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
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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
Alphabet Inc Class A COM 02079K305 5,974 2,148 SH   SOLE   2,148 0 0
Ameriprise Financial Inc. COM 03076C106 11,756 39,140 SH   SOLE   39,140 0 0
AmerisourceBergen Corp. COM 03073E105 10,895 70,421 SH   SOLE   70,421 0 0
Apple Inc. COM 037833100 8,150 46,676 SH   SOLE   46,676 0 0
Applied Materials, Inc. COM 038222105 1,065 8,079 SH   SOLE   8,079 0 0
Autozone Inc. COM 053332102 9,560 4,676 SH   SOLE   4,676 0 0
Bank of Montreal COM 063671101 8,218 69,658 SH   SOLE   69,658 0 0
Charles Schwab Corporation COM 808513105 7,804 92,561 SH   SOLE   92,561 0 0
Cheniere Energy Inc. COM 16411R208 9,134 65,876 SH   SOLE   65,876 0 0
Chevron Corp. COM 166764100 8,617 52,919 SH   SOLE   52,919 0 0
Chubb Ltd. COM H1467J104 9,837 45,989 SH   SOLE   45,989 0 0
CME Group, Inc. COM 12572Q105 9,518 40,015 SH   SOLE   40,015 0 0
ConocoPhillips COM 20825C104 11,677 116,767 SH   SOLE   116,767 0 0
Deere & Company COM 244199105 10,415 25,068 SH   SOLE   25,068 0 0
Fortinet, Inc. COM 34959E109 11,470 33,563 SH   SOLE   33,563 0 0
iShares Core US REIT ETF ETF 464288521 7,614 117,767 SH   SOLE   117,767 0 0
iShares MSCI Indonesia ETF ETF 46429B309 2,056 83,080 SH   SOLE   83,080 0 0
iShares MSCI Thailand ETF ETF 464286624 1,932 24,775 SH   SOLE   24,775 0 0
Kroger Co. COM 501044101 9,220 160,703 SH   SOLE   160,703 0 0
Morgan Stanley COM 617446448 1,292 14,777 SH   SOLE   14,777 0 0
Palo Alto Networks Inc. COM 697435105 10,957 17,601 SH   SOLE   17,601 0 0
Raytheon Company COM 75513E101 9,592 96,821 SH   SOLE   96,821 0 0
Sea Limited ADR 81141R100 2,599 21,700 SH   DFND   0 21,700 0
SPDR Gold Shares ETF 78463V107 1,265 7,000 SH   DFND   0 7,000 0
Tractor Supply Company COM 892356106 7,963 34,123 SH   SOLE   34,123 0 0
UnitedHealth Group, Inc. COM 91324P102 10,721 21,023 SH   SOLE   21,023 0 0
VanEck Vectors Agribusiness ETF ETF 92189F700 10,522 100,655 SH   SOLE   100,655 0 0
VanEck Vectors Vietnam ETF ETF 92189F817 1,114 59,013 SH   SOLE   59,013 0 0
Vertex Pharmaceuticals Inc. COM 92532F100 11,103 42,546 SH   SOLE   42,546 0 0