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
AFLAC INC COM 001055102 BBG001S5NGJ4 515,625 6,250 SH   SOLE   6,250 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 BBG001SCTQY4 225,924 1,625 SH   SOLE   1,625 0 0
ALAMOS GOLD INC NEW COM CL A 011532108 BBG009HT65S0 134,700 10,000 SH   SOLE   10,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 BBG006G2JWB1 823,932 10,630 SH   SOLE   10,630 0 0
ALLSTATE CORP COM 020002101 BBG001S9BM06 764,571 5,462 SH   SOLE   5,462 0 0
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 9,188,110 65,775 SH   SOLE   65,775 0 0
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 5,771,507 40,953 SH   SOLE   40,953 0 0
AMAZON COM INC COM 023135106 BBG001S5PQL7 3,045,334 20,043 SH   SOLE   20,043 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 BBG001S5NJG1 2,100,454 31,003 SH   SOLE   31,003 0 0
AMGEN INC COM 031162100 BBG001S5NNL6 4,857,458 16,865 SH   SOLE   16,865 0 0
ANTERO MIDSTREAM CORP COM 03676B102 BBG00GBNZ4N9 1,226,124 97,855 SH   SOLE   97,855 0 0
ANTERO RESOURCES CORP COM 03674X106 BBG001T61KH8 530,690 23,399 SH   SOLE   23,399 0 0
APPLE INC COM 037833100 BBG001S5N8V8 16,023,502 83,226 SH   SOLE   83,226 0 0
ARCH CAP GROUP LTD ORD G0450A105 BBG001S9HZ74 1,542,885 20,774 SH   SOLE   20,774 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 BBG001S82KF6 1,403,878 6,026 SH   SOLE   6,026 0 0
BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 1,861,379 55,283 SH   SOLE   55,283 0 0
BECTON DICKINSON & CO COM 075887109 BBG001S5P374 5,643,202 23,144 SH   SOLE   23,144 0 0
BELLRING BRANDS INC COMMON STOCK 07831C103 BBG013QNJHW0 1,320,121 23,816 SH   SOLE   23,816 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 7,959,582 22,317 SH   SOLE   22,317 0 0
BLOCK INC CL A 852234103 BBG001TFLWL5 679,752 8,788 SH   SOLE   8,788 0 0
BROADCOM INC COM 11135F101 BBG00KHY5SY8 3,544,094 3,175 SH   SOLE   3,175 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 BBG001SR7MB9 482,278 2,344 SH   SOLE   2,344 0 0
CAL MAINE FOODS INC COM NEW 128030202 BBG001S80MM6 299,519 5,219 SH   SOLE   5,219 0 0
CATERPILLAR INC COM 149123101 BBG001S5PJ06 269,060 910 SH   SOLE   910 0 0
CDW CORP COM 12514G108 BBG001V18TB6 4,267,252 18,772 SH   SOLE   18,772 0 0
CF INDS HLDGS INC COM 125269100 BBG001SJ8KV8 2,132,349 26,822 SH   SOLE   26,822 0 0
CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 1,441,483 9,664 SH   SOLE   9,664 0 0
CISCO SYS INC COM 17275R102 BBG001S6HC62 202,384 4,006 SH   SOLE   4,006 0 0
CITIGROUP INC COM NEW 172967424 BBG001S72ZG4 781,631 15,195 SH   SOLE   15,195 0 0
CNH INDL N V SHS N20944109 BBG0059JSF67 2,126,872 174,620 SH   SOLE   174,620 0 0
CNX RES CORP COM 12653C108 BBG001SC7TN4 1,403,900 70,195 SH   SOLE   70,195 0 0
COCA COLA CO COM 191216100 BBG001S5SMQ8 405,557 6,882 SH   SOLE   6,882 0 0
COMCAST CORP NEW CL A 20030N101 BBG001S5PXL2 3,214,600 73,309 SH   SOLE   73,309 0 0
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 1,477,920 2,239 SH   SOLE   2,239 0 0
COUSINS PPTYS INC COM NEW 222795502 BBG001S73MB7 2,752,305 113,031 SH   SOLE   113,031 0 0
CROWN HLDGS INC COM 228368106 BBG001S5PKZ5 465,239 5,052 SH   SOLE   5,052 0 0
CVS HEALTH CORP COM 126650100 BBG001S5QBD8 3,669,193 46,469 SH   SOLE   46,469 0 0
DBX ETF TR DALY HOM B&S BUL 25490K596 BBG009T0QJY1 219,879 2,004 SH   SOLE   2,004 0 0
DEERE & CO COM 244199105 BBG001S5QFF7 2,297,654 5,746 SH   SOLE   5,746 0 0
DIAGEO PLC SPON ADR NEW 25243Q205 BBG001S7V596 367,792 2,525 SH   SOLE   2,525 0 0
DIAMONDBACK ENERGY INC COM 25278X109 BBG002PHSZN7 3,581,573 23,095 SH   SOLE   23,095 0 0
DISNEY WALT CO COM 254687106 BBG001S5QHF3 274,031 3,035 SH   SOLE   3,035 0 0
DOLLAR GEN CORP NEW COM 256677105 BBG001T5BM30 792,997 5,833 SH   SOLE   5,833 0 0
DORIAN LPG LTD SHS USD Y2106R110 BBG006476HV8 263,220 6,000 SH   SOLE   6,000 0 0
DOUBLELINE ETF TRUST MORTGAGE ETF 25861R402 BBG01G091M76 900,323 18,192 SH   SOLE   18,192 0 0
EMERSON ELEC CO COM 291011104 BBG001S5QVT7 428,252 4,400 SH   SOLE   4,400 0 0
ENOVIS CORPORATION COM 194014502 BBG001SC04J1 468,944 8,371 SH   SOLE   8,371 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 BBG001S9P0Z1 1,145,751 43,482 SH   SOLE   43,482 0 0
EQT CORP COM 26884L109 BBG001S5QXJ4 1,157,210 29,933 SH   SOLE   29,933 0 0
ESAB CORPORATION COM 29605J106 BBG0028ZMP54 902,494 10,419 SH   SOLE   10,419 0 0
EXXON MOBIL CORP COM 30231G102 BBG001S69V32 696,861 6,970 SH   SOLE   6,970 0 0
FERGUSON PLC NEW SHS G3421J106 BBG00NZ6VPK5 2,369,549 12,273 SH   SOLE   12,273 0 0
FOX CORP CL B COM 35137L204 BBG00JHNKKR3 226,924 8,207 SH   SOLE   8,207 0 0
GENUINE PARTS CO COM 372460105 BBG001S5RNH7 454,280 3,280 SH   SOLE   3,280 0 0
GLOBAL PMTS INC COM 37940X102 BBG001SGS2Z8 2,566,289 20,207 SH   SOLE   20,207 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 BBG001SJB7J7 961,083 14,321 SH   SOLE   14,321 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 BBG0078W3NP4 169,800 10,000 SH   SOLE   10,000 0 0
HOME DEPOT INC COM 437076102 BBG001S5RTW7 5,148,694 14,857 SH   SOLE   14,857 0 0
HONEYWELL INTL INC COM 438516106 BBG001S5X1N1 1,524,802 7,271 SH   SOLE   7,271 0 0
HOWARD HUGHES HOLDINGS INC COM 44267T102 BBG01HTMDZ63 1,607,913 18,795 SH   SOLE   18,795 0 0
HP INC COM 40434L105 BBG001S6W7N7 240,720 8,000 SH   SOLE   8,000 0 0
HSBC HLDGS PLC SPON ADR NEW 404280406 BBG001SCZVC0 789,517 19,475 SH   SOLE   19,475 0 0
HUBBELL INC COM 443510607 BBG001S5S1L9 3,560,339 10,824 SH   SOLE   10,824 0 0
ICON PLC SHS G4705A100 BBG001SDCL35 2,839,476 10,031 SH   SOLE   10,031 0 0
INSIGHT SELECT INCOME FD COM 45781W109 BBG001S63V10 2,262,854 141,694 SH   SOLE   141,694 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 BBG001SDJ4R0 3,810,775 29,672 SH   SOLE   29,672 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 BBG001S5S399 2,962,731 18,115 SH   SOLE   18,115 0 0
INVESCO EXCH TRADED FD TR II VAR RATE PFD 46138G870 BBG006F9S8B0 4,019,221 174,143 SH   SOLE   174,143 0 0
IRON MTN INC DEL COM 46284V101 BBG001SCQ2X1 1,261,740 18,030 SH   SOLE   18,030 0 0
ISHARES INC MSCI STH KOR ETF 464286772 BBG001SF9FC7 1,220,300 18,622 SH   SOLE   18,622 0 0
ISHARES TR 1 3 YR TREAS BD 464287457 BBG001SKXPR1 201,983 2,462 SH   SOLE   2,462 0 0
ISHARES TR A RATE CP BD ETF 46429B291 BBG002NCM1M2 3,932,751 81,711 SH   SOLE   81,711 0 0
ISHARES TR CORE S&P MCP ETF 464287507 BBG001SFC7V0 1,211,146 4,370 SH   SOLE   4,370 0 0
ISHARES TR CORE S&P SCP ETF 464287804 BBG001SFC7W9 1,029,458 9,510 SH   SOLE   9,510 0 0
ISHARES TR CYBERSECURITY 46435U135 BBG00PC1B2X5 378,660 8,335 SH   SOLE   8,335 0 0
ISHARES TR ISHS 1-5YR INVS 464288646 BBG001SSD858 2,228,874 43,469 SH   SOLE   43,469 0 0
ISHARES TR MSCI AC ASIA ETF 464288182 BBG001T2V2D8 242,715 3,646 SH   SOLE   3,646 0 0
ISHARES TR MSCI ACWI ETF 464288257 BBG001S56QV7 392,527 3,857 SH   SOLE   3,857 0 0
ISHARES TR PFD AND INCM SEC 464288687 BBG001SNVWC8 2,647,720 84,890 SH   SOLE   84,890 0 0
ISHARES TR US TREAS BD ETF 46429B267 BBG002NCKPP8 14,574,482 632,573 SH   SOLE   632,573 0 0
ITT INC COM 45073V108 BBG00CVQZQB3 3,252,425 27,258 SH   SOLE   27,258 0 0
JANUS DETROIT STR TR HENDERSON MTG 47103U852 BBG00LYBQSH3 2,633,006 57,314 SH   SOLE   57,314 0 0
JD.COM INC SPON ADR CL A 47215P106 BBG005YHY0R6 397,036 13,743 SH   SOLE   13,743 0 0
JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 788,403 5,030 SH   SOLE   5,030 0 0
JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 4,250,629 24,989 SH   SOLE   24,989 0 0
KIMBERLY-CLARK CORP COM 494368103 BBG001S5SLZ0 1,039,519 8,555 SH   SOLE   8,555 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104 BBG001T9BTS0 1,419,632 24,625 SH   SOLE   24,625 0 0
KROGER CO COM 501044101 BBG001S5SN40 609,726 13,339 SH   SOLE   13,339 0 0
LAUDER ESTEE COS INC CL A 518439104 BBG001S8L5H6 1,373,142 9,389 SH   SOLE   9,389 0 0
LIBERTY LATIN AMERICA LTD COM CL C G9001E128 BBG00JKWJ004 274,443 37,390 SH   SOLE   37,390 0 0
LOWES COS INC COM 548661107 BBG001S5SVL3 3,140,404 14,111 SH   SOLE   14,111 0 0
MASTERCARD INCORPORATED CL A 57636Q104 BBG001SKNNS6 2,082,649 4,883 SH   SOLE   4,883 0 0
MCDONALDS CORP COM 580135101 BBG001S5T110 287,615 970 SH   SOLE   970 0 0
MERCK & CO INC COM 58933Y105 BBG001S5TC52 2,562,189 23,502 SH   SOLE   23,502 0 0
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 924,190 2,611 SH   SOLE   2,611 0 0
MICROSOFT CORP COM 594918104 BBG001S5TD05 16,141,894 42,926 SH   SOLE   42,926 0 0
MOHAWK INDS INC COM 608190104 BBG001SBGSZ5 550,931 5,323 SH   SOLE   5,323 0 0
MONDELEZ INTL INC CL A 609207105 BBG001SHHZJ3 2,020,508 27,896 SH   SOLE   27,896 0 0
NETFLIX INC COM 64110L106 BBG001SF6L46 2,203,619 4,526 SH   SOLE   4,526 0 0
NEWTEKONE INC COM NEW 652526203 BBG001S9PYW0 138,000 10,000 SH   SOLE   10,000 0 0
NOW INC COM 67011P100 BBG005BLN1Z3 941,711 83,190 SH   SOLE   83,190 0 0
NVENT ELECTRIC PLC SHS G6700G107 BBG00GNT7B03 4,559,208 77,157 SH   SOLE   77,157 0 0
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 382,806 773 SH   SOLE   773 0 0
NVR INC COM 62944T105 BBG001S5TSM8 1,694,109 242 SH   SOLE   242 0 0
ONEOK INC NEW COM 682680103 BBG001S5TWK1 655,715 9,338 SH   SOLE   9,338 0 0
ORACLE CORP COM 68389X105 BBG001S5SJG6 781,659 7,414 SH   SOLE   7,414 0 0
PACCAR INC COM 693718108 BBG001S5V1S8 3,883,932 39,774 SH   SOLE   39,774 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 BBG001SF6W88 772,549 48,375 SH   SOLE   48,375 0 0
PFIZER INC COM 717081103 BBG001S5V466 1,535,083 53,320 SH   SOLE   53,320 0 0
POST HLDGS INC COM 737446104 BBG001WTBC45 758,373 8,612 SH   SOLE   8,612 0 0
REGIONS FINANCIAL CORP NEW COM 7591EP100 BBG001SM4KY2 1,501,989 77,502 SH   SOLE   77,502 0 0
RPM INTL INC COM 749685103 BBG001S7X317 4,117,473 36,885 SH   SOLE   36,885 0 0
RTX CORPORATION COM 75513E101 BBG001S5X5Q9 1,686,419 20,043 SH   SOLE   20,043 0 0
SALESFORCE INC COM 79466L302 BBG001SDLP09 4,784,938 18,184 SH   SOLE   18,184 0 0
SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 BBG001T66WQ7 230,629 3,290 SH   SOLE   3,290 0 0
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 BBG001T5XQV6 259,440 4,600 SH   SOLE   4,600 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 BBG0113JGQG9 4,029,208 47,197 SH   SOLE   47,197 0 0
SHELL PLC SPON ADS 780259305 BBG0147BN6H1 210,560 3,200 SH   SOLE   3,200 0 0
SIMPSON MFG INC COM 829073105 BBG001SB9QN0 3,930,101 19,851 SH   SOLE   19,851 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 2,212,569 4,655 SH   SOLE   4,655 0 0
SPDR SER TR PORTFLI TIPS ETF 78464A656 BBG001STKCZ6 2,666,415 104,279 SH   SOLE   104,279 0 0
SPDR SER TR PORTFOLIO SHORT 78464A474 BBG001T6B0P2 1,015,528 34,101 SH   SOLE   34,101 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 BBG003T4VFD1 4,641,753 24,702 SH   SOLE   24,702 0 0
SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 BBG0084H8485 2,610,052 64,846 SH   SOLE   64,846 0 0
STANLEY BLACK & DECKER INC COM 854502101 BBG001S5WHT1 1,484,744 15,135 SH   SOLE   15,135 0 0
STRYKER CORPORATION COM 863667101 BBG001S8FR03 1,815,028 6,061 SH   SOLE   6,061 0 0
SYSCO CORP COM 871829107 BBG001S5WJS8 2,543,901 34,786 SH   SOLE   34,786 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 BBG001S5WWW4 9,961,224 95,781 SH   SOLE   95,781 0 0
TAPESTRY INC COM 876030107 BBG001SFH7D5 942,152 25,595 SH   SOLE   25,595 0 0
TCW STRATEGIC INCOME FD INC COM 872340104 BBG001S5QBH4 2,019,164 439,905 SH   SOLE   439,905 0 0
TE CONNECTIVITY LTD SHS H84989104 BBG001STLRP3 1,914,734 13,628 SH   SOLE   13,628 0 0
TESLA INC COM 88160R101 BBG001SQKGD7 466,646 1,878 SH   SOLE   1,878 0 0
TEXAS INSTRS INC COM 882508104 BBG001S5WYZ7 776,105 4,553 SH   SOLE   4,553 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 BBG001S5WS08 5,561,087 10,477 SH   SOLE   10,477 0 0
T-MOBILE US INC COM 872590104 BBG001SKR9Y6 3,846,638 23,992 SH   SOLE   23,992 0 0
UNITED PARCEL SERVICE INC CL B 911312106 BBG001SDGSH1 1,315,387 8,366 SH   SOLE   8,366 0 0
UNITED RENTALS INC COM 911363109 BBG001SBGZ25 936,969 1,634 SH   SOLE   1,634 0 0
VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 BBG001ST39Q2 2,325,388 30,192 SH   SOLE   30,192 0 0
VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 BBG001SHTV18 588,252 9,123 SH   SOLE   9,123 0 0
VANGUARD SCOTTSDALE FDS LONG TERM TREAS 92206C847 BBG001T62MC8 7,766,440 126,222 SH   SOLE   126,222 0 0
VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771 BBG001T62MF5 8,906,406 192,114 SH   SOLE   192,114 0 0
VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 BBG001T62M74 9,082,215 155,704 SH   SOLE   155,704 0 0
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 BBG001T62KZ7 2,969,229 38,377 SH   SOLE   38,377 0 0
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 BBG001SSPWL4 429,137 8,959 SH   SOLE   8,959 0 0
VANGUARD WORLD FDS INF TECH ETF 92204A702 BBG001SHTTR5 298,628 617 SH   SOLE   617 0 0
WALMART INC COM 931142103 BBG001S5XH92 2,737,277 17,363 SH   SOLE   17,363 0 0
WELLS FARGO CO NEW COM 949746101 BBG001S5XF23 297,535 6,045 SH   SOLE   6,045 0 0
WESTERN ASSET INVESTMENT GRA COM 95766T100 BBG001S5V055 1,536,292 127,599 SH   SOLE   127,599 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104 BBG001S5XL11 1,483,219 42,658 SH   SOLE   42,658 0 0
WHEATON PRECIOUS METALS CORP COM 962879102 BBG001S6DSP0 2,834,139 57,441 SH   SOLE   57,441 0 0