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
Expires: July 31, 2015
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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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALPHABET INC COM CL A 02079K305 8,615,951 27,527 SH SOLE NONE 27,527 0 0
AMAZON.COM INC COM 023135106 3,219,016 13,946 SH SOLE NONE 13,946 0 0
AMPHENOL CORP COM 032095101 3,662,294 27,100 SH SOLE NONE 27,100 0 0
APPLE INC COM 037833100 6,537,689 24,048 SH SOLE NONE 24,048 0 0
BANK OF AMERICA CORP COM 060505104 3,806,330 69,206 SH SOLE NONE 69,206 0 0
BROADCOM INC COM 11135F101 9,128,734 26,376 SH SOLE NONE 26,376 0 0
CAMECO CORP COM 13321L108 3,446,703 37,673 SH SOLE NONE 37,673 0 0
CATERPILLAR INC COM 149123101 3,715,062 6,485 SH SOLE NONE 6,485 0 0
CENCORA INC COM 03073E105 3,408,573 10,092 SH SOLE NONE 10,092 0 0
CITIGROUP INC COM 172967424 9,797,993 83,966 SH SOLE NONE 83,966 0 0
GOLDMAN SACHS GROUP INC/THE COM 38141G104 9,552,972 10,868 SH SOLE NONE 10,868 0 0
HEALTH CARE SELECT SECTOR SPDR ETF 81369Y209 6,753,924 43,630 SH SOLE NONE 43,630 0 0
ISHARES BIOTECHNOLOGY ETF ETF 464287556 7,125,301 42,219 SH SOLE NONE 42,219 0 0
ISHARES CORE S&P SMALL-CAP ETF ETF 464287804 4,262,785 35,470 SH SOLE NONE 35,470 0 0
ISHARES LATIN AMERICA 40 ETF ETF 464287390 2,102,573 69,050 SH SOLE NONE 69,050 0 0
ISHARES MSCI CHILE ETF ETF 464286640 1,140,088 28,220 SH SOLE NONE 28,220 0 0
ISHARES MSCI JAPAN ETF ETF 46434G822 2,099,240 26,000 SH SOLE NONE 26,000 0 0
JPMORGAN CHASE & CO COM 46625H100 3,889,195 12,070 SH SOLE NONE 12,070 0 0
MORGAN STANLEY COM 617446448 9,021,720 50,818 SH SOLE NONE 50,818 0 0
NEWMONT CORP COM 651639106 6,822,551 68,328 SH SOLE NONE 68,328 0 0
NVIDIA CORP COM 67066G104 10,430,945 55,930 SH SOLE NONE 55,930 0 0
PARKER-HANNIFIN CORP COM 701094104 3,461,344 3,938 SH SOLE NONE 3,938 0 0
RTX CORP COM 75513E101 6,600,383 35,989 SH SOLE NONE 35,989 0 0
SPDR S&P BIOTECH ETF ETF 78464A870 3,284,794 26,940 SH SOLE NONE 26,940 0 0
TAIWAN SEMICONDUCTOR MANUFACTURING SPON SPONSORED ADR 874039100 3,830,533 12,605 SH SOLE NONE 12,605 0 0
TESLA INC COM 88160R101 2,271,536 5,051 SH SOLE NONE 5,051 0 0
TJX COS INC/THE COM 872540109 3,584,950 23,338 SH SOLE NONE 23,338 0 0