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
BARRETT BUSINESS SVCS INC COM 068463108 2 25 SH   SOLE   25 0 0
SPDR S&P BIOTECH ETF ETF 78464A870 6 86 SH   SOLE   86 0 0
INTREPID POTASH INC COM 46121Y201 4 88 SH   SOLE   88 0 0
ALASKA AIR GROUP INC COM 011659109 5 126 SH   SOLE   126 0 0
OSHKOSH CORPORATION COM 688239201 12 148 SH   SOLE   148 0 0
LITTELFUSE INC COM 537008104 41 163 SH   SOLE   163 0 0
QUAKER HOUGHTON COM 747316107 28 187 SH   SOLE   187 0 0
OASIS PETROLEUM COM 674215207 15 211 SH   SOLE   211 0 0
RITCHIE BROS AUCTNRS COM 767744105 14 219 SH   SOLE   219 0 0
LAM RESEARCH CORP COM 512807108 94 220 SH   SOLE   220 0 0
TURQUOISE HILL RES COM 900435207 7 246 SH   SOLE   246 0 0
NTAL STORAGE AFFLTS COM 637870106 14 283 SH   SOLE   283 0 0
SPX CORP COM 784635104 16 311 SH   SOLE   311 0 0
MKS INSTRUMENTS INC COM 55306N104 32 314 SH   SOLE   314 0 0
CHEMED CORP COM 16359R103 152 324 SH   SOLE   324 0 0
QUIDEL CORP COM 219798105 34 351 SH   SOLE   351 0 0
THERMO FISHER SCI COM 883556102 196 360 SH   SOLE   360 0 0
LANCASTER COLONY COM 513847103 47 362 SH   SOLE   362 0 0
AUTONATION INC COM 05329W102 46 409 SH   SOLE   409 0 0
BROADCOM INC COM 11135F101 219 450 SH   SOLE   450 0 0
INGREDION INC COM 457187102 41 461 SH   SOLE   461 0 0
DOLBY LABORATORIES COM 25659T107 39 542 SH   SOLE   542 0 0
AGREE REALTY CORP COM 008492100 42 576 SH   SOLE   576 0 0
COMFORT SYS USA INC COM 199908104 48 580 SH   SOLE   580 0 0
AUTOZONE INC COM 053332102 1,247 580 SH   SOLE   580 0 0
MAXIMUS INC COM 577933104 37 599 SH   SOLE   599 0 0
HEARTLAND FINL USA COM 42234Q102 27 660 SH   SOLE   660 0 0
AXOS FINANCIAL COM 05465C100 25 689 SH   SOLE   689 0 0
ALLY FINL INC COM 02005N100 28 832 SH   SOLE   832 0 0
METHODE ELECTRONICS COM 591520200 31 837 SH   SOLE   837 0 0
HERITAGE CRYSTAL COM 42726M106 25 938 SH   SOLE   938 0 0
VECTRUS INC COM 92242T101 32 966 SH   SOLE   966 0 0
PEOPLES BANCORP COM 709789101 26 979 SH   SOLE   979 0 0
UNITED THERAPEUTICS COM 91307C102 252 1,069 SH   SOLE   1,069 0 0
MITEK SYS INC COM 606710200 10 1,097 SH   SOLE   1,097 0 0
TERADYNE INC COM 880770102 99 1,100 SH   SOLE   1,100 0 0
SPDR S&P RETAIL ETF ETF 78464A714 70 1,200 SH   SOLE   1,200 0 0
LIBERTY OILFIELD SVC COM 53115L104 20 1,531 SH   SOLE   1,531 0 0
PALO ALTO NETWORKS INC COM 697435105 808 1,635 SH   SOLE   1,635 0 0
AVIAT NETWORKS INC COM 05366Y201 42 1,697 SH   SOLE   1,697 0 0
OXFORD INDUSTRIES INC COM 691497309 167 1,889 SH   SOLE   1,889 0 0
ITT INC COM 45073V108 137 2,042 SH   SOLE   2,042 0 0
D R HORTON INC COM 23331A109 146 2,200 SH   SOLE   2,200 0 0
SAFEHOLD INC COM 78645L100 80 2,270 SH   SOLE   2,270 0 0
HARSCO CORP COM 415864107 17 2,339 SH   SOLE   2,339 0 0
BUILD A BEAR WORKSHP COM 120076104 43 2,603 SH   SOLE   2,603 0 0
CENTURY COMMUNITIES INC COM 156504300 118 2,632 SH   SOLE   2,632 0 0
EPLUS INC COM 294268107 173 3,254 SH   SOLE   3,254 0 0
CIVITAS RESOURCES INC COM 17888H103 183 3,507 SH   SOLE   3,507 0 0
MASTERCARD INC COM 57636Q104 1,145 3,630 SH   SOLE   3,630 0 0
WAL MART STORES INC COM 931142103 514 4,230 SH   SOLE   4,230 0 0
NEWMONT MINING CORP COM 651639106 303 5,070 SH   SOLE   5,070 0 0
SALESFORCE.COM INC COM 79466L302 865 5,240 SH   SOLE   5,240 0 0
DEERE & CO COM 244199105 1,587 5,300 SH   SOLE   5,300 0 0
CITIZENS FINANCIAL COM 174610105 238 6,670 SH   SOLE   6,670 0 0
ISHARES JP MORGAN EM LOCAL CNCY BOND ETF ETF 464286517 246 7,200 SH   SOLE   7,200 0 0
FIFTH THIRD BANCORP COM 316773100 245 7,300 SH   SOLE   7,300 0 0
ISHARES MSCI SOUTH AFRICA ETF ETF 464286780 315 7,410 SH   SOLE   7,410 0 0
EXXON MOBIL CORPORATION COM 30231G102 650 7,580 SH   SOLE   7,580 0 0
CLEARFIELD INC COM 18482P103 492 7,974 SH   SOLE   7,974 0 0
JPMORGAN CHASE & CO COM 46625H100 936 8,310 SH   SOLE   8,310 0 0
RAMBUS INC COM 750917106 180 8,354 SH   SOLE   8,354 0 0
PIONEER NATURAL RES COM 723787107 1,874 8,400 SH   SOLE   8,400 0 0
REALTY INCOME CORP COM 756109104 583 8,540 SH   SOLE   8,540 0 0
TARGET CORP COM 87612E106 1,206 8,540 SH   SOLE   8,540 0 0
T-MOBILE US INC COM 872590104 1,174 8,720 SH   SOLE   8,720 0 0
ISHARES MSCI BRAZIL ETF ETF 464286400 248 9,040 SH   SOLE   9,040 0 0
ISHARES MSCI MEXICO ETF ETF 464286822 427 9,160 SH   SOLE   9,160 0 0
GENTEX CORP COM 371901109 274 9,813 SH   SOLE   9,813 0 0
CAMECO CORP COM 13321L108 262 12,477 SH   SOLE   12,477 0 0
UNITED STATES COPPER INDEX ETF 911718104 280 12,600 SH   SOLE   12,600 0 0
KEYCORP COM 493267108 225 13,070 SH   SOLE   13,070 0 0
REGIONS FINL CORP COM 7591EP100 246 13,130 SH   SOLE   13,130 0 0
STEEL DYNAMICS INC COM 858119100 982 14,850 SH   SOLE   14,850 0 0
HEALTH CARE SELECT SECTOR SPDR FUND ETF ETF 81369Y209 2,231 17,390 SH   SOLE   17,390 0 0
HALLIBURTON COM 406216101 577 18,400 SH   SOLE   18,400 0 0
CONOCOPHILLIPS COM 20825C104 1,775 19,760 SH   SOLE   19,760 0 0
FREEPORT-MCMORAN C&G COM 35671D857 619 21,160 SH   SOLE   21,160 0 0
HESS CORP COM 42809H107 2,274 21,470 SH   SOLE   21,470 0 0
WISDOM TREE EMERGING MKTS CORP ETF ETF 97717X784 1,328 21,932 SH   SOLE   21,932 0 0
ISHARES MSCI INDONESIA ETF ETF 46429B309 558 24,930 SH   SOLE   24,930 0 0
SPDR S&P REGIONAL BANKING ETF ETF 78464A698 1,764 30,370 SH   SOLE   30,370 0 0
BARRICK GOLD CORP COM 067901108 620 35,060 SH   SOLE   35,060 0 0
MOSAIC CO COM 61945C103 1,680 35,570 SH   SOLE   35,570 0 0
SCHLUMBERGER LTD COM 806857108 1,406 39,310 SH   SOLE   39,310 0 0
INVESCO DB OIL FUND ETF 46140H403 1,049 57,550 SH   SOLE   57,550 0 0
ISHARES J.P MORGAN EM CORPORATE BOND ETF ETF 464286251 2,479 57,883 SH   SOLE   57,883 0 0
SPDR GOLD TR GOLD ETF 78463V107 10,649 63,230 SH   SOLE   63,230 0 0
VANGUARD SHORT-TERM CORPORATE BOND ETF ETF 92206C409 8,764 114,920 SH   SOLE   114,920 0 0
INVESCO DB BASE METALS FUND ETF 46140H700 2,529 130,210 SH   SOLE   130,210 0 0
INVESCO EMERGING MARKETS SOVEREIGN DEBT ETF 46138E784 4,142 223,670 SH   SOLE   223,670 0 0
INVESCO DB AGRICULTURE FUND ETF ETF 46140H106 7,253 355,910 SH   SOLE   355,910 0 0
ISHARES SILVER TRUST ETF 46428Q109 6,829 366,190 SH   SOLE   366,190 0 0
VANECK VECTORS J.P. MORGAN EM LOCAL EFT ETF 92189H300 9,329 381,250 SH   SOLE   381,250 0 0