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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AMERISOURCEBERGEN CORP COM 03073E105   2,029,119 12,245 SH   SOLE   0 0 12,245
APPLE INC COM 037833100   519,659 4,000 SH   SOLE   0 0 4,000
ARCH CAP GROUP LTD ORD G0450A105   1,474,263 23,483 SH   SOLE   0 0 23,483
BAKER HUGHES COMPANY CL A 05722G100   2,287,541 77,465 SH   SOLE   0 0 77,465
CARDINAL HEALTH INC COM 14149Y108   1,983,246 25,800 SH   SOLE   0 0 25,800
CHUBB LIMITED COM H1467J104   7,049,494 31,956 SH   SOLE   0 0 31,956
DECKERS OUTDOOR CORP COM 243537107   961,177 2,408 SH   SOLE   0 0 2,408
INVESTMENT MANAGERS SER TR I AXS SHORT INNOV 46144X628   1,284,637 23,567 SH   SOLE   0 0 23,567
ISHARES TR US BR DEL SE ETF 464288794   241,671 2,514 SH   SOLE   0 0 2,514
ISHARES TR U.S. INSRNCE ETF 464288786   242,850 2,657 SH   SOLE   0 0 2,657
ISHARES TR US HLTHCARE ETF 464287762   229,805 810 SH   SOLE   0 0 810
JUNIPER NETWORKS INC COM 48203R104   1,463,416 45,789 SH   SOLE   0 0 45,789
LILLY ELI & CO COM 532457108   6,693,774 18,297 SH   SOLE   0 0 18,297
MERCK & CO INC COM 58933Y105   6,852,494 61,762 SH   SOLE   0 0 61,762
PROGRESSIVE CORP COM 743315103   6,638,817 51,182 SH   SOLE   0 0 51,182
PROSHARES TR SHORT QQQ NEW 74347B714   6,674,504 453,431 SH   SOLE   0 0 453,431
QUANTA SVCS INC COM 74762E102   1,378,403 9,673 SH   SOLE   0 0 9,673
RESTAURANT BRANDS INTL INC COM 76131D103   1,403,662 21,705 SH   SOLE   0 0 21,705
SCHWAB STRATEGIC TR US LCAP VA ETF 808524409   767,284 11,622 SH   SOLE   0 0 11,622
TECK RESOURCES LTD CL B 878742204   1,421,162 37,577 SH   SOLE   0 0 37,577
UNITED RENTALS INC COM 911363109   1,725,920 4,856 SH   SOLE   0 0 4,856
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844   558,808 3,680 SH   SOLE   0 0 3,680
VANGUARD STAR FDS VG TL INTL STK F 921909768   258,600 5,000 SH   SOLE   0 0 5,000
WISDOMTREE TR US LARGECAP DIVD 97717W307   488,352 7,883 SH   SOLE   0 0 7,883
YAMANA GOLD INC COM 98462Y100   111,000 20,000 SH   SOLE   0 0 20,000
ZEDGE INC CL B 98923T104   28,160 16,000 SH   SOLE   0 0 16,000