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
ALBEMARLE CORP COM 012653101 1,195 16,966 SH   SOLE 16,966 0 0
ALLERGAN PLC SHS G0177J108 3,369 20,124 SH   SOLE 20,124 0 0
ALPHABET INC CAP STK CL A 02079K305 3,092 2,856 SH   SOLE 2,856 0 0
AMAZON COM INC COM 023135106 4,656 2,459 SH   SOLE 2,459 0 0
APPLE INC COM 037833100 4,693 23,714 SH   SOLE 23,714 0 0
BAIDU INC SPON ADR REP A 056752108 478 4,075 SH   SOLE 4,075 0 0
BANCORPSOUTH BK TUPELO MISS COM 05971J102 504 17,350 SH   SOLE 17,350 0 0
BANK AMER CORP COM 060505104 2,965 102,236 SH   SOLE 102,236 0 0
BAUSCH HEALTH COS INC COM 071734107 1,420 56,292 SH   SOLE 56,292 0 0
BECTON DICKINSON & CO COM 075887109 2,766 10,974 SH   SOLE 10,974 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 1,489 17,384 SH   SOLE 17,384 0 0
BLACKROCK INC COM 09247X101 2,679 5,709 SH   SOLE 5,709 0 0
BOEING CO COM 097023105 1,412 3,880 SH   SOLE 3,880 0 0
BOX INC CL A 10316T104 2,358 133,897 SH   SOLE 133,897 0 0
BROADCOM INC COM 11135F101 2,812 9,767 SH   SOLE 9,767 0 0
CAPITAL ONE FINL CORP COM 14040H105 2,574 28,371 SH   SOLE 28,371 0 0
CATERPILLAR INC DEL COM 149123101 2,530 18,566 SH   SOLE 18,566 0 0
CENTENE CORP DEL COM 15135B101 1,241 23,670 SH   SOLE 23,670 0 0
CENTURYLINK INC COM 156700106 2,801 238,187 SH   SOLE 238,187 0 0
CISCO SYS INC COM 17275R102 269 4,908 SH   SOLE 4,908 0 0
CONSTELLATION BRANDS INC CL A 21036P108 1,353 6,870 SH   SOLE 6,870 0 0
CULLEN FROST BANKERS INC COM 229899109 2,401 25,641 SH   SOLE 25,641 0 0
DISNEY WALT CO COM DISNEY 254687106 3,218 23,048 SH   SOLE 23,048 0 0
EOG RES INC COM 26875P101 1,251 13,431 SH   SOLE 13,431 0 0
EXXON MOBIL CORP COM 30231G102 3,746 48,888 SH   SOLE 48,888 0 0
FACEBOOK INC CL A 30303M102 256 1,325 SH   SOLE 1,325 0 0
FEDEX CORP COM 31428X106 1,208 7,356 SH   SOLE 7,356 0 0
GILEAD SCIENCES INC COM 375558103 2,574 38,102 SH   SOLE 38,102 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 1,598 15,760 SH   SOLE 15,760 0 0
HOLLYFRONTIER CORP COM 436106108 1,406 30,389 SH   SOLE 30,389 0 0
HOME DEPOT INC COM 437076102 335 1,609 SH   SOLE 1,609 0 0
HONEYWELL INTL INC COM 438516106 4,807 27,533 SH   SOLE 27,533 0 0
HUMANA INC COM 444859102 2,780 10,478 SH   SOLE 10,478 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 1,310 24,172 SH   SOLE 24,172 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 2,587 18,761 SH   SOLE 18,761 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 806 4,316 SH   SOLE 4,316 0 0
IQVIA HLDGS INC COM 46266C105 1,613 10,023 SH   SOLE 10,023 0 0
ISHARES INC CORE MSCI EMKT 46434G103 1,567 30,457 SH   SOLE 30,457 0 0
ISHARES TR CORE S&P SCP ETF 464287804 1,741 22,234 SH   SOLE 22,234 0 0
ISHARES TR CORE S&P500 ETF 464287200 333 1,131 SH   SOLE 1,131 0 0
ISHARES TR MSCI EAFE ETF 464287465 221 3,355 SH   SOLE 3,355 0 0
ISHARES US ETF TR COMMOD SEL STG 46431W853 9,862 301,586 SH   SOLE 301,586 0 0
JOHNSON & JOHNSON COM 478160104 1,343 9,644 SH   SOLE 9,644 0 0
JPMORGAN CHASE & CO COM 46625H100 4,382 39,196 SH   SOLE 39,196 0 0
KINDER MORGAN INC DEL COM 49456B101 2,577 123,406 SH   SOLE 123,406 0 0
KKR & CO INC CL A 48251W104 5,578 220,722 SH   SOLE 220,722 0 0
LAUDER ESTEE COS INC CL A 518439104 1,792 9,787 SH   SOLE 9,787 0 0
LEGGETT & PLATT INC COM 524660107 2,296 59,839 SH   SOLE 59,839 0 0
LOCKHEED MARTIN CORP COM 539830109 3,058 8,413 SH   SOLE 8,413 0 0
MARTIN MARIETTA MATLS INC COM 573284106 1,558 6,770 SH   SOLE 6,770 0 0
MASIMO CORP COM 574795100 1,651 11,097 SH   SOLE 11,097 0 0
MASTERCARD INC CL A 57636Q104 1,917 7,247 SH   SOLE 7,247 0 0
MCCORMICK & CO INC COM NON VTG 579780206 3,043 19,634 SH   SOLE 19,634 0 0
MERCADOLIBRE INC COM 58733R102 2,698 4,410 SH   SOLE 4,410 0 0
MERCK & CO INC COM 58933Y105 2,672 31,863 SH   SOLE 31,863 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 2,480 28,599 SH   SOLE 28,599 0 0
MICROSOFT CORP COM 594918104 3,647 27,223 SH   SOLE 27,223 0 0
PALO ALTO NETWORKS INC COM 697435105 1,430 7,018 SH   SOLE 7,018 0 0
PAYPAL HLDGS INC COM 70450Y103 2,113 18,460 SH   SOLE 18,460 0 0
PIMCO ETF TR ENHAN SHRT MA AC 72201R833 729 7,164 SH   SOLE 7,164 0 0
POLARIS INDS INC COM 731068102 1,416 15,522 SH   SOLE 15,522 0 0
POST HLDGS INC COM 737446104 1,454 13,988 SH   SOLE 13,988 0 0
PROCTER AND GAMBLE CO COM 742718109 3,091 28,191 SH   SOLE 28,191 0 0
PROGRESSIVE CORP OHIO COM 743315103 1,505 18,825 SH   SOLE 18,825 0 0
PVH CORP COM 693656100 1,003 10,598 SH   SOLE 10,598 0 0
QUALCOMM INC COM 747525103 2,357 30,991 SH   SOLE 30,991 0 0
ROPER TECHNOLOGIES INC COM 776696106 1,635 4,463 SH   SOLE 4,463 0 0
SALESFORCE COM INC COM 79466L302 1,373 9,049 SH   SOLE 9,049 0 0
SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 30,479 1,161,562 SH   SOLE 1,161,562 0 0
SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 228 7,100 SH   SOLE 7,100 0 0
SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 1,675 31,563 SH   SOLE 31,563 0 0
SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 7,417 89,138 SH   SOLE 89,138 0 0
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 8,512 121,268 SH   SOLE 121,268 0 0
SCHWAB STRATEGIC TR US REIT ETF 808524847 5,810 130,736 SH   SOLE 130,736 0 0
SCHWAB STRATEGIC TR US SML CAP ETF 808524607 27,528 385,111 SH   SOLE 385,111 0 0
SHAKE SHACK INC CL A 819047101 1,953 27,056 SH   SOLE 27,056 0 0
SILICON LABORATORIES INC COM 826919102 556 5,375 SH   SOLE 5,375 0 0
SOPHIRIS BIO INC COM NEW 83578Q209 29 34,328 SH   SOLE 34,328 0 0
SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 300 8,380 SH   SOLE 8,380 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 1,644 5,612 SH   SOLE 5,612 0 0
SPDR SERIES TRUST PORTFOLIO SM ETF 78468R853 302 9,869 SH   SOLE 9,869 0 0
STARBUCKS CORP COM 855244109 3,402 40,582 SH   SOLE 40,582 0 0
TRADEWEB MKTS INC CL A 892672106 1,387 31,655 SH   SOLE 31,655 0 0
TRAVELERS COMPANIES INC COM 89417E109 2,916 19,504 SH   SOLE 19,504 0 0
UNITED TECHNOLOGIES CORP COM 913017109 2,736 21,015 SH   SOLE 21,015 0 0
VANGUARD GROUP DIV APP ETF 921908844 682 5,924 SH   SOLE 5,924 0 0
VANGUARD INDEX FDS SMALL CP ETF 922908751 2,129 13,588 SH   SOLE 13,588 0 0
VANGUARD INDEX FDS TOTAL STK MKT 922908769 600 4,000 SH   SOLE 4,000 0 0
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 326 7,819 SH   SOLE 7,819 0 0
VISA INC COM CL A 92826C839 3,297 19,000 SH   SOLE 19,000 0 0
VULCAN MATLS CO COM 929160109 3,287 23,938 SH   SOLE 23,938 0 0
WALMART INC COM 931142103 3,043 27,542 SH   SOLE 27,542 0 0
WELLS FARGO CO NEW COM 949746101 428 9,048 SH   SOLE 9,048 0 0
WESTROCK CO COM 96145D105 237 6,500 SH   SOLE 6,500 0 0
WILLIAMS SONOMA INC COM 969904101 3,036 46,712 SH   SOLE 46,712 0 0