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
ALPHABET INC CAP STK CL A 02079K305 5,083 53,138 SH   SOLE   53,138 0 0
AMERICAN EXPRESS CO COM 025816109 210 1,556 SH   SOLE   1,556 0 0
APPLE INC COM 037833100 6,307 45,635 SH   SOLE   45,635 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 5,662 70,380 SH   SOLE   70,380 0 0
AT&T INC COM 00206R102 1,572 102,470 SH   SOLE   102,470 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 226 1,000 SH   SOLE   1,000 0 0
BK OF AMERICA CORP COM 060505104 3,833 126,924 SH   SOLE   126,924 0 0
BROADCOM INC COM 11135F101 5,795 13,051 SH   SOLE   13,051 0 0
CATERPILLAR INC COM 149123101 3,236 19,725 SH   SOLE   19,725 0 0
CISCO SYS INC COM 17275R102 317 7,920 SH   SOLE   7,920 0 0
COLGATE PALMOLIVE CO COM 194162103 267 3,800 SH   SOLE   3,800 0 0
CONOCOPHILLIPS COM 20825C104 6,289 61,450 SH   SOLE   61,450 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 267 2,873 SH   SOLE   2,873 0 0
EATON CORP PLC SHS G29183103 221 1,655 SH   SOLE   1,655 0 0
EOG RES INC COM 26875P101 3,607 32,281 SH   SOLE   32,281 0 0
EXXON MOBIL CORP COM 30231G102 1,292 14,794 SH   SOLE   14,794 0 0
GENERAL MLS INC COM 370334104 222 2,900 SH   SOLE   2,900 0 0
HALLIBURTON CO COM 406216101 3,472 141,025 SH   SOLE   141,025 0 0
HERC HLDGS INC COM 42704L104 3,148 30,305 SH   SOLE   30,305 0 0
HOME DEPOT INC COM 437076102 6,051 21,929 SH   SOLE   21,929 0 0
HONEYWELL INTL INC COM 438516106 4,178 25,020 SH   SOLE   25,020 0 0
IDEXX LABS INC COM 45168D104 3,033 9,309 SH   SOLE   9,309 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 499 4,200 SH   SOLE   4,200 0 0
JACOBS SOLUTIONS INC COM 46982L108 3,417 31,495 SH   SOLE   31,495 0 0
JOHNSON & JOHNSON COM 478160104 389 2,384 SH   SOLE   2,384 0 0
LILLY ELI & CO COM 532457108 528 1,632 SH   SOLE   1,632 0 0
LINDE PLC SHS G5494J103 5,462 20,260 SH   SOLE   20,260 0 0
LXP INDUSTRIAL TRUST COM 529043101 149 16,270 SH   SOLE   16,270 0 0
MARATHON OIL CORP COM 565849106 4,904 217,164 SH   SOLE   217,164 0 0
MARSH & MCLENNAN COS INC COM 571748102 326 2,186 SH   SOLE   2,186 0 0
MICROSOFT CORP COM 594918104 452 1,940 SH   SOLE   1,940 0 0
NORFOLK SOUTHN CORP COM 655844108 251 1,198 SH   SOLE   1,198 0 0
NV5 GLOBAL INC COM 62945V109 4,019 32,455 SH   SOLE   32,455 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 411 1,652 SH   SOLE   1,652 0 0
PAYPAL HLDGS INC COM 70450Y103 2,458 28,561 SH   SOLE   28,561 0 0
PEPSICO INC COM 713448108 5,578 34,164 SH   SOLE   34,164 0 0
PNC FINL SVCS GROUP INC COM 693475105 4,066 27,215 SH   SOLE   27,215 0 0
PROCTER AND GAMBLE CO COM 742718109 938 7,431 SH   SOLE   7,431 0 0
QUALCOMM INC COM 747525103 4,823 42,690 SH   SOLE   42,690 0 0
QUANTA SVCS INC COM 74762E102 3,936 30,895 SH   SOLE   30,895 0 0
REGIONS FINANCIAL CORP NEW COM 7591EP100 250 12,435 SH   SOLE   12,435 0 0
SCHLUMBERGER LTD COM STK 806857108 5,368 149,516 SH   SOLE   149,516 0 0
SHATTUCK LABS INC COM 82024L103 54 20,000 SH   SOLE   20,000 0 0
SIMMONS 1ST NATL CORP CL A $1 PAR 828730200 1,387 63,666 SH   SOLE   63,666 0 0
SOUTHWESTERN ENERGY CO COM 845467109 95 15,450 SH   SOLE   15,450 0 0
SYNOVUS FINL CORP COM NEW 87161C501 4,032 107,500 SH   SOLE   107,500 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 6,862 13,529 SH   SOLE   13,529 0 0
TRUIST FINL CORP COM 89832Q109 3,485 80,052 SH   SOLE   80,052 0 0
TYLER TECHNOLOGIES INC COM 902252105 4,844 13,940 SH   SOLE   13,940 0 0
UNITEDHEALTH GROUP INC COM 91324P102 6,495 12,861 SH   SOLE   12,861 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 239 6,283 SH   SOLE   6,283 0 0
WALMART INC COM 931142103 278 2,143 SH   SOLE   2,143 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104 281 24,458 SH   SOLE   24,458 0 0