UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
| ABBVIE INC | COM | 00287Y109 | 16,544 | 102,089 | SH | SOLE | 0 | 0 | 102,089 | ||
| ALASKA AIR GROUP INC | COM | 011659109 | 7,292 | 125,739 | SH | SOLE | 0 | 0 | 125,739 | ||
| ALCON AG | ORD SHS | H01301128 | 961 | 12,040 | SH | SOLE | 0 | 0 | 12,040 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 979 | 9,000 | SH | SOLE | 0 | 0 | 9,000 | ||
| D R HORTON INC | COM | 23331A109 | 5,914 | 79,400 | SH | SOLE | 0 | 0 | 79,400 | ||
| DISNEY WALT CO | COM | 254687106 | 6,682 | 48,733 | SH | SOLE | 0 | 0 | 48,733 | ||
| ISHARES INC | MSCI PAC JP ETF | 464286665 | 439 | 8,930 | SH | SOLE | 0 | 0 | 8,930 | ||
| ISHARES INC | MSCI SWITZERLAND | 464286749 | 233 | 4,740 | SH | SOLE | 0 | 0 | 4,740 | ||
| ISHARES INC | MSCI JPN ETF NEW | 46434G822 | 875 | 14,200 | SH | SOLE | 0 | 0 | 14,200 | ||
| ISHARES TR | EUROPE ETF | 464287861 | 942 | 18,765 | SH | SOLE | 0 | 0 | 18,765 | ||
| ISHARES TR | MSCI AC ASIA ETF | 464288182 | 679 | 9,053 | SH | SOLE | 0 | 0 | 9,053 | ||
| ISHARES TR | HDG MSCI JAPAN | 46434V886 | 7,604 | 197,160 | SH | SOLE | 0 | 0 | 197,160 | ||
| LOGITECH INTL S A | SHS | H50430232 | 1,568 | 20,910 | SH | SOLE | 0 | 0 | 20,910 | ||
| LYONDELLBASELL INDUSTRIES N | SHS - A - | N53745100 | 9,459 | 92,023 | SH | SOLE | 0 | 0 | 92,023 | ||
| MARATHON PETE CORP | COM | 56585A102 | 7,595 | 88,860 | SH | SOLE | 0 | 0 | 88,860 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 4,073 | 52,310 | SH | SOLE | 0 | 0 | 52,310 | ||
| MOSAIC CO NEW | COM | 61945C103 | 9,641 | 145,020 | SH | SOLE | 0 | 0 | 145,020 | ||
| OVERSTOCK COM INC DEL | COM | 690370101 | 5,796 | 131,760 | SH | SOLE | 0 | 0 | 131,760 | ||
| ROYAL CARIBBEAN GROUP | COM | V7780T103 | 8,441 | 100,779 | SH | SOLE | 0 | 0 | 100,779 | ||
| SPDR GOLD TR | GOLD SHS | 78463V107 | 9,391 | 52,000 | SH | SOLE | 0 | 0 | 52,000 | ||
| SPDR INDEX SHS FDS | S&P CHINA ETF | 78463X400 | 6,677 | 75,801 | SH | SOLE | 0 | 0 | 75,801 | ||
| STELLANTIS N.V | SHS | N82405106 | 11,887 | 726,080 | SH | SOLE | 0 | 0 | 726,080 | ||
| TAPESTRY INC | COM | 876030107 | 4,175 | 112,410 | SH | SOLE | 0 | 0 | 112,410 | ||
| UBS GROUP AG | SHS | H42097107 | 275 | 14,000 | SH | SOLE | 0 | 0 | 14,000 | ||
| VALERO ENERGY CORP | COM | 91913Y100 | 9,305 | 91,665 | SH | SOLE | 0 | 0 | 91,665 | ||
| WESTERN DIGITAL CORP. | COM | 958102105 | 7,564 | 152,403 | SH | SOLE | 0 | 0 | 152,403 | ||