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
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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
BRUNSWICK CORP COM 117043109   2,366,052 27,309 SH   SOLE   20,926 0 6,383
CARLISLE COS INC COM 142339100   2,174,092 8,475 SH   SOLE   6,157 0 2,318
CARMAX INC COM 143130102   1,899,070 22,689 SH   SOLE   13,937 0 8,752
CHEVRON CORP NEW COM 166764100   3,540,375 22,500 SH   SOLE   18,000 0 4,500
COMPANIA CERVECERIAS UNIDAS SPONSORED ADR 204429104   4,183,866 257,786 SH   SOLE   206,476 0 51,310
DENTSPLY SIRONA INC COM 24906P109   2,325,363 58,086 SH   SOLE   43,750 0 14,336
DOLLAR GEN CORP NEW COM 256677105   1,819,193 10,715 SH   SOLE   8,600 0 2,115
EMERSON ELEC CO COM 291011104   2,023,108 22,382 SH   SOLE   16,457 0 5,925
FLEETCOR TECHNOLOGIES INC COM 339041105   5,066,795 20,180 SH   SOLE   16,100 0 4,080
FRANCO NEV CORP COM 351858105   3,293,204 23,094 SH   SOLE   16,894 0 6,200
GRAINGER W W INC COM 384802104   3,968,185 5,032 SH   SOLE   3,842 0 1,190
HENRY SCHEIN INC COM 806407102   6,213,477 76,615 SH   SOLE   58,155 0 18,460
ISHARES TR MSCI ACWI ETF 464288257   12,760,020 133,000 SH   SOLE   133,000 0 0
MCDONALDS CORP COM 580135101   2,803,265 9,394 SH   SOLE   6,694 0 2,700
META PLATFORMS INC CL A 30303M102   1,604,218 5,590 SH   SOLE   4,500 0 1,090
MOHAWK INDS INC COM 608190104   1,799,935 17,448 SH   SOLE   12,200 0 5,248
OREILLY AUTOMOTIVE INC COM 67103H107   6,435,856 6,737 SH   SOLE   4,927 0 1,810
PERRIGO CO PLC SHS G97822103   7,836,848 230,835 SH   SOLE   181,195 0 49,640
ROSS STORES INC COM 778296103   2,350,020 20,958 SH   SOLE   16,108 0 4,850
RYANAIR HOLDINGS PLC SPONSORED ADS 783513203   7,453,776 67,394 SH   SOLE   26,420 0 40,974
SCOTTS MIRACLE-GRO CO CL A 810186106   1,882,455 30,028 SH   SOLE   22,495 0 7,533
SONOCO PRODS CO COM 835495102   3,358,356 56,902 SH   SOLE   42,312 0 14,590
SPDR GOLD TR GOLD SHS 78463V107   10,166,738 57,030 SH   SOLE   57,030 0 0
WALMART INC COM 931142103   3,077,584 19,580 SH   SOLE   14,500 0 5,080