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 349,182 1,918 SH   SOLE   0 0 1,918
ABRDN GOLD ETF TRUST PHYSCL GOLD SHS 00326A104 BBG001SCTFP8 1,115,897 52,538 SH   SOLE   0 0 52,538
ADOBE INC COM 00724F101 BBG001S5NCQ5 1,557,196 3,086 SH   SOLE   0 0 3,086
AGILENT TECHNOLOGIES INC COM 00846U101 BBG001SCTQY4 376,871 2,590 SH   SOLE   0 0 2,590
AIRBNB INC COM CL A 009066101 BBG001Y2XS16 2,021,585 12,255 SH   SOLE   0 0 12,255
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 5,018,347 33,249 SH   SOLE   0 0 33,249
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 478,249 3,141 SH   SOLE   0 0 3,141
AMAZON COM INC COM 023135106 BBG001S5PQL7 3,460,530 19,185 SH   SOLE   0 0 19,185
AMERICAN EXPRESS CO COM 025816109 BBG001S5P034 319,814 1,405 SH   SOLE   0 0 1,405
AMPLIFY COMMODITY TRUST BREAKWAVE DRY BU 03210A107 BBG00KDXJDM5 182,246 13,149 SH   SOLE   0 0 13,149
APPLE INC COM 037833100 BBG001S5N8V8 1,190,952 6,945 SH   SOLE   0 0 6,945
ARISTA NETWORKS INC COM 040413106 BBG001T51KQ0 469,768 1,620 SH   SOLE   0 0 1,620
AUTOZONE INC COM 053332102 BBG001S6Q5D9 2,300,705 730 SH   SOLE   0 0 730
BERKSHIRE HATHAWAY INC DEL CL A 084670108 BBG001S902J2 634,440 1 SH   SOLE   0 0 1
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 2,206,048 5,246 SH   SOLE   0 0 5,246
BLACKROCK INC COM 09247X101 BBG001SDBP55 1,946,134 2,334 SH   SOLE   0 0 2,334
BLACKSTONE INC COM 09260D107 BBG001S7H949 2,305,136 17,547 SH   SOLE   0 0 17,547
BOOKING HOLDINGS INC COM 09857L108 BBG001S89N72 221,301 61 SH   SOLE   0 0 61
CAMECO CORP COM 13321L108 BBG001S5Y5S6 375,196 8,661 SH   SOLE   0 0 8,661
CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 347,888 2,205 SH   SOLE   0 0 2,205
CINTAS CORP COM 172908105 BBG001S7CRG1 603,615 879 SH   SOLE   0 0 879
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 2,420,951 3,304 SH   SOLE   0 0 3,304
CSX CORP COM 126408103 BBG001S5Q7Q3 419,115 11,306 SH   SOLE   0 0 11,306
EATON CORP PLC SHS G29183103 BBG001S5QZ45 506,229 1,619 SH   SOLE   0 0 1,619
ELI LILLY & CO COM 532457108 BBG001S5STL8 3,971,441 5,105 SH   SOLE   0 0 5,105
EOG RES INC COM 26875P101 BBG001S5ZB93 228,834 1,790 SH   SOLE   0 0 1,790
EXXON MOBIL CORP COM 30231G102 BBG001S69V32 351,905 3,027 SH   SOLE   0 0 3,027
FORTINET INC COM 34959E109 BBG001S77BL6 2,690,754 39,390 SH   SOLE   0 0 39,390
GALLAGHER ARTHUR J & CO COM 363576109 BBG001S5NKC2 2,213,369 8,852 SH   SOLE   0 0 8,852
GENERAL DYNAMICS CORP COM 369550108 BBG001S5RHP1 294,666 1,043 SH   SOLE   0 0 1,043
GENERAL ELECTRIC CO COM NEW 369604301 BBG001S5PVD5 2,719,912 15,495 SH   SOLE   0 0 15,495
GRAINGER W W INC COM 384802104 BBG001S5RRD2 1,335,748 1,313 SH   SOLE   0 0 1,313
HCA HEALTHCARE INC COM 40412C101 BBG001T8NTY2 2,702,636 8,103 SH   SOLE   0 0 8,103
IDEXX LABS INC COM 45168D104 BBG001S5S4Y9 269,965 500 SH   SOLE   0 0 500
INTEL CORP COM 458140100 BBG001S5SF65 2,337,175 52,913 SH   SOLE   0 0 52,913
INTERNATIONAL BUSINESS MACHS COM 459200101 BBG001S5S399 1,615,393 8,459 SH   SOLE   0 0 8,459
INTUITIVE SURGICAL INC COM NEW 46120E602 BBG001S7XR78 642,934 1,611 SH   SOLE   0 0 1,611
IRON MTN INC DEL COM 46284V101 BBG001SCQ2X1 2,590,086 32,289 SH   SOLE   0 0 32,289
ISHARES GOLD TR ISHARES NEW 464285204 BBG001SJK6D5 914,390 21,766 SH   SOLE   0 0 21,766
ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 233,402 444 SH   SOLE   0 0 444
ISHARES TR EXPANDED TECH 464287515 BBG001S7W2J1 2,700,182 31,666 SH   SOLE   0 0 31,666
ISHARES TR ISHARES SEMICDTR 464287523 BBG001SJ8F58 346,993 1,536 SH   SOLE   0 0 1,536
ISHARES TR U.S. TECH ETF 464287721 BBG001SFB7Z7 2,160,841 15,999 SH   SOLE   0 0 15,999
ISHARES TR US HLTHCR PR ETF 464288828 BBG001SQZ858 1,413,950 25,925 SH   SOLE   0 0 25,925
ISHARES TR US HOME CONS ETF 464288752 BBG001SQZTR8 1,782,508 15,397 SH   SOLE   0 0 15,397
JACOBS SOLUTIONS INC COM 46982L108 BBG019C1BQS3 1,940,574 12,623 SH   SOLE   0 0 12,623
LAM RESEARCH CORP COM 512807108 BBG001S5SW40 4,408,912 4,538 SH   SOLE   0 0 4,538
LINDE PLC SHS G54950103 BBG01FND0CH6 818,181 1,762 SH   SOLE   0 0 1,762
LOCKHEED MARTIN CORP COM 539830109 BBG001S7PS57 297,940 655 SH   SOLE   0 0 655
MERCADOLIBRE INC COM 58733R102 BBG001SM32G3 3,251,216 2,150 SH   SOLE   0 0 2,150
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 1,547,187 3,186 SH   SOLE   0 0 3,186
MICROSOFT CORP COM 594918104 BBG001S5TD05 5,089,666 12,098 SH   SOLE   0 0 12,098
MONDELEZ INTL INC CL A 609207105 BBG001SHHZJ3 300,860 4,298 SH   SOLE   0 0 4,298
NORTHROP GRUMMAN CORP COM 666807102 BBG001S5TP26 292,548 611 SH   SOLE   0 0 611
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 5,130,816 5,678 SH   SOLE   0 0 5,678
PALO ALTO NETWORKS INC COM 697435105 BBG001T9NWN5 1,969,590 6,932 SH   SOLE   0 0 6,932
PARKER-HANNIFIN CORP COM 701094104 BBG001S5V554 619,231 1,114 SH   SOLE   0 0 1,114
PAYCHEX INC COM 704326107 BBG001S5V135 470,792 3,834 SH   SOLE   0 0 3,834
PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 295,895 1,824 SH   SOLE   0 0 1,824
QUANTA SVCS INC COM 74762E102 BBG001S5VH85 3,298,073 12,695 SH   SOLE   0 0 12,695
RESMED INC COM 761152107 BBG001SBGRC2 803,613 4,058 SH   SOLE   0 0 4,058
RTX CORPORATION COM 75513E101 BBG001S5X5Q9 497,794 5,104 SH   SOLE   0 0 5,104
SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 BBG00L5F9FV7 3,432,508 42,034 SH   SOLE   0 0 42,034
SELECT SECTOR SPDR TR ENERGY 81369Y506 BBG001S7T1S7 2,013,850 21,331 SH   SOLE   0 0 21,331
SELECT SECTOR SPDR TR INDL 81369Y704 BBG001S7T232 401,931 3,191 SH   SOLE   0 0 3,191
SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 BBG00B597137 477,035 12,068 SH   SOLE   0 0 12,068
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 BBG001S7T1Q9 2,905,604 15,801 SH   SOLE   0 0 15,801
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 BBG001S7T107 1,144,853 14,993 SH   SOLE   0 0 14,993
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 BBG001S7TD56 400,762 6,105 SH   SOLE   0 0 6,105
SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 BBG001S7R733 2,721,264 29,296 SH   SOLE   0 0 29,296
SOUTHERN COPPER CORP COM 84265V105 BBG001S6ZM88 381,869 3,585 SH   SOLE   0 0 3,585
SPDR GOLD TR GOLD SHS 78463V107 BBG001SCPX28 987,456 4,800 SH   SOLE   0 0 4,800
SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 582,317 1,113 SH   SOLE   0 0 1,113
SPDR SER TR S&P HOMEBUILD 78464A888 BBG001SQDKH2 412,805 3,699 SH   SOLE   0 0 3,699
STRYKER CORPORATION COM 863667101 BBG001S8FR03 3,090,119 8,635 SH   SOLE   0 0 8,635
THERMO FISHER SCIENTIFIC INC COM 883556102 BBG001S5WS08 1,930,881 3,322 SH   SOLE   0 0 3,322
UNION PAC CORP COM 907818108 BBG001S5X2M0 567,980 2,310 SH   SOLE   0 0 2,310
UNITED RENTALS INC COM 911363109 BBG001SBGZ25 324,500 450 SH   SOLE   0 0 450
VANECK MERK GOLD TR GOLD TRUST 921078101 BBG002WYN9L7 1,196,329 55,695 SH   SOLE   0 0 55,695
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 2,192,417 4,561 SH   SOLE   0 0 4,561
VANGUARD WORLD FD FINANCIALS ETF 92204A405 BBG001SHTTM0 1,771,193 17,298 SH   SOLE   0 0 17,298
VANGUARD WORLD FD INF TECH ETF 92204A702 BBG001SHTTR5 479,772 915 SH   SOLE   0 0 915
VERTEX PHARMACEUTICALS INC COM 92532F100 BBG001S68LJ8 274,633 657 SH   SOLE   0 0 657
VISA INC COM CL A 92826C839 BBG001SRCFY3 2,466,095 8,837 SH   SOLE   0 0 8,837