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
3M CO COM 88579Y101 2,400 12,203 SH   SOLE 12,203 0 0
ALBEMARLE CORP COM 012653101 1,436 15,225 SH   SOLE 15,225 0 0
ALPHABET INC CAP STK CL A 02079K305 2,991 2,649 SH   SOLE 2,649 0 0
AMAZON COM INC COM 023135106 4,384 2,579 SH   SOLE 2,579 0 0
APPLE INC COM 037833100 4,402 23,780 SH   SOLE 23,780 0 0
BANCORPSOUTH BK TUPELO MISS COM 05971J102 923 28,000 SH   SOLE 28,000 0 0
BANK AMER CORP COM 060505104 2,719 96,462 SH   SOLE 96,462 0 0
BECTON DICKINSON & CO COM 075887109 2,649 11,058 SH   SOLE 11,058 0 0
BLACKBERRY LTD COM 09228F103 109 11,260 SH   SOLE 11,260 0 0
BLACKROCK INC COM 09247X101 2,474 4,959 SH   SOLE 4,959 0 0
BOX INC CL A 10316T104 2,754 110,219 SH   SOLE 110,219 0 0
CATERPILLAR INC DEL COM 149123101 2,163 15,940 SH   SOLE 15,940 0 0
CELGENE CORP COM 151020104 1,184 14,907 SH   SOLE 14,907 0 0
CENTENE CORP DEL COM 15135B101 1,402 11,376 SH   SOLE 11,376 0 0
CF INDS HLDGS INC COM 125269100 2,829 63,723 SH   SOLE 63,723 0 0
CHEVRON CORP NEW COM 166764100 2,457 19,431 SH   SOLE 19,431 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 1,639 3,800 SH   SOLE 3,800 0 0
CITIGROUP INC COM NEW 172967424 1,419 21,199 SH   SOLE 21,199 0 0
CLEVELAND CLIFFS INC COM 185899101 424 50,334 SH   SOLE 50,334 0 0
CONOCOPHILLIPS COM 20825C104 211 3,035 SH   SOLE 3,035 0 0
CONSTELLATION BRANDS INC CL A 21036P108 1,170 5,345 SH   SOLE 5,345 0 0
CORE LABORATORIES N V COM N22717107 1,349 10,690 SH   SOLE 10,690 0 0
CULLEN FROST BANKERS INC COM 229899109 2,428 22,428 SH   SOLE 22,428 0 0
EASTMAN CHEM CO COM 277432100 1,103 11,030 SH   SOLE 11,030 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 1,502 10,316 SH   SOLE 10,316 0 0
EOG RES INC COM 26875P101 1,517 12,189 SH   SOLE 12,189 0 0
ETFS GOLD TR SHS 26922Y105 8,986 74,285 SH   SOLE 74,285 0 0
EXXON MOBIL CORP COM 30231G102 4,642 56,106 SH   SOLE 56,106 0 0
EYEPOINT PHARMACEUTICALS INC COM 30233G100 39 18,900 SH   SOLE 18,900 0 0
FEDEX CORP COM 31428X106 1,140 5,020 SH   SOLE 5,020 0 0
GILEAD SCIENCES INC COM 375558103 2,462 34,750 SH   SOLE 34,750 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 1,377 15,507 SH   SOLE 15,507 0 0
HONEYWELL INTL INC COM 438516106 3,868 26,849 SH   SOLE 26,849 0 0
HUMANA INC COM 444859102 2,534 8,515 SH   SOLE 8,515 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 2,339 16,743 SH   SOLE 16,743 0 0
IQVIA HLDGS INC COM 46266C105 1,414 14,167 SH   SOLE 14,167 0 0
ISHARES INC CORE MSCI EMKT 46434G103 371 7,073 SH   SOLE 7,073 0 0
ISHARES TR CORE S&P SCP ETF 464287804 2,136 25,588 SH   SOLE 25,588 0 0
ISHARES TR CORE S&P500 ETF 464287200 418 1,532 SH   SOLE 1,532 0 0
ISHARES TR MSCI EAFE ETF 464287465 434 6,481 SH   SOLE 6,481 0 0
ISHARES US ETF TR COMMOD SEL STG 46431W853 1,019 26,088 SH   SOLE 26,088 0 0
JPMORGAN CHASE & CO COM 46625H100 3,900 37,430 SH   SOLE 37,430 0 0
LAUDER ESTEE COS INC CL A 518439104 1,451 10,170 SH   SOLE 10,170 0 0
LEGGETT & PLATT INC COM 524660107 2,480 55,549 SH   SOLE 55,549 0 0
LOCKHEED MARTIN CORP COM 539830109 2,331 7,891 SH   SOLE 7,891 0 0
MARTIN MARIETTA MATLS INC COM 573284106 2,664 11,927 SH   SOLE 11,927 0 0
MASIMO CORP COM 574795100 1,420 14,540 SH   SOLE 14,540 0 0
MASTERCARD INCORPORATED CL A 57636Q104 1,573 8,003 SH   SOLE 8,003 0 0
MERCADOLIBRE INC COM 58733R102 1,589 5,314 SH   SOLE 5,314 0 0
MERCK & CO INC COM 58933Y105 2,486 40,962 SH   SOLE 40,962 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 2,340 25,732 SH   SOLE 25,732 0 0
MICROSOFT CORP COM 594918104 2,900 29,413 SH   SOLE 29,413 0 0
PALO ALTO NETWORKS INC COM 697435105 1,528 7,437 SH   SOLE 7,437 0 0
PAYPAL HLDGS INC COM 70450Y103 1,382 16,602 SH   SOLE 16,602 0 0
POLARIS INDS INC COM 731068102 1,511 12,364 SH   SOLE 12,364 0 0
POST HLDGS INC COM 737446104 1,482 17,232 SH   SOLE 17,232 0 0
PRAXAIR INC COM 74005P104 2,533 16,015 SH   SOLE 16,015 0 0
PROCTER AND GAMBLE CO COM 742718109 2,491 31,916 SH   SOLE 31,916 0 0
PROGRESSIVE CORP OHIO COM 743315103 1,368 23,132 SH   SOLE 23,132 0 0
PROSHARES TR PSHS ULTSH 20YRS 74347B201 390 10,855 SH   SOLE 10,855 0 0
PVH CORP COM 693656100 1,367 9,131 SH   SOLE 9,131 0 0
QUALCOMM INC COM 747525103 2,452 43,684 SH   SOLE 43,684 0 0
ROPER TECHNOLOGIES INC COM 776696106 1,367 4,956 SH   SOLE 4,956 0 0
RSP PERMIAN INC COM 74978Q105 1,304 29,612 SH   SOLE 29,612 0 0
SCHLUMBERGER LTD COM 806857108 2,352 35,092 SH   SOLE 35,092 0 0
SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 14,092 544,289 SH   SOLE 544,289 0 0
SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 14,556 440,429 SH   SOLE 440,429 0 0
SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 1,628 33,039 SH   SOLE 33,039 0 0
SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 13,221 174,471 SH   SOLE 174,471 0 0
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 3,413 52,518 SH   SOLE 52,518 0 0
SCHWAB STRATEGIC TR US SML CAP ETF 808524607 30,244 411,096 SH   SOLE 411,096 0 0
SILICON LABORATORIES INC COM 826919102 618 6,200 SH   SOLE 6,200 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 2,364 24,463 SH   SOLE 24,463 0 0
SM ENERGY CO COM 78454L100 244 9,502 SH   SOLE 9,502 0 0
SOPHIRIS BIO INC COM NEW 83578Q209 95 33,728 SH   SOLE 33,728 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 1,358 5,004 SH   SOLE 5,004 0 0
STARBUCKS CORP COM 855244109 2,137 43,744 SH   SOLE 43,744 0 0
STERICYCLE INC COM 858912108 1,314 20,119 SH   SOLE 20,119 0 0
TESLA INC COM 88160R101 332 969 SH   SOLE 969 0 0
TRACTOR SUPPLY CO COM 892356106 2,804 36,659 SH   SOLE 36,659 0 0
TRAVELERS COMPANIES INC COM 89417E109 2,262 18,486 SH   SOLE 18,486 0 0
UNITED STS COMMODITY INDEX F COMM IDX FND 911717106 9,664 221,035 SH   SOLE 221,035 0 0
UNITED TECHNOLOGIES CORP COM 913017109 2,450 19,596 SH   SOLE 19,596 0 0
V F CORP COM 918204108 2,669 32,742 SH   SOLE 32,742 0 0
VANGUARD GROUP DIV APP ETF 921908844 238 2,341 SH   SOLE 2,341 0 0
VISA INC COM CL A 92826C839 2,241 16,919 SH   SOLE 16,919 0 0
WALMART INC COM 931142103 2,458 28,700 SH   SOLE 28,700 0 0
WELLS FARGO CO NEW COM 949746101 2,582 46,577 SH   SOLE 46,577 0 0
WILLIAMS SONOMA INC COM 969904101 2,797 45,561 SH   SOLE 45,561 0 0