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

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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
ALEXCO RESOURCE CORP COM 01535P106 81 54,000 SH   SOLE   54,000 0 0
ALLSTATE CORP COM 020002101 8,480 66,610 SH   SOLE   66,610 0 0
ALPHABET INC CAP STK CL A 02079K305 9,617 3,597 SH   SOLE   3,597 0 0
AMAZON COM INC COM 023135106 719 219 SH   SOLE   219 0 0
AMERICAN ELEC PWR INC COM 025537101 3,488 42,965 SH   SOLE   42,965 0 0
APPLE INC COM 037833100 824 5,820 SH   SOLE   5,820 0 0
APPLIED MATLS INC COM 038222105 13,112 101,860 SH   SOLE   101,860 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 11,567 192,755 SH   SOLE   192,755 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 347 1,270 SH   SOLE   1,270 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 7,666 129,553 SH   SOLE   129,553 0 0
CHEVRON CORP NEW COM 166764100 10,278 101,312 SH   SOLE   101,312 0 0
CISCO SYS INC COM 17275R102 8,113 149,055 SH   SOLE   149,055 0 0
CONAGRA FOODS INC COM 205887102 3,754 110,833 SH   SOLE   110,833 0 0
CVS HEALTH CORP COM 126650100 7,011 82,614 SH   SOLE   82,614 0 0
EBAY INC COM 278642103 8,217 117,935 SH   SOLE   117,935 0 0
FACEBOOK CL A 30303M102 618 1,822 SH   SOLE   1,822 0 0
FEDEX CORP COM 31428X106 8,677 39,570 SH   SOLE   39,570 0 0
FOX CORP CL B COM 35137L204 8,242 222,025 SH   SOLE   222,025 0 0
GASLOG PARTNERS LP UNIT LTD PTNRP Y2687W108 174 36,000 SH   SOLE   36,000 0 0
GILEAD SCIENCES INC COM 375558103 7,432 106,400 SH   SOLE   106,400 0 0
HP INC COM 40434L105 6,629 242,300 SH   SOLE   242,300 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 2,093 5,848 SH   SOLE   5,848 0 0
ISHARES TR MSCI CHINA A 46434V514 577 13,570 SH   SOLE   13,570 0 0
ISHARES TR CORE S&P SCP ETF 464287804 268 2,450 SH   SOLE   2,450 0 0
ISHARES INC MSCI GERMANY ETF 464286806 878 26,665 SH   SOLE   26,665 0 0
ISHARES TR MSCI GERMNY ETF 46429B465 686 8,445 SH   SOLE   8,445 0 0
ISHARES INC MSCI JPN ETF NEW 46434G822 556 7,917 SH   SOLE   7,917 0 0
ISHARES TR CORE MSCI INTL 46435G326 1,432 21,430 SH   SOLE   21,430 0 0
ISHARES TR CORE S&P500 ETF 464287200 874 2,029 SH   SOLE   2,029 0 0
ISHARES TR ISHARES BIOTECH 464287556 347 2,148 SH   SOLE   2,148 0 0
JOHNSON & JOHNSON COM 478160104 452 2,797 SH   SOLE   2,797 0 0
LUMENTUM HLDGS INC COM 55024U109 6,512 77,945 SH   SOLE   77,945 0 0
MARATHON OIL CORP COM 565849106 8,916 652,255 SH   SOLE   652,255 0 0
MEDTRONIC INC SHS G5960L103 8,467 67,550 SH   SOLE   67,550 0 0
MICROSOFT CORP COM 594918104 9,427 33,439 SH   SOLE   33,439 0 0
MORGAN STANLEY COM NEW 617446448 580 5,964 SH   SOLE   5,964 0 0
MUELLER INDS INC COM 624756102 5,348 130,115 SH   SOLE   130,115 0 0
NEWMONT CORP COM 651639106 8,650 159,305 SH   SOLE   159,305 0 0
NVIDIA CORPORATION COM 67066G104 707 3,412 SH   SOLE   3,412 0 0
ORACLE CORP COM 68389X105 9,867 113,240 SH   SOLE   113,240 0 0
PAYPAL HLDGS INC COM 70450Y103 5,540 21,289 SH   SOLE   21,289 0 0
QORVO INC COM 74736K101 12,010 71,835 SH   SOLE   71,835 0 0
QUALCOMM INC COM 747525103 445 3,450 SH   SOLE   3,450 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 10,429 121,323 SH   SOLE   121,323 0 0
ROPER TECHNOLOGIES INC COM 776696106 268 601 SH   SOLE   601 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 3,334 7,769 SH   SOLE   7,769 0 0
TREVENA INC COM 89532E109 27 22,000 SH   SOLE   22,000 0 0
UNITED RENTALS INC COM 911363109 10,937 31,167 SH   SOLE   31,167 0 0
VALMONT INDS INC COM 920253101 3,819 16,242 SH   SOLE   16,242 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 752 15,034 SH   SOLE   15,034 0 0
VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 1,516 23,100 SH   SOLE   23,100 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 8,681 160,733 SH   SOLE   160,733 0 0
WISDOMTREE TR US SMALLCAP DIVD 97717W604 278 9,020 SH   SOLE   9,020 0 0