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
APPLE INCCOM03783310016,289118,932SH SOLE 118,93200
AIRBNB INCCOM CL A0090661018,68056,678SH SOLE 56,67800
APPLIED MATLS INCCOM03822210518,859132,439SH SOLE 132,43900
AMGEN INCCOM03116210011,18745,897SH SOLE 45,89700
AMAZON COM INCCOM023135106396115SH SOLE 11500
AVERY DENNISON CORPCOM0536111092,18910,411SH SOLE 10,41100
FRANKLIN RESOURCES INCCOM35461310110,236319,990SH SOLE 319,99000
BANK NEW YORK MELLON CORPCOM0640581006,642129,641SH SOLE 129,64100
BRISTOL-MYERS SQUIBB COCOM1101221088,952133,965SH SOLE 133,96500
BERKSHIRE HATHAWAY INC DELCL A0846701081,6744SH SOLE 400
BERKSHIRE HATHAWAY INC DELCL B NEW0846707025762,072SH SOLE 2,07200
BORGWARNER INCCOM09972410612,362254,676SH SOLE 254,67600
CANON INCSPONSORED ADR1380063092,789123,261SH SOLE 123,26100
CATERPILLAR INCCOM1491231014,96222,799SH SOLE 22,79900
CHICOS FAS INCCOM1686151023,235491,634SH SOLE 491,63400
CSX CORPCOM1264081031,67952,350SH SOLE 52,35000
CVS HEALTH CORPCOM12665010011,762140,964SH SOLE 140,96400
CHEVRON CORP NEWCOM1667641005034,798SH SOLE 4,79800
DOORDASH INCCL A25809K1055543,107SH SOLE 3,10700
DROPBOX INCCL A26210C1042779,146SH SOLE 9,14600
DISCOVERY INCCOM SER A25470F1049,433307,468SH SOLE 307,46800
FACEBOOK INCCL A30303M102280805SH SOLE 80500
FS KKR CAP CORPCOM30263520680637,451SH SOLE 37,45100
GENERAL MLS INCCOM37033410484513,870SH SOLE 13,87000
SPDR GOLD TRGOLD SHS78463V1072501,508SH SOLE 1,50800
INTEL CORPCOM4581401008,807156,879SH SOLE 156,87900
ISHARES TRCORE S&P500 ETF4642872007221,680SH SOLE 1,68000
J P MORGAN EXCHANGE-TRADED FULTRA SHRT INC46641Q83755210,880SH SOLE 10,88000
KELLOGG COCOM4878361083,02647,046SH SOLE 47,04600
LILLY ELI & COCOM5324571081,7447,597SH SOLE 7,59700
MICROSOFT CORPCOM594918104244900SH SOLE 90000
MSC INDL DIRECT INCCL A5535301067,86587,657SH SOLE 87,65700
NORFOLK SOUTHN CORPCOM6558441083221,213SH SOLE 1,21300
NUCOR CORPCOM6703461057,38076,928SH SOLE 76,92800
ON SEMICONDUCTOR CORPCOM6821891055,793151,331SH SOLE 151,33100
PATTERSON COS INCCOM7033951035,915194,644SH SOLE 194,64400
PROCTER & GAMBLE COCOM7427181091,1148,256SH SOLE 8,25600
INVESCO QQQ TRUNIT SER 146090E103215608SH SOLE 60800
ROBERT HALF INTL INCCOM7703231039,471106,447SH SOLE 106,44700
SCHWAB CHARLES CORPCOM8085131058,120111,528SH SOLE 111,52800
SCHLUMBERGER LTDCOM STK8068571083,278102,417SH SOLE 102,41700
ISHARES SILVER TRISHARES46428Q1099,441389,800SH SOLE 389,80000
AT&T INCCOM00206R1025,730199,100SH SOLE 199,10000
UNION PAC CORPCOM9078181081,0274,671SH SOLE 4,67100
UNITED PARCEL SERVICE INCCL B91131210610,43550,176SH SOLE 50,17600
VISA INCCOM CL A92826C839217927SH SOLE 92700
VANGUARD INDEX FDSTOTAL STK MKT9229087694311,934SH SOLE 1,93400
WEYERHAEUSER CO MTN BECOM NEW9621661041,05730,710SH SOLE 30,71000
EXXON MOBIL CORPCOM30231G1024647,357SH SOLE 7,35700
ZIMMER BIOMET HOLDINGS INCCOM98956P1022,12313,203SH SOLE 13,20300