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
3M CO COM 88579Y101   657,780 6,017 SH   SOLE 0 0 0 6,017
ABBOTT LABS COM 002824100   2,344,290 21,298 SH   SOLE 0 0 0 21,298
ABBVIE INC COM 00287Y109   5,816,746 37,535 SH   SOLE 0 0 0 37,535
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   375,474 1,070 SH   SOLE 0 16 0 1,054
ADOBE INC COM 00724F101   416,427 698 SH   SOLE 0 0 0 698
ADVANCED MICRO DEVICES INC COM 007903107   416,581 2,826 SH   SOLE 0 0 0 2,826
AGCO CORP COM 001084102   254,961 2,100 SH   SOLE 0 200 0 1,900
AIR PRODS & CHEMS INC COM 009158106   229,718 839 SH   SOLE 0 0 0 839
AKAMAI TECHNOLOGIES INC COM 00971T101   603,940 5,103 SH   SOLE 0 0 0 5,103
ALPHABET INC CAP STK CL A 02079K305   2,555,489 18,294 SH   SOLE 0 453 0 17,841
ALPHABET INC CAP STK CL C 02079K107   2,003,743 14,218 SH   SOLE 0 0 0 14,218
ALTRIA GROUP INC COM 02209S103   759,215 18,820 SH   SOLE 0 0 0 18,820
AMAZON COM INC COM 023135106   4,593,754 30,234 SH   SOLE 0 1,125 0 29,109
AMERICAN ELEC PWR CO INC COM 025537101   381,572 4,698 SH   SOLE 0 0 0 4,698
AMERICAN TOWER CORP NEW COM 03027X100   230,344 1,067 SH   SOLE 0 0 0 1,067
AMGEN INC COM 031162100   1,459,989 5,069 SH   SOLE 0 0 0 5,069
AMPHENOL CORP NEW CL A 032095101   204,208 2,060 SH   SOLE 0 0 0 2,060
ANALOG DEVICES INC COM 032654105   200,546 1,010 SH   SOLE 0 0 0 1,010
AON PLC SHS CL A G0403H108   1,273,326 4,375 SH   SOLE 0 17 0 4,358
APPLE INC COM 037833100   23,625,316 122,710 SH   SOLE 0 11,000 0 111,710
APPLE INC COM 037833100   300,040 2,600 SH Call SOLE 0 0 0 2,600
APPLE INC COM 037833100   19,470 11,000 SH Put SOLE 0 11,000 0 0
APPLE INC COM 037833100   3,303 5,200 SH Put SOLE 0 0 0 5,200
APPLIED MATLS INC COM 038222105   1,081,979 6,676 SH   SOLE 0 0 0 6,676
APPLOVIN CORP COM CL A 03831W108   1,282,732 32,189 SH   SOLE 0 0 0 32,189
ARISTA NETWORKS INC COM 040413106   321,000 1,363 SH   SOLE 0 100 0 1,263
AT&T INC COM 00206R102   1,179,409 70,287 SH   SOLE 0 191 0 70,096
AUTODESK INC COM 052769106   311,898 1,281 SH   SOLE 0 100 0 1,181
AUTOMATIC DATA PROCESSING IN COM 053015103   222,952 957 SH   SOLE 0 0 0 957
BANK AMERICA CORP COM 060505104   447,441 13,289 SH   SOLE 0 800 0 12,489
BECTON DICKINSON & CO COM 075887109   591,584 2,426 SH   SOLE 0 0 0 2,426
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   18,639,408 52,261 SH   SOLE 0 961 0 51,300
BEST BUY INC COM 086516101   8,401,278 107,323 SH   SOLE 0 3,880 0 103,443
BOEING CO COM 097023105   576,580 2,212 SH   SOLE 0 0 0 2,212
BORGWARNER INC COM 099724106   8,401,089 234,340 SH   SOLE 0 7,882 0 226,458
BOSTON SCIENTIFIC CORP COM 101137107   310,729 5,375 SH   SOLE 0 0 0 5,375
BRISTOL-MYERS SQUIBB CO COM 110122108   11,934,940 232,605 SH   SOLE 0 5,674 0 226,931
BROADCOM INC COM 11135F101   669,750 600 SH   SOLE 0 0 0 600
CADENCE DESIGN SYSTEM INC COM 127387108   212,721 781 SH   SOLE 0 0 0 781
CARMAX INC COM 143130102   2,201,978 28,694 SH   SOLE 0 736 0 27,958
CATERPILLAR INC COM 149123101   599,323 2,027 SH   SOLE 0 0 0 2,027
CBOE GLOBAL MKTS INC COM 12503M108   2,500,733 14,005 SH   SOLE 0 0 0 14,005
CENCORA INC COM 03073E105   275,415 1,341 SH   SOLE 0 0 0 1,341
CHEVRON CORP NEW COM 166764100   1,358,369 9,107 SH   SOLE 0 100 0 9,007
CHUBB LIMITED COM H1467J104   220,802 977 SH   SOLE 0 0 0 977
CISCO SYS INC COM 17275R102   10,105,360 200,027 SH   SOLE 0 5,913 0 194,114
CITIGROUP INC COM NEW 172967424   9,751,481 189,570 SH   SOLE 0 5,794 0 183,776
CME GROUP INC COM 12572Q105   1,130,922 5,370 SH   SOLE 0 0 0 5,370
COCA COLA CO COM 191216100   962,161 16,327 SH   SOLE 0 0 0 16,327
COINBASE GLOBAL INC COM CL A 19260Q107   5,939,368 34,150 SH   SOLE 0 0 0 34,150
COLGATE PALMOLIVE CO COM 194162103   247,420 3,104 SH   SOLE 0 0 0 3,104
COMCAST CORP NEW CL A 20030N101   10,717,966 244,423 SH   SOLE 0 7,593 0 236,831
CONSOLIDATED EDISON INC COM 209115104   570,473 6,271 SH   SOLE 0 0 0 6,271
COPART INC COM 217204106   218,883 4,467 SH   SOLE 0 0 0 4,467
CORNING INC COM 219350105   6,011,274 197,415 SH   SOLE 0 7,052 0 190,362
CORTEVA INC COM 22052L104   388,775 8,113 SH   SOLE 0 0 0 8,113
COSTCO WHSL CORP NEW COM 22160K105   403,309 611 SH   SOLE 0 0 0 611
CROWN CASTLE INC COM 22822V101   226,348 1,965 SH   SOLE 0 0 0 1,965
CUMMINS INC COM 231021106   2,355,028 9,830 SH   SOLE 0 327 0 9,503
CVS HEALTH CORP COM 126650100   9,181,391 116,279 SH   SOLE 0 3,507 0 112,772
DANAHER CORPORATION COM 235851102   254,474 1,100 SH   SOLE 0 0 0 1,100
DEERE & CO COM 244199105   257,116 643 SH   SOLE 0 0 0 643
DISCOVER FINL SVCS COM 254709108   9,027,631 80,317 SH   SOLE 0 2,701 0 77,616
DISNEY WALT CO COM 254687106   1,086,278 12,031 SH   SOLE 0 0 0 12,031
DOLLAR GEN CORP NEW COM 256677105   4,959,129 36,478 SH   SOLE 0 1,357 0 35,120
DOLLAR TREE INC COM 256746108   236,655 1,666 SH   SOLE 0 0 0 1,666
DOVER CORP COM 260003108   1,738,053 11,300 SH   SOLE 0 0 0 11,300
DOW INC COM 260557103   602,898 10,994 SH   SOLE 0 0 0 10,994
DUKE ENERGY CORP NEW COM NEW 26441C204   492,478 5,075 SH   SOLE 0 0 0 5,075
EASTMAN CHEM CO COM 277432100   9,026,012 100,490 SH   SOLE 0 3,365 0 97,125
EATON CORP PLC SHS G29183103   873,454 3,627 SH   SOLE 0 0 0 3,627
ELECTRONIC ARTS INC COM 285512109   606,752 4,435 SH   SOLE 0 0 0 4,435
ELEVANCE HEALTH INC COM 036752103   210,787 447 SH   SOLE 0 0 0 447
ELI LILLY & CO COM 532457108   680,268 1,167 SH   SOLE 0 0 0 1,167
EMERSON ELEC CO COM 291011104   291,114 2,991 SH   SOLE 0 0 0 2,991
ENERGY TRANSFER L P COM UT LTD PTN 29273V100   793,610 57,508 SH   SOLE 0 0 0 57,508
ENERGY TRANSFER L P COM UT LTD PTN 29273V100   226,200 60,000 SH Call SOLE 0 0 0 60,000
ENERGY TRANSFER L P COM UT LTD PTN 29273V100   4,320 27,000 SH Call SOLE 0 0 0 27,000
ENERGY TRANSFER L P COM UT LTD PTN 29273V100   2,800 70,000 SH Call SOLE 0 0 0 70,000
EQT CORP COM 26884L109   228,094 5,900 SH   SOLE 0 400 0 5,500
ESSENT GROUP LTD COM G3198U102   1,318,500 25,000 SH   SOLE 0 0 0 25,000
ETSY INC COM 29786A106   548,141 6,763 SH   SOLE 0 0 0 6,763
EVEREST GROUP LTD COM G3223R108   7,993,383 22,607 SH   SOLE 0 762 0 21,845
EXXON MOBIL CORP COM 30231G102   5,399,334 54,004 SH   SOLE 0 0 0 54,004
F5 INC COM 315616102   2,733,204 15,271 SH   SOLE 0 455 0 14,816
FIRST SOLAR INC COM 336433107   1,909,207 11,082 SH   SOLE 0 204 0 10,878
FISERV INC COM 337738108   204,574 1,540 SH   SOLE 0 0 0 1,540
FLEETCOR TECHNOLOGIES INC COM 339041105   310,871 1,100 SH   SOLE 0 100 0 1,000
FORD MTR CO DEL COM 345370860   1,053,009 86,383 SH   SOLE 0 0 0 86,383
FORTINET INC COM 34959E109   2,187,442 37,373 SH   SOLE 0 1,015 0 36,358
FOX CORP CL A COM 35137L105   6,806,908 229,421 SH   SOLE 0 8,823 0 220,598
GENERAL DYNAMICS CORP COM 369550108   251,620 969 SH   SOLE 0 0 0 969
GENERAL ELECTRIC CO COM NEW 369604301   323,699 2,536 SH   SOLE 0 200 0 2,336
GENERAL MLS INC COM 370334104   305,507 4,690 SH   SOLE 0 0 0 4,690
GILEAD SCIENCES INC COM 375558103   1,253,310 15,471 SH   SOLE 0 0 0 15,471
GLOBUS MED INC CL A 379577208   639,480 12,000 SH   SOLE 0 0 0 12,000
GOLDMAN SACHS GROUP INC COM 38141G104   334,463 867 SH   SOLE 0 0 0 867
HALLIBURTON CO COM 406216101   6,436,637 178,054 SH   SOLE 0 6,724 0 171,329
HAVERTY FURNITURE COS INC COM 419596101   5,112,000 144,000 SH   SOLE 0 0 0 144,000
HCA HEALTHCARE INC COM 40412C101   2,219,144 8,198 SH   SOLE 0 214 0 7,984
HERSHEY CO COM 427866108   613,015 3,288 SH   SOLE 0 100 0 3,188
HOME DEPOT INC COM 437076102   640,580 1,848 SH   SOLE 0 0 0 1,848
HONEYWELL INTL INC COM 438516106   408,728 1,949 SH   SOLE 0 0 0 1,949
ILLINOIS TOOL WKS INC COM 452308109   274,775 1,049 SH   SOLE 0 0 0 1,049
INTEL CORP COM 458140100   547,407 10,894 SH   SOLE 0 0 0 10,894
INTERCONTINENTAL EXCHANGE IN COM 45866F104   277,537 2,161 SH   SOLE 0 0 0 2,161
INTERNATIONAL BUSINESS MACHS COM 459200101   1,688,298 10,323 SH   SOLE 0 0 0 10,323
INTUIT COM 461202103   298,139 477 SH   SOLE 0 0 0 477
INTUITIVE SURGICAL INC COM NEW 46120E602   230,080 682 SH   SOLE 0 0 0 682
INVESCO QQQ TR UNIT SER 1 46090E103   204,760 500 SH   SOLE 0 300 0 200
ISHARES TR CORE S&P500 ETF 464287200   13,616,356 28,508 SH   SOLE 0 1,264 0 27,244
ISHARES TR CORE TOTAL USD 46434V613   260,987 5,665 SH   SOLE 0 0 0 5,665
ISHARES TR SHORT TREAS BD 464288679   216,075 1,962 SH   SOLE 0 0 0 1,962
JOHNSON & JOHNSON COM 478160104   1,499,539 9,567 SH   SOLE 0 0 0 9,567
JOHNSON CTLS INTL PLC SHS G51502105   294,137 5,103 SH   SOLE 0 0 0 5,103
JPMORGAN CHASE & CO COM 46625H100   1,672,284 9,831 SH   SOLE 0 100 0 9,731
JUNIPER NETWORKS INC COM 48203R104   2,529,885 85,817 SH   SOLE 0 2,718 0 83,099
KELLANOVA COM 487836108   493,909 8,834 SH   SOLE 0 0 0 8,834
KEURIG DR PEPPER INC COM 49271V100   291,417 8,746 SH   SOLE 0 0 0 8,746
KIMBERLY-CLARK CORP COM 494368103   368,904 3,036 SH   SOLE 0 0 0 3,036
KROGER CO COM 501044101   2,095,533 45,844 SH   SOLE 0 1,315 0 44,529
L3HARRIS TECHNOLOGIES INC COM 502431109   1,149,912 5,460 SH   SOLE 0 0 0 5,460
LEIDOS HOLDINGS INC COM 525327102   638,400 5,898 SH   SOLE 0 0 0 5,898
LOCKHEED MARTIN CORP COM 539830109   405,197 894 SH   SOLE 0 150 0 744
LOWES COS INC COM 548661107   251,036 1,128 SH   SOLE 0 0 0 1,128
MARATHON PETE CORP COM 56585A102   554,444 3,737 SH   SOLE 0 0 0 3,737
MARSH & MCLENNAN COS INC COM 571748102   260,332 1,374 SH   SOLE 0 0 0 1,374
MASCO CORP COM 574599106   456,268 6,812 SH   SOLE 0 0 0 6,812
MASTERCARD INCORPORATED CL A 57636Q104   463,616 1,087 SH   SOLE 0 0 0 1,087
MATCH GROUP INC NEW COM 57667L107   1,944,319 53,269 SH   SOLE 0 1,114 0 52,155
MCCORMICK & CO INC COM NON VTG 579780206   2,052,942 30,005 SH   SOLE 0 0 0 30,005
MCDONALDS CORP COM 580135101   1,552,446 5,236 SH   SOLE 0 100 0 5,136
MCKESSON CORP COM 58155Q103   247,231 534 SH   SOLE 0 0 0 534
MEDTRONIC PLC SHS G5960L103   314,280 3,815 SH   SOLE 0 0 0 3,815
MERCK & CO INC COM 58933Y105   1,546,568 14,186 SH   SOLE 0 230 0 13,956
META PLATFORMS INC CL A 30303M102   1,008,432 2,849 SH   SOLE 0 1,910 0 939
MICROCHIP TECHNOLOGY INC. COM 595017104   336,732 3,734 SH   SOLE 0 200 0 3,534
MICRON TECHNOLOGY INC COM 595112103   278,294 3,261 SH   SOLE 0 0 0 3,261
MICROSOFT CORP COM 594918104   3,695,972 9,829 SH   SOLE 0 0 0 9,829
MOLINA HEALTHCARE INC COM 60855R100   2,629,975 7,279 SH   SOLE 0 274 0 7,005
MONDELEZ INTL INC CL A 609207105   273,134 3,771 SH   SOLE 0 0 0 3,771
MORGAN STANLEY COM NEW 617446448   245,434 2,632 SH   SOLE 0 0 0 2,632
MOTOROLA SOLUTIONS INC COM NEW 620076307   605,829 1,935 SH   SOLE 0 0 0 1,935
NASDAQ INC COM 631103108   284,886 4,900 SH   SOLE 0 0 0 4,900
NETFLIX INC COM 64110L106   342,277 703 SH   SOLE 0 0 0 703
NEXTERA ENERGY INC COM 65339F101   10,531,859 173,392 SH   SOLE 0 5,271 0 168,121
NIKE INC CL B 654106103   1,740,594 16,032 SH   SOLE 0 13,093 0 2,939
NIO INC SPON ADS 62914V106   272,100 30,000 SH   SOLE 0 0 0 30,000
NORFOLK SOUTHN CORP COM 655844108   4,710,108 19,926 SH   SOLE 0 0 0 19,926
NORTHROP GRUMMAN CORP COM 666807102   448,478 958 SH   SOLE 0 0 0 958
NVIDIA CORPORATION COM 67066G104   3,167,945 6,397 SH   SOLE 0 0 0 6,397
NVIDIA CORPORATION COM 67066G104   604,800 1,800 SH Call SOLE 0 0 0 1,800
NXP SEMICONDUCTORS N V COM N6596X109   2,254,500 9,816 SH   SOLE 0 275 0 9,541
OLD DOMINION FREIGHT LINE IN COM 679580100   243,198 600 SH   SOLE 0 0 0 600
OLD NATL BANCORP IND COM 680033107   207,747 12,300 SH   SOLE 0 12,300 0 0
ORACLE CORP COM 68389X105   9,489,860 90,011 SH   SOLE 0 3,194 0 86,817
OREILLY AUTOMOTIVE INC COM 67103H107   304,976 321 SH   SOLE 0 0 0 321
PALANTIR TECHNOLOGIES INC CL A 69608A108   1,717,000 100,000 SH   SOLE 0 0 0 100,000
PALO ALTO NETWORKS INC COM 697435105   332,035 1,126 SH   SOLE 0 0 0 1,126
PAYCHEX INC COM 704326107   249,535 2,095 SH   SOLE 0 0 0 2,095
PAYPAL HLDGS INC COM 70450Y103   2,094,818 34,112 SH   SOLE 0 651 0 33,461
PEPSICO INC COM 713448108   601,743 3,543 SH   SOLE 0 0 0 3,543
PFIZER INC COM 717081103   1,135,917 39,455 SH   SOLE 0 0 0 39,455
PHILIP MORRIS INTL INC COM 718172109   771,488 8,200 SH   SOLE 0 0 0 8,200
PIONEER NAT RES CO COM 723787107   305,387 1,358 SH   SOLE 0 0 0 1,358
PNC FINL SVCS GROUP INC COM 693475105   293,286 1,894 SH   SOLE 0 0 0 1,894
PPG INDS INC COM 693506107   591,769 3,957 SH   SOLE 0 0 0 3,957
PROCORE TECHNOLOGIES INC COM 74275K108   1,933,661 27,935 SH   SOLE 0 27,935 0 0
PROCTER AND GAMBLE CO COM 742718109   5,877,698 40,110 SH   SOLE 0 0 0 40,110
PROGRESSIVE CORP COM 743315103   4,377,970 27,486 SH   SOLE 0 0 0 27,486
PROLOGIS INC. COM 74340W103   542,131 4,067 SH   SOLE 0 200 0 3,867
PUBLIC STORAGE COM 74460D109   587,125 1,925 SH   SOLE 0 0 0 1,925
QUALCOMM INC COM 747525103   550,896 3,809 SH   SOLE 0 100 0 3,709
RAYMOND JAMES FINL INC COM 754730109   2,128,546 19,090 SH   SOLE 0 526 0 18,564
REALTY INCOME CORP COM 756109104   635,812 11,073 SH   SOLE 0 0 0 11,073
REGENERON PHARMACEUTICALS COM 75886F107   201,128 229 SH   SOLE 0 0 0 229
REPUBLIC SVCS INC COM 760759100   642,282 3,895 SH   SOLE 0 0 0 3,895
ROPER TECHNOLOGIES INC COM 776696106   665,653 1,221 SH   SOLE 0 0 0 1,221
ROYAL CARIBBEAN GROUP COM V7780T103   3,077,718 23,768 SH   SOLE 0 540 0 23,228
RTX CORPORATION COM 75513E101   10,185,988 121,060 SH   SOLE 0 3,392 0 117,668
S&P GLOBAL INC COM 78409V104   314,091 713 SH   SOLE 0 0 0 713
SALESFORCE INC COM 79466L302   360,239 1,369 SH   SOLE 0 0 0 1,369
SEALED AIR CORP NEW COM 81211K100   1,938,686 53,086 SH   SOLE 0 879 0 52,207
SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860   1,055,664 26,352 SH   SOLE 0 1,879 0 24,473
SELECT SECTOR SPDR TR COMMUNICATION 81369Y852   2,977,712 40,981 SH   SOLE 0 2,962 0 38,019
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886   933,856 14,746 SH   SOLE 0 995 0 13,751
SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100   1,064,846 12,449 SH   SOLE 0 902 0 11,546
SELECT SECTOR SPDR TR ENERGY 81369Y506   2,177,969 25,978 SH   SOLE 0 1,878 0 24,099
SELECT SECTOR SPDR TR FINANCIAL 81369Y605   4,747,362 126,260 SH   SOLE 0 9,229 0 117,030
SELECT SECTOR SPDR TR INDL 81369Y704   3,748,251 32,882 SH   SOLE 0 2,360 0 30,522
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   10,942,230 56,849 SH   SOLE 0 4,209 0 52,640
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308   2,094,939 29,084 SH   SOLE 0 2,101 0 26,983
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209   3,758,631 27,560 SH   SOLE 0 1,966 0 25,594
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407   4,718,730 26,390 SH   SOLE 0 1,955 0 24,435
SERVICENOW INC COM 81762P102   248,684 352 SH   SOLE 0 0 0 352
SHERWIN WILLIAMS CO COM 824348106   12,103,280 38,805 SH   SOLE 0 8,124 0 30,681
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107   636,456 40,956 SH   SOLE 0 40,956 0 0
SIMON PPTY GROUP INC NEW COM 828806109   9,855,628 69,094 SH   SOLE 0 2,402 0 66,692
SKYWORKS SOLUTIONS INC COM 83088M102   8,373,228 74,482 SH   SOLE 0 2,450 0 72,031
SM ENERGY CO COM 78454L100   538,053 13,896 SH   SOLE 0 0 0 13,896
SPDR S&P 500 ETF TR TR UNIT 78462F103   237,655 500 SH   SOLE 0 0 0 500
STAGWELL INC COM CL A 85256A109   3,480,750 525,000 SH   SOLE 0 0 0 525,000
STARBUCKS CORP COM 855244109   2,034,717 21,193 SH   SOLE 0 571 0 20,622
STRYKER CORPORATION COM 863667101   233,279 779 SH   SOLE 0 0 0 779
SYSCO CORP COM 871829107   1,530,538 20,929 SH   SOLE 0 0 0 20,929
TARGET CORP COM 87612E106   223,457 1,569 SH   SOLE 0 0 0 1,569
TELEDYNE TECHNOLOGIES INC COM 879360105   611,417 1,370 SH   SOLE 0 0 0 1,370
TESLA INC COM 88160R101   3,773,666 15,187 SH   SOLE 0 0 0 15,187
TEXAS INSTRS INC COM 882508104   338,534 1,986 SH   SOLE 0 0 0 1,986
THE CIGNA GROUP COM 125523100   241,057 805 SH   SOLE 0 0 0 805
THERMO FISHER SCIENTIFIC INC COM 883556102   364,653 687 SH   SOLE 0 0 0 687
TJX COS INC NEW COM 872540109   311,637 3,322 SH   SOLE 0 0 0 3,322
TRACTOR SUPPLY CO COM 892356106   282,979 1,316 SH   SOLE 0 100 0 1,216
TRAVELERS COMPANIES INC COM 89417E109   1,209,937 6,352 SH   SOLE 0 0 0 6,352
TYSON FOODS INC CL A 902494103   5,986,999 111,386 SH   SOLE 0 3,859 0 107,527
UBER TECHNOLOGIES INC COM 90353T100   651,164 10,576 SH   SOLE 0 0 0 10,576
UNION PAC CORP COM 907818108   331,833 1,351 SH   SOLE 0 0 0 1,351
UNITED PARCEL SERVICE INC CL B 911312106   272,165 1,731 SH   SOLE 0 0 0 1,731
UNITED RENTALS INC COM 911363109   1,720,260 3,000 SH   SOLE 0 0 0 3,000
UNITEDHEALTH GROUP INC COM 91324P102   3,058,791 5,810 SH   SOLE 0 0 0 5,810
US BANCORP DEL COM NEW 902973304   299,151 6,912 SH   SOLE 0 0 0 6,912
VANGUARD INDEX FDS MID CAP ETF 922908629   226,849 975 SH   SOLE 0 0 0 975
VANGUARD INDEX FDS SMALL CP ETF 922908751   210,864 988 SH   SOLE 0 0 0 988
VANGUARD INDEX FDS SML CP GRW ETF 922908595   245,825 1,017 SH   SOLE 0 0 0 1,017
VANGUARD INDEX FDS LARGE CAP ETF 922908637   959,860 4,400 SH   SOLE 0 0 0 4,400
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844   596,400 3,500 SH   SOLE 0 0 0 3,500
VERISIGN INC COM 92343E102   545,382 2,648 SH   SOLE 0 0 0 2,648
VERIZON COMMUNICATIONS INC COM 92343V104   1,530,290 40,591 SH   SOLE 0 0 0 40,591
VISA INC COM CL A 92826C839   1,972,614 7,577 SH   SOLE 0 100 0 7,477
WALMART INC COM 931142103   283,612 1,799 SH   SOLE 0 0 0 1,799
WASTE MGMT INC DEL COM 94106L109   916,528 5,117 SH   SOLE 0 0 0 5,117
WELLS FARGO CO NEW COM 949746101   294,237 5,978 SH   SOLE 0 0 0 5,978
WILLIAMS COS INC COM 969457100   825,680 23,706 SH   SOLE 0 0 0 23,706
WORKDAY INC CL A 98138H101   751,711 2,723 SH   SOLE 0 2,700 0 23
YUM BRANDS INC COM 988498101   1,006,082 7,700 SH   SOLE 0 0 0 7,700