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
ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 1,637,517 10,275 SH   SOLE   10,275 0 0
ACADEMY SPORTS & OUTDOORS IN COM 00402L107 BBG00X7L1CW0 595,733 9,130 SH   SOLE   9,130 0 0
ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 1,786,134 18,224 SH   SOLE   18,224 0 0
ALBEMARLE CORP COM 012653101 BBG001S7SBP9 469,489 2,124 SH   SOLE   2,124 0 0
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 1,406,704 13,526 SH   SOLE   13,526 0 0
APPLE INC COM 037833100 BBG001S5N8V8 9,287,912 56,325 SH   SOLE   56,325 0 0
APPLIED MATLS INC COM 038222105 BBG001S5NMM7 303,759 2,473 SH   SOLE   2,473 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 BBG001S5ND74 1,375,091 17,262 SH   SOLE   17,262 0 0
ARISTA NETWORKS INC COM 040413106 BBG001T51KQ0 228,961 1,364 SH   SOLE   1,364 0 0
AT&T INC COM 00206R102 BBG001S5VWH2 572,957 29,764 SH   SOLE   29,764 0 0
ATI INC COM 01741R102 BBG001S8WY72 228,434 5,789 SH   SOLE   5,789 0 0
BOEING CO COM 097023105 BBG001S5P0V3 1,459,394 6,870 SH   SOLE   6,870 0 0
BOSTON SCIENTIFIC CORP COM 101137107 BBG001S63L94 235,891 4,715 SH   SOLE   4,715 0 0
BROADCOM INC COM 11135F101 BBG00KHY5SY8 1,694,596 2,641 SH   SOLE   2,641 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 BBG001S65YK1 230,259 1,096 SH   SOLE   1,096 0 0
CATERPILLAR INC COM 149123101 BBG001S5PJ06 1,866,712 8,157 SH   SOLE   8,157 0 0
CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 1,720,222 10,543 SH   SOLE   10,543 0 0
CISCO SYS INC COM 17275R102 BBG001S6HC62 1,617,720 30,943 SH   SOLE   30,943 0 0
CITIZENS FINL GROUP INC COM 174610105 BBG006Q0HZT0 729,123 24,008 SH   SOLE   24,008 0 0
CONSTELLATION BRANDS INC CL A 21036P108 BBG001SD31G5 1,235,618 5,470 SH   SOLE   5,470 0 0
COOPER COS INC COM NEW 216648402 BBG001S5Q1H6 215,055 576 SH   SOLE   576 0 0
CVS HEALTH CORP COM 126650100 BBG001S5QBD8 997,463 13,423 SH   SOLE   13,423 0 0
DANAHER CORPORATION COM 235851102 BBG001S5QGT0 698,907 2,773 SH   SOLE   2,773 0 0
DEVON ENERGY CORP NEW COM 25179M103 BBG001S63VG4 994,752 19,655 SH   SOLE   19,655 0 0
DISCOVER FINL SVCS COM 254709108 BBG001SS0KV6 1,154,155 11,677 SH   SOLE   11,677 0 0
DISNEY WALT CO COM 254687106 BBG001S5QHF3 1,237,106 12,355 SH   SOLE   12,355 0 0
DOLLAR GEN CORP NEW COM 256677105 BBG001T5BM30 1,359,993 6,462 SH   SOLE   6,462 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 BBG001S5QNR7 1,260,507 13,066 SH   SOLE   13,066 0 0
EATON CORP PLC SHS G29183103 BBG001S5QZ45 1,456,390 8,500 SH   SOLE   8,500 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 BBG001SF2288 939,813 11,360 SH   SOLE   11,360 0 0
ELEVANCE HEALTH INC COM 036752103 BBG001S6KBQ8 207,834 452 SH   SOLE   452 0 0
EOG RES INC COM 26875P101 BBG001S5ZB93 579,569 5,056 SH   SOLE   5,056 0 0
EVEREST RE GROUP LTD COM G3223R108 BBG001S7QT63 225,911 631 SH   SOLE   631 0 0
FIRST SOLAR INC COM 336433107 BBG001S991Z7 728,190 3,348 SH   SOLE   3,348 0 0
FORD MTR CO DEL COM 345370860 BBG001S5TZ33 1,283,587 101,872 SH   SOLE   101,872 0 0
HOME DEPOT INC COM 437076102 BBG001S5RTW7 1,691,333 5,731 SH   SOLE   5,731 0 0
HUNT J B TRANS SVCS INC COM 445658107 BBG001S5SFY4 789,921 4,502 SH   SOLE   4,502 0 0
INGERSOLL RAND INC COM 45687V106 BBG002R1CW36 224,633 3,861 SH   SOLE   3,861 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 BBG001S5S399 1,416,151 10,803 SH   SOLE   10,803 0 0
IRON MTN INC DEL COM 46284V101 BBG001SCQ2X1 1,081,163 20,434 SH   SOLE   20,434 0 0
JABIL INC COM 466313103 BBG001S7RB70 251,961 2,858 SH   SOLE   2,858 0 0
JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 1,408,447 10,808 SH   SOLE   10,808 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 BBG0059FN820 632,033 3,914 SH   SOLE   3,914 0 0
KINDER MORGAN INC DEL COM 49456B101 BBG001TG2YZ5 700,155 39,986 SH   SOLE   39,986 0 0
KLA CORP COM NEW 482480100 BBG001S5SLM4 469,025 1,175 SH   SOLE   1,175 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 BBG001S7RX54 553,361 2,412 SH   SOLE   2,412 0 0
LENNAR CORP CL A 526057104 BBG001S5SRK3 225,776 2,148 SH   SOLE   2,148 0 0
LILLY ELI & CO COM 532457108 BBG001S5STL8 6,239,708 18,169 SH   SOLE   18,169 0 0
LINCOLN NATL CORP IND COM 534187109 BBG001S5STV7 840,513 37,406 SH   SOLE   37,406 0 0
LINDE PLC SHS G54950103 BBG01FND0CH6 698,440 1,965 SH   SOLE   1,965 0 0
LOWES COS INC COM 548661107 BBG001S5SVL3 851,072 4,256 SH   SOLE   4,256 0 0
MARATHON PETE CORP COM 56585A102 BBG001S169P1 225,436 1,672 SH   SOLE   1,672 0 0
MARTIN MARIETTA MATLS INC COM 573284106 BBG001S7QC51 652,955 1,839 SH   SOLE   1,839 0 0
MASTERCARD INCORPORATED CL A 57636Q104 BBG001SKNNS6 1,174,541 3,232 SH   SOLE   3,232 0 0
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 223,385 1,054 SH   SOLE   1,054 0 0
MICROSOFT CORP COM 594918104 BBG001S5TD05 7,073,374 24,535 SH   SOLE   24,535 0 0
MORGAN STANLEY COM NEW 617446448 BBG001S9V5Z3 1,504,804 17,139 SH   SOLE   17,139 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 BBG001S5T9L1 1,521,067 5,316 SH   SOLE   5,316 0 0
NIKE INC CL B 654106103 BBG001S6NTK2 1,497,925 12,214 SH   SOLE   12,214 0 0
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 1,318,574 4,747 SH   SOLE   4,747 0 0
NXP SEMICONDUCTORS N V COM N6596X109 BBG001SF62F6 1,467,784 7,871 SH   SOLE   7,871 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 BBG001S6WQT9 314,254 922 SH   SOLE   922 0 0
ON SEMICONDUCTOR CORP COM 682189105 BBG001SF7RS6 223,663 2,717 SH   SOLE   2,717 0 0
ONEOK INC NEW COM 682680103 BBG001S5TWK1 1,419,357 22,338 SH   SOLE   22,338 0 0
ORACLE CORP COM 68389X105 BBG001S5SJG6 238,154 2,563 SH   SOLE   2,563 0 0
PALO ALTO NETWORKS INC COM 697435105 BBG001T9NWN5 1,749,922 8,761 SH   SOLE   8,761 0 0
PIONEER NAT RES CO COM 723787107 BBG001S7V1J4 1,170,704 5,732 SH   SOLE   5,732 0 0
PROGRESSIVE CORP COM 743315103 BBG001S5V509 262,515 1,835 SH   SOLE   1,835 0 0
PRUDENTIAL FINL INC COM 744320102 BBG001S97MM7 874,627 10,571 SH   SOLE   10,571 0 0
QUALCOMM INC COM 747525103 BBG001S6VS70 1,420,964 11,138 SH   SOLE   11,138 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 BBG001S5X5Q9 1,452,302 14,830 SH   SOLE   14,830 0 0
REALTY INCOME CORP COM 756109104 BBG001S884K0 1,302,915 20,577 SH   SOLE   20,577 0 0
REGENERON PHARMACEUTICALS COM 75886F107 BBG001S6PX49 210,348 256 SH   SOLE   256 0 0
RIO TINTO PLC SPONSORED ADR 767204100 BBG001SB0LX9 2,513,024 36,633 SH   SOLE   36,633 0 0
RITHM CAPITAL CORP COM NEW 64828T201 BBG003T1GM12 699,600 87,450 SH   SOLE   87,450 0 0
SANOFI SPONSORED ADR 80105N105 BBG001S5W768 1,659,864 30,501 SH   SOLE   30,501 0 0
SAREPTA THERAPEUTICS INC COM 803607100 BBG001S6KJC6 210,604 1,528 SH   SOLE   1,528 0 0
SIRIUS XM HOLDINGS INC COM 82968B103 BBG001S70ZY6 595,500 150,000 SH   SOLE   150,000 0 0
SPDR GOLD TR GOLD SHS 78463V107 BBG001SCPX28 223,528 1,220 SH   SOLE   1,220 0 0
STELLANTIS N.V SHS N82405106 BBG0078ZLDH8 254,660 14,000 SH   SOLE   14,000 0 0
STRYKER CORPORATION COM 863667101 BBG001S8FR03 217,814 763 SH   SOLE   763 0 0
SYNOPSYS INC COM 871607107 BBG001S5VTR8 214,755 556 SH   SOLE   556 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 BBG001S5WWW4 2,018,874 21,704 SH   SOLE   21,704 0 0
TARGET CORP COM 87612E106 BBG001SC0K41 1,209,099 7,300 SH   SOLE   7,300 0 0
THE CIGNA GROUP COM 125523100 BBG00KXRCDQ9 841,716 3,294 SH   SOLE   3,294 0 0
TJX COS INC NEW COM 872540109 BBG001S5WQ93 1,637,567 20,898 SH   SOLE   20,898 0 0
TRACTOR SUPPLY CO COM 892356106 BBG001S7K017 2,451,702 10,431 SH   SOLE   10,431 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 BBG001S5SBV6 1,523,538 8,281 SH   SOLE   8,281 0 0
TRANSDIGM GROUP INC COM 893641100 BBG001SPV1C1 212,270 288 SH   SOLE   288 0 0
TYSON FOODS INC CL A 902494103 BBG001S871D5 946,688 15,959 SH   SOLE   15,959 0 0
ULTA BEAUTY INC COM 90384S303 BBG00FWQ4W44 762,301 1,397 SH   SOLE   1,397 0 0
UNITED PARCEL SERVICE INC CL B 911312106 BBG001SDGSH1 1,285,267 6,625 SH   SOLE   6,625 0 0
UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 2,202,274 4,660 SH   SOLE   4,660 0 0
VISA INC COM CL A 92826C839 BBG001SRCFY3 1,121,889 4,976 SH   SOLE   4,976 0 0
VULCAN MATLS CO COM 929160109 BBG001S5X8R2 1,186,337 6,915 SH   SOLE   6,915 0 0
WESCO INTL INC COM 95082P105 BBG001SCRP78 224,392 1,452 SH   SOLE   1,452 0 0