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
AFLAC INC COM 001055102 BBG001S5NGJ4 407,835 4,750 SH   SOLE   4,750 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 BBG001SCTQY4 236,454 1,625 SH   SOLE   1,625 0 0
ALAMOS GOLD INC NEW COM CL A 011532108 BBG009HT65S0 147,500 10,000 SH   SOLE   10,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 BBG006G2JWB1 1,083,591 14,975 SH   SOLE   14,975 0 0
ALLSTATE CORP COM 020002101 BBG001S9BM06 944,981 5,462 SH   SOLE   5,462 0 0
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 10,181,587 67,459 SH   SOLE   67,459 0 0
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 6,155,720 40,429 SH   SOLE   40,429 0 0
AMAZON COM INC COM 023135106 BBG001S5PQL7 4,151,807 23,017 SH   SOLE   23,017 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 BBG001S5NJG1 2,131,618 27,269 SH   SOLE   27,269 0 0
AMGEN INC COM 031162100 BBG001S5NNL6 4,905,089 17,252 SH   SOLE   17,252 0 0
ANTERO MIDSTREAM CORP COM 03676B102 BBG00GBNZ4N9 1,329,528 94,561 SH   SOLE   94,561 0 0
ANTERO RESOURCES CORP COM 03674X106 BBG001T61KH8 1,253,351 43,219 SH   SOLE   43,219 0 0
APPLE INC COM 037833100 BBG001S5N8V8 14,313,093 83,468 SH   SOLE   83,468 0 0
ARCH CAP GROUP LTD ORD G0450A105 BBG001S9HZ74 2,065,850 22,348 SH   SOLE   22,348 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 BBG001S82KF6 1,504,934 6,026 SH   SOLE   6,026 0 0
BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 1,859,066 49,026 SH   SOLE   49,026 0 0
BECTON DICKINSON & CO COM 075887109 BBG001S5P374 5,211,050 21,059 SH   SOLE   21,059 0 0
BELLRING BRANDS INC COMMON STOCK 07831C103 BBG013QNJHW0 1,598,474 27,079 SH   SOLE   27,079 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 9,916,703 23,582 SH   SOLE   23,582 0 0
BIOHAVEN LTD COM G1110E107 BBG017BXV3R8 1,501,296 27,451 SH   SOLE   27,451 0 0
BLOCK INC CL A 852234103 BBG001TFLWL5 3,515,822 41,568 SH   SOLE   41,568 0 0
BROADCOM INC COM 11135F101 BBG00KHY5SY8 4,172,391 3,148 SH   SOLE   3,148 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 BBG001SR7MB9 480,192 2,344 SH   SOLE   2,344 0 0
CAL MAINE FOODS INC COM NEW 128030202 BBG001S80MM6 272,417 4,629 SH   SOLE   4,629 0 0
CATERPILLAR INC COM 149123101 BBG001S5PJ06 333,452 910 SH   SOLE   910 0 0
CDW CORP COM 12514G108 BBG001V18TB6 4,951,646 19,359 SH   SOLE   19,359 0 0
CF INDS HLDGS INC COM 125269100 BBG001SJ8KV8 2,134,587 25,653 SH   SOLE   25,653 0 0
CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 1,573,772 9,977 SH   SOLE   9,977 0 0
CITIGROUP INC COM NEW 172967424 BBG001S72ZG4 886,309 14,015 SH   SOLE   14,015 0 0
CNH INDL N V SHS N20944109 BBG0059JSF67 2,420,306 186,752 SH   SOLE   186,752 0 0
CNX RES CORP COM 12653C108 BBG001SC7TN4 1,833,011 77,277 SH   SOLE   77,277 0 0
COCA COLA CO COM 191216100 BBG001S5SMQ8 421,041 6,882 SH   SOLE   6,882 0 0
COMCAST CORP NEW CL A 20030N101 BBG001S5PXL2 2,222,078 51,259 SH   SOLE   51,259 0 0
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 1,640,359 2,239 SH   SOLE   2,239 0 0
COUSINS PPTYS INC COM NEW 222795502 BBG001S73MB7 2,846,913 118,424 SH   SOLE   118,424 0 0
CROWN HLDGS INC COM 228368106 BBG001S5PKZ5 400,422 5,052 SH   SOLE   5,052 0 0
CVS HEALTH CORP COM 126650100 BBG001S5QBD8 2,932,138 36,762 SH   SOLE   36,762 0 0
DBX ETF TR DALY HOM B&S BUL 25490K596 BBG009T0QJY1 234,643 1,549 SH   SOLE   1,549 0 0
DEERE & CO COM 244199105 BBG001S5QFF7 2,411,455 5,871 SH   SOLE   5,871 0 0
DIAGEO PLC SPON ADR NEW 25243Q205 BBG001S7V596 656,985 4,417 SH   SOLE   4,417 0 0
DIAMONDBACK ENERGY INC COM 25278X109 BBG002PHSZN7 4,655,608 23,493 SH   SOLE   23,493 0 0
DISNEY WALT CO COM 254687106 BBG001S5QHF3 324,866 2,655 SH   SOLE   2,655 0 0
DNOW INC COM 67011P100 BBG005BLN1Z3 737,292 48,506 SH   SOLE   48,506 0 0
DOLLAR GEN CORP NEW COM 256677105 BBG001T5BM30 2,077,315 13,311 SH   SOLE   13,311 0 0
DORIAN LPG LTD SHS USD Y2106R110 BBG006476HV8 230,760 6,000 SH   SOLE   6,000 0 0
DOUBLELINE ETF TRUST MORTGAGE ETF 25861R402 BBG01G091M76 925,267 19,002 SH   SOLE   19,002 0 0
EMERSON ELEC CO COM 291011104 BBG001S5QVT7 499,048 4,400 SH   SOLE   4,400 0 0
ENOVIS CORPORATION COM 194014502 BBG001SC04J1 1,388,389 22,232 SH   SOLE   22,232 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 BBG001S9P0Z1 1,236,999 42,392 SH   SOLE   42,392 0 0
EQT CORP COM 26884L109 BBG001S5QXJ4 1,125,483 30,361 SH   SOLE   30,361 0 0
ESAB CORPORATION COM 29605J106 BBG0028ZMP54 1,050,194 9,498 SH   SOLE   9,498 0 0
EXXON MOBIL CORP COM 30231G102 BBG001S69V32 929,804 7,999 SH   SOLE   7,999 0 0
FERGUSON PLC NEW SHS G3421J106 BBG00NZ6VPK5 3,268,805 14,965 SH   SOLE   14,965 0 0
GENERAL ELECTRIC CO COM NEW 369604301 BBG001S5PVD5 263,295 1,500 SH   SOLE   1,500 0 0
GENUINE PARTS CO COM 372460105 BBG001S5RNH7 508,171 3,280 SH   SOLE   3,280 0 0
GLOBAL PMTS INC COM 37940X102 BBG001SGS2Z8 2,700,868 20,207 SH   SOLE   20,207 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 BBG001SJB7J7 760,353 13,585 SH   SOLE   13,585 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 BBG0078W3NP4 177,300 10,000 SH   SOLE   10,000 0 0
HOME DEPOT INC COM 437076102 BBG001S5RTW7 5,742,109 14,969 SH   SOLE   14,969 0 0
HOWARD HUGHES HOLDINGS INC COM 44267T102 BBG01HTMDZ63 657,284 9,051 SH   SOLE   9,051 0 0
HP INC COM 40434L105 BBG001S6W7N7 241,760 8,000 SH   SOLE   8,000 0 0
HSBC HLDGS PLC SPON ADR NEW 404280406 BBG001SCZVC0 681,912 17,325 SH   SOLE   17,325 0 0
HUBBELL INC COM 443510607 BBG001S5S1L9 4,062,095 9,787 SH   SOLE   9,787 0 0
ICON PLC SHS G4705A100 BBG001SDCL35 3,729,045 11,100 SH   SOLE   11,100 0 0
INSIGHT SELECT INCOME FD COM 45781W109 BBG001S63V10 2,454,586 148,853 SH   SOLE   148,853 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 BBG001SDJ4R0 4,133,757 30,079 SH   SOLE   30,079 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 BBG001S5S399 3,309,172 17,329 SH   SOLE   17,329 0 0
INVESCO EXCH TRADED FD TR II VAR RATE PFD 46138G870 BBG006F9S8B0 4,247,153 178,677 SH   SOLE   178,677 0 0
ISHARES INC MSCI STH KOR ETF 464286772 BBG001SF9FC7 1,235,630 18,412 SH   SOLE   18,412 0 0
ISHARES TR 1 3 YR TREAS BD 464287457 BBG001SKXPR1 201,343 2,462 SH   SOLE   2,462 0 0
ISHARES TR A RATE CP BD ETF 46429B291 BBG002NCM1M2 3,971,987 83,656 SH   SOLE   83,656 0 0
ISHARES TR CORE S&P MCP ETF 464287507 BBG001SFC7V0 1,327,169 21,850 SH   SOLE   21,850 0 0
ISHARES TR CORE S&P SCP ETF 464287804 BBG001SFC7W9 1,051,046 9,510 SH   SOLE   9,510 0 0
ISHARES TR CYBERSECURITY 46435U135 BBG00PC1B2X5 558,218 11,915 SH   SOLE   11,915 0 0
ISHARES TR ISHS 1-5YR INVS 464288646 BBG001SSD858 2,352,573 45,877 SH   SOLE   45,877 0 0
ISHARES TR PFD AND INCM SEC 464288687 BBG001SNVWC8 6,573,180 203,946 SH   SOLE   203,946 0 0
ISHARES TR US TREAS BD ETF 46429B267 BBG002NCKPP8 14,473,296 635,630 SH   SOLE   635,630 0 0
ITT INC COM 45073V108 BBG00CVQZQB3 2,894,719 21,280 SH   SOLE   21,280 0 0
JANUS DETROIT STR TR HENDERSON MTG 47103U852 BBG00LYBQSH3 2,704,377 59,964 SH   SOLE   59,964 0 0
JD.COM INC SPON ADR CL A 47215P106 BBG005YHY0R6 907,376 33,128 SH   SOLE   33,128 0 0
JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 795,696 5,030 SH   SOLE   5,030 0 0
JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 4,865,688 24,292 SH   SOLE   24,292 0 0
KIMBERLY-CLARK CORP COM 494368103 BBG001S5SLZ0 1,127,803 8,719 SH   SOLE   8,719 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104 BBG001T9BTS0 1,038,393 18,873 SH   SOLE   18,873 0 0
KROGER CO COM 501044101 BBG001S5SN40 696,301 12,188 SH   SOLE   12,188 0 0
LAUDER ESTEE COS INC CL A 518439104 BBG001S8L5H6 2,602,515 16,883 SH   SOLE   16,883 0 0
LOWES COS INC COM 548661107 BBG001S5SVL3 3,642,385 14,299 SH   SOLE   14,299 0 0
MASTERCARD INCORPORATED CL A 57636Q104 BBG001SKNNS6 2,698,237 5,603 SH   SOLE   5,603 0 0
MCDONALDS CORP COM 580135101 BBG001S5T110 273,492 970 SH   SOLE   970 0 0
MERCK & CO INC COM 58933Y105 BBG001S5TC52 3,202,163 24,268 SH   SOLE   24,268 0 0
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 4,235,715 8,723 SH   SOLE   8,723 0 0
MICROSOFT CORP COM 594918104 BBG001S5TD05 17,751,439 42,193 SH   SOLE   42,193 0 0
MOHAWK INDS INC COM 608190104 BBG001SBGSZ5 614,529 4,695 SH   SOLE   4,695 0 0
MONDELEZ INTL INC CL A 609207105 BBG001SHHZJ3 1,865,780 26,654 SH   SOLE   26,654 0 0
NETFLIX INC COM 64110L106 BBG001SF6L46 3,026,326 4,983 SH   SOLE   4,983 0 0
NEWTEKONE INC COM NEW 652526203 BBG001S9PYW0 110,000 10,000 SH   SOLE   10,000 0 0
NVENT ELECTRIC PLC SHS G6700G107 BBG00GNT7B03 5,588,196 74,114 SH   SOLE   74,114 0 0
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 698,452 773 SH   SOLE   773 0 0
NVR INC COM 62944T105 BBG001S5TSM8 2,114,090 261 SH   SOLE   261 0 0
ONEOK INC NEW COM 682680103 BBG001S5TWK1 633,504 7,902 SH   SOLE   7,902 0 0
ORACLE CORP COM 68389X105 BBG001S5SJG6 1,786,300 14,221 SH   SOLE   14,221 0 0
PACCAR INC COM 693718108 BBG001S5V1S8 5,113,560 41,275 SH   SOLE   41,275 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 BBG001SF6W88 1,415,002 93,031 SH   SOLE   93,031 0 0
PFIZER INC COM 717081103 BBG001S5V466 3,151,179 113,556 SH   SOLE   113,556 0 0
POST HLDGS INC COM 737446104 BBG001WTBC45 848,434 7,983 SH   SOLE   7,983 0 0
REGIONS FINANCIAL CORP NEW COM 7591EP100 BBG001SM4KY2 1,560,369 74,162 SH   SOLE   74,162 0 0
RPM INTL INC COM 749685103 BBG001S7X317 3,856,122 32,418 SH   SOLE   32,418 0 0
RTX CORPORATION COM 75513E101 BBG001S5X5Q9 2,033,306 20,848 SH   SOLE   20,848 0 0
SALESFORCE INC COM 79466L302 BBG001SDLP09 5,500,451 18,263 SH   SOLE   18,263 0 0
SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 BBG001T66WQ7 249,975 3,290 SH   SOLE   3,290 0 0
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 BBG001T5XQV6 285,476 4,600 SH   SOLE   4,600 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 BBG0113JGQG9 4,377,910 47,049 SH   SOLE   47,049 0 0
SHELL PLC SPON ADS 780259305 BBG0147BN6H1 214,528 3,200 SH   SOLE   3,200 0 0
SIMPSON MFG INC COM 829073105 BBG001SB9QN0 3,576,903 17,433 SH   SOLE   17,433 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 2,434,891 4,655 SH   SOLE   4,655 0 0
SPDR SER TR PORTFLI TIPS ETF 78464A656 BBG001STKCZ6 2,758,762 107,680 SH   SOLE   107,680 0 0
SPDR SER TR PORTFOLIO SHORT 78464A474 BBG001T6B0P2 1,185,859 39,834 SH   SOLE   39,834 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 BBG003T4VFD1 6,427,021 24,354 SH   SOLE   24,354 0 0
SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 BBG0084H8485 2,707,060 67,592 SH   SOLE   67,592 0 0
STANLEY BLACK & DECKER INC COM 854502101 BBG001S5WHT1 345,889 3,532 SH   SOLE   3,532 0 0
STRYKER CORPORATION COM 863667101 BBG001S8FR03 2,249,929 6,287 SH   SOLE   6,287 0 0
SYSCO CORP COM 871829107 BBG001S5WJS8 2,500,101 30,797 SH   SOLE   30,797 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 BBG001S5WWW4 13,247,869 97,375 SH   SOLE   97,375 0 0
TAPESTRY INC COM 876030107 BBG001SFH7D5 1,166,347 24,565 SH   SOLE   24,565 0 0
TCW STRATEGIC INCOME FD INC COM 872340104 BBG001S5QBH4 2,233,534 464,352 SH   SOLE   464,352 0 0
TE CONNECTIVITY LTD SHS H84989104 BBG001STLRP3 1,819,567 12,528 SH   SOLE   12,528 0 0
TESLA INC COM 88160R101 BBG001SQKGD7 309,039 1,758 SH   SOLE   1,758 0 0
TEXAS INSTRS INC COM 882508104 BBG001S5WYZ7 1,493,503 8,573 SH   SOLE   8,573 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 BBG001S5WS08 6,513,621 11,207 SH   SOLE   11,207 0 0
T-MOBILE US INC COM 872590104 BBG001SKR9Y6 4,024,516 24,657 SH   SOLE   24,657 0 0
UNITED RENTALS INC COM 911363109 BBG001SBGZ25 1,084,550 1,504 SH   SOLE   1,504 0 0
VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 BBG001ST39Q2 2,377,921 31,015 SH   SOLE   31,015 0 0
VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 BBG001SHTV18 880,942 13,082 SH   SOLE   13,082 0 0
VANGUARD SCOTTSDALE FDS LONG TERM TREAS 92206C847 BBG001T62MC8 4,584,169 77,383 SH   SOLE   77,383 0 0
VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771 BBG001T62MF5 8,943,985 196,097 SH   SOLE   196,097 0 0
VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 BBG001T62M74 7,832,656 134,883 SH   SOLE   134,883 0 0
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 BBG001T62KZ7 2,986,022 38,624 SH   SOLE   38,624 0 0
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 BBG001SSPWL4 449,474 8,959 SH   SOLE   8,959 0 0
VANGUARD WORLD FD INF TECH ETF 92204A702 BBG001SHTTR5 244,867 467 SH   SOLE   467 0 0
WALMART INC COM 931142103 BBG001S5XH92 3,673,259 61,048 SH   SOLE   61,048 0 0
WELLS FARGO CO NEW COM 949746101 BBG001S5XF23 350,369 6,045 SH   SOLE   6,045 0 0
WESTERN ASSET INVESTMENT GRA COM 95766T100 BBG001S5V055 1,638,946 134,450 SH   SOLE   134,450 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104 BBG001S5XL11 853,078 23,756 SH   SOLE   23,756 0 0
WHEATON PRECIOUS METALS CORP COM 962879102 BBG001S6DSP0 2,825,114 59,943 SH   SOLE   59,943 0 0