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

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COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
3M COMPANYCOMMON88579Y10122,064125,781SH SOLE0125,78100
ABBOTT LABSCOMMON0028241004603,897SH SOLE03,89700
ABBVIE INCCOMMON00287y1096105,655SH SOLE05,65500
AGNC INVT CORPCOM00123Q10410,698678,370SH SOLE0678,37000
ALPHABET INCCLASS A02079K305815305SH SOLE030500
ALPHABET INCCLASS C02079K10764,14624,067SH SOLE024,06700
AMAZON COM INCCOMMON02313510641,72312,701SH SOLE012,70100
AMGEN INCCOMMON031162100203953SH SOLE095300
ANALOG DEVICES INCCOMMON03265410516,64399,374SH SOLE099,37400
ANNALY CAPITAL MGMTCOMMON0357104097,743919,649SH SOLE0919,64900
APPLE INCCOMMON03783310049,842352,242SH SOLE0352,24200
APTIV PLCORDINARY SHARESG6095L10914,19095,255SH SOLE095,25500
ARISTA NETWORKS INCOM USD0.000104041310614,09041,003SH SOLE041,00300
BANK OF AMERICA CORPCOMMON06050510423,294548,748SH SOLE0548,74800
BECTON DICKINSONCOMMON07588710911,86748,273SH SOLE048,27300
BRISTOL MYERS SQUIBBCOMMON11012210810,489177,261SH SOLE0177,26100
CAMDEN PPTY TRSH BEN INT13313110211,98781,284SH SOLE081,28400
CATERPILLAR INCCOMMON1491231013441,790SH SOLE01,79000
CERNER CORPCOMMON15678210411,949169,448SH SOLE0169,44800
CHEVRON CORPCOMMON16676410026,388260,112SH SOLE0260,11200
CIGNA CORPCOMMON USD0.0112552310013,07265,307SH SOLE065,30700
CISCO SYSTEMS INCCOMMON17275R10233,896622,747SH SOLE0622,74700
CITIGROUP INCCOMMON17296742415,063214,633SH SOLE0214,63300
COMCAST CORPCLASS A20030N10121,046376,301SH SOLE0376,30100
CORTEVA INCCOM22052L10410,299244,749SH SOLE0244,74900
COSTCO WHSL CORPCOMMON22160K105294655SH SOLE065500
CUBESMARTCOMMON22966310912,049248,691SH SOLE0248,69100
CVS HEALTH CORPCOMMON12665010020,660243,458SH SOLE0243,45800
EATON CORPORATIONCOMMONG2918310314,974100,287SH SOLE0100,28700
EBAY INCCOMMON27864210310,796154,958SH SOLE0154,95800
ELECTRONIC ARTS INCCOMMON28551210916,258114,292SH SOLE0114,29200
EOG RESOURCES INCCOMMON26875P1017,60494,734SH SOLE094,73400
EQUINIX INCCOMMON29444U700536679SH SOLE067900
EXELON CORPCOMMON30161N10110,867224,813SH SOLE0224,81300
FEDEX CORPCOMMON31428X1068,17537,279SH SOLE037,27900
FIDELITY NATL INFOCOMMON31620M10624,603202,193SH SOLE0202,19300
FIRST FOUNDATION ICOM USD0.00132026V10415,694596,743SH SOLE0596,74300
FIRST INTST BANCSYSCLASS A32055Y20143110,700SH SOLE010,70000
FIRST REPUBLIC BANKCOMMON33616C10015,62180,988SH SOLE080,98800
FIRSTCASH INCCOMMON33767D10515,085172,399SH SOLE0172,39900
FORTINET INCCOMMON34959E10915,12051,774SH SOLE051,77400
FULLER H B COCOM USD135969410614,577225,796SH SOLE0225,79600
GILDAN ACTIVEWEARCOMMON37591610311,129304,827SH SOLE0304,82700
GLACIER BANCORP INCCOMMON37637Q10562011,198SH SOLE011,19800
GOLDMAN SACHS GROUPCOMMON38141G10418,43148,756SH SOLE048,75600
HOME DEPOT INCCOMMON4370761028492,587SH SOLE02,58700
HONEYWELL INTL INCCOMMON43851610610,57149,797SH SOLE049,79700
INTERNATIONAL PAPERCOMMON4601461037,283130,242SH SOLE0130,24200
INTUITCOMMON46120210316,31130,232SH SOLE030,23200
ISHARESRUSSELL 3000 ETF4642876892611,025SH SOLE01,02500
ISHARES MSCI USAEQUAL WEIGHTED ETF4642866815,38864,383SH SOLE064,38300
ISHARES TR0-5YR HI YL CP46434V4072445,348SH SOLE05,34800
ISHARES TRCORE DIV GRWTH46434V6214088,117SH SOLE08,11700
ISHARES TRCORE MSCI INTL46435G32629,972448,552SH SOLE0448,55200
ISHARES TRCORE MSCITOTAL46432F8344946,955SH SOLE06,95500
ISHARES TRCR 5 10 YR ETF46435G4174428,636SH SOLE08,63600
ISHARES TRUSTCORE S&P 500 ETF4642872006671,549SH SOLE01,54900
ISHARES TRUSTISHARES CORE US REIT4642885212,66645,462SH SOLE045,46200
JOHNSON & JOHNSONCOMMON47816010419,518120,852SH SOLE0120,85200
JPMORGAN CHASE & COCOMMON46625H10021,205129,543SH SOLE0129,54300
LABORATORY CORP AMERCOMMON50540R40928,964102,913SH SOLE0102,91300
LAS VEGAS SANDS CORPCOMMON5178341074,578125,086SH SOLE0125,08600
MADDEN STEVEN LTDCOM55626910810,011249,283SH SOLE0249,28300
MDU RES GROUP INCCOMMON55269010911,789397,353SH SOLE0397,35300
MEDTRONIC PLCORDINARY SHS $0.0001G5960L10326,427210,823SH SOLE0210,82300
MICROCHIP TECHNOLOGYCOMMON5950171044452,900SH SOLE02,90000
MICROSOFT CORPCOMMON59491810463,939226,797SH SOLE0226,79700
MORGAN STANLEYCOMMON6174464485025,159SH SOLE05,15900
MOSAIC COCOMMON61945C10314,604408,838SH SOLE0408,83800
NORFOLK SOUTHERNCOMMON65584410811,13446,536SH SOLE046,53600
ORACLE CORPCOMMON68389X10589710,293SH SOLE010,29300
OTIS WORLDWIDE CORPCOMMON USD0.0168902V10714,261173,319SH SOLE0173,31900
PEPSICO INCCOMMON71344810821,631143,811SH SOLE0143,81100
PFIZER INCCOMMON71708110318,828437,751SH SOLE0437,75100
PHILIP MORRIS INTLCOMMON71817210918,387193,972SH SOLE0193,97200
PROGRESSIVE CORPCOMMON7433151039,306102,955SH SOLE0102,95500
RAYTHEON TECHNOLOGIECOM USD175513E10116,710194,389SH SOLE0194,38900
SALESFORCE.COMCOMMON79466L30217,82465,719SH SOLE065,71900
SCHWAB CHARLES CORPCOM8085131054616,325SH SOLE06,32500
SEMPRACOMMON81685110920,039158,412SH SOLE0158,41200
SILICON LABS INCCOMMON82691910212,62290,052SH SOLE090,05200
SOUTHERN COCOMMON84258710716,541266,922SH SOLE0266,92200
SPDR GOLD TRGOLD SHS78463V1077024,275SH SOLE04,27500
SPLUNK INCCOMMON84863710412,89489,099SH SOLE089,09900
SPROUTS FMRS MKT ICOM USD0.00185208M10210,375447,763SH SOLE0447,76300
STARBUCKS CORPCOMMON85524410923,553213,521SH SOLE0213,52100
STRATEGIC EDUCATIONCOM USD0.0186272C1036,07286,129SH SOLE086,12900
STRYKER CORPCOMMON8636671014941,875SH SOLE01,87500
T-MOBILE US INCCOMMON87259010415,427120,751SH SOLE0120,75100
TERRENO RLTY CORPCOMMON88146M10116,197256,155SH SOLE0256,15500
UNITED PARCEL SERVICCLASS B91131210614,27578,390SH SOLE078,39000
US BANCORP DELCOMMON9029733043946,631SH SOLE06,63100
VANGUARD FTSEEMERGING MARKETS ETF9220428588,926178,480SH SOLE0178,48000
VANGUARD INDEX TRGROWTH9229087361,9506,720SH SOLE06,72000
VANGUARD INDEX TRSMALL CAP9229087519,30942,573SH SOLE042,57300
VANGUARD SECTOR INDEUTILITIES92204A8762,58218,560SH SOLE018,56000
VANGUARD WHITEHALL FHIGH DIV YLD9219464061,19411,556SH SOLE011,55600
VERTEX PHARMACEUTICLCOMMON92532F10011,74064,722SH SOLE064,72200
VISA INCCLASS A92826C8393691,656SH SOLE01,65600
WALMART INCCOMMON93114210323,566169,074SH SOLE0169,07400
WORLD GOLD TRSPDR GLD MINIS98149E20435420,289SH SOLE020,28900