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
Expires: July 31, 2015
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
3M CO COM 88579Y101 681,223 4,150 SH SOLE 0 0 4,150
ABRDN PLATINUM ETF TRUST PHYSCL PLATM SHS 003260106 1,379,195 89,500 SH SOLE 0 0 89,500
ADVISORSHARES TR PURE US CANN ETF 00768Y453 569,520 126,000 SH SOLE 0 0 126,000
AIRBNB INC COM CL A 009066101 538,178 3,350 SH SOLE 0 0 3,350
ALASKA AIR GROUP INC COM 011659109 553,410 14,300 SH SOLE 0 0 14,300
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 247,342 2,300 SH SOLE 0 0 2,300
ARCOS DORADOS HLDGS INC SHS CLASS -A - G0457F107 2,817,100 394,000 SH SOLE 0 0 394,000
BANK OF AMER CORP COM 060505104 653,160 12,000 SH SOLE 0 0 12,000
BARCLAYS PLC ADR 06738E204 2,196,435 90,500 SH SOLE 0 0 90,500
BARRICK MNG CORP COM SHS 06849F108 2,218,549 54,550 SH SOLE 0 0 54,550
BOEING CO COM 097023105 5,134,980 27,600 SH SOLE 0 0 27,600
BP PLC SPONSORED ADR 055622104 3,468,497 78,847 SH SOLE 0 0 78,847
BRISTOL-MYERS SQUIBB CO COM 110122108 951,600 15,250 SH SOLE 0 0 15,250
CAMECO CORP COM 13321L108 320,679 3,700 SH SOLE 0 0 3,700
CHARLES SCHWAB CORP (THE) COM 808513105 781,920 8,000 SH SOLE 0 0 8,000
CHEVRON CORPORATION COM 166764100 1,163,997 5,700 SH SOLE 0 0 5,700
CINEMARK HLDGS INC COM 17243V102 1,005,235 26,950 SH SOLE 0 0 26,950
CNH INDL N V SHS N20944109 2,849,488 221,750 SH SOLE 0 0 221,750
COEUR MNG INC COM NEW 192108504 1,904,320 108,200 SH SOLE 0 0 108,200
CONOCOPHILLIPS COM 20825C104 269,073 2,150 SH SOLE 0 0 2,150
COREWEAVE INC COM CL A 21873S108 209,088 2,400 SH SOLE 0 0 2,400
CRISPR THERAPEUTICS AG NAMEN AKT H17182108 1,351,191 24,425 SH SOLE 0 0 24,425
DELTA AIR LINES INC COM NEW 247361702 250,380 3,000 SH SOLE 0 0 3,000
DISNEY WALT CO COM 254687106 886,405 8,450 SH SOLE 0 0 8,450
DOCUSIGN INC COM 256163106 302,175 4,500 SH SOLE 0 0 4,500
DOW HLDGS INC COM 260557103 2,283,066 82,900 SH SOLE 0 0 82,900
DUTCH BROS INC CL A 26701L100 667,088 17,300 SH SOLE 0 0 17,300
EDWARDS LIFESCIENCES CORP COM 28176E108 302,120 3,500 SH SOLE 0 0 3,500
ELANCO ANIMAL HEALTH INC COM 28414H103 1,668,055 74,500 SH SOLE 0 0 74,500
ENVISTA HOLDINGS CORPORATION COM 29415F104 428,328 18,250 SH SOLE 0 0 18,250
FEDEX CORP COM 31428X106 669,962 2,350 SH SOLE 0 0 2,350
FIDELITY ETHEREUM FD SHS 31613E103 239,130 9,000 SH SOLE 0 0 9,000
FIGS INC CL A 30260D103 880,110 63,500 SH SOLE 0 0 63,500
FMC CORP COM NEW 302491303 1,511,048 169,400 SH SOLE 0 0 169,400
FORD MTR CO COM 345370860 951,534 78,900 SH SOLE 0 0 78,900
FRANCO NEV CORP COM 351858105 250,016 1,050 SH SOLE 0 0 1,050
GAMING & LEISURE P COM 36467J108 2,971,532 78,260 SH SOLE 0 0 78,260
GE AEROSPACE COM NEW 369604301 6,066,233 19,425 SH SOLE 0 0 19,425
GLACIER BANCORP INC NEW COM 37637Q105 12,990,758 300,712 SH SOLE 0 0 300,712
GOODYEAR TIRE & RUBR CO COM 382550101 1,098,370 221,000 SH SOLE 0 0 221,000
GRANITE CONSTR INC COM 387328107 231,820 2,000 SH SOLE 0 0 2,000
HELMERICH & PAYNE INC COM 423452101 350,973 9,450 SH SOLE 0 0 9,450
HONDA MOTOR CO LTD ADR ECH CNV IN 3 438128308 524,560 16,600 SH SOLE 0 0 16,600
HONEYWELL AEROSPACE INC COM 43849R105 2,103,718 13,575 SH SOLE 0 0 13,575
HONEYWELL INTL INC COM 438516205 469,342 2,225 SH SOLE 0 0 2,225
IMAX CORP COM 45245E109 2,276,940 41,550 SH SOLE 0 0 41,550
INSPIRE MED SYS INC COM 457730109 298,248 4,300 SH SOLE 0 0 4,300
INTEL CORP COM 458140100 3,258,233 27,100 SH SOLE 0 0 27,100
INTERNATIONAL BUSINESS MACHS COM 459200101 813,741 3,700 SH SOLE 0 0 3,700
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 1,193,764 14,300 SH SOLE 0 0 14,300
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 312,030 1,500 SH SOLE 0 0 1,500
ISHARES SILVER TR ISHARES 46428Q109 681,375 12,500 SH SOLE 0 0 12,500
ISHARES TR CHINA LG-CAP ETF 464287184 387,828 11,400 SH SOLE 0 0 11,400
ISHARES TR MSCI EMG MKT ETF 464287234 313,913 4,700 SH SOLE 0 0 4,700
ISHARES TR EUROPE ETF 464287861 462,345 6,500 SH SOLE 0 0 6,500
ISHARES TR MSCI EURO FL ETF 464289180 636,480 16,000 SH SOLE 0 0 16,000
KINDER MORGAN INC DEL COM 49456B101 316,575 10,500 SH SOLE 0 0 10,500
KRAFT HEINZ CO COM 500754106 1,114,416 49,050 SH SOLE 0 0 49,050
KRANESHARES TRUST CSI CHI INTERNET 500767306 470,592 19,200 SH SOLE 0 0 19,200
LINDBLAD EXPEDITIONS HLDGS I COM 535219109 2,233,102 71,050 SH SOLE 0 0 71,050
LITHIUM AMERS CORP NEW COM SHS 53681J103 348,475 132,500 SH SOLE 0 0 132,500
LOEWS CORP COM 540424108 1,326,261 12,700 SH SOLE 0 0 12,700
MCCORMICK & CO INC COM NON VTG 579780206 1,034,720 22,300 SH SOLE 0 0 22,300
MCDONALDS CORP COM 580135101 230,940 1,000 SH SOLE 0 0 1,000
MEDTRONIC PLC SHS G5960L103 1,169,230 13,550 SH SOLE 0 0 13,550
MERCK & CO INC COM 58933Y105 1,380,445 9,500 SH SOLE 0 0 9,500
MGM RESORTS INTERNATIONAL COM 552953101 388,125 12,500 SH SOLE 0 0 12,500
MOBILEYE GLOBAL INC COMMON CLASS A 60741F104 627,781 84,950 SH SOLE 0 0 84,950
NEWMONT CORP COM 651639106 2,076,120 18,000 SH SOLE 0 0 18,000
NOVO-NORDISK A S ADR 670100205 1,190,374 31,400 SH SOLE 0 0 31,400
NUTANIX INC CL A 67059N108 985,740 14,000 SH SOLE 0 0 14,000
NUTRIEN LTD COM 67077M108 695,475 9,900 SH SOLE 0 0 9,900
PAN AMERN SILVER CORP COM 697900108 1,959,888 43,065 SH SOLE 0 0 43,065
PENN ENTERTAINMENT INC COM 707569109 2,767,385 188,900 SH SOLE 0 0 188,900
PFIZER INC COM 717081103 299,460 10,500 SH SOLE 0 0 10,500
PROSHARES TR PSHS SHORT DOW30 74347B235 426,471 19,150 SH SOLE 0 0 19,150
PROSHARES TR SHOR S&P 500 NEW 74349Y753 2,063,880 63,700 SH SOLE 0 0 63,700
PROSHARES TR SHORT QQQ 74349Y837 3,832,208 154,400 SH SOLE 0 0 154,400
ROGERS CORP COM 775133101 378,650 2,475 SH SOLE 0 0 2,475
SHAKE SHACK INC CL A 819047101 818,586 13,950 SH SOLE 0 0 13,950
SHELL PLC SPON ADS 780259305 4,296,260 45,200 SH SOLE 0 0 45,200
SLB LIMITED COM STK 806857108 1,398,264 28,700 SH SOLE 0 0 28,700
SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 833635105 564,369 8,700 SH SOLE 0 0 8,700
SOUTHWEST AIRLS CO COM 844741108 3,628,926 87,150 SH SOLE 0 0 87,150
SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR 85207H104 1,907,470 61,000 SH SOLE 0 0 61,000
STELLANTIS N.V SHS N82405106 65,400 15,000 SH SOLE 0 0 15,000
TARGET CORP COM 87612E106 1,653,080 10,550 SH SOLE 0 0 10,550
TELEFONAKTIEBOLAGET LM ERICS ADR B SEK 10 294821608 164,700 18,000 SH SOLE 0 0 18,000
TYSON FOODS INC CL A 902494103 1,356,731 26,850 SH SOLE 0 0 26,850
UNILEVER PLC SPON ADR NEW 904767803 1,345,170 22,150 SH SOLE 0 0 22,150
UNITED PARCEL SVCS INC CL B 911312106 1,607,168 17,200 SH SOLE 0 0 17,200
V F CORP COM 918204108 660,820 47,000 SH SOLE 0 0 47,000
VAIL RESORTS INC COM 91879Q109 2,544,689 18,550 SH SOLE 0 0 18,550
VANECK ETF TRUST GOLD MINERS ETF 92189F106 3,191,530 36,350 SH SOLE 0 0 36,350
VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 1,736,000 20,000 SH SOLE 0 0 20,000
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 381,662 4,600 SH SOLE 0 0 4,600
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 282,440 4,000 SH SOLE 0 0 4,000
VERIZON COMMUNICATIONS INC COM 92343V104 1,593,983 34,750 SH SOLE 0 0 34,750
VIATRIS INC COM 92556V106 1,435,320 81,000 SH SOLE 0 0 81,000
WABTEC COM 929740108 201,026 700 SH SOLE 0 0 700
WELLS FARGO & CO COM 949746101 1,020,638 12,750 SH SOLE 0 0 12,750
WEYERHAEUSER CO COM NEW 962166104 1,309,688 68,750 SH SOLE 0 0 68,750
WHEATON PRECIOUS METALS CORP COM 962879102 387,788 2,900 SH SOLE 0 0 2,900
WILLIAMS COS INC COM 969457100 965,174 14,200 SH SOLE 0 0 14,200
WISDOMTREE TR EUROPE SMCP DV 97717W869 372,280 5,000 SH SOLE 0 0 5,000
WYNN RESORTS LTD COM 983134107 1,788,366 22,515 SH SOLE 0 0 22,515