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
ABBVIE INC COM 00287Y109 10,025 102,105 SH   SOLE   0 0 102,105
ALASKA AIR GROUP INC COM 011659109 3,662 100,995 SH   SOLE   0 0 100,995
ALIBABA GROUP HLDG LTD SPONSORED ADS SPONSORED ADS 01609W102 5,444 25,240 SH   SOLE   0 0 25,240
ALPHABET INC CAP STK CL A 02079K305 5,089 3,589 SH   SOLE   0 0 3,589
DISNEY WALT CO COM DISNEY 254687106 5,152 46,200 SH   SOLE   0 0 46,200
FACEBOOK INC CL A 30303M102 5,866 25,834 SH   SOLE   0 0 25,834
ISHARES INC MSCI JPN ETF NEW 46434G822 780 14,200 SH   SOLE   0 0 14,200
ISHARES INC MSCI PAC JP ETF 464286665 224 5,645 SH   SOLE   0 0 5,645
ISHARES TR HDG MSCI JAPAN 46434V886 4,975 161,950 SH   SOLE   0 0 161,950
ISHARES TR EUROPE ETF 464287861 239 5,920 SH   SOLE   0 0 5,920
ISHARES TR MSCI AC ASIA ETF 464288182 562 8,128 SH   SOLE   0 0 8,128
MARATHON PETE CORP COM 56585A102 2,159 57,745 SH   SOLE   0 0 57,745
MICRON TECHNOLOGY INC COM 595112103 3,245 62,985 SH   SOLE   0 0 62,985
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 9,977 78,122 SH   SOLE   0 0 78,122
SPDR GOLD TRUST GOLD SHS 78463V107 6,219 37,160 SH   SOLE   0 0 37,160
SPDR INDEX SHS FDS S&P CHINA ETF 78463X400 6,674 63,608 SH   SOLE   0 0 63,608
VALERO ENERGY CORP NEW COM 91913Y100 3,901 66,320 SH   SOLE   0 0 66,320
WESTERN DIGITAL CORP COM 958102105 5,091 115,320 SH   SOLE   0 0 115,320