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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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
3M CO COM 88579Y101   1,832,382 17,433 SH   SOLE   12,549 0 4,884
BRUNSWICK CORP COM 117043109   2,239,338 27,309 SH   SOLE   20,926 0 6,383
CARLISLE COS INC COM 142339100   1,915,943 8,475 SH   SOLE   6,157 0 2,318
CARMAX INC COM 143130102   1,458,449 22,689 SH   SOLE   13,937 0 8,752
COMPANIA CERVECERIAS UNIDAS SPONSORED ADR 204429104   4,029,195 257,786 SH   SOLE   206,476 0 51,310
DENTSPLY SIRONA INC COM 24906P109   2,283,625 58,086 SH   SOLE   43,750 0 14,336
EMERSON ELEC CO COM 291011104   2,850,088 32,707 SH   SOLE   24,757 0 7,950
FLEETCOR TECHNOLOGIES INC COM 339041105   3,285,043 15,580 SH   SOLE   11,500 0 4,080
FRANCO NEV CORP COM 351858105   3,367,105 23,094 SH   SOLE   16,894 0 6,200
GRAINGER W W INC COM 384802104   4,302,996 6,247 SH   SOLE   4,817 0 1,430
HENRY SCHEIN INC COM 806407102   6,247,188 76,615 SH   SOLE   58,155 0 18,460
ISHARES TR MSCI ACWI ETF 464288257   12,124,280 133,000 SH   SOLE   133,000 0 0
MCDONALDS CORP COM 580135101   2,626,657 9,394 SH   SOLE   6,694 0 2,700
META PLATFORMS INC CL A 30303M102   3,026,503 14,280 SH   SOLE   11,700 0 2,580
MOHAWK INDS INC COM 608190104   1,748,639 17,448 SH   SOLE   12,200 0 5,248
OREILLY AUTOMOTIVE INC COM 67103H107   5,719,578 6,737 SH   SOLE   4,927 0 1,810
PERRIGO CO PLC SHS G97822103   2,388,942 66,600 SH   SOLE   50,160 0 16,440
RITCHIE BROS AUCTIONEERS COM 767744105   1,930,497 34,296 SH   SOLE   27,048 0 7,248
ROSS STORES INC COM 778296103   2,224,272 20,958 SH   SOLE   16,108 0 4,850
RYANAIR HOLDINGS PLC SPONSORED ADS 783513203   594,027 6,300 SH   SOLE   0 0 6,300
SCOTTS MIRACLE-GRO CO CL A 810186106   2,094,152 30,028 SH   SOLE   22,495 0 7,533
SONOCO PRODS CO COM 835495102   3,471,022 56,902 SH   SOLE   42,312 0 14,590
SPDR GOLD TR GOLD SHS 78463V107   10,449,037 57,030 SH   SOLE   57,030 0 0
WALMART INC COM 931142103   2,889,146 19,580 SH   SOLE   14,500 0 5,080