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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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   312,885 4,324 SH   SOLE   4,324 0 0
BAIDU INC SPON ADR REP A 056752108   1,688,270 14,680 SH   SOLE   12,013 0 2,667
BRUNSWICK CORP COM 117043109   2,708,641 28,063 SH   SOLE   20,926 0 7,137
CARLISLE COS INC COM 142339100   2,630,881 6,714 SH   SOLE   4,113 0 2,601
CARMAX INC COM 143130102   2,157,627 24,769 SH   SOLE   13,937 0 10,832
CHEVRON CORP NEW COM 166764100   4,868,172 30,862 SH   SOLE   24,000 0 6,862
CONOCOPHILLIPS COM 20825C104   572,760 4,500 SH   SOLE   4,500 0 0
CORPAY INC COM SHS 219948106   3,913,830 12,685 SH   SOLE   8,100 0 4,585
DISNEY WALT CO COM 254687106   1,999,362 16,340 SH   SOLE   12,500 0 3,840
DOLLAR GEN CORP NEW COM 256677105   4,933,525 31,613 SH   SOLE   23,637 0 7,976
EMERSON ELEC CO COM 291011104   2,606,164 22,978 SH   SOLE   16,457 0 6,521
ENVISTA HOLDINGS CORPORATION COM 29415F104   1,994,026 93,266 SH   SOLE   63,327 0 29,939
FRANCO NEV CORP COM 351858105   7,009,891 50,047 SH   SOLE   31,892 0 18,155
GRAINGER W W INC COM 384802104   4,534,108 4,457 SH   SOLE   3,122 0 1,335
HENRY SCHEIN INC COM 806407102   6,418,444 84,990 SH   SOLE   58,155 0 26,835
HSBC HLDGS PLC SPON ADR NEW 404280406   250,920 6,375 SH   SOLE   6,375 0 0
ISHARES INC MSCI WORLD ETF 464286392   7,367,659 50,843 SH   SOLE   50,843 0 0
ISHARES INC MSCI HONG KG ETF 464286871   11,233,724 722,426 SH   SOLE   722,426 0 0
MCDONALDS CORP COM 580135101   2,745,066 9,736 SH   SOLE   6,694 0 3,042
META PLATFORMS INC CL A 30303M102   2,778,974 5,723 SH   SOLE   4,500 0 1,223
MOHAWK INDS INC COM 608190104   777,356 5,939 SH   SOLE   0 0 5,939
OREILLY AUTOMOTIVE INC COM 67103H107   7,852,490 6,956 SH   SOLE   4,927 0 2,029
PERRIGO CO PLC SHS G97822103   6,340,882 167,615 SH   SOLE   144,895 0 22,720
ROSS STORES INC COM 778296103   3,150,203 21,465 SH   SOLE   16,108 0 5,357
RYANAIR HOLDINGS PLC SPONSORED ADS 783513203   14,009,153 196,377 SH   SOLE   162,064 0 34,313
SCOTTS MIRACLE-GRO CO CL A 810186106   1,618,752 21,702 SH   SOLE   11,495 0 10,207
SONOCO PRODS CO COM 835495102   2,226,782 38,499 SH   SOLE   22,312 0 16,187
SOUTHERN COPPER CORP COM 84265V105   3,576,942 33,580 SH   SOLE   26,750 0 6,830
SPDR GOLD TR GOLD SHS 78463V107   13,525,884 65,749 SH   SOLE   65,749 0 0
WALMART INC COM 931142103   3,654,105 60,708 SH   SOLE   43,500 0 17,208