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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Absolute Core Strategy ETF ABSOLUTE CORE 90470L568 14,094 471,045 SH   SOLE   274,320 0 196,725
Agnico Eagle Mines Ltd COM 008474108 47,321 772,719 SH   SOLE   612,415 0 160,304
Alleghany Corp COM 017175100 25,696 30,338 SH   SOLE   24,047 0 6,291
Barrick Gold Corp COM 067901108 33,087 1,348,836 SH   SOLE   1,068,117 0 280,719
Berkshire Hathaway Inc B CL B NEW 084670702 75,576 214,151 SH   SOLE   169,407 0 44,744
Cisco Systems Inc COM 17275R102 21,689 388,962 SH   SOLE   307,043 0 81,919
Comcast Corp Cl A CL A 20030N101 14,037 299,818 SH   SOLE   239,317 0 60,501
Corteva Inc COM 22052L104 27,469 477,889 SH   SOLE   376,311 0 101,578
Dominion Energy Inc COM 25746U109 28,990 341,180 SH   SOLE   270,436 0 70,744
DuPont de Nemours Inc COM 26614N102 29,491 400,800 SH   SOLE   314,506 0 86,294
Enbridge Inc COM 29250N105 37,850 821,216 SH   SOLE   648,848 0 172,368
EOG Resources Inc COM 26875P101 17,916 150,264 SH   SOLE   118,790 0 31,474
Equity Commonwealth COM SH BEN INT 294628102 28,413 1,007,205 SH   SOLE   784,276 0 222,929
Graham Holdings Company COM CL B 384637104 9,991 16,340 SH   SOLE   12,919 0 3,421
Guidewire Software Inc COM 40171V100 10,846 114,627 SH   SOLE   90,983 0 23,644
Ingredion Inc COM 457187102 22,551 258,759 SH   SOLE   204,722 0 54,037
iShares 7-10 Year Treasury F BARCLAYS 7 10 YR 464287440 1,796 16,715 SH   SOLE   8,340 0 8,375
Jones Lang LaSalle Inc COM 48020Q107 10,004 41,777 SH   SOLE   33,035 0 8,742
Loews Corp COM 540424108 41,793 644,753 SH   SOLE   510,939 0 133,814
Medtronic Inc SHS G5960L103 22,330 201,260 SH   SOLE   159,301 0 41,959
Merck & Co Inc COM 58933Y105 28,370 345,769 SH   SOLE   273,589 0 72,180
Quadratic Interest Rate Volati QUADRTC INT RT 500767736 1,087 42,440 SH   SOLE   24,475 0 17,965
Sprott Physical Gold & Silver TR UNIT 85208R101 2,330 120,213 SH   SOLE   69,620 0 50,593
Sprott Physical Gold Trust UNIT 85207H104 2,333 151,820 SH   SOLE   87,270 0 64,550
Starbucks Corporation COM 855244109 10,648 117,052 SH   SOLE   92,453 0 24,599
The TJX Companies Inc COM 872540109 8,625 142,366 SH   SOLE   112,440 0 29,926
Travelers Companies Inc COM 89417E109 25,510 139,605 SH   SOLE   111,006 0 28,599
Unilever PLC SPON ADR NEW 904767704 25,826 566,735 SH   SOLE   449,403 0 117,332
Verizon Communications Inc COM 92343V104 29,728 583,592 SH   SOLE   462,667 0 120,925