The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| CDW CORP | COM | 12514G108 | BBG001V18TB6 | 9,249,772 | 36,163 | SH | SOLE | 0 | 0 | 36,163 | ||
| D R HORTON INC | COM | 23331A109 | BBG001S8M692 | 4,185,165 | 25,434 | SH | SOLE | 0 | 0 | 25,434 | ||
| ISHARES GOLD TR | ISHARES NEW | 464285204 | BBG001SJK6D5 | 23,302,233 | 554,683 | SH | SOLE | 0 | 0 | 554,683 | ||
| ISHARES TR | 0-3 MNTH TREASRY | 46436E718 | BBG00TZR7YF0 | 51,828,488 | 514,631 | SH | SOLE | 0 | 0 | 514,631 | ||
| ISHARES TR | SHORT TREAS BD | 464288679 | BBG001SSD803 | 30,665,675 | 277,417 | SH | SOLE | 0 | 0 | 277,417 | ||
| KNIGHT-SWIFT TRANSN HLDGS IN | CL A | 499049104 | BBG001T9BTS0 | 7,723,488 | 140,376 | SH | SOLE | 0 | 0 | 140,376 | ||
| MARTIN MARIETTA MATLS INC | COM | 573284106 | BBG001S7QC51 | 4,803,467 | 7,824 | SH | SOLE | 0 | 0 | 7,824 | ||
| SPDR GOLD TR | GOLD SHS | 78463V107 | BBG001SCPX28 | 23,396,330 | 113,729 | SH | SOLE | 0 | 0 | 113,729 | ||
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | BBG001S5WS08 | 8,545,531 | 14,703 | SH | SOLE | 0 | 0 | 14,703 | ||
| UNITEDHEALTH GROUP INC | COM | 91324P102 | BBG001S6WCJ1 | 7,366,083 | 14,890 | SH | SOLE | 0 | 0 | 14,890 | ||
| VANECK ETF TRUST | GOLD MINERS ETF | 92189F106 | BBG001SR42Z0 | 7,238,166 | 228,911 | SH | SOLE | 0 | 0 | 228,911 | ||