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
3M CO COM 88579Y101 1,879 9,750 SH   SOLE   9,750 0 0
ABBOTT LABS COM 002824100 2,325 19,400 SH   SOLE   19,400 0 0
ABBVIE INC COM 00287Y109 3,019 27,900 SH   SOLE   27,900 0 0
ADVANCED MICRO DEVICES INC COM 007903107 6,249 79,604 SH   SOLE   79,604 0 0
ADVANSIX INC COM 00773T101 15 564 SH   SOLE   564 0 0
AFLAC INC COM 001055102 1,054 20,600 SH   SOLE   20,600 0 0
ALLSTATE CORP COM 020002101 1,586 13,800 SH   SOLE   13,800 0 0
ALPHABET INC CAP STK CL C 02079K107 11,909 5,757 SH   SOLE   5,757 0 0
ALPHABET INC CAP STK CL A 02079K305 9,797 4,750 SH   SOLE   4,750 0 0
AMAZON COM INC COM 023135106 33,057 10,684 SH   SOLE   10,684 0 0
AMERICAN EXPRESS CO COM 025816109 1,556 11,000 SH   SOLE   11,000 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 883 19,100 SH   SOLE   19,100 0 0
AMGEN INC COM 031162100 5,641 22,671 SH   SOLE   22,671 0 0
ANALOG DEVICES INC COM 032654105 620 4,000 SH   SOLE   4,000 0 0
APA CORPORATION COM 03743Q108 448 25,000 SH   SOLE   25,000 0 0
APPLE INC COM 037833100 31,270 256,000 SH   SOLE   256,000 0 0
AT&T INC COM 00206R102 4,349 143,689 SH   SOLE   143,689 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 1,885 10,000 SH   SOLE   10,000 0 0
BANK AMER CORP COM 060505104 21,457 554,582 SH   SOLE   554,582 0 0
BANK NEW YORK MELLON CORP COM 064058100 892 18,872 SH   SOLE   18,872 0 0
BAUSCH HEALTH COS INC COM 071734107 3,174 100,000 SH   SOLE   100,000 0 0
BAXTER INTL INC COM 071813109 2,446 29,000 SH   SOLE   29,000 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,770 26,500 SH   SOLE   26,500 0 0
BIOGEN INC COM 09062X103 3,217 11,500 SH   SOLE   11,500 0 0
BOEING CO COM 097023105 4,766 18,710 SH   SOLE   18,710 0 0
BRIGHTHOUSE FINL INC COM 10922N103 60 1,363 SH   SOLE   1,363 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 2,266 35,899 SH   SOLE   35,899 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 422 10,000 SH   SOLE   10,000 0 0
CATERPILLAR INC DEL COM 149123101 1,809 7,800 SH   SOLE   7,800 0 0
CHEVRON CORP NEW COM 166764100 2,326 22,200 SH   SOLE   22,200 0 0
CIENA CORP COM NEW 171779309 671 12,255 SH   SOLE   12,255 0 0
CISCO SYS INC COM 17275R102 1,372 26,540 SH   SOLE   26,540 0 0
CITIGROUP INC COM NEW 172967424 4,472 61,471 SH   SOLE   61,471 0 0
COCA COLA CO COM 191216100 1,950 37,000 SH   SOLE   37,000 0 0
COLGATE PALMOLIVE CO COM 194162103 820 10,400 SH   SOLE   10,400 0 0
COMCAST CORP NEW CL A 20030N101 4,762 88,000 SH   SOLE   88,000 0 0
CONOCOPHILLIPS COM 20825C104 848 16,000 SH   SOLE   16,000 0 0
CORTEVA INC COM 22052L104 458 9,828 SH   SOLE   9,828 0 0
COSTCO WHSL CORP NEW COM 22160K105 5,005 14,200 SH   SOLE   14,200 0 0
CVS HEALTH CORP COM 126650100 126 1,675 SH   SOLE   1,675 0 0
DEERE & CO COM 244199105 2,207 5,900 SH   SOLE   5,900 0 0
DELL TECHNOLOGIES INC CL C 24703L202 612 6,946 SH   SOLE   6,946 0 0
DEUTSCHE BANK AG NAMEN AKT D18190898 540 45,000 SH   SOLE   45,000 0 0
DOW INC COM 260557103 628 9,828 SH   SOLE   9,828 0 0
DUPONT DE NEMOURS INC COM 26614N102 361 4,665 SH   SOLE   4,665 0 0
LILLY ELI & CO COM 532457108 3,008 16,100 SH   SOLE   16,100 0 0
EMERSON ELEC CO COM 291011104 4,511 50,000 SH   SOLE   50,000 0 0
EOG RES INC COM 26875P101 435 6,000 SH   SOLE   6,000 0 0
EXXON MOBIL CORP COM 30231G102 1,649 29,539 SH   SOLE   29,539 0 0
FACEBOOK INC CL A 30303M102 3,682 12,500 SH   SOLE   12,500 0 0
FIRST HORIZON NATL CORP COM 320517105 5,073 300,000 SH   SOLE   300,000 0 0
FORD MTR CO DEL COM 345370860 3,981 325,000 SH   SOLE   325,000 0 0
FRANKLIN RES INC COM 354613101 3,565 120,437 SH   SOLE   120,437 0 0
GARRETT MOTION INC COM 366505105 7 1,410 SH   SOLE   1,410 0 0
GENERAL ELECTRIC CO COM 369604103 4,416 336,297 SH   SOLE   336,297 0 0
GILEAD SCIENCES INC COM 375558103 2,197 34,000 SH   SOLE   34,000 0 0
GLOBE LIFE INC COM 37959E102 435 4,500 SH   SOLE   4,500 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 2,616 8,000 SH   SOLE   8,000 0 0
HALLIBURTON CO COM 406216101 172 8,000 SH   SOLE   8,000 0 0
HERSHEY CO COM 427866108 633 4,000 SH   SOLE   4,000 0 0
HONEYWELL INTL INC COM 438516106 3,061 14,100 SH   SOLE   14,100 0 0
HORMEL FOODS CORP COM 440452100 956 20,000 SH   SOLE   20,000 0 0
INTEL CORP COM 458140100 2,088 32,628 SH   SOLE   32,628 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 1,586 11,900 SH   SOLE   11,900 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 518 3,707 SH   SOLE   3,707 0 0
INVESCO LTD SHS G491BT108 4,676 185,393 SH   SOLE   185,393 0 0
ITT INC COM 45073V108 455 5,000 SH   SOLE   5,000 0 0
JOHNSON & JOHNSON COM 478160104 4,750 28,900 SH   SOLE   28,900 0 0
JPMORGAN CHASE & CO COM 46625H100 8,951 58,800 SH   SOLE   58,800 0 0
KEYCORP NEW COM 493267108 599 30,000 SH   SOLE   30,000 0 0
LINCOLN NATL CORP IND COM 534187109 623 10,000 SH   SOLE   10,000 0 0
LOEWS CORP COM 540424108 344 6,700 SH   SOLE   6,700 0 0
LOWES COS INC COM 548661107 2,914 15,320 SH   SOLE   15,320 0 0
LUMEN TECHNOLOGIES INC COM 550241103 2,003 150,000 SH   SOLE   150,000 0 0
MARATHON OIL CORP COM 565849106 1,973 184,728 SH   SOLE   184,728 0 0
MASTERCARD INCORPORATED CL A 57636Q104 12,106 34,000 SH   SOLE   34,000 0 0
MERCK & CO INC COM 58933Y105 1,765 22,900 SH   SOLE   22,900 0 0
MERCURY GENL CORP NEW COM 589400100 182 3,000 SH   SOLE   3,000 0 0
METLIFE INC COM 59156R108 912 15,000 SH   SOLE   15,000 0 0
MICRON TECHNOLOGY INC COM 595112103 1,747 19,800 SH   SOLE   19,800 0 0
MICROSOFT CORP COM 594918104 20,787 88,168 SH   SOLE   88,168 0 0
MORGAN STANLEY COM NEW 617446448 2,330 30,000 SH   SOLE   30,000 0 0
NIKE INC CL B 654106103 1,993 15,000 SH   SOLE   15,000 0 0
NOV INC COM 62955J103 165 12,000 SH   SOLE   12,000 0 0
NUCOR CORP COM 670346105 241 3,000 SH   SOLE   3,000 0 0
NVIDIA CORP COM 67066G104 25,705 48,143 SH   SOLE   48,143 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 266 10,000 SH   SOLE   10,000 0 0
OGE ENERGY CORP COM 670837103 129 4,000 SH   SOLE   4,000 0 0
ORACLE CORP COM 68389X105 4,842 69,000 SH   SOLE   69,000 0 0
OTIS WORLDWIDE CORP COM 68902V107 342 5,000 SH   SOLE   5,000 0 0
PARKER HANNIFIN CORP COM 701094104 789 2,500 SH   SOLE   2,500 0 0
PEPSICO INC COM 713448108 1,839 13,000 SH   SOLE   13,000 0 0
PFIZER INC COM 717081103 4,519 124,729 SH   SOLE   124,729 0 0
PHILIP MORRIS INTL INC COM 718172109 1,482 16,700 SH   SOLE   16,700 0 0
PINNACLE WEST CAP CORP COM 723484101 2,441 30,000 SH   SOLE   30,000 0 0
PITNEY BOWES INC COM 724479100 4,211 511,059 SH   SOLE   511,059 0 0
PNC FINL SVCS GROUP INC COM 693475105 1,754 10,000 SH   SOLE   10,000 0 0
PROGRESSIVE CORP OHIO COM 743315103 478 5,000 SH   SOLE   5,000 0 0
PRUDENTIAL FINL INC COM 744320102 1,230 13,500 SH   SOLE   13,500 0 0
PUBLIC STORAGE COM 74460D109 1,234 5,000 SH   SOLE   5,000 0 0
QUALCOMM INC COM 747525103 663 5,000 SH   SOLE   5,000 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 773 10,000 SH   SOLE   10,000 0 0
RESIDEO TECHNOLOGIES INC COM 76118Y104 66 2,350 SH   SOLE   2,350 0 0
SALESFORCE COM INC COM 79466L302 10,089 47,621 SH   SOLE   47,621 0 0
SHERWIN WILLIAMS CO COM 824348106 738 1,000 SH   SOLE   1,000 0 0
SHOPIFY INC CL A 82509L107 7,746 7,000 SH   SOLE   7,000 0 0
SIMON PPTY GROUP INC NEW COM 828806109 796 7,000 SH   SOLE   7,000 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 1,340 5,000 SH   SOLE   5,000 0 0
STANLEY BLACK & DECKER INC COM 854502101 599 3,000 SH   SOLE   3,000 0 0
STARBUCKS CORP COM 855244109 2,295 21,000 SH   SOLE   21,000 0 0
SVB FINL GROUP COM 78486Q101 2,962 6,000 SH   SOLE   6,000 0 0
SYNCHRONY FINL COM 87165B103 5,370 132,073 SH   SOLE   132,073 0 0
TESLA INC COM 88160R101 1,916 2,868 SH   SOLE   2,868 0 0
TEXAS INSTRS INC COM 882508104 1,512 8,000 SH   SOLE   8,000 0 0
TJX COS INC NEW COM 872540109 1,720 26,000 SH   SOLE   26,000 0 0
TRANSOCEAN LTD REG SHS H8817H100 178 50,000 SH   SOLE   50,000 0 0
TRAVELERS COMPANIES INC COM 89417E109 1,053 7,000 SH   SOLE   7,000 0 0
TWITTER INC COM 90184L102 1,591 25,000 SH   SOLE   25,000 0 0
UNION PAC CORP COM 907818108 5,069 23,000 SH   SOLE   23,000 0 0
UNITED PARCEL SERVICE INC CL B 911312106 2,006 11,800 SH   SOLE   11,800 0 0
UNITED STATES STL CORP NEW COM 912909108 6,221 237,700 SH   SOLE   237,700 0 0
UNITED HEALTH GROUP INC COM 91324P102 8,186 22,000 SH   SOLE   22,000 0 0
US BANCORP DEL COM NEW 902973304 664 12,000 SH   SOLE   12,000 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 1,783 30,663 SH   SOLE   30,663 0 0
VIATRIS INC COM 92556V106 216 15,476 SH   SOLE   15,476 0 0
VISA INC COM CL A 92826C839 6,310 29,800 SH   SOLE   29,800 0 0
W R BERKLEY CORPORATION COM 084423102 339 4,500 SH   SOLE   4,500 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 3,294 60,000 SH   SOLE   60,000 0 0
WALMART INC COM 931142103 4,944 36,400 SH   SOLE   36,400 0 0
DISNEY WALT CO COM DISNEY 254687106 18,456 100,020 SH   SOLE   100,020 0 0
WELLS FARGO CO NEW COM 949746101 3,440 88,052 SH   SOLE   88,052 0 0
WABTEC CORP COM 929740108 143 1,806 SH   SOLE   1,806 0 0
XILINX INC COM 983919101 620 5,000 SH   SOLE   5,000 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 4,819 15,000 SH   SOLE   15,000 0 0
OCCIDENTAL PETE CORP *W EXP 08/03/202 674599162 15 1,250 SH   SOLE   1,250 0 0