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
ABBOTT LABS COM 002824100 BBG001S5N9M6 1,303,948 11,877 SH   SOLE   0 0 11,877
ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 847,560 5,244 SH   SOLE   0 0 5,244
ABRDN GOLD ETF TRUST PHYSCL GOLD SHS 00326A104 BBG001SCTFP8 910,082 52,094 SH   SOLE   0 0 52,094
ADOBE SYSTEMS INCORPORATED COM 00724F101 BBG001S5NCQ5 1,364,629 4,055 SH   SOLE   0 0 4,055
AGILENT TECHNOLOGIES INC COM 00846U101 BBG001SCTQY4 387,594 2,590 SH   SOLE   0 0 2,590
AIR PRODS & CHEMS INC COM 009158106 BBG001S5NSB6 1,573,798 5,105 SH   SOLE   0 0 5,105
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 2,733,427 30,981 SH   SOLE   0 0 30,981
AMAZON COM INC COM 023135106 BBG001S5PQL7 532,560 6,340 SH   SOLE   0 0 6,340
AMERICAN EXPRESS CO COM 025816109 BBG001S5P034 282,571 1,912 SH   SOLE   0 0 1,912
APPLE INC COM 037833100 BBG001S5N8V8 2,876,234 22,137 SH   SOLE   0 0 22,137
ARCHER DANIELS MIDLAND CO COM 039483102 BBG001S5ND74 2,041,705 21,989 SH   SOLE   0 0 21,989
AUTOZONE INC COM 053332102 BBG001S6Q5D9 2,796,648 1,134 SH   SOLE   0 0 1,134
BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 480,767 14,516 SH   SOLE   0 0 14,516
BERKSHIRE HATHAWAY INC DEL CL A 084670108 BBG001S902J2 468,711 1 SH   SOLE   0 0 1
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 1,269,888 4,111 SH   SOLE   0 0 4,111
BLACKROCK INC COM 09247X101 BBG001SDBP55 1,576,549 2,225 SH   SOLE   0 0 2,225
BLACKSTONE INC COM 09260D107 BBG001S7H949 1,356,497 18,284 SH   SOLE   0 0 18,284
CHENIERE ENERGY INC COM NEW 16411R208 BBG001S7W158 1,931,954 12,883 SH   SOLE   0 0 12,883
CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 1,414,293 7,880 SH   SOLE   0 0 7,880
CINTAS CORP COM 172908105 BBG001S7CRG1 377,345 836 SH   SOLE   0 0 836
CONSTELLATION BRANDS INC CL A 21036P108 BBG001SD31G5 1,327,153 5,727 SH   SOLE   0 0 5,727
CORTEVA INC COM 22052L104 BBG00BN969D0 803,090 13,663 SH   SOLE   0 0 13,663
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 1,088,280 2,384 SH   SOLE   0 0 2,384
CROWN CASTLE INC COM 22822V101 BBG001S7W5T3 667,639 4,922 SH   SOLE   0 0 4,922
CSX CORP COM 126408103 BBG001S5Q7Q3 1,059,121 34,187 SH   SOLE   0 0 34,187
CVS HEALTH CORP COM 126650100 BBG001S5QBD8 344,178 3,693 SH   SOLE   0 0 3,693
EATON CORP PLC SHS G29183103 BBG001S5QZ45 253,160 1,613 SH   SOLE   0 0 1,613
ENBRIDGE INC COM 29250N105 BBG001S6Q6D7 521,142 13,328 SH   SOLE   0 0 13,328
ENPHASE ENERGY INC COM 29355A107 BBG001V28NC6 1,106,208 4,175 SH   SOLE   0 0 4,175
EOG RES INC COM 26875P101 BBG001S5ZB93 249,534 1,927 SH   SOLE   0 0 1,927
EXXON MOBIL CORP COM 30231G102 BBG001S69V32 333,922 3,027 SH   SOLE   0 0 3,027
FIRST SOLAR INC COM 336433107 BBG001S991Z7 297,034 1,983 SH   SOLE   0 0 1,983
FORD MTR CO DEL COM 345370860 BBG001S5TZ33 1,323,583 113,808 SH   SOLE   0 0 113,808
FORTINET INC COM 34959E109 BBG001S77BL6 2,076,945 42,482 SH   SOLE   0 0 42,482
GALLAGHER ARTHUR J & CO COM 363576109 BBG001S5NKC2 1,241,559 6,585 SH   SOLE   0 0 6,585
GENERAL DYNAMICS CORP COM 369550108 BBG001S5RHP1 258,154 1,040 SH   SOLE   0 0 1,040
HCA HEALTHCARE INC COM 40412C101 BBG001T8NTY2 1,972,306 8,219 SH   SOLE   0 0 8,219
HONEYWELL INTL INC COM 438516106 BBG001S5X1N1 1,792,356 8,364 SH   SOLE   0 0 8,364
IDEXX LABS INC COM 45168D104 BBG001S5S4Y9 203,980 500 SH   SOLE   0 0 500
INTERNATIONAL BUSINESS MACHS COM 459200101 BBG001S5S399 557,607 3,958 SH   SOLE   0 0 3,958
INTUITIVE SURGICAL INC COM NEW 46120E602 BBG001S7XR78 1,825,343 6,879 SH   SOLE   0 0 6,879
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 BBG00KJR2NN7 1,137,424 8,053 SH   SOLE   0 0 8,053
IRON MTN INC DEL COM 46284V101 BBG001SCQ2X1 999,965 20,059 SH   SOLE   0 0 20,059
ISHARES GOLD TR ISHARES NEW 464285204 BBG001SJK6D5 784,985 22,694 SH   SOLE   0 0 22,694
ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 209,416 545 SH   SOLE   0 0 545
ISHARES TR EXPANDED TECH 464287515 BBG001S7W2J1 1,457,540 5,697 SH   SOLE   0 0 5,697
ISHARES TR U.S. TECH ETF 464287721 BBG001SFB7Z7 1,088,772 14,616 SH   SOLE   0 0 14,616
ISHARES TR US HLTHCR PR ETF 464288828 BBG001SQZ858 1,118,430 4,178 SH   SOLE   0 0 4,178
JACOBS SOLUTIONS INC COM 46982L108 BBG019C1BQS3 1,605,792 13,374 SH   SOLE   0 0 13,374
JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 2,606,910 19,440 SH   SOLE   0 0 19,440
LAM RESEARCH CORP COM 512807108 BBG001S5SW40 1,915,494 4,557 SH   SOLE   0 0 4,557
LOCKHEED MARTIN CORP COM 539830109 BBG001S7PS57 348,327 716 SH   SOLE   0 0 716
MASTEC INC COM 576323109 BBG001S95HF8 1,225,851 14,366 SH   SOLE   0 0 14,366
MERCADOLIBRE INC COM 58733R102 BBG001SM32G3 1,864,267 2,203 SH   SOLE   0 0 2,203
MICROSOFT CORP COM 594918104 BBG001S5TD05 2,744,163 11,443 SH   SOLE   0 0 11,443
MID-AMER APT CMNTYS INC COM 59522J103 BBG001S7HZ69 224,127 1,428 SH   SOLE   0 0 1,428
MONDELEZ INTL INC CL A 609207105 BBG001SHHZJ3 286,462 4,298 SH   SOLE   0 0 4,298
NEXTERA ENERGY INC COM 65339F101 BBG001S5RB29 2,823,108 33,769 SH   SOLE   0 0 33,769
NORTHROP GRUMMAN CORP COM 666807102 BBG001S5TP26 339,126 622 SH   SOLE   0 0 622
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 695,291 4,758 SH   SOLE   0 0 4,758
PARKER-HANNIFIN CORP COM 701094104 BBG001S5V554 323,301 1,111 SH   SOLE   0 0 1,111
PAYCHEX INC COM 704326107 BBG001S5V135 699,482 6,053 SH   SOLE   0 0 6,053
PFIZER INC COM 717081103 BBG001S5V466 231,742 4,523 SH   SOLE   0 0 4,523
PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 225,725 1,489 SH   SOLE   0 0 1,489
QUANTA SVCS INC COM 74762E102 BBG001S5VH85 1,725,941 12,112 SH   SOLE   0 0 12,112
RAYTHEON TECHNOLOGIES CORP COM 75513E101 BBG001S5X5Q9 575,364 5,701 SH   SOLE   0 0 5,701
RESMED INC COM 761152107 BBG001SBGRC2 1,415,494 6,801 SH   SOLE   0 0 6,801
SELECT SECTOR SPDR TR ENERGY 81369Y506 BBG001S7T1S7 2,027,732 23,182 SH   SOLE   0 0 23,182
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 BBG001S7T1Q9 1,939,975 15,020 SH   SOLE   0 0 15,020
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 BBG001S7T107 901,216 12,089 SH   SOLE   0 0 12,089
SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 BBG001S7R733 2,709,257 34,877 SH   SOLE   0 0 34,877
SOUTHERN COPPER CORP COM 84265V105 BBG001S6ZM88 210,459 3,485 SH   SOLE   0 0 3,485
SPDR GOLD TR GOLD SHS 78463V107 BBG001SCPX28 814,272 4,800 SH   SOLE   0 0 4,800
SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 396,274 1,036 SH   SOLE   0 0 1,036
STRYKER CORPORATION COM 863667101 BBG001S8FR03 2,136,837 8,740 SH   SOLE   0 0 8,740
THERMO FISHER SCIENTIFIC INC COM 883556102 BBG001S5WS08 2,160,943 3,924 SH   SOLE   0 0 3,924
UNION PAC CORP COM 907818108 BBG001S5X2M0 563,876 2,723 SH   SOLE   0 0 2,723
UNITED PARCEL SERVICE INC CL B 911312106 BBG001SDGSH1 645,509 3,713 SH   SOLE   0 0 3,713
VALMONT INDS INC COM 920253101 BBG001S5X650 1,506,255 4,555 SH   SOLE   0 0 4,555
VANECK MERK GOLD TR GOLD TRUST 921078101 BBG002WYN9L7 985,245 55,695 SH   SOLE   0 0 55,695
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 304,410 866 SH   SOLE   0 0 866
VISA INC COM CL A 92826C839 BBG001SRCFY3 1,825,483 8,786 SH   SOLE   0 0 8,786
ZOETIS INC CL A 98978V103 BBG0039320P7 1,713,190 11,690 SH   SOLE   0 0 11,690