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 4,357,851 52,003 SH SOLE 52,003 0 0
Bristol-Myers Squibb Co Common Stock 110122108 4,524,973 87,456 SH SOLE 87,456 0 0
Brown & Brown Inc Common Stock 115236101 419,787 4,052 SH SOLE 4,052 0 0
Cigna Group/The Common Stock 125523100 4,260,866 12,299 SH SOLE 12,299 0 0
Camden Property Trust REIT 133131102 197,648 1,600 SH SOLE 1,600 0 0
Caterpillar Inc Common Stock 149123101 15,348,722 39,243 SH SOLE 39,243 0 0
Chevron Corp Common Stock 166764100 5,799,345 39,379 SH SOLE 39,379 0 0
Citigroup Inc Common Stock 172967424 3,491,327 55,772 SH SOLE 55,772 0 0
Citizens Financial Group Inc Common Stock 174610105 274,430 6,682 SH SOLE 6,682 0 0
Corpay Inc Common Stock 219948106 205,796 658 SH SOLE 658 0 0
Cullen/Frost Bankers Inc Common Stock 229899109 255,488 2,284 SH SOLE 2,284 0 0
Danaher Corp Common Stock 235851102 4,445,540 15,990 SH SOLE 15,990 0 0
Digital Realty Trust Inc REIT 253868103 2,090,034 12,915 SH SOLE 12,915 0 0
Enterprise Financial Services Corp Common Stock 293712105 100,521 1,961 SH SOLE 1,961 0 0
First Horizon Corp Common Stock 320517105 377,659 24,318 SH SOLE 24,318 0 0
Fiserv Inc Common Stock 337738108 2,709,481 15,082 SH SOLE 15,082 0 0
Franco-Nevada Corp Common Stock 351858105 6,248,408 50,289 SH SOLE 50,289 0 0
Arthur J Gallagher & Co Common Stock 363576109 240,571 855 SH SOLE 855 0 0
General Electric Co Common Stock 369604301 14,566,108 77,241 SH SOLE 77,241 0 0
Gilead Sciences Inc Common Stock 375558103 4,383,407 52,283 SH SOLE 52,283 0 0
Halliburton Co Common Stock 406216101 5,593,636 192,552 SH SOLE 192,552 0 0
Hamilton Lane Inc Common Stock 407497106 241,976 1,437 SH SOLE 1,437 0 0
Hancock Whitney Corp Common Stock 410120109 336,289 6,572 SH SOLE 6,572 0 0
Hanover Insurance Group Inc/The Common Stock 410867105 415,152 2,803 SH SOLE 2,803 0 0
Hartford Insurance Group Inc/The Common Stock 416515104 444,566 3,780 SH SOLE 3,780 0 0
Home BancShares Inc/AR Common Stock 436893200 287,858 10,626 SH SOLE 10,626 0 0
Houlihan Lokey Inc Common Stock 441593100 262,629 1,662 SH SOLE 1,662 0 0
Intuit Inc Common Stock 461202103 17,853,750 28,750 SH SOLE 28,750 0 0
iShares 20(plus) Year Treasury Bond ETF ETP 464287432 70,808,972 721,804 SH SOLE 721,804 0 0
Johnson & Johnson Common Stock 478160104 18,871,077 116,445 SH SOLE 116,445 0 0
Kemper Corp Common Stock 488401100 560,438 9,150 SH SOLE 9,150 0 0
KeyCorp Common Stock 493267108 150,934 9,011 SH SOLE 9,011 0 0
Kinross Gold Corp Common Stock 496902404 8,115,073 866,995 SH SOLE 866,995 0 0
Eli Lilly & Co Common Stock 532457108 18,284,030 20,638 SH SOLE 20,638 0 0
MGIC Investment Corp Common Stock 552848103 385,920 15,075 SH SOLE 15,075 0 0
Marsh & McLennan Cos Inc Common Stock 571748102 3,097,828 13,886 SH SOLE 13,886 0 0
Microsoft Corp Common Stock 594918104 32,710,545 76,018 SH SOLE 76,018 0 0
Morgan Stanley Common Stock 617446448 2,755,376 26,433 SH SOLE 26,433 0 0
Nasdaq Inc Common Stock 631103108 483,253 6,619 SH SOLE 6,619 0 0
Newmont Corp Common Stock 651639106 7,951,970 148,774 SH SOLE 148,774 0 0
Occidental Petroleum Corp Common Stock 674599105 5,712,436 110,835 SH SOLE 110,835 0 0
Pan American Silver Corp Common Stock 697900108 7,077,852 339,140 SH SOLE 339,140 0 0
Pfizer Inc Common Stock 717081103 4,317,211 149,178 SH SOLE 149,178 0 0
Phillips 66 Common Stock 718546104 5,823,366 44,301 SH SOLE 44,301 0 0
Popular Inc Common Stock 733174700 601,018 5,994 SH SOLE 5,994 0 0
Procter & Gamble Co/The Common Stock 742718109 14,475,710 83,578 SH SOLE 83,578 0 0
Progressive Corp/The Common Stock 743315103 3,574,463 14,086 SH SOLE 14,086 0 0
Prosperity Bancshares Inc Common Stock 743606105 471,410 6,541 SH SOLE 6,541 0 0
QUALCOMM Inc Common Stock 747525103 18,874,020 110,991 SH SOLE 110,991 0 0
Raymond James Financial Inc Common Stock 754730109 202,426 1,653 SH SOLE 1,653 0 0
Realty Income Corp REIT 756109104 2,112,901 33,316 SH SOLE 33,316 0 0
Royal Gold Inc Common Stock 780287108 6,696,940 47,733 SH SOLE 47,733 0 0
SLB Ltd Common Stock 806857108 5,649,490 134,672 SH SOLE 134,672 0 0
Charles Schwab Corp/The Common Stock 808513105 2,689,032 41,491 SH SOLE 41,491 0 0
Seacoast Banking Corp of Florida Common Stock 811707801 76,965 2,888 SH SOLE 2,888 0 0
Simon Property Group Inc REIT 828806109 2,090,777 12,370 SH SOLE 12,370 0 0
State Street Corp Common Stock 857477103 557,361 6,300 SH SOLE 6,300 0 0
Stifel Financial Corp Common Stock 860630102 220,665 2,350 SH SOLE 2,350 0 0
Stryker Corp Common Stock 863667101 4,346,319 12,031 SH SOLE 12,031 0 0
TPG Inc Common Stock 872657101 203,590 3,537 SH SOLE 3,537 0 0
Texas Instruments Inc Common Stock 882508104 18,678,473 90,422 SH SOLE 90,422 0 0
Thermo Fisher Scientific Inc Common Stock 883556102 4,443,807 7,184 SH SOLE 7,184 0 0
Tradeweb Markets Inc Common Stock 892672106 599,800 4,850 SH SOLE 4,850 0 0
UMB Financial Corp Common Stock 902788108 350,016 3,330 SH SOLE 3,330 0 0
US Bancorp Common Stock 902973304 169,201 3,700 SH SOLE 3,700 0 0
Vanguard Extended Duration Treasury ETF ETP 921910709 13,237,318 166,131 SH SOLE 166,131 0 0
Voya Financial Inc Common Stock 929089100 320,999 4,052 SH SOLE 4,052 0 0
WSFS Financial Corp Common Stock 929328102 128,189 2,514 SH SOLE 2,514 0 0
Webster Financial Corp Common Stock 947890109 238,364 5,114 SH SOLE 5,114 0 0
Wells Fargo & Co Common Stock 949746101 3,569,547 63,189 SH SOLE 63,189 0 0
Western Alliance Bancorp Common Stock 957638109 422,071 4,880 SH SOLE 4,880 0 0
Wheaton Precious Metals Corp Common Stock 962879102 7,016,199 114,869 SH SOLE 114,869 0 0
Zions Bancorp NA Common Stock 989701107 113,706 2,408 SH SOLE 2,408 0 0
AbbVie Inc Common Stock 00287Y109 4,458,308 22,576 SH SOLE 22,576 0 0
Adobe Inc Common Stock 00724F101 32,337,432 62,454 SH SOLE 62,454 0 0
Ally Financial Inc Common Stock 02005N100 271,979 7,642 SH SOLE 7,642 0 0
Alphabet Inc Common Stock 02079K305 33,658,594 202,946 SH SOLE 202,946 0 0
American Tower Corp REIT 03027X100 2,063,737 8,874 SH SOLE 8,874 0 0
Ameriprise Financial Inc Common Stock 03076C106 203,428 433 SH SOLE 433 0 0
Ameris Bancorp Common Stock 03076K108 264,471 4,239 SH SOLE 4,239 0 0
Apollo Global Management Inc Common Stock 03769M106 1,075,350 8,609 SH SOLE 8,609 0 0
Ares Management Corp Common Stock 03990B101 709,540 4,553 SH SOLE 4,553 0 0
Ares Capital Corp Common Stock 04010L103 764,310 36,500 SH SOLE 36,500 0 0
BOK Financial Corp Common Stock 05561Q201 209,240 2,000 SH SOLE 2,000 0 0
Baker Hughes Co Common Stock 05722G100 5,744,958 158,920 SH SOLE 158,920 0 0
Bank OZK Common Stock 06417N103 206,180 4,796 SH SOLE 4,796 0 0
Blackstone Inc Common Stock 09260D107 2,799,216 18,280 SH SOLE 18,280 0 0
Blue Owl Capital Inc Common Stock 09581B103 266,006 13,740 SH SOLE 13,740 0 0
Broadcom Inc Common Stock 11135F101 33,086,708 191,807 SH SOLE 191,807 0 0
B2Gold Corp Common Stock 11777Q209 6,179,672 2,006,387 SH SOLE 2,006,387 0 0
Cboe Global Markets Inc Common Stock 12503M108 528,360 2,579 SH SOLE 2,579 0 0
CME Group Inc Common Stock 12572Q105 511,908 2,320 SH SOLE 2,320 0 0
Cadence Bank Common Stock 12740C103 321,876 10,106 SH SOLE 10,106 0 0
Carlyle Group Inc/The Common Stock 14316J108 241,136 5,600 SH SOLE 5,600 0 0
ConocoPhillips Common Stock 20825C104 5,602,896 53,219 SH SOLE 53,219 0 0
Crown Castle Inc REIT 22822V101 2,117,546 17,850 SH SOLE 17,850 0 0
Devon Energy Corp Common Stock 25179M103 5,483,059 140,160 SH SOLE 140,160 0 0
Diamondback Energy Inc Common Stock 25278X109 5,395,086 31,294 SH SOLE 31,294 0 0
EOG Resources Inc Common Stock 26875P101 5,581,391 45,403 SH SOLE 45,403 0 0
East West Bancorp Inc Common Stock 27579R104 560,894 6,779 SH SOLE 6,779 0 0
Equinix Inc REIT 29444U700 2,094,807 2,360 SH SOLE 2,360 0 0
Evercore Inc Common Stock 29977A105 320,728 1,266 SH SOLE 1,266 0 0
Extra Space Storage Inc REIT 30225T102 2,017,407 11,196 SH SOLE 11,196 0 0
Exxon Mobil Corp Common Stock 30231G102 20,439,651 174,370 SH SOLE 174,370 0 0
Meta Platforms Inc Common Stock 30303M102 33,460,263 58,452 SH SOLE 58,452 0 0
First American Financial Corp Common Stock 31847R102 230,903 3,498 SH SOLE 3,498 0 0
First Financial Bankshares Inc Common Stock 32020R109 129,535 3,500 SH SOLE 3,500 0 0
Global Payments Inc Common Stock 37940X102 563,310 5,500 SH SOLE 5,500 0 0
Gold Fields Ltd ADR 38059T106 5,788,178 377,080 SH SOLE 377,080 0 0
Goldman Sachs Group Inc/The Common Stock 38141G104 3,213,759 6,491 SH SOLE 6,491 0 0
HDFC Bank Ltd ADR 40415F101 1,076,032 17,200 SH SOLE 17,200 0 0
Intercontinental Exchange Inc Common Stock 45866F104 3,235,932 20,144 SH SOLE 20,144 0 0
Intuitive Surgical Inc Common Stock 46120E602 4,394,410 8,945 SH SOLE 8,945 0 0
iShares 0-3 Month Treasury Bond ETF ETP 46436E718 17,439,467 173,148 SH SOLE 173,148 0 0
JPMorgan Chase & Co Common Stock 46625H100 18,167,065 86,157 SH SOLE 86,157 0 0
Jefferies Financial Group Inc Common Stock 47233W109 254,202 4,130 SH SOLE 4,130 0 0
KKR & Co Inc Common Stock 48251W104 3,107,412 23,797 SH SOLE 23,797 0 0
Kinsale Capital Group Inc Common Stock 49714P108 278,876 599 SH SOLE 599 0 0
LPL Financial Holdings Inc Common Stock 50212V100 593,904 2,553 SH SOLE 2,553 0 0
Live Oak Bancshares Inc Common Stock 53803X105 270,388 5,708 SH SOLE 5,708 0 0
M&T Bank Corp Common Stock 55261F104 584,234 3,280 SH SOLE 3,280 0 0
MSCI Inc Common Stock 55354G100 273,977 470 SH SOLE 470 0 0
Marathon Petroleum Corp Common Stock 56585A102 5,754,470 35,323 SH SOLE 35,323 0 0
Mastercard Inc Common Stock 57636Q104 3,244,266 6,570 SH SOLE 6,570 0 0
Merck & Co Inc Common Stock 58933Y105 4,296,429 37,834 SH SOLE 37,834 0 0
MetLife Inc Common Stock 59156R108 412,400 5,000 SH SOLE 5,000 0 0
Netflix Inc Common Stock 64110L106 18,473,646 26,046 SH SOLE 26,046 0 0
NextEra Energy Inc Common Stock 65339F101 14,561,899 172,269 SH SOLE 172,269 0 0
NVIDIA Corp Common Stock 67066G104 34,519,441 284,251 SH SOLE 284,251 0 0
Oracle Corp Common Stock 68389X105 15,017,011 88,128 SH SOLE 88,128 0 0
Palomar Holdings Inc Common Stock 69753M105 167,566 1,770 SH SOLE 1,770 0 0
Pinnacle Financial Partners Inc/Reorg Common Stock 72346Q104 398,150 4,064 SH SOLE 4,064 0 0
Primerica Inc Common Stock 74164M108 203,635 768 SH SOLE 768 0 0
Prologis Inc REIT 74340W103 16,642,062 131,787 SH SOLE 131,787 0 0
Public Storage REIT 74460D109 2,075,878 5,705 SH SOLE 5,705 0 0
Regeneron Pharmaceuticals Inc Common Stock 75886F107 4,213,370 4,008 SH SOLE 4,008 0 0
Regions Financial Corp Common Stock 7591EP100 192,589 8,255 SH SOLE 8,255 0 0
Ryan Specialty Holdings Inc Common Stock 78351F107 601,759 9,064 SH SOLE 9,064 0 0
S&P Global Inc Common Stock 78409V104 3,109,536 6,019 SH SOLE 6,019 0 0
Salesforce Inc Common Stock 79466L302 15,120,835 55,244 SH SOLE 55,244 0 0
Sibanye Stillwater Ltd ADR 82575P107 4,645,660 1,130,331 SH SOLE 1,130,331 0 0
Sixth Street Specialty Lending Inc Common Stock 83012A109 649,569 31,640 SH SOLE 31,640 0 0
Synovus Financial Corp Common Stock 87161C501 263,129 5,917 SH SOLE 5,917 0 0
Tesla Inc Common Stock 88160R101 34,664,928 132,496 SH SOLE 132,496 0 0
Truist Financial Corp Common Stock 89832Q109 265,174 6,200 SH SOLE 6,200 0 0
UnitedHealth Group Inc Common Stock 91324P102 19,311,980 33,030 SH SOLE 33,030 0 0
Unum Group Common Stock 91529Y106 469,576 7,900 SH SOLE 7,900 0 0
Valero Energy Corp Common Stock 91913Y100 5,804,535 42,987 SH SOLE 42,987 0 0
Vanguard Long-Term Treasury ETF ETP 92206C847 53,318,071 866,397 SH SOLE 866,397 0 0
Vertex Pharmaceuticals Inc Common Stock 92532F100 4,392,681 9,445 SH SOLE 9,445 0 0
Visa Inc Common Stock 92826C839 16,927,572 61,566 SH SOLE 61,566 0 0
Welltower Inc REIT 95040Q104 2,067,685 16,150 SH SOLE 16,150 0 0
WEX Inc Common Stock 96208T104 157,298 750 SH SOLE 750 0 0
Wintrust Financial Corp Common Stock 97650W108 215,324 1,984 SH SOLE 1,984 0 0
Anglogold Ashanti Plc Common Stock G0378L100 6,835,841 256,697 SH SOLE 256,697 0 0
Aon PLC Common Stock G0403H108 397,889 1,150 SH SOLE 1,150 0 0
Arch Capital Group Ltd Common Stock G0450A105 457,925 4,093 SH SOLE 4,093 0 0
Essent Group Ltd Common Stock G3198U102 391,719 6,093 SH SOLE 6,093 0 0
Linde PLC Common Stock G54950103 14,605,745 30,629 SH SOLE 30,629 0 0
Medtronic PLC Common Stock G5960L103 4,382,570 48,679 SH SOLE 48,679 0 0
NU Holdings Ltd/Cayman Islands Common Stock G6683N103 472,290 34,600 SH SOLE 34,600 0 0
RenaissanceRe Holdings Ltd Common Stock G7496G103 289,016 1,061 SH SOLE 1,061 0 0
Willis Towers Watson PLC Common Stock G96629103 1,163,394 3,950 SH SOLE 3,950 0 0
Chubb Ltd Common Stock H1467J104 3,473,081 12,043 SH SOLE 12,043 0 0
Agnico Eagle Mines Ltd Common Stock 008474108 7,644,419 94,891 SH SOLE 94,891 0 0
Alamos Gold Inc Common Stock 011532108 7,982,022 400,302 SH SOLE 400,302 0 0
Berkshire Hathaway Inc Common Stock 084670702 17,888,465 38,866 SH SOLE 38,866 0 0
Bank of America Corp Common Stock 060505104 3,095,397 78,009 SH SOLE 78,009 0 0
American Express Co Common Stock 025816109 2,733,425 10,079 SH SOLE 10,079 0 0
Allstate Corp/The Common Stock 020002101 828,771 4,370 SH SOLE 4,370 0 0
W R Berkley Corp Common Stock 084423102 329,204 5,803 SH SOLE 5,803 0 0
Amgen Inc Common Stock 031162100 4,207,740 13,059 SH SOLE 13,059 0 0
Abbott Laboratories Common Stock 002824100 4,350,166 38,156 SH SOLE 38,156 0 0
Elevance Health Inc Common Stock 036752103 4,254,120 8,181 SH SOLE 8,181 0 0
Apple Inc Common Stock 037833100 34,007,748 145,956 SH SOLE 145,956 0 0
Amazon.com Inc Common Stock 023135106 31,700,137 170,129 SH SOLE 170,129 0 0
Applied Materials Inc Common Stock 038222105 19,198,185 95,017 SH SOLE 95,017 0 0
Advanced Micro Devices Inc Common Stock 007903107 34,686,512 211,400 SH SOLE 211,400 0 0