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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBVIE INC COM 00287Y109 1,069 9,878 SH   SOLE   0 0 9,878
ADVANCED MICRO DEVICES INC COM 007903107 1,306 16,641 SH   SOLE   0 0 16,641
ALPHABET INC CAP STK CL C 02079K107 1,448 700 SH   SOLE   0 0 700
AMAZON COM INC COM 023135106 217 70 SH   SOLE   0 0 70
AMGEN INC COM 031162100 1,331 5,348 SH   SOLE   0 0 5,348
APPLE INC COM 037833100 9,365 76,667 SH   SOLE   0 0 76,667
AT&T INC COM 00206R102 917 30,281 SH   SOLE   0 0 30,281
BOEING CO COM 097023105 777 3,049 SH   SOLE   0 0 3,049
BROADCOM INC COM 11135F101 1,095 2,361 SH   SOLE   0 0 2,361
CATERPILLAR INC COM 149123101 2,045 8,819 SH   SOLE   0 0 8,819
CHEVRON CORP NEW COM 166764100 1,017 9,704 SH   SOLE   0 0 9,704
CIGNA CORP NEW COM 125523100 805 3,329 SH   SOLE   0 0 3,329
CISCO SYS INC COM 17275R102 1,543 29,833 SH   SOLE   0 0 29,833
CITIZENS FINANCIAL GROUP INC COM 174610105 1,044 23,642 SH   SOLE   0 0 23,642
CONSTELLATION BRANDS INC CL A 21036P108 1,202 5,271 SH   SOLE   0 0 5,271
CRACKER BARREL OLD CTRY STOR COM 22410J106 842 4,869 SH   SOLE   0 0 4,869
CROWN CASTLE INTL CORP NEW COM 22822V101 938 5,452 SH   SOLE   0 0 5,452
CVS HEALTH CORP COM 126650100 1,040 13,827 SH   SOLE   0 0 13,827
DISCOVER FINL SVCS COM 254709108 1,208 12,715 SH   SOLE   0 0 12,715
DISNEY WALT CO COM 254687106 1,537 8,332 SH   SOLE   0 0 8,332
DOLLAR GEN CORP NEW COM 256677105 1,432 7,067 SH   SOLE   0 0 7,067
DOW INC COM 260557103 1,253 19,600 SH   SOLE   0 0 19,600
EATON CORP PLC SHS G29183103 1,272 9,196 SH   SOLE   0 0 9,196
EDWARDS LIFESCIENCES CORP COM 28176E108 1,095 13,091 SH   SOLE   0 0 13,091
EOG RES INC COM 26875P101 317 4,367 SH   SOLE   0 0 4,367
FACEBOOK INC CL A 30303M102 683 2,318 SH   SOLE   0 0 2,318
GILEAD SCIENCES INC COM 375558103 742 11,484 SH   SOLE   0 0 11,484
HILL ROM HLDGS INC COM 431475102 593 5,372 SH   SOLE   0 0 5,372
HOME DEPOT INC COM 437076102 1,910 6,259 SH   SOLE   0 0 6,259
HORIZON THERAPEUTICS PUB L SHS G46188101 217 2,353 SH   SOLE   0 0 2,353
HUNT J B TRANS SVCS INC COM 445658107 772 4,594 SH   SOLE   0 0 4,594
HUNTINGTON BANCSHARES INC COM 446150104 1,044 66,424 SH   SOLE   0 0 66,424
IRON MTN INC NEW COM 46284V101 719 19,440 SH   SOLE   0 0 19,440
JPMORGAN CHASE & CO COM 46625H100 1,434 9,421 SH   SOLE   0 0 9,421
KEYSIGHT TECHNOLOGIES INC COM 49338L103 506 3,531 SH   SOLE   0 0 3,531
KINDER MORGAN INC DEL COM 49456B101 683 41,011 SH   SOLE   0 0 41,011
LABORATORY CORP AMER HLDGS COM NEW 50540R409 558 2,188 SH   SOLE   0 0 2,188
LILLY ELI & CO COM 532457108 3,549 18,998 SH   SOLE   0 0 18,998
LINDE PLC SHS G5494J103 493 1,760 SH   SOLE   0 0 1,760
LOWES COS INC COM 548661107 846 4,450 SH   SOLE   0 0 4,450
MARTIN MARIETTA MATLS INC COM 573284106 607 1,809 SH   SOLE   0 0 1,809
MASTERCARD INCORPORATED CL A 57636Q104 1,280 3,595 SH   SOLE   0 0 3,595
MEDICAL PPTYS TRUST INC COM 58463J304 959 45,055 SH   SOLE   0 0 45,055
MERCURY GENL CORP NEW COM 589400100 789 12,977 SH   SOLE   0 0 12,977
MICROSOFT CORP COM 594918104 7,299 30,959 SH   SOLE   0 0 30,959
MORGAN STANLEY COM NEW 617446448 1,421 18,298 SH   SOLE   0 0 18,298
MOTOROLA SOLUTIONS INC COM NEW 620076307 1,016 5,401 SH   SOLE   0 0 5,401
NEW RESIDENTIAL INVT CORP COM NEW 64828T201 1,179 104,814 SH   SOLE   0 0 104,814
NIKE INC CL B 654106103 1,772 13,334 SH   SOLE   0 0 13,334
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 586 21,235 SH   SOLE   0 0 21,235
NXP SEMICONDUCTORS N V COM N6596X109 1,605 7,970 SH   SOLE   0 0 7,970
OLD DOMINION FREIGHT LINE IN COM 679580100 222 922 SH   SOLE   0 0 922
ONEOK INC NEW COM 682680103 1,119 22,095 SH   SOLE   0 0 22,095
PALO ALTO NETWORKS INC COM 697435105 907 2,817 SH   SOLE   0 0 2,817
PAYPAL HLDGS INC COM 70450Y103 1,829 7,530 SH   SOLE   0 0 7,530
PGIM ETF TR ULTRA SHORT 69344A107 389 7,800 SH   SOLE   0 0 7,800
PROCTER AND GAMBLE CO COM 742718109 963 7,113 SH   SOLE   0 0 7,113
PRUDENTIAL FINL INC COM 744320102 918 10,072 SH   SOLE   0 0 10,072
QUALCOMM INC COM 747525103 1,462 11,023 SH   SOLE   0 0 11,023
RAYTHEON TECHNOLOGIES CORP COM 75513E101 1,150 14,880 SH   SOLE   0 0 14,880
RIO TINTO PLC SPONSORED ADR 767204100 2,903 37,390 SH   SOLE   0 0 37,390
SALESFORCE COM INC COM 79466L302 693 3,269 SH   SOLE   0 0 3,269
SIRIUS XM HOLDINGS INC COM 82968B103 914 150,000 SH   SOLE   0 0 150,000
SOUTHWEST AIRLS CO COM 844741108 1,340 21,943 SH   SOLE   0 0 21,943
STANLEY BLACK & DECKER INC COM 854502101 508 2,545 SH   SOLE   0 0 2,545
STELLANTIS N.V SHS N82405106 249 14,000 SH   SOLE   0 0 14,000
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 2,425 20,499 SH   SOLE   0 0 20,499
TJX COS INC NEW COM 872540109 1,483 22,414 SH   SOLE   0 0 22,414
TRACTOR SUPPLY CO COM 892356106 2,393 13,513 SH   SOLE   0 0 13,513
TRANE TECHNOLOGIES PLC SHS G8994E103 1,505 9,091 SH   SOLE   0 0 9,091
TYSON FOODS INC CL A 902494103 1,157 15,566 SH   SOLE   0 0 15,566
ULTA BEAUTY INC COM 90384S303 672 2,175 SH   SOLE   0 0 2,175
UNITED PARCEL SERVICE INC CL B 911312106 1,021 6,005 SH   SOLE   0 0 6,005
UNITEDHEALTH GROUP INC COM 91324P102 2,334 6,274 SH   SOLE   0 0 6,274
VERIZON COMMUNICATIONS INC COM 92343V104 1,440 24,757 SH   SOLE   0 0 24,757
VISA INC COM CL A 92826C839 1,030 4,865 SH   SOLE   0 0 4,865
WALMART INC COM 931142103 1,563 11,504 SH   SOLE   0 0 11,504