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 12,676 472,455 SH   SOLE   277,240 0 195,215
Agnico Eagle Mines Ltd COM 008474108 35,246 770,227 SH   SOLE   618,267 0 151,960
Alleghany Corp COM 017175100 24,716 29,668 SH   SOLE   23,836 0 5,832
Barrick Gold Corp COM 067901108 27,227 1,539,107 SH   SOLE   1,228,237 0 310,870
Berkshire Hathaway Inc B CL B NEW 084670702 58,890 215,697 SH   SOLE   172,282 0 43,415
Cisco Systems Inc COM 17275R102 16,859 395,379 SH   SOLE   314,227 0 81,152
Comcast Corp Cl A CL A 20030N101 23,979 611,085 SH   SOLE   487,410 0 123,675
Corteva Inc COM 22052L104 25,700 474,694 SH   SOLE   378,717 0 95,977
Dominion Energy Inc COM 25746U109 27,352 342,715 SH   SOLE   274,121 0 68,594
DuPont de Nemours Inc COM 26614N102 27,851 501,089 SH   SOLE   399,137 0 101,952
Enbridge Inc COM 29250N105 34,781 823,029 SH   SOLE   658,036 0 164,993
EOG Resources Inc COM 26875P101 16,491 149,321 SH   SOLE   119,604 0 29,717
Equity Commonwealth COM SH BEN INT 294628102 29,289 1,063,884 SH   SOLE   845,650 0 218,234
Graham Holdings Company COM CL B 384637104 9,356 16,506 SH   SOLE   13,160 0 3,346
Guidewire Software Inc COM 40171V100 8,334 117,396 SH   SOLE   93,713 0 23,683
Ingredion Inc COM 457187102 23,075 261,737 SH   SOLE   208,984 0 52,753
iShares 7-10 Year Treasury F 7-10 YR TRSY BD 464287440 1,763 17,230 SH   SOLE   8,840 0 8,390
Jones Lang LaSalle Inc COM 48020Q107 7,574 43,314 SH   SOLE   34,329 0 8,985
Loews Corp COM 540424108 38,446 648,768 SH   SOLE   519,270 0 129,498
Medtronic Inc SHS G5960L103 21,657 241,304 SH   SOLE   192,074 0 49,230
Merck & Co Inc COM 58933Y105 31,654 347,203 SH   SOLE   277,063 0 70,140
Quadratic Interest Rate Volat QUADRTC INT RT 500767736 1,105 43,605 SH   SOLE   25,075 0 18,530
Sprott Physical Gold & Silver TR UNIT 85208R101 2,045 121,578 SH   SOLE   71,590 0 49,988
Sprott Physical Gold Trust UNIT 85207H104 2,158 152,220 SH   SOLE   88,470 0 63,750
Starbucks Corporation COM 855244109 9,192 120,333 SH   SOLE   95,207 0 25,126
The TJX Companies Inc COM 872540109 8,083 144,722 SH   SOLE   114,962 0 29,760
Travelers Companies Inc COM 89417E109 23,815 140,811 SH   SOLE   112,829 0 27,982
Unilever plc SPON ADR NEW 904767704 32,388 706,707 SH   SOLE   563,050 0 143,657
Verizon Communications Inc COM 92343V104 30,184 594,754 SH   SOLE   475,279 0 119,475