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    <nameOfIssuer>ABBOTT LABORATORIES</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>002824100</cusip>
    <value>250515</value>
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    <nameOfIssuer>ABBVIE INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>00287Y109</cusip>
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    <nameOfIssuer>ADOBE INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>00724F101</cusip>
    <value>3884175</value>
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    <nameOfIssuer>AFLAC INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>001055102</cusip>
    <value>658260</value>
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    <titleOfClass>COM</titleOfClass>
    <cusip>011659109</cusip>
    <value>610622</value>
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      <Sole>16602</Sole>
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    <nameOfIssuer>ALCON AG</nameOfIssuer>
    <titleOfClass>ORD SHS</titleOfClass>
    <cusip>H01301128</cusip>
    <value>825233</value>
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    <nameOfIssuer>ALPHABET INC</nameOfIssuer>
    <titleOfClass>CAP STK CL C</titleOfClass>
    <cusip>02079K107</cusip>
    <value>2769920</value>
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    <nameOfIssuer>ANTERO RESOURCES CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>03674X106</cusip>
    <value>15555745</value>
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    <nameOfIssuer>APA CORPORATION</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>03743Q108</cusip>
    <value>5662090</value>
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    <nameOfIssuer>APPLE INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>037833100</cusip>
    <value>1343057</value>
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      <Sole>5292</Sole>
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    <nameOfIssuer>APPLIED MATLS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>038222105</cusip>
    <value>205074</value>
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      <None>0</None>
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    <nameOfIssuer>ARISTA NETWORKS INC</nameOfIssuer>
    <titleOfClass>COM SHS</titleOfClass>
    <cusip>040413205</cusip>
    <value>2817924</value>
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    <nameOfIssuer>ASML HLDG NV</nameOfIssuer>
    <titleOfClass>N Y REGISTRY SHS</titleOfClass>
    <cusip>N07059210</cusip>
    <value>2999605</value>
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    <nameOfIssuer>AUTOMATIC DATA PROCESSING IN</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>053015103</cusip>
    <value>1320670</value>
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      <Sole>6500</Sole>
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    <nameOfIssuer>BANK OZK LITTLE ROCK ARK</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>06417N103</cusip>
    <value>1432640</value>
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    <nameOfIssuer>BARRICK MNG CORP</nameOfIssuer>
    <titleOfClass>COM SHS</titleOfClass>
    <cusip>06849F108</cusip>
    <value>11581709</value>
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      <Sole>283935</Sole>
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      <None>0</None>
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    <nameOfIssuer>BERKSHIRE HATHAWAY INC DEL</nameOfIssuer>
    <titleOfClass>CL B NEW</titleOfClass>
    <cusip>084670702</cusip>
    <value>238642</value>
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    <nameOfIssuer>BROWN &amp; BROWN INC</nameOfIssuer>
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    <nameOfIssuer>CAESARS ENTERTAINMENT INC NE</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>12769G100</cusip>
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    <nameOfIssuer>CARLISLE COS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>142339100</cusip>
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    <nameOfIssuer>CENOVUS ENERGY INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>15135U109</cusip>
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    <nameOfIssuer>CHEVRON CORPORATION</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
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    <nameOfIssuer>CHURCH &amp; DWIGHT CO INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
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      <Sole>41329</Sole>
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    <nameOfIssuer>COGNEX CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
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      <Sole>36861</Sole>
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    <nameOfIssuer>CONOCOPHILLIPS</nameOfIssuer>
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    <cusip>20825C104</cusip>
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    <titleOfClass>COM</titleOfClass>
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    <nameOfIssuer>CUMMINS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>231021106</cusip>
    <value>5236549</value>
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      <Sole>9733</Sole>
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    <nameOfIssuer>DEXCOM INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
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    <nameOfIssuer>DISNEY WALT CO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>254687106</cusip>
    <value>868577</value>
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    <nameOfIssuer>DR REDDYS LABS LTD</nameOfIssuer>
    <titleOfClass>ADR</titleOfClass>
    <cusip>256135203</cusip>
    <value>599013</value>
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    <nameOfIssuer>EATON CORP PLC</nameOfIssuer>
    <titleOfClass>SHS</titleOfClass>
    <cusip>G29183103</cusip>
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    <nameOfIssuer>ELECTRONIC ARTS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>285512109</cusip>
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    <nameOfIssuer>EOG RES INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>26875P101</cusip>
    <value>7079304</value>
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    <nameOfIssuer>EXPEDITORS INTL WASH INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>302130109</cusip>
    <value>6217185</value>
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    <nameOfIssuer>EXTRA SPACE STORAGE INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>30225T102</cusip>
    <value>254654</value>
    <shrsOrPrnAmt>
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      <Sole>1942</Sole>
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    <nameOfIssuer>EXXON MOBIL CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>30231G102</cusip>
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    <nameOfIssuer>FASTENAL CO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
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    <value>5670962</value>
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    <nameOfIssuer>FIRST HORIZON CORPORATION</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>320517105</cusip>
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    <nameOfIssuer>FREEPORT MCMORAN INC</nameOfIssuer>
    <titleOfClass>CL B</titleOfClass>
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    <cusip>371901109</cusip>
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      <sshPrnamt>54318</sshPrnamt>
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    <votingAuthority>
      <Sole>54318</Sole>
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      <None>0</None>
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    <nameOfIssuer>HDFC BANK LTD</nameOfIssuer>
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    <cusip>40415F101</cusip>
    <value>2639569</value>
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    <votingAuthority>
      <Sole>106092</Sole>
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      <None>0</None>
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    <nameOfIssuer>HIMS &amp; HERS HEALTH INC</nameOfIssuer>
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    <cusip>433000106</cusip>
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      <sshPrnamt>524046</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>524046</Sole>
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      <None>0</None>
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    <nameOfIssuer>HOME DEPOT INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>437076102</cusip>
    <value>412099</value>
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      <sshPrnamt>1253</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1253</Sole>
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      <None>0</None>
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    <nameOfIssuer>IDACORP INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>451107106</cusip>
    <value>326258</value>
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      <sshPrnamt>2282</sshPrnamt>
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    <votingAuthority>
      <Sole>2282</Sole>
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      <None>0</None>
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    <nameOfIssuer>IDEXX LABS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>45168D104</cusip>
    <value>2614474</value>
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      <sshPrnamt>4653</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>4653</Sole>
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      <None>0</None>
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    <nameOfIssuer>INTUITIVE SURGICAL INC</nameOfIssuer>
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    <cusip>46120E602</cusip>
    <value>6381946</value>
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      <sshPrnamt>13844</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
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      <Sole>13844</Sole>
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      <None>0</None>
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    <nameOfIssuer>JOHNSON &amp; JOHNSON</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>478160104</cusip>
    <value>537768</value>
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      <sshPrnamt>2200</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>2200</Sole>
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      <None>0</None>
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    <nameOfIssuer>JPMORGAN CHASE &amp; CO</nameOfIssuer>
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    <cusip>46625H100</cusip>
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      <sshPrnamt>2081</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>2081</Sole>
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      <None>0</None>
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    <nameOfIssuer>KBR INC</nameOfIssuer>
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    <cusip>48242W106</cusip>
    <value>255808</value>
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      <sshPrnamt>6940</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>6940</Sole>
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      <None>0</None>
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    <nameOfIssuer>KINDER MORGAN INC DEL</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>49456B101</cusip>
    <value>5308201</value>
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      <sshPrnamt>158312</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>158312</Sole>
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      <None>0</None>
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    <nameOfIssuer>LINDE PLC</nameOfIssuer>
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    <cusip>G54950103</cusip>
    <value>3564019</value>
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      <sshPrnamt>7189</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>7189</Sole>
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      <None>0</None>
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    <nameOfIssuer>LULULEMON ATHLETICA INC</nameOfIssuer>
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    <cusip>550021109</cusip>
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      <sshPrnamt>7508</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>7508</Sole>
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      <None>0</None>
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    <nameOfIssuer>MICROCHIP TECHNOLOGY INC.</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>595017104</cusip>
    <value>6101575</value>
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      <sshPrnamt>94437</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>94437</Sole>
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      <None>0</None>
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    <nameOfIssuer>MICRON TECHNOLOGY INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>595112103</cusip>
    <value>560814</value>
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      <sshPrnamt>1660</sshPrnamt>
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    <votingAuthority>
      <Sole>1660</Sole>
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    <nameOfIssuer>MICROSOFT CORP</nameOfIssuer>
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    <cusip>594918104</cusip>
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      <sshPrnamt>814</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>814</Sole>
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      <None>0</None>
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    <nameOfIssuer>MOBILEYE GLOBAL INC</nameOfIssuer>
    <titleOfClass>COMMON CLASS A</titleOfClass>
    <cusip>60741F104</cusip>
    <value>180365</value>
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      <sshPrnamt>26254</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>26254</Sole>
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      <None>0</None>
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    <nameOfIssuer>NEWMONT CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>651639106</cusip>
    <value>3078197</value>
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      <sshPrnamt>28436</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>28436</Sole>
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      <None>0</None>
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    <nameOfIssuer>NEXGEN ENERGY LTD</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>65340P106</cusip>
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      <Sole>12350</Sole>
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    <nameOfIssuer>NORDSON CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>655663102</cusip>
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      <sshPrnamt>6184</sshPrnamt>
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      <Sole>6184</Sole>
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    <nameOfIssuer>NOVARTIS AG</nameOfIssuer>
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    <cusip>66987V109</cusip>
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    <nameOfIssuer>NOVO-NORDISK A S</nameOfIssuer>
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    <nameOfIssuer>NVIDIA CORPORATION</nameOfIssuer>
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    <nameOfIssuer>OCCIDENTAL PETE CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>674599105</cusip>
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    <nameOfIssuer>ONEOK INC NEW</nameOfIssuer>
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    <nameOfIssuer>OVINTIV INC</nameOfIssuer>
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    <cusip>69047Q102</cusip>
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      <Sole>12199</Sole>
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    <nameOfIssuer>PAYCHEX INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>704326107</cusip>
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      <sshPrnamt>67636</sshPrnamt>
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      <Sole>67636</Sole>
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    <nameOfIssuer>PEPSICO INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>713448108</cusip>
    <value>416643</value>
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      <sshPrnamt>2683</sshPrnamt>
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    <votingAuthority>
      <Sole>2683</Sole>
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      <None>0</None>
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    <nameOfIssuer>PHILLIPS 66</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>718546104</cusip>
    <value>372376</value>
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      <sshPrnamt>2044</sshPrnamt>
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    <votingAuthority>
      <Sole>2044</Sole>
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    <nameOfIssuer>RAYMOND JAMES FINL INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>754730109</cusip>
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      <Sole>49911</Sole>
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    <nameOfIssuer>REGENERON PHARMACEUTICALS</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>75886F107</cusip>
    <value>2328737</value>
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      <sshPrnamt>3014</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>3014</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>RESMED INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>761152107</cusip>
    <value>11024437</value>
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      <sshPrnamt>49111</sshPrnamt>
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      <Sole>49111</Sole>
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      <None>0</None>
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    <nameOfIssuer>ROSS STORES INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>778296103</cusip>
    <value>2764632</value>
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      <sshPrnamt>12762</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>12762</Sole>
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      <None>0</None>
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  <infoTable>
    <nameOfIssuer>SABINE RTY TR</nameOfIssuer>
    <titleOfClass>UNIT BEN INT</titleOfClass>
    <cusip>785688102</cusip>
    <value>1740354</value>
    <shrsOrPrnAmt>
      <sshPrnamt>23100</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>23100</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>SAN JUAN BASIN RTY TR</nameOfIssuer>
    <titleOfClass>UNIT BEN INT</titleOfClass>
    <cusip>798241105</cusip>
    <value>255411</value>
    <shrsOrPrnAmt>
      <sshPrnamt>53100</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>53100</Sole>
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      <None>0</None>
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    <nameOfIssuer>SANOFI SA</nameOfIssuer>
    <titleOfClass>SPONSORED ADR</titleOfClass>
    <cusip>80105N105</cusip>
    <value>346655</value>
    <shrsOrPrnAmt>
      <sshPrnamt>7195</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
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      <Sole>7195</Sole>
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      <None>0</None>
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  <infoTable>
    <nameOfIssuer>SCHWAB STRATEGIC TR</nameOfIssuer>
    <titleOfClass>US TIPS ETF</titleOfClass>
    <cusip>808524870</cusip>
    <value>249495</value>
    <shrsOrPrnAmt>
      <sshPrnamt>9376</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>9376</Sole>
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      <None>0</None>
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  <infoTable>
    <nameOfIssuer>SHARKNINJA INC</nameOfIssuer>
    <titleOfClass>COM SHS</titleOfClass>
    <cusip>G8068L108</cusip>
    <value>329349</value>
    <shrsOrPrnAmt>
      <sshPrnamt>3110</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>3110</Sole>
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      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>SKYWORKS SOLUTIONS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>83088M102</cusip>
    <value>231550</value>
    <shrsOrPrnAmt>
      <sshPrnamt>4324</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>4324</Sole>
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      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>SLB LIMITED</nameOfIssuer>
    <titleOfClass>COM STK</titleOfClass>
    <cusip>806857108</cusip>
    <value>360193</value>
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    <votingAuthority>
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      <None>0</None>
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    <votingAuthority>
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      <None>0</None>
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    <titleOfClass>COM</titleOfClass>
    <cusip>842587107</cusip>
    <value>219100</value>
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      <None>0</None>
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    <nameOfIssuer>SOUTHWEST AIRLS CO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>844741108</cusip>
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    <votingAuthority>
      <Sole>45968</Sole>
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    <nameOfIssuer>SPDR SERIES TRUST</nameOfIssuer>
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    <cusip>78468R663</cusip>
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      <Sole>61986</Sole>
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      <None>0</None>
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    <cusip>85207K107</cusip>
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    <cusip>85208P303</cusip>
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    <votingAuthority>
      <Sole>20630</Sole>
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      <None>0</None>
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    <nameOfIssuer>STAAR SURGICAL CO</nameOfIssuer>
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    <value>1433804</value>
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      <Sole>76674</Sole>
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    <nameOfIssuer>STANDARD LITHIUM LTD</nameOfIssuer>
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      <Sole>57700</Sole>
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      <None>0</None>
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    <nameOfIssuer>STEPAN CO</nameOfIssuer>
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    <cusip>858586100</cusip>
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      <Sole>8018</Sole>
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    <nameOfIssuer>STRYKER CORPORATION</nameOfIssuer>
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    <votingAuthority>
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      <Sole>189089</Sole>
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      <None>0</None>
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    <nameOfIssuer>TEXAS INSTRS INC</nameOfIssuer>
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    <cusip>882508104</cusip>
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      <Sole>16851</Sole>
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    <nameOfIssuer>TEXAS PACIFIC LAND CORPORATI</nameOfIssuer>
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    <cusip>88262P102</cusip>
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      <Sole>1392</Sole>
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      <None>0</None>
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    <nameOfIssuer>TORONTO DOMINION BK ONT</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
    <cusip>891160509</cusip>
    <value>1479617</value>
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      <Sole>15857</Sole>
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    <nameOfIssuer>TOYOTA MOTOR CORP</nameOfIssuer>
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    <cusip>892331307</cusip>
    <value>2437839</value>
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      <None>0</None>
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    <nameOfIssuer>TRACTOR SUPPLY CO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
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    <nameOfIssuer>TRANSOCEAN LTD</nameOfIssuer>
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    <cusip>H8817H100</cusip>
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    <nameOfIssuer>TYLER TECHNOLOGIES INC</nameOfIssuer>
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    <nameOfIssuer>UBER TECHNOLOGIES INC</nameOfIssuer>
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    <value>415279</value>
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    <cusip>92204A702</cusip>
    <value>390723</value>
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    <nameOfIssuer>WASTE MGMT INC DEL</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>94106L109</cusip>
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</informationTable>