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 341,765 1,923 SH   SOLE   0 0 1,923
AGILENT TECHNOLOGIES INC COM 00846U101 BBG001SCTQY4 347,941 2,590 SH   SOLE   0 0 2,590
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 4,843,782 25,588 SH   SOLE   0 0 25,588
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 598,425 3,142 SH   SOLE   0 0 3,142
AMAZON COM INC COM 023135106 BBG001S5PQL7 4,213,531 19,206 SH   SOLE   0 0 19,206
AMERICAN EXPRESS CO COM 025816109 BBG001S5P034 420,236 1,416 SH   SOLE   0 0 1,416
AMPLIFY COMMODITY TRUST BREAKWAVE DRY BU 03210A107 BBG00KDXJDM5 63,834 10,499 SH   SOLE   0 0 10,499
APPLE INC COM 037833100 BBG001S5N8V8 3,547,384 14,166 SH   SOLE   0 0 14,166
ARISTA NETWORKS INC COM SHS 040413205 BBG001T51KQ0 716,235 6,480 SH   SOLE   0 0 6,480
AUTOZONE INC COM 053332102 BBG001S6Q5D9 2,337,460 730 SH   SOLE   0 0 730
BERKSHIRE HATHAWAY INC DEL CL A 084670108 BBG001S902J2 680,920 1 SH   SOLE   0 0 1
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 2,379,720 5,250 SH   SOLE   0 0 5,250
BLACKROCK INC COM 09290D101 BBG01PSW2WR0 2,310,931 2,254 SH   SOLE   0 0 2,254
BLACKSTONE INC COM 09260D107 BBG001S7H949 3,040,298 17,633 SH   SOLE   0 0 17,633
CAMECO CORP COM 13321L108 BBG001S5Y5S6 423,129 8,234 SH   SOLE   0 0 8,234
CHENIERE ENERGY INC COM NEW 16411R208 BBG001S7W158 1,073,061 4,994 SH   SOLE   0 0 4,994
CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 252,312 1,742 SH   SOLE   0 0 1,742
CINTAS CORP COM 172908105 BBG001S7CRG1 566,068 3,098 SH   SOLE   0 0 3,098
CONSTELLATION ENERGY CORP COM 21037T109 BBG014KFRPJ9 1,475,716 6,597 SH   SOLE   0 0 6,597
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 3,093,017 3,376 SH   SOLE   0 0 3,376
EATON CORP PLC SHS G29183103 BBG001S5QZ45 537,298 1,619 SH   SOLE   0 0 1,619
ELI LILLY & CO COM 532457108 BBG001S5STL8 2,118,404 2,744 SH   SOLE   0 0 2,744
EOG RES INC COM 26875P101 BBG001S5ZB93 219,419 1,790 SH   SOLE   0 0 1,790
ETFS GOLD TR PHYSCL GOLD SHS 00326A104 BBG001SCTFP8 1,378,039 55,012 SH   SOLE   0 0 55,012
EXXON MOBIL CORP COM 30231G102 BBG001S69V32 325,657 3,027 SH   SOLE   0 0 3,027
FORTINET INC COM 34959E109 BBG001S77BL6 1,099,181 11,634 SH   SOLE   0 0 11,634
GALLAGHER ARTHUR J & CO COM 363576109 BBG001S5NKC2 2,895,625 10,201 SH   SOLE   0 0 10,201
GE AEROSPACE COM NEW 369604301 BBG001S5PVD5 2,678,460 16,059 SH   SOLE   0 0 16,059
GE VERNOVA INC COM 36828A101 BBG013G17W77 2,035,090 6,187 SH   SOLE   0 0 6,187
GENERAL DYNAMICS CORP COM 369550108 BBG001S5RHP1 275,211 1,044 SH   SOLE   0 0 1,044
GRAINGER W W INC COM 384802104 BBG001S5RRD2 2,268,175 2,152 SH   SOLE   0 0 2,152
HCA HEALTHCARE INC COM 40412C101 BBG001T8NTY2 484,667 1,615 SH   SOLE   0 0 1,615
HOWMET AEROSPACE INC COM 443201108 BBG00DYNJH69 1,394,692 12,752 SH   SOLE   0 0 12,752
HUNTSMAN CORP COM 447011107 BBG001SKWX22 442,129 24,522 SH   SOLE   0 0 24,522
INTERNATIONAL BUSINESS MACHS COM 459200101 BBG001S5S399 2,383,761 10,844 SH   SOLE   0 0 10,844
INTUITIVE SURGICAL INC COM NEW 46120E602 BBG001S7XR78 2,311,239 4,428 SH   SOLE   0 0 4,428
IRON MTN INC DEL COM 46284V101 BBG001SCQ2X1 3,457,242 32,890 SH   SOLE   0 0 32,890
ISHARES GOLD TR ISHARES NEW 464285204 BBG001SJK6D5 1,077,635 21,766 SH   SOLE   0 0 21,766
ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 263,681 448 SH   SOLE   0 0 448
ISHARES TR EXPANDED TECH 464287515 BBG001S7W2J1 3,272,445 32,685 SH   SOLE   0 0 32,685
ISHARES TR ISHARES SEMICDTR 464287523 BBG001SJ8F58 329,390 1,529 SH   SOLE   0 0 1,529
ISHARES TR U.S. TECH ETF 464287721 BBG001SFB7Z7 2,644,512 16,578 SH   SOLE   0 0 16,578
ISHARES TR US HLTHCR PR ETF 464288828 BBG001SQZ858 274,760 5,725 SH   SOLE   0 0 5,725
ISHARES TR US HOME CONS ETF 464288752 BBG001SQZTR8 632,778 6,120 SH   SOLE   0 0 6,120
LAM RESEARCH CORP COM NEW 512807306 BBG001S5SW40 841,066 11,644 SH   SOLE   0 0 11,644
LINDE PLC SHS G54950103 BBG01FND0CH6 639,095 1,526 SH   SOLE   0 0 1,526
LOCKHEED MARTIN CORP COM 539830109 BBG001S7PS57 318,291 655 SH   SOLE   0 0 655
MERCADOLIBRE INC COM 58733R102 BBG001SM32G3 2,782,485 1,636 SH   SOLE   0 0 1,636
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 2,497,755 4,266 SH   SOLE   0 0 4,266
MICROSOFT CORP COM 594918104 BBG001S5TD05 5,779,699 13,712 SH   SOLE   0 0 13,712
MONDELEZ INTL INC CL A 609207105 BBG001SHHZJ3 256,720 4,298 SH   SOLE   0 0 4,298
NORTHROP GRUMMAN CORP COM 666807102 BBG001S5TP26 287,012 612 SH   SOLE   0 0 612
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 4,310,125 32,096 SH   SOLE   0 0 32,096
PALO ALTO NETWORKS INC COM 697435105 BBG001T9NWN5 2,947,389 16,198 SH   SOLE   0 0 16,198
PARKER-HANNIFIN CORP COM 701094104 BBG001S5V554 708,683 1,114 SH   SOLE   0 0 1,114
PAYCHEX INC COM 704326107 BBG001S5V135 507,226 3,617 SH   SOLE   0 0 3,617
PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 306,180 1,826 SH   SOLE   0 0 1,826
PROGRESSIVE CORP COM 743315103 BBG001S5V509 1,848,482 7,715 SH   SOLE   0 0 7,715
QUANTA SVCS INC COM 74762E102 BBG001S5VH85 4,047,985 12,808 SH   SOLE   0 0 12,808
RESMED INC COM 761152107 BBG001SBGRC2 1,806,145 7,898 SH   SOLE   0 0 7,898
RTX CORPORATION COM 75513E101 BBG001S5X5Q9 2,014,223 17,406 SH   SOLE   0 0 17,406
SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 BBG00L5F9FV7 4,278,546 44,195 SH   SOLE   0 0 44,195
SELECT SECTOR SPDR TR ENERGY 81369Y506 BBG001S7T1S7 1,651,635 19,281 SH   SOLE   0 0 19,281
SELECT SECTOR SPDR TR INDL 81369Y704 BBG001S7T232 1,351,969 10,261 SH   SOLE   0 0 10,261
SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 BBG00B597137 670,336 16,482 SH   SOLE   0 0 16,482
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 BBG001S7T1Q9 3,564,256 15,887 SH   SOLE   0 0 15,887
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 BBG001S7T107 1,183,271 15,052 SH   SOLE   0 0 15,052
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 BBG001S7TD56 1,140,851 15,073 SH   SOLE   0 0 15,073
SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 BBG001S7R733 660,198 7,846 SH   SOLE   0 0 7,846
SOUTHERN COPPER CORP COM 84265V105 BBG001S6ZM88 333,925 3,664 SH   SOLE   0 0 3,664
SPDR GOLD TR GOLD SHS 78463V107 BBG001SCPX28 1,162,224 4,800 SH   SOLE   0 0 4,800
SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 647,705 1,105 SH   SOLE   0 0 1,105
SPDR SER TR S&P HOMEBUILD 78464A888 BBG001SQDKH2 387,319 3,706 SH   SOLE   0 0 3,706
STRYKER CORPORATION COM 863667101 BBG001S8FR03 3,004,192 8,344 SH   SOLE   0 0 8,344
THERMO FISHER SCIENTIFIC INC COM 883556102 BBG001S5WS08 437,628 841 SH   SOLE   0 0 841
UNION PAC CORP COM 907818108 BBG001S5X2M0 527,651 2,314 SH   SOLE   0 0 2,314
UNITED RENTALS INC COM 911363109 BBG001SBGZ25 316,998 450 SH   SOLE   0 0 450
VANECK MERK GOLD ETF GOLD SHS 921078101 BBG002WYN9L7 1,409,084 55,695 SH   SOLE   0 0 55,695
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 2,627,647 4,877 SH   SOLE   0 0 4,877
VANGUARD WORLD FD FINANCIALS ETF 92204A405 BBG001SHTTM0 1,920,038 16,262 SH   SOLE   0 0 16,262
VANGUARD WORLD FD INF TECH ETF 92204A702 BBG001SHTTR5 568,947 915 SH   SOLE   0 0 915
VERTEX PHARMACEUTICALS INC COM 92532F100 BBG001S68LJ8 289,944 720 SH   SOLE   0 0 720
VISA INC COM CL A 92826C839 BBG001SRCFY3 2,708,912 8,571 SH   SOLE   0 0 8,571
VISTRA CORP COM 92840M102 BBG00DXDL6R0 1,050,040 7,616 SH   SOLE   0 0 7,616