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
CVS HEALTH CORP COM 126650100 14,414 191,600 SH   SOLE   191,600 0 0
NVIDIA CORPORATION COM 67066G104 13,722 25,700 SH   SOLE   25,700 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 12,165 30,695 SH   SOLE   30,695 0 0
AMAZON COM INC COM 023135106 12,067 3,900 SH   SOLE   3,900 0 0
VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 11,780 66,080 SH   SOLE   66,080 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506 11,014 224,500 SH   SOLE   224,500 0 0
PFIZER INC COM 717081103 7,532 207,900 SH   SOLE   207,900 0 0
FACEBOOK INC CL A 30303M102 5,655 19,200 SH   SOLE   19,200 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 4,844 208,000 SH   SOLE   208,000 0 0
APPLE INC COM 037833100 4,068 33,300 SH   SOLE   33,300 0 0
ISHARES INC MSCI STH KOR ETF 464286772 2,852 31,800 SH   SOLE   31,800 0 0
QUALCOMM INC COM 747525103 2,652 20,000 SH   SOLE   20,000 0 0
ISHARES TR CHINA LG-CAP ETF 464287184 2,548 54,600 SH   SOLE   54,600 0 0
ALLY FINL INC COM 02005N100 2,385 52,748 SH   SOLE   52,748 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 2,342 10,600 SH   SOLE   10,600 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 2,283 42,800 SH   SOLE   42,800 0 0
AT&T INC COM 00206R102 2,104 69,500 SH   SOLE   69,500 0 0
KLA CORP COM NEW 482480100 1,930 5,840 SH   SOLE   5,840 0 0
ISHARES INC MSCI BRAZIL ETF 464286400 1,893 56,600 SH   SOLE   56,600 0 0
ISHARES TR MSCI INDIA ETF 46429B598 1,772 42,000 SH   SOLE   42,000 0 0
AMERIPRISE FINL INC COM 03076C106 1,770 7,614 SH   SOLE   7,614 0 0
LPL FINL HLDGS INC COM 50212V100 1,766 12,420 SH   SOLE   12,420 0 0
GENERAL MLS INC COM 370334104 1,739 28,362 SH   SOLE   28,362 0 0
LOCKHEED MARTIN CORP COM 539830109 1,737 4,700 SH   SOLE   4,700 0 0
AIR PRODS & CHEMS INC COM 009158106 1,716 6,100 SH   SOLE   6,100 0 0
JPMORGAN CHASE & CO COM 46625H100 1,712 11,243 SH   SOLE   11,243 0 0
ORACLE CORP COM 68389X105 1,649 23,500 SH   SOLE   23,500 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 1,646 5,960 SH   SOLE   5,960 0 0
GRAINGER W W INC COM 384802104 1,644 4,100 SH   SOLE   4,100 0 0
JOHNSON & JOHNSON COM 478160104 1,627 9,900 SH   SOLE   9,900 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 1,623 10,600 SH   SOLE   10,600 0 0
PARKER-HANNIFIN CORP COM 701094104 1,609 5,100 SH   SOLE   5,100 0 0
STRYKER CORPORATION COM 863667101 1,608 6,600 SH   SOLE   6,600 0 0
BLACKROCK INC COM 09247X101 1,598 2,120 SH   SOLE   2,120 0 0
ANALOG DEVICES INC COM 032654105 1,597 10,300 SH   SOLE   10,300 0 0
AVERY DENNISON CORP COM 053611109 1,591 8,664 SH   SOLE   8,664 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 1,566 24,800 SH   SOLE   24,800 0 0
HONEYWELL INTL INC COM 438516106 1,563 7,200 SH   SOLE   7,200 0 0
SYSCO CORP COM 871829107 1,535 19,500 SH   SOLE   19,500 0 0
HESS CORP COM 42809H107 1,534 21,673 SH   SOLE   21,673 0 0
LOWES COS INC COM 548661107 1,458 7,665 SH   SOLE   7,665 0 0
LINDE PLC SHS G5494J103 1,429 5,100 SH   SOLE   5,100 0 0
ROCKWELL AUTOMATION INC COM 773903109 1,406 5,298 SH   SOLE   5,298 0 0
TRACTOR SUPPLY CO COM 892356106 1,394 7,873 SH   SOLE   7,873 0 0
ILLINOIS TOOL WKS INC COM 452308109 1,385 6,254 SH   SOLE   6,254 0 0
EXXON MOBIL CORP COM 30231G102 1,375 24,632 SH   SOLE   24,632 0 0
UNITED PARCEL SERVICE INC CL B 911312106 1,373 8,075 SH   SOLE   8,075 0 0
LOGITECH INTL S A SHS H50430232 1,350 12,916 SH   SOLE   12,916 0 0
AMERISOURCEBERGEN CORP COM 03073E105 1,327 11,236 SH   SOLE   11,236 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 1,297 2,557 SH   SOLE   2,557 0 0
LILLY ELI & CO COM 532457108 1,256 6,724 SH   SOLE   6,724 0 0
UNITED STS OIL FD LP UNITS 91232N207 1,235 30,466 SH   SOLE   30,466 0 0
CHEVRON CORP NEW COM 166764100 1,232 11,754 SH   SOLE   11,754 0 0
S&P GLOBAL INC COM 78409V104 1,212 3,436 SH   SOLE   3,436 0 0
MOODYS CORP COM 615369105 1,200 4,018 SH   SOLE   4,018 0 0
CARETRUST REIT INC COM 14174T107 1,183 50,800 SH   SOLE   50,800 0 0
LIFE STORAGE INC COM 53223X107 1,147 13,350 SH   SOLE   13,350 0 0
ISHARES INC MSCI GERMANY ETF 464286806 1,070 32,000 SH   SOLE   32,000 0 0
NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 1,026 25,700 SH   SOLE   25,700 0 0
ISHARES TR MSCI EAFE ETF 464287465 1,001 13,200 SH   SOLE   13,200 0 0
STORE CAP CORP COM 862121100 965 28,800 SH   SOLE   28,800 0 0
ALLIANT ENERGY CORP COM 018802108 921 17,000 SH   SOLE   17,000 0 0
WEC ENERGY GROUP INC COM 92939U106 898 9,600 SH   SOLE   9,600 0 0
IDACORP INC COM 451107106 860 8,600 SH   SOLE   8,600 0 0
NATIONAL HEALTH INVS INC COM 63633D104 849 11,750 SH   SOLE   11,750 0 0
GETTY RLTY CORP NEW COM 374297109 847 29,900 SH   SOLE   29,900 0 0
PINNACLE WEST CAP CORP COM 723484101 842 10,350 SH   SOLE   10,350 0 0
SPDR GOLD TR GOLD SHS 78463V107 634 3,962 SH   SOLE   3,962 0 0
ELECTRONIC ARTS INC COM 285512109 594 4,388 SH   SOLE   4,388 0 0
ISHARES SILVER TR ISHARES 46428Q109 588 25,909 SH   SOLE   25,909 0 0
ISHARES INC MSCI TAIWAN ETF 46434G772 504 8,400 SH   SOLE   8,400 0 0
MICROSOFT CORP COM 594918104 424 1,800 SH   SOLE   1,800 0 0