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
CONOCOPHILLIPS COM 20825C104 4,457 44,569 SH   SOLE   44,569 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 761 10,418 SH   SOLE   10,418 0 0
ALBEMARLE CORP COM 012653101 896 4,052 SH   SOLE   4,052 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 3,310 36,673 SH   SOLE   36,673 0 0
AUTOLIV INC COM 052800109 1,232 16,120 SH   SOLE   16,120 0 0
BUNGE LIMITED COM G16962105 4,158 37,520 SH   SOLE   37,520 0 0
CUMMINS INC COM 231021106 287 1,399 SH   SOLE   1,399 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 12,604 35,714 SH   SOLE   35,714 0 0
BOSTON PROPERTIES INC COM 101121101 3,284 25,497 SH   SOLE   25,497 0 0
CHUBB LIMITED COM H1467J104 724 3,386 SH   SOLE   3,386 0 0
AMGEN INC COM 031162100 791 3,269 SH   SOLE   3,269 0 0
AMERICA MOVIL SAB DE CV SPON ADR L SHS 02364W105 3,148 148,850 SH   SOLE   148,850 0 0
BP PLC SPONSORED ADR 055622104 359 12,225 SH   SOLE   12,225 0 0
ALBERTSONS COS INC COMMON STOCK 013091103 1,207 36,295 SH   SOLE   36,295 0 0
COMCAST CORP NEW CL A 20030N101 2,900 61,930 SH   SOLE   61,930 0 0
CISCO SYS INC COM 17275R102 200 3,583 SH   SOLE   3,583 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 275 815 SH   SOLE   815 0 0
CAMECO CORP COM 13321L108 6,287 216,049 SH   SOLE   216,049 0 0
AMAZON COM INC COM 023135106 251 77 SH   SOLE   77 0 0
ANALOG DEVICES INC COM 032654105 2,177 13,180 SH   SOLE   13,180 0 0
COLGATE PALMOLIVE CO COM 194162103 225 2,965 SH   SOLE   2,965 0 0
ARCOS DORADOS HOLDINGS INC SHS CLASS -A - G0457F107 3,364 413,718 SH   SOLE   413,718 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100 275 24,425 SH   SOLE   24,425 0 0
BHP GROUP LTD SPONSORED ADS 088606108 692 8,962 SH   SOLE   8,962 0 0
APPLE INC COM 037833100 13,261 75,947 SH   SOLE   75,947 0 0
ALASKA AIR GROUP INC COM 011659109 3,488 60,119 SH   SOLE   60,119 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 559 2,457 SH   SOLE   2,457 0 0
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 215 3,802 SH   SOLE   3,802 0 0
AMERICAN TOWER CORP NEW COM 03027X100 295 1,175 SH   SOLE   1,175 0 0
CONSTELLATION ENERGY CORP COM 21037T109 6,602 117,367 SH   SOLE   117,367 0 0
CBRE GROUP INC CL A 12504L109 2,358 25,765 SH   SOLE   25,765 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101 624 9,227 SH   SOLE   9,227 0 0
KKR & CO INC COM 48251W104 3,031 51,840 SH   SOLE   51,840 0 0
ENPHASE ENERGY INC COM 29355A107 932 4,620 SH   SOLE   4,620 0 0
CHENIERE ENERGY INC COM NEW 16411R208 4,417 31,855 SH   SOLE   31,855 0 0
SCHWAB STRATEGIC TR US TIPS ETF 808524870 4,447 73,255 SH   SOLE   73,255 0 0
ALPHABET INC CAP STK CL A 02079K305 1,613 580 SH   SOLE   580 0 0
HSBC HLDGS PLC SPON ADR NEW 404280406 430 12,565 SH   SOLE   12,565 0 0
MICROSOFT CORP COM 594918104 5,565 18,051 SH   SOLE   18,051 0 0
FLUOR CORP NEW COM 343412102 6,410 223,425 SH   SOLE   223,425 0 0
KONTOOR BRANDS INC COM 50050N103 229 5,532 SH   SOLE   5,532 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 3,455 10,466 SH   SOLE   10,466 0 0
NATIONAL GRID PLC SPONSORED ADR NE 636274409 410 5,332 SH   SOLE   5,332 0 0
NRG ENERGY INC COM NEW 629377508 4,062 105,900 SH   SOLE   105,900 0 0
HASBRO INC COM 418056107 3,596 43,895 SH   SOLE   43,895 0 0
META PLATFORMS INC CL A 30303M102 2,726 12,260 SH   SOLE   12,260 0 0
JOHNSON & JOHNSON COM 478160104 495 2,791 SH   SOLE   2,791 0 0
NOVARTIS AG SPONSORED ADR 66987V109 447 5,095 SH   SOLE   5,095 0 0
NORTHROP GRUMMAN CORP COM 666807102 4,514 10,094 SH   SOLE   10,094 0 0
EMBRAER S.A. SPONSORED ADS 29082A107 3,462 274,515 SH   SOLE   274,515 0 0
SAP SE SPON ADR 803054204 260 2,340 SH   SOLE   2,340 0 0
LILLY ELI & CO COM 532457108 328 1,145 SH   SOLE   1,145 0 0
SUNNOVA ENERGY INTL INC. COM 86745K104 314 13,600 SH   SOLE   13,600 0 0
JBG SMITH PPTYS COM 46590V100 3,764 128,820 SH   SOLE   128,820 0 0
PFIZER INC COM 717081103 322 6,217 SH   SOLE   6,217 0 0
NXP SEMICONDUCTORS N V COM N6596X109 2,877 15,544 SH   SOLE   15,544 0 0
MERCK & CO INC COM 58933Y105 310 3,783 SH   SOLE   3,783 0 0
PHILLIPS 66 COM 718546104 224 2,590 SH   SOLE   2,590 0 0
ALPHABET INC CAP STK CL C 02079K107 1,036 371 SH   SOLE   371 0 0
PAYPAL HLDGS INC COM 70450Y103 801 6,925 SH   SOLE   6,925 0 0
ISHARES TR S&P SML 600 GWT 464287887 230 1,840 SH   SOLE   1,840 0 0
MOHAWK INDS INC COM 608190104 1,285 10,350 SH   SOLE   10,350 0 0
FIRST SOLAR INC COM 336433107 318 3,795 SH   SOLE   3,795 0 0
MONDELEZ INTL INC CL A 609207105 5,255 83,710 SH   SOLE   83,710 0 0
IRON MTN INC NEW COM 46284V101 4,097 73,947 SH   SOLE   73,947 0 0
HONDA MOTOR LTD AMERN SHS 438128308 299 10,595 SH   SOLE   10,595 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 4,380 33,686 SH   SOLE   33,686 0 0
EQUITABLE HLDGS INC COM 29452E101 2,596 83,970 SH   SOLE   83,970 0 0
PEOPLES UNITED FINANCIAL INC COM 712704105 223 11,135 SH   SOLE   11,135 0 0
JACOBS ENGR GROUP INC COM 469814107 4,157 30,163 SH   SOLE   30,163 0 0
LAM RESEARCH CORP COM 512807108 3,099 5,764 SH   SOLE   5,764 0 0
LENNAR CORP CL A 526057104 3,165 38,993 SH   SOLE   38,993 0 0
LIVENT CORP COM 53814L108 438 16,810 SH   SOLE   16,810 0 0
VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 1,781 37,079 SH   SOLE   37,079 0 0
VANGUARD INDEX FDS SMALL CP ETF 922908751 742 3,490 SH   SOLE   3,490 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 222 4,366 SH   SOLE   4,366 0 0
TESLA INC COM 88160R101 1,126 1,045 SH   SOLE   1,045 0 0
SONY GROUP CORPORATION SPONSORED ADR 835699307 4,571 44,501 SH   SOLE   44,501 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1,799 4,333 SH   SOLE   4,333 0 0
UBS GROUP AG SHS H42097107 403 20,600 SH   SOLE   20,600 0 0
VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308 177 10,632 SH   SOLE   10,632 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 603 1,336 SH   SOLE   1,336 0 0
TWITTER INC COM 90184L102 3,209 82,940 SH   SOLE   82,940 0 0
TARGET CORP COM 87612E106 2,754 12,976 SH   SOLE   12,976 0 0
TOYOTA MOTOR CORP ADS 892331307 323 1,790 SH   SOLE   1,790 0 0
V F CORP COM 918204108 1,614 28,380 SH   SOLE   28,380 0 0
SOUTHERN CO COM 842587107 222 3,056 SH   SOLE   3,056 0 0
SUZANO S A SPON ADS 86959K105 3,542 304,780 SH   SOLE   304,780 0 0
TELEFONICA BRASIL SA NEW ADR 87936R205 210 18,670 SH   SOLE   18,670 0 0
TELEFONICA S A SPONSORED ADR 879382208 179 37,355 SH   SOLE   37,355 0 0