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
AES Corp (aes) COM 00130H105   324,978 16,882 SH   SOLE   16,882 0 0
Alphabet Inc-Cl A (googl) COM 02079K305   335,815 2,404 SH   SOLE   2,404 0 0
Alphabet Inc-Cl C (goog) COM 02079K107   755,385 5,360 SH   SOLE   5,360 0 0
Altria Group Inc (mo) COM 02209S103   247,809 6,143 SH   SOLE   6,143 0 0
Amazon.Com Inc (amzn) COM 023135106   676,741 4,454 SH   SOLE   4,454 0 0
American Tower Corp (amt) COM 03027X100   1,531,021 7,092 SH   SOLE   7,092 0 0
Amgen Inc (amgn) COM 031162100   1,706,230 5,924 SH   SOLE   5,924 0 0
AppLovin Corp - Cl A (app) COM 03831W108   23,825,757 597,886 SH   SOLE   597,886 0 0
Apple Inc (aapl) COM 037833100   26,435,524 137,306 SH   SOLE   137,306 0 0
Aptiv (aptv) COM G6095L109   4,810,786 53,620 SH   SOLE   53,620 0 0
BP Plc (bp) COM 055622104   403,702 11,404 SH   SOLE   11,404 0 0
Bank Of America Corp (bac) COM 060505104   1,356,834 40,298 SH   SOLE   40,298 0 0
Becton Dickinson (bdx) COM 075887109   1,466,705 6,015 SH   SOLE   6,015 0 0
Berkshire Hathaway (brk/b) COM 084670702   2,511,956 7,043 SH   SOLE   7,043 0 0
Blackstone Inc (bx) COM 09260D107   733,676 5,604 SH   SOLE   5,604 0 0
British American Tob (bti) COM 110448107   219,734 7,502 SH   SOLE   7,502 0 0
CSI Compressco LP (cclp) COM 12637A103   652,000 400,000 SH   SOLE   400,000 0 0
Cardinal Health Inc (cah) COM 14149Y108   500,774 4,968 SH   SOLE   4,968 0 0
Chunghwa Telecm (cht) COM 17133Q502   756,239 19,356 SH   SOLE   19,356 0 0
Cisco Systems Inc (csco) COM 17275R102   378,344 7,489 SH   SOLE   7,489 0 0
Coca-Cola Co/The (ko) COM 191216100   281,214 4,772 SH   SOLE   4,772 0 0
Corteva Inc (ctva) COM 22052L104   251,292 5,244 SH   SOLE   5,244 0 0
Coterra Energy Inc (ctra) COM 127097103   286,130 11,212 SH   SOLE   11,212 0 0
Csx Corp (csx) COM 126408103   2,500,296 72,117 SH   SOLE   72,117 0 0
Devon Energy (dvn) COM 25179M103   319,909 7,062 SH   SOLE   7,062 0 0
Dow Chemical (dow) COM 260557103   288,842 5,267 SH   SOLE   5,267 0 0
Dr Reddys Labs (rdy) COM 256135203   3,522,061 50,619 SH   SOLE   50,619 0 0
DuPont DeNemour (dd) COM 26614N102   409,575 5,324 SH   SOLE   5,324 0 0
Ecolab Inc (ecl) COM 278865100   3,713,509 18,722 SH   SOLE   18,722 0 0
Eli Lilly & Co (lly) COM 532457108   244,243 419 SH   SOLE   419 0 0
Emerson Electric Co (emr) COM 291011104   354,087 3,638 SH   SOLE   3,638 0 0
Exxon Mobil Corp (xom) COM 30231G102   563,287 5,634 SH   SOLE   5,634 0 0
Fidelity National Financial (f COM 31620R303   301,477 5,909 SH   SOLE   5,909 0 0
First American Financial (faf) COM 31847R102   321,813 4,994 SH   SOLE   4,994 0 0
Fox Corporation COM 35137L204   414,750 15,000 SH   SOLE   15,000 0 0
Franco Nevada Corp (fnv) COM 351858105   975,128 8,800 SH   SOLE   8,800 0 0
Gilead Sciences Inc (gild) COM 375558103   4,309,754 53,200 SH   SOLE   53,200 0 0
Global Pymts (gpn) COM 37940X102   6,423,604 50,580 SH   SOLE   50,580 0 0
Grupo Aeroportuario Cen ADR (o COM 400501102   314,739 3,719 SH   SOLE   3,719 0 0
Home Depot Inc (hd) COM 437076102   323,331 933 SH   SOLE   933 0 0
Icici Bank (ibn) COM 45104G104   8,925,076 374,374 SH   SOLE   374,374 0 0
Intel Corp (intc) COM 458140100   336,725 6,701 SH   SOLE   6,701 0 0
Iron Mountain Inc (irm) COM 46284V101   432,196 6,176 SH   SOLE   6,176 0 0
Johnson & Johnson (jnj) COM 478160104   587,305 3,747 SH   SOLE   3,747 0 0
Jpmorgan Chase & Co (jpm) COM 46625H100   5,977,994 35,144 SH   SOLE   35,144 0 0
Lockheed Martin (lmt) COM 539830109   1,386,914 3,060 SH   SOLE   3,060 0 0
Lowes Cos (low) COM 548661107   899,992 4,044 SH   SOLE   4,044 0 0
Marathon Petroleum COM 56585A102   355,174 2,394 SH   SOLE   2,394 0 0
Mastercard Inc - A (ma) COM 57636Q104   744,686 1,746 SH   SOLE   1,746 0 0
Medtronic Plc (mdt) COM G5960L103   3,067,996 37,242 SH   SOLE   37,242 0 0
Merck & Co (mrk) COM 58933Y105   8,616,069 79,032 SH   SOLE   79,032 0 0
Meta Platforms, Inc (meta) COM 30303M102   204,235 577 SH   SOLE   577 0 0
Micron Technology Inc (mu) COM 595112103   765,244 8,967 SH   SOLE   8,967 0 0
Microsoft Corp (msft) COM 594918104   23,966,157 63,733 SH   SOLE   63,733 0 0
Mitsubishi UFJ ADR (mufg) COM 606822104   2,038,219 236,727 SH   SOLE   236,727 0 0
Mizuho Financial Group, Inc. ( COM 60687Y109   1,575,730 458,061 SH   SOLE   458,061 0 0
Mplx Lp COM 55336V100   200,124 5,450 SH   SOLE   5,450 0 0
NRG Energy Inc (nrg) COM 629377508   246,402 4,766 SH   SOLE   4,766 0 0
Nike Inc -Cl B (nke) COM 654106103   4,145,420 38,182 SH   SOLE   38,182 0 0
Nvidia Corp (nvda) COM 67066G104   472,935 955 SH   SOLE   955 0 0
Petroleo Brasil-Sp Pref ADR (p COM 71654V101   156,819 10,263 SH   SOLE   10,263 0 0
Pioneer Natural Res (pxd) COM 723787107   259,512 1,154 SH   SOLE   1,154 0 0
Raytheon Technologies COM 75513E101   1,209,597 14,376 SH   SOLE   14,376 0 0
Regeneron Pharmaceuticals (reg COM 75886F107   3,992,706 4,546 SH   SOLE   4,546 0 0
Regions Financial Corp (rf) COM 7591EP100   233,665 12,057 SH   SOLE   12,057 0 0
Salesforce.Com Inc (crm) COM 79466L302   1,009,668 3,837 SH   SOLE   3,837 0 0
Sanofi-Aventis (sny) COM 80105N105   4,075,125 81,945 SH   SOLE   81,945 0 0
Shell PLC (shel) COM 780259305   6,930,890 105,333 SH   SOLE   105,333 0 0
Shinhan Finl Grp Ltd Sp Adr (s COM 824596100   214,321 6,963 SH   SOLE   6,963 0 0
Simon Property Group Inc (spg) COM 828806109   302,825 2,123 SH   SOLE   2,123 0 0
Sumitomo Mit Adr Rep 1/5Th Of COM 86562M209   1,560,997 161,260 SH   SOLE   161,260 0 0
Taiwan Semiconductor (tsm) COM 874039100   12,886,328 123,907 SH   SOLE   123,907 0 0
Telekomunik Indonesia (tlk) COM 715684106   1,544,673 59,964 SH   SOLE   59,964 0 0
The Carlyle Group Inc (cg) COM 14316J108   2,512,480 61,747 SH   SOLE   61,747 0 0
TopGolf Callaway (modg) COM 131193104   298,889 20,843 SH   SOLE   20,843 0 0
TotalEnergies SE ADR (tte) COM 89151E109   6,212,032 92,194 SH   SOLE   92,194 0 0
Truist Financial Corp (tfc) COM 89832Q109   216,167 5,855 SH   SOLE   5,855 0 0
Trustmark Corp (trmk) COM 898402102   268,875 9,644 SH   SOLE   9,644 0 0
Unilever Plc (ul) COM 904767704   235,613 4,860 SH   SOLE   4,860 0 0
Verizon Communications Inc (vz COM 92343V104   423,559 11,235 SH   SOLE   11,235 0 0
Visa Inc-Class A Shares (v) COM 92826C839   558,451 2,145 SH   SOLE   2,145 0 0
Wal-Mart Stores Inc (wmt) COM 931142103   747,261 4,740 SH   SOLE   4,740 0 0
Wells Fargo (wfc) COM 949746101   249,693 5,073 SH   SOLE   5,073 0 0
Williams Co (wmb) COM 969457100   368,049 10,567 SH   SOLE   10,567 0 0
Wipro Ltd-ADR (wit) COM 97651M109   183,827 33,003 SH   SOLE   33,003 0 0
Ishares Core S&P Midcap etf (i ETF 464287507   443,994 1,602 SH   SOLE   1,602 0 0
Ishares Core S&P Sm Cap (ijr) ETF 464287804   207,732 1,919 SH   SOLE   1,919 0 0
Ishares Edge MSCI USA Moment ( ETF 46432F396   295,738 1,885 SH   SOLE   1,885 0 0
Ishares Select Div (dvy) ETF 464287168   257,036 2,193 SH   SOLE   2,193 0 0
SPDR S&P Dividend (sdy) ETF 78464A763   212,285 1,699 SH   SOLE   1,699 0 0
Spdr S&P 500 ETF Tr (spy) ETF 78462F103   2,291,945 4,822 SH   SOLE   4,822 0 0
WisdomTree US AI Enhanced Valu ETF 97717W406   210,902 2,199 SH   SOLE   2,199 0 0
iShares Core S&P US Value (ius ETF 464287663   281,915 3,343 SH   SOLE   3,343 0 0
iShares U.S. Regional Banks ET ETF 464288778   836,800 20,000 SH   SOLE   20,000 0 0
Goldman Sachs Physical Gold (a ETF 38150K103   7,513,050 367,656 SH   SOLE   367,656 0 0
Ishares Silver Trust(slv) ETF 46428Q109   4,260,604 195,620 SH   SOLE   195,620 0 0
Spdr Gold Tr Spdr (gld) ETF 78463V107   1,711,736 8,954 SH   SOLE   8,954 0 0