ALIGN TECHNOLOGY INC COM 016255101 2005 3282 SH SOLE 0 0 3282 ALPHABET INC CAP STK CL A 02079K305 1868 765 SH SOLE 0 0 765 AMERICAN AIRLS GROUP INC COM 02376R102 1376 64898 SH SOLE 0 0 64898 APPLE INC COM 037833100 477 3480 SH SOLE 0 0 3480 APPLIED MATLS INC COM 038222105 1747 12270 SH SOLE 0 0 12270 ARCHER DANIELS MIDLAND CO COM 039483102 1959 32325 SH SOLE 0 0 32325 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 10148 36514 SH SOLE 0 0 36514 BIO RAD LABS INC CL A 090572207 1515 2352 SH SOLE 0 0 2352 BOOKING HOLDINGS INC COM 09857L108 1742 796 SH SOLE 0 0 796 CADENCE DESIGN SYSTEM INC COM 127387108 1573 11495 SH SOLE 0 0 11495 CAESARS ENTERTAINMENT INC NE COM 12769G100 2013 19407 SH SOLE 0 0 19407 CARMAX INC COM 143130102 1867 14458 SH SOLE 0 0 14458 CATERPILLAR INC COM 149123101 988 4538 SH SOLE 0 0 4538 COPART INC COM 217204106 1652 12528 SH SOLE 0 0 12528 D R HORTON INC COM 23331A109 1842 20388 SH SOLE 0 0 20388 DANAHER CORPORATION COM 235851102 1989 7411 SH SOLE 0 0 7411 DEVON ENERGY CORP NEW COM 25179M103 1656 56718 SH SOLE 0 0 56718 DXC TECHNOLOGY CO COM 23355L106 1520 39032 SH SOLE 0 0 39032 EBAY INC. COM 278642103 2214 31534 SH SOLE 0 0 31534 FREEPORT-MCMORAN INC CL B 35671D857 1948 52482 SH SOLE 0 0 52482 GAP INC COM 364760108 1442 42860 SH SOLE 0 0 42860 HARTFORD FINL SVCS GROUP INC COM 416515104 1809 29198 SH SOLE 0 0 29198 HILTON WORLDWIDE HLDGS INC COM 43300A203 1881 15597 SH SOLE 0 0 15597 HOST HOTELS & RESORTS INC COM 44107P104 1878 109909 SH SOLE 0 0 109909 IDEXX LABS INC COM 45168D104 1974 3126 SH SOLE 0 0 3126 INGERSOLL RAND INC COM 45687V106 1949 39923 SH SOLE 0 0 39923 INVESCO ACTIVLY MANGD ETC FD OPTIMUM YIELD 46090F100 481 23946 SH SOLE 0 0 23946 ISHARES GOLD TR ISHARES NEW 464285204 2140 63482 SH SOLE 0 0 63482 ISHARES S&P GSCI COMMODITY- UNIT BEN INT 46428R107 4720 293329 SH SOLE 0 0 293329 ISHARES TR BARCLAYS 7 10 YR 464287440 24084 208534 SH SOLE 0 0 208534 ISHARES TR CORE S&P500 ETF 464287200 662 1540 SH SOLE 0 0 1540 ISHARES TR MSCI EAFE ETF 464287465 11420 144774 SH SOLE 0 0 144774 ISHARES TR RUS MID CAP ETF 464287499 8096 102166 SH SOLE 0 0 102166 ISHARES TR RUSSELL 2000 ETF 464287655 9109 39713 SH SOLE 0 0 39713 ISHARES TR SHORT TREAS BD 464288679 1301 11774 SH SOLE 0 0 11774 KANSAS CITY SOUTHERN COM NEW 485170302 1823 6435 SH SOLE 0 0 6435 L BRANDS INC COM 501797104 1298 18007 SH SOLE 0 0 18007 LAM RESEARCH CORP COM 512807108 2044 3141 SH SOLE 0 0 3141 LAUDER ESTEE COS INC CL A 518439104 1887 5933 SH SOLE 0 0 5933 LENNAR CORP CL A 526057104 1364 13731 SH SOLE 0 0 13731 MGM RESORTS INTERNATIONAL COM 552953101 1724 40423 SH SOLE 0 0 40423 NEWS CORP NEW CL A 65249B109 1183 45891 SH SOLE 0 0 45891 NVIDIA CORPORATION COM 67066G104 1928 2410 SH SOLE 0 0 2410 PRICE T ROWE GROUP INC COM 74144T108 1110 5607 SH SOLE 0 0 5607 PULTE GROUP INC COM 745867101 1797 32922 SH SOLE 0 0 32922 QORVO INC COM 74736K101 1218 6223 SH SOLE 0 0 6223 QUANTA SVCS INC COM 74762E102 1982 21882 SH SOLE 0 0 21882 ROBERT HALF INTL INC COM 770323103 1103 12398 SH SOLE 0 0 12398 ROCKWELL AUTOMATION INC COM 773903109 1087 3800 SH SOLE 0 0 3800 SPDR GOLD TR GOLD SHS 78463V107 2593 15657 SH SOLE 0 0 15657 SPDR S&P 500 ETF TR TR UNIT 78462F103 10582 24720 SH SOLE 0 0 24720 SPDR SER TR DJ REIT ETF 78464A607 10428 99419 SH SOLE 0 0 99419 SVB FINANCIAL GROUP COM 78486Q101 1760 3163 SH SOLE 0 0 3163 SYNCHRONY FINANCIAL COM 87165B103 1893 39007 SH SOLE 0 0 39007 TAPESTRY INC COM 876030107 1536 35333 SH SOLE 0 0 35333 T-MOBILE US INC COM 872590104 1304 9002 SH SOLE 0 0 9002 TRACTOR SUPPLY CO COM 892356106 1500 8063 SH SOLE 0 0 8063 TRANSDIGM GROUP INC COM 893641100 1465 2263 SH SOLE 0 0 2263 TRIMBLE INC COM 896239100 1660 20292 SH SOLE 0 0 20292 UNDER ARMOUR INC CL A 904311107 1001 47337 SH SOLE 0 0 47337 UNITED RENTALS INC COM 911363109 1883 5903 SH SOLE 0 0 5903 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 11317 208373 SH SOLE 0 0 208373 WABTEC COM 929740108 1306 15866 SH SOLE 0 0 15866 ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 2209 4171 SH SOLE 0 0 4171