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
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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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3M CO COM 88579Y101 7,586 42,704 SH   SOLE   42,704 0 0
BRUNSWICK CORP COM 117043109 3,166 31,433 SH   SOLE   31,433 0 0
CARLISLE COS INC COM 142339100 1,349 5,437 SH   SOLE   5,437 0 0
CARMAX INC COM 143130102 3,324 25,523 SH   SOLE   25,523 0 0
CDK GLOBAL INC COM 12508E101 6,261 150,000 SH   SOLE   150,000 0 0
COMPANIA CERVECERIAS UNIDAS SPONSORED ADR 204429104 6,261 381,539 SH   SOLE   381,539 0 0
DENTSPLY SIRONA INC COM 24906P109 2,909 52,150 SH   SOLE   52,150 0 0
EMERSON ELEC CO COM 291011104 3,173 34,133 SH   SOLE   34,133 0 0
FRANCO NEV CORP COM 351858105 3,975 28,743 SH   SOLE   28,743 0 0
GRAINGER W W INC COM 384802104 4,227 8,156 SH   SOLE   8,156 0 0
HENRY SCHEIN INC COM 806407102 8,045 103,767 SH   SOLE   103,767 0 0
ISHARES TR BARCLAYS 7 10 YR 464287440 2,013 17,500 SH   SOLE   17,500 0 0
MCDONALDS CORP COM 580135101 4,592 17,129 SH   SOLE   17,129 0 0
MERCK & CO INC COM 58933Y105 253 3,300 SH   SOLE   3,300 0 0
MOHAWK INDS INC COM 608190104 5,266 28,905 SH   SOLE   28,905 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 7,068 10,008 SH   SOLE   10,008 0 0
PERRIGO CO PLC SHS G97822103 10,238 263,187 SH   SOLE   263,187 0 0
SCOTTS MIRACLE-GRO CO CL A 810186106 3,226 20,040 SH   SOLE   20,040 0 0
SONOCO PRODS CO COM 835495102 4,033 69,673 SH   SOLE   69,673 0 0
SPDR GOLD TR GOLD SHS 78463V107 17,794 104,080 SH   SOLE   104,080 0 0
SPDR SER TR S&P REGL BKG 78464A698 5,002 70,600 SH   SOLE   70,600 0 0
TARGET CORP COM 87612E106 3,779 16,330 SH   SOLE   16,330 0 0