The Securities and Exchange Commission has not necessarily
reviewed the information in this filing and has not determined
if it is accurate and complete.
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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 |
| APPLIED MATLS INC | COM | 038222105 | 310,890 | 430 | SH | SOLE | 0 | 0 | 430 | ||
| D R HORTON INC | COM | 23331A109 | 5,278,289 | 32,406 | SH | SOLE | 0 | 0 | 32,406 | ||
| FIRST SOLAR INC | COM | 336433107 | 5,564,173 | 23,581 | SH | SOLE | 0 | 0 | 23,581 | ||
| HF SINCLAIR CORP | COM | 403949100 | 5,196,447 | 74,608 | SH | SOLE | 0 | 0 | 74,608 | ||
| INVESCO EXCH TRADED FD TR II | VAR RATE PFD | 46138G870 | 17,586,292 | 723,418 | SH | SOLE | 0 | 0 | 723,418 | ||
| ISHARES GOLD TR | ISHARES NEW | 464285204 | 25,230,458 | 334,134 | SH | SOLE | 0 | 0 | 334,134 | ||
| ISHARES TR | 0-3 MTH TREASURY | 46436E718 | 33,862,670 | 336,373 | SH | SOLE | 0 | 0 | 336,373 | ||
| ISHARES TR | 1 3 YR TREAS BD | 464287457 | 20,702,148 | 252,127 | SH | SOLE | 0 | 0 | 252,127 | ||
| ISHARES TR | TRUST ISHARE 0-1 | 464288679 | 8,468,480 | 76,742 | SH | SOLE | 0 | 0 | 76,742 | ||
| ISHARES TR | US HOME CONS ETF | 464288752 | 5,095,490 | 48,770 | SH | SOLE | 0 | 0 | 48,770 | ||
| ISHARES TR | US OIL GS EX ETF | 464288851 | 5,309,072 | 48,339 | SH | SOLE | 0 | 0 | 48,339 | ||
| KNIGHT-SWIFT TRANSN HLDGS IN | CL A | 499049104 | 13,357,586 | 171,537 | SH | SOLE | 0 | 0 | 171,537 | ||
| MARATHON PETE CORP | COM | 56585A102 | 4,707,140 | 18,411 | SH | SOLE | 0 | 0 | 18,411 | ||
| MARTIN MARIETTA MATLS INC | COM | 573284106 | 7,880,605 | 13,665 | SH | SOLE | 0 | 0 | 13,665 | ||
| PHILLIPS 66 | COM | 718546104 | 4,212,219 | 24,917 | SH | SOLE | 0 | 0 | 24,917 | ||
| SELECT SECTOR SPDR TR | ST STR MATER ETF | 81369Y100 | 4,761,551 | 93,676 | SH | SOLE | 0 | 0 | 93,676 | ||
| SPDR GOLD TR | GOLD SHS | 78463V107 | 25,007,845 | 67,886 | SH | SOLE | 0 | 0 | 67,886 | ||
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 9,254,604 | 18,459 | SH | SOLE | 0 | 0 | 18,459 | ||
| VALERO ENERGY CORP | COM | 91913Y100 | 5,266,618 | 20,222 | SH | SOLE | 0 | 0 | 20,222 | ||
| VANECK ETF TRUST | GOLD MINERS ETF | 92189F106 | 6,733,083 | 89,239 | SH | SOLE | 0 | 0 | 89,239 | ||
| WALMART INC | COM | 931142103 | 282,244 | 2,492 | SH | SOLE | 0 | 0 | 2,492 | ||