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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ACCENTURE LTD CL A COM g1151c101 4,529 21,510 SH   SOLE   21,510 0 0
ALPHABET INC CL A COM 02079K305 4,388 3,276 SH   SOLE   3,276 0 0
APPLE INC COM 037833100 7,931 27,010 SH   SOLE   27,010 0 0
BANK OF AMERICA COM 060505104 3,822 108,525 SH   SOLE   108,525 0 0
BAXTER INTERNATIONAL COM 071813109 204 2,436 SH   SOLE   2,436 0 0
BECTON DICKINSON COM 075887109 3,472 12,765 SH   SOLE   12,765 0 0
BROADCOM INC COM 11135f101 4,293 13,585 SH   SOLE   13,585 0 0
CISCO SYSTEMS COM 17275r102 526 10,960 SH   SOLE   10,960 0 0
COLGATE PALMOLIVE COM 194162103 262 3,800 SH   SOLE   3,800 0 0
COMCAST CLASS A COM 20030n101 3,080 68,480 SH   SOLE   68,480 0 0
COMERICA COM 200340107 2,978 41,500 SH   SOLE   41,500 0 0
DOLLAR GENERAL COM 256677105 3,815 24,460 SH   SOLE   24,460 0 0
DOMINO'S PIZZA INC COM 25754a201 3,091 10,522 SH   SOLE   10,522 0 0
EOG RESOURCES COM 26875p101 2,861 34,156 SH   SOLE   34,156 0 0
EXXON MOBIL CORP COM 30231G102 1,184 16,969 SH   SOLE   16,969 0 0
FLIR SYSTEMS INC COM 302445101 2,991 57,450 SH   SOLE   57,450 0 0
GENERAL MILLS COM 370334104 214 4,000 SH   SOLE   4,000 0 0
HOME DEPOT INC COM 437076102 4,943 22,633 SH   SOLE   22,633 0 0
HONEYWELL INTERNATIONAL COM 438516106 3,769 21,295 SH   SOLE   21,295 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 438 3,269 SH   SOLE   3,269 0 0
JP MORGAN CHASE & CO COM 46625h100 3,385 24,285 SH   SOLE   24,285 0 0
KIMBERLY-CLARK COM 494368103 237 1,720 SH   SOLE   1,720 0 0
KINDER MORGAN COM 49456b101 3,506 165,630 SH   SOLE   165,630 0 0
L3 HARRIS TECHNOLOGIES COM 502431109 5,541 28,004 SH   SOLE   28,004 0 0
LINDE PLC COM G5494J103 4,055 19,047 SH   SOLE   19,047 0 0
LUMINEX CORP DEL COM 55027E102 347 15,000 SH   SOLE   15,000 0 0
MARSH & MCLENNAN COM 571748102 244 2,186 SH   SOLE   2,186 0 0
NIKE CLASS B COM 654106103 3,075 30,355 SH   SOLE   30,355 0 0
ON SEMICONDUCTOR COM 682189105 3,021 123,920 SH   SOLE   123,920 0 0
OLD DOMINION FREIGHT LINE COM 679580100 260 1,370 SH   SOLE   1,370 0 0
PNC FINL SVCS GROUP INC COM 693475105 4,709 29,500 SH   SOLE   29,500 0 0
PPG INDUSTRIES COM 693506107 3,256 24,390 SH   SOLE   24,390 0 0
PALO ALTO NETWORKS INC COM 697435105 4,119 17,810 SH   SOLE   17,810 0 0
PAYPAL HOLDINGS INC COM 70450y103 5,336 49,333 SH   SOLE   49,333 0 0
PEPSICO INC COM 713448108 4,186 30,628 SH   SOLE   30,628 0 0
PIONEER NATURAL RESOURCES COM 723787107 3,591 23,725 SH   SOLE   23,725 0 0
PROCTER & GAMBLE CO COM 742718109 823 6,586 SH   SOLE   6,586 0 0
RAYTHEON COM 755111507 4,806 21,870 SH   SOLE   21,870 0 0
REGIONS FNANCIAL COM 7591ep100 172 10,035 SH   SOLE   10,035 0 0
SIMMONS FIRST NATIONAL BANK COM 828730200 352 13,154 SH   SOLE   13,154 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 5,162 15,890 SH   SOLE   15,890 0 0
TRIMBLE NAVIGATION LTD COM 896239100 3,017 72,368 SH   SOLE   72,368 0 0
TRUIST FINANCIAL CORP COM 89832q109 263 4,669 SH   SOLE   4,669 0 0
TYLER TECHNOLOGIES INC COM 902252105 4,665 15,550 SH   SOLE   15,550 0 0
US BANCORP DEL COM NEW 902973304 4,073 68,700 SH   SOLE   68,700 0 0
UNITEDHEALTH GROUP COM 91324p102 2,785 9,475 SH   SOLE   9,475 0 0
VISA COM 92826c839 4,163 22,155 SH   SOLE   22,155 0 0
WALT DISNEY COM 254687106 4,151 28,700 SH   SOLE   28,700 0 0