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 1,710 9,750 SH   SOLE   9,750 0 0
ABBOTT LABS COM 002824100 2,292 19,400 SH   SOLE   19,400 0 0
ABBVIE INC COM 00287Y109 3,010 27,900 SH   SOLE   27,900 0 0
ADVANCED MICRO DEVICES INC COM 007903107 9,220 89,604 SH   SOLE   89,604 0 0
ADVANSIX INC COM 00773T101 22 564 SH   SOLE   564 0 0
AFLAC INC COM 001055102 1,074 20,600 SH   SOLE   20,600 0 0
ALLSTATE CORP COM 020002101 1,757 13,800 SH   SOLE   13,800 0 0
ALPHABET INC CAP STK CL C 02079K107 15,344 5,757 SH   SOLE   5,757 0 0
ALPHABET INC CAP STK CL A 02079K305 12,699 4,750 SH   SOLE   4,750 0 0
AMAZON COM INC COM 023135106 36,740 11,184 SH   SOLE   11,184 0 0
AMERICAN EXPRESS CO COM 025816109 1,843 11,000 SH   SOLE   11,000 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 1,048 19,100 SH   SOLE   19,100 0 0
AMGEN INC COM 031162100 4,821 22,671 SH   SOLE   22,671 0 0
ANALOG DEVICES INC COM 032654105 670 4,000 SH   SOLE   4,000 0 0
APA CORPORATION COM 03743Q108 536 25,000 SH   SOLE   25,000 0 0
APPLE INC COM 037833100 36,224 256,000 SH   SOLE   256,000 0 0
AT&T INC COM 00206R102 3,881 143,689 SH   SOLE   143,689 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 1,999 10,000 SH   SOLE   10,000 0 0
BANK AMER CORP COM 060505104 23,542 554,582 SH   SOLE   554,582 0 0
BANK NEW YORK MELLON CORP COM 064058100 978 18,872 SH   SOLE   18,872 0 0
BAUSCH HEALTH COS INC COM 071734107 2,785 100,000 SH   SOLE   100,000 0 0
BAXTER INTL INC COM 071813109 2,332 29,000 SH   SOLE   29,000 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 7,233 26,500 SH   SOLE   26,500 0 0
BIOGEN INC COM 09062X103 3,254 11,500 SH   SOLE   11,500 0 0
BLACKBERRY LTD COM 09228F103 973 100,000 SH   SOLE   100,000 0 0
BOEING CO COM 097023105 4,115 18,710 SH   SOLE   18,710 0 0
BRIGHTHOUSE FINL INC COM 10922N103 62 1,363 SH   SOLE   1,363 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 2,124 35,899 SH   SOLE   35,899 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 518 10,000 SH   SOLE   10,000 0 0
CATERPILLAR INC DEL COM 149123101 1,497 7,800 SH   SOLE   7,800 0 0
CHEVRON CORP NEW COM 166764100 2,252 22,200 SH   SOLE   22,200 0 0
CIENA CORP COM NEW 171779309 629 12,255 SH   SOLE   12,255 0 0
CISCO SYS INC COM 17275R102 1,445 26,540 SH   SOLE   26,540 0 0
CITIGROUP INC COM NEW 172967424 4,314 61,471 SH   SOLE   61,471 0 0
COCA COLA CO COM 191216100 1,941 37,000 SH   SOLE   37,000 0 0
COLGATE PALMOLIVE CO COM 194162103 786 10,400 SH   SOLE   10,400 0 0
COMCAST CORP NEW CL A 20030N101 4,922 88,000 SH   SOLE   88,000 0 0
CONOCOPHILLIPS COM 20825C104 1,084 16,000 SH   SOLE   16,000 0 0
CORTEVA INC COM 22052L104 414 9,828 SH   SOLE   9,828 0 0
COSTCO WHSL CORP NEW COM 22160K105 6,381 14,200 SH   SOLE   14,200 0 0
CVS HEALTH CORP COM 126650100 142 1,675 SH   SOLE   1,675 0 0
DEERE & CO COM 244199105 1,977 5,900 SH   SOLE   5,900 0 0
DELL TECHNOLOGIES INC CL C 24703L202 723 6,946 SH   SOLE   6,946 0 0
DEUTSCHE BANK AG NAMEN AKT D18190898 572 45,000 SH   SOLE   45,000 0 0
DOW INC COM 260557103 566 9,828 SH   SOLE   9,828 0 0
DUPONT DE NEMOURS INC COM 26614N102 317 4,665 SH   SOLE   4,665 0 0
LILLY ELI & CO COM 532457108 3,720 16,100 SH   SOLE   16,100 0 0
EMERSON ELEC CO COM 291011104 4,710 50,000 SH   SOLE   50,000 0 0
EOG RES INC COM 26875P101 482 6,000 SH   SOLE   6,000 0 0
EXXON MOBIL CORP COM 30231G102 1,737 29,539 SH   SOLE   29,539 0 0
FACEBOOK INC CL A 30303M102 4,242 12,500 SH   SOLE   12,500 0 0
FIRST HORIZON NATL CORP COM 320517105 4,887 300,000 SH   SOLE   300,000 0 0
FORD MTR CO DEL COM 345370860 6,726 475,000 SH   SOLE   475,000 0 0
GARRETT MOTION INC COM 366505105 10 1,410 SH   SOLE   1,410 0 0
GENERAL ELECTRIC CO COM 369604301 4,331 42,037 SH   SOLE   42,037 0 0
GILEAD SCIENCES INC COM 375558103 2,375 34,000 SH   SOLE   34,000 0 0
GLOBE LIFE INC COM 37959E102 401 4,500 SH   SOLE   4,500 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 3,024 8,000 SH   SOLE   8,000 0 0
HALLIBURTON CO COM 406216101 173 8,000 SH   SOLE   8,000 0 0
HERSHEY CO COM 427866108 677 4,000 SH   SOLE   4,000 0 0
HONEYWELL INTL INC COM 438516106 2,993 14,100 SH   SOLE   14,100 0 0
HORMEL FOODS CORP COM 440452100 820 20,000 SH   SOLE   20,000 0 0
INTEL CORP COM 458140100 1,738 32,628 SH   SOLE   32,628 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 1,653 11,900 SH   SOLE   11,900 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 496 3,707 SH   SOLE   3,707 0 0
INVESCO LTD SHS G491BT108 4,470 185,393 SH   SOLE   185,393 0 0
ITT INC COM 45073V108 429 5,000 SH   SOLE   5,000 0 0
JOHNSON & JOHNSON COM 478160104 4,667 28,900 SH   SOLE   28,900 0 0
JPMORGAN CHASE & CO COM 46625H100 9,625 58,800 SH   SOLE   58,800 0 0
KEYCORP NEW COM 493267108 649 30,000 SH   SOLE   30,000 0 0
LINCOLN NATL CORP IND COM 534187109 688 10,000 SH   SOLE   10,000 0 0
LOEWS CORP COM 540424108 361 6,700 SH   SOLE   6,700 0 0
LOWES COS INC COM 548661107 3,108 15,320 SH   SOLE   15,320 0 0
LUMEN TECHNOLOGIES INC COM 550241103 1,859 150,000 SH   SOLE   150,000 0 0
MARATHON OIL CORP COM 565849106 2,525 184,728 SH   SOLE   184,728 0 0
MASTERCARD INCORPORATED CL A 57636Q104 11,821 34,000 SH   SOLE   34,000 0 0
MERCK & CO INC COM 58933Y105 1,720 22,900 SH   SOLE   22,900 0 0
MERCURY GENL CORP NEW COM 589400100 167 3,000 SH   SOLE   3,000 0 0
METLIFE INC COM 59156R108 926 15,000 SH   SOLE   15,000 0 0
MICRON TECHNOLOGY INC COM 595112103 1,405 19,800 SH   SOLE   19,800 0 0
MICROSOFT CORP COM 594918104 24,856 88,168 SH   SOLE   88,168 0 0
MORGAN STANLEY COM NEW 617446448 2,919 30,000 SH   SOLE   30,000 0 0
NIKE INC CL B 654106103 2,178 15,000 SH   SOLE   15,000 0 0
NOV INC COM 62955J103 157 12,000 SH   SOLE   12,000 0 0
NUCOR CORP COM 670346105 295 3,000 SH   SOLE   3,000 0 0
NVIDIA CORP COM 67066G104 39,893 192,572 SH   SOLE   192,572 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 296 10,000 SH   SOLE   10,000 0 0
OGE ENERGY CORP COM 670837103 132 4,000 SH   SOLE   4,000 0 0
ORACLE CORP COM 68389X105 6,012 69,000 SH   SOLE   69,000 0 0
ORGANON & CO COMMON STOCK 68622V106 75 2,290 SH   SOLE   2,290 0 0
OTIS WORLDWIDE CORP COM 68902V107 411 5,000 SH   SOLE   5,000 0 0
PARKER HANNIFIN CORP COM 701094104 699 2,500 SH   SOLE   2,500 0 0
PEPSICO INC COM 713448108 1,955 13,000 SH   SOLE   13,000 0 0
PFIZER INC COM 717081103 5,365 124,729 SH   SOLE   124,729 0 0
PHILIP MORRIS INTL INC COM 718172109 1,583 16,700 SH   SOLE   16,700 0 0
PINNACLE WEST CAP CORP COM 723484101 2,171 30,000 SH   SOLE   30,000 0 0
PITNEY BOWES INC COM 724479100 3,685 511,059 SH   SOLE   511,059 0 0
PNC FINL SVCS GROUP INC COM 693475105 1,956 10,000 SH   SOLE   10,000 0 0
PROGRESSIVE CORP OHIO COM 743315103 452 5,000 SH   SOLE   5,000 0 0
PRUDENTIAL FINL INC COM 744320102 1,420 13,500 SH   SOLE   13,500 0 0
PUBLIC STORAGE COM 74460D109 1,486 5,000 SH   SOLE   5,000 0 0
QUALCOMM INC COM 747525103 645 5,000 SH   SOLE   5,000 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 860 10,000 SH   SOLE   10,000 0 0
RESIDEO TECHNOLOGIES INC COM 76118Y104 58 2,350 SH   SOLE   2,350 0 0
SALESFORCE COM INC COM 79466L302 12,916 47,621 SH   SOLE   47,621 0 0
SHERWIN WILLIAMS CO COM 824348106 839 3,000 SH   SOLE   3,000 0 0
SHOPIFY INC CL A 82509L107 9,490 7,000 SH   SOLE   7,000 0 0
SIMON PPTY GROUP INC NEW COM 828806109 910 7,000 SH   SOLE   7,000 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 1,127 5,000 SH   SOLE   5,000 0 0
STANLEY BLACK & DECKER INC COM 854502101 526 3,000 SH   SOLE   3,000 0 0
STARBUCKS CORP COM 855244109 2,317 21,000 SH   SOLE   21,000 0 0
SVB FINL GROUP COM 78486Q101 3,881 6,000 SH   SOLE   6,000 0 0
SYNCHRONY FINL COM 87165B103 6,456 132,073 SH   SOLE   132,073 0 0
TESLA INC COM 88160R101 2,224 2,868 SH   SOLE   2,868 0 0
TEXAS INSTRS INC COM 882508104 1,538 8,000 SH   SOLE   8,000 0 0
TJX COS INC NEW COM 872540109 1,715 26,000 SH   SOLE   26,000 0 0
TRANSOCEAN LTD REG SHS H8817H100 190 50,000 SH   SOLE   50,000 0 0
TRAVELERS COMPANIES INC COM 89417E109 1,064 7,000 SH   SOLE   7,000 0 0
TWITTER INC COM 90184L102 1,510 25,000 SH   SOLE   25,000 0 0
UNION PAC CORP COM 907818108 4,508 23,000 SH   SOLE   23,000 0 0
UNITED PARCEL SERVICE INC CL B 911312106 2,149 11,800 SH   SOLE   11,800 0 0
UNITED STATES STL CORP NEW COM 912909108 5,222 237,700 SH   SOLE   237,700 0 0
UNITED HEALTH GROUP INC COM 91324P102 8,596 22,000 SH   SOLE   22,000 0 0
US BANCORP DEL COM NEW 902973304 713 12,000 SH   SOLE   12,000 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 3,957 73,263 SH   SOLE   73,263 0 0
VIATRIS INC COM 92556V106 210 15,476 SH   SOLE   15,476 0 0
VISA INC COM CL A 92826C839 6,638 29,800 SH   SOLE   29,800 0 0
W R BERKLEY CORPORATION COM 084423102 329 4,500 SH   SOLE   4,500 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 2,823 60,000 SH   SOLE   60,000 0 0
WALMART INC COM 931142103 5,073 36,400 SH   SOLE   36,400 0 0
DISNEY WALT CO COM DISNEY 254687106 16,920 100,020 SH   SOLE   100,020 0 0
WELLS FARGO CO NEW COM 949746101 4,086 88,052 SH   SOLE   88,052 0 0
WABTEC CORP COM 929740108 156 1,806 SH   SOLE   1,806 0 0
XILINX INC COM 983919101 755 5,000 SH   SOLE   5,000 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 3,923 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