The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| AMERICAN TOWER CORP NEW | COM | 03027X100 | 7,784 | 26,611 | SH | SOLE | 31 | 0 | 26,580 | ||
| AMERISOURCEBERGEN CORP | COM | 03073E105 | 5,978 | 44,982 | SH | SOLE | 57 | 0 | 44,925 | ||
| APPLIED MATLS INC | COM | 038222105 | 2,837 | 18,026 | SH | SOLE | 66 | 0 | 17,960 | ||
| CDW CORP | COM | 12514G108 | 9,231 | 45,076 | SH | SOLE | 53 | 0 | 45,023 | ||
| CROWN CASTLE INTL CORP NEW | COM | 22822V101 | 7,752 | 37,137 | SH | SOLE | 44 | 0 | 37,093 | ||
| D R HORTON INC | COM | 23331A109 | 2,686 | 24,766 | SH | SOLE | 92 | 0 | 24,674 | ||
| DOLLAR GEN CORP NEW | COM | 256677105 | 6,524 | 27,665 | SH | SOLE | 31 | 0 | 27,634 | ||
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | 6,592 | 17,231 | SH | SOLE | 25 | 0 | 17,206 | ||
| ISHARES GOLD TR | ISHARES NEW | 464285204 | 26,734 | 768,007 | SH | SOLE | 789 | 0 | 767,218 | ||
| ISHARES TR | 1 3 YR TREAS BD | 464287457 | 7,465 | 87,270 | SH | SOLE | 0 | 0 | 87,270 | ||
| ISHARES TR | SHORT TREAS BD | 464288679 | 3,620 | 32,783 | SH | SOLE | 0 | 0 | 32,783 | ||
| KNIGHT-SWIFT TRANSN HLDGS IN | CL A | 499049104 | 8,273 | 135,756 | SH | SOLE | 180 | 0 | 135,576 | ||
| LABORATORY CORP AMER HLDGS | COM NEW | 50540R409 | 9,347 | 29,749 | SH | SOLE | 31 | 0 | 29,718 | ||
| MARTIN MARIETTA MATLS INC | COM | 573284106 | 3,095 | 7,026 | SH | SOLE | 26 | 0 | 7,000 | ||
| PULTE GROUP INC | COM | 745867101 | 6,201 | 108,477 | SH | SOLE | 146 | 0 | 108,331 | ||
| SPDR GOLD TR | GOLD SHS | 78463V107 | 26,716 | 156,268 | SH | SOLE | 161 | 0 | 156,107 | ||
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 8,889 | 13,322 | SH | SOLE | 16 | 0 | 13,306 | ||
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 8,429 | 16,786 | SH | SOLE | 19 | 0 | 16,767 | ||
| VANECK ETF TRUST | GOLD MINERS ETF | 92189F106 | 3,389 | 105,809 | SH | SOLE | 407 | 0 | 105,402 | ||
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | 14,409 | 216,769 | SH | SOLE | 143 | 0 | 216,626 | ||
| WALMART INC | COM | 931142103 | 4,746 | 32,803 | SH | SOLE | 43 | 0 | 32,760 | ||