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 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
AMAZON.COM INCCOM0231351065417SH SOLE 1700
WYNN RESORTS LTD COMCOM9831341072,03615,910SH SOLE 15,91000
STARBUCKS CORPCOM85524410923206SH SOLE 20600
ISHARES MSCI CANADA ETFCOM4642865093,820110,355SH SOLE 110,35500
VULCAN MATLS CO COMCOM9291601092,13512,825SH SOLE 12,82500
JOHNSON & JOHNSON COMCOM4781601041,69910,432SH SOLE 10,43200
LAS VEGAS SANDS CORP COMCOM5178341071,69727,461SH SOLE 27,46100
CARNIVAL CORP PAIRED CTFCOM1436583001,56858,424SH SOLE 58,42400
NETFLIX COM INCCOM64110L106164304SH SOLE 30400
SPDR DOW JONES INDUSTRIAL ETFCOM78467X1091750SH SOLE 5000
ADVANCE AUTO PARTS INC COMCOM00751Y1062,04410,999SH SOLE 10,99900
ISHARES MSCI JAPAN ETFCOM46434G8223,49850,619SH SOLE 50,61900
ISHARES TIPS BOND ETFCOM46428717619,822157,875SH SOLE 157,87400
PROSHARES SHORT 20 YEAR TREASURYCOM74347X8495,082284,386SH SOLE 284,38600
ISHARES RUSSELL 2000 VALUE ETFCOM46428763012,43777,137SH SOLE 77,13600
CHILDRENS PL INC NEW COMCOM1689051071,65123,948SH SOLE 23,94800
VANGUARD SHORT TERM CORP BOND FD ETFCOM92206C40911,393138,267SH SOLE 138,26600
FISERV INC COMCOM3377381083,87931,792SH SOLE 31,79200
CONSTELLATION BRANDS INC CL ACOM21036P1081,7487,617SH SOLE 7,61700
FINANCIAL SELECT SECTOR SPDR FUNDCOM81369Y60510,462303,694SH SOLE 303,69400
ROYAL CARRIBBEAN CRUISES LTDCOMV7780T10339451SH SOLE 45100
GENERAL MOTORS CORPCOM37045V1006100SH SOLE 10000
ISHARES 0-5 YEAR TIPS BOND ETFCOM46429B7476,25959,269SH SOLE 59,26900
PRICELINE.COM INCCOM09857L1083,6801,546SH SOLE 1,54600
EXPERIENCE INVT CORP COM CL ACOM30217C1093,400323,196SH SOLE 323,19600
INVESCO S&P 500 HIGH BETA ETFCOM46138E3708,940126,361SH SOLE 126,36100
SPIRIT AIRLS INC COMCOM8485771024,025107,803SH SOLE 107,80300
MATCH GROUP INC NEW COMCOM57667L1073,72126,132SH SOLE 26,13200
GOODRX HLDGS INC COM CL ACOM38246G1083,60392,317SH SOLE 92,31700
DESIGNER BRANDS INC CL ACOM2505651082,741161,257SH SOLE 161,25700
ASPIRATIONAL CONSUMER LIFESTYL COMCOMG054361031,812177,128SH SOLE 177,12800
CAPRI HOLDINGS LIMITED SHSCOMG1890L1072,04441,320SH SOLE 41,32000
ELECTRONIC ARTS INC COMCOM285512109110SH SOLE 1000
VISA INCCOM92826C8393,83217,688SH SOLE 17,68800
VANGUARD VALUE INDEX FUNDCOM922908744427SH SOLE 2700
ISHARES U.S. TREASURY BOND ETFCOM46429B26730011,427SH SOLE 11,42700
PHILLIPS 66COM7185461041,99023,950SH SOLE 23,94900
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETFCOM9220208058,021155,489SH SOLE 155,48900
DILLARDS INC CL ACOM2540671012,16923,399SH SOLE 23,39900
KINDER MORGAN INCCOM49456B1012,297136,466SH SOLE 136,46500
SPDR S&P HOMEBUILDERS ETFCOM78464A88826364SH SOLE 36400
SPDR S&P METALS AND MINING ETFCOM78464A7553,97398,501SH SOLE 98,50100
GENERAL ELECTRIC CO COMCOM3696041032121SH SOLE 12100
EXPEDIA GROUP INC COM NEWCOM30212P3034,02222,883SH SOLE 22,88300
CONTAINER STORE GROUP INC COMCOM2107511031,988120,979SH SOLE 120,97900
TWITTER INC COMCOM90184L1023,62256,745SH SOLE 56,74500
CHEVRON CORP NEW COMCOM1667641001,94818,427SH SOLE 18,42700
ISHARES MSCI GERMANY ETFCOM4642868063,648107,522SH SOLE 107,52200
WALMART INC COMCOM931142103212SH SOLE 1200
CATERPILLAR INC COMCOM1491231012,64411,363SH SOLE 11,36300
AMGEN INCCOM03116210025100SH SOLE 10000
SPDR PORTFOLIO TIPS ETFCOM78464A6566,032197,682SH SOLE 197,68200
SPDR PORTFOLIO S&P 500 ETFCOM78464A8541,16224,683SH SOLE 24,68300
SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETFCOM78468R6225,20147,866SH SOLE 47,86600
EXXON MOBIL CORP COMCOM30231G1022,18238,070SH SOLE 38,06900
DEVON ENERGY CORP COM25179M1033,159134,978SH SOLE 134,97800
BAIDU COM ADR ADR0567521081150SH SOLE 5000
CINEMARK HLDGS INC COMCOM17243V1021,20356,090SH SOLE 56,09000
APPLE INCCOM0378331002101,704SH SOLE 1,70400
DISNEY WALT CO COMCOM254687106101536SH SOLE 53600
RAYMOND JAMES FINL INC COM7547301091271,005SH SOLE 1,00500
SPDR BLOOMBERG BARCLAYS 1-3 MONTH T-BILL ETFCOM78468R6632753,008SH SOLE 3,00800