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
Accenture PLC SHS CL A G1151C101 701 3,643 SH   SOLE   3,643 0 0
Activision Blizzard Inc. COM 00507V109 7,959 150,392 SH   SOLE   150,392 0 0
Alexion Pharmaceuticals Inc. COM 015351109 4,949 50,532 SH   SOLE   50,532 0 0
Allstate Corp. COM 020002101 603 5,549 SH   SOLE   5,549 0 0
Ally Financial Inc COM 02005N100 5,058 152,536 SH   SOLE   152,536 0 0
Alphabet Inc. Cl A CAP STK CL A 02079K305 12,561 10,286 SH   SOLE   10,286 0 0
Amazon.com Inc. COM 023135106 9,843 5,670 SH   SOLE   5,670 0 0
American Woodmark Corporation COM 030506109 282 3,176 SH   SOLE   3,176 0 0
Amgen Inc. COM 031162100 6,742 34,838 SH   SOLE   34,838 0 0
Anthem Inc COM 036752103 3,694 15,385 SH   SOLE   15,385 0 0
Applied Materials Inc. COM 038222105 7,555 151,396 SH   SOLE   151,396 0 0
Aramark COM 03852U106 448 10,282 SH   SOLE   10,282 0 0
Arch Capital Group Ltd. ORD G0450A105 402 9,583 SH   SOLE   9,583 0 0
ASGN Inc. COM 00191U102 4,570 72,701 SH   SOLE   72,701 0 0
AT&T Inc. COM 00206R102 9,812 259,310 SH   SOLE   259,310 0 0
AutoZone Inc. COM 053332102 4,740 4,370 SH   SOLE   4,370 0 0
Baidu Inc. ADS SPON ADR REP A 056752108 238 2,317 SH   SOLE   2,317 0 0
Bio-Rad Laboratories Inc. (Cl CL A 090572207 468 1,408 SH   SOLE   1,408 0 0
Booking Holdings Inc. COM 09857L108 6,606 3,366 SH   SOLE   3,366 0 0
Builders FirstSource, Inc. COM 12008R107 285 13,830 SH   SOLE   13,830 0 0
CACI International Inc. (Cl A) CL A 127190304 560 2,420 SH   SOLE   2,420 0 0
Canadian National Railway Co. COM 136375102 3,674 40,890 SH   SOLE   40,890 0 0
Canadian Pacific Railway Ltd. COM 13645T100 5,282 23,742 SH   SOLE   23,742 0 0
Capital One Financial Corp. COM 14040H105 7,468 82,081 SH   SOLE   82,081 0 0
Celgene Corp. COM 151020104 3,279 33,022 SH   SOLE   33,022 0 0
Centene Corp. COM 15135B101 5,644 130,467 SH   SOLE   130,467 0 0
Comcast Corp. (Cl A) CL A 20030N101 5,782 128,268 SH   SOLE   128,268 0 0
Communication Services Select COMMUNICATION 81369Y852 581 11,728 SH   SOLE   11,728 0 0
Consumer Discretionary Select SBI CONS DISCR 81369Y407 513 4,248 SH   SOLE   4,248 0 0
Costco Wholesale Corp. COM 22160K105 13,053 45,305 SH   SOLE   45,305 0 0
Cracker Barrel Old Country Sto COM 22410J106 2,477 15,232 SH   SOLE   15,232 0 0
CRH PLC (ADS) ADR 12626K203 421 12,249 SH   SOLE   12,249 0 0
CSG Systems International Inc. COM 126349109 368 7,126 SH   SOLE   7,126 0 0
D.R. Horton Inc. COM 23331A109 6,454 122,439 SH   SOLE   122,439 0 0
Darden Restaurants Inc. COM 237194105 4,122 34,863 SH   SOLE   34,863 0 0
Delta Air Lines Inc. COM NEW 247361702 4,114 71,425 SH   SOLE   71,425 0 0
Diodes Inc. COM 254543101 276 6,872 SH   SOLE   6,872 0 0
Dollar General Corp. COM 256677105 11,368 71,521 SH   SOLE   71,521 0 0
Dollar Tree Inc. COM 256746108 7,281 63,782 SH   SOLE   63,782 0 0
DXC Technology Co. COM 23355L106 204 6,920 SH   SOLE   6,920 0 0
eBay Inc. COM 278642103 5,224 134,026 SH   SOLE   134,026 0 0
Electronic Arts Inc. COM 285512109 8,133 83,143 SH   SOLE   83,143 0 0
Encompass Health Corporation COM 29261A100 5,218 82,457 SH   SOLE   82,457 0 0
Encore Capital Group, Inc. COM 292554102 272 8,151 SH   SOLE   8,151 0 0
Energy Transfer, L.P. COM UT LTD PTN 29273V100 358 27,375 SH   SOLE   27,375 0 0
Enterprise Products Partners L COM 293792107 429 15,014 SH   SOLE   15,014 0 0
Etsy, Inc. COM 29786A106 3,121 55,247 SH   SOLE   55,247 0 0
Expedia Group, Inc. COM NEW 30212P303 3,654 27,185 SH   SOLE   27,185 0 0
Facebook, Inc. CL A 30303M102 5,375 30,181 SH   SOLE   30,181 0 0
FactSet Research Systems Inc. COM 303075105 2,366 9,738 SH   SOLE   9,738 0 0
Fidelity National Financial, I FNF GROUP COM 31620R303 368 8,290 SH   SOLE   8,290 0 0
Financial Select Sector SPDR F SBI INT-FINL 81369Y605 435 15,545 SH   SOLE   15,545 0 0
First American Financial Corp. COM 31847R102 351 5,942 SH   SOLE   5,942 0 0
Fiserv Inc. COM 337738108 8,780 84,760 SH   SOLE   84,760 0 0
FleetCor Technologies Inc. COM 339041105 5,781 20,158 SH   SOLE   20,158 0 0
Genesee & Wyoming Inc. Cl A CL A 371559105 4,819 43,607 SH   SOLE   43,607 0 0
Genpact Ltd. SHS G3922B107 3,047 78,641 SH   SOLE   78,641 0 0
Gilead Sciences Inc. COM 375558103 6,568 103,631 SH   SOLE   103,631 0 0
Global X MSCI Greece ETF MSCI GREECE ETF 37950E366 3,856 413,309 SH   SOLE   413,309 0 0
Goldman Sachs Group Inc. COM 38141G104 812 3,920 SH   SOLE   3,920 0 0
Group 1 Automotive Inc. COM 398905109 3,191 34,570 SH   SOLE   34,570 0 0
HCA Healthcare Inc COM 40412C101 8,583 71,277 SH   SOLE   71,277 0 0
Humana Inc. COM 444859102 5,487 21,461 SH   SOLE   21,461 0 0
IAC/InterActive Corp. COM 44919P508 3,799 17,427 SH   SOLE   17,427 0 0
Insperity, Inc. COM 45778Q107 5,460 55,366 SH   SOLE   55,366 0 0
Intel Corp. COM 458140100 699 13,573 SH   SOLE   13,573 0 0
Intercontinental Exchange, Inc COM 45866F104 4,260 46,170 SH   SOLE   46,170 0 0
Invesco CurrencyShares British BRIT POUN STRL 46138M109 739 6,194 SH   SOLE   6,194 0 0
Invesco CurrencyShares Euro Tr EURO SHS 46138K103 8,223 79,400 SH   SOLE   79,400 0 0
Invesco CurrencyShares Japanes JAPANESE YEN 46138W107 24,934 283,500 SH   SOLE   283,500 0 0
IQVIA Holdings Inc COM 46266C105 688 4,605 SH   SOLE   4,605 0 0
iShares 1-3 Year Treasury Bond 1 3 YR TREAS BD 464287457 2,581 30,425 SH   SOLE   30,425 0 0
iShares 7-10 Year Treasury Bon BARCLAYS 7 10 YR 464287440 278 2,475 SH   SOLE   2,475 0 0
iShares Core MSCI EAFE ETF CORE MSCI EAFE 46432F842 531 8,703 SH   SOLE   8,703 0 0
iShares Edge MSCI USA Quality USA QUALITY FCTR 46432F339 257 2,781 SH   SOLE   2,781 0 0
iShares Floating Rate Bond ETF FLTG RATE BD ETF 46429B655 969 19,019 SH   SOLE   19,019 0 0
iShares FTSE China 25 Index Fu CHINA LG-CAP ETF 464287184 9,340 234,682 SH   SOLE   234,682 0 0
iShares iBoxx $ Investment Gra IBOXX INV CP ETF 464287242 3,595 28,203 SH   SOLE   28,203 0 0
iShares Intermediate-Term Cred INTRM TR CRP ETF 464288638 12,122 209,288 SH   SOLE   209,288 0 0
iShares International Treasury INTL TREA BD ETF 464288117 21,784 431,631 SH   SOLE   431,631 0 0
iShares JPMorgan USD Emerging JP MOR EM MK ETF 464288281 11,325 99,911 SH   SOLE   99,911 0 0
iShares MBS ETF MBS ETF 464288588 19,381 178,953 SH   SOLE   178,953 0 0
iShares MSCI China ETF MSCI CHINA ETF 46429B671 2,152 38,379 SH   SOLE   38,379 0 0
iShares MSCI Hong Kong ETF MSCI HONG KG ETF 464286871 2,037 89,756 SH   SOLE   89,756 0 0
iShares MSCI Peru ETF MSCI PERU ETF 464289842 2,395 68,323 SH   SOLE   68,323 0 0
iShares MSCI South Korea ETF MSCI STH KOR ETF 464286772 5,900 104,718 SH   SOLE   104,718 0 0
iShares MSCI Turkey ETF MSCI TURKEY ETF 464286715 4,079 152,656 SH   SOLE   152,656 0 0
iShares S&P 500 Fund CORE S&P500 ETF 464287200 497 1,666 SH   SOLE   1,666 0 0
iShares S&P 500 Growth Index F S&P 500 GRWT ETF 464287309 249 1,383 SH   SOLE   1,383 0 0
Kansas City Southern COM NEW 485170302 5,351 40,230 SH   SOLE   40,230 0 0
KB Home COM 48666K109 3,141 92,392 SH   SOLE   92,392 0 0
KLA Corporation COM NEW 482480100 4,535 28,441 SH   SOLE   28,441 0 0
Kroger Co. COM 501044101 413 16,025 SH   SOLE   16,025 0 0
Kulicke & Soffa Industries, In COM 501242101 1,813 77,204 SH   SOLE   77,204 0 0
Lam Research Corp. COM 512807108 12,439 53,824 SH   SOLE   53,824 0 0
Lennar Corp. (Cl A) CL A 526057104 4,764 85,307 SH   SOLE   85,307 0 0
Lincoln National Corp. COM 534187109 247 4,093 SH   SOLE   4,093 0 0
LPL Financial Holdings Inc. COM 50212V100 436 5,321 SH   SOLE   5,321 0 0
Magellan Midstream Partners LP COM UNIT RP LP 559080106 319 4,809 SH   SOLE   4,809 0 0
ManTech International Corp. (C CL A 564563104 368 5,150 SH   SOLE   5,150 0 0
Masco Corp. COM 574599106 390 9,363 SH   SOLE   9,363 0 0
Mastercard Inc. Cl A CL A 57636Q104 11,843 43,608 SH   SOLE   43,608 0 0
Maximus Inc. COM 577933104 4,579 59,262 SH   SOLE   59,262 0 0
Mcdonalds Corp Com COM 580135101 4,071 18,962 SH   SOLE   18,962 0 0
Medpace Holdings, Inc. COM 58506Q109 604 7,188 SH   SOLE   7,188 0 0
Meritage Homes Corp. COM 59001A102 4,397 62,497 SH   SOLE   62,497 0 0
MetLife Inc. COM 59156R108 7,060 149,699 SH   SOLE   149,699 0 0
Microsoft Corp. COM 594918104 12,926 92,973 SH   SOLE   92,973 0 0
MKS Instruments Inc. COM 55306N104 5,240 56,788 SH   SOLE   56,788 0 0
Moody's Corp. COM 615369105 4,123 20,131 SH   SOLE   20,131 0 0
Morgan Stanley COM NEW 617446448 819 19,205 SH   SOLE   19,205 0 0
MSCI Inc. Class A COM 55354G100 2,710 12,445 SH   SOLE   12,445 0 0
Nasdaq, Inc. COM 631103108 3,016 30,358 SH   SOLE   30,358 0 0
Nelnet Inc CL A 64031N108 342 5,371 SH   SOLE   5,371 0 0
NetEase, Inc. ADR SPONSORED ADS 64110W102 565 2,121 SH   SOLE   2,121 0 0
Nexstar Media Group, Inc. Clas CL A 65336K103 3,217 31,440 SH   SOLE   31,440 0 0
Norfolk Southern Corp. COM 655844108 5,159 28,715 SH   SOLE   28,715 0 0
Old Republic International Cor COM 680223104 344 14,577 SH   SOLE   14,577 0 0
ON Semiconductor Corp. COM 682189105 249 12,938 SH   SOLE   12,938 0 0
OneMain Holdings, Inc. COM 68268W103 2,144 58,440 SH   SOLE   58,440 0 0
Owens Corning COM 690742101 359 5,688 SH   SOLE   5,688 0 0
PepsiCo Inc. COM 713448108 714 5,210 SH   SOLE   5,210 0 0
Phillips 66 Partners LP COM UNIT REP INT 718549207 318 5,615 SH   SOLE   5,615 0 0
Plains All American Pipeline, UNIT LTD PARTN 726503105 347 16,744 SH   SOLE   16,744 0 0
Progressive Corp. COM 743315103 317 4,105 SH   SOLE   4,105 0 0
ProShares Short Russell2000 SHRT RUSSELL 2000 74348A210 17,929 441,272 SH   SOLE   441,272 0 0
ProShares Trust Short S&P500 SHORT S&P 500 NE 74347B425 17,524 670,646 SH   SOLE   670,646 0 0
Prudential Financial Inc. COM 744320102 331 3,679 SH   SOLE   3,679 0 0
PulteGroup Inc. COM 745867101 6,816 186,476 SH   SOLE   186,476 0 0
Radian Group Inc. COM 750236101 2,868 125,579 SH   SOLE   125,579 0 0
Raymond James Financial Inc COM 754730109 428 5,192 SH   SOLE   5,192 0 0
Republic Services Inc. COM 760759100 7,125 82,318 SH   SOLE   82,318 0 0
Robert Half International Inc. COM 770323103 4,679 84,059 SH   SOLE   84,059 0 0
S&P Global Inc. COM 78409V104 4,218 17,217 SH   SOLE   17,217 0 0
Santander Consumer USA Holding COM 80283M101 3,740 146,625 SH   SOLE   146,625 0 0
Schwab US Dividend Equity ETF US DIVIDEND EQ 808524797 205 3,746 SH   SOLE   3,746 0 0
Skyworks Solutions Inc COM 83088M102 392 4,944 SH   SOLE   4,944 0 0
SolarEdge Technologies, Inc. COM 83417M104 6,973 83,293 SH   SOLE   83,293 0 0
SPDR Bloomberg Barclays 1-3 Mo SPDR BLOOMBERG 78468R663 8,856 96,687 SH   SOLE   96,687 0 0
SPDR Bloomberg Barclays Intern BLOMBRG INTL TR 78464A516 8,546 297,773 SH   SOLE   297,773 0 0
SPDR Gold Trust GOLD SHS 78463V107 29,740 214,157 SH   SOLE   214,157 0 0
Starbucks Corp. COM 855244109 3,917 44,304 SH   SOLE   44,304 0 0
Stifel Financial Corp. COM 860630102 384 6,689 SH   SOLE   6,689 0 0
Synchrony Financial COM 87165B103 6,764 198,425 SH   SOLE   198,425 0 0
Syneos Health, Inc. Class A CL A 87166B102 444 8,343 SH   SOLE   8,343 0 0
Target Corp. COM 87612E106 14,250 133,290 SH   SOLE   133,290 0 0
TC Energy Corp COM 87807B107 497 9,587 SH   SOLE   9,587 0 0
Technology Select Sector SPDR TECHNOLOGY 81369Y803 727 9,025 SH   SOLE   9,025 0 0
Tetra Tech Inc. COM 88162G103 4,397 50,684 SH   SOLE   50,684 0 0
Toll Brothers Inc. COM 889478103 5,220 127,166 SH   SOLE   127,166 0 0
TRI Pointe Group Inc COM 87265H109 526 34,941 SH   SOLE   34,941 0 0
TriNet Group, Inc. COM 896288107 4,804 77,248 SH   SOLE   77,248 0 0
Union Pacific Corp. COM 907818108 4,907 30,292 SH   SOLE   30,292 0 0
United Continental Holdings In COM 910047109 3,934 44,497 SH   SOLE   44,497 0 0
UnitedHealth Group Inc. COM 91324P102 8,247 37,950 SH   SOLE   37,950 0 0
Universal Forest Products Inc. COM 913543104 276 6,913 SH   SOLE   6,913 0 0
Universal Health Services Inc. CL B 913903100 4,937 33,193 SH   SOLE   33,193 0 0
US Foods Holding Corp. COM 912008109 411 9,996 SH   SOLE   9,996 0 0
VanEck Vectors Russia ETF RUSSIA ETF 92189F403 3,745 164,166 SH   SOLE   164,166 0 0
Vanguard Short-Term Corporate SHRT TRM CORP BD 92206C409 397 4,897 SH   SOLE   4,897 0 0
Verizon Communications Inc. COM 92343V104 7,625 126,329 SH   SOLE   126,329 0 0
Visa Inc. CL A 92826C839 10,646 61,894 SH   SOLE   61,894 0 0
Walgreens Boots Alliance Inc COM 931427108 567 10,247 SH   SOLE   10,247 0 0
Walmart Inc. COM 931142103 11,812 99,528 SH   SOLE   99,528 0 0
Walt Disney Co. COM DISNEY 254687106 7,264 55,740 SH   SOLE   55,740 0 0
Waste Management Inc. COM 94106L109 7,671 66,707 SH   SOLE   66,707 0 0
Wendy's Company COM 95058W100 2,908 145,539 SH   SOLE   145,539 0 0
Western Union Co. COM 959802109 2,920 126,039 SH   SOLE   126,039 0 0
Wipro Ltd. ADS SPON ADR 1 SH 97651M109 292 80,012 SH   SOLE   80,012 0 0
World Acceptance Corp. COM 981419104 2,391 18,754 SH   SOLE   18,754 0 0
Yandex NV Class A SHS CLASS A N97284108 274 7,813 SH   SOLE   7,813 0 0
Yum Brands Inc COM 988498101 4,858 42,827 SH   SOLE   42,827 0 0
Yum China Holdings, Inc. COM 98850P109 408 8,982 SH   SOLE   8,982 0 0