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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADOBE INC COM 00724F101   5,862,788 9,827 SH   SOLE   0 0 9,827
AMCOR PLC ORD G0250X107   135,346 14,040 SH   SOLE   0 0 14,040
ANALOG DEVICES INC COM 032654105   2,029,680 10,222 SH   SOLE   0 0 10,222
ARCH CAP GROUP LTD ORD G0450A105   3,914,772 52,710 SH   SOLE   0 0 52,710
ARISTA NETWORKS INC COM 040413106   5,885,159 24,989 SH   SOLE   0 0 24,989
ASSURANT INC COM 04621X108   5,381,739 31,941 SH   SOLE   0 0 31,941
AXON ENTERPRISE INC COM 05464C101   5,168,667 20,008 SH   SOLE   0 0 20,008
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   11,931,704 33,454 SH   SOLE   0 0 33,454
BOOKING HOLDINGS INC COM 09857L108   5,519,474 1,556 SH   SOLE   0 0 1,556
BROADCOM INC COM 11135F101   5,163,773 4,626 SH   SOLE   0 0 4,626
BROWN & BROWN INC COM 115236101   4,764,939 67,008 SH   SOLE   0 0 67,008
BUILDERS FIRSTSOURCE INC COM 12008R107   5,665,276 33,936 SH   SOLE   0 0 33,936
CADENCE DESIGN SYSTEM INC COM 127387108   5,264,095 19,327 SH   SOLE   0 0 19,327
CARDINAL HEALTH INC COM 14149Y108   5,352,682 53,102 SH   SOLE   0 0 53,102
COMCAST CORP NEW CL A 20030N101   3,694,319 84,249 SH   SOLE   0 0 84,249
CONOCOPHILLIPS COM 20825C104   261,390 2,252 SH   SOLE   0 0 2,252
COSTAR GROUP INC COM 22160N109   1,421,311 16,264 SH   SOLE   0 0 16,264
CUMMINS INC COM 231021106   1,223,963 5,109 SH   SOLE   0 0 5,109
EATON CORP PLC SHS G29183103   4,303,453 17,870 SH   SOLE   0 0 17,870
ELI LILLY & CO COM 532457108   3,022,440 5,185 SH   SOLE   0 0 5,185
FAIR ISAAC CORP COM 303250104   5,377,726 4,620 SH   SOLE   0 0 4,620
FEDEX CORP COM 31428X106   5,362,964 21,200 SH   SOLE   0 0 21,200
FORD MTR CO DEL COM 345370860   155,191 12,731 SH   SOLE   0 0 12,731
GRAINGER W W INC COM 384802104   5,921,819 7,146 SH   SOLE   0 0 7,146
HALLIBURTON CO COM 406216101   2,414,892 66,802 SH   SOLE   0 0 66,802
HESS CORP COM 42809H107   2,488,922 17,265 SH   SOLE   0 0 17,265
HUNTINGTON BANCSHARES INC COM 446150104   151,673 11,924 SH   SOLE   0 0 11,924
INGERSOLL RAND INC COM 45687V106   4,569,093 59,078 SH   SOLE   0 0 59,078
INTEL CORP COM 458140100   4,676,516 93,065 SH   SOLE   0 0 93,065
INVESCO ACTVELY MNGD ETC FD OPTIMUM YIELD 46090F100   4,261,067 320,381 SH   SOLE   0 0 320,381
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357   18,972,136 120,229 SH   SOLE   0 0 120,229
ISHARES GOLD TR ISHARES NEW 464285204   5,784,324 148,202 SH   SOLE   0 0 148,202
ISHARES S&P GSCI COMMODITY- UNIT BEN INT 46428R107   2,035,749 101,483 SH   SOLE   0 0 101,483
ISHARES TR CORE S&P500 ETF 464287200   58,242,680 121,941 SH   SOLE   0 0 121,941
ISHARES TR 1 3 YR TREAS BD 464287457   594,462 7,246 SH   SOLE   0 0 7,246
ISHARES TR 7-10 YR TRSY BD 464287440   38,273,578 397,070 SH   SOLE   0 0 397,070
ISHARES TR MSCI EAFE ETF 464287465   16,827,086 223,319 SH   SOLE   0 0 223,319
ISHARES TR RUSSELL 2000 ETF 464287655   14,748,372 73,481 SH   SOLE   0 0 73,481
ISHARES TR MSCI USA MIN VOL 46429B697   202,332 2,593 SH   SOLE   0 0 2,593
ISHARES TR SHORT TREAS BD 464288679   3,450,813 31,334 SH   SOLE   0 0 31,334
ISHARES TR RUS MID CAP ETF 464287499   13,611,922 175,118 SH   SOLE   0 0 175,118
KEYCORP COM 493267108   155,549 10,802 SH   SOLE   0 0 10,802
KLA CORP COM NEW 482480100   5,907,752 10,163 SH   SOLE   0 0 10,163
LAM RESEARCH CORP COM 512807108   6,125,876 7,821 SH   SOLE   0 0 7,821
LENNAR CORP CL A 526057104   5,367,228 36,012 SH   SOLE   0 0 36,012
LINDE PLC SHS G54950103   3,852,460 9,380 SH   SOLE   0 0 9,380
MCKESSON CORP COM 58155Q103   5,819,196 12,569 SH   SOLE   0 0 12,569
META PLATFORMS INC CL A 30303M102   4,486,797 12,676 SH   SOLE   0 0 12,676
MOTOROLA SOLUTIONS INC COM NEW 620076307   3,756,141 11,997 SH   SOLE   0 0 11,997
NETFLIX INC COM 64110L106   5,739,341 11,788 SH   SOLE   0 0 11,788
NVIDIA CORPORATION COM 67066G104   4,654,573 9,399 SH   SOLE   0 0 9,399
OREILLY AUTOMOTIVE INC COM 67103H107   3,421,238 3,601 SH   SOLE   0 0 3,601
PALO ALTO NETWORKS INC COM 697435105   4,649,078 15,766 SH   SOLE   0 0 15,766
PARKER-HANNIFIN CORP COM 701094104   6,087,229 13,213 SH   SOLE   0 0 13,213
PROGRESSIVE CORP COM 743315103   4,403,296 27,645 SH   SOLE   0 0 27,645
PTC INC COM 69370C100   5,099,734 29,148 SH   SOLE   0 0 29,148
PULTE GROUP INC COM 745867101   6,681,843 64,734 SH   SOLE   0 0 64,734
REGIONS FINANCIAL CORP NEW COM 7591EP100   315,041 16,256 SH   SOLE   0 0 16,256
SALESFORCE INC COM 79466L302   5,899,862 22,421 SH   SOLE   0 0 22,421
SERVICENOW INC COM 81762P102   5,963,482 8,441 SH   SOLE   0 0 8,441
SPDR GOLD TR GOLD SHS 78463V107   1,492,847 7,809 SH   SOLE   0 0 7,809
SPDR S&P 500 ETF TR TR UNIT 78462F103   15,659,563 32,946 SH   SOLE   0 0 32,946
SPDR SER TR DJ REIT ETF 78464A607   14,286,752 149,882 SH   SOLE   0 0 149,882
SYNOPSYS INC COM 871607107   4,409,174 8,563 SH   SOLE   0 0 8,563
TARGA RES CORP COM 87612G101   3,681,203 42,376 SH   SOLE   0 0 42,376
TRANE TECHNOLOGIES PLC SHS G8994E103   5,004,096 20,517 SH   SOLE   0 0 20,517
UNITED RENTALS INC COM 911363109   5,067,313 8,837 SH   SOLE   0 0 8,837
VANGUARD INDEX FDS REAL ESTATE ETF 922908553   520,440 5,890 SH   SOLE   0 0 5,890
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   231,504 530 SH   SOLE   0 0 530
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858   15,543,321 378,183 SH   SOLE   0 0 378,183
VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706   1,649,096 27,800 SH   SOLE   0 0 27,800
VIATRIS INC COM 92556V106   149,616 13,815 SH   SOLE   0 0 13,815
WARNER BROS DISCOVERY INC COM SER A 934423104   139,348 12,245 SH   SOLE   0 0 12,245