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

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COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
ABBVIE INCCOM00287Y1091,0699,878SH SOLE 009,878
ADVANCED MICRO DEVICES INCCOM0079031071,30616,641SH SOLE 0016,641
ALPHABET INCCAP STK CL C02079K1071,448700SH SOLE 00700
AMAZON COM INCCOM02313510621770SH SOLE 0070
AMGEN INCCOM0311621001,3315,348SH SOLE 005,348
APPLE INCCOM0378331009,36576,667SH SOLE 0076,667
AT&T INCCOM00206R10291730,281SH SOLE 0030,281
BOEING COCOM0970231057773,049SH SOLE 003,049
BROADCOM INCCOM11135F1011,0952,361SH SOLE 002,361
CATERPILLAR INCCOM1491231012,0458,819SH SOLE 008,819
CHEVRON CORP NEWCOM1667641001,0179,704SH SOLE 009,704
CIGNA CORP NEWCOM1255231008053,329SH SOLE 003,329
CISCO SYS INCCOM17275R1021,54329,833SH SOLE 0029,833
CITIZENS FINANCIAL GROUP INCCOM1746101051,04423,642SH SOLE 0023,642
CONSTELLATION BRANDS INCCL A21036P1081,2025,271SH SOLE 005,271
CRACKER BARREL OLD CTRY STORCOM22410J1068424,869SH SOLE 004,869
CROWN CASTLE INTL CORP NEWCOM22822V1019385,452SH SOLE 005,452
CVS HEALTH CORPCOM1266501001,04013,827SH SOLE 0013,827
DISCOVER FINL SVCSCOM2547091081,20812,715SH SOLE 0012,715
DISNEY WALT COCOM2546871061,5378,332SH SOLE 008,332
DOLLAR GEN CORP NEWCOM2566771051,4327,067SH SOLE 007,067
DOW INCCOM2605571031,25319,600SH SOLE 0019,600
EATON CORP PLCSHSG291831031,2729,196SH SOLE 009,196
EDWARDS LIFESCIENCES CORPCOM28176E1081,09513,091SH SOLE 0013,091
EOG RES INCCOM26875P1013174,367SH SOLE 004,367
FACEBOOK INCCL A30303M1026832,318SH SOLE 002,318
GILEAD SCIENCES INCCOM37555810374211,484SH SOLE 0011,484
HILL ROM HLDGS INCCOM4314751025935,372SH SOLE 005,372
HOME DEPOT INCCOM4370761021,9106,259SH SOLE 006,259
HORIZON THERAPEUTICS PUB LSHSG461881012172,353SH SOLE 002,353
HUNT J B TRANS SVCS INCCOM4456581077724,594SH SOLE 004,594
HUNTINGTON BANCSHARES INCCOM4461501041,04466,424SH SOLE 0066,424
IRON MTN INC NEWCOM46284V10171919,440SH SOLE 0019,440
JPMORGAN CHASE & COCOM46625H1001,4349,421SH SOLE 009,421
KEYSIGHT TECHNOLOGIES INCCOM49338L1035063,531SH SOLE 003,531
KINDER MORGAN INC DELCOM49456B10168341,011SH SOLE 0041,011
LABORATORY CORP AMER HLDGSCOM NEW50540R4095582,188SH SOLE 002,188
LILLY ELI & COCOM5324571083,54918,998SH SOLE 0018,998
LINDE PLCSHSG5494J1034931,760SH SOLE 001,760
LOWES COS INCCOM5486611078464,450SH SOLE 004,450
MARTIN MARIETTA MATLS INCCOM5732841066071,809SH SOLE 001,809
MASTERCARD INCORPORATEDCL A57636Q1041,2803,595SH SOLE 003,595
MEDICAL PPTYS TRUST INCCOM58463J30495945,055SH SOLE 0045,055
MERCURY GENL CORP NEWCOM58940010078912,977SH SOLE 0012,977
MICROSOFT CORPCOM5949181047,29930,959SH SOLE 0030,959
MORGAN STANLEYCOM NEW6174464481,42118,298SH SOLE 0018,298
MOTOROLA SOLUTIONS INCCOM NEW6200763071,0165,401SH SOLE 005,401
NEW RESIDENTIAL INVT CORPCOM NEW64828T2011,179104,814SH SOLE 00104,814
NIKE INCCL B6541061031,77213,334SH SOLE 0013,334
NORWEGIAN CRUISE LINE HLDG LSHSG6672110458621,235SH SOLE 0021,235
NXP SEMICONDUCTORS N VCOMN6596X1091,6057,970SH SOLE 007,970
OLD DOMINION FREIGHT LINE INCOM679580100222922SH SOLE 00922
ONEOK INC NEWCOM6826801031,11922,095SH SOLE 0022,095
PALO ALTO NETWORKS INCCOM6974351059072,817SH SOLE 002,817
PAYPAL HLDGS INCCOM70450Y1031,8297,530SH SOLE 007,530
PGIM ETF TRULTRA SHORT69344A1073897,800SH SOLE 007,800
PROCTER AND GAMBLE COCOM7427181099637,113SH SOLE 007,113
PRUDENTIAL FINL INCCOM74432010291810,072SH SOLE 0010,072
QUALCOMM INCCOM7475251031,46211,023SH SOLE 0011,023
RAYTHEON TECHNOLOGIES CORPCOM75513E1011,15014,880SH SOLE 0014,880
RIO TINTO PLCSPONSORED ADR7672041002,90337,390SH SOLE 0037,390
SALESFORCE COM INCCOM79466L3026933,269SH SOLE 003,269
SIRIUS XM HOLDINGS INCCOM82968B103914150,000SH SOLE 00150,000
SOUTHWEST AIRLS COCOM8447411081,34021,943SH SOLE 0021,943
STANLEY BLACK & DECKER INCCOM8545021015082,545SH SOLE 002,545
STELLANTIS N.VSHSN8240510624914,000SH SOLE 0014,000
TAIWAN SEMICONDUCTOR MFG LTDSPONSORED ADS8740391002,42520,499SH SOLE 0020,499
TJX COS INC NEWCOM8725401091,48322,414SH SOLE 0022,414
TRACTOR SUPPLY COCOM8923561062,39313,513SH SOLE 0013,513
TRANE TECHNOLOGIES PLCSHSG8994E1031,5059,091SH SOLE 009,091
TYSON FOODS INCCL A9024941031,15715,566SH SOLE 0015,566
ULTA BEAUTY INCCOM90384S3036722,175SH SOLE 002,175
UNITED PARCEL SERVICE INCCL B9113121061,0216,005SH SOLE 006,005
UNITEDHEALTH GROUP INCCOM91324P1022,3346,274SH SOLE 006,274
VERIZON COMMUNICATIONS INCCOM92343V1041,44024,757SH SOLE 0024,757
VISA INCCOM CL A92826C8391,0304,865SH SOLE 004,865
WALMART INCCOM9311421031,56311,504SH SOLE 0011,504