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
ADVANCED MICRO DEVICES INC COM 007903107 3,746 81,678 SH   SOLE   0 0 81,678
ALLEGION PUB LTD CO ORD SHS G0176J109 3,590 28,828 SH   SOLE   0 0 28,828
AMERICAN ELEC PWR CO INC COM 025537101 4,345 45,973 SH   SOLE   0 0 45,973
ANSYS INC COM 03662Q105 4,383 17,027 SH   SOLE   0 0 17,027
APPLIED MATLS INC COM 038222105 2,199 36,029 SH   SOLE   0 0 36,029
APTIV PLC SHS G6095L109 2,086 21,961 SH   SOLE   0 0 21,961
AT&T INC COM 00206R102 2,318 59,319 SH   SOLE   0 0 59,319
ATMOS ENERGY CORP COM 049560105 3,538 31,626 SH   SOLE   0 0 31,626
AUTOZONE INC COM 053332102 2,819 2,366 SH   SOLE   0 0 2,366
AVALONBAY CMNTYS INC COM 053484101 3,296 15,718 SH   SOLE   0 0 15,718
AVERY DENNISON CORP COM 053611109 2,509 19,177 SH   SOLE   0 0 19,177
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 8,542 37,711 SH   SOLE   0 0 37,711
CADENCE DESIGN SYSTEM INC COM 127387108 2,612 37,659 SH   SOLE   0 0 37,659
CHIPOTLE MEXICAN GRILL INC COM 169656105 2,800 3,345 SH   SOLE   0 0 3,345
CINTAS CORP COM 172908105 278 1,032 SH   SOLE   0 0 1,032
COSTCO WHSL CORP NEW COM 22160K105 2,947 10,028 SH   SOLE   0 0 10,028
CUMMINS INC COM 231021106 3,403 19,017 SH   SOLE   0 0 19,017
D R HORTON INC COM 23331A109 3,670 69,568 SH   SOLE   0 0 69,568
DIGITAL RLTY TR INC COM 253868103 2,689 22,460 SH   SOLE   0 0 22,460
DOLLAR GEN CORP NEW COM 256677105 2,520 16,154 SH   SOLE   0 0 16,154
DOLLAR TREE INC COM 256746108 2,630 27,969 SH   SOLE   0 0 27,969
DOVER CORP COM 260003108 3,766 32,674 SH   SOLE   0 0 32,674
EDWARDS LIFESCIENCES CORP COM 28176E108 3,807 16,319 SH   SOLE   0 0 16,319
ENTERGY CORP NEW COM 29364G103 3,958 33,038 SH   SOLE   0 0 33,038
EQUINIX INC COM 29444U700 3,680 6,305 SH   SOLE   0 0 6,305
EQUITY RESIDENTIAL SH BEN INT 29476L107 2,085 25,765 SH   SOLE   0 0 25,765
FISERV INC COM 337738108 2,562 22,159 SH   SOLE   0 0 22,159
GARTNER INC COM 366651107 2,227 14,454 SH   SOLE   0 0 14,454
GENERAL MLS INC COM 370334104 2,064 38,531 SH   SOLE   0 0 38,531
HESS CORP COM 42809H107 2,242 33,564 SH   SOLE   0 0 33,564
INCYTE CORP COM 45337C102 3,926 44,957 SH   SOLE   0 0 44,957
INGERSOLL-RAND PLC SHS G47791101 4,324 32,528 SH   SOLE   0 0 32,528
ISHARES S&P GSCI COMMODITY I UNIT BEN INT 46428R107 4,088 252,196 SH   SOLE   0 0 252,196
ISHARES TR RUS MID CAP ETF 464287499 6,511 109,205 SH   SOLE   0 0 109,205
ISHARES TR BARCLAYS 7 10 YR 464287440 18,917 171,633 SH   SOLE   0 0 171,633
ISHARES TR MSCI EAFE ETF 464287465 9,583 137,999 SH   SOLE   0 0 137,999
ISHARES TR RUSSELL 2000 ETF 464287655 7,312 44,136 SH   SOLE   0 0 44,136
ISHARES TR CORE S&P500 ETF 464287200 635 1,965 SH   SOLE   0 0 1,965
ISHARES TR SHORT TREAS BD 464288679 767 6,946 SH   SOLE   0 0 6,946
JOHNSON CTLS INTL PLC SHS G51502105 3,734 91,714 SH   SOLE   0 0 91,714
KEYSIGHT TECHNOLOGIES INC COM 49338L103 208 2,028 SH   SOLE   0 0 2,028
KIMBERLY CLARK CORP COM 494368103 2,534 18,424 SH   SOLE   0 0 18,424
MARKETAXESS HLDGS INC COM 57060D108 3,672 9,685 SH   SOLE   0 0 9,685
MASTERCARD INC CL A 57636Q104 3,469 11,617 SH   SOLE   0 0 11,617
MCCORMICK & CO INC COM NON VTG 579780206 3,705 21,826 SH   SOLE   0 0 21,826
MCKESSON CORP COM 58155Q103 2,799 20,237 SH   SOLE   0 0 20,237
MONSTER BEVERAGE CORP NEW COM 61174X109 1,494 23,511 SH   SOLE   0 0 23,511
MSCI INC COM 55354G100 3,596 13,929 SH   SOLE   0 0 13,929
NEWMONT GOLDCORP CORPORATION COM 651639106 3,865 88,954 SH   SOLE   0 0 88,954
NEXTERA ENERGY INC COM 65339F101 4,452 18,383 SH   SOLE   0 0 18,383
NIKE INC CL B 654106103 3,918 38,670 SH   SOLE   0 0 38,670
NISOURCE INC COM 65473P105 2,082 74,794 SH   SOLE   0 0 74,794
NVR INC COM 62944T105 3,450 906 SH   SOLE   0 0 906
O REILLY AUTOMOTIVE INC NEW COM 67103H107 2,439 5,565 SH   SOLE   0 0 5,565
PACCAR INC COM 693718108 4,170 52,718 SH   SOLE   0 0 52,718
PAYPAL HLDGS INC COM 70450Y103 1,800 16,644 SH   SOLE   0 0 16,644
PROCTER & GAMBLE CO COM 742718109 4,392 35,165 SH   SOLE   0 0 35,165
PROLOGIS INC COM 74340W103 3,574 40,091 SH   SOLE   0 0 40,091
PULTE GROUP INC COM 745867101 3,463 89,256 SH   SOLE   0 0 89,256
REALTY INCOME CORP COM 756109104 3,602 48,925 SH   SOLE   0 0 48,925
RESMED INC COM 761152107 291 1,879 SH   SOLE   0 0 1,879
SALESFORCE COM INC COM 79466L302 1,895 11,650 SH   SOLE   0 0 11,650
SEAGATE TECHNOLOGY PLC SHS G7945M107 3,253 54,673 SH   SOLE   0 0 54,673
SEMPRA ENERGY COM 816851109 3,650 24,094 SH   SOLE   0 0 24,094
SKYWORKS SOLUTIONS INC COM 83088M102 3,032 25,080 SH   SOLE   0 0 25,080
SPDR GOLD TRUST GOLD SHS 78463V107 4,013 28,082 SH   SOLE   0 0 28,082
SPDR S&P 500 ETF TR TR UNIT 78462F103 8,511 26,444 SH   SOLE   0 0 26,444
SPDR SERIES TRUST DJ REIT ETF 78464A607 8,108 79,476 SH   SOLE   0 0 79,476
SYNOPSYS INC COM 871607107 2,190 15,733 SH   SOLE   0 0 15,733
THERMO FISHER SCIENTIFIC INC COM 883556102 2,987 9,194 SH   SOLE   0 0 9,194
TRANSDIGM GROUP INC COM 893641100 4,109 7,337 SH   SOLE   0 0 7,337
TYSON FOODS INC CL A 902494103 3,633 39,909 SH   SOLE   0 0 39,909
UNIVERSAL HLTH SVCS INC CL B 913903100 3,063 21,353 SH   SOLE   0 0 21,353
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 9,494 213,492 SH   SOLE   0 0 213,492
WESTERN UN CO COM 959802109 4,017 150,015 SH   SOLE   0 0 150,015
WHIRLPOOL CORP COM 963320106 2,239 15,178 SH   SOLE   0 0 15,178
WILLIS TOWERS WATSON PUB LTD SHS G96629103 3,531 17,484 SH   SOLE   0 0 17,484
XYLEM INC COM 98419M100 2,831 35,932 SH   SOLE   0 0 35,932