BARRICK GOLD CORPORATION COM 067901108 5102 323514 SH SOLE 323514 0 0 BHP GROUP LTD SPONSORED ADS 088606108 6182 106393 SH SOLE 106393 0 0 CATERPILLAR INC DEL COM 149123101 3994 29306 SH SOLE 29306 0 0 CIENA CORP COM NEW 171779309 575 13990 SH SOLE 13990 0 0 COMPANIA DE MINAS BUENAVENTU SPONSORED ADR 204448104 3038 182231 SH SOLE 182231 0 0 COSTCO WHSL CORP NEW COM 22160K105 6432 24340 SH SOLE 24340 0 0 CRESUD S A C I F Y A SPONSORED ADR 226406106 1020 97342 SH SOLE 97342 0 0 CUMMINS INC COM 231021106 4079 23808 SH SOLE 23808 0 0 D R HORTON INC COM 23331A109 6535 151529 SH SOLE 151529 0 0 DBX ETF TR XTRACK HRVST CSI 233051879 1596 56685 SH SOLE 56685 0 0 DEERE & CO COM 244199105 3927 23699 SH SOLE 23699 0 0 DEVON ENERGY CORP NEW COM 25179M103 2901 101712 SH SOLE 101712 0 0 HONEYWELL INTL INC COM 438516106 3788 21695 SH SOLE 21695 0 0 INTEL CORP COM 458140100 3607 75359 SH SOLE 75359 0 0 INTUITIVE SURGICAL INC COM NEW 46120E602 5440 10371 SH SOLE 10371 0 0 ISHARES INC MSCI CHILE ETF 464286640 3314 81103 SH SOLE 81103 0 0 ISHARES INC MSCI STH KOR ETF 464286772 12644 211185 SH SOLE 211185 0 0 ISHARES INC MSCI TAIWAN ETF 46434G772 8719 249387 SH SOLE 249387 0 0 ISHARES INC MSCI MLY ETF NEW 46434G814 4235 142455 SH SOLE 142455 0 0 ISHARES SILVER TRUST ISHARES 46428Q109 748 52179 SH SOLE 52179 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 16161 376625 SH SOLE 376625 0 0 ISHARES TR US HOME CONS ETF 464288752 7659 200399 SH SOLE 200399 0 0 ITAU UNIBANCO HLDG SA SPON ADR REP PFD 465562106 3705 393440 SH SOLE 393440 0 0 LENNAR CORP CL A 526057104 3565 73567 SH SOLE 73567 0 0 MICROSOFT CORP COM 594918104 4445 33183 SH SOLE 33183 0 0 NORFOLK SOUTHERN CORP COM 655844108 7632 38290 SH SOLE 38290 0 0 NUTRIEN LTD COM 67077M108 3433 64217 SH SOLE 64217 0 0 PULTE GROUP INC COM 745867101 6044 191155 SH SOLE 191155 0 0 ROCKWELL AUTOMATION INC COM 773903109 3121 19053 SH SOLE 19053 0 0 ROSS STORES INC COM 778296103 6257 63130 SH SOLE 63130 0 0 SHERWIN WILLIAMS CO COM 824348106 3351 7311 SH SOLE 7311 0 0 SONY CORP SPONSORED ADR 835699307 6014 114796 SH SOLE 114796 0 0 SOUTHERN COPPER CORP COM 84265V105 3471 89352 SH SOLE 89352 0 0 SPDR GOLD TRUST GOLD SHS 78463V107 2108 15827 SH SOLE 15827 0 0 SPDR SERIES TRUST S&P OILGAS EXP 78464A730 3286 120588 SH SOLE 120588 0 0 SPDR SERIES TRUST S&P HOMEBUILD 78464A888 4320 103644 SH SOLE 103644 0 0 SPLUNK INC COM 848637104 1976 15713 SH SOLE 15713 0 0 ST JOE CO COM 790148100 1603 92771 SH SOLE 92771 0 0 UNION PACIFIC CORP COM 907818108 5855 34625 SH SOLE 34625 0 0 VALE S A SPONSORED ADS 91912E105 2861 212854 SH SOLE 212854 0 0 VANECK VECTORS ETF TR RUSSIA ETF 92189F403 3248 137452 SH SOLE 137452 0 0