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
AMERICAN AIRLINES GROUP INC Common Stock 02376R102   2,307,068 180,099 SH   SOLE   180,099 0 0
AFLAC INC Common Stock 001055102   3,084,045 40,183 SH   SOLE   40,183 0 0
AGNC INVESTMENT CORP Common Stock 00123Q104   3,633,456 384,900 SH   SOLE   384,900 0 0
AMERICAN INTERNATIONAL GROUP Common Stock 026874784   2,278,378 37,597 SH   SOLE   37,597 0 0
ALBEMARLE CORP Common Stock 012653101   165,109 971 SH   SOLE   971 0 0
AMGEN INC Common Stock 031162100   2,732,752 10,168 SH   SOLE   10,168 0 0
ARISTA NETWORKS INC Common Stock 040413106   298,334 1,622 SH   SOLE   1,622 0 0
APA CORP Common Stock 03743Q108   2,623,988 63,844 SH   SOLE   63,844 0 0
APOLLO GLOBAL MANAGEMENT INC Common Stock 03769M106   636,488 7,091 SH   SOLE   7,091 0 0
ANTERO RESOURCES CORP Common Stock 03674X106   407,984 16,075 SH   SOLE   16,075 0 0
AUTOZONE INC Common Stock 053332102   2,608,570 1,027 SH   SOLE   1,027 0 0
JPMORGAN BETABUILDERS JAPAN ETP 46641Q217   3,238,872 64,468 SH   SOLE   64,468 0 0
INVESCO SENIOR LOAN ETF ETP 46138G508   2,593,524 123,560 SH   SOLE   123,560 0 0
BRISTOL-MYERS SQUIBB CO Common Stock 110122108   2,089,962 36,009 SH   SOLE   36,009 0 0
BOSTON SCIENTIFIC CORP Common Stock 101137107   2,538,307 48,074 SH   SOLE   48,074 0 0
BORGWARNER INC Common Stock 099724106   1,749,717 43,342 SH   SOLE   43,342 0 0
CARDINAL HEALTH INC Common Stock 14149Y108   5,175,253 59,609 SH   SOLE   59,609 0 0
CARNIVAL CORP Common Stock 143658300   531,650 38,750 SH   SOLE   38,750 0 0
CF INDUSTRIES HOLDINGS INC Common Stock 125269100   1,944,155 22,675 SH   SOLE   22,675 0 0
CONFLUENT INC-CLASS A Common Stock 20717M103   217,189 7,335 SH   SOLE   7,335 0 0
THE CIGNA GROUP Common Stock 125523100   6,797,595 23,762 SH   SOLE   23,762 0 0
CANADIAN NATURAL RESOURCES Common Stock 136385101   607,575 9,395 SH   SOLE   9,395 0 0
CONOCOPHILLIPS Common Stock 20825C104   3,231,725 26,976 SH   SOLE   26,976 0 0
COUPANG INC Common Stock 22266T109   540,566 31,798 SH   SOLE   31,798 0 0
COTERRA ENERGY INC Common Stock 127097103   3,279,758 121,248 SH   SOLE   121,248 0 0
CENOVUS ENERGY INC Common Stock 15135U109   860,074 41,310 SH   SOLE   41,310 0 0
CHEVRON CORP Common Stock 166764100   2,786,614 16,526 SH   SOLE   16,526 0 0
SPDR BLOOMBERG CONVERTIBLE S ETP 78464A359   2,520,533 37,176 SH   SOLE   37,176 0 0
DELTA AIR LINES INC Common Stock 247361702   2,637,582 71,286 SH   SOLE   71,286 0 0
HF SINCLAIR CORP Common Stock 403949100   568,275 9,982 SH   SOLE   9,982 0 0
DRAFTKINGS INC-CL A Common Stock 26142V105   296,637 10,076 SH   SOLE   10,076 0 0
DEVON ENERGY CORP Common Stock 25179M103   196,810 4,126 SH   SOLE   4,126 0 0
SPDR S&P INTER DVD ETF ETP 78463X772   2,371,597 72,085 SH   SOLE   72,085 0 0
EVEREST GROUP LTD Common Stock G3223R108   2,101,422 5,654 SH   SOLE   5,654 0 0
ISHARES JP MORGAN USD EMERGI ETP 464288281   1,696,694 20,561 SH   SOLE   20,561 0 0
ISHARES J.P. MORGAN EM HIGH ETP 464286285   2,404,858 70,648 SH   SOLE   70,648 0 0
ENPHASE ENERGY INC Common Stock 29355A107   96,721 805 SH   SOLE   805 0 0
EOG RESOURCES INC Common Stock 26875P101   771,588 6,087 SH   SOLE   6,087 0 0
ISHARES MSCI POLAND ETF ETP 46429B606   740,161 43,259 SH   SOLE   43,259 0 0
ISHARES MSCI PERU AND GLOBAL ETP 464289842   780,576 25,864 SH   SOLE   25,864 0 0
EQT CORP Common Stock 26884L109   5,335,418 131,479 SH   SOLE   131,479 0 0
ISHARES MSCI GERMANY ETF ETP 464286806   493,582 18,839 SH   SOLE   18,839 0 0
ISHARES MSCI ITALY ETF ETP 46434G830   697,804 22,939 SH   SOLE   22,939 0 0
ISHARES MSCI SWITZERLAND ETF ETP 464286749   496,785 11,402 SH   SOLE   11,402 0 0
ISHARES MSCI AUSTRIA ETF ETP 464286202   647,245 32,933 SH   SOLE   32,933 0 0
ISHARES MSCI SPAIN ETF ETP 464286764   711,040 25,856 SH   SOLE   25,856 0 0
ISHARES MSCI FRANCE ETF ETP 464286707   629,623 17,691 SH   SOLE   17,691 0 0
ISHARES MSCI TAIWAN ETF ETP 46434G772   809,340 18,167 SH   SOLE   18,167 0 0
ISHARES MSCI UNITED KINGDOM ETP 46435G334   728,100 23,012 SH   SOLE   23,012 0 0
ISHARES MSCI MEXICO ETF ETP 464286822   782,320 13,435 SH   SOLE   13,435 0 0
ISHARES MSCI SOUTH KOREA ETF ETP 464286772   558,457 9,475 SH   SOLE   9,475 0 0
ISHARES MSCI BRAZIL ETF ETP 464286400   823,582 26,853 SH   SOLE   26,853 0 0
FORD MOTOR CO Common Stock 345370860   2,244,778 180,739 SH   SOLE   180,739 0 0
ISHARES FALLEN ANGELS ETF ETP 46435G474   1,207,090 48,673 SH   SOLE   48,673 0 0
DIAMONDBACK ENERGY INC Common Stock 25278X109   2,620,415 16,919 SH   SOLE   16,919 0 0
SPDR BLOOMBERG INVESTMENT GR ETP 78468R200   541,932 17,641 SH   SOLE   17,641 0 0
FORTINET INC Common Stock 34959E109   220,989 3,766 SH   SOLE   3,766 0 0
ISHARES US&INTL HIGH YIELD C ETP 464286178   1,208,911 29,120 SH   SOLE   29,120 0 0
GLOBE LIFE INC Common Stock 37959E102   2,574,400 23,677 SH   SOLE   23,677 0 0
GENERAL MOTORS CO Common Stock 37045V100   2,079,385 63,069 SH   SOLE   63,069 0 0
GENUINE PARTS CO Common Stock 372460105   2,256,804 15,631 SH   SOLE   15,631 0 0
GLOBAL X MSCI GREECE ETF ETP 37954Y319   732,522 22,044 SH   SOLE   22,044 0 0
HYATT HOTELS CORP - CL A Common Stock 448579102   459,963 4,336 SH   SOLE   4,336 0 0
HCA HEALTHCARE INC Common Stock 40412C101   1,888,634 7,678 SH   SOLE   7,678 0 0
HESS CORP Common Stock 42809H107   283,509 1,853 SH   SOLE   1,853 0 0
HARTFORD FINANCIAL SVCS GRP Common Stock 416515104   2,084,612 29,398 SH   SOLE   29,398 0 0
HEWLETT PACKARD ENTERPRISE Common Stock 42824C109   2,492,230 143,479 SH   SOLE   143,479 0 0
HERSHEY CO/THE Common Stock 427866108   1,913,165 9,562 SH   SOLE   9,562 0 0
HUMANA INC Common Stock 444859102   2,438,925 5,013 SH   SOLE   5,013 0 0
FLEXSHARES HIGH YIELD VALUE ETP 33939L662   1,216,298 30,591 SH   SOLE   30,591 0 0
ISHARES 1-5Y INV GRADE CORP ETP 464288646   536,370 10,764 SH   SOLE   10,764 0 0
IMPERIAL OIL LTD Common Stock 453038408   604,506 9,815 SH   SOLE   9,815 0 0
ISHARES MSCI INDIA ETF ETP 46429B598   833,105 18,840 SH   SOLE   18,840 0 0
ISHARES RUSSELL 1000 VALUE E ETP 464287598   2,154,781 14,193 SH   SOLE   14,193 0 0
JABIL INC Common Stock 466313103   684,064 5,391 SH   SOLE   5,391 0 0
JACK HENRY & ASSOCIATES INC Common Stock 426281101   2,329,067 15,410 SH   SOLE   15,410 0 0
JOHNSON & JOHNSON Common Stock 478160104   2,534,520 16,273 SH   SOLE   16,273 0 0
SPDR BLOOMBERG HIGH YIELD BO ETP 78468R622   1,211,812 13,405 SH   SOLE   13,405 0 0
LENNAR CORP-A Common Stock 526057104   2,113,403 18,831 SH   SOLE   18,831 0 0
LAS VEGAS SANDS CORP Common Stock 517834107   397,112 8,663 SH   SOLE   8,663 0 0
LAMB WESTON HOLDINGS INC Common Stock 513272104   2,116,687 22,893 SH   SOLE   22,893 0 0
MCDONALD'S CORP Common Stock 580135101   2,323,804 8,821 SH   SOLE   8,821 0 0
MCKESSON CORP Common Stock 58155Q103   5,469,108 12,577 SH   SOLE   12,577 0 0
MONGODB INC Common Stock 60937P106   236,914 685 SH   SOLE   685 0 0
MONDELEZ INTERNATIONAL INC-A Common Stock 609207105   2,319,903 33,428 SH   SOLE   33,428 0 0
MERCADOLIBRE INC Common Stock 58733R102   527,438 416 SH   SOLE   416 0 0
MGM RESORTS INTERNATIONAL Common Stock 552953101   2,316,615 63,020 SH   SOLE   63,020 0 0
MONSTER BEVERAGE CORP Common Stock 61174X109   2,295,912 43,360 SH   SOLE   43,360 0 0
MOSAIC CO/THE Common Stock 61945C103   2,102,928 59,071 SH   SOLE   59,071 0 0
MARATHON PETROLEUM CORP Common Stock 56585A102   3,895,340 25,739 SH   SOLE   25,739 0 0
MARATHON OIL CORP Common Stock 565849106   2,971,470 111,083 SH   SOLE   111,083 0 0
ISHARES NATIONAL MUNI BOND E ETP 464288414   225,793 2,202 SH   SOLE   2,202 0 0
NORWEGIAN CRUISE LINE HOLDIN Common Stock G66721104   488,945 29,669 SH   SOLE   29,669 0 0
ANNALY CAPITAL MANAGEMENT IN Common Stock 035710839   3,698,046 196,600 SH   SOLE   196,600 0 0
O'REILLY AUTOMOTIVE INC Common Stock 67103H107   2,443,925 2,689 SH   SOLE   2,689 0 0
OVINTIV INC Common Stock 69047Q102   479,743 10,085 SH   SOLE   10,085 0 0
OCCIDENTAL PETROLEUM CORP Common Stock 674599105   2,824,616 43,536 SH   SOLE   43,536 0 0
INVESCO S&P 500 BUYWRITE ETF ETP 46137V399   2,381,772 111,618 SH   SOLE   111,618 0 0
PACCAR INC Common Stock 693718108   3,017,275 35,489 SH   SOLE   35,489 0 0
ISHARES PREFERRED & INCOME S ETP 464288687   1,812,769 60,125 SH   SOLE   60,125 0 0
PRINCIPAL FINANCIAL GROUP Common Stock 74251V102   1,867,766 25,916 SH   SOLE   25,916 0 0
PROGRESSIVE CORP Common Stock 743315103   2,991,050 21,472 SH   SOLE   21,472 0 0
PHINIA INC Common Stock 71880K101   233,100 8,701 SH   SOLE   8,701 0 0
PULTEGROUP INC Common Stock 745867101   2,814,492 38,008 SH   SOLE   38,008 0 0
PHILLIPS 66 Common Stock 718546104   3,319,624 27,629 SH   SOLE   27,629 0 0
PIONEER NATURAL RESOURCES CO Common Stock 723787107   2,416,014 10,525 SH   SOLE   10,525 0 0
ROYAL CARIBBEAN CRUISES LTD Common Stock V7780T103   511,008 5,546 SH   SOLE   5,546 0 0
ISHARES MORTGAGE REAL ESTATE ETP 46435G342   2,398,311 107,355 SH   SOLE   107,355 0 0
INVESCO S&P 500 PURE VALUE E ETP 46137V258   23,286,746 316,482 SH   SOLE   316,482 0 0
ISHARES 1-3 YEAR TREASURY BO ETP 464287457   22,951,108 283,452 SH   SOLE   283,452 0 0
ISHARES 0-5 YR HY CORP BOND ETP 46434V407   1,222,120 29,786 SH   SOLE   29,786 0 0
JM SMUCKER CO/THE Common Stock 832696405   2,080,620 16,928 SH   SOLE   16,928 0 0
SNOWFLAKE INC-CLASS A Common Stock 833445109   228,086 1,493 SH   SOLE   1,493 0 0
SAREPTA THERAPEUTICS INC Common Stock 803607100   239,288 1,974 SH   SOLE   1,974 0 0
SHOCKWAVE MEDICAL INC Common Stock 82489T104   174,810 878 SH   SOLE   878 0 0
TELLURIAN INC Common Stock 87968A104   889,998 767,240 SH   SOLE   767,240 0 0
TAPESTRY INC Common Stock 876030107   1,448,051 50,367 SH   SOLE   50,367 0 0
TAIWAN SEMICONDUCTOR-SP ADR Common Stock 874039100   2,363,680 27,200 SH   SOLE   27,200 0 0
TRADE DESK INC/THE -CLASS A Common Stock 88339J105   267,820 3,427 SH   SOLE   3,427 0 0
ISHARES MSCI TURKEY ETF ETP 464286715   852,523 22,109 SH   SOLE   22,109 0 0
UNITED AIRLINES HOLDINGS INC Common Stock 910047109   2,727,800 64,487 SH   SOLE   64,487 0 0
UBER TECHNOLOGIES INC Common Stock 90353T100   893,448 19,427 SH   SOLE   19,427 0 0
UNITED RENTALS INC Common Stock 911363109   2,706,098 6,087 SH   SOLE   6,087 0 0
VALERO ENERGY CORP Common Stock 91913Y100   3,375,249 23,818 SH   SOLE   23,818 0 0
VANGUARD HIGH DVD YIELD ETF ETP 921946406   1,695,481 16,410 SH   SOLE   16,410 0 0
WYNN RESORTS LTD Common Stock 983134107   453,179 4,904 SH   SOLE   4,904 0 0
EXXON MOBIL CORP Common Stock 30231G102   3,495,066 29,725 SH   SOLE   29,725 0 0
ISHARES CHINA LARGE-CAP ETF ETP 464287904   13,265,000 500,000 SH Call SOLE   500,000 0 0
PAYPAL HOLDINGS INC Common Stock 70450Y903   7,307,500 125,000 SH Call SOLE   125,000 0 0