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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
BAIDU INC SPON ADR REP A 056752108   314,835 3,421 SH   SOLE   3,421 0 0
CARLISLE COS INC COM 142339100   896,196 2,632 SH   SOLE   2,632 0 0
CARMAX INC COM 143130102   695,046 8,920 SH   SOLE   8,920 0 0
CHEVRON CORP NEW COM 166764100   1,284,787 7,680 SH   SOLE   7,680 0 0
CORPAY INC COM SHS 219948106   748,702 2,147 SH   SOLE   2,147 0 0
DISNEY WALT CO COM 254687106   971,208 9,840 SH   SOLE   9,840 0 0
DOLLAR GEN CORP NEW COM 256677105   997,654 11,346 SH   SOLE   11,346 0 0
EMERSON ELEC CO COM 291011104   1,154,838 10,533 SH   SOLE   10,533 0 0
ENVISTA HOLDINGS CORPORATION COM 29415F104   524,652 30,397 SH   SOLE   30,397 0 0
FRANCO NEV CORP COM 351858105   1,703,539 10,812 SH   SOLE   10,812 0 0
GRAINGER W W INC COM 384802104   660,858 669 SH   SOLE   669 0 0
HENRY SCHEIN INC COM 806407102   679,010 9,914 SH   SOLE   9,914 0 0
ISHARES INC MSCI WORLD ETF 464286392   5,050,191 32,969 SH   SOLE   32,969 0 0
ISHARES TR CORE US AGGBD ET 464287226   4,941,900 51,000 SH   SOLE   51,000 0 0
ISHARES TR MSCI ACWI ETF 464288257   6,901,927 59,300 SH   SOLE   59,300 0 0
MCDONALDS CORP COM 580135101   669,097 2,142 SH   SOLE   2,142 0 0
OREILLY AUTOMOTIVE INC COM 67103H107   797,947 557 SH   SOLE   557 0 0
ROSS STORES INC COM 778296103   658,630 5,154 SH   SOLE   5,154 0 0
SCOTTS MIRACLE-GRO CO CL A 810186106   403,826 7,357 SH   SOLE   7,357 0 0
SOUTHERN COPPER CORP COM 84265V105   635,808 6,803 SH   SOLE   6,803 0 0
SPDR GOLD TR GOLD SHS 78463V107   10,692,299 37,108 SH   SOLE   37,108 0 0
TESLA INC COM 88160R101   777,480 3,000 SH   SOLE   3,000 0 0