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
AMERICAN INTERNATIONAL GROUPCommon Stock0268747845,842212,194SH SOLE 212,19400
AKAMAI TECHNOLOGIES INCCommon Stock00971T1011,23011,124SH SOLE 11,12400
ALASKA AIR GROUP INCCommon Stock0116591096,161168,193SH SOLE 168,19300
AMERICAN TOWER CORPREIT03027X1001,9978,262SH SOLE 8,26200
AMAZON.COM INCCommon Stock0231351061,537488SH SOLE 48800
JPMORGAN BETABUILDERS JAPANETP46641Q71210,598429,594SH SOLE 429,59400
INVESCO SENIOR LOAN ETFETP46138G5085,040231,851SH SOLE 231,85100
CARDINAL HEALTH INCCommon Stock14149Y1087,524160,263SH SOLE 160,26300
CROWN CASTLE INTL CORPREIT22822V1012,18413,114SH SOLE 13,11400
CHARTER COMMUNICATIONS INC-ACommon Stock16119P1081,4612,340SH SOLE 2,34000
CINCINNATI FINANCIAL CORPCommon Stock1720621011,24415,956SH SOLE 15,95600
CLOROX COMPANYCommon Stock1890541091,2776,076SH SOLE 6,07600
COSTCO WHOLESALE CORPCommon Stock22160K1051,3363,762SH SOLE 3,76200
CAMPBELL SOUP COCommon Stock1344291091,11323,017SH SOLE 23,01700
CITRIX SYSTEMS INCCommon Stock1773761001,0597,688SH SOLE 7,68800
CVS HEALTH CORPCommon Stock1266501004,51577,314SH SOLE 77,31400
SPDR BBG BARC CONVERTIBLEETP78464A3594,92871,530SH SOLE 71,53000
DELTA AIR LINES INCCommon Stock2473617023,811124,634SH SOLE 124,63400
DOLLAR GENERAL CORPCommon Stock2566771051,3616,491SH SOLE 6,49100
ISHARES JP MORGAN USD EMERGIETP4642882813,48031,381SH SOLE 31,38100
ISHARES J.P. MORGAN EM HIGHETP4642862853,46979,496SH SOLE 79,49600
EQUITY RESIDENTIALREIT29476L1071,11821,775SH SOLE 21,77500
ISHARES MSCI SWEDEN ETFETP4642867563,43197,177SH SOLE 97,17700
ISHARES MSCI GERMANY ETFETP4642868063,356115,224SH SOLE 115,22400
ISHARES MSCI SWITZERLAND ETFETP4642867493,41383,111SH SOLE 83,11100
ISHARES MSCI MALAYSIA ETFETP46434G8141,45855,683SH SOLE 55,68300
ISHARES MSCI NETHERLANDS ETFETP4642868143,41898,139SH SOLE 98,13900
ISHARES MSCI FRANCE ETFETP4642867071,10439,506SH SOLE 39,50600
ISHARES MSCI TAIWAN ETFETP46434G7722,88164,169SH SOLE 64,16900
ISHARES MSCI SOUTH KOREA ETFETP4642867722,92244,717SH SOLE 44,71700
EXTRA SPACE STORAGE INCREIT30225T1021,70015,885SH SOLE 15,88500
SPDR BBG BARC IG FLOATING RTETP78468R20094330,843SH SOLE 30,84300
ISHARES CHINA LARGE-CAP ETFETP4642871842,69564,155SH SOLE 64,15500
ISHARES US&INTL HIGH YIELD CETP4642861783,32669,268SH SOLE 69,26800
HEWLETT PACKARD ENTERPRISECommon Stock42824C1094,887521,574SH SOLE 521,57400
HERSHEY CO/THECommon Stock4278661081,71811,984SH SOLE 11,98400
ISHARES 1-5Y INV GRADE CORPETP46428864694117,142SH SOLE 17,14200
ISHARES MSCI INDIA ETFETP46429B5982,86284,514SH SOLE 84,51400
ISHARES INTERNATIONAL PREFERETP46429B1352,249159,903SH SOLE 159,90300
INVESCO LTDCommon StockG491BT1085,953521,738SH SOLE 521,73800
SPDR BBG BARC HIGH YIELD BNDETP78468R6223,33732,004SH SOLE 32,00400
SPDR S&P REGIONAL BANKINGETP78464A6981,11531,250SH SOLE 31,25000
KOHLS CORPCommon Stock5002551045,575300,856SH SOLE 300,85600
ELI LILLY & COCommon Stock5324571081,1067,474SH SOLE 7,47400
LINCOLN NATIONAL CORPCommon Stock5341871093,903124,585SH SOLE 124,58500
ISHARES IBOXX INVESTMENT GRAETP4642872429386,965SH SOLE 6,96500
MID-AMERICA APARTMENT COMMREIT59522J1031,66114,326SH SOLE 14,32600
MCDONALD'S CORPCommon Stock5801351011,9158,723SH SOLE 8,72300
MONDELEZ INTERNATIONAL INC-ACommon Stock6092071051,90733,194SH SOLE 33,19400
METLIFE INCCommon Stock59156R1085,960160,343SH SOLE 160,34300
MGM RESORTS INTERNATIONALCommon Stock5529531017,579348,481SH SOLE 348,48100
ISHARES NATIONAL MUNI BOND EETP4642884149448,142SH SOLE 8,14200
ISHARES PREFERRED & INCOME SETP4642886872,52269,193SH SOLE 69,19300
PRINCIPAL FINANCIAL GROUPCommon Stock74251V1026,590163,655SH SOLE 163,65500
PRUDENTIAL FINANCIAL INCCommon Stock7443201025,41385,219SH SOLE 85,21900
PHILLIPS 66Common Stock7185461043,74272,188SH SOLE 72,18800
ISHARES MORTGAGE REAL ESTATEETP46435G3422,847110,510SH SOLE 110,51000
SBA COMMUNICATIONS CORPREIT78410G1042,3567,397SH SOLE 7,39700
SCHWAB U.S. TIPS ETFETP80852487094015,250SH SOLE 15,25000
ISHARES 1-3 YEAR TREASURY BOETP464287457148,5911,717,618SH SOLE 1,717,61800
ISHARES 0-5 YR HY CORP BONDETP46434V4073,35576,328SH SOLE 76,32800
SEAGATE TECHNOLOGYCommon StockG7945M1076,981141,697SH SOLE 141,69700
SYNCHRONY FINANCIALCommon Stock87165B1035,806221,872SH SOLE 221,87200
UNUM GROUPCommon Stock91529Y1065,512327,493SH SOLE 327,49300
VALERO ENERGY CORPCommon Stock91913Y1004,09994,623SH SOLE 94,62300
WHIRLPOOL CORPCommon Stock9633201068,88448,310SH SOLE 48,31000
SPDR FTSE INTERNATIONAL GOVEETP78464A49092317,019SH SOLE 17,01900
WALMART INCCommon Stock9311421031,2458,898SH SOLE 8,89800
MATERIALS SELECT SECTOR SPDRETP81369Y10015,667246,174SH SOLE 246,17400
COMM SERV SELECT SECTOR SPDRETP81369Y85214,523244,498SH SOLE 244,49800
INDUSTRIAL SELECT SECT SPDRETP81369Y70415,329199,127SH SOLE 199,12700
TECHNOLOGY SELECT SECT SPDRETP81369Y80314,611125,199SH SOLE 125,19900
CONSUMER STAPLES SPDRETP81369Y30815,175236,742SH SOLE 236,74200
HEALTH CARE SELECT SECTORETP81369Y20915,097143,131SH SOLE 143,13100
CONSUMER DISCRETIONARY SELTETP81369Y40715,147103,052SH SOLE 103,05200
XEROX HOLDINGS CORPCommon Stock98421M1064,731252,028SH SOLE 252,02800
APPLE INCCommon Stock0378339502,08518,000SHPutSOLE 18,00000