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
Boston Scientific Corp Common Stock 101137107 5,161,287 67,021 SH SOLE 67,021 0 0
Bristol-Myers Squibb Co Common Stock 110122108 3,745,425 90,186 SH SOLE 90,186 0 0
Brown & Brown Inc Common Stock 115236101 272,879 3,052 SH SOLE 3,052 0 0
Cigna Group/The Common Stock 125523100 4,306,666 13,028 SH SOLE 13,028 0 0
CVS Health Corp Common Stock 126650100 3,591,202 60,806 SH SOLE 60,806 0 0
Caterpillar Inc Common Stock 149123101 11,389,022 34,191 SH SOLE 34,191 0 0
Chevron Corp Common Stock 166764100 5,693,532 36,399 SH SOLE 36,399 0 0
Citigroup Inc Common Stock 172967424 2,973,355 46,854 SH SOLE 46,854 0 0
Citizens Financial Group Inc Common Stock 174610105 1,005,309 27,902 SH SOLE 27,902 0 0
Columbia Banking System Inc Common Stock 197236102 103,488 5,203 SH SOLE 5,203 0 0
Corpay Inc Common Stock 219948106 324,487 1,218 SH SOLE 1,218 0 0
Cullen/Frost Bankers Inc Common Stock 229899109 147,770 1,454 SH SOLE 1,454 0 0
Danaher Corp Common Stock 235851102 4,737,406 18,961 SH SOLE 18,961 0 0
Digital Realty Trust Inc REIT 253868103 435,319 2,863 SH SOLE 2,863 0 0
Enterprise Financial Services Corp Common Stock 293712105 80,225 1,961 SH SOLE 1,961 0 0
First Horizon Corp Common Stock 320517105 194,255 12,318 SH SOLE 12,318 0 0
Fiserv Inc Common Stock 337738108 2,130,825 14,297 SH SOLE 14,297 0 0
Franco-Nevada Corp Common Stock 351858105 5,428,216 45,800 SH SOLE 45,800 0 0
Arthur J Gallagher & Co Common Stock 363576109 167,255 645 SH SOLE 645 0 0
General Electric Co Common Stock 369604301 13,054,775 82,121 SH SOLE 82,121 0 0
Hamilton Lane Inc Common Stock 407497106 259,147 2,097 SH SOLE 2,097 0 0
Hancock Whitney Corp Common Stock 410120109 531,965 11,122 SH SOLE 11,122 0 0
Hanover Insurance Group Inc/The Common Stock 410867105 295,160 2,353 SH SOLE 2,353 0 0
Hartford Insurance Group Inc/The Common Stock 416515104 366,971 3,650 SH SOLE 3,650 0 0
Home BancShares Inc/AR Common Stock 436893200 254,599 10,626 SH SOLE 10,626 0 0
Home Depot Inc/The Common Stock 437076102 11,044,596 32,084 SH SOLE 32,084 0 0
Houlihan Lokey Inc Common Stock 441593100 224,137 1,662 SH SOLE 1,662 0 0
Intel Corp Common Stock 458140100 10,739,498 346,771 SH SOLE 346,771 0 0
Intuit Inc Common Stock 461202103 15,486,496 23,564 SH SOLE 23,564 0 0
iShares 20(plus) Year Treasury Bond ETF ETP 464287432 41,738,607 454,768 SH SOLE 454,768 0 0
Johnson & Johnson Common Stock 478160104 15,533,739 106,279 SH SOLE 106,279 0 0
Kemper Corp Common Stock 488401100 255,712 4,310 SH SOLE 4,310 0 0
KeyCorp Common Stock 493267108 179,202 12,611 SH SOLE 12,611 0 0
Kinross Gold Corp Common Stock 496902404 6,843,009 822,477 SH SOLE 822,477 0 0
Eli Lilly & Co Common Stock 532457108 19,518,182 21,558 SH SOLE 21,558 0 0
MGIC Investment Corp Common Stock 552848103 311,936 14,475 SH SOLE 14,475 0 0
Marsh & McLennan Cos Inc Common Stock 571748102 2,539,597 12,052 SH SOLE 12,052 0 0
Microsoft Corp Common Stock 594918104 28,453,284 63,661 SH SOLE 63,661 0 0
Moody's Corp Common Stock 615369105 168,372 400 SH SOLE 400 0 0
Morgan Stanley Common Stock 617446448 1,439,092 14,807 SH SOLE 14,807 0 0
Nasdaq Inc Common Stock 631103108 465,147 7,719 SH SOLE 7,719 0 0
Newmont Corp Common Stock 651639106 5,998,045 143,254 SH SOLE 143,254 0 0
Occidental Petroleum Corp Common Stock 674599105 5,683,289 90,168 SH SOLE 90,168 0 0
Pan American Silver Corp Common Stock 697900108 6,196,198 311,680 SH SOLE 311,680 0 0
Pfizer Inc Common Stock 717081103 4,811,888 171,976 SH SOLE 171,976 0 0
Phillips 66 Common Stock 718546104 5,724,726 40,552 SH SOLE 40,552 0 0
Popular Inc Common Stock 733174700 581,339 6,574 SH SOLE 6,574 0 0
Procter & Gamble Co/The Common Stock 742718109 12,180,661 73,858 SH SOLE 73,858 0 0
Progressive Corp/The Common Stock 743315103 2,865,983 13,798 SH SOLE 13,798 0 0
Prosperity Bancshares Inc Common Stock 743606105 390,134 6,381 SH SOLE 6,381 0 0
QUALCOMM Inc Common Stock 747525103 16,696,264 83,825 SH SOLE 83,825 0 0
Raymond James Financial Inc Common Stock 754730109 327,937 2,653 SH SOLE 2,653 0 0
Realty Income Corp REIT 756109104 427,050 8,085 SH SOLE 8,085 0 0
Royal Gold Inc Common Stock 780287108 5,441,206 43,474 SH SOLE 43,474 0 0
SLB Ltd Common Stock 806857108 5,787,995 122,679 SH SOLE 122,679 0 0
Charles Schwab Corp/The Common Stock 808513105 2,185,866 29,663 SH SOLE 29,663 0 0
Schwab Short-Term US Treasury ETF ETP 808524862 3,281,455 68,179 SH SOLE 68,179 0 0
Seacoast Banking Corp of Florida Common Stock 811707801 120,280 5,088 SH SOLE 5,088 0 0
Simon Property Group Inc REIT 828806109 439,157 2,893 SH SOLE 2,893 0 0
Stifel Financial Corp Common Stock 860630102 197,753 2,350 SH SOLE 2,350 0 0
Stryker Corp Common Stock 863667101 4,498,105 13,220 SH SOLE 13,220 0 0
TPG Inc Common Stock 872657101 299,974 7,237 SH SOLE 7,237 0 0
Thermo Fisher Scientific Inc Common Stock 883556102 4,485,383 8,111 SH SOLE 8,111 0 0
Tradeweb Markets Inc Common Stock 892672106 225,780 2,130 SH SOLE 2,130 0 0
US Bancorp Common Stock 902973304 557,785 14,050 SH SOLE 14,050 0 0
Vanguard Extended Duration Treasury ETF ETP 921910709 5,211,449 70,991 SH SOLE 70,991 0 0
Voya Financial Inc Common Stock 929089100 195,805 2,752 SH SOLE 2,752 0 0
WSFS Financial Corp Common Stock 929328102 216,858 4,614 SH SOLE 4,614 0 0
Webster Financial Corp Common Stock 947890109 358,048 8,214 SH SOLE 8,214 0 0
Wells Fargo & Co Common Stock 949746101 3,007,628 50,642 SH SOLE 50,642 0 0
Western Alliance Bancorp Common Stock 957638109 483,086 7,690 SH SOLE 7,690 0 0
Wheaton Precious Metals Corp Common Stock 962879102 5,483,080 104,599 SH SOLE 104,599 0 0
Zions Bancorp NA Common Stock 989701107 104,435 2,408 SH SOLE 2,408 0 0
AbbVie Inc Common Stock 00287Y109 4,535,846 26,445 SH SOLE 26,445 0 0
Adobe Inc Common Stock 00724F101 29,743,612 53,540 SH SOLE 53,540 0 0
Ally Financial Inc Common Stock 02005N100 303,158 7,642 SH SOLE 7,642 0 0
Alphabet Inc Common Stock 02079K305 31,020,874 170,304 SH SOLE 170,304 0 0
American Tower Corp REIT 03027X100 430,357 2,214 SH SOLE 2,214 0 0
Ameriprise Financial Inc Common Stock 03076C106 184,973 433 SH SOLE 433 0 0
Ameris Bancorp Common Stock 03076K108 293,994 5,839 SH SOLE 5,839 0 0
Apollo Global Management Inc Common Stock 03769M106 1,184,124 10,029 SH SOLE 10,029 0 0
Ares Management Corp Common Stock 03990B101 446,888 3,353 SH SOLE 3,353 0 0
Ares Capital Corp Common Stock 04010L103 760,660 36,500 SH SOLE 36,500 0 0
BOK Financial Corp Common Stock 05561Q201 183,280 2,000 SH SOLE 2,000 0 0
Bank OZK Common Stock 06417N103 196,636 4,796 SH SOLE 4,796 0 0
Blackstone Inc Common Stock 09260D107 2,252,789 18,197 SH SOLE 18,197 0 0
Blue Owl Capital Inc Common Stock 09581B103 302,460 17,040 SH SOLE 17,040 0 0
Broadcom Inc Common Stock 11135F101 33,049,835 20,585 SH SOLE 20,585 0 0
B2Gold Corp Common Stock 11777Q209 4,932,773 1,826,953 SH SOLE 1,826,953 0 0
Cboe Global Markets Inc Common Stock 12503M108 346,752 2,039 SH SOLE 2,039 0 0
CME Group Inc Common Stock 12572Q105 2,402,059 12,218 SH SOLE 12,218 0 0
Cadence Bank Common Stock 12740C103 415,886 14,706 SH SOLE 14,706 0 0
Carlyle Group Inc/The Common Stock 14316J108 152,570 3,800 SH SOLE 3,800 0 0
ConocoPhillips Common Stock 20825C104 5,449,749 47,646 SH SOLE 47,646 0 0
CoStar Group Inc Common Stock 22160N109 437,574 5,902 SH SOLE 5,902 0 0
Crown Castle Inc REIT 22822V101 438,282 4,486 SH SOLE 4,486 0 0
Diamondback Energy Inc Common Stock 25278X109 5,898,999 29,467 SH SOLE 29,467 0 0
EOG Resources Inc Common Stock 26875P101 5,558,797 44,163 SH SOLE 44,163 0 0
East West Bancorp Inc Common Stock 27579R104 547,687 7,479 SH SOLE 7,479 0 0
Equinix Inc REIT 29444U700 403,268 533 SH SOLE 533 0 0
Evercore Inc Common Stock 29977A105 263,872 1,266 SH SOLE 1,266 0 0
Exxon Mobil Corp Common Stock 30231G102 18,191,032 158,018 SH SOLE 158,018 0 0
Meta Platforms Inc Common Stock 30303M102 27,701,847 54,940 SH SOLE 54,940 0 0
First American Financial Corp Common Stock 31847R102 188,717 3,498 SH SOLE 3,498 0 0
First Financial Bankshares Inc Common Stock 32020R109 168,321 5,700 SH SOLE 5,700 0 0
Global Payments Inc Common Stock 37940X102 348,120 3,600 SH SOLE 3,600 0 0
Gold Fields Ltd ADR 38059T106 5,116,064 343,360 SH SOLE 343,360 0 0
Goldman Sachs Group Inc/The Common Stock 38141G104 2,955,911 6,535 SH SOLE 6,535 0 0
HDFC Bank Ltd ADR 40415F101 1,106,476 17,200 SH SOLE 17,200 0 0
Intercontinental Exchange Inc Common Stock 45866F104 2,546,975 18,606 SH SOLE 18,606 0 0
Intuitive Surgical Inc Common Stock 46120E602 5,307,061 11,930 SH SOLE 11,930 0 0
JPMorgan Chase & Co Common Stock 46625H100 15,807,833 78,156 SH SOLE 78,156 0 0
Jefferies Financial Group Inc Common Stock 47233W109 205,509 4,130 SH SOLE 4,130 0 0
KKR & Co Inc Common Stock 48251W104 442,008 4,200 SH SOLE 4,200 0 0
Kinsale Capital Group Inc Common Stock 49714P108 103,640 269 SH SOLE 269 0 0
LPL Financial Holdings Inc Common Stock 50212V100 551,059 1,973 SH SOLE 1,973 0 0
Live Oak Bancshares Inc Common Stock 53803X105 343,518 9,798 SH SOLE 9,798 0 0
M&T Bank Corp Common Stock 55261F104 564,573 3,730 SH SOLE 3,730 0 0
MSCI Inc Common Stock 55354G100 226,423 470 SH SOLE 470 0 0
Marathon Petroleum Corp Common Stock 56585A102 5,528,634 31,869 SH SOLE 31,869 0 0
Mastercard Inc Common Stock 57636Q104 2,449,761 5,553 SH SOLE 5,553 0 0
Merck & Co Inc Common Stock 58933Y105 4,581,219 37,005 SH SOLE 37,005 0 0
MetLife Inc Common Stock 59156R108 421,140 6,000 SH SOLE 6,000 0 0
Netflix Inc Common Stock 64110L106 16,207,918 24,016 SH SOLE 24,016 0 0
NextEra Energy Inc Common Stock 65339F101 13,172,926 186,032 SH SOLE 186,032 0 0
NVIDIA Corp Common Stock 67066G104 33,284,394 269,422 SH SOLE 269,422 0 0
Oaktree Specialty Lending Corp Common Stock 67401P405 359,892 19,133 SH SOLE 19,133 0 0
Palomar Holdings Inc Common Stock 69753M105 143,636 1,770 SH SOLE 1,770 0 0
Pinnacle Financial Partners Inc/Reorg Common Stock 72346Q104 325,283 4,064 SH SOLE 4,064 0 0
Primerica Inc Common Stock 74164M108 181,693 768 SH SOLE 768 0 0
Prologis Inc REIT 74340W103 10,875,427 96,834 SH SOLE 96,834 0 0
Public Storage REIT 74460D109 424,571 1,476 SH SOLE 1,476 0 0
Regeneron Pharmaceuticals Inc Common Stock 75886F107 5,191,037 4,939 SH SOLE 4,939 0 0
Regions Financial Corp Common Stock 7591EP100 295,089 14,725 SH SOLE 14,725 0 0
Ryan Specialty Holdings Inc Common Stock 78351F107 524,896 9,064 SH SOLE 9,064 0 0
S&P Global Inc Common Stock 78409V104 2,595,274 5,819 SH SOLE 5,819 0 0
Salesforce Inc Common Stock 79466L302 10,400,466 40,453 SH SOLE 40,453 0 0
Sibanye Stillwater Ltd ADR 82575P107 4,477,211 1,029,244 SH SOLE 1,029,244 0 0
Sixth Street Specialty Lending Inc Common Stock 83012A109 675,514 31,640 SH SOLE 31,640 0 0
Synovus Financial Corp Common Stock 87161C501 361,589 8,997 SH SOLE 8,997 0 0
Tesla Inc Common Stock 88160R101 31,040,050 156,863 SH SOLE 156,863 0 0
Truist Financial Corp Common Stock 89832Q109 559,440 14,400 SH SOLE 14,400 0 0
UnitedHealth Group Inc Common Stock 91324P102 17,325,534 34,021 SH SOLE 34,021 0 0
Valero Energy Corp Common Stock 91913Y100 5,806,234 37,039 SH SOLE 37,039 0 0
Vanguard Intermediate-Term Treasury ETF ETP 92206C706 7,738,651 132,898 SH SOLE 132,898 0 0
Vanguard Long-Term Treasury ETF ETP 92206C847 25,260,206 437,937 SH SOLE 437,937 0 0
Vertex Pharmaceuticals Inc Common Stock 92532F100 4,943,121 10,546 SH SOLE 10,546 0 0
Visa Inc Common Stock 92826C839 13,361,298 50,906 SH SOLE 50,906 0 0
Welltower Inc REIT 95040Q104 427,738 4,103 SH SOLE 4,103 0 0
WEX Inc Common Stock 96208T104 132,855 750 SH SOLE 750 0 0
Wintrust Financial Corp Common Stock 97650W108 279,319 2,834 SH SOLE 2,834 0 0
Anglogold Ashanti Plc Common Stock G0378L100 6,351,256 252,736 SH SOLE 252,736 0 0
Arch Capital Group Ltd Common Stock G0450A105 441,192 4,373 SH SOLE 4,373 0 0
Essent Group Ltd Common Stock G3198U102 328,880 5,853 SH SOLE 5,853 0 0
Linde PLC Common Stock G54950103 11,130,854 25,366 SH SOLE 25,366 0 0
Medtronic PLC Common Stock G5960L103 4,326,925 54,973 SH SOLE 54,973 0 0
NU Holdings Ltd/Cayman Islands Common Stock G6683N103 445,994 34,600 SH SOLE 34,600 0 0
RenaissanceRe Holdings Ltd Common Stock G7496G103 179,032 801 SH SOLE 801 0 0
Willis Towers Watson PLC Common Stock G96629103 1,056,424 4,030 SH SOLE 4,030 0 0
Chubb Ltd Common Stock H1467J104 2,780,372 10,900 SH SOLE 10,900 0 0
Agnico Eagle Mines Ltd Common Stock 008474108 5,905,751 90,302 SH SOLE 90,302 0 0
Alamos Gold Inc Common Stock 011532108 5,874,747 374,665 SH SOLE 374,665 0 0
American Express Co Common Stock 025816109 2,231,910 9,639 SH SOLE 9,639 0 0
Berkshire Hathaway Inc Common Stock 084670702 14,312,444 35,183 SH SOLE 35,183 0 0
Bank of America Corp Common Stock 060505104 2,928,822 73,644 SH SOLE 73,644 0 0
Allstate Corp/The Common Stock 020002101 536,458 3,360 SH SOLE 3,360 0 0
W R Berkley Corp Common Stock 084423102 288,310 3,669 SH SOLE 3,669 0 0
Amgen Inc Common Stock 031162100 4,539,586 14,529 SH SOLE 14,529 0 0
Abbott Laboratories Common Stock 002824100 4,246,074 40,863 SH SOLE 40,863 0 0
Apple Inc Common Stock 037833100 31,505,803 149,586 SH SOLE 149,586 0 0
Amazon.com Inc Common Stock 023135106 29,614,017 153,242 SH SOLE 153,242 0 0
Advanced Micro Devices Inc Common Stock 007903107 22,878,747 141,044 SH SOLE 141,044 0 0
Applied Materials Inc Common Stock 038222105 17,198,243 72,877 SH SOLE 72,877 0 0
Elevance Health Inc Common Stock 036752103 5,001,910 9,231 SH SOLE 9,231 0 0