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
ALBERTSONS COS INC COMMON STOCK 013091103   345,428 18,692 SH   SOLE N/A 18,692 0 0
ALPHABET INC CAP STK CL C 02079K107   1,437,834 8,600 SH   SOLE N/A 8,600 0 0
AMERICAN EXPRESS CO COM 025816109   379,138 1,398 SH   SOLE N/A 1,398 0 0
AT&T INC COM 00206R102   415,162 18,871 SH   SOLE N/A 18,871 0 0
AUTOZONE INC COM 053332102   289,804 92 SH   SOLE N/A 92 0 0
BLACKROCK INC COM 09247X101   228,832 241 SH   SOLE N/A 241 0 0
BOOKING HOLDINGS INC COM 09857L108   383,303 91 SH   SOLE N/A 91 0 0
CATERPILLAR INC COM 149123101   235,063 601 SH   SOLE N/A 601 0 0
CHEVRON CORP NEW COM 166764100   1,011,303 6,867 SH   SOLE N/A 6,867 0 0
CHEWY INC CL A 16679L109   208,047 7,103 SH   SOLE N/A 7,103 0 0
CHUBB LIMITED COM H1467J104   620,039 2,150 SH   SOLE N/A 2,150 0 0
CISCO SYS INC COM 17275R102   212,401 3,991 SH   SOLE N/A 3,991 0 0
CNH INDL N V SHS N20944109   159,574 14,376 SH   SOLE N/A 14,376 0 0
COCA COLA CO COM 191216100   876,836 12,202 SH   SOLE N/A 12,202 0 0
COREBRIDGE FINL INC COM 21871X109   232,493 7,973 SH   SOLE N/A 7,973 0 0
COSTCO WHSL CORP NEW COM 22160K105   1,435,276 1,619 SH   SOLE N/A 1,619 0 0
DANAHER CORPORATION COM 235851102   332,512 1,196 SH   SOLE N/A 1,196 0 0
DISCOVER FINL SVCS COM 254709108   287,174 2,047 SH   SOLE N/A 2,047 0 0
DUCKHORN PORTFOLIO INC COM 26414D106   73,758 12,695 SH   SOLE N/A 12,695 0 0
ELI LILLY & CO COM 532457108   554,598 626 SH   SOLE N/A 626 0 0
EOG RES INC COM 26875P101   289,623 2,356 SH   SOLE N/A 2,356 0 0
EXXON MOBIL CORP COM 30231G102   768,025 6,552 SH   SOLE N/A 6,552 0 0
FORD MTR CO COM 345370860   124,186 11,760 SH   SOLE N/A 11,760 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   417,378 843 SH   SOLE N/A 843 0 0
HCA HEALTHCARE INC COM 40412C101   273,527 673 SH   SOLE N/A 673 0 0
HOME DEPOT INC COM 437076102   514,604 1,270 SH   SOLE N/A 1,270 0 0
ISHARES TR IBOXX INV CP ETF 464287242   37,203,184 329,290 SH   SOLE N/A 329,290 0 0
JPMORGAN CHASE & CO. COM 46625H100   565,316 2,681 SH   SOLE N/A 2,681 0 0
JUNIPER NETWORKS INC COM 48203R104   210,492 5,400 SH   SOLE N/A 5,400 0 0
KOSMOS ENERGY LTD COM 500688106   42,718 10,600 SH   SOLE N/A 10,600 0 0
LINDE PLC SHS G54950103   601,797 1,262 SH   SOLE N/A 1,262 0 0
LOCKHEED MARTIN CORP COM 539830109   230,317 394 SH   SOLE N/A 394 0 0
MARATHON PETE CORP COM 56585A102   211,783 1,300 SH   SOLE N/A 1,300 0 0
MEDTRONIC PLC SHS G5960L103   302,771 3,363 SH   SOLE N/A 3,363 0 0
MERCK & CO INC COM 58933Y105   224,395 1,976 SH   SOLE N/A 1,976 0 0
META PLATFORMS INC CL A 30303M102   1,733,348 3,028 SH   SOLE N/A 3,028 0 0
MGM RESORTS INTERNATIONAL COM 552953101   228,598 5,848 SH   SOLE N/A 5,848 0 0
MICROSOFT CORP COM 594918104   3,209,608 7,459 SH   SOLE N/A 7,459 0 0
NU HLDGS LTD ORD SHS CL A G6683N103   172,331 12,625 SH   SOLE N/A 12,625 0 0
NVIDIA CORPORATION COM 67066G104   1,501,241 12,362 SH   SOLE N/A 12,362 0 0
NXP SEMICONDUCTORS N V COM N6596X109   215,049 896 SH   SOLE N/A 896 0 0
OREILLY AUTOMOTIVE INC COM 67103H107   446,821 388 SH   SOLE N/A 388 0 0
PROCTER AND GAMBLE CO COM 742718109   1,419,201 8,194 SH   SOLE N/A 8,194 0 0
ROYALTY PHARMA PLC SHS CLASS A G7709Q104   259,702 9,180 SH   SOLE N/A 9,180 0 0
SELECT SECTOR SPDR TR COMMUNICATION 81369Y852   2,034,000 22,500 SH   SOLE N/A 22,500 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506   1,984,280 22,600 SH   SOLE N/A 22,600 0 0
SELECT SECTOR SPDR TR FINANCIAL 81369Y605   1,372,018 30,274 SH   SOLE N/A 30,274 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209   908,718 5,900 SH   SOLE N/A 5,900 0 0
SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100   1,995,066 20,700 SH   SOLE N/A 20,700 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   2,009,264 8,900 SH   SOLE N/A 8,900 0 0
SHERWIN WILLIAMS CO COM 824348106   282,436 740 SH   SOLE N/A 740 0 0
SOUTHWESTERN ENERGY CO COM 845467109   5,740,578 807,395 SH   SOLE N/A 807,395 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   1,100,799 2,987 SH   SOLE N/A 2,987 0 0
THE AARONS COMPANY INC COM 00258W108   133,151 13,382 SH   SOLE N/A 13,382 0 0
T-MOBILE US INC COM 872590104   423,451 2,052 SH   SOLE N/A 2,052 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103   223,520 575 SH   SOLE N/A 575 0 0
WALMART INC COM 931142103   360,145 4,460 SH   SOLE N/A 4,460 0 0
WELLS FARGO CO NEW COM 949746101   512,082 9,065 SH   SOLE N/A 9,065 0 0