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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
NVIDIA CORPORATION COM 67066G104   203,050 480 SH   SOLE 0 480 0 0
STRYKER CORPORATION COM 863667101   259,327 850 SH   SOLE 0 850 0 0
ASML HOLDINGS N V N Y REGISTRY SHS N07059210   626,184 864 SH   OTR 1 0 864 0
PARKER-HANNIFIN CORP COM 701094104   355,716 912 SH   SOLE 0 912 0 0
FIRST SOLAR INC COM 336433107   235,331 1,238 SH   SOLE 0 1,238 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105   534,311 1,397 SH   SOLE 0 1,397 0 0
MARSH & MCLENNAN COS INC COM 571748102   263,312 1,400 SH   SOLE 0 1,400 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103   310,124 1,411 SH   SOLE 0 1,411 0 0
GRUPO AEROPORTUARIO DE SURE SPON ADR SER B 40051E202   401,262 1,445 SH   OTR 1 0 1,445 0
ALIGN TECHNOLOGY INC COM 016255101   576,433 1,630 SH   SOLE 0 1,630 0 0
GENERAL ELECTRIC CO COM NEW 369604301   211,026 1,921 SH   SOLE 0 1,921 0 0
NETFLIX INC COM 64110L106   900,362 2,044 SH   SOLE 0 2,044 0 0
FOMENTO ECONOMIC MEXICANO S SPON ADR UNITS 344419106   237,308 2,141 SH   OTR 1 0 2,141 0
CANADIAN PACIFIC KANSAS CITY COM 13646K108   222,602 2,756 SH   OTR 1 0 2,756 0
TOYOTA MOTOR CORP ADS 892331307   452,672 2,816 SH   OTR 1 0 2,816 0
CONOCOPHILLIPS COM 20825C104   325,199 3,139 SH   SOLE 0 3,139 0 0
AMGEN INC COM 031162100   742,741 3,345 SH   SOLE 0 3,345 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   529,629 3,599 SH   SOLE 0 3,599 0 0
PEPSICO INC COM 713448108   679,757 3,670 SH   SOLE 0 3,670 0 0
KELLOGG CO COM 487836108   249,380 3,700 SH   SOLE 0 3,700 0 0
NUCOR CORP COM 670346105   615,763 3,755 SH   SOLE 0 3,755 0 0
BOEING CO COM 097023105   904,821 4,285 SH   SOLE 0 4,285 0 0
CATERPILLAR INC COM 149123101   1,086,065 4,414 SH   SOLE 0 4,414 0 0
AMERICAN EXPRESS CO COM 025816109   785,642 4,510 SH   SOLE 0 4,510 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   528,310 4,672 SH   SOLE 0 4,672 0 0
NETEASE INC SPONSORED ADS 64110W102   452,799 4,683 SH   OTR 1 0 4,683 0
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201   245,982 4,697 SH   SOLE 0 4,697 0 0
D R HORTON INC COM 23331A109   595,429 4,893 SH   SOLE 0 4,893 0 0
ORACLE CORP COM 68389X105   598,665 5,027 SH   SOLE 0 5,027 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108   367,870 5,140 SH   OTR 1 0 5,140 0
AFLAC INC COM 001055102   362,329 5,191 SH   SOLE 0 5,191 0 0
NEWMONT CORP COM 651639106   221,652 5,196 SH   SOLE 0 5,196 0 0
NOVARTIS AF SPONSORED ADR 66987V109   554,299 5,493 SH   OTR 1 0 5,493 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   588,969 5,836 SH   OTR 1 0 5,836 0
SONY GROUP CORPORATION SPONSORED ADR 835699307   551,495 6,125 SH   OTR 1 0 6,125 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   12,028 6,200 SH Put SOLE 0 6,200 0 0
BHP GROUP LTD SPONSORED ADS 088606108   389,526 6,528 SH   OTR 1 0 6,528 0
LAMB WESTON HLDGS INC COM 513272104   765,337 6,658 SH   SOLE 0 6,658 0 0
MONDELEZ INTL INC CL A 609207105   522,688 7,166 SH   SOLE 0 7,166 0 0
RIO TINTO PLC SPONSORED ADR 767204100   471,905 7,392 SH   OTR 1 0 7,392 0
ISHARES TR RUSSELL 2000 ETF 464287655   1,409,581 7,527 SH   SOLE 0 7,527 0 0
SHELL PLC SPON ADS 780259305   463,718 7,680 SH   OTR 1 0 7,680 0
DARDEN RESTAURANTS INC COM 237194105   1,290,860 7,726 SH   SOLE 0 7,726 0 0
TRAVELERS COMPANIES INC COM 89417E109   1,389,280 8,000 SH   SOLE 0 8,000 0 0
COCA-COLA FEMSA SAB DE CV SPONSORD ADR REP 191241108   675,727 8,111 SH   OTR 1 0 8,111 0
ABBOTT LABS COM 002824100   892,983 8,191 SH   SOLE 0 8,191 0 0
HDFC BANK LTD SPONSORED ADS 40415F101   586,944 8,421 SH   OTR 1 0 8,421 0
COPART INC COM 217204106   769,995 8,442 SH   SOLE 0 8,442 0 0
NIKE INC CL B 654106103   985,889 8,933 SH   SOLE 0 8,933 0 0
UNILEVER PLC SPON ADR NEW 904767704   472,089 9,056 SH   OTR 1 0 9,056 0
TOTALENERGIES SE SPONSORED ADS 89151E109   577,438 10,018 SH   OTR 1 0 10,018 0
SANOFI SPONSORED ADR 80105N105   551,936 10,240 SH   OTR 1 0 10,240 0
TERNIUM SA SPONSORED ADS 880890108   409,029 10,316 SH   OTR 1 0 10,316 0
NEXTERA ENERGY INC COM 65339F101   777,732 10,482 SH   SOLE 0 10,482 0 0
PFIZER INC COM 717081103   413,393 11,270 SH   SOLE 0 11,270 0 0
UBS GROUP AG SHS H42097107   232,517 11,471 SH   OTR 1 0 11,471 0
ROBLOX CORP CL A 771049103   487,066 12,086 SH   SOLE 0 12,086 0 0
UNION PAC CORP COM 907818108   2,535,133 12,389 SH   SOLE 0 12,389 0 0
AMAZON COM INC COM 023135106   1,673,431 12,837 SH   SOLE 0 12,837 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109   737,817 12,845 SH   SOLE 0 12,845 0 0
META PLATFORMS INC CL A 30303M102   3,774,074 13,151 SH   SOLE 0 13,151 0 0
PAYPAL HLDGS INC COM 70450Y103   986,603 14,785 SH   SOLE 0 14,785 0 0
ALPHABET INC CAP STK CL A 02079K305   1,776,947 14,845 SH   SOLE 0 14,845 0 0
INFOSYS LTD SPONSORED ADR 456788108   242,078 15,064 SH   OTR 1 0 15,064 0
SPDR GOLD TR GOLD SHS 78463V107   2,778,516 15,586 SH   SOLE 0 15,586 0 0
RELX PLC SPONSORED ADR 759530108   529,531 15,840 SH   OTR 1 0 15,840 0
EXXON MOBIL CORP COM 30231G102   1,809,200 16,869 SH   SOLE 0 16,869 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   1,089,466 17,036 SH   SOLE 0 17,036 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209   2,297,822 17,312 SH   SOLE 0 17,312 0 0
ARK ETF TR INNOVATION ETF 00214Q104   787,943 17,851 SH   SOLE 0 17,851 0 0
MELCO RESORTS AND ENTMNT LTD ADR 585464100   219,780 18,000 SH   OTR 1 0 18,000 0
ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L203   499,556 18,272 SH   OTR 1 0 18,272 0
DEVON ENERGY CORP NEW COM 25179M103   936,521 19,374 SH   SOLE 0 19,374 0 0
VALE S A SPONSORED ADS 91912E105   265,085 19,753 SH   OTR 1 0 19,753 0
TENARIS S A SPONSORED ADS 88031M109   596,185 19,906 SH   OTR 1 0 19,906 0
BP PLC SPONSORED ADR 055622104   712,611 20,193 SH   SOLE 0 20,193 0 0
SALESFORCE INC COM 79466L302   4,288,155 20,298 SH   SOLE 0 20,298 0 0
CAMECO CORP COM 13321L108   646,808 20,645 SH   OTR 1 0 20,645 0
GOLD FIELDS LTD SPONSORED ADR 38059T106   331,920 24,000 SH   OTR 1 0 24,000 0
ICICI BANK LIMITED ADR 45104G104   559,136 24,226 SH   OTR 1 0 24,226 0
ISHARES TR 1 3 YR TREAS BD 464287457   2,038,851 25,146 SH   SOLE 0 25,146 0 0
SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109   8,795,683 25,580 SH   SOLE 0 25,580 0 0
AMPLIFY ETF TR CWP ENHANCED DIV 032108409   956,524 26,570 SH   SOLE 0 26,570 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506   2,169,814 26,732 SH   SOLE 0 26,732 0 0
AMERICA MOVIL SAB DE CV SPON ADS RP CL B 02390A101   602,393 27,837 SH   OTR 1 0 27,837 0
ECOPETROL S A SPONSORED ADS 279158109   291,777 28,466 SH   OTR 1 0 28,466 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103   537,702 32,275 SH   SOLE 0 32,275 0 0
ARCHER DANIELS MIDLAND CO COM 039483102   2,454,944 32,490 SH   SOLE 0 32,490 0 0
SELECT SECTOR SPDR TR FINANCIAL 81369Y605   1,430,248 42,428 SH   SOLE 0 42,428 0 0
ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS 00215W100   352,287 45,223 SH   OTR 1 0 45,223 0
CISCO SYS INC COM 17275R102   2,359,437 45,602 SH   SOLE 0 45,602 0 0
YPF SOCIEDAD ANONIMA Spon ADR CL D 984245100   694,708 46,656 SH   OTR 1 0 46,656 0
HELLO GROUP INC ADS 423403104   515,903 53,684 SH   OTR 1 0 53,684 0
PETROLEO BRASILEIRO SA PETRO Sponsored ADR 71654V408   766,680 55,436 SH   OTR 1 0 55,436 0
LOMA NEGRA C I A S A MTN 14 SPONSORED ADS 54150E104   387,607 57,001 SH   OTR 1 0 57,001 0
PACCAR INC COM 693718108   4,783,525 57,185 SH   SOLE 0 57,185 0 0
KROGER CO COM 501044101   2,833,865 60,295 SH   SOLE 0 60,295 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   28,257,444 63,746 SH   SOLE 0 63,746 0 0
UNITED MICROELECTRONICS CORP Spon ADR NEW 910873405   505,717 64,096 SH   OTR 1 0 64,096 0
SNAP INC CL A 83304A106   825,307 69,705 SH   SOLE 0 69,705 0 0
NATWEST GROUP PLC SPONS ADR 639057207   557,385 91,076 SH   OTR 1 0 91,076 0
BANCO BILBAO VIZCAYA ARGENTA SPONSORED ADR 05946K101   710,984 92,576 SH   OTR 1 0 92,576 0
MITSUBISHI UFJ FINL GROUP IN SPONSORED ADS 606822104   712,650 96,696 SH   OTR 1 0 96,696 0
FORD MTR CO DEL COM 345370860   1,584,429 104,721 SH   SOLE 0 104,721 0 0
RAYMOND JAMES FINL INC COM 754730109   12,828,359 123,623 SH   SOLE 0 123,623 0 0
PROSHARES TR SHORT S&P 500 NE 74347B425   3,748,363 270,055 SH   SOLE 0 270,055 0 0
LOCKHEED MARTIN CORP COM 539830109   159,589,958 346,648 SH   SOLE 0 346,648 0 0
DEERE & CO COM 244199105   162,374,290 400,736 SH   SOLE 0 400,736 0 0
DOW INC COM 260557103   24,429,336 458,681 SH   SOLE 0 458,681 0 0
UNITEDHEALTH GROUP INC COM 91324P102   280,918,728 584,468 SH   SOLE 0 584,468 0 0
APPLE INC COM 037833100   134,628,176 694,067 SH   OTR 1 0 694,067 0
HOME DEPOT INC COM 437076102   220,208,580 708,887 SH   SOLE 0 708,887 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   257,245,998 797,563 SH   SOLE 0 797,563 0 0
MICROSOFT CORP COM 594918104   297,145,917 872,573 SH   SOLE 0 872,573 0 0
MCDONALDS CORP COM 580135101   285,009,756 955,095 SH   SOLE 0 955,095 0 0
WALMART INC COM 931142103   164,046,866 1,043,688 SH   SOLE 0 1,043,688 0 0
STARBUCKS CORP COM 855244109   107,122,989 1,081,395 SH   SOLE 0 1,081,395 0 0
FASTENAL CO COM 311900104   69,484,321 1,177,900 SH   SOLE 0 1,177,900 0 0
UNITED PARCEL SERVICE INC CL B 911312106   224,464,288 1,252,241 SH   SOLE 0 1,252,241 0 0
VISA INC COM CL A 92826C839   299,014,252 1,259,113 SH   SOLE 0 1,259,113 0 0
MARATHON PETE CORP COM 56585A102   152,350,920 1,306,612 SH   SOLE 0 1,306,612 0 0
APPLE INC COM 037833100   261,132,229 1,346,251 SH   SOLE 0 1,346,251 0 0
JOHNSON & JOHNSON COM 478160104   276,838,840 1,672,540 SH   SOLE 0 1,672,540 0 0
CHEVRON CORP NEW COM 166764100   265,036,313 1,684,374 SH   SOLE 0 1,684,374 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204   155,716,909 1,735,202 SH   SOLE 0 1,735,202 0 0
COCA COLA CO COM 191216100   105,398,360 1,750,222 SH   SOLE 0 1,750,222 0 0
PROCTER AND GAMBLE CO COM 742718109   281,715,250 1,856,566 SH   SOLE 0 1,856,566 0 0
GENERAL MLS INC COM 370334104   146,678,972 1,912,373 SH   SOLE 0 1,912,373 0 0
JPMORGAN CHASE & CO COM 46625H100   301,891,298 2,075,710 SH   SOLE 0 2,075,710 0 0
MERCK & CO INC COM 58933Y105   261,041,298 2,262,252 SH   SOLE 0 2,262,252 0 0
SCHLUMBERGER LTD COM STK 806857108   121,184,495 2,467,111 SH   SOLE 0 2,467,111 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   101,695,745 2,734,492 SH   SOLE 0 2,734,492 0 0
SPDR SER TR BLOOMBERG 1-3 MO 78468R663   329,078,828 3,583,956 SH   SOLE 0 3,583,956 0 0
LOCKHEED MARTIN CORP COM 539830109   86,238,382 187,320 SH   OTR 1 0 187,320 0
DEERE & CO COM 244199105   91,931,533 226,885 SH   OTR 1 0 226,885 0
UNITEDHEALTH GROUP INC COM 91324P102   147,782,861 307,471 SH   OTR 1 0 307,471 0
HOME DEPOT INC COM 437076102   115,683,889 372,405 SH   OTR 1 0 372,405 0
GOLDMAN SACHS GROUP INC COM 38141G104   134,700,768 417,625 SH   OTR 1 0 417,625 0
MICROSOFT CORP COM 594918104   159,114,931 467,243 SH   OTR 1 0 467,243 0
MCDONALDS CORP COM 580135101   150,657,063 504,866 SH   OTR 1 0 504,866 0
WALMART INC COM 931142103   87,172,971 554,606 SH   OTR 1 0 554,606 0
STARBUCKS CORP COM 855244109   56,868,365 574,080 SH   OTR 1 0 574,080 0
VISA INC COM CL A 92826C839   157,498,161 663,206 SH   OTR 1 0 663,206 0
UNITED PARCEL SERVICE INC CL B 911312106   119,327,442 665,704 SH   OTR 1 0 665,704 0
MARATHON PETE CORP COM 56585A102   80,065,022 686,664 SH   OTR 1 0 686,664 0
JOHNSON & JOHNSON COM 478160104   148,735,444 898,595 SH   OTR 1 0 898,595 0
CHEVRON CORP NEW COM 166764100   145,885,794 927,142 SH   OTR 1 0 927,142 0
COCA COLA CO COM 191216100   56,421,202 936,918 SH   OTR 1 0 936,918 0
DUKE ENERGY CORP NEW COM NEW 26441C204   84,529,516 941,938 SH   OTR 1 0 941,938 0
PROCTER AND GAMBLE CO COM 742718109   151,421,346 997,900 SH   OTR 1 0 997,900 0
JPMORGAN CHASE & CO COM 46625H100   146,149,165 1,004,876 SH   OTR 1 0 1,004,876 0
GENERAL MLS INC COM 370334104   80,955,853 1,055,487 SH   OTR 1 0 1,055,487 0
DOW INC COM 260557103   56,384,285 1,058,661 SH   OTR 1 0 1,058,661 0
MERCK & CO INC COM 58933Y105   140,686,719 1,219,228 SH   OTR 1 0 1,219,228 0
SCHLUMBERGER LTD COM STK 806857108   62,946,789 1,281,490 SH   OTR 1 0 1,281,490 0
VERIZON COMMUNICATIONS INC COM 92343V104   53,803,591 1,446,722 SH   OTR 1 0 1,446,722 0