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
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   221,073 630 SH   SOLE   630 0 0
AGCO CORP COM 001084102   3,808,632 31,370 SH   SOLE   31,370 0 0
ALBEMARLE CORP COM 012653101   585,433 4,052 SH   SOLE   4,052 0 0
ALPHABET INC CAP STK CL C 02079K107   980,309 6,956 SH   SOLE   6,956 0 0
ALPHABET INC CAP STK CL A 02079K305   5,768,219 41,293 SH   SOLE   41,293 0 0
AMAZON COM INC COM 023135106   284,128 1,870 SH   SOLE   1,870 0 0
AMERICA MOVIL SAB DE CV SPON ADS RP CL B 02390A101   2,480,847 133,955 SH   SOLE   133,955 0 0
AMERICAN TOWER CORP NEW COM 03027X100   214,369 993 SH   SOLE   993 0 0
AMGEN INC COM 031162100   801,272 2,782 SH   SOLE   2,782 0 0
ANALOG DEVICES INC COM 032654105   2,809,823 14,151 SH   SOLE   14,151 0 0
APA CORPORATION COM 03743Q108   2,769,649 77,192 SH   SOLE   77,192 0 0
APPLE INC COM 037833100   9,655,578 50,151 SH   SOLE   50,151 0 0
ARCHER DANIELS MIDLAND CO COM 039483102   4,223,426 58,480 SH   SOLE   58,480 0 0
ARCOS DORADOS HOLDINGS INC SHS CLASS -A - G0457F107   3,566,715 281,065 SH   SOLE   281,065 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100   410,340 24,425 SH   SOLE   24,425 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   404,952 535 SH   SOLE   535 0 0
AUTOLIV INC COM 052800109   4,004,305 36,340 SH   SOLE   36,340 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103   564,486 2,423 SH   SOLE   2,423 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   12,437,091 34,871 SH   SOLE   34,871 0 0
BHP GROUP LTD SPONSORED ADS 088606108   571,686 8,369 SH   SOLE   8,369 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101   736,326 11,046 SH   SOLE   11,046 0 0
BP PLC SPONSORED ADR 055622104   297,360 8,400 SH   SOLE   8,400 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   603,457 11,761 SH   SOLE   11,761 0 0
BROOKFIELD RENEWABLE PARTNER PARTNERSHIP UNIT G16258108   375,278 14,280 SH   SOLE   14,280 0 0
BUNGE GLOBAL SA COM SHS H11356104   5,535,593 54,835 SH   SOLE   54,835 0 0
BWX TECHNOLOGIES INC COM 05605H100   3,983,898 51,921 SH   SOLE   51,921 0 0
CAMECO CORP COM 13321L108   3,992,310 92,629 SH   SOLE   92,629 0 0
CBRE GROUP INC CL A 12504L109   2,825,654 30,354 SH   SOLE   30,354 0 0
CHENIERE ENERGY INC COM NEW 16411R208   3,512,700 20,577 SH   SOLE   20,577 0 0
CHUBB LIMITED COM H1467J104   765,236 3,386 SH   SOLE   3,386 0 0
COLGATE PALMOLIVE CO COM 194162103   218,405 2,740 SH   SOLE   2,740 0 0
CONOCOPHILLIPS COM 20825C104   3,064,480 26,402 SH   SOLE   26,402 0 0
CONSTELLATION ENERGY CORP COM 21037T109   5,786,172 49,501 SH   SOLE   49,501 0 0
CUMMINS INC COM 231021106   253,225 1,057 SH   SOLE   1,057 0 0
ELI LILLY & CO COM 532457108   578,840 993 SH   SOLE   993 0 0
EMBRAER S.A. SPONSORED ADS 29082A107   2,266,121 122,825 SH   SOLE   122,825 0 0
ENPHASE ENERGY INC COM 29355A107   610,487 4,620 SH   SOLE   4,620 0 0
FIDELITY NATL INFORMATION SV COM 31620M106   3,492,590 58,142 SH   SOLE   58,142 0 0
FIRST SOLAR INC COM 336433107   335,085 1,945 SH   SOLE   1,945 0 0
FLUOR CORP NEW COM 343412102   7,547,824 192,694 SH   SOLE   192,694 0 0
FREEPORT-MCMORAN INC CL B 35671D857   3,859,822 90,670 SH   SOLE   90,670 0 0
HANNON ARMSTRONG SUST INFR C COM 41068X100   393,429 14,265 SH   SOLE   14,265 0 0
HERSHEY CO COM 427866108   4,963,779 26,624 SH   SOLE   26,624 0 0
HONDA MOTOR LTD ADR ECH CNV IN 3 438128308   291,327 9,425 SH   SOLE   9,425 0 0
HSBC HLDGS PLC SPON ADR NEW 404280406   319,861 7,890 SH   SOLE   7,890 0 0
ILLINOIS TOOL WKS INC COM 452308109   220,030 840 SH   SOLE   840 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   5,953,384 36,401 SH   SOLE   36,401 0 0
IRON MTN INC DEL COM 46284V101   5,030,442 71,884 SH   SOLE   71,884 0 0
ITURAN LOCATION AND CONTROL SHS M6158M104   1,611,028 59,142 SH   SOLE   59,142 0 0
JACOBS SOLUTIONS INC COM 46982L108   4,745,748 36,562 SH   SOLE   36,562 0 0
JOHNSON & JOHNSON COM 478160104   520,063 3,318 SH   SOLE   3,318 0 0
KIMCO RLTY CORP COM 49446R109   4,185,710 196,420 SH   SOLE   196,420 0 0
KONTOOR BRANDS INC COM 50050N103   345,307 5,532 SH   SOLE   5,532 0 0
LAM RESEARCH CORP COM 512807108   4,018,124 5,130 SH   SOLE   5,130 0 0
LENNAR CORP CL A 526057104   4,769,280 32,000 SH   SOLE   32,000 0 0
LIVENT CORP COM 53814L108   302,244 16,810 SH   SOLE   16,810 0 0
MERCK & CO INC COM 58933Y105   413,295 3,791 SH   SOLE   3,791 0 0
META PLATFORMS INC CL A 30303M102   5,197,549 14,684 SH   SOLE   14,684 0 0
MICROSOFT CORP COM 594918104   6,629,585 17,630 SH   SOLE   17,630 0 0
MONDELEZ INTL INC CL A 609207105   3,110,724 42,948 SH   SOLE   42,948 0 0
NATIONAL GRID PLC SPONSORED ADR NE 636274409   356,064 5,237 SH   SOLE   5,237 0 0
NETFLIX INC COM 64110L106   750,769 1,542 SH   SOLE   1,542 0 0
NEXTERA ENERGY INC COM 65339F101   372,458 6,132 SH   SOLE   6,132 0 0
NOVARTIS AG SPONSORED ADR 66987V109   528,275 5,232 SH   SOLE   5,232 0 0
NRG ENERGY INC COM NEW 629377508   1,129,387 21,845 SH   SOLE   21,845 0 0
NXP SEMICONDUCTORS N V COM N6596X109   3,853,801 16,779 SH   SOLE   16,779 0 0
OWENS CORNING NEW COM 690742101   374,281 2,525 SH   SOLE   2,525 0 0
PFIZER INC COM 717081103   561,088 19,489 SH   SOLE   19,489 0 0
PHILLIPS 66 COM 718546104   260,289 1,955 SH   SOLE   1,955 0 0
PROSHARES TR SP500 EX HLTH 74347B565   350,285 3,481 SH   SOLE   3,481 0 0
SAP SE SPON ADR 803054204   378,746 2,450 SH   SOLE   2,450 0 0
SCHWAB CHARLES CORP COM 808513105   3,422,250 49,742 SH   SOLE   49,742 0 0
SCHWAB STRATEGIC TR US TIPS ETF 808524870   2,957,652 56,660 SH   SOLE   56,660 0 0
SONY GROUP CORP SPONSORED ADR 835699307   4,670,111 49,320 SH   SOLE   49,320 0 0
SOUTHERN CO COM 842587107   3,715,098 52,982 SH   SOLE   52,982 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   711,064 1,496 SH   SOLE   1,496 0 0
TARGET CORP COM 87612E106   5,032,696 35,337 SH   SOLE   35,337 0 0
TELEFONICA BRASIL SA NEW ADR 87936R205   200,968 18,370 SH   SOLE   18,370 0 0
TELEFONICA S A SPONSORED ADR 879382208   302,344 77,524 SH   SOLE   77,524 0 0
TESLA INC COM 88160R101   595,110 2,395 SH   SOLE   2,395 0 0
TOTALENERGIES SE SPONSORED ADS 89151E109   254,360 3,775 SH   SOLE   3,775 0 0
TOYOTA MOTOR CORP ADS 892331307   326,416 1,780 SH   SOLE   1,780 0 0
UBS GROUP AG SHS H42097107   394,902 12,780 SH   SOLE   12,780 0 0
V F CORP COM 918204108   318,096 16,920 SH   SOLE   16,920 0 0
VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308   92,498 10,632 SH   SOLE   10,632 0 0
WOODSIDE ENERGY GROUP LTD SPONSORED ADR 980228308   312,807 14,832 SH   SOLE   14,832 0 0