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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 38,452 138,490 SH   SOLE   138,342 0 148
AGNICO EAGLE MINES LTD COM 008474108 17,769 388,303 SH   SOLE   387,623 0 680
ALLSTATE CORP COM 020002101 12,810 101,078 SH   SOLE   101,078 0 0
BARRICK GOLD CORP COM 067901108 21,026 1,188,605 SH   SOLE   1,187,360 0 1,245
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 33,885 124,113 SH   SOLE   123,906 0 207
CHEVRON CORP NEW COM 166764100 47,528 328,277 SH   SOLE   327,622 0 655
CISCO SYS INC COM 17275R102 40,832 957,603 SH   SOLE   956,581 0 1,022
COCA COLA CO COM 191216100 20,453 325,113 SH   SOLE   325,113 0 0
CONOCOPHILLIPS COM 20825C104 28,592 318,358 SH   SOLE   318,358 0 0
DANAHER CORPORATION COM 235851102 19,143 75,507 SH   SOLE   75,395 0 112
EASTMAN CHEM CO COM 277432100 10,442 116,315 SH   SOLE   116,315 0 0
EOG RES INC COM 26875P101 15,712 142,270 SH   SOLE   142,270 0 0
JOHNSON & JOHNSON COM 478160104 17,792 100,229 SH   SOLE   100,229 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104 17,668 381,688 SH   SOLE   381,043 0 645
LABORATORY CORP AMER HLDGS COM NEW 50540R409 17,295 73,797 SH   SOLE   73,683 0 114
LOCKHEED MARTIN CORP COM 539830109 19,798 46,046 SH   SOLE   46,046 0 0
LOWES COS INC COM 548661107 18,884 108,115 SH   SOLE   107,924 0 191
MEDTRONIC PLC SHS G5960L103 9,185 102,340 SH   SOLE   102,340 0 0
MERCK & CO INC COM 58933Y105 20,260 222,224 SH   SOLE   222,224 0 0
MICROSOFT CORP COM 594918104 76,170 296,578 SH   SOLE   296,261 0 317
MONDELEZ INTL INC CL A 609207105 21,398 344,629 SH   SOLE   344,034 0 595
NEWMONT CORP COM 651639106 16,505 276,610 SH   SOLE   276,610 0 0
NEXTERA ENERGY INC COM 65339F101 242 3,120 SH   SOLE   3,120 0 0
PEPSICO INC COM 713448108 19,901 119,409 SH   SOLE   119,194 0 215
PHILLIPS 66 COM 718546104 18,227 222,309 SH   SOLE   221,866 0 443
PROCTER AND GAMBLE CO COM 742718109 13,673 95,087 SH   SOLE   95,087 0 0
PROSHARES TR SHORT S&P 500 NE 74347B425 174,173 10,555,922 SH   SOLE   10,544,517 0 11,405
QUANTA SVCS INC COM 74762E102 33,636 268,357 SH   SOLE   267,902 0 455
RAYTHEON TECHNOLOGIES CORP COM 75513E101 35,789 372,373 SH   SOLE   371,983 0 390
SPDR S&P 500 ETF TR TR UNIT 78462F103 1,049 2,780 SH   SOLE   2,780 0 0
STRYKER CORPORATION COM 863667101 15,177 76,291 SH   SOLE   76,167 0 124
TOTALENERGIES SE SPONSORED ADS 89151E109 14,063 267,150 SH   SOLE   267,150 0 0
UNITED PARCEL SERVICE INC CL B 911312106 13,126 71,907 SH   SOLE   71,907 0 0
UNITEDHEALTH GROUP INC COM 91324P102 25,579 49,800 SH   SOLE   49,718 0 82
VERIZON COMMUNICATIONS INC COM 92343V104 15,774 310,814 SH   SOLE   310,814 0 0
WALMART INC COM 931142103 43,811 360,348 SH   SOLE   359,918 0 430
WASTE MGMT INC DEL COM 94106L109 22,432 146,632 SH   SOLE   146,407 0 225
WESTROCK CO COM 96145D105 16,919 424,671 SH   SOLE   423,887 0 784