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
AMAZON COM INC COM 023135106   675,360 8,040 SH   SOLE   0 0 8,040
APPLE INC COM 037833100   5,328,819 41,013 SH   SOLE   0 0 41,013
AXCELIS TECHNOLOGIES INC COM NEW 054540208   4,373,926 55,115 SH   SOLE   0 0 55,115
BJS WHSL CLUB HLDGS INC COM 05550J101   2,961,322 44,760 SH   SOLE   0 0 44,760
CATERPILLAR INC COM 149123101   3,357,194 14,014 SH   SOLE   0 0 14,014
DEERE & CO COM 244199105   3,205,839 7,477 SH   SOLE   0 0 7,477
GARTNER INC COM 366651107   3,939,225 11,719 SH   SOLE   0 0 11,719
JABIL INC COM 466313103   3,392,882 49,749 SH   SOLE   0 0 49,749
KLA CORP COM NEW 482480100   2,735,730 7,256 SH   SOLE   0 0 7,256
LINCOLN ELEC HLDGS INC COM 533900106   3,346,388 23,160 SH   SOLE   0 0 23,160
MCKESSON CORP COM 58155Q103   4,076,804 10,868 SH   SOLE   0 0 10,868
MERCK & CO INC COM 58933Y105   3,637,829 32,788 SH   SOLE   0 0 32,788
MICROSOFT CORP COM 594918104   4,297,095 17,918 SH   SOLE   0 0 17,918
STEEL DYNAMICS INC COM 858119100   3,846,840 39,374 SH   SOLE   0 0 39,374
SYSCO CORP COM 871829107   3,226,878 42,209 SH   SOLE   0 0 42,209
TFI INTL INC COM 87241L109   3,715,396 37,065 SH   SOLE   0 0 37,065
ULTA BEAUTY INC COM 90384S303   3,766,632 8,030 SH   SOLE   0 0 8,030
UNITED NAT FOODS INC COM 911163103   2,964,605 76,585 SH   SOLE   0 0 76,585
UNITED RENTALS INC COM 911363109   3,353,032 9,434 SH   SOLE   0 0 9,434
WESCO INTL INC COM 95082P105   3,719,066 29,705 SH   SOLE   0 0 29,705
NOVO-NORDISK A S ADR 670100205   3,792,904 28,025 SH   SOLE   0 0 28,025
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   1,927,919 7,225 SH   SOLE   0 0 7,225
AIR PRODS & CHEMS INC COM 009158106   2,225,945 7,221 SH   SOLE   0 0 7,221
AMERIPRISE FINL INC COM 03076C106   2,280,785 7,325 SH   SOLE   0 0 7,325
ANALOG DEVICES INC COM 032654105   2,210,632 13,477 SH   SOLE   0 0 13,477
BLACKROCK INC COM 09247X101   2,225,098 3,140 SH   SOLE   0 0 3,140
BRISTOL-MYERS SQUIBB CO COM 110122108   2,222,536 30,890 SH   SOLE   0 0 30,890
BROADCOM INC COM 11135F101   2,427,742 4,342 SH   SOLE   0 0 4,342
EATON CORP PLC SHS G29183103   2,194,161 13,980 SH   SOLE   0 0 13,980
HONEYWELL INTL INC COM 438516106   2,308,654 10,773 SH   SOLE   0 0 10,773
JOHNSON & JOHNSON COM 478160104   2,307,579 13,063 SH   SOLE   0 0 13,063
LOCKHEED MARTIN CORP COM 539830109   2,177,043 4,475 SH   SOLE   0 0 4,475
ORACLE CORP COM 68389X105   2,303,924 28,186 SH   SOLE   0 0 28,186
PARKER-HANNIFIN CORP COM 701094104   2,231,388 7,668 SH   SOLE   0 0 7,668
GRAINGER W W INC COM 384802104   2,241,688 4,030 SH   SOLE   0 0 4,030
ABRDN PRECIOUS METALS BASKET PHYSCL PRECS MET 003263100   3,837,515 43,007 SH   SOLE   0 0 43,007
BHP GROUP LTD SPONSORED ADS 088606108   1,286,297 20,730 SH   SOLE   0 0 20,730
CHEVRON CORP NEW COM 166764100   1,385,124 7,717 SH   SOLE   0 0 7,717
EXXON MOBIL CORP COM 30231G102   1,383,162 12,540 SH   SOLE   0 0 12,540
HESS CORP COM 42809H107   1,378,490 9,720 SH   SOLE   0 0 9,720
RIO TINTO PLC SPONSORED ADR 767204100   1,309,226 18,388 SH   SOLE   0 0 18,388
SPDR S&P 500 ETF TR TR UNIT 78462F103   3,739,018 9,777 SH   SOLE   0 0 9,777
UNITED STS OIL FD LP UNITS 91232N207   1,375,208 19,615 SH   SOLE   0 0 19,615
CARETRUST REIT INC COM 14174T107   2,348,233 126,385 SH   SOLE   0 0 126,385
CROWN CASTLE INC COM 22822V101   2,417,647 17,824 SH   SOLE   0 0 17,824
EVERGY INC COM 30034W106   2,462,136 39,125 SH   SOLE   0 0 39,125
GETTY RLTY CORP NEW COM 374297109   2,453,956 72,495 SH   SOLE   0 0 72,495
LAMAR ADVERTISING CO NEW CL A 512816109   2,432,877 25,772 SH   SOLE   0 0 25,772
LIFE STORAGE INC COM 53223X107   2,352,673 23,885 SH   SOLE   0 0 23,885
NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106   2,367,666 65,550 SH   SOLE   0 0 65,550
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106   2,319,979 33,100 SH   SOLE   0 0 33,100
NRG ENERGY INC COM NEW 629377508   2,416,093 75,930 SH   SOLE   0 0 75,930
NVIDIA CORPORATION COM 67066G104   343,137 2,348 SH   SOLE   0 0 2,348
NETFLIX INC COM 64110L106   294,880 1,000 SH   SOLE   0 0 1,000
ISHARES TR RUSSELL 2000 ETF 464287655   575,388 3,300 SH   SOLE   0 0 3,300