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

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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
ABBVIE INC COM COM 00287Y109 1,986 22,425 SH   SOLE   22,425 0 0
ACTIVISION BLIZZARD INC COM COM 00507V109 1,925 32,399 SH   SOLE   32,399 0 0
ALBEMARLE CORP COM COM 012653101 1,966 26,914 SH   SOLE   26,914 0 0
AMAZON.COM INC COM 023135106 13 7 SH   SOLE   7 0 0
AMERICAN EXPRESS CO COM COM 025816109 1,619 13,005 SH   SOLE   13,005 0 0
AMERISOURCEBERGEN CORP COM COM 03073E105 1,637 19,252 SH   SOLE   19,252 0 0
AMGEN INC COM 031162100 24 100 SH   SOLE   100 0 0
ANALOG DEVICES INC COM COM 032654105 1,843 15,504 SH   SOLE   15,504 0 0
APPLE INC COM 037833100 140 476 SH   SOLE   476 0 0
ARISTA NETWORKS INC COM COM 040413106 1,798 8,841 SH   SOLE   8,841 0 0
BAIDU COM ADR ADR 056752108 6 50 SH   SOLE   50 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW COM 084670702 1,807 7,978 SH   SOLE   7,978 0 0
CABOT OIL & GAS CORP COM COM 127097103 1,841 105,751 SH   SOLE   105,751 0 0
CHEVRON CORP NEW COM COM 166764100 101 842 SH   SOLE   842 0 0
CLOUDFLARE INC CL A COM COM 18915M107 2,249 131,824 SH   SOLE   131,824 0 0
DISNEY WALT CO COM DISNEY COM 254687106 2,047 14,150 SH   SOLE   14,150 0 0
ENERGY SELECT SECTOR SPDR FUND COM 81369Y506 4,508 75,089 SH   SOLE   75,089 0 0
EXXON MOBIL CORP COM COM 30231G102 148 2,117 SH   SOLE   2,117 0 0
FIRST SOLAR INC COM COM 336433107 1,467 26,219 SH   SOLE   26,219 0 0
GENERAL DYNAMICS CORP COM COM 369550108 1,767 10,019 SH   SOLE   10,019 0 0
GENERAL ELECTRIC CO COM COM 369604103 1 121 SH   SOLE   121 0 0
GENERAL MOTORS CORP COM 37045V100 4 100 SH   SOLE   100 0 0
GLOBAL X SILVER MINERS ETF COM 37954Y848 1,834 55,283 SH   SOLE   55,283 0 0
GUARDANT HEALTH INC COM COM 40131M109 1,303 16,681 SH   SOLE   16,681 0 0
HEALTH CARE SELECT SECTOR SPDR FUND COM 81369Y209 6,021 59,113 SH   SOLE   59,113 0 0
HOME DEPOT COM 437076102 1,673 7,663 SH   SOLE   7,663 0 0
ISHARES 20plus YR TREASURY ETF COM 464287432 33,124 244,491 SH   SOLE   244,491 0 0
ISHARES 0-5 YEAR TIPS BOND ETF COM 46429B747 1 10 SH   SOLE   10 0 0
ISHARES 1-3 YEAR TREASURY BOND ETF COM 464287457 324 3,829 SH   SOLE   3,829 0 0
ISHARES 3-7 YR TREASURY BOND ETF COM 464288661 9,767 77,669 SH   SOLE   77,669 0 0
ISHARES 7-10 YR TREASURY BOND ETF COM 464287440 7,776 70,551 SH   SOLE   70,551 0 0
ISHARES AGGREGATE BOND ETF COM 464287226 1 12 SH   SOLE   12 0 0
ISHARES U.S. TREASURY BOND ETF COM 46429B267 239 9,204 SH   SOLE   9,204 0 0
LOCKHEED MARTIN CORP COM 539830109 1,942 4,987 SH   SOLE   4,987 0 0
MARKET VECTORS GOLD MINERS INDEX ETF COM 92189F106 5,605 191,412 SH   SOLE   191,412 0 0
MASTERCARD INC COM 57636Q104 1,786 5,980 SH   SOLE   5,980 0 0
MEDTRONIC PLC SHS COM G5960L103 1,783 15,717 SH   SOLE   15,717 0 0
NETFLIX COM INC COM 64110L106 117 362 SH   SOLE   362 0 0
NORTHROP GRUMMAN CORP COM COM 666807102 1,813 5,271 SH   SOLE   5,271 0 0
O REILLY AUTOMOTIVE INC NEW COM COM 67103H107 2,520 5,751 SH   SOLE   5,751 0 0
PEPSICO INC COM COM 713448108 1,434 10,494 SH   SOLE   10,494 0 0
PINTEREST INC CL A COM 72352L106 1,625 87,166 SH   SOLE   87,166 0 0
PPL CORP COM COM 69351T106 1,902 53,008 SH   SOLE   53,008 0 0
PRICELINE.COM INC COM 09857L108 1,744 849 SH   SOLE   849 0 0
PROSHARES SHORT QQQ COM 74347B714 32 1,309 SH   SOLE   1,309 0 0
QORVO INC COM COM 74736K101 1,963 16,888 SH   SOLE   16,888 0 0
RAYMOND JAMES FINL INC COM 754730109 102 1,135 SH   SOLE   1,135 0 0
ROYAL CARRIBBEAN CRUISES LTD COM V7780T103 60 451 SH   SOLE   451 0 0
SHARES EDGE MSCI USA VALUE FACTOR ETF COM 46432F388 1 13 SH   SOLE   13 0 0
SOUTHERN CO COM COM 842587107 2,241 35,179 SH   SOLE   35,179 0 0
SPDR DOW JONES INDUSTRIAL ETF COM 78467X109 14 50 SH   SOLE   50 0 0
SPDR PORTFOLIO AGGREGATE BOND ETF COM 78464A649 785 26,718 SH   SOLE   26,718 0 0
SPDR PORTFOLIO LARGE CAP ETF COM 78464A854 1,470 38,865 SH   SOLE   38,865 0 0
SPDR PORTFOLIO SHORT TERM TREASURY ETF COM 78468R101 4,822 160,945 SH   SOLE   160,945 0 0
STARBUCKS CORP COM 855244109 18 206 SH   SOLE   206 0 0
US BANCORP DEL COM NEW COM 902973304 1,917 32,335 SH   SOLE   32,335 0 0
VALVOLINE INC COM COM 92047W101 1,646 76,873 SH   SOLE   76,873 0 0
VANGUARD FTSE EUROPE ETF COM 922042874 7,577 129,304 SH   SOLE   129,304 0 0
VANGUARD INTERMEDIATE-TERM GOVERNMENT BOND ETF COM 92206C706 1 21 SH   SOLE   21 0 0
VANGUARD REAL ESTATE ETF COM 922908553 5,053 54,457 SH   SOLE   54,457 0 0
VANGUARD TOTAL BOND MARKET ETF COM 921937835 1 6 SH   SOLE   6 0 0
VISA INC COM 92826C839 1,809 9,625 SH   SOLE   9,625 0 0
WALMART INC COM COM 931142103 1,454 12,236 SH   SOLE   12,236 0 0
WELLS FARGO CO NEW COM COM 949746101 1,885 35,040 SH   SOLE   35,040 0 0