BARRICK GOLD CORP COM 067901108 2250 145150 SH SOLE 145150 0 0 CATERPILLAR INC COM 149123101 2743 16719 SH SOLE 16719 0 0 CHEVRON CORP NEW COM 166764100 3640 25339 SH SOLE 25339 0 0 COMPANIA DE MINAS BUENAVENTU SPONSORED ADR 204448104 697 103607 SH SOLE 103607 0 0 CONOCOPHILLIPS COM 20825C104 4978 48640 SH SOLE 48640 0 0 COSTCO WHSL CORP NEW COM 22160K105 3003 6358 SH SOLE 6358 0 0 CUMMINS INC COM 231021106 3009 14785 SH SOLE 14785 0 0 D R HORTON INC COM 23331A109 3795 56353 SH SOLE 56353 0 0 DEERE & CO COM 244199105 4006 11999 SH SOLE 11999 0 0 DEVON ENERGY CORP NEW COM 25179M103 4284 71240 SH SOLE 71240 0 0 EOG RES INC COM 26875P101 2317 20738 SH SOLE 20738 0 0 FRANCO NEV CORP COM 351858105 3726 31184 SH SOLE 31184 0 0 FREEPORT-MCMORAN INC CL B 35671D857 2081 76161 SH SOLE 76161 0 0 GOLAR LNG LTD SHS G9456A100 2371 95138 SH SOLE 95138 0 0 INTEL CORP COM 458140100 1088 42213 SH SOLE 42213 0 0 ISHARES INC MSCI BRAZIL ETF 464286400 2890 97534 SH SOLE 97534 0 0 ISHARES SILVER TR ISHARES 46428Q109 212 12121 SH SOLE 12121 0 0 ISHARES TR MSCI UK ETF NEW 46435G334 3828 146063 SH SOLE 146063 0 0 LENNAR CORP CL A 526057104 2363 31691 SH SOLE 31691 0 0 MOHAWK INDS INC COM 608190104 2797 30677 SH SOLE 30677 0 0 MOSAIC CO NEW COM 61945C103 3505 72517 SH SOLE 72517 0 0 NEWMONT CORP COM 651639106 2280 54247 SH SOLE 54247 0 0 NORFOLK SOUTHN CORP COM 655844108 3596 17153 SH SOLE 17153 0 0 RIO TINTO PLC SPONSORED ADR 767204100 2133 38744 SH SOLE 38744 0 0 ROCKWELL AUTOMATION INC COM 773903109 2295 10669 SH SOLE 10669 0 0 SCHLUMBERGER LTD COM STK 806857108 3552 98944 SH SOLE 98944 0 0 SHERWIN WILLIAMS CO COM 824348106 2516 12286 SH SOLE 12286 0 0 SPDR GOLD TR GOLD SHS 78463V107 331 2139 SH SOLE 2139 0 0 ST JOE CO COM 790148100 1376 42951 SH SOLE 42951 0 0 UNION PAC CORP COM 907818108 2929 15032 SH SOLE 15032 0 0 VALE S A SPONSORED ADS 91912E105 2208 165761 SH SOLE 165761 0 0 VANECK ETF TRUST VANECK RUSSIA ET 92189F403 0 86773 SH SOLE 86773 0 0 VANECK ETF TRUST GOLD MINERS ETF 92189F106 3384 140314 SH SOLE 140314 0 0