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
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
AKAMAI TECHNOLOGIES INC COM 00971T101 1,835,210 15,525 SH SOLE 0 0 15,525
ALBEMARLE CORP COM 012653101 1,451,032 10,746 SH SOLE 0 0 10,746
ALPHABET INC CAP STK CL A 02079K305 3,136,994 8,778 SH SOLE 0 0 8,778
AMERICAN ELEC PWR CO INC COM 025537101 2,535,773 18,535 SH SOLE 0 0 18,535
ANALOG DEVICES INC COM 032654105 4,717,982 11,879 SH SOLE 0 0 11,879
APPLIED MATLS INC COM 038222105 4,857,114 6,718 SH SOLE 0 0 6,718
ARCHER DANIELS MIDLAND CO COM 039483102 4,883,182 63,916 SH SOLE 0 0 63,916
BAKER HUGHES COMPANY CL A 05722G100 2,045,064 36,848 SH SOLE 0 0 36,848
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 15,940,925 31,857 SH SOLE 0 0 31,857
CATERPILLAR INC COM 149123101 3,495,002 3,282 SH SOLE 0 0 3,282
CF INDUSTRIES HOLD COM 125269100 2,890,217 26,697 SH SOLE 0 0 26,697
CIENA CORP COM NEW 171779309 4,557,302 9,290 SH SOLE 0 0 9,290
CISCO SYS INC COM 17275R102 2,961,284 25,211 SH SOLE 0 0 25,211
CITIGROUP INC COM NEW 172967424 2,677,715 19,132 SH SOLE 0 0 19,132
COHERENT CORP COM 19247G107 4,780,187 12,118 SH SOLE 0 0 12,118
COMFORT SYS USA INC COM 199908104 4,663,528 2,353 SH SOLE 0 0 2,353
CORNING INC COM 219350105 4,217,405 16,511 SH SOLE 0 0 16,511
CROWDSTRIKE HLDGS INC CL A 22788C105 4,942,095 6,476 SH SOLE 0 0 6,476
CUMMINS INC COM 231021106 3,505,427 4,915 SH SOLE 0 0 4,915
CVS HEALTH CORP COM 126650100 4,878,288 47,156 SH SOLE 0 0 47,156
DATADOG INC CL A COM 23804L103 4,990,320 19,167 SH SOLE 0 0 19,167
DELL TECHNOLOGIES INC CL C 24703L202 4,189,908 9,711 SH SOLE 0 0 9,711
DUPONT DE NEMOURS INC COMMON STOCK 26614N201 4,025,253 29,676 SH SOLE 0 0 29,676
EATON CORP PLC SHS G29183103 2,381,159 5,588 SH SOLE 0 0 5,588
EDISON INTL COM 281020107 2,688,390 36,110 SH SOLE 0 0 36,110
EMCOR GROUP INC COM 29084Q100 3,789,232 4,566 SH SOLE 0 0 4,566
FEDEX CORP COM 31428X106 1,927,628 6,156 SH SOLE 0 0 6,156
FORD MTR CO COM 345370860 2,595,491 186,726 SH SOLE 0 0 186,726
FREEPORT MCMORAN INC CL B 35671D857 2,591,131 41,201 SH SOLE 0 0 41,201
GE VERNOVA INC COM 36828A101 4,865,095 4,141 SH SOLE 0 0 4,141
GENERAC HLDGS INC COM 368736104 3,894,666 13,301 SH SOLE 0 0 13,301
HALLIBURTON CO COM 406216101 3,302,962 97,289 SH SOLE 0 0 97,289
HOWMET AEROSPACE INC COM 443201108 4,577,610 17,026 SH SOLE 0 0 17,026
HUNT J B TRANS SVCS INC COM 445658107 5,205,109 17,984 SH SOLE 0 0 17,984
INTEL CORP COM 458140100 6,252,771 44,781 SH SOLE 0 0 44,781
INVESCO ACTVELY MNGD ETC FD OPTIMUM YIELD 46090F100 8,058,592 507,468 SH SOLE 0 0 507,468
ISHARES GOLD TR ISHARES NEW 464285204 7,924,774 104,950 SH SOLE 0 0 104,950
ISHARES S&P GSCI COMMODITY- UNIT BEN INT 46428R107 739,110 25,843 SH SOLE 0 0 25,843
ISHARES TR 7-10 YR TRSY BD 464287440 49,409,988 522,470 SH SOLE 0 0 522,470
ISHARES TR CORE S&P500 ETF 464287200 1,478,309 1,974 SH SOLE 0 0 1,974
ISHARES TR MSCI EAFE ETF 464287465 16,284,955 156,767 SH SOLE 0 0 156,767
ISHARES TR RUS MID CAP ETF 464287499 18,179,522 164,789 SH SOLE 0 0 164,789
ISHARES TR RUSSELL 2000 ETF 464287655 19,759,695 65,767 SH SOLE 0 0 65,767
ISHARES TR TRUST ISHARE 0-1 464288679 3,997,098 36,222 SH SOLE 0 0 36,222
JABIL INC COM 466313103 3,940,762 10,223 SH SOLE 0 0 10,223
JOHNSON CONTROLS INTERNATION SHS G51502105 5,074,693 34,732 SH SOLE 0 0 34,732
KEYSIGHT TECHNOLOGIES INC COM 49338L103 2,172,534 6,206 SH SOLE 0 0 6,206
KLA CORP COM NEW 482480100 5,227,126 17,325 SH SOLE 0 0 17,325
LAM RESEARCH CORP COM NEW 512807306 5,390,192 12,439 SH SOLE 0 0 12,439
LUMENTUM HLDGS INC COM 55024U109 4,450,757 5,187 SH SOLE 0 0 5,187
MARATHON PETE CORP COM 56585A102 3,029,690 11,850 SH SOLE 0 0 11,850
MARRIOTT INTL INC NEW CL A 571903202 2,097,169 5,659 SH SOLE 0 0 5,659
MGM RESORTS INTERNATIONAL COM 552953101 3,612,619 75,562 SH SOLE 0 0 75,562
MICRON TECHNOLOGY INC COM 595112103 6,160,446 5,337 SH SOLE 0 0 5,337
MONOLITHIC PWR SYS INC COM 609839105 2,050,040 1,483 SH SOLE 0 0 1,483
MONSTER BEVERAGE CORP NEW COM 61174X109 4,036,079 41,990 SH SOLE 0 0 41,990
NORTHERN TR CORP COM 665859104 2,735,546 15,736 SH SOLE 0 0 15,736
NUCOR CORP COM 670346105 2,872,361 12,895 SH SOLE 0 0 12,895
NVIDIA CORPORATION COM 67066G104 2,633,785 13,163 SH SOLE 0 0 13,163
NXP SEMICONDUCTORS N V COM N6596X109 2,454,516 8,734 SH SOLE 0 0 8,734
ON SEMICONDUCTOR CORP COM 682189105 2,754,896 29,140 SH SOLE 0 0 29,140
PALO ALTO NETWORKS INC COM 697435105 5,694,011 16,697 SH SOLE 0 0 16,697
QUALCOMM INC COM 747525103 2,808,438 15,198 SH SOLE 0 0 15,198
QUEST DIAGNOSTICS INC COM 74834L100 1,580,935 7,459 SH SOLE 0 0 7,459
RALPH LAUREN CORP CL A 751212101 2,198,121 5,476 SH SOLE 0 0 5,476
ROCKWELL AUTOMATION INC COM 773903109 3,509,622 7,089 SH SOLE 0 0 7,089
SANDISK CORP COM 80004C200 6,689,314 2,942 SH SOLE 0 0 2,942
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 4,819,210 4,994 SH SOLE 0 0 4,994
SPDR GOLD TR GOLD SHS 78463V107 249,762 678 SH SOLE 0 0 678
SPDR SERIES TRUST ST STR DOW REIT 78464A607 12,143,597 107,494 SH SOLE 0 0 107,494
STATE STR CORP COM 857477103 2,430,368 14,330 SH SOLE 0 0 14,330
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 20,073,178 26,880 SH SOLE 0 0 26,880
STEEL DYNAMICS INC COM 858119100 3,679,162 16,034 SH SOLE 0 0 16,034
TARGA RES CORP COM 87612G101 4,272,006 15,932 SH SOLE 0 0 15,932
TERADYNE INC COM 880770102 5,027,581 10,391 SH SOLE 0 0 10,391
TEXAS INSTRS INC COM 882508104 4,317,842 14,486 SH SOLE 0 0 14,486
VALERO ENERGY CORP COM 91913Y100 2,610,911 10,025 SH SOLE 0 0 10,025
VANGUARD INDEX FDS REAL ESTATE ETF 922908553 6,873,627 71,281 SH SOLE 0 0 71,281
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 364,009 530 SH SOLE 0 0 530
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 21,618,405 362,178 SH SOLE 0 0 362,178
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 5,255,186 73,757 SH SOLE 0 0 73,757
VENTAS INC COM 92276F100 2,006,081 22,591 SH SOLE 0 0 22,591
VERTIV HOLDINGS CO COM CL A 92537N108 4,840,158 14,456 SH SOLE 0 0 14,456
WABTEC COM 929740108 3,983,070 14,774 SH SOLE 0 0 14,774
WALMART INC COM 931142103 1,958,832 17,295 SH SOLE 0 0 17,295
WESTERN DIGITAL CORP COM 958102105 4,592,397 7,190 SH SOLE 0 0 7,190