240 SH   SOLE   0 0 2,240
INTERCONTINENTAL EXCHANGE IN COM 45866F104 277 2,100 SH   SOLE   2,100 0 0
OLIN CORP COM PAR $1 680665205 277 5,300 SH   SOLE   5,300 0 0
EARTHSTONE ENERGY INC CL A 27032D304 265 21,000 SH   SOLE   21,000 0 0
O-I GLASS INC COM 67098H104 264 20,000 SH   SOLE   20,000 0 0
SSGA ACTIVE ETF TR BLACKSTONE SENR 78467V608 245 5,450 SH   SOLE   0 0 5,450
ALGOMA STL GRP INC COM 015658107 236 21,000 SH   SOLE   0 0 21,000
DISNEY WALT CO COM 254687106 233 1,700 SH   SOLE   0 0 1,700
ISHARES TR CORE S&P500 ETF 464287200 227 501 SH   SOLE   0 0 501
ALPINE INCOME PPTY TR INC COM 02083X103 225 11,975 SH   SOLE   0 0 11,975
LIFE TIME GROUP HOLDINGS INC COMMON STOCK 53190C102 218 15,000 SH   SOLE   15,000 0 0
MARQETA INC CLASS A COM 57142B104 110 10,000 SH   SOLE   0 0 10,000
THE REAL BROKERAGE INC COM NEW 75585H206 92 40,000 SH   SOLE   0 0 40,000
SACHEM CAP CORP COM 78590A109 89 17,450 SH   SOLE   0 0 17,450