| Conocophillips(COP) | COM | 20825C104 | $1.8M | 19,760 | 37.5% |
| Autozone Inc(AZO) | COM | 053332102 | $1.2M | 580 | 26.3% |
| Barrick Gold Corp(ABX) | COM | 067901108 | $620.0K | 35,060 | 13.1% |
| Clearfield Inc(CLFD) | COM | 18482P103 | $492.0K | 7,974 | 10.4% |
| Cameco Corp(CCJ) | COM | 13321L108 | $262.0K | 12,477 | 5.5% |
| D R Horton Inc(DHI) | COM | 23331A109 | $146.0K | 2,200 | 3.1% |
| Autonation Inc(AN) | COM | 05329W102 | $46.0K | 409 | 1.0% |
| Quidel Corp(QDEL) | COM | 219798105 | $34.0K | 351 | 0.7% |
| Ally Finl Inc(ALLY) | COM | 02005N100 | $28.0K | 832 | 0.6% |
| Spdr Gold TR Gold(GLD) | ETF | 78463V107 | $10.6K | 63,230 | 0.2% |
| Vaneck Vectors J.P. Morgan EM Local EFT(EMLC) | ETF | 92189H300 | $9.3K | 381,250 | 0.2% |
| Vanguard Short-Term Corporate Bond ETF(VCSH) | ETF | 92206C409 | $8.8K | 114,920 | 0.2% |
| Invesco DB Agriculture Fund ETF(DBA) | ETF | 46140H106 | $7.3K | 355,910 | 0.2% |
| Ishares Silver Trust(SLV) | ETF | 46428Q109 | $6.8K | 366,190 | 0.1% |
| Alaska AIR Group Inc(ALK) | COM | 011659109 | $5.0K | 126 | 0.1% |
| Invesco Emerging Markets Sovereign Debt(PCY) | ETF | 46138E784 | $4.1K | 223,670 | 0.1% |
| Invesco DB Base Metals Fund(DBB) | ETF | 46140H700 | $2.5K | 130,210 | 0.1% |
| Ishares J.p Morgan EM Corporate Bond ETF(CEMB) | ETF | 464286251 | $2.5K | 57,883 | 0.1% |
| Hess Corp(HES) | COM | 42809H107 | $2.3K | 21,470 | 0.0% |
| Health Care Select Sector Spdr Fund ETF(XLV) | ETF | 81369Y209 | $2.2K | 17,390 | 0.0% |
| Pioneer Natural RES(PXDEUR) | COM | 723787107 | $1.9K | 8,400 | 0.0% |
| Spdr S&P Regional Banking ETF(KRE) | ETF | 78464A698 | $1.8K | 30,370 | 0.0% |
| Mosaic Co(MOS) | COM | 61945C103 | $1.7K | 35,570 | 0.0% |
| Deere & Co(DE) | COM | 244199105 | $1.6K | 5,300 | 0.0% |
| Schlumberger LTD(SLB) | COM | 806857108 | $1.4K | 39,310 | 0.0% |
| Wisdom Tree Emerging Mkts Corp ETF(EMCB) | ETF | 97717X784 | $1.3K | 21,932 | 0.0% |
| Target Corp(TGT) | COM | 87612E106 | $1.2K | 8,540 | 0.0% |
| T-Mobile US Inc(TMUS) | COM | 872590104 | $1.2K | 8,720 | 0.0% |
| Mastercard Inc(MA) | COM | 57636Q104 | $1.1K | 3,630 | 0.0% |
| Invesco DB Oil Fund(DBO) | ETF | 46140H403 | $1.0K | 57,550 | 0.0% |
| Steel Dynamics Inc(STLD) | COM | 858119100 | $982 | 14,850 | 0.0% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $936 | 8,310 | 0.0% |
| Salesforce.com Inc(CRM) | COM | 79466L302 | $865 | 5,240 | 0.0% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $808 | 1,635 | 0.0% |
| Exxon Mobil Corporation(XOM) | COM | 30231G102 | $650 | 7,580 | 0.0% |
| Freeport-Mcmoran C&G(FCX) | COM | 35671D857 | $619 | 21,160 | 0.0% |
| Realty Income Corp(O) | COM | 756109104 | $583 | 8,540 | 0.0% |
| Halliburton(HAL) | COM | 406216101 | $577 | 18,400 | 0.0% |
| Ishares Msci Indonesia ETF(EIDO) | ETF | 46429B309 | $558 | 24,930 | 0.0% |
| WAL Mart Stores Inc(WMT) | COM | 931142103 | $514 | 4,230 | 0.0% |
| Ishares Msci Mexico ETF(EWW) | ETF | 464286822 | $427 | 9,160 | 0.0% |
| Ishares Msci South Africa ETF(EZA) | ETF | 464286780 | $315 | 7,410 | 0.0% |
| Newmont Mining Corp(NEM) | COM | 651639106 | $303 | 5,070 | 0.0% |
| United States Copper Index(CPER) | ETF | 911718104 | $280 | 12,600 | 0.0% |
| Gentex Corp(GNTX) | COM | 371901109 | $274 | 9,813 | 0.0% |
| United Therapeutics(UTHR) | COM | 91307C102 | $252 | 1,069 | 0.0% |
| Ishares Msci Brazil ETF(EWZ) | ETF | 464286400 | $248 | 9,040 | 0.0% |
| Regions Finl Corp(RF) | COM | 7591EP100 | $246 | 13,130 | 0.0% |
| Ishares JP Morgan EM Local Cncy Bond ETF(LEMB) | ETF | 464286517 | $246 | 7,200 | 0.0% |
| Fifth Third Bancorp(FITB) | COM | 316773100 | $245 | 7,300 | 0.0% |