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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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
AT&T Inc COM 00206R102   2,344 121,755 SH   SOLE   121,755 0 0
ATI Inc COM 01741R102   9,060 229,588 SH   SOLE   229,588 0 0
Abbvie Inc COM 00287Y109   3,197 20,058 SH   SOLE   20,058 0 0
Agnico Eagle Mines Ltd COM 008474108   6,411 125,779 SH   SOLE   125,779 0 0
Alphabet Inc COM 02079K305   12,259 118,026 SH   SOLE   118,026 0 0
Altria Group Inc COM 02209S103   11,572 259,351 SH   SOLE   259,351 0 0
Amazon.com Inc COM 023135106   8,384 81,168 SH   SOLE   81,168 0 0
American Electric Power Company Inc COM 025537101   470 5,166 SH   SOLE   5,166 0 0
American Water Works Company Inc COM 030420103   249 1,701 SH   SOLE   1,701 0 0
Apple Inc COM 037833100   24,141 146,396 SH   SOLE   146,396 0 0
Archer-Daniels-Midland Co COM 039483102   6,126 76,899 SH   SOLE   76,899 0 0
Berkshire Hathaway Inc COM 084670702   6,337 20,523 SH   SOLE   20,523 0 0
Biogen Inc COM 09062X103   9,381 33,741 SH   SOLE   33,741 0 0
Boston Beer Company Inc COM 100557107   6,700 20,383 SH   SOLE   20,383 0 0
Broadcom Inc COM 11135F101   2,926 4,561 SH   SOLE   4,561 0 0
Campbell Soup Co COM 134429109   7,226 131,421 SH   SOLE   131,421 0 0
Cheniere Energy Inc COM 16411R208   1,285 8,154 SH   SOLE   8,154 0 0
Chevron Corp COM 166764100   9,048 55,452 SH   SOLE   55,452 0 0
Clorox Co COM 189054109   11,871 75,018 SH   SOLE   75,018 0 0
Coca-Cola Co COM 191216100   2,736 44,112 SH   SOLE   44,112 0 0
Consolidated Edison Inc COM 209115104   338 3,530 SH   SOLE   3,530 0 0
Constellation Energy Corp COM 21037T109   240 3,058 SH   SOLE   3,058 0 0
Corteva Inc COM 22052L104   9,197 152,494 SH   SOLE   152,494 0 0
Costco Wholesale Corp COM 22160K105   2,478 4,988 SH   SOLE   4,988 0 0
Dominion Energy Inc COM 25746U109   470 8,408 SH   SOLE   8,408 0 0
Duke Energy Corp COM 26441C204   767 7,954 SH   SOLE   7,954 0 0
Edison International COM 281020107   237 3,356 SH   SOLE   3,356 0 0
Eli Lilly and Co COM 532457108   3,087 8,988 SH   SOLE   8,988 0 0
Eversource Energy COM 30040W108   274 3,506 SH   SOLE   3,506 0 0
Exelon Corp COM 30161N101   416 9,937 SH   SOLE   9,937 0 0
Exxon Mobil Corp COM 30231G102   14,616 133,282 SH   SOLE   133,282 0 0
FMC Corp COM 302491303   6,163 50,461 SH   SOLE   50,461 0 0
Flowserve Corp COM 34354P105   8,510 250,291 SH   SOLE   250,291 0 0
Gilead Sciences Inc COM 375558103   8,412 101,385 SH   SOLE   101,385 0 0
HCA Healthcare Inc COM 40412C101   1,926 7,303 SH   SOLE   7,303 0 0
Hexcel Corp COM 428291108   7,336 107,489 SH   SOLE   107,489 0 0
Home Depot Inc COM 437076102   3,382 11,459 SH   SOLE   11,459 0 0
Ingredion Inc COM 457187102   7,487 73,593 SH   SOLE   73,593 0 0
International Business Machines Corp COM 459200101   8,693 66,313 SH   SOLE   66,313 0 0
JPMorgan Chase & Co COM 46625H100   4,294 32,951 SH   SOLE   32,951 0 0
Johnson & Johnson COM 478160104   4,641 29,942 SH   SOLE   29,942 0 0
Juniper Networks Inc COM 48203R104   8,012 232,784 SH   SOLE   232,784 0 0
Kimberly-Clark Corp COM 494368103   7,285 54,278 SH   SOLE   54,278 0 0
Kinder Morgan Inc COM 49456B101   7,912 451,845 SH   SOLE   451,845 0 0
Kirby Corp COM 497266106   7,236 103,821 SH   SOLE   103,821 0 0
Mastercard Inc COM 57636Q104   3,472 9,553 SH   SOLE   9,553 0 0
Medtronic PLC COM G5960L103   11,154 138,353 SH   SOLE   138,353 0 0
MercadoLibre Inc COM 58733R102   7,728 5,863 SH   SOLE   5,863 0 0
Merck & Co Inc COM 58933Y105   3,013 28,322 SH   SOLE   28,322 0 0
Meta Platforms Inc COM 30303M102   4,285 20,220 SH   SOLE   20,220 0 0
Microsoft Corp COM 594918104   20,345 70,570 SH   SOLE   70,570 0 0
Molson Coors Beverage Co COM 60871R209   8,197 158,618 SH   SOLE   158,618 0 0
NVIDIA Corp COM 67066G104   3,693 13,294 SH   SOLE   13,294 0 0
Nextera Energy Inc COM 65339F101   1,591 20,647 SH   SOLE   20,647 0 0
ONEOK Inc COM 682680103   7,750 121,964 SH   SOLE   121,964 0 0
PG&E Corp COM 69331C108   246 15,241 SH   SOLE   15,241 0 0
Peabody Energy Corp COM 704551100   6,184 241,549 SH   SOLE   241,549 0 0
PepsiCo Inc COM 713448108   2,807 15,399 SH   SOLE   15,399 0 0
Pfizer Inc COM 717081103   2,613 64,036 SH   SOLE   64,036 0 0
Procter & Gamble Co COM 742718109   4,020 27,036 SH   SOLE   27,036 0 0
Public Service Enterprise Group Inc COM 744573106   325 5,210 SH   SOLE   5,210 0 0
Schlumberger NV COM 806857108   7,722 157,279 SH   SOLE   157,279 0 0
Sempra Energy COM 816851109   507 3,354 SH   SOLE   3,354 0 0
Southern Co COM 842587107   753 10,826 SH   SOLE   10,826 0 0
Spirit AeroSystems Holdings Inc COM 848574109   6,982 202,191 SH   SOLE   202,191 0 0
Sysco Corp COM 871829107   6,249 80,912 SH   SOLE   80,912 0 0
T-Mobile US Inc COM 872590104   1,554 10,732 SH   SOLE   10,732 0 0
Targa Resources Corp COM 87612G101   539 7,389 SH   SOLE   7,389 0 0
Tesla Inc COM 88160R101   4,132 19,915 SH   SOLE   19,915 0 0
Thermo Fisher Scientific Inc COM 883556102   2,543 4,412 SH   SOLE   4,412 0 0
UnitedHealth Group Inc COM 91324P102   5,148 10,893 SH   SOLE   10,893 0 0
Universal Health Services Inc COM 913903100   273 2,145 SH   SOLE   2,145 0 0
Verizon Communications Inc COM 92343V104   2,775 71,355 SH   SOLE   71,355 0 0
Visa Inc COM 92826C839   4,117 18,262 SH   SOLE   18,262 0 0
WEC Energy Group Inc COM 92939U106   300 3,165 SH   SOLE   3,165 0 0
Williams Companies Inc COM 969457100   7,702 257,937 SH   SOLE   257,937 0 0
Xcel Energy Inc COM 98389B100   373 5,524 SH   SOLE   5,524 0 0
Zimmer Biomet Holdings Inc COM 98956P102   9,595 74,261 SH   SOLE   74,261 0 0