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
D R HORTON INC COM 23331A109 5,061 91,271 SH   SOLE   91,271 0 0
SPDR GOLD TR GOLD SHS 78463V107 932 5,569 SH   SOLE   5,569 0 0
DEVON ENERGY CORP NEW COM 25179M103 806 71,078 SH   SOLE   71,078 0 0
MICROSOFT CORP COM 594918104 4,706 23,122 SH   SOLE   23,122 0 0
BARRICK GOLD CORPORATION COM 067901108 6,394 237,333 SH   SOLE   237,333 0 0
GOLAR LNG LTD SHS G9456A100 564 77,833 SH   SOLE   77,833 0 0
COSTCO WHSL CORP NEW COM 22160K105 5,512 18,178 SH   SOLE   18,178 0 0
SHERWIN WILLIAMS CO COM 824348106 2,944 5,095 SH   SOLE   5,095 0 0
NORFOLK SOUTHERN CORP COM 655844108 4,686 26,693 SH   SOLE   26,693 0 0
ISHARES INC MSCI BRAZIL ETF 464286400 343 11,928 SH   SOLE   11,928 0 0
ROSS STORES INC COM 778296103 3,751 44,001 SH   SOLE   44,001 0 0
DEERE & CO COM 244199105 2,606 16,585 SH   SOLE   16,585 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 4,159 7,298 SH   SOLE   7,298 0 0
ISHARES TR US HOME CONS ETF 464288752 6,167 139,692 SH   SOLE   139,692 0 0
PULTE GROUP INC COM 745867101 4,270 125,467 SH   SOLE   125,467 0 0
CIENA CORP COM NEW 171779309 4,481 82,740 SH   SOLE   82,740 0 0
VANECK VECTORS ETF TR RUSSIA ETF 92189F403 2,006 96,688 SH   SOLE   96,688 0 0
SCHLUMBERGER LTD COM 806857108 953 51,842 SH   SOLE   51,842 0 0
SONY CORP SPONSORED ADR 835699307 5,603 81,049 SH   SOLE   81,049 0 0
ROCKWELL AUTOMATION INC COM 773903109 2,828 13,278 SH   SOLE   13,278 0 0
INTEL CORP COM 458140100 3,142 52,519 SH   SOLE   52,519 0 0
CATERPILLAR INC DEL COM 149123101 2,615 20,672 SH   SOLE   20,672 0 0
UNION PAC CORP COM 907818108 4,120 24,370 SH   SOLE   24,370 0 0
WISDOMTREE TR JAPN HEDGE EQT 97717W851 5,139 109,287 SH   SOLE   109,287 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 10,524 263,163 SH   SOLE   263,163 0 0
COMPANIA DE MINAS BUENAVENTU SPONSORED ADR 204448104 1,172 128,252 SH   SOLE   128,252 0 0
HONEYWELL INTL INC COM 438516106 2,190 15,149 SH   SOLE   15,149 0 0
EATON CORP PLC SHS G29183103 1,740 19,892 SH   SOLE   19,892 0 0
VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 9,973 271,880 SH   SOLE   271,880 0 0
ISHARES INC MSCI TAIWAN ETF 46434G772 6,170 153,407 SH   SOLE   153,407 0 0
LENNAR CORP CL A 526057104 3,160 51,281 SH   SOLE   51,281 0 0
CUMMINS INC COM 231021106 3,080 17,775 SH   SOLE   17,775 0 0
SPDR SER TR S&P HOMEBUILD 78464A888 3,171 72,242 SH   SOLE   72,242 0 0
ISHARES SILVER TR ISHARES 46428Q109 381 22,401 SH   SOLE   22,401 0 0
VALE S A SPONSORED ADS 91912E105 1,535 148,856 SH   SOLE   148,856 0 0
NEWMONT CORP COM 651639106 4,116 66,665 SH   SOLE   66,665 0 0
ST JOE CO COM 790148100 1,346 69,292 SH   SOLE   69,292 0 0