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 5,809 22,237 SH   SOLE   22,237 0 0
ADVANCED MICRO DEVICES COM 007903107 5,177 56,445 SH   SOLE   56,445 0 0
ALPHABET INC CL A COM 02079K305 6,201 3,538 SH   SOLE   3,538 0 0
AMAZON.COM INC COM 023135106 290 89 SH   SOLE   89 0 0
AMERICAN EXPRESS COM 025816109 258 2,131 SH   SOLE   2,131 0 0
APPLE INC COM 037833100 12,968 97,731 SH   SOLE   97,731 0 0
APTIV PLC COM g60951109 3,710 28,475 SH   SOLE   28,475 0 0
ARCHER DANIELS MIDLAND COMPANY COM 039483102 3,347 66,390 SH   SOLE   66,390 0 0
BANK OF AMERICA COM 060505104 3,671 121,122 SH   SOLE   121,122 0 0
BROADCOM INC COM 11135f101 6,375 14,560 SH   SOLE   14,560 0 0
CATERPILLAR INC COM 149123101 3,504 19,250 SH   SOLE   19,250 0 0
CINTAS CORP COM 172908105 5,753 16,277 SH   SOLE   16,277 0 0
CISCO SYSTEMS COM 17275r102 516 11,530 SH   SOLE   11,530 0 0
CITIGROUP COM 172967424 316 5,120 SH   SOLE   5,120 0 0
COSTAR COM 22160n109 4,759 5,149 SH   SOLE   5,149 0 0
COLGATE-PALMOLIVE COM 194162103 325 3,800 SH   SOLE   3,800 0 0
CONSTELLATION BRANDS INC COM 21036p108 3,407 15,555 SH   SOLE   15,555 0 0
DOLLAR GENERAL COM 256677105 5,498 26,145 SH   SOLE   26,145 0 0
DOMINO'S PIZZA INC COM 25754a201 4,131 10,772 SH   SOLE   10,772 0 0
ELI LILLY COM 532457108 250 1,482 SH   SOLE   1,482 0 0
ENERGY TRANSFER LP COM 29273v100 68 11,000 SH   SOLE   11,000 0 0
EXXON MOBIL CORP COM 30231G102 571 13,844 SH   SOLE   13,844 0 0
FIRST HORIZON NATIONAL CORP COM 320517105 172 13,500 SH   SOLE   13,500 0 0
GENERAL MILLS COM 370334104 235 4,000 SH   SOLE   4,000 0 0
HOME DEPOT INC COM 437076102 6,310 23,756 SH   SOLE   23,756 0 0
HONEYWELL INTERNATIONAL COM 438516106 5,110 24,025 SH   SOLE   24,025 0 0
IDEXX LABORATORIES COM 45168d104 5,469 10,940 SH   SOLE   10,940 0 0
INTERNATIONAL BUSINESS MACHINE COM 459200101 425 3,374 SH   SOLE   3,374 0 0
INTUIT COM 461202103 4,157 10,945 SH   SOLE   10,945 0 0
JP MORGAN CHASE & CO COM 46625h100 3,599 28,320 SH   SOLE   28,320 0 0
KIMBERLY-CLARK COM 494368103 232 1,720 SH   SOLE   1,720 0 0
KINDER MORGAN COM 49456b101 146 10,670 SH   SOLE   10,670 0 0
LINDE PLC COM G5494J103 5,471 20,762 SH   SOLE   20,762 0 0
MARSH & MCLENNAN COM 571748102 256 2,186 SH   SOLE   2,186 0 0
MICROSOFT COM 594918104 334 1,502 SH   SOLE   1,502 0 0
MORGAN STANLEY COM 617446448 227 3,315 SH   SOLE   3,315 0 0
NEXTERA ENERGY COM 65339f101 3,572 46,300 SH   SOLE   46,300 0 0
NIKE CL B COM 654106103 4,864 34,385 SH   SOLE   34,385 0 0
OLD DOMINION FREIGHT LINE COM 679580100 401 2,054 SH   SOLE   2,054 0 0
PPG INDUSTRIES INC COM 693506107 3,668 25,430 SH   SOLE   25,430 0 0
PAYPAL HOLDINGS INC COM 70450y103 9,779 41,753 SH   SOLE   41,753 0 0
PEPSICO INC COM 713448108 4,761 32,105 SH   SOLE   32,105 0 0
PROCTER & GAMBLE CO COM 742718109 861 6,186 SH   SOLE   6,186 0 0
QUALCOMM INC COM 747525103 6,765 44,410 SH   SOLE   44,410 0 0
REGIONS FINANCIAL COM 7591ep100 162 10,035 SH   SOLE   10,035 0 0
REMARK HOLDINGS COM 75955k102 24 12,400 SH   SOLE   12,400 0 0
SIMMONS FIRST NATIONAL BANK COM 828730200 284 13,154 SH   SOLE   13,154 0 0
SONY ADR COM 835699307 3,970 39,265 SH   SOLE   39,265 0 0
SYNOVUS FINANCIAL CORP COM 87161c501 3,248 100,330 SH   SOLE   100,330 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 7,172 15,398 SH   SOLE   15,398 0 0
TRUIST FINANCIAL CORP COM 89832q109 3,677 76,715 SH   SOLE   76,715 0 0
TYLER TECHNOLOGIES INC COM 902252105 6,671 15,282 SH   SOLE   15,282 0 0
UNITEDHEALTH GROUP COM 91324p102 4,583 13,069 SH   SOLE   13,069 0 0
VERIZON COMMUNICATIONS COM 92343v104 212 3,605 SH   SOLE   3,605 0 0
VISA COM 92826c839 5,361 24,510 SH   SOLE   24,510 0 0
WAL-MART STORES COM 931142103 4,397 30,506 SH   SOLE   30,506 0 0
WELLS FARGO COM 949746101 370 12,265 SH   SOLE   12,265 0 0
WERNER ENTERPRISES INC COM 950755108 2,876 73,335 SH   SOLE   73,335 0 0
WESTROCK CO COM 96145d105 294 6,750 SH   SOLE   6,750 0 0