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
BECTON DICKINSON & C COM 075887109 5,776 24,111 SH   SOLE   24,111 0 0
CELANESE CORP DEL COM SER A 150870103 5,410 48,716 SH   SOLE   48,716 0 0
INTUIT COM 461202103 4,497 22,012 SH   SOLE   22,012 0 0
MICROSOFT CORP COM 594918104 4,440 45,030 SH   SOLE   45,030 0 0
WATERS CORP COM 941848103 5,174 26,727 SH   SOLE   26,727 0 0
BAXTER INTL INC COM 071813109 5,862 79,384 SH   SOLE   79,384 0 0
NATIONAL OILWELL VAR COM 637071101 6,451 148,642 SH   SOLE   148,642 0 0
CHEVRON CORP NEW COM 166764100 5,453 43,128 SH   SOLE   43,128 0 0
SUNCOR ENERGY INC NE COM 867224107 4,479 109,924 SH   SOLE   109,924 0 0
FLIR SYS INC COM 302445101 4,335 83,421 SH   SOLE   83,421 0 0
BLACKROCK INC COM 09247X101 4,179 8,374 SH   SOLE   8,374 0 0
NEWMONT MINING CORP COM 651639106 4,936 130,901 SH   SOLE   130,901 0 0
SPROTT PHYSICAL GOLD UNIT 85207H104 21,416 2,103,709 SH   SOLE   2,103,709 0 0
SCHWAB CHARLES CORP COM 808513105 4,074 79,720 SH   SOLE   79,720 0 0
STATE STR CORP COM 857477103 4,319 46,394 SH   SOLE   46,394 0 0
TERADATA CORP DEL COM 88076W103 2,581 64,288 SH   SOLE   64,288 0 0
HILLENBRAND INC COM 431571108 2,591 54,962 SH   SOLE   54,962 0 0
VANECK VECTORS ETF T JP MORGAN MKTS 92189F494 8,317 488,639 SH   SOLE   488,639 0 0
ISHARES TR 0-5 YR TIPS ETF 46429B747 9,230 92,584 SH   SOLE   92,584 0 0
DOVER CORP COM 260003108 4,027 55,009 SH   SOLE   55,009 0 0
CISCO SYS INC COM 17275R102 4,485 104,232 SH   SOLE   104,232 0 0
INTEL CORP COM 458140100 4,032 81,110 SH   SOLE   81,110 0 0
LABORATORY CORP AMER COM NEW 50540R409 4,484 24,974 SH   SOLE   24,974 0 0
ISHARES GOLD TRUST ISHARES 464285105 752 62,551 SH   SOLE   62,551 0 0
BHP BILLITON LTD SPONSORED ADR 088606108 200 4,006 SH   SOLE   4,006 0 0
WISDOMTREE TR EMERG CUR STR FD 97717W133 293 15,771 SH   SOLE   15,771 0 0
EQUINOR ASA SPONSORED ADR 29446M102 236 8,926 SH   SOLE   8,926 0 0
CURRENCYSHARES AUSTR AUSTRALIAN DOL 23129U101 656 8,866 SH   SOLE   8,866 0 0
CURRENCYSHARES CDN D CDN DOLLAR SHS 23129X105 487 6,486 SH   SOLE   6,486 0 0
INVESCO CURNCYSHS SW SWEDISH KRONA 46138V109 241 2,289 SH   SOLE   2,289 0 0