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 1,262 9,750 SH   SOLE   9,750 0 0
ABBOTT LABS COM 002824100 2,108 19,400 SH   SOLE   19,400 0 0
ABBVIE INC COM 00287Y109 4,273 27,900 SH   SOLE   27,900 0 0
ADVANCED MICRO DEVICES INC COM 007903107 8,276 108,221 SH   SOLE   108,221 0 0
ADVANSIX INC COM 00773T101 19 564 SH   SOLE   564 0 0
AFLAC INC COM 001055102 1,140 20,600 SH   SOLE   20,600 0 0
ALLSTATE CORP COM 020002101 1,749 13,800 SH   SOLE   13,800 0 0
ALPHABET INC CAP STK CL C 02079K107 12,593 5,757 SH   SOLE   5,757 0 0
ALPHABET INC CAP STK CL A 02079K305 10,351 4,750 SH   SOLE   4,750 0 0
AMAZON COM INC COM 023135106 23,757 223,680 SH   SOLE   223,680 0 0
AMERICAN EXPRESS CO COM 025816109 1,525 11,000 SH   SOLE   11,000 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 977 19,100 SH   SOLE   19,100 0 0
AMGEN INC COM 031162100 5,516 22,671 SH   SOLE   22,671 0 0
ANALOG DEVICES INC COM 032654105 584 4,000 SH   SOLE   4,000 0 0
APA CORPORATION COM 03743Q108 873 25,000 SH   SOLE   25,000 0 0
APPLE INC COM 037833100 35,000 256,000 SH   SOLE   256,000 0 0
AT&T INC COM 00206R102 3,012 143,689 SH   SOLE   143,689 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 2,100 10,000 SH   SOLE   10,000 0 0
BANK AMER CORP COM 060505104 17,264 554,582 SH   SOLE   554,582 0 0
BANK NEW YORK MELLON CORP COM 064058100 787 18,872 SH   SOLE   18,872 0 0
BAUSCH HEALTH COS INC COM 071734107 836 100,000 SH   SOLE   100,000 0 0
BAXTER INTL INC COM 071813109 1,863 29,000 SH   SOLE   29,000 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 7,235 26,500 SH   SOLE   26,500 0 0
BIOGEN INC COM 09062X103 2,345 11,500 SH   SOLE   11,500 0 0
BLACKBERRY LTD COM 09228F103 539 100,000 SH   SOLE   100,000 0 0
BOEING CO COM 097023105 2,558 18,710 SH   SOLE   18,710 0 0
BRIGHTHOUSE FINL INC COM 10922N103 56 1,363 SH   SOLE   1,363 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 2,764 35,899 SH   SOLE   35,899 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 357 10,000 SH   SOLE   10,000 0 0
CATERPILLAR INC DEL COM 149123101 1,394 7,800 SH   SOLE   7,800 0 0
CHEVRON CORP NEW COM 166764100 3,214 22,200 SH   SOLE   22,200 0 0
CIENA CORP COM NEW 171779309 560 12,255 SH   SOLE   12,255 0 0
CISCO SYS INC COM 17275R102 1,132 26,540 SH   SOLE   26,540 0 0
CITIGROUP INC COM NEW 172967424 2,827 61,471 SH   SOLE   61,471 0 0
COCA COLA CO COM 191216100 2,328 37,000 SH   SOLE   37,000 0 0
COLGATE PALMOLIVE CO COM 194162103 833 10,400 SH   SOLE   10,400 0 0
COMCAST CORP NEW CL A 20030N101 3,453 88,000 SH   SOLE   88,000 0 0
CONOCOPHILLIPS COM 20825C104 1,437 16,000 SH   SOLE   16,000 0 0
CORTEVA INC COM 22052L104 532 9,828 SH   SOLE   9,828 0 0
COSTCO WHSL CORP NEW COM 22160K105 6,806 14,200 SH   SOLE   14,200 0 0
CVS HEALTH CORP COM 126650100 155 1,675 SH   SOLE   1,675 0 0
DEERE & CO COM 244199105 1,767 5,900 SH   SOLE   5,900 0 0
DELL TECHNOLOGIES INC CL C 24703L202 321 6,946 SH   SOLE   6,946 0 0
DEUTSCHE BANK AG NAMEN AKT D18190898 393 45,000 SH   SOLE   45,000 0 0
DOW INC COM 260557103 507 9,828 SH   SOLE   9,828 0 0
DUPONT DE NEMOURS INC COM 26614N102 259 4,665 SH   SOLE   4,665 0 0
LILLY ELI & CO COM 532457108 5,220 16,100 SH   SOLE   16,100 0 0
EMERSON ELEC CO COM 291011104 3,977 50,000 SH   SOLE   50,000 0 0
EOG RES INC COM 26875P101 663 6,000 SH   SOLE   6,000 0 0
EXXON MOBIL CORP COM 30231G102 2,530 29,539 SH   SOLE   29,539 0 0
FIRST HORIZON NATL CORP COM 320517105 6,558 300,000 SH   SOLE   300,000 0 0
FORD MTR CO DEL COM 345370860 6,400 575,000 SH   SOLE   575,000 0 0
FRANKLIN RES INC COM 354613101 944 40,480 SH   SOLE   40,480 0 0
GARRETT MOTION INC COM 366505105 11 1,410 SH   SOLE   1,410 0 0
GENERAL ELECTRIC CO COM 369604301 3,632 57,037 SH   SOLE   57,037 0 0
GILEAD SCIENCES INC COM 375558103 2,102 34,000 SH   SOLE   34,000 0 0
GLOBE LIFE INC COM 37959E102 439 4,500 SH   SOLE   4,500 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 2,376 8,000 SH   SOLE   8,000 0 0
HALLIBURTON CO COM 406216101 251 8,000 SH   SOLE   8,000 0 0
HERSHEY CO COM 427866108 861 4,000 SH   SOLE   4,000 0 0
HONEYWELL INTL INC COM 438516106 2,451 14,100 SH   SOLE   14,100 0 0
HORMEL FOODS CORP COM 440452100 947 20,000 SH   SOLE   20,000 0 0
INTEL CORP COM 458140100 2,904 77,628 SH   SOLE   77,628 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 1,680 11,900 SH   SOLE   11,900 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 442 3,707 SH   SOLE   3,707 0 0
INVESCO LTD SHS G491BT108 2,990 185,393 SH   SOLE   185,393 0 0
ITT INC COM 45073V108 336 5,000 SH   SOLE   5,000 0 0
JOHNSON & JOHNSON COM 478160104 5,130 28,900 SH   SOLE   28,900 0 0
JPMORGAN CHASE & CO COM 46625H100 6,621 58,800 SH   SOLE   58,800 0 0
KEYCORP NEW COM 493267108 517 30,000 SH   SOLE   30,000 0 0
KYNDRYL HLDGS INC COMMON STOCK 50155Q100 23 2,380 SH   SOLE   2,380 0 0
LINCOLN NATL CORP IND COM 534187109 468 10,000 SH   SOLE   10,000 0 0
LOEWS CORP COM 540424108 397 6,700 SH   SOLE   6,700 0 0
LOWES COS INC COM 548661107 2,676 15,320 SH   SOLE   15,320 0 0
LUMEN TECHNOLOGIES INC COM 550241103 1,637 150,000 SH   SOLE   150,000 0 0
MARATHON OIL CORP COM 565849106 4,153 184,728 SH   SOLE   184,728 0 0
MASTERCARD INCORPORATED CL A 57636Q104 10,726 34,000 SH   SOLE   34,000 0 0
MERCK & CO INC COM 58933Y105 2,088 22,900 SH   SOLE   22,900 0 0
MERCURY GENL CORP NEW COM 589400100 133 3,000 SH   SOLE   3,000 0 0
FACEBOOK INC CL A 30303M102 2,016 12,500 SH   SOLE   12,500 0 0
METLIFE INC COM 59156R108 942 15,000 SH   SOLE   15,000 0 0
MICRON TECHNOLOGY INC COM 595112103 1,095 19,800 SH   SOLE   19,800 0 0
MICROSOFT CORP COM 594918104 22,644 88,168 SH   SOLE   88,168 0 0
MORGAN STANLEY COM NEW 617446448 2,282 30,000 SH   SOLE   30,000 0 0
NIKE INC CL B 654106103 1,533 15,000 SH   SOLE   15,000 0 0
NOV INC COM 62955J103 203 12,000 SH   SOLE   12,000 0 0
NUCOR CORP COM 670346105 313 3,000 SH   SOLE   3,000 0 0
NVIDIA CORP COM 67066G104 29,192 192,572 SH   SOLE   192,572 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 589 10,000 SH   SOLE   10,000 0 0
OGE ENERGY CORP COM 670837103 154 4,000 SH   SOLE   4,000 0 0
ORACLE CORP COM 68389X105 4,821 69,000 SH   SOLE   69,000 0 0
ORGANON & CO COMMON STOCK 68622V106 77 2,290 SH   SOLE   2,290 0 0
OTIS WORLDWIDE CORP COM 68902V107 353 5,000 SH   SOLE   5,000 0 0
PARKER HANNIFIN CORP COM 701094104 615 2,500 SH   SOLE   2,500 0 0
PEPSICO INC COM 713448108 2,167 13,000 SH   SOLE   13,000 0 0
PFIZER INC COM 717081103 6,540 124,729 SH   SOLE   124,729 0 0
PHILIP MORRIS INTL INC COM 718172109 1,649 16,700 SH   SOLE   16,700 0 0
PINNACLE WEST CAP CORP COM 723484101 2,194 30,000 SH   SOLE   30,000 0 0
PITNEY BOWES INC COM 724479100 1,850 511,059 SH   SOLE   511,059 0 0
PNC FINL SVCS GROUP INC COM 693475105 1,578 10,000 SH   SOLE   10,000 0 0
PROGRESSIVE CORP OHIO COM 743315103 581 5,000 SH   SOLE   5,000 0 0
PRUDENTIAL FINL INC COM 744320102 1,292 13,500 SH   SOLE   13,500 0 0
PUBLIC STORAGE COM 74460D109 1,563 5,000 SH   SOLE   5,000 0 0
QUALCOMM INC COM 747525103 639 5,000 SH   SOLE   5,000 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 961 10,000 SH   SOLE   10,000 0 0
RESIDEO TECHNOLOGIES INC COM 76118Y104 46 2,350 SH   SOLE   2,350 0 0
SALESFORCE COM INC COM 79466L302 7,859 47,621 SH   SOLE   47,621 0 0
SHERWIN WILLIAMS CO COM 824348106 672 3,000 SH   SOLE   3,000 0 0
SHOPIFY INC CL A 82509L107 2,187 70,000 SH   SOLE   70,000 0 0
SIMON PPTY GROUP INC NEW COM 828806109 664 7,000 SH   SOLE   7,000 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 469 5,000 SH   SOLE   5,000 0 0
STANLEY BLACK & DECKER INC COM 854502101 315 3,000 SH   SOLE   3,000 0 0
STARBUCKS CORP COM 855244109 1,604 21,000 SH   SOLE   21,000 0 0
SVB FINL GROUP COM 78486Q101 2,370 6,000 SH   SOLE   6,000 0 0
SYNCHRONY FINL COM 87165B103 3,648 132,073 SH   SOLE   132,073 0 0
TESLA INC COM 88160R101 1,931 2,868 SH   SOLE   2,868 0 0
TEXAS INSTRS INC COM 882508104 1,229 8,000 SH   SOLE   8,000 0 0
TJX COS INC NEW COM 872540109 1,452 26,000 SH   SOLE   26,000 0 0
TRANSOCEAN LTD REG SHS H8817H100 833 250,000 SH   SOLE   250,000 0 0
TRAVELERS COMPANIES INC COM 89417E109 1,184 7,000 SH   SOLE   7,000 0 0
TWITTER INC COM 90184L102 935 25,000 SH   SOLE   25,000 0 0
UNION PAC CORP COM 907818108 4,905 23,000 SH   SOLE   23,000 0 0
UNITED PARCEL SERVICE INC CL B 911312106 2,154 11,800 SH   SOLE   11,800 0 0
UNITED STATES STL CORP NEW COM 912909108 675 37,700 SH   SOLE   37,700 0 0
UNITED HEALTH GROUP INC COM 91324P102 11,300 22,000 SH   SOLE   22,000 0 0
US BANCORP DEL COM NEW 902973304 552 12,000 SH   SOLE   12,000 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 3,718 73,263 SH   SOLE   73,263 0 0
VIATRIS INC COM 92556V106 162 15,476 SH   SOLE   15,476 0 0
VISA INC COM CL A 92826C839 5,867 29,800 SH   SOLE   29,800 0 0
VMWARE INC CL A COM 928563402 349 3,060 SH   SOLE   3,060 0 0
W R BERKLEY CORPORATION COM 084423102 461 6,750 SH   SOLE   6,750 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 2,274 60,000 SH   SOLE   60,000 0 0
WALMART INC COM 931142103 4,426 36,400 SH   SOLE   36,400 0 0
DISNEY WALT CO COM DISNEY 254687106 9,442 100,020 SH   SOLE   100,020 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104 466 34,760 SH   SOLE   34,760 0 0
WELLS FARGO CO NEW COM 949746101 3,449 88,052 SH   SOLE   88,052 0 0
WABTEC CORP COM 929740108 148 1,806 SH   SOLE   1,806 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 1,620 15,000 SH   SOLE   15,000 0 0
OCCIDENTAL PETE CORP *W EXP 08/03/202 674599162 46 1,250 SH   SOLE   1,250 0 0