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
BRUNSWICK CORP COM 117043109   2,715,097 28,063 SH   SOLE   20,926 0 7,137
CARLISLE COS INC COM 142339100   2,097,655 6,714 SH   SOLE   4,113 0 2,601
CARMAX INC COM 143130102   1,900,772 24,769 SH   SOLE   13,937 0 10,832
CHEVRON CORP NEW COM 166764100   4,603,376 30,862 SH   SOLE   24,000 0 6,862
DISNEY WALT CO COM 254687106   1,475,741 16,340 SH   SOLE   12,500 0 3,840
DOLLAR GEN CORP NEW COM 256677105   4,297,787 31,613 SH   SOLE   23,637 0 7,976
EMERSON ELEC CO COM 291011104   2,236,449 22,978 SH   SOLE   16,457 0 6,521
ENVISTA HOLDINGS CORPORATION COM 29415F104   2,243,980 93,266 SH   SOLE   63,327 0 29,939
FLEETCOR TECHNOLOGIES INC COM 339041105   5,845,788 20,685 SH   SOLE   16,100 0 4,585
FRANCO NEV CORP COM 351858105   2,332,329 21,048 SH   SOLE   16,894 0 4,154
GRAINGER W W INC COM 384802104   3,693,471 4,457 SH   SOLE   3,122 0 1,335
HENRY SCHEIN INC COM 806407102   6,434,593 84,990 SH   SOLE   58,155 0 26,835
ISHARES INC MSCI WORLD ETF 464286392   6,763,136 50,843 SH   SOLE   50,843 0 0
MCDONALDS CORP COM 580135101   2,886,822 9,736 SH   SOLE   6,694 0 3,042
META PLATFORMS INC CL A 30303M102   2,025,713 5,723 SH   SOLE   4,500 0 1,223
MOHAWK INDS INC COM 608190104   614,688 5,939 SH   SOLE   0 0 5,939
OREILLY AUTOMOTIVE INC COM 67103H107   6,608,757 6,956 SH   SOLE   4,927 0 2,029
PERRIGO CO PLC SHS G97822103   7,465,213 231,983 SH   SOLE   179,895 0 52,088
ROSS STORES INC COM 778296103   2,970,541 21,465 SH   SOLE   16,108 0 5,357
RYANAIR HOLDINGS PLC SPONSORED ADS 783513203   10,106,288 75,782 SH   SOLE   30,880 0 44,902
SCOTTS MIRACLE-GRO CO CL A 810186106   2,084,753 32,702 SH   SOLE   22,495 0 10,207
SONOCO PRODS CO COM 835495102   3,268,339 58,499 SH   SOLE   42,312 0 16,187
SPDR GOLD TR GOLD SHS 78463V107   9,754,832 51,027 SH   SOLE   51,027 0 0
WALMART INC COM 931142103   3,191,400 20,236 SH   SOLE   14,500 0 5,736