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
CHEVRON CORP NEW COM 166764100 1,219 14,443 SH   SOLE   0 0 14,443
EXXON MOBIL CORP COM 30231G102 1,269 30,790 SH   SOLE   0 0 30,790
HESS CORP COM 42809H107 1,404 26,610 SH   SOLE   0 0 26,610
SPDR S&P 500 ETF TR TR UNIT 78462F103 8,838 23,641 SH   SOLE   0 0 23,641
UNITED STS OIL FD LP UNITS 91232N207 1,257 38,083 SH   SOLE   0 0 38,083
VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 9,686 61,204 SH   SOLE   0 0 61,204
ALLIANT ENERGY CORP COM 018802108 876 17,000 SH   SOLE   0 0 17,000
CARETRUST REIT INC COM 14174T107 1,126 50,800 SH   SOLE   0 0 50,800
GETTY RLTY CORP NEW COM 374297109 823 29,900 SH   SOLE   0 0 29,900
IDACORP INC COM 451107106 825 8,600 SH   SOLE   0 0 8,600
LIFE STORAGE INC COM 53223X107 1,062 8,900 SH   SOLE   0 0 8,900
NATIONAL HEALTH INVS INC COM 63633D104 812 11,750 SH   SOLE   0 0 11,750
NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 925 25,700 SH   SOLE   0 0 25,700
PINNACLE WEST CAP CORP COM 723484101 827 10,350 SH   SOLE   0 0 10,350
STORE CAP CORP COM 862121100 978 28,800 SH   SOLE   0 0 28,800
WEC ENERGY GROUP INC COM 92939U106 883 9,600 SH   SOLE   0 0 9,600
ALLIANCE DATA SYSTEMS CORP COM 018581108 622 8,400 SH   SOLE   0 0 8,400
ALLY FINL INC COM 02005N100 1,880 52,748 SH   SOLE   0 0 52,748
AMERIPRISE FINL INC COM 03076C106 1,479 7,614 SH   SOLE   0 0 7,614
AMERISOURCEBERGEN CORP COM 03073E105 1,098 11,236 SH   SOLE   0 0 11,236
AVERY DENNISON CORP COM 053611109 1,343 8,664 SH   SOLE   0 0 8,664
ELECTRONIC ARTS INC COM 285512109 630 4,388 SH   SOLE   0 0 4,388
GENERAL MLS INC COM 370334104 1,667 28,362 SH   SOLE   0 0 28,362
ILLINOIS TOOL WKS INC COM 452308109 1,275 6,254 SH   SOLE   0 0 6,254
JPMORGAN CHASE & CO COM 46625H100 1,428 11,243 SH   SOLE   0 0 11,243
KLA CORP COM NEW 482480100 1,512 5,840 SH   SOLE   0 0 5,840
LOWES COS INC COM 548661107 1,230 7,665 SH   SOLE   0 0 7,665
LPL FINL HLDGS INC COM 50212V100 1,294 12,420 SH   SOLE   0 0 12,420
MOLINA HEALTHCARE INC COM 60855R100 1,344 6,324 SH   SOLE   0 0 6,324
MOODYS CORP COM 615369105 1,166 4,018 SH   SOLE   0 0 4,018
NCR CORP NEW COM 62886E108 1,417 37,740 SH   SOLE   0 0 37,740
OREILLY AUTOMOTIVE INC COM 67103H107 1,157 2,557 SH   SOLE   0 0 2,557
ROCKWELL AUTOMATION INC COM 773903109 1,328 5,298 SH   SOLE   0 0 5,298
S&P GLOBAL INC COM 78409V104 1,129 3,436 SH   SOLE   0 0 3,436
TRACTOR SUPPLY CO COM 892356106 1,106 7,873 SH   SOLE   0 0 7,873
UNITED PARCEL SERVICE INC CL B 911312106 1,359 8,075 SH   SOLE   0 0 8,075
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 1,530 5,860 SH   SOLE   0 0 5,860
AIR PRODS & CHEMS INC COM 009158106 1,338 4,900 SH   SOLE   0 0 4,900
ANALOG DEVICES INC COM 032654105 1,034 7,000 SH   SOLE   0 0 7,000
AUTOMATIC DATA PROCESSING IN COM 053015103 1,004 5,700 SH   SOLE   0 0 5,700
BLACKROCK INC COM 09247X101 1,385 1,920 SH   SOLE   0 0 1,920
BRISTOL-MYERS SQUIBB CO COM 110122108 1,445 23,300 SH   SOLE   0 0 23,300
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 1,547 10,100 SH   SOLE   0 0 10,100
HONEYWELL INTL INC COM 438516106 1,488 7,000 SH   SOLE   0 0 7,000
JOHNSON & JOHNSON COM 478160104 1,180 7,500 SH   SOLE   0 0 7,500
LINDE PLC SHS G5494J103 1,264 4,800 SH   SOLE   0 0 4,800
LOCKHEED MARTIN CORP COM 539830109 1,206 3,400 SH   SOLE   0 0 3,400
MICROSOFT CORP COM 594918104 400 1,800 SH   SOLE   0 0 1,800
ORACLE CORP COM 68389X105 1,309 20,240 SH   SOLE   0 0 20,240
PARKER-HANNIFIN CORP COM 701094104 1,607 5,900 SH   SOLE   0 0 5,900
ROBERT HALF INTL INC COM 770323103 1,049 16,800 SH   SOLE   0 0 16,800
STRYKER CORPORATION COM 863667101 1,445 5,900 SH   SOLE   0 0 5,900
SYSCO CORP COM 871829107 1,299 17,500 SH   SOLE   0 0 17,500
GRAINGER W W INC COM 384802104 1,061 2,600 SH   SOLE   0 0 2,600
ISHARES TR CHINA LG-CAP ETF 464287184 2,539 54,700 SH   SOLE   0 0 54,700
ISHARES INC MSCI BRAZIL ETF 464286400 1,556 42,000 SH   SOLE   0 0 42,000
ISHARES INC MSCI CDA ETF 464286509 962 31,200 SH   SOLE   0 0 31,200
ISHARES TR MSCI EAFE ETF 464287465 963 13,200 SH   SOLE   0 0 13,200
ISHARES TR MSCI EMG MKT ETF 464287234 2,216 42,900 SH   SOLE   0 0 42,900
ISHARES INC MSCI GERMANY ETF 464286806 1,016 32,000 SH   SOLE   0 0 32,000
ISHARES INC MSCI STH KOR ETF 464286772 1,875 21,800 SH   SOLE   0 0 21,800
ISHARES INC MSCI TAIWAN ETF 46434G772 562 10,600 SH   SOLE   0 0 10,600