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
ALPHABET INC CAP STK CL C 02079K107 1,548 2,237 SH   SOLE 2,237 0 0
ALTRIA GROUP INC COM 02209S103 2,756 39,961 SH   SOLE 39,961 0 0
AMAZON COM INC COM 023135106 2,684 3,751 SH   SOLE 3,751 0 0
APPLE INC COM 037833100 3,557 37,210 SH   SOLE 37,210 0 0
BP PLC SPONSORED ADR 055622104 371 10,455 SH   SOLE 10,455 0 0
CENTENE CORP DEL COM 15135B101 757 10,606 SH   SOLE 10,606 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 540 6,772 SH   SOLE 6,772 0 0
CLOROX CO DEL COM 189054109 549 3,967 SH   SOLE 3,967 0 0
CMS ENERGY CORP COM 125896100 458 9,987 SH   SOLE 9,987 0 0
DIGITAL RLTY TR INC COM 253868103 1,475 13,533 SH   SOLE 13,533 0 0
DISNEY WALT CO COM DISNEY 254687106 257 2,628 SH   SOLE 2,628 0 0
DTE ENERGY CO COM 233331107 378 3,812 SH   SOLE 3,812 0 0
EDISON INTL COM 281020107 217 2,797 SH   SOLE 2,797 0 0
EQUINIX INC COM PAR $0.001 29444U700 1,084 2,797 SH   SOLE 2,797 0 0
ISHARES MSCI BRZ CAP ETF 464286400 1,394 46,208 SH   SOLE 46,208 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 412 12,003 SH   SOLE 12,003 0 0
ISHARES TR 20 YR TR BD ETF 464287432 30,976 223,011 SH   SOLE 223,011 0 0
ITC HLDGS CORP COM 465685105 491 10,495 SH   SOLE 10,495 0 0
LOCKHEED MARTIN CORP COM 539830109 1,278 5,149 SH   SOLE 5,149 0 0
NETFLIX INC COM 64110L106 703 7,681 SH   SOLE 7,681 0 0
NORTHROP GRUMMAN CORP COM 666807102 2,929 13,176 SH   SOLE 13,176 0 0
NXP SEMICONDUCTORS N V COM N6596X109 789 10,071 SH   SOLE 10,071 0 0
ONEOK INC NEW COM 682680103 805 16,970 SH   SOLE 16,970 0 0
POWERSHARES QQQ TRUST UNIT SER 1 73935A104 429 3,991 SH   SOLE 3,991 0 0
PUBLIC STORAGE COM 74460D109 1,321 5,168 SH   SOLE 5,168 0 0
QIHOO 360 TECHNOLOGY CO LTD ADS 74734M109 403 5,514 SH   SOLE 5,514 0 0
REYNOLDS AMERICAN INC COM 761713106 3,134 58,105 SH   SOLE 58,105 0 0
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 575 10,434 SH   SOLE 10,434 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 300 6,911 SH   SOLE 6,911 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 1,376 26,215 SH   SOLE 26,215 0 0
SEMPRA ENERGY COM 816851109 445 3,899 SH   SOLE 3,899 0 0
SOUTHWEST AIRLS CO COM 844741108 657 16,766 SH   SOLE 16,766 0 0
TECK RESOURCES LTD CL B 878742204 247 18,781 SH   SOLE 18,781 0 0
TRANSDIGM GROUP INC COM 893641100 3,680 13,956 SH   SOLE 13,956 0 0
TYSON FOODS INC CL A 902494103 288 4,316 SH   SOLE 4,316 0 0
VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 569 20,524 SH   SOLE 20,524 0 0
VENTAS INC COM 92276F100 1,188 16,313 SH   SOLE 16,313 0 0
VISA INC COM CL A 92826C839 2,427 32,720 SH   SOLE 32,720 0 0
WEC ENERGY GROUP INC COM 92939U106 711 10,888 SH   SOLE 10,888 0 0
XCEL ENERGY INC COM 98389B100 406 9,058 SH   SOLE 9,058 0 0