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 | 6,926 | 27,568 | SH | SOLE | 39 | 0 | 27,529 | ||
| AMERISOURCEBERGEN CORP | COM | 03073E105 | 6,953 | 44,945 | SH | SOLE | 73 | 0 | 44,872 | ||
| APPLIED MATLS INC | COM | 038222105 | 2,388 | 18,122 | SH | SOLE | 79 | 0 | 18,043 | ||
| CDW CORP | COM | 12514G108 | 8,142 | 45,514 | SH | SOLE | 63 | 0 | 45,451 | ||
| CROWN CASTLE INTL CORP NEW | COM | 22822V101 | 7,013 | 37,992 | SH | SOLE | 53 | 0 | 37,939 | ||
| D R HORTON INC | COM | 23331A109 | 1,906 | 25,587 | SH | SOLE | 112 | 0 | 25,475 | ||
| DOLLAR GEN CORP NEW | COM | 256677105 | 6,246 | 28,056 | SH | SOLE | 40 | 0 | 28,016 | ||
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | 5,630 | 17,055 | SH | SOLE | 29 | 0 | 17,026 | ||
| ISHARES GOLD TR | ISHARES NEW | 464285204 | 28,695 | 779,114 | SH | SOLE | 888 | 0 | 778,226 | ||
| ISHARES TR | 1 3 YR TREAS BD | 464287457 | 7,542 | 90,486 | SH | SOLE | 0 | 0 | 90,486 | ||
| ISHARES TR | SHORT TREAS BD | 464288679 | 3,614 | 32,783 | SH | SOLE | 0 | 0 | 32,783 | ||
| KNIGHT-SWIFT TRANSN HLDGS IN | CL A | 499049104 | 6,843 | 135,622 | SH | SOLE | 215 | 0 | 135,407 | ||
| LABORATORY CORP AMER HLDGS | COM NEW | 50540R409 | 8,170 | 30,986 | SH | SOLE | 41 | 0 | 30,945 | ||
| MARTIN MARIETTA MATLS INC | COM | 573284106 | 5,707 | 14,827 | SH | SOLE | 31 | 0 | 14,796 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 2,522 | 21,803 | SH | SOLE | 93 | 0 | 21,710 | ||
| PULTE GROUP INC | COM | 745867101 | 4,555 | 108,721 | SH | SOLE | 187 | 0 | 108,534 | ||
| SPDR GOLD TR | GOLD SHS | 78463V107 | 28,657 | 158,631 | SH | SOLE | 181 | 0 | 158,450 | ||
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 8,135 | 13,773 | SH | SOLE | 20 | 0 | 13,753 | ||
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 8,713 | 17,086 | SH | SOLE | 23 | 0 | 17,063 | ||
| VANECK ETF TRUST | GOLD MINERS ETF | 92189F106 | 4,149 | 108,187 | SH | SOLE | 456 | 0 | 107,731 | ||
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | 13,476 | 214,218 | SH | SOLE | 143 | 0 | 214,075 | ||
| VULCAN MATLS CO | COM | 929160109 | 2,066 | 11,249 | SH | SOLE | 49 | 0 | 11,200 | ||
| WALMART INC | COM | 931142103 | 6,200 | 41,635 | SH | SOLE | 56 | 0 | 41,579 | ||