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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
ABBOTT LABS COM 002824100 8,926 146,350 SH   SOLE   146,350 0 0
ALPHABET INC CAP STK CL A 02079K305 9,090 8,050 SH   SOLE   8,050 0 0
ANTHEM INC COM 036752103 10,247 43,050 SH   SOLE   43,050 0 0
BANK AMER CORP COM 060505104 10,063 356,975 SH   SOLE   356,975 0 0
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 10,405 95,200 SH   SOLE   95,200 0 0
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 10,948 212,450 SH   SOLE   212,450 0 0
DOMINOS PIZZA INC COM 25754A201 10,645 37,725 SH   SOLE   37,725 0 0
DOWDUPONT INC COM 26078J100 7,919 120,125 SH   SOLE   120,125 0 0
EMERSON ELEC CO COM 291011104 9,368 135,500 SH   SOLE   135,500 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506 1,642 21,625 SH   SOLE   21,625 0 0
LAUDER ESTEE COS INC CL A 518439104 8,565 60,025 SH   SOLE   60,025 0 0
SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 16,249 611,100 SH   SOLE   611,100 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 5,753 68,930 SH   SOLE   68,930 0 0
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 6,995 97,650 SH   SOLE   97,650 0 0
INVESCO EXCHNG TRADED FD TR SR LN ETF 46138G508 739 32,250 SH   SOLE   32,250 0 0
ISHARES TR 1 3 YR CR BD ETF 464288646 2,204 21,250 SH   SOLE   21,250 0 0
ISHARES TR CORE S&P500 ETF 464287200 139,372 510,425 SH   SOLE   0 0 510,425
MARATHON PETE CORP COM 56585A102 7,707 109,850 SH   SOLE   109,850 0 0
MICROSOFT CORP COM 594918104 8,029 81,425 SH   SOLE   81,425 0 0
NETAPP INC COM 64110D104 9,808 124,900 SH   SOLE   124,900 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 9,684 35,400 SH   SOLE   35,400 0 0
REPUBLIC SVCS INC COM 760759100 9,047 132,350 SH   SOLE   132,350 0 0
SALESFORCE COM INC COM 79466L302 8,464 62,050 SH   SOLE   62,050 0 0
SCHLUMBERGER LTD COM 806857108 5,971 89,075 SH   SOLE   89,075 0 0
SKECHERS U S A INC CL A 830566105 8,213 273,675 SH   SOLE   273,675 0 0
SPDR SERIES TRUST S&P BIOTECH 78464A870 6,168 64,800 SH   SOLE   64,800 0 0
SPDR SERIES TRUST S&P REGL BKG 78464A698 17,670 289,675 SH   SOLE   289,675 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 35,916 517,000 SH   SOLE   517,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 10,357 50,000 SH   SOLE   50,000 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 6,703 129,000 SH   SOLE   129,000 0 0
VANGUARD SCOTTSDALE FDS MORTG-BACK SEC 92206C771 1,542 30,000 SH   SOLE   30,000 0 0