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 6,409 24,556 SH   SOLE   24,556 0 0
CELANESE CORP DEL COM 150870103 5,655 49,602 SH   SOLE   49,602 0 0
INTUIT COM 461202103 5,082 22,347 SH   SOLE   22,347 0 0
MICROSOFT CORP COM 594918104 5,242 45,838 SH   SOLE   45,838 0 0
BAXTER INTL INC COM 071813109 6,232 80,840 SH   SOLE   80,840 0 0
NATIONAL OILWELL VAR COM 637071101 6,534 151,668 SH   SOLE   151,668 0 0
CHEVRON CORP NEW COM 166764100 5,376 43,966 SH   SOLE   43,966 0 0
SUNCOR ENERGY INC NE COM 867224107 4,258 109,924 SH   SOLE   109,924 0 0
SPROTT PHYSICAL GOLD UNIT 85207H104 3,805 398,378 SH   SOLE   398,378 0 0
TERADATA CORP DEL COM 88076W103 2,475 65,627 SH   SOLE   65,627 0 0
HILLENBRAND INC COM 431571108 2,925 55,925 SH   SOLE   55,925 0 0
CISCO SYS INC COM 17275R102 5,167 106,203 SH   SOLE   106,203 0 0
INTEL CORP COM 458140100 3,897 82,412 SH   SOLE   82,412 0 0
LABORATORY CORP AMER COM NEW 50540R409 4,411 25,398 SH   SOLE   25,398 0 0
EOG RES INC COM 26875P101 2,273 17,820 SH   SOLE   17,820 0 0
MARATHON OIL CORP COM 565849106 2,426 104,195 SH   SOLE   104,195 0 0
MURPHY OIL CORP COM 626717102 2,229 66,849 SH   SOLE   66,849 0 0
PARSLEY ENERGY INC CL A 701877102 2,035 69,556 SH   SOLE   69,556 0 0
ENSCO PLC SHS CLASS A G3157S106 2,439 288,942 SH   SOLE   288,942 0 0
SPDR SER TR SPDR BLOOMBERG 78468R663 11,660 127,320 SH   SOLE   127,320 0 0
ISHARES TR SHORT TREAS BD 464288679 21,618 195,745 SH   SOLE   195,745 0 0
CAE INC COM 124765108 1,762 86,737 SH   SOLE   86,737 0 0
SUNCOR ENERGY INC NE COM 867224107 374 9,663 SH   SOLE   9,663 0 0
ISHARES GOLD TRUST ISHARES 464285105 321 28,068 SH   SOLE   28,068 0 0
ROYAL DUTCH SHELL PL SPON ADR B 780259107 298 4,198 SH   SOLE   4,198 0 0
EQUINOR ASA SPONSORED ADR 29446M102 402 14,248 SH   SOLE   14,248 0 0
DIAGEO P L C SPON ADR NEW 25243Q205 202 1,427 SH   SOLE   1,427 0 0
SPDR SER TR BLOMBERG BRC INV 78468R200 1,612 52,350 SH   SOLE   52,350 0 0
UNILEVER N V N Y SHS NEW 904784709 207 3,722 SH   SOLE   3,722 0 0