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
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 2,647 12,565 SH   SOLE 12,565 0 0
ALBEMARLE CORP COM 012653101 1,627 16,309 SH   SOLE 16,309 0 0
ALPHABET INC CAP STK CL A 02079K305 3,240 2,685 SH   SOLE 2,685 0 0
AMAZON COM INC COM 023135106 5,030 2,511 SH   SOLE 2,511 0 0
APPLE INC COM 037833100 5,295 23,456 SH   SOLE 23,456 0 0
BANCORPSOUTH BK TUPELO MISS COM 05971J102 818 25,000 SH   SOLE 25,000 0 0
BANK AMER CORP COM 060505104 2,972 100,875 SH   SOLE 100,875 0 0
BAUSCH HEALTH COS INC COM 071734107 308 12,005 SH   SOLE 12,005 0 0
BECTON DICKINSON & CO COM 075887109 2,806 10,751 SH   SOLE 10,751 0 0
BLACKROCK INC COM 09247X101 2,435 5,167 SH   SOLE 5,167 0 0
BOX INC CL A 10316T104 2,930 122,554 SH   SOLE 122,554 0 0
CATERPILLAR INC DEL COM 149123101 2,571 16,859 SH   SOLE 16,859 0 0
CELGENE CORP COM 151020104 1,427 15,951 SH   SOLE 15,951 0 0
CENTENE CORP DEL COM 15135B101 1,703 11,766 SH   SOLE 11,766 0 0
CF INDS HLDGS INC COM 125269100 3,325 61,070 SH   SOLE 61,070 0 0
CHEVRON CORP NEW COM 166764100 2,452 20,056 SH   SOLE 20,056 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 1,752 3,855 SH   SOLE 3,855 0 0
CITIGROUP INC COM NEW 172967424 1,469 20,476 SH   SOLE 20,476 0 0
CLEVELAND CLIFFS INC COM 185899101 156 12,334 SH   SOLE 12,334 0 0
CONCHO RES INC COM 20605P101 1,522 9,966 SH   SOLE 9,966 0 0
CONOCOPHILLIPS COM 20825C104 235 3,035 SH   SOLE 3,035 0 0
CONSTELLATION BRANDS INC CL A 21036P108 1,261 5,850 SH   SOLE 5,850 0 0
CORE LABORATORIES N V COM N22717107 1,355 11,696 SH   SOLE 11,696 0 0
CULLEN FROST BANKERS INC COM 229899109 2,326 22,276 SH   SOLE 22,276 0 0
DISNEY WALT CO COM DISNEY 254687106 2,672 22,853 SH   SOLE 22,853 0 0
EOG RES INC COM 26875P101 1,634 12,805 SH   SOLE 12,805 0 0
EXXON MOBIL CORP COM 30231G102 4,239 49,862 SH   SOLE 49,862 0 0
FEDEX CORP COM 31428X106 1,292 5,366 SH   SOLE 5,366 0 0
GILEAD SCIENCES INC COM 375558103 2,742 35,514 SH   SOLE 35,514 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 1,624 16,079 SH   SOLE 16,079 0 0
HONEYWELL INTL INC COM 438516106 4,587 27,567 SH   SOLE 27,567 0 0
HUMANA INC COM 444859102 2,890 8,536 SH   SOLE 8,536 0 0
INTERACTIVE BROKERS GROUP IN COM 45841N107 1,266 22,894 SH   SOLE 22,894 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 2,545 16,830 SH   SOLE 16,830 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 1,120 6,026 SH   SOLE 6,026 0 0
IQVIA HLDGS INC COM 46266C105 1,799 13,869 SH   SOLE 13,869 0 0
ISHARES TR CORE MSCI EAFE 46432F842 555 8,662 SH   SOLE 8,662 0 0
ISHARES TR CORE S&P SCP ETF 464287804 2,393 27,430 SH   SOLE 27,430 0 0
ISHARES TR CORE S&P500 ETF 464287200 370 1,264 SH   SOLE 1,264 0 0
ISHARES TR MSCI EAFE ETF 464287465 512 7,535 SH   SOLE 7,535 0 0
ISHARES US ETF TR COMMOD SEL STG 46431W853 3,501 89,921 SH   SOLE 89,921 0 0
JPMORGAN CHASE & CO COM 46625H100 4,281 37,941 SH   SOLE 37,941 0 0
LAUDER ESTEE COS INC CL A 518439104 1,550 10,669 SH   SOLE 10,669 0 0
LEGGETT & PLATT INC COM 524660107 2,522 57,602 SH   SOLE 57,602 0 0
LOCKHEED MARTIN CORP COM 539830109 2,770 8,006 SH   SOLE 8,006 0 0
MARTIN MARIETTA MATLS INC COM 573284106 2,325 12,780 SH   SOLE 12,780 0 0
MASIMO CORP COM 574795100 1,845 14,817 SH   SOLE 14,817 0 0
MASTERCARD INCORPORATED CL A 57636Q104 1,790 8,041 SH   SOLE 8,041 0 0
MERCADOLIBRE INC COM 58733R102 1,750 5,140 SH   SOLE 5,140 0 0
MERCK & CO INC COM 58933Y105 2,881 40,610 SH   SOLE 40,610 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 2,079 26,349 SH   SOLE 26,349 0 0
MICROSOFT CORP COM 594918104 3,183 27,830 SH   SOLE 27,830 0 0
NEWELL BRANDS INC COM 651229106 1,400 68,964 SH   SOLE 68,964 0 0
PALO ALTO NETWORKS INC COM 697435105 1,698 7,539 SH   SOLE 7,539 0 0
PAYPAL HLDGS INC COM 70450Y103 1,520 17,303 SH   SOLE 17,303 0 0
PIMCO ETF TR ENHAN SHRT MA AC 72201R833 451 4,441 SH   SOLE 4,441 0 0
POLARIS INDS INC COM 731068102 1,394 13,805 SH   SOLE 13,805 0 0
POST HLDGS INC COM 737446104 1,728 17,628 SH   SOLE 17,628 0 0
PRAXAIR INC COM 74005P104 2,595 16,143 SH   SOLE 16,143 0 0
PROCTER AND GAMBLE CO COM 742718109 2,684 32,252 SH   SOLE 32,252 0 0
PROGRESSIVE CORP OHIO COM 743315103 1,717 24,176 SH   SOLE 24,176 0 0
PROSHARES TR PSHS ULTSH 20YRS 74347B201 416 10,855 SH   SOLE 10,855 0 0
PVH CORP COM 693656100 1,387 9,607 SH   SOLE 9,607 0 0
QUALCOMM INC COM 747525103 3,202 44,458 SH   SOLE 44,458 0 0
ROPER TECHNOLOGIES INC COM 776696106 1,518 5,126 SH   SOLE 5,126 0 0
SCHLUMBERGER LTD COM 806857108 2,218 36,411 SH   SOLE 36,411 0 0
SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 15,652 608,771 SH   SOLE 608,771 0 0
SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 14,841 442,610 SH   SOLE 442,610 0 0
SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 1,756 33,133 SH   SOLE 33,133 0 0
SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 7,127 86,899 SH   SOLE 86,899 0 0
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 7,939 114,127 SH   SOLE 114,127 0 0
SCHWAB STRATEGIC TR US SML CAP ETF 808524607 31,342 411,473 SH   SOLE 411,473 0 0
SILICON LABORATORIES INC COM 826919102 569 6,200 SH   SOLE 6,200 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 2,305 25,409 SH   SOLE 25,409 0 0
SM ENERGY CO COM 78454L100 300 9,502 SH   SOLE 9,502 0 0
SOPHIRIS BIO INC COM NEW 83578Q209 94 33,728 SH   SOLE 33,728 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 1,627 5,597 SH   SOLE 5,597 0 0
STARBUCKS CORP COM 855244109 2,578 45,349 SH   SOLE 45,349 0 0
TRAVELERS COMPANIES INC COM 89417E109 2,480 19,121 SH   SOLE 19,121 0 0
UNITED STS COMMODITY INDEX F COMM IDX FND 911717106 7,277 171,351 SH   SOLE 171,351 0 0
UNITED TECHNOLOGIES CORP COM 913017109 2,686 19,209 SH   SOLE 19,209 0 0
VANGUARD GROUP DIV APP ETF 921908844 579 5,229 SH   SOLE 5,229 0 0
VANGUARD INDEX FDS TOTAL STK MKT 922908769 564 3,770 SH   SOLE 3,770 0 0
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 375 8,655 SH   SOLE 8,655 0 0
VISA INC COM CL A 92826C839 2,528 16,843 SH   SOLE 16,843 0 0
WALMART INC COM 931142103 2,737 29,144 SH   SOLE 29,144 0 0
WELLS FARGO CO NEW COM 949746101 2,445 46,523 SH   SOLE 46,523 0 0
WILLIAMS SONOMA INC COM 969904101 2,952 44,921 SH   SOLE 44,921 0 0