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 4,689 255,961 SH   SOLE   255,961 0 0
CATERPILLAR INC DEL COM 149123101 2,589 22,312 SH   SOLE   22,312 0 0
CIENA CORP COM NEW 171779309 3,564 89,514 SH   SOLE   89,514 0 0
COMPANIA DE MINAS BUENAVENTU SPONSORED ADR 204448104 1,010 138,497 SH   SOLE   138,497 0 0
COSTCO WHSL CORP NEW COM 22160K105 5,511 19,329 SH   SOLE   19,329 0 0
CUMMINS INC COM 231021106 2,558 18,907 SH   SOLE   18,907 0 0
D R HORTON INC COM 23331A109 3,353 98,607 SH   SOLE   98,607 0 0
DBX ETF TR XTRACK HRVST CSI 233051879 3,965 153,151 SH   SOLE   153,151 0 0
DEERE & CO COM 244199105 2,478 17,936 SH   SOLE   17,936 0 0
DEVON ENERGY CORP NEW COM 25179M103 531 76,898 SH   SOLE   76,898 0 0
EATON CORP PLC SHS G29183103 1,672 21,523 SH   SOLE   21,523 0 0
GOLAR LNG LTD SHS G9456A100 663 84,153 SH   SOLE   84,153 0 0
HONEYWELL INTL INC COM 438516106 2,193 16,394 SH   SOLE   16,394 0 0
INTEL CORP COM 458140100 3,078 56,865 SH   SOLE   56,865 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 3,903 7,881 SH   SOLE   7,881 0 0
ISHARES INC MSCI TAIWAN ETF 46434G772 5,476 166,094 SH   SOLE   166,094 0 0
ISHARES SILVER TRUST ISHARES 46428Q109 369 28,288 SH   SOLE   28,288 0 0
ISHARES TR MSCI EAFE ETF 464287465 3,393 63,467 SH   SOLE   63,467 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 9,718 284,745 SH   SOLE   284,745 0 0
ISHARES TR US HOME CONS ETF 464288752 4,375 151,244 SH   SOLE   151,244 0 0
LENNAR CORP CL A 526057104 2,121 55,523 SH   SOLE   55,523 0 0
MICROSOFT CORP COM 594918104 3,949 25,040 SH   SOLE   25,040 0 0
NEWMONT CORP COM 651639106 3,248 71,726 SH   SOLE   71,726 0 0
NORFOLK SOUTHERN CORP COM 655844108 4,219 28,899 SH   SOLE   28,899 0 0
PULTE GROUP INC COM 745867101 3,030 135,763 SH   SOLE   135,763 0 0
ROCKWELL AUTOMATION INC COM 773903109 2,169 14,376 SH   SOLE   14,376 0 0
ROSS STORES INC COM 778296103 4,143 47,642 SH   SOLE   47,642 0 0
SCHLUMBERGER LTD COM 806857108 757 56,107 SH   SOLE   56,107 0 0
SHERWIN WILLIAMS CO COM 824348106 2,537 5,520 SH   SOLE   5,520 0 0
SONY CORP SPONSORED ADR 835699307 5,175 87,452 SH   SOLE   87,452 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 1,041 7,032 SH   SOLE   7,032 0 0
SPDR SER TR S&P HOMEBUILD 78464A888 2,330 78,219 SH   SOLE   78,219 0 0
SPLUNK INC COM 848637104 1,576 12,482 SH   SOLE   12,482 0 0
ST JOE CO COM 790148100 1,236 73,682 SH   SOLE   73,682 0 0
UNION PAC CORP COM 907818108 3,712 26,320 SH   SOLE   26,320 0 0
VALE S A SPONSORED ADS 91912E105 1,335 161,025 SH   SOLE   161,025 0 0
VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 6,776 294,088 SH   SOLE   294,088 0 0
VANECK VECTORS ETF TR RUSSIA ETF 92189F403 1,742 104,430 SH   SOLE   104,430 0 0