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 357,713 1,927 SH   SOLE   0 0 1,927
AGILENT TECHNOLOGIES INC COM 00846U101 BBG001SCTQY4 205,338 1,740 SH   SOLE   0 0 1,740
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 4,548,266 25,809 SH   SOLE   0 0 25,809
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 570,238 3,215 SH   SOLE   0 0 3,215
AMAZON COM INC COM 023135106 BBG001S5PQL7 3,592,657 16,376 SH   SOLE   0 0 16,376
AMERICAN EXPRESS CO COM 025816109 BBG001S5P034 453,860 1,423 SH   SOLE   0 0 1,423
APPLE INC COM 037833100 BBG001S5N8V8 2,217,688 10,809 SH   SOLE   0 0 10,809
ARISTA NETWORKS INC COM SHS 040413205 BBG001T51KQ0 335,577 3,280 SH   SOLE   0 0 3,280
AUTOZONE INC COM 053332102 BBG001S6Q5D9 2,721,065 733 SH   SOLE   0 0 733
BERKSHIRE HATHAWAY INC DEL CL A 084670108 BBG001S902J2 728,800 1 SH   SOLE   0 0 1
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 2,487,143 5,120 SH   SOLE   0 0 5,120
BLACKROCK INC COM 09290D101 BBG01PSW2WR0 2,479,358 2,363 SH   SOLE   0 0 2,363
BLACKSTONE INC COM 09260D107 BBG001S7H949 434,277 2,903 SH   SOLE   0 0 2,903
CAMECO CORP COM 13321L108 BBG001S5Y5S6 2,576,470 34,709 SH   SOLE   0 0 34,709
CELESTICA INC COM 15101Q207 BBG001S9CXM7 242,752 1,555 SH   SOLE   0 0 1,555
CHENIERE ENERGY INC COM NEW 16411R208 BBG001S7W158 1,525,558 6,265 SH   SOLE   0 0 6,265
CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 249,437 1,742 SH   SOLE   0 0 1,742
CINTAS CORP COM 172908105 BBG001S7CRG1 523,937 2,351 SH   SOLE   0 0 2,351
COINBASE GLOBAL INC COM CL A 19260Q107 BBG00ZGF7799 317,895 907 SH   SOLE   0 0 907
CONSTELLATION ENERGY CORP COM 21037T109 BBG014KFRPJ9 965,662 2,992 SH   SOLE   0 0 2,992
CORTEVA INC COM 22052L104 BBG00BN969D0 264,060 3,543 SH   SOLE   0 0 3,543
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 3,385,475 3,420 SH   SOLE   0 0 3,420
DBX ETF TR XTRACK MSCI EURP 233051853 BBG005BHZSN3 351,865 7,982 SH   SOLE   0 0 7,982
EATON CORP PLC SHS G29183103 BBG001S5QZ45 506,569 1,419 SH   SOLE   0 0 1,419
ELI LILLY & CO COM 532457108 BBG001S5STL8 1,675,380 2,149 SH   SOLE   0 0 2,149
EOG RES INC COM 26875P101 BBG001S5ZB93 214,102 1,790 SH   SOLE   0 0 1,790
ETFS GOLD TR PHYSCL GOLD SHS 00326A104 BBG001SCTFP8 4,285,419 135,873 SH   SOLE   0 0 135,873
EXXON MOBIL CORP COM 30231G102 BBG001S69V32 326,354 3,027 SH   SOLE   0 0 3,027
FORTINET INC COM 34959E109 BBG001S77BL6 1,473,103 13,934 SH   SOLE   0 0 13,934
GALLAGHER ARTHUR J & CO COM 363576109 BBG001S5NKC2 3,287,020 10,268 SH   SOLE   0 0 10,268
GE AEROSPACE COM NEW 369604301 BBG001S5PVD5 4,177,144 16,229 SH   SOLE   0 0 16,229
GE VERNOVA INC COM 36828A101 BBG013G17W77 3,711,922 7,015 SH   SOLE   0 0 7,015
GENERAL DYNAMICS CORP COM 369550108 BBG001S5RHP1 261,036 895 SH   SOLE   0 0 895
GLOBAL X FDS DEFENSE TECH ETF 37960A529 BBG01J6K2RX8 1,410,718 23,414 SH   SOLE   0 0 23,414
GOLDMAN SACHS GROUP INC COM 38141G104 BBG001SC07Z6 1,842,240 2,603 SH   SOLE   0 0 2,603
GRAINGER W W INC COM 384802104 BBG001S5RRD2 1,619,235 1,557 SH   SOLE   0 0 1,557
HCA HEALTHCARE INC COM 40412C101 BBG001T8NTY2 542,352 1,416 SH   SOLE   0 0 1,416
HOWMET AEROSPACE INC COM 443201108 BBG00DYNJH69 2,383,224 12,804 SH   SOLE   0 0 12,804
INTERNATIONAL BUSINESS MACHS COM 459200101 BBG001S5S399 3,549,683 12,042 SH   SOLE   0 0 12,042
INTUITIVE SURGICAL INC COM NEW 46120E602 BBG001S7XR78 2,713,790 4,994 SH   SOLE   0 0 4,994
INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 299,941 544 SH   SOLE   0 0 544
ISHARES GOLD TR ISHARES NEW 464285204 BBG001SJK6D5 1,357,328 21,766 SH   SOLE   0 0 21,766
ISHARES INC MSCI GERMANY ETF 464286806 BBG001S8SJC4 341,105 8,062 SH   SOLE   0 0 8,062
ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 279,584 450 SH   SOLE   0 0 450
ISHARES TR EXPANDED TECH 464287515 BBG001S7W2J1 2,760,422 25,209 SH   SOLE   0 0 25,209
ISHARES TR U.S. TECH ETF 464287721 BBG001SFB7Z7 2,780,630 16,048 SH   SOLE   0 0 16,048
ISHARES TR US HLTHCR PR ETF 464288828 BBG001SQZ858 204,703 4,208 SH   SOLE   0 0 4,208
JPMORGAN CHASE & CO. COM 46625H100 BBG001S8CRC3 2,180,900 7,523 SH   SOLE   0 0 7,523
LAM RESEARCH CORP COM NEW 512807306 BBG001S5SW40 231,378 2,377 SH   SOLE   0 0 2,377
LINDE PLC SHS G54950103 BBG01FND0CH6 759,837 1,619 SH   SOLE   0 0 1,619
LOCKHEED MARTIN CORP COM 539830109 BBG001S7PS57 303,357 655 SH   SOLE   0 0 655
MERCADOLIBRE INC COM 58733R102 BBG001SM32G3 4,229,722 1,618 SH   SOLE   0 0 1,618
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 3,073,495 4,164 SH   SOLE   0 0 4,164
MICROSOFT CORP COM 594918104 BBG001S5TD05 5,588,015 11,234 SH   SOLE   0 0 11,234
MONDELEZ INTL INC CL A 609207105 BBG001SHHZJ3 289,858 4,298 SH   SOLE   0 0 4,298
NETFLIX INC COM 64110L106 BBG001SF6L46 1,679,270 1,254 SH   SOLE   0 0 1,254
NORTHROP GRUMMAN CORP COM 666807102 BBG001S5TP26 305,921 612 SH   SOLE   0 0 612
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 2,645,729 16,746 SH   SOLE   0 0 16,746
PALANTIR TECHNOLOGIES INC CL A 69608A108 BBG001T53796 1,895,394 13,904 SH   SOLE   0 0 13,904
PALO ALTO NETWORKS INC COM 697435105 BBG001T9NWN5 3,173,353 15,507 SH   SOLE   0 0 15,507
PARKER-HANNIFIN CORP COM 701094104 BBG001S5V554 778,293 1,114 SH   SOLE   0 0 1,114
PAYCHEX INC COM 704326107 BBG001S5V135 551,892 3,794 SH   SOLE   0 0 3,794
PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 291,266 1,828 SH   SOLE   0 0 1,828
PROGRESSIVE CORP COM 743315103 BBG001S5V509 2,019,886 7,569 SH   SOLE   0 0 7,569
RESMED INC COM 761152107 BBG001SBGRC2 2,001,889 7,759 SH   SOLE   0 0 7,759
RTX CORPORATION COM 75513E101 BBG001S5X5Q9 2,546,010 17,436 SH   SOLE   0 0 17,436
SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 BBG00L5F9FV7 4,517,893 41,628 SH   SOLE   0 0 41,628
SELECT SECTOR SPDR TR ENERGY 81369Y506 BBG001S7T1S7 1,499,911 17,686 SH   SOLE   0 0 17,686
SELECT SECTOR SPDR TR INDL 81369Y704 BBG001S7T232 1,462,615 9,915 SH   SOLE   0 0 9,915
SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 BBG00B597137 626,881 15,135 SH   SOLE   0 0 15,135
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 BBG001S7T1Q9 1,967,238 9,052 SH   SOLE   0 0 9,052
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 BBG001S7TD56 1,007,190 12,334 SH   SOLE   0 0 12,334
SERVICENOW INC COM 81762P102 BBG001T4JFC0 3,017,415 2,935 SH   SOLE   0 0 2,935
SOUTHERN COPPER CORP COM 84265V105 BBG001S6ZM88 377,102 3,727 SH   SOLE   0 0 3,727
SPDR GOLD TR GOLD SHS 78463V107 BBG001SCPX28 1,463,184 4,800 SH   SOLE   0 0 4,800
SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 638,747 1,034 SH   SOLE   0 0 1,034
SPDR SERIES TRUST S&P HOMEBUILD 78464A888 BBG001SQDKH2 366,127 3,714 SH   SOLE   0 0 3,714
SPINNAKER ETF SERIES SELECT STOXX EUR 84858T772 BBG01Q6GGV58 953,141 22,089 SH   SOLE   0 0 22,089
STRYKER CORPORATION COM 863667101 BBG001S8FR03 3,182,131 8,043 SH   SOLE   0 0 8,043
THERMO FISHER SCIENTIFIC INC COM 883556102 BBG001S5WS08 214,139 528 SH   SOLE   0 0 528
UNION PAC CORP COM 907818108 BBG001S5X2M0 528,064 2,295 SH   SOLE   0 0 2,295
UNITED RENTALS INC COM 911363109 BBG001SBGZ25 339,030 450 SH   SOLE   0 0 450
VANECK MERK GOLD ETF GOLD SHS 921078101 BBG002WYN9L7 1,776,114 55,695 SH   SOLE   0 0 55,695
VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 BBG001TC6MF8 233,959 590 SH   SOLE   0 0 590
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 3,974,017 6,996 SH   SOLE   0 0 6,996
VANGUARD WORLD FD FINANCIALS ETF 92204A405 BBG001SHTTM0 2,060,047 16,183 SH   SOLE   0 0 16,183
VANGUARD WORLD FD INF TECH ETF 92204A702 BBG001SHTTR5 606,902 915 SH   SOLE   0 0 915
VISA INC COM CL A 92826C839 BBG001SRCFY3 2,838,449 7,995 SH   SOLE   0 0 7,995
VISTRA CORP COM 92840M102 BBG00DXDL6R0 1,302,770 6,722 SH   SOLE   0 0 6,722