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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3M CO COM 88579Y101 8,006 45,804 SH   SOLE   45,804 0 0
BRUNSWICK CORP COM 117043109 3,083 40,433 SH   SOLE   40,433 0 0
CARLISLE COS INC COM 142339100 2,489 15,937 SH   SOLE   15,937 0 0
CARMAX INC COM 143130102 2,080 22,023 SH   SOLE   22,023 0 0
COLGATE PALMOLIVE CO COM 194162103 3,069 35,892 SH   SOLE   35,892 0 0
COMPANIA CERVECERIAS UNIDAS SPONSORED ADR 204429104 6,645 452,039 SH   SOLE   452,039 0 0
COVETRUS INC COM 22304C100 2,622 91,243 SH   SOLE   91,243 0 0
DENTSPLY SIRONA INC COM 24906P109 2,312 44,150 SH   SOLE   44,150 0 0
EMERSON ELEC CO COM 291011104 5,556 69,133 SH   SOLE   69,133 0 0
FRANCO NEV CORP COM 351858105 3,364 26,843 SH   SOLE   26,843 0 0
GRAINGER W W INC COM 384802104 5,290 12,956 SH   SOLE   12,956 0 0
HENRY SCHEIN INC COM 806407102 4,865 72,767 SH   SOLE   72,767 0 0
MCDONALDS CORP COM 580135101 3,676 17,129 SH   SOLE   17,129 0 0
MOHAWK INDS INC COM 608190104 11,749 83,355 SH   SOLE   83,355 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 4,982 11,008 SH   SOLE   11,008 0 0
PERRIGO CO PLC SHS G97822103 5,173 115,687 SH   SOLE   115,687 0 0
PROSHARES TR PSHS ULTSH 20YRS 74347B201 985 60,000 SH   SOLE   60,000 0 0
SCOTTS MIRACLE GRO CO CL A 810186106 3,393 17,040 SH   SOLE   17,040 0 0
SONOCO PRODS CO COM 835495102 2,469 41,673 SH   SOLE   41,673 0 0
SPDR GOLD TR GOLD SHS 78463V107 17,092 95,830 SH   SOLE   95,830 0 0
SPDR SER TR S&P REGL BKG 78464A698 1,849 35,600 SH   SOLE   35,600 0 0
TARGET CORP COM 87612E106 2,883 16,330 SH   SOLE   16,330 0 0