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
ACADIA HEALTHCARE CLASS A 00404A109 1,013 20,150 SH   SOLE   20,150 0 0
ADOBE INC COMMON 00724F101 4,404 8,805 SH   SOLE   8,805 0 0
ALIBABA GROUP HLDG SPN ADS 8 ORD SHS 01609W102 1,367 5,875 SH   SOLE   5,875 0 0
ALPHABET INC CLASS C 02079K107 1,804 1,030 SH   SOLE   1,030 0 0
ALPHABET INC CLASS A 02079K305 358 204 SH   SOLE   204 0 0
AMAZON COM INC COMMON 023135106 1,749 537 SH   SOLE   537 0 0
APPLE INC COMMON 037833100 2,871 21,640 SH   SOLE   21,640 0 0
BANK OF AMERICA CORP COMMON 060505104 2,022 66,700 SH   SOLE   66,700 0 0
BERKSHIRE HATHAWAY CLASS B 084670702 8,064 34,777 SH   SOLE   34,777 0 0
BRISTOL MYERS SQUIBB COMMON 110122108 4,040 65,125 SH   SOLE   65,125 0 0
CATERPILLAR INC COMMON 149123101 1,811 9,950 SH   SOLE   9,950 0 0
CISCO SYSTEMS INC COMMON 17275R102 204 4,550 SH   SOLE   4,550 0 0
CITIGROUP INC COMMON 172967424 992 16,090 SH   SOLE   16,090 0 0
COMCAST CORP CLASS A 20030N101 1,572 30,000 SH   SOLE   30,000 0 0
CUMMINS INC COMMON 231021106 2,033 8,950 SH   SOLE   8,950 0 0
FACEBOOK INC CLASS A 30303M102 1,795 6,570 SH   SOLE   6,570 0 0
FEDEX CORP COMMON 31428X106 2,509 9,665 SH   SOLE   9,665 0 0
FREEPORT-MCMORAN INC COMMON 35671D857 2,982 114,615 SH   SOLE   114,615 0 0
GENERAL ELECTRIC CO COMMON 369604103 2,281 211,200 SH   SOLE   211,200 0 0
ISHARES MSCI GERMANY ETF 464286806 2,914 91,725 SH   SOLE   77,285 0 14,440
ISHARES 7-10 Y TR BD ETF 464287440 841 7,015 SH   SOLE   7,015 0 0
ISHARES RUSSELL 2000 ETF 464287655 7,477 38,138 SH   SOLE   36,628 0 1,510
ISHARES MSCI ACWI US ETF 464288240 13,525 254,995 SH   SOLE   228,955 0 26,040
ISHARES EAFE SML CP ETF 464288273 492 7,200 SH   SOLE   5,760 0 1,440
ISHARES U.S. MED DVC ETF 464288810 18,143 55,433 SH   SOLE   53,513 0 1,920
ISHARES INC MSCI CDA INDEX 464286509 6,154 199,550 SH   SOLE   170,790 0 28,760
ISHARES INC MSCI EMERG MRKT 464286533 332 5,440 SH   SOLE   4,340 0 1,100
ISHARES INC MSCI TAIWAN ETF 46434G772 7,788 146,730 SH   SOLE   123,680 0 23,050
ISHARES INC MSCI JAPAN ETF 46434G822 7,239 107,150 SH   SOLE   90,900 0 16,250
ISHARES TR PFD AND INCM SEC 464288687 809 21,010 SH   SOLE   20,410 0 600
JPMORGAN CHASE & CO COMMON 46625H100 5,018 39,490 SH   SOLE   39,490 0 0
LAS VEGAS SANDS CORP COMMON 517834107 1,211 20,325 SH   SOLE   20,325 0 0
LOAN FOR JEREMIAH C. JOHNSON 3.125 APR 24 22 61911D9C7 14 13,839 PRN   SOLE   13,839 0 0
LYONDELLBASELL INDUS SHARES A N53745100 692 7,550 SH   SOLE   7,550 0 0
MACYS INC COMMON 55616P104 1,362 121,110 SH   SOLE   121,110 0 0
MATTEL INC COMMON 577081102 1,738 99,600 SH   SOLE   99,600 0 0
MERCADOLIBRE INC COMMON 58733R102 2,530 1,510 SH   SOLE   1,510 0 0
MERCK & CO INC COMMON 58933Y105 539 6,585 SH   SOLE   6,585 0 0
MICROSOFT CORP COMMON 594918104 9,192 41,325 SH   SOLE   41,325 0 0
OCCIDENTAL PETE CORP COMMON 674599105 230 13,300 SH   SOLE   13,300 0 0
OPKO HEALTH INC COMMON 68375N103 77 19,500 SH   SOLE   19,500 0 0
PFIZER INC COMMON 717081103 752 20,419 SH   SOLE   20,419 0 0
PROSHARES TR PSHS ULTSH 20YRS 74347B201 330 20,080 SH   SOLE   16,504 0 3,576
PROSHARES TR ETF PSHS ULSHT 7-10Y 74347R313 1,144 73,985 SH   SOLE   73,985 0 0
ROYAL DUTCH SHELL SPON ADR B 780259107 329 9,800 SH   SOLE   9,800 0 0
SEAGATE TECHNOLOGY COMMON G7945M107 1,181 19,000 SH   SOLE   19,000 0 0
SELECT SECTOR SPDR MATERIALS 81369Y100 12,921 178,491 SH   SOLE   171,231 0 7,260
SELECT SECTOR SPDR HEALTH CARE 81369Y209 16,696 147,180 SH   SOLE   141,430 0 5,750
SPDR S&P 500 ETF TR UNITS SER 1 S&P 78462F103 34,641 92,653 SH   SOLE   92,653 0 0
SPDR S&P BIOTECH SPDR SERIES TRUST 78464A870 23,655 168,025 SH   SOLE   162,635 0 5,390
SPDR S&P MIDCAP 400 ETF TRUTSER1 S&PDCR 78467Y107 17,849 42,505 SH   SOLE   42,145 0 360
SPDR SERIES TRUST AEROSPACE DEF 78464A631 23,321 203,250 SH   SOLE   195,480 0 7,770
UNITED RENTALS INC COMMON 911363109 2,657 11,455 SH   SOLE   11,455 0 0
VANGUARD BD INDEX FD ETF SHORT TRM BOND 921937827 213 2,570 SH   SOLE   2,570 0 0
VANGUARD INDEX TR SMALL CAP GROWTH 922908595 3,894 14,550 SH   SOLE   13,920 0 630
VANGUARD INTL EQ IND PACIFIC 922042866 245 3,080 SH   SOLE   2,480 0 600
VANGUARD INTL EQ IND FTSE EUROPE ETF 922042874 336 5,570 SH   SOLE   4,430 0 1,140
WELLS FARGO & CO COMMON 949746101 676 22,400 SH   SOLE   22,400 0 0