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
ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 833,272 5,229 SH   SOLE   0 0 5,229
ABRDN GOLD ETF TRUST PHYSCL GOLD SHS 00326A104 BBG001SCTFP8 991,902 52,565 SH   SOLE   0 0 52,565
AGILENT TECHNOLOGIES INC COM 00846U101 BBG001SCTQY4 358,301 2,590 SH   SOLE   0 0 2,590
AIR PRODS & CHEMS INC COM 009158106 BBG001S5NSB6 1,466,084 5,104 SH   SOLE   0 0 5,104
AIRBNB INC COM CL A 009066101 BBG001Y2XS16 1,245,369 10,011 SH   SOLE   0 0 10,011
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 3,315,388 31,962 SH   SOLE   0 0 31,962
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 212,264 2,041 SH   SOLE   0 0 2,041
AMAZON COM INC COM 023135106 BBG001S5PQL7 654,859 6,340 SH   SOLE   0 0 6,340
AMERICAN EXPRESS CO COM 025816109 BBG001S5P034 241,721 1,465 SH   SOLE   0 0 1,465
APPLE INC COM 037833100 BBG001S5N8V8 3,482,626 21,120 SH   SOLE   0 0 21,120
APTIV PLC SHS G6095L109 BBG001TRL2T7 1,280,985 11,418 SH   SOLE   0 0 11,418
ARCHER DANIELS MIDLAND CO COM 039483102 BBG001S5ND74 1,676,070 21,040 SH   SOLE   0 0 21,040
AUTOZONE INC COM 053332102 BBG001S6Q5D9 2,716,256 1,105 SH   SOLE   0 0 1,105
BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 415,266 14,520 SH   SOLE   0 0 14,520
BERKSHIRE HATHAWAY INC DEL CL A 084670108 BBG001S902J2 465,600 1 SH   SOLE   0 0 1
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 1,266,575 4,102 SH   SOLE   0 0 4,102
BLACKROCK INC COM 09247X101 BBG001SDBP55 1,370,045 2,048 SH   SOLE   0 0 2,048
BLACKSTONE INC COM 09260D107 BBG001S7H949 1,643,244 18,707 SH   SOLE   0 0 18,707
CAMECO CORP COM 13321L108 BBG001S5Y5S6 201,274 7,691 SH   SOLE   0 0 7,691
CHENIERE ENERGY INC COM NEW 16411R208 BBG001S7W158 1,983,909 12,588 SH   SOLE   0 0 12,588
CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 1,288,052 7,894 SH   SOLE   0 0 7,894
CINTAS CORP COM 172908105 BBG001S7CRG1 386,692 836 SH   SOLE   0 0 836
CORTEVA INC COM 22052L104 BBG00BN969D0 841,100 13,946 SH   SOLE   0 0 13,946
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 1,190,396 2,396 SH   SOLE   0 0 2,396
CSX CORP COM 126408103 BBG001S5Q7Q3 1,025,873 34,264 SH   SOLE   0 0 34,264
EATON CORP PLC SHS G29183103 BBG001S5QZ45 278,073 1,623 SH   SOLE   0 0 1,623
ENBRIDGE INC COM 29250N105 BBG001S6Q6D7 510,435 13,380 SH   SOLE   0 0 13,380
ENPHASE ENERGY INC COM 29355A107 BBG001V28NC6 1,007,452 4,791 SH   SOLE   0 0 4,791
EOG RES INC COM 26875P101 BBG001S5ZB93 221,021 1,928 SH   SOLE   0 0 1,928
EXXON MOBIL CORP COM 30231G102 BBG001S69V32 331,985 3,027 SH   SOLE   0 0 3,027
FIRST SOLAR INC COM 336433107 BBG001S991Z7 1,465,298 6,737 SH   SOLE   0 0 6,737
FORD MTR CO DEL COM 345370860 BBG001S5TZ33 1,450,889 115,150 SH   SOLE   0 0 115,150
FORTINET INC COM 34959E109 BBG001S77BL6 2,878,582 43,313 SH   SOLE   0 0 43,313
GALLAGHER ARTHUR J & CO COM 363576109 BBG001S5NKC2 1,507,590 7,880 SH   SOLE   0 0 7,880
GENERAL DYNAMICS CORP COM 369550108 BBG001S5RHP1 237,565 1,041 SH   SOLE   0 0 1,041
HCA HEALTHCARE INC COM 40412C101 BBG001T8NTY2 2,246,576 8,520 SH   SOLE   0 0 8,520
HONEYWELL INTL INC COM 438516106 BBG001S5X1N1 1,512,876 7,916 SH   SOLE   0 0 7,916
IDEXX LABS INC COM 45168D104 BBG001S5S4Y9 250,040 500 SH   SOLE   0 0 500
INTERNATIONAL BUSINESS MACHS COM 459200101 BBG001S5S399 491,784 3,751 SH   SOLE   0 0 3,751
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 BBG00KJR2NN7 1,181,461 8,169 SH   SOLE   0 0 8,169
IRON MTN INC DEL COM 46284V101 BBG001SCQ2X1 1,097,697 20,746 SH   SOLE   0 0 20,746
ISHARES GOLD TR ISHARES NEW 464285204 BBG001SJK6D5 848,075 22,694 SH   SOLE   0 0 22,694
ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 224,849 547 SH   SOLE   0 0 547
ISHARES TR EXPANDED TECH 464287515 BBG001S7W2J1 1,904,634 6,251 SH   SOLE   0 0 6,251
ISHARES TR U.S. TECH ETF 464287721 BBG001SFB7Z7 1,344,513 14,487 SH   SOLE   0 0 14,487
ISHARES TR US HLTHCR PR ETF 464288828 BBG001SQZ858 1,194,211 4,831 SH   SOLE   0 0 4,831
JACOBS SOLUTIONS INC COM 46982L108 BBG019C1BQS3 1,576,232 13,414 SH   SOLE   0 0 13,414
LAM RESEARCH CORP COM 512807108 BBG001S5SW40 2,489,938 4,697 SH   SOLE   0 0 4,697
LILLY ELI & CO COM 532457108 BBG001S5STL8 1,487,200 4,331 SH   SOLE   0 0 4,331
LOCKHEED MARTIN CORP COM 539830109 BBG001S7PS57 340,839 721 SH   SOLE   0 0 721
MASTEC INC COM 576323109 BBG001S95HF8 1,318,100 13,957 SH   SOLE   0 0 13,957
MERCADOLIBRE INC COM 58733R102 BBG001SM32G3 2,803,514 2,127 SH   SOLE   0 0 2,127
MICROSOFT CORP COM 594918104 BBG001S5TD05 3,373,586 11,702 SH   SOLE   0 0 11,702
MID-AMER APT CMNTYS INC COM 59522J103 BBG001S7HZ69 217,131 1,438 SH   SOLE   0 0 1,438
MONDELEZ INTL INC CL A 609207105 BBG001SHHZJ3 299,657 4,298 SH   SOLE   0 0 4,298
NEXTERA ENERGY INC COM 65339F101 BBG001S5RB29 2,636,214 34,201 SH   SOLE   0 0 34,201
NORTHROP GRUMMAN CORP COM 666807102 BBG001S5TP26 287,038 622 SH   SOLE   0 0 622
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 1,846,627 6,648 SH   SOLE   0 0 6,648
PARKER-HANNIFIN CORP COM 701094104 BBG001S5V554 373,427 1,111 SH   SOLE   0 0 1,111
PAYCHEX INC COM 704326107 BBG001S5V135 696,779 6,081 SH   SOLE   0 0 6,081
PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 221,587 1,490 SH   SOLE   0 0 1,490
QUANTA SVCS INC COM 74762E102 BBG001S5VH85 2,053,974 12,326 SH   SOLE   0 0 12,326
RAYTHEON TECHNOLOGIES CORP COM 75513E101 BBG001S5X5Q9 558,645 5,705 SH   SOLE   0 0 5,705
RESMED INC COM 761152107 BBG001SBGRC2 1,555,222 7,102 SH   SOLE   0 0 7,102
SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 BBG00L5F9FV7 1,259,739 21,731 SH   SOLE   0 0 21,731
SELECT SECTOR SPDR TR ENERGY 81369Y506 BBG001S7T1S7 1,928,888 23,287 SH   SOLE   0 0 23,287
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 BBG001S7T1Q9 2,250,714 15,051 SH   SOLE   0 0 15,051
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 BBG001S7T107 1,062,165 14,217 SH   SOLE   0 0 14,217
SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 BBG001S7R733 2,788,540 34,572 SH   SOLE   0 0 34,572
SOUTHERN COPPER CORP COM 84265V105 BBG001S6ZM88 265,732 3,485 SH   SOLE   0 0 3,485
SPDR GOLD TR GOLD SHS 78463V107 BBG001SCPX28 879,456 4,800 SH   SOLE   0 0 4,800
SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 462,550 1,130 SH   SOLE   0 0 1,130
STRYKER CORPORATION COM 863667101 BBG001S8FR03 2,464,797 8,634 SH   SOLE   0 0 8,634
THERMO FISHER SCIENTIFIC INC COM 883556102 BBG001S5WS08 2,233,817 3,876 SH   SOLE   0 0 3,876
UNION PAC CORP COM 907818108 BBG001S5X2M0 545,587 2,711 SH   SOLE   0 0 2,711
UNITED PARCEL SERVICE INC CL B 911312106 BBG001SDGSH1 703,981 3,629 SH   SOLE   0 0 3,629
VALMONT INDS INC COM 920253101 BBG001S5X650 1,446,552 4,531 SH   SOLE   0 0 4,531
VANECK MERK GOLD TR GOLD TRUST 921078101 BBG002WYN9L7 1,063,775 55,695 SH   SOLE   0 0 55,695
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 420,760 1,119 SH   SOLE   0 0 1,119
VANGUARD WORLD FDS FINANCIALS ETF 92204A405 BBG001SHTTM0 1,132,929 14,545 SH   SOLE   0 0 14,545
VANGUARD WORLD FDS INF TECH ETF 92204A702 BBG001SHTTR5 231,282 600 SH   SOLE   0 0 600
VISA INC COM CL A 92826C839 BBG001SRCFY3 2,016,965 8,946 SH   SOLE   0 0 8,946
ZOETIS INC CL A 98978V103 BBG0039320P7 1,967,750 11,823 SH   SOLE   0 0 11,823