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
AGILENT TECHNOLOGIES INCCommon Stock00846U1012,59816,492SH SOLE 16,49200
AFLAC INCCommon Stock0010551024,13879,371SH SOLE 79,37100
ARTHUR J GALLAGHER & COCommon Stock3635761092,27015,272SH SOLE 15,27200
ALLSTATE CORPCommon Stock0200021019,24372,599SH SOLE 72,59900
JPMORGAN BETABUILDERS JAPANETP46641Q2173756,384SH SOLE 6,38400
BATH & BODY WORKS INCCommon Stock0708301043,93462,418SH SOLE 62,41800
BEST BUY CO INCCommon Stock0865161017,03666,561SH SOLE 66,56100
BIO-RAD LABORATORIES-ACommon Stock0905722072,2012,950SH SOLE 2,95000
INVESCO SENIOR LOAN ETFETP46138G5085,635254,846SH SOLE 254,84600
BORGWARNER INCCommon Stock0997241063,57482,719SH SOLE 82,71900
CONAGRA BRANDS INCCommon Stock2058871023,29597,282SH SOLE 97,28200
CELANESE CORPCommon Stock1508701034,02626,723SH SOLE 26,72300
CIGNA CORPCommon Stock1255231007,51437,541SH SOLE 37,54100
CENTENE CORPCommon Stock15135B1013,57957,437SH SOLE 57,43700
SPDR BLOOMBERG CONVERTIBLE SETP78464A3595,50764,518SH SOLE 64,51800
DEERE & COCommon Stock2441991051,8765,598SH SOLE 5,59800
QUEST DIAGNOSTICS INCCommon Stock74834L1004,01427,621SH SOLE 27,62100
DR HORTON INCCommon Stock23331A1097,76892,508SH SOLE 92,50800
DANAHER CORPCommon Stock2358511022,2227,299SH SOLE 7,29900
DISH NETWORK CORP-ACommon Stock25470M1094,28598,600SH SOLE 98,60000
DAVITA INCCommon Stock23918K1084,54339,080SH SOLE 39,08000
SPDR S&P INTER DVD ETFETP78463X7723,875102,049SH SOLE 102,04900
EBAY INCCommon Stock2786421034,79268,781SH SOLE 68,78100
ESTEE LAUDER COMPANIES-CL ACommon Stock5184391042,0076,693SH SOLE 6,69300
ISHARES JP MORGAN USD EMERGIETP4642882813,21329,192SH SOLE 29,19200
ISHARES J.P. MORGAN EM HIGHETP4642862853,96289,333SH SOLE 89,33300
ISHARES MSCI PHILIPPINES ETFETP46429B40857919,460SH SOLE 19,46000
ISHARES MSCI POLAND ETFETP46429B60677735,454SH SOLE 35,45400
ISHARES MSCI SWEDEN ETFETP4642867561142,545SH SOLE 2,54500
ISHARES MSCI GERMANY ETFETP4642868061153,489SH SOLE 3,48900
ISHARES MSCI ITALY ETFETP46434G8301173,701SH SOLE 3,70100
ISHARES MSCI SWITZERLAND ETFETP4642867491122,399SH SOLE 2,39900
ISHARES MSCI NETHERLANDS ETFETP4642868141132,303SH SOLE 2,30300
ISHARES MSCI AUSTRIA ETFETP4642862021204,820SH SOLE 4,82000
ISHARES MSCI SPAIN ETFETP4642867641063,925SH SOLE 3,92500
ISHARES MSCI FRANCE ETFETP4642867071173,154SH SOLE 3,15400
ISHARES MSCI TAIWAN ETFETP46434G77278212,608SH SOLE 12,60800
ISHARES MSCI UNITED KINGDOMETP46435G3341193,694SH SOLE 3,69400
ISHARES MSCI MEXICO ETFETP46428682277316,024SH SOLE 16,02400
ISHARES MSCI SOUTH AFRICA ETETP46428678070514,993SH SOLE 14,99300
FEDEX CORPCommon Stock31428X1063,32415,156SH SOLE 15,15600
SPDR BLOOMBERG INVESTMENT GRETP78468R2001,07234,980SH SOLE 34,98000
GENERAL ELECTRIC COCommon Stock3696043013,98638,692SH SOLE 38,69200
ISHARES US&INTL HIGH YIELD CETP4642861783,72474,405SH SOLE 74,40500
CORNING INCCommon Stock2193501051,67245,826SH SOLE 45,82600
GENERAL MOTORS COCommon Stock37045V1003,83672,785SH SOLE 72,78500
GLOBAL X MSCI GREECE ETFETP37954Y31976128,164SH SOLE 28,16400
GOLDMAN SACHS GROUP INCCommon Stock38141G1044,70212,439SH SOLE 12,43900
HCA HEALTHCARE INCCommon Stock40412C1015,03820,755SH SOLE 20,75500
HOME DEPOT INCCommon Stock4370761022,1436,528SH SOLE 6,52800
HP INCCommon Stock40434L1053,371123,220SH SOLE 123,22000
HUMANA INCCommon Stock4448591023,3028,486SH SOLE 8,48600
IDEXX LABORATORIES INCCommon Stock45168D1042,3603,795SH SOLE 3,79500
ISHARES 7-10 YEAR TREASURY BETP4642874403072,663SH SOLE 2,66300
ISHARES 1-5Y INV GRADE CORPETP4642886461,06919,563SH SOLE 19,56300
ISHARES MSCI INDIA ETFETP46429B59882116,852SH SOLE 16,85200
JOHNSON CONTROLS INTERNATIONCommon StockG515021052,28333,537SH SOLE 33,53700
SPDR BLOOMBERG HIGH YIELD BOETP78468R6223,74334,225SH SOLE 34,22500
KROGER COCommon Stock5010441014,286106,009SH SOLE 106,00900
LENNAR CORP-ACommon Stock5260571048,28088,387SH SOLE 88,38700
LOWE'S COS INCCommon Stock5486611072,12310,463SH SOLE 10,46300
ISHARES IBOXX INVESTMENT GRAETP4642872421,0557,931SH SOLE 7,93100
MASCO CORPCommon Stock5745991063,48562,741SH SOLE 62,74100
MONSTER BEVERAGE CORPCommon Stock61174X1091,91921,607SH SOLE 21,60700
MOSAIC CO/THECommon Stock61945C1034,426123,908SH SOLE 123,90800
MORGAN STANLEYCommon Stock61744644811,972123,030SH SOLE 123,03000
ISHARES NATIONAL MUNI BOND EETP4642884141,0649,156SH SOLE 9,15600
NEWMONT CORPCommon Stock6516391063,11557,360SH SOLE 57,36000
OLD DOMINION FREIGHT LINECommon Stock6795801002,3268,132SH SOLE 8,13200
INVESCO S&P 500 BUYWRITE ETFETP46137V3994,024175,049SH SOLE 175,04900
INVESCO OPTIMUM YIELD DIVERSETP46090F10088341,943SH SOLE 41,94300
ISHARES PREFERRED & INCOME SETP4642886875,565143,389SH SOLE 143,38900
PROGRESSIVE CORPCommon Stock7433151033,49238,636SH SOLE 38,63600
PULTEGROUP INCCommon Stock7458671017,327159,559SH SOLE 159,55900
PERKINELMER INCCommon Stock7140461092,25613,016SH SOLE 13,01600
PING AN INSURANCE-ADRADR72341E3041,502109,400SH SOLE 109,40000
PENTAIR PLCCommon StockG7S00T1042,37132,650SH SOLE 32,65000
ISHARES MORTGAGE REAL ESTATEETP46435G3425,511152,330SH SOLE 152,33000
ROLLINS INCCommon Stock7757111041,51642,903SH SOLE 42,90300
VANECK RUSSIA ETFETP92189F40376525,238SH SOLE 25,23800
SCHWAB U.S. TIPS ETFETP8085248701,06316,985SH SOLE 16,98500
ISHARES 1-3 YEAR TREASURY BOETP46428745719,407225,274SH SOLE 225,27400
ISHARES 0-5 YR HY CORP BONDETP46434V4073,75182,069SH SOLE 82,06900
TELLURIAN INCCommon Stock87968A1041,564400,000SH SOLE 400,00000
TARGET CORPCommon Stock87612E1067,37932,256SH SOLE 32,25600
ISHARES MSCI THAILAND ETFETP4642866245497,356SH SOLE 7,35600
THERMO FISHER SCIENTIFIC INCCommon Stock8835561022,0313,555SH SOLE 3,55500
TYLER TECHNOLOGIES INCCommon Stock9022521051,9774,310SH SOLE 4,31000
UNITEDHEALTH GROUP INCCommon Stock91324P1024,37011,185SH SOLE 11,18500
VANGUARD REAL ESTATE ETFETP9229085532,65326,069SH SOLE 26,06900
VANGUARD GLBL EX-US REAL ESTETP9220426762,70047,950SH SOLE 47,95000
VICTORIA'S SECRET & COCommon Stock9264001021,14720,758SH SOLE 20,75800
VANGUARD HIGH DVD YIELD ETFETP9219464063,94138,132SH SOLE 38,13200
WHIRLPOOL CORPCommon Stock9633201067,37636,180SH SOLE 36,18000
SPDR FTSE INTERNATIONAL GOVEETP78464A49073213,454SH SOLE 13,45400
WEST PHARMACEUTICAL SERVICESCommon Stock9553061052,5886,096SH SOLE 6,09600
MATERIALS SELECT SECTOR SPDRETP81369Y1001,10713,998SH SOLE 13,99800
COMM SERV SELECT SECTOR SPDRETP81369Y8521,11913,965SH SOLE 13,96500
ENERGY SELECT SECTOR SPDRETP81369Y5061,29824,924SH SOLE 24,92400
FINANCIAL SELECT SECTOR SPDRETP81369Y6051,17131,210SH SOLE 31,21000
INDUSTRIAL SELECT SECT SPDRETP81369Y7041,12111,456SH SOLE 11,45600
TECHNOLOGY SELECT SECT SPDRETP81369Y8031,1247,526SH SOLE 7,52600
CONSUMER STAPLES SPDRETP81369Y3081,14416,612SH SOLE 16,61200
REAL ESTATE SELECT SECT SPDRETP81369Y8601,11825,161SH SOLE 25,16100
UTILITIES SELECT SECTOR SPDRETP81369Y8863,16749,573SH SOLE 49,57300
HEALTH CARE SELECT SECTORETP81369Y2091,1278,856SH SOLE 8,85600
CONSUMER DISCRETIONARY SELTETP81369Y4071,1686,509SH SOLE 6,50900
KRANESHARES CSI CHINA INTERNETP50076790614,196300,000SHCallSOLE 300,00000