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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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
ADVANCED MICRO DEVICES INC COM 007903107   3,571,144 34,732 SH   SOLE   34,732 0 0
ALPHABET INC CAP STK CL A 02079K305   6,837,564 52,251 SH   SOLE   52,251 0 0
AMAZON COM INC COM 023135106   4,171,443 32,815 SH   SOLE   32,815 0 0
AMERICAN EXPRESS CO COM 025816109   223,785 1,500 SH   SOLE   1,500 0 0
APPLE INC COM 037833100   7,867,540 45,953 SH   SOLE   45,953 0 0
ARCHER DANIELS MIDLAND CO COM 039483102   4,938,651 65,482 SH   SOLE   65,482 0 0
AT&T INC COM 00206R102   1,432,938 95,402 SH   SOLE   95,402 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103   240,580 1,000 SH   SOLE   1,000 0 0
AUTOZONE INC COM 053332102   218,439 86 SH   SOLE   86 0 0
BAKER HUGHES COMPANY CL A 05722G100   4,805,285 136,050 SH   SOLE   136,050 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   213,187 607 SH   SOLE   607 0 0
BROADCOM INC COM 11135F101   8,438,690 10,160 SH   SOLE   10,160 0 0
CATERPILLAR INC COM 149123101   5,072,339 18,580 SH   SOLE   18,580 0 0
CISCO SYS INC COM 17275R102   434,488 8,082 SH   SOLE   8,082 0 0
COLGATE PALMOLIVE CO COM 194162103   270,218 3,800 SH   SOLE   3,800 0 0
CONOCOPHILLIPS COM 20825C104   6,907,667 57,660 SH   SOLE   57,660 0 0
COSTCO WHSL CORP NEW COM 22160K105   214,685 380 SH   SOLE   380 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   4,470,440 26,708 SH   SOLE   26,708 0 0
DISNEY WALT CO COM 254687106   3,294,439 40,647 SH   SOLE   40,647 0 0
EATON CORP PLC SHS G29183103   4,567,391 21,415 SH   SOLE   21,415 0 0
ELI LILLY & CO COM 532457108   742,314 1,382 SH   SOLE   1,382 0 0
EOG RES INC COM 26875P101   3,851,517 30,384 SH   SOLE   30,384 0 0
EQT CORP COM 26884L109   202,494 4,990 SH   SOLE   4,990 0 0
EXXON MOBIL CORP COM 30231G102   1,015,656 8,638 SH   SOLE   8,638 0 0
FEDEX CORP COM 31428X106   228,891 864 SH   SOLE   864 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107   3,739,364 54,958 SH   SOLE   54,958 0 0
HALLIBURTON CO COM 406216101   5,203,601 128,484 SH   SOLE   128,484 0 0
HERC HLDGS INC COM 42704L104   3,507,540 29,490 SH   SOLE   29,490 0 0
HOME DEPOT INC COM 437076102   5,961,011 19,728 SH   SOLE   19,728 0 0
HONEYWELL INTL INC COM 438516106   200,441 1,085 SH   SOLE   1,085 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   533,140 3,800 SH   SOLE   3,800 0 0
IQVIA HLDGS INC COM 46266C105   3,797,274 19,300 SH   SOLE   19,300 0 0
KIMBERLY-CLARK CORP COM 494368103   207,862 1,720 SH   SOLE   1,720 0 0
LINDE PLC SHS G54950103   6,829,642 18,342 SH   SOLE   18,342 0 0
LOCKHEED MARTIN CORP COM 539830109   3,661,419 8,953 SH   SOLE   8,953 0 0
MARATHON OIL CORP COM 565849106   2,726,573 101,928 SH   SOLE   101,928 0 0
MARSH & MCLENNAN COS INC COM 571748102   496,493 2,609 SH   SOLE   2,609 0 0
MICROSOFT CORP COM 594918104   546,247 1,730 SH   SOLE   1,730 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100   231,164 565 SH   SOLE   565 0 0
ORACLE CORP COM 68389X105   3,565,797 33,665 SH   SOLE   33,665 0 0
PEPSICO INC COM 713448108   5,153,177 30,413 SH   SOLE   30,413 0 0
PROCTER AND GAMBLE CO COM 742718109   963,114 6,603 SH   SOLE   6,603 0 0
QUANTA SVCS INC COM 74762E102   5,321,579 28,447 SH   SOLE   28,447 0 0
REGIONS FINANCIAL CORP NEW COM 7591EP100   172,602 10,035 SH   SOLE   10,035 0 0
RTX CORPORATION COM 75513E101   3,175,675 44,125 SH   SOLE   44,125 0 0
S&P GLOBAL INC COM 78409V104   3,482,357 9,530 SH   SOLE   9,530 0 0
SCHLUMBERGER LTD COM STK 806857108   7,586,636 130,131 SH   SOLE   130,131 0 0
SCHWAB CHARLES CORP COM 808513105   3,504,541 63,835 SH   SOLE   63,835 0 0
SIMMONS 1ST NATL CORP CL A $1 PAR 828730200   686,592 40,483 SH   SOLE   40,483 0 0
SOUTHWESTERN ENERGY CO COM 845467109   88,365 13,700 SH   SOLE   13,700 0 0
STRYKER CORPORATION COM 863667101   3,798,453 13,900 SH   SOLE   13,900 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   6,157,050 12,164 SH   SOLE   12,164 0 0
TYLER TECHNOLOGIES INC COM 902252105   5,098,978 13,205 SH   SOLE   13,205 0 0
UNION PAC CORP COM 907818108   204,037 1,002 SH   SOLE   1,002 0 0
UNITEDHEALTH GROUP INC COM 91324P102   5,693,312 11,292 SH   SOLE   11,292 0 0
VISA INC COM CL A 92826C839   201,259 875 SH   SOLE   875 0 0
VULCAN MATLS CO COM 929160109   4,362,217 21,593 SH   SOLE   21,593 0 0
WALMART INC COM 931142103   212,632 1,333 SH   SOLE   1,333 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104   252,886 23,286 SH   SOLE   23,286 0 0