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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADVANCED MICRO DEVICES INC COM 007903107   5,176,892 35,119 SH   SOLE   35,119 0 0
ALPHABET INC CAP STK CL A 02079K305   7,326,319 52,447 SH   SOLE   52,447 0 0
AMAZON COM INC COM 023135106   5,050,789 33,242 SH   SOLE   33,242 0 0
AMERICAN EXPRESS CO COM 025816109   4,879,645 26,047 SH   SOLE   26,047 0 0
APPLE INC COM 037833100   8,596,382 44,650 SH   SOLE   44,650 0 0
ARCHER DANIELS MIDLAND CO COM 039483102   4,563,364 63,187 SH   SOLE   63,187 0 0
AT&T INC COM 00206R102   1,600,846 95,402 SH   SOLE   95,402 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103   235,067 1,009 SH   SOLE   1,009 0 0
AUTOZONE INC COM 053332102   206,849 80 SH   SOLE   80 0 0
BAKER HUGHES COMPANY CL A 05722G100   4,517,740 132,175 SH   SOLE   132,175 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   217,206 609 SH   SOLE   609 0 0
BROADCOM INC COM 11135F101   10,560,838 9,461 SH   SOLE   9,461 0 0
CATERPILLAR INC COM 149123101   5,458,067 18,460 SH   SOLE   18,460 0 0
CISCO SYS INC COM 17275R102   404,564 8,008 SH   SOLE   8,008 0 0
COLGATE PALMOLIVE CO COM 194162103   302,898 3,800 SH   SOLE   3,800 0 0
CONOCOPHILLIPS COM 20825C104   6,625,738 57,084 SH   SOLE   57,084 0 0
COSTCO WHSL CORP NEW COM 22160K105   258,091 391 SH   SOLE   391 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   6,609,297 25,886 SH   SOLE   25,886 0 0
DISNEY WALT CO COM 254687106   3,746,763 41,497 SH   SOLE   41,497 0 0
EATON CORP PLC SHS G29183103   5,096,714 21,164 SH   SOLE   21,164 0 0
ELI LILLY & CO COM 532457108   779,947 1,338 SH   SOLE   1,338 0 0
EOG RES INC COM 26875P101   200,454 1,657 SH   SOLE   1,657 0 0
EXXON MOBIL CORP COM 30231G102   928,714 9,289 SH   SOLE   9,289 0 0
FEDEX CORP COM 31428X106   218,566 864 SH   SOLE   864 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107   4,316,416 55,825 SH   SOLE   55,825 0 0
HALLIBURTON CO COM 406216101   4,523,846 125,141 SH   SOLE   125,141 0 0
HERSHEY CO COM 427866108   4,172,527 22,380 SH   SOLE   22,380 0 0
HOME DEPOT INC COM 437076102   6,626,034 19,120 SH   SOLE   19,120 0 0
HONEYWELL INTL INC COM 438516106   231,099 1,102 SH   SOLE   1,102 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   621,490 3,800 SH   SOLE   3,800 0 0
IQVIA HLDGS INC COM 46266C105   4,395,062 18,995 SH   SOLE   18,995 0 0
KIMBERLY-CLARK CORP COM 494368103   208,997 1,720 SH   SOLE   1,720 0 0
LINDE PLC SHS G54950103   7,223,977 17,589 SH   SOLE   17,589 0 0
LOCKHEED MARTIN CORP COM 539830109   4,169,355 9,199 SH   SOLE   9,199 0 0
MARATHON OIL CORP COM 565849106   2,348,907 97,223 SH   SOLE   97,223 0 0
MARSH & MCLENNAN COS INC COM 571748102   494,327 2,609 SH   SOLE   2,609 0 0
MASTERCARD INCORPORATED CL A 57636Q104   4,209,654 9,870 SH   SOLE   9,870 0 0
MICROSOFT CORP COM 594918104   4,760,290 12,659 SH   SOLE   12,659 0 0
MOODYS CORP COM 615369105   206,216 528 SH   SOLE   528 0 0
NUCOR CORP COM 670346105   202,931 1,166 SH   SOLE   1,166 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100   229,011 565 SH   SOLE   565 0 0
ORACLE CORP COM 68389X105   3,618,463 34,321 SH   SOLE   34,321 0 0
PALO ALTO NETWORKS INC COM 697435105   4,799,172 16,275 SH   SOLE   16,275 0 0
PEPSICO INC COM 713448108   5,273,190 31,048 SH   SOLE   31,048 0 0
PROCTER AND GAMBLE CO COM 742718109   932,874 6,366 SH   SOLE   6,366 0 0
QUANTA SVCS INC COM 74762E102   6,106,275 28,296 SH   SOLE   28,296 0 0
REGIONS FINANCIAL CORP NEW COM 7591EP100   194,478 10,035 SH   SOLE   10,035 0 0
RTX CORPORATION COM 75513E101   2,923,612 34,747 SH   SOLE   34,747 0 0
S&P GLOBAL INC COM 78409V104   4,223,706 9,588 SH   SOLE   9,588 0 0
SCHLUMBERGER LTD COM STK 806857108   6,637,076 127,538 SH   SOLE   127,538 0 0
SHATTUCK LABS INC COM 82024L103   142,600 20,000 SH   SOLE   20,000 0 0
SIMMONS 1ST NATL CORP CL A $1 PAR 828730200   752,492 37,928 SH   SOLE   37,928 0 0
SOUTHWESTERN ENERGY CO COM 845467109   89,735 13,700 SH   SOLE   13,700 0 0
STRYKER CORPORATION COM 863667101   4,495,494 15,012 SH   SOLE   15,012 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   6,418,842 12,093 SH   SOLE   12,093 0 0
TYLER TECHNOLOGIES INC COM 902252105   5,581,901 13,350 SH   SOLE   13,350 0 0
UNION PAC CORP COM 907818108   237,023 965 SH   SOLE   965 0 0
UNITEDHEALTH GROUP INC COM 91324P102   5,939,633 11,282 SH   SOLE   11,282 0 0
VISA INC COM CL A 92826C839   206,458 793 SH   SOLE   793 0 0
VULCAN MATLS CO COM 929160109   4,847,344 21,353 SH   SOLE   21,353 0 0
WALMART INC COM 931142103   215,508 1,367 SH   SOLE   1,367 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104   264,995 23,286 SH   SOLE   23,286 0 0