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
AMAZON.COM INC COM 023135106 54 17 SH   SOLE   17 0 0
WYNN RESORTS LTD COM COM 983134107 2,036 15,910 SH   SOLE   15,910 0 0
STARBUCKS CORP COM 855244109 23 206 SH   SOLE   206 0 0
ISHARES MSCI CANADA ETF COM 464286509 3,820 110,355 SH   SOLE   110,355 0 0
VULCAN MATLS CO COM COM 929160109 2,135 12,825 SH   SOLE   12,825 0 0
JOHNSON & JOHNSON COM COM 478160104 1,699 10,432 SH   SOLE   10,432 0 0
LAS VEGAS SANDS CORP COM COM 517834107 1,697 27,461 SH   SOLE   27,461 0 0
CARNIVAL CORP PAIRED CTF COM 143658300 1,568 58,424 SH   SOLE   58,424 0 0
NETFLIX COM INC COM 64110L106 164 304 SH   SOLE   304 0 0
SPDR DOW JONES INDUSTRIAL ETF COM 78467X109 17 50 SH   SOLE   50 0 0
ADVANCE AUTO PARTS INC COM COM 00751Y106 2,044 10,999 SH   SOLE   10,999 0 0
ISHARES MSCI JAPAN ETF COM 46434G822 3,498 50,619 SH   SOLE   50,619 0 0
ISHARES TIPS BOND ETF COM 464287176 19,822 157,875 SH   SOLE   157,874 0 0
PROSHARES SHORT 20 YEAR TREASURY COM 74347X849 5,082 284,386 SH   SOLE   284,386 0 0
ISHARES RUSSELL 2000 VALUE ETF COM 464287630 12,437 77,137 SH   SOLE   77,136 0 0
CHILDRENS PL INC NEW COM COM 168905107 1,651 23,948 SH   SOLE   23,948 0 0
VANGUARD SHORT TERM CORP BOND FD ETF COM 92206C409 11,393 138,267 SH   SOLE   138,266 0 0
FISERV INC COM COM 337738108 3,879 31,792 SH   SOLE   31,792 0 0
CONSTELLATION BRANDS INC CL A COM 21036P108 1,748 7,617 SH   SOLE   7,617 0 0
FINANCIAL SELECT SECTOR SPDR FUND COM 81369Y605 10,462 303,694 SH   SOLE   303,694 0 0
ROYAL CARRIBBEAN CRUISES LTD COM V7780T103 39 451 SH   SOLE   451 0 0
GENERAL MOTORS CORP COM 37045V100 6 100 SH   SOLE   100 0 0
ISHARES 0-5 YEAR TIPS BOND ETF COM 46429B747 6,259 59,269 SH   SOLE   59,269 0 0
PRICELINE.COM INC COM 09857L108 3,680 1,546 SH   SOLE   1,546 0 0
EXPERIENCE INVT CORP COM CL A COM 30217C109 3,400 323,196 SH   SOLE   323,196 0 0
INVESCO S&P 500 HIGH BETA ETF COM 46138E370 8,940 126,361 SH   SOLE   126,361 0 0
SPIRIT AIRLS INC COM COM 848577102 4,025 107,803 SH   SOLE   107,803 0 0
MATCH GROUP INC NEW COM COM 57667L107 3,721 26,132 SH   SOLE   26,132 0 0
GOODRX HLDGS INC COM CL A COM 38246G108 3,603 92,317 SH   SOLE   92,317 0 0
DESIGNER BRANDS INC CL A COM 250565108 2,741 161,257 SH   SOLE   161,257 0 0
ASPIRATIONAL CONSUMER LIFESTYL COM COM G05436103 1,812 177,128 SH   SOLE   177,128 0 0
CAPRI HOLDINGS LIMITED SHS COM G1890L107 2,044 41,320 SH   SOLE   41,320 0 0
ELECTRONIC ARTS INC COM COM 285512109 1 10 SH   SOLE   10 0 0
VISA INC COM 92826C839 3,832 17,688 SH   SOLE   17,688 0 0
VANGUARD VALUE INDEX FUND COM 922908744 4 27 SH   SOLE   27 0 0
ISHARES U.S. TREASURY BOND ETF COM 46429B267 300 11,427 SH   SOLE   11,427 0 0
PHILLIPS 66 COM 718546104 1,990 23,950 SH   SOLE   23,949 0 0
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF COM 922020805 8,021 155,489 SH   SOLE   155,489 0 0
DILLARDS INC CL A COM 254067101 2,169 23,399 SH   SOLE   23,399 0 0
KINDER MORGAN INC COM 49456B101 2,297 136,466 SH   SOLE   136,465 0 0
SPDR S&P HOMEBUILDERS ETF COM 78464A888 26 364 SH   SOLE   364 0 0
SPDR S&P METALS AND MINING ETF COM 78464A755 3,973 98,501 SH   SOLE   98,501 0 0
GENERAL ELECTRIC CO COM COM 369604103 2 121 SH   SOLE   121 0 0
EXPEDIA GROUP INC COM NEW COM 30212P303 4,022 22,883 SH   SOLE   22,883 0 0
CONTAINER STORE GROUP INC COM COM 210751103 1,988 120,979 SH   SOLE   120,979 0 0
TWITTER INC COM COM 90184L102 3,622 56,745 SH   SOLE   56,745 0 0
CHEVRON CORP NEW COM COM 166764100 1,948 18,427 SH   SOLE   18,427 0 0
ISHARES MSCI GERMANY ETF COM 464286806 3,648 107,522 SH   SOLE   107,522 0 0
WALMART INC COM COM 931142103 2 12 SH   SOLE   12 0 0
CATERPILLAR INC COM COM 149123101 2,644 11,363 SH   SOLE   11,363 0 0
AMGEN INC COM 031162100 25 100 SH   SOLE   100 0 0
SPDR PORTFOLIO TIPS ETF COM 78464A656 6,032 197,682 SH   SOLE   197,682 0 0
SPDR PORTFOLIO S&P 500 ETF COM 78464A854 1,162 24,683 SH   SOLE   24,683 0 0
SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETF COM 78468R622 5,201 47,866 SH   SOLE   47,866 0 0
EXXON MOBIL CORP COM COM 30231G102 2,182 38,070 SH   SOLE   38,069 0 0
DEVON ENERGY CORP COM 25179M103 3,159 134,978 SH   SOLE   134,978 0 0
BAIDU COM ADR ADR 056752108 11 50 SH   SOLE   50 0 0
CINEMARK HLDGS INC COM COM 17243V102 1,203 56,090 SH   SOLE   56,090 0 0
APPLE INC COM 037833100 210 1,704 SH   SOLE   1,704 0 0
DISNEY WALT CO COM COM 254687106 101 536 SH   SOLE   536 0 0
RAYMOND JAMES FINL INC COM 754730109 127 1,005 SH   SOLE   1,005 0 0
SPDR BLOOMBERG BARCLAYS 1-3 MONTH T-BILL ETF COM 78468R663 275 3,008 SH   SOLE   3,008 0 0