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
ABBVIE INC COM 00287Y109 8,676 99,049 SH   SOLE   0 0 99,049
ALASKA AIR GROUP INC COM 011659109 3,630 99,094 SH   SOLE   0 0 99,094
ALIBABA GROUP HLDG LTD SPONSORED ADS SPONSORED ADS 01609W102 7,096 24,136 SH   SOLE   0 0 24,136
ALPHABET INC CAP STK CL A 02079K305 5,228 3,567 SH   SOLE   0 0 3,567
DISNEY WALT CO COM DISNEY 254687106 5,528 44,554 SH   SOLE   0 0 44,554
ISHARES INC MSCI JPN ETF NEW 46434G822 839 14,200 SH   SOLE   0 0 14,200
ISHARES INC MSCI PAC JP ETF 464286665 223 5,495 SH   SOLE   0 0 5,495
ISHARES TR HDG MSCI JAPAN 46434V886 5,254 164,455 SH   SOLE   0 0 164,455
ISHARES TR EUROPE ETF 464287861 248 5,920 SH   SOLE   0 0 5,920
ISHARES TR MSCI AC ASIA ETF 464288182 523 6,778 SH   SOLE   0 0 6,778
MARATHON PETE CORP COM 56585A102 1,506 51,330 SH   SOLE   0 0 51,330
MICRON TECHNOLOGY INC COM 595112103 2,503 53,293 SH   SOLE   0 0 53,293
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 11,087 75,470 SH   SOLE   0 0 75,470
SPDR GOLD TRUST GOLD SHS 78463V107 6,582 37,160 SH   SOLE   0 0 37,160
SPDR INDEX SHS FDS S&P CHINA ETF 78463X400 7,632 64,235 SH   SOLE   0 0 64,235
VALERO ENERGY CORP NEW COM 91913Y100 2,831 65,345 SH   SOLE   0 0 65,345
WESTERN DIGITAL CORP COM 958102105 4,188 114,578 SH   SOLE   0 0 114,578