The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| CDW CORP | COM | 12514G108 | 5,589 | 35,808 | SH | SOLE | 67 | 0 | 35,741 | ||
| D R HORTON INC | COM | 23331A109 | 1,747 | 25,945 | SH | SOLE | 118 | 0 | 25,827 | ||
| DOLLAR GEN CORP NEW | COM | 256677105 | 5,340 | 22,262 | SH | SOLE | 44 | 0 | 22,218 | ||
| ISHARES GOLD TR | ISHARES NEW | 464285204 | 19,192 | 608,695 | SH | SOLE | 931 | 0 | 607,764 | ||
| ISHARES TR | 1 3 YR TREAS BD | 464287457 | 338 | 4,159 | SH | SOLE | 0 | 0 | 4,159 | ||
| ISHARES TR | SHORT TREAS BD | 464288679 | 462 | 4,196 | SH | SOLE | 0 | 0 | 4,196 | ||
| KNIGHT-SWIFT TRANSN HLDGS IN | CL A | 499049104 | 6,593 | 134,741 | SH | SOLE | 229 | 0 | 134,512 | ||
| MARTIN MARIETTA MATLS INC | COM | 573284106 | 2,317 | 7,194 | SH | SOLE | 32 | 0 | 7,162 | ||
| SCHWAB STRATEGIC TR | US TIPS ETF | 808524870 | 18,477 | 356,704 | SH | SOLE | 554 | 0 | 356,150 | ||
| SPDR GOLD TR | GOLD SHS | 78463V107 | 19,181 | 124,015 | SH | SOLE | 190 | 0 | 123,825 | ||
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 5,688 | 11,215 | SH | SOLE | 21 | 0 | 11,194 | ||
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 6,863 | 13,589 | SH | SOLE | 25 | 0 | 13,564 | ||