BARRICK GOLD CORPORATION COM 067901108 5506 317693 SH SOLE 317693 0 0 CATERPILLAR INC DEL COM 149123101 3507 27762 SH SOLE 27762 0 0 CIENA CORP COM NEW 171779309 4404 112250 SH SOLE 112250 0 0 COMPANIA DE MINAS BUENAVENTU SPONSORED ADR 204448104 2621 172681 SH SOLE 172681 0 0 COSTCO WHSL CORP NEW COM 22160K105 6587 22864 SH SOLE 22864 0 0 CUMMINS INC COM 231021106 3638 22364 SH SOLE 22364 0 0 D R HORTON INC COM 23331A109 7567 143566 SH SOLE 143566 0 0 DBX ETF TR XTRACK HRVST CSI 233051879 1962 72434 SH SOLE 72434 0 0 DEERE & CO COM 244199105 3791 22477 SH SOLE 22477 0 0 DEVON ENERGY CORP NEW COM 25179M103 2321 96481 SH SOLE 96481 0 0 EATON CORP PLC SHS G29183103 2245 27002 SH SOLE 27002 0 0 GOLAR LNG LTD BERMUDA SHS G9456A100 1369 105351 SH SOLE 105351 0 0 HONEYWELL INTL INC COM 438516106 3482 20579 SH SOLE 20579 0 0 INTEL CORP COM 458140100 3685 71509 SH SOLE 71509 0 0 INTUITIVE SURGICAL INC COM NEW 46120E602 5306 9828 SH SOLE 9828 0 0 ISHARES INC MSCI MLY ETF NEW 46434G814 3727 133821 SH SOLE 133821 0 0 ISHARES INC MSCI TAIWAN ETF 46434G772 8604 236639 SH SOLE 236639 0 0 ISHARES SILVER TRUST ISHARES 46428Q109 831 52179 SH SOLE 52179 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 14601 357258 SH SOLE 357258 0 0 ISHARES TR US HOME CONS ETF 464288752 8236 190159 SH SOLE 190159 0 0 ITAU UNIBANCO HLDG SA SPON ADR REP PFD 465562106 3140 373333 SH SOLE 373333 0 0 LENNAR CORP CL A 526057104 3899 69811 SH SOLE 69811 0 0 MICROSOFT CORP COM 594918104 4378 31489 SH SOLE 31489 0 0 NEWMONT GOLDCORP CORPORATION COM 651639106 3349 88318 SH SOLE 88318 0 0 NORFOLK SOUTHERN CORP COM 655844108 6528 36336 SH SOLE 36336 0 0 NUTRIEN LTD COM 67077M108 3039 60919 SH SOLE 60919 0 0 PULTE GROUP INC COM 745867101 6630 181388 SH SOLE 181388 0 0 ROCKWELL AUTOMATION INC COM 773903109 2980 18080 SH SOLE 18080 0 0 ROSS STORES INC COM 778296103 6580 59904 SH SOLE 59904 0 0 SHERWIN WILLIAMS CO COM 824348106 3815 6938 SH SOLE 6938 0 0 SONY CORP SPONSORED ADR 835699307 6429 108733 SH SOLE 108733 0 0 SPDR GOLD TRUST GOLD SHS 78463V107 2198 15827 SH SOLE 15827 0 0 SPDR SERIES TRUST S&P HOMEBUILD 78464A888 4335 98348 SH SOLE 98348 0 0 SPDR SERIES TRUST S&P OILGAS EXP 78464A730 2570 114938 SH SOLE 114938 0 0 SPLUNK INC COM 848637104 1740 14762 SH SOLE 14762 0 0 ST JOE CO COM 790148100 1493 87147 SH SOLE 87147 0 0 UNION PACIFIC CORP COM 907818108 5315 32812 SH SOLE 32812 0 0 VALE S A SPONSORED ADS 91912E105 2322 201882 SH SOLE 201882 0 0 VANECK VECTORS ETF TR RUSSIA ETF 92189F403 2971 130263 SH SOLE 130263 0 0