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 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
ISHARES GOLD TRUST COM ISHARES 464285105 16,365 1,285,576 SH   SOLE NONE 629 0 1,284,947
JP MORGAN CHASE & CO COM COM 46625H100 3,931 35,751 SH   SOLE NONE 31 0 35,720
OWENS CORNING COM COM 690742101 3,930 48,889 SH   SOLE NONE 26 0 48,863
NUCOR CORP COM COM 670346105 3,675 60,166 SH   SOLE NONE 34 0 60,132
KNIGHT SWIFT TRANSN HLDGS INC COM CL A CL A 499049104 2,252 48,966 SH   SOLE NONE 46 0 48,920
CATERPILLAR INC COM COM 149123101 2,155 14,628 SH   SOLE NONE 17 0 14,611
MAGNA INTL INC COM COM 559222401 1,729 30,699 SH   SOLE NONE 38 0 30,661
CARNIVAL CORP UNITS (COMPR 1 COM & 1 TR UNIT 99/99/9999 143658300 1,698 25,901 SH   SOLE NONE 36 0 25,865
VANGUARD INDEX FUNDS S&P 500 ETF S&P 500 ETF SHS 922908363 32,761 135,332 SH   SOLE NONE 50 0 135,282
SPDR GOLD TR GOLD SHS ETF GOLD SHS 78463V107 15,741 125,139 SH   SOLE NONE 61 0 125,078