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 423,565 3,144 SH   SOLE   0 0 3,144
ABRDN GOLD ETF TRUST PHYSCL GOLD SHS 00326A104 BBG001SCTFP8 965,620 52,565 SH   SOLE   0 0 52,565
ADOBE INC COM 00724F101 BBG001S5NCQ5 1,391,666 2,846 SH   SOLE   0 0 2,846
AGILENT TECHNOLOGIES INC COM 00846U101 BBG001SCTQY4 311,448 2,590 SH   SOLE   0 0 2,590
AIR PRODS & CHEMS INC COM 009158106 BBG001S5NSB6 1,401,432 4,678 SH   SOLE   0 0 4,678
AIRBNB INC COM CL A 009066101 BBG001Y2XS16 1,706,964 13,319 SH   SOLE   0 0 13,319
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 3,886,624 32,470 SH   SOLE   0 0 32,470
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 246,900 2,041 SH   SOLE   0 0 2,041
AMAZON COM INC COM 023135106 BBG001S5PQL7 2,416,484 18,537 SH   SOLE   0 0 18,537
AMERICAN EXPRESS CO COM 025816109 BBG001S5P034 242,248 1,391 SH   SOLE   0 0 1,391
APPLE INC COM 037833100 BBG001S5N8V8 3,969,135 20,463 SH   SOLE   0 0 20,463
APTIV PLC SHS G6095L109 BBG001TRL2T7 1,147,492 11,240 SH   SOLE   0 0 11,240
ARCHER DANIELS MIDLAND CO COM 039483102 BBG001S5ND74 1,415,379 18,732 SH   SOLE   0 0 18,732
AUTOZONE INC COM 053332102 BBG001S6Q5D9 2,727,736 1,094 SH   SOLE   0 0 1,094
BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 289,937 10,106 SH   SOLE   0 0 10,106
BERKSHIRE HATHAWAY INC DEL CL A 084670108 BBG001S902J2 517,810 1 SH   SOLE   0 0 1
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 1,407,307 4,127 SH   SOLE   0 0 4,127
BLACKROCK INC COM 09247X101 BBG001SDBP55 1,410,974 2,042 SH   SOLE   0 0 2,042
BLACKSTONE INC COM 09260D107 BBG001S7H949 1,622,763 17,455 SH   SOLE   0 0 17,455
CAMECO CORP COM 13321L108 BBG001S5Y5S6 240,960 7,691 SH   SOLE   0 0 7,691
CHENIERE ENERGY INC COM NEW 16411R208 BBG001S7W158 1,690,331 11,094 SH   SOLE   0 0 11,094
CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 776,078 4,932 SH   SOLE   0 0 4,932
CINTAS CORP COM 172908105 BBG001S7CRG1 415,543 836 SH   SOLE   0 0 836
CORTEVA INC COM 22052L104 BBG00BN969D0 823,752 14,376 SH   SOLE   0 0 14,376
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 1,291,750 2,399 SH   SOLE   0 0 2,399
CSX CORP COM 126408103 BBG001S5Q7Q3 1,146,587 33,624 SH   SOLE   0 0 33,624
EATON CORP PLC SHS G29183103 BBG001S5QZ45 325,581 1,619 SH   SOLE   0 0 1,619
ELI LILLY & CO COM 532457108 BBG001S5STL8 2,295,792 4,895 SH   SOLE   0 0 4,895
ENPHASE ENERGY INC COM 29355A107 BBG001V28NC6 792,516 4,732 SH   SOLE   0 0 4,732
EOG RES INC COM 26875P101 BBG001S5ZB93 220,737 1,929 SH   SOLE   0 0 1,929
ETF MANAGERS GRP COMMDTY TR BREAKWAVE DRY 26923H200 BBG00KDXJDM5 72,977 13,149 SH   SOLE   0 0 13,149
EXXON MOBIL CORP COM 30231G102 BBG001S69V32 324,688 3,027 SH   SOLE   0 0 3,027
FIRST SOLAR INC COM 336433107 BBG001S991Z7 1,639,337 8,624 SH   SOLE   0 0 8,624
FORTINET INC COM 34959E109 BBG001S77BL6 3,228,979 42,717 SH   SOLE   0 0 42,717
GALLAGHER ARTHUR J & CO COM 363576109 BBG001S5NKC2 1,864,309 8,491 SH   SOLE   0 0 8,491
GENERAL DYNAMICS CORP COM 369550108 BBG001S5RHP1 224,095 1,042 SH   SOLE   0 0 1,042
HCA HEALTHCARE INC COM 40412C101 BBG001T8NTY2 2,591,833 8,540 SH   SOLE   0 0 8,540
HONEYWELL INTL INC COM 438516106 BBG001S5X1N1 1,610,468 7,761 SH   SOLE   0 0 7,761
IDEXX LABS INC COM 45168D104 BBG001S5S4Y9 251,115 500 SH   SOLE   0 0 500
INTERNATIONAL BUSINESS MACHS COM 459200101 BBG001S5S399 483,069 3,610 SH   SOLE   0 0 3,610
IRON MTN INC DEL COM 46284V101 BBG001SCQ2X1 1,197,980 21,084 SH   SOLE   0 0 21,084
ISHARES GOLD TR ISHARES NEW 464285204 BBG001SJK6D5 792,065 21,766 SH   SOLE   0 0 21,766
ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 244,435 548 SH   SOLE   0 0 548
ISHARES TR EXPANDED TECH 464287515 BBG001S7W2J1 2,127,086 6,149 SH   SOLE   0 0 6,149
ISHARES TR ISHARES SEMICDTR 464287523 BBG001SJ8F58 208,628 411 SH   SOLE   0 0 411
ISHARES TR U.S. TECH ETF 464287721 BBG001SFB7Z7 1,569,720 14,418 SH   SOLE   0 0 14,418
ISHARES TR US HLTHCR PR ETF 464288828 BBG001SQZ858 1,293,993 5,059 SH   SOLE   0 0 5,059
JACOBS SOLUTIONS INC COM 46982L108 BBG019C1BQS3 1,533,879 12,902 SH   SOLE   0 0 12,902
LAM RESEARCH CORP COM 512807108 BBG001S5SW40 2,911,271 4,529 SH   SOLE   0 0 4,529
LOCKHEED MARTIN CORP COM 539830109 BBG001S7PS57 331,949 721 SH   SOLE   0 0 721
MASTEC INC COM 576323109 BBG001S95HF8 1,657,951 14,054 SH   SOLE   0 0 14,054
MERCADOLIBRE INC COM 58733R102 BBG001SM32G3 2,683,119 2,265 SH   SOLE   0 0 2,265
MICROSOFT CORP COM 594918104 BBG001S5TD05 3,997,396 11,738 SH   SOLE   0 0 11,738
MID-AMER APT CMNTYS INC COM 59522J103 BBG001S7HZ69 219,972 1,449 SH   SOLE   0 0 1,449
MONDELEZ INTL INC CL A 609207105 BBG001SHHZJ3 313,497 4,298 SH   SOLE   0 0 4,298
NEXTERA ENERGY INC COM 65339F101 BBG001S5RB29 2,522,848 34,001 SH   SOLE   0 0 34,001
NORTHROP GRUMMAN CORP COM 666807102 BBG001S5TP26 278,401 611 SH   SOLE   0 0 611
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 3,408,461 8,057 SH   SOLE   0 0 8,057
PARKER-HANNIFIN CORP COM 701094104 BBG001S5V554 433,357 1,111 SH   SOLE   0 0 1,111
PAYCHEX INC COM 704326107 BBG001S5V135 516,032 4,613 SH   SOLE   0 0 4,613
PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 226,262 1,491 SH   SOLE   0 0 1,491
QUANTA SVCS INC COM 74762E102 BBG001S5VH85 2,457,980 12,512 SH   SOLE   0 0 12,512
RESMED INC COM 761152107 BBG001SBGRC2 1,608,134 7,360 SH   SOLE   0 0 7,360
RTX CORPORATION COM 75513E101 BBG001S5X5Q9 553,383 5,649 SH   SOLE   0 0 5,649
SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 BBG00L5F9FV7 1,651,710 25,380 SH   SOLE   0 0 25,380
SELECT SECTOR SPDR TR ENERGY 81369Y506 BBG001S7T1S7 1,826,499 22,502 SH   SOLE   0 0 22,502
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 BBG001S7T1Q9 2,724,560 16,045 SH   SOLE   0 0 16,045
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 BBG001S7T107 1,091,989 14,723 SH   SOLE   0 0 14,723
SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 BBG001S7R733 2,798,892 33,774 SH   SOLE   0 0 33,774
SOUTHERN COPPER CORP COM 84265V105 BBG001S6ZM88 257,045 3,583 SH   SOLE   0 0 3,583
SPDR GOLD TR GOLD SHS 78463V107 BBG001SCPX28 855,696 4,800 SH   SOLE   0 0 4,800
SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 976,522 2,203 SH   SOLE   0 0 2,203
STRYKER CORPORATION COM 863667101 BBG001S8FR03 2,649,519 8,684 SH   SOLE   0 0 8,684
THERMO FISHER SCIENTIFIC INC COM 883556102 BBG001S5WS08 2,028,826 3,888 SH   SOLE   0 0 3,888
UNION PAC CORP COM 907818108 BBG001S5X2M0 550,433 2,690 SH   SOLE   0 0 2,690
UNITED PARCEL SERVICE INC CL B 911312106 BBG001SDGSH1 649,914 3,626 SH   SOLE   0 0 3,626
UNITED RENTALS INC COM 911363109 BBG001SBGZ25 200,417 450 SH   SOLE   0 0 450
VALMONT INDS INC COM 920253101 BBG001S5X650 1,313,789 4,514 SH   SOLE   0 0 4,514
VANECK MERK GOLD TR GOLD TRUST 921078101 BBG002WYN9L7 1,035,927 55,695 SH   SOLE   0 0 55,695
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 577,863 1,419 SH   SOLE   0 0 1,419
VANGUARD WORLD FDS FINANCIALS ETF 92204A405 BBG001SHTTM0 1,224,983 15,077 SH   SOLE   0 0 15,077
VANGUARD WORLD FDS INF TECH ETF 92204A702 BBG001SHTTR5 265,296 600 SH   SOLE   0 0 600
VISA INC COM CL A 92826C839 BBG001SRCFY3 2,181,958 9,188 SH   SOLE   0 0 9,188
ZOETIS INC CL A 98978V103 BBG0039320P7 2,088,035 12,125 SH   SOLE   0 0 12,125