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
BARRICK GOLD CORPORATION COM 067901108 5,721 307,441 SH   SOLE   307,441 0 0
CATERPILLAR INC DEL COM 149123101 3,963 26,866 SH   SOLE   26,866 0 0
CIENA CORP COM NEW 171779309 4,632 108,634 SH   SOLE   108,634 0 0
COMPANIA DE MINAS BUENAVENTU SPONSORED ADR 204448104 2,558 167,112 SH   SOLE   167,112 0 0
COSTCO WHSL CORP NEW COM 22160K105 6,528 22,120 SH   SOLE   22,120 0 0
CUMMINS INC COM 231021106 3,876 21,636 SH   SOLE   21,636 0 0
D R HORTON INC COM 23331A109 6,261 119,144 SH   SOLE   119,144 0 0
DBX ETF TR XTRACK HRVST CSI 233051879 5,860 200,539 SH   SOLE   200,539 0 0
DEERE & CO COM 244199105 3,788 21,752 SH   SOLE   21,752 0 0
DEVON ENERGY CORP NEW COM 25179M103 2,384 93,372 SH   SOLE   93,372 0 0
EATON CORP PLC SHS G29183103 2,481 26,131 SH   SOLE   26,131 0 0
GOLAR LNG LTD BERMUDA SHS G9456A100 1,395 101,956 SH   SOLE   101,956 0 0
HONEYWELL INTL INC COM 438516106 3,514 19,916 SH   SOLE   19,916 0 0
INTEL CORP COM 458140100 4,126 69,204 SH   SOLE   69,204 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 5,623 9,510 SH   SOLE   9,510 0 0
ISHARES INC MSCI TAIWAN ETF 46434G772 8,291 202,123 SH   SOLE   202,123 0 0
ISHARES SILVER TRUST ISHARES 46428Q109 847 50,586 SH   SOLE   50,586 0 0
ISHARES TR MSCI EAFE ETF 464287465 17,212 249,013 SH   SOLE   249,013 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 15,479 345,748 SH   SOLE   345,748 0 0
ISHARES TR US HOME CONS ETF 464288752 8,156 184,035 SH   SOLE   184,035 0 0
LENNAR CORP CL A 526057104 3,766 67,563 SH   SOLE   67,563 0 0
MICROSOFT CORP COM 594918104 4,803 30,476 SH   SOLE   30,476 0 0
NEWMONT GOLDCORP CORPORATION COM 651639106 3,739 85,463 SH   SOLE   85,463 0 0
NORFOLK SOUTHERN CORP COM 655844108 6,808 35,165 SH   SOLE   35,165 0 0
PULTE GROUP INC COM 745867101 6,397 164,864 SH   SOLE   164,864 0 0
ROCKWELL AUTOMATION INC COM 773903109 3,551 17,497 SH   SOLE   17,497 0 0
ROSS STORES INC COM 778296103 6,754 57,977 SH   SOLE   57,977 0 0
SCHLUMBERGER LTD COM 806857108 2,756 68,217 SH   SOLE   68,217 0 0
SHERWIN WILLIAMS CO COM 824348106 3,887 6,717 SH   SOLE   6,717 0 0
SONY CORP SPONSORED ADR 835699307 7,126 105,225 SH   SOLE   105,225 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 1,794 12,575 SH   SOLE   12,575 0 0
SPDR SERIES TRUST S&P HOMEBUILD 78464A888 4,325 95,179 SH   SOLE   95,179 0 0
SPDR SERIES TRUST S&P OILGAS EXP 78464A730 2,599 111,255 SH   SOLE   111,255 0 0
SPLUNK INC COM 848637104 2,127 14,282 SH   SOLE   14,282 0 0
ST JOE CO COM 790148100 1,657 84,313 SH   SOLE   84,313 0 0
UNION PACIFIC CORP COM 907818108 5,720 31,754 SH   SOLE   31,754 0 0
VALE S A SPONSORED ADS 91912E105 2,577 195,377 SH   SOLE   195,377 0 0
VANECK VECTORS ETF TRUST RUSSIA ETF 92189F403 3,133 126,063 SH   SOLE   126,063 0 0