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
3M CO COM 88579Y101   976 9,750 SH   SOLE   9,750 0 0
ABBOTT LABS COM 002824100   2,115 19,400 SH   SOLE   19,400 0 0
ABBVIE INC COM 00287Y109   3,759 27,900 SH   SOLE   27,900 0 0
ADVANCED MICRO DEVICES INC COM 007903107   7,400 64,962 SH   SOLE   64,962 0 0
ADVANSIX INC COM 00773T101   20 564 SH   SOLE   564 0 0
AFLAC INC COM 001055102   1,438 20,600 SH   SOLE   20,600 0 0
ALLSTATE CORP COM 020002101   1,505 13,800 SH   SOLE   13,800 0 0
ALPHABET INC CAP STK CL C 02079K107   10,246 84,696 SH   SOLE   84,696 0 0
ALPHABET INC CAP STK CL A 02079K305   6,826 57,026 SH   SOLE   57,026 0 0
AMAZON COM INC COM 023135106   18,807 144,269 SH   SOLE   144,269 0 0
AMERICAN EXPRESS CO COM 025816109   1,916 11,000 SH   SOLE   11,000 0 0
AMERICAN INTL GROUP INC COM NEW 026874784   1,099 19,100 SH   SOLE   19,100 0 0
AMGEN INC COM 031162100   3,021 13,609 SH   SOLE   13,609 0 0
ANALOG DEVICES INC COM 032654105   779 4,000 SH   SOLE   4,000 0 0
APA CORPORATION COM 03743Q108   854 25,000 SH   SOLE   25,000 0 0
APPLE INC COM 037833100   29,807 153,670 SH   SOLE   153,670 0 0
AT&T INC COM 00206R102   2,292 143,689 SH   SOLE   143,689 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103   2,198 10,000 SH   SOLE   10,000 0 0
BANK AMER CORP COM 060505104   10,268 357,901 SH   SOLE   357,901 0 0
BANK NEW YORK MELLON CORP COM 064058100   840 18,872 SH   SOLE   18,872 0 0
BAUSCH HEALTH COS INC COM 071734107   800 100,000 SH   SOLE   100,000 0 0
BAXTER INTL INC COM 071813109   1,321 29,000 SH   SOLE   29,000 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   9,037 26,500 SH   SOLE   26,500 0 0
BIOGEN INC COM 09062X103   3,276 11,500 SH   SOLE   11,500 0 0
BLACKBERRY LTD COM 09228F103   553 100,000 SH   SOLE   100,000 0 0
BOEING CO COM 097023105   3,951 18,710 SH   SOLE   18,710 0 0
BRIGHTHOUSE FINL INC COM 10922N103   65 1,363 SH   SOLE   1,363 0 0
BRISTOL MYERS SQUIBB CO COM 110122108   2,296 35,899 SH   SOLE   35,899 0 0
CARRIER GLOBAL CORPORATION COM 14448C104   497 10,000 SH   SOLE   10,000 0 0
CATERPILLAR INC DEL COM 149123101   1,919 7,800 SH   SOLE   7,800 0 0
CHEVRON CORP NEW COM 166764100   3,493 22,200 SH   SOLE   22,200 0 0
CIENA CORP COM NEW 171779309   521 12,255 SH   SOLE   12,255 0 0
CISCO SYS INC COM 17275R102   1,373 26,540 SH   SOLE   26,540 0 0
CITIGROUP INC COM NEW 172967424   2,830 61,471 SH   SOLE   61,471 0 0
COCA COLA CO COM 191216100   2,228 37,000 SH   SOLE   37,000 0 0
COLGATE PALMOLIVE CO COM 194162103   801 10,400 SH   SOLE   10,400 0 0
COMCAST CORP NEW CL A 20030N101   3,656 88,000 SH   SOLE   88,000 0 0
CONOCOPHILLIPS COM 20825C104   1,658 16,000 SH   SOLE   16,000 0 0
CORTEVA INC COM 22052L104   563 9,828 SH   SOLE   9,828 0 0
COSTCO WHSL CORP NEW COM 22160K105   4,589 8,524 SH   SOLE   8,524 0 0
CVS HEALTH CORP COM 126650100   116 1,675 SH   SOLE   1,675 0 0
DEERE & CO COM 244199105   2,391 5,900 SH   SOLE   5,900 0 0
DELL TECHNOLOGIES INC CL C 24703L202   376 6,946 SH   SOLE   6,946 0 0
DEUTSCHE BANK AG NAMEN AKT D18190898   474 45,000 SH   SOLE   45,000 0 0
DOW INC COM 260557103   523 9,828 SH   SOLE   9,828 0 0
DUPONT DE NEMOURS INC COM 26614N102   333 4,665 SH   SOLE   4,665 0 0
LILLY ELI & CO COM 532457108   7,551 16,100 SH   SOLE   16,100 0 0
EMERSON ELEC CO COM 291011104   4,520 50,000 SH   SOLE   50,000 0 0
EOG RES INC COM 26875P101   687 6,000 SH   SOLE   6,000 0 0
EXXON MOBIL CORP COM 30231G102   3,168 29,539 SH   SOLE   29,539 0 0
FIRST HORIZON NATL CORP COM 320517105   2,030 180,082 SH   SOLE   180,082 0 0
FORD MTR CO DEL COM 345370860   5,222 345,157 SH   SOLE   345,157 0 0
FRANKLIN RES INC COM 354613101   1,749 65,480 SH   SOLE   65,480 0 0
GARRETT MOTION INC COM 366505105   11 1,410 SH   SOLE   1,410 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107   1,545 19,012 SH   SOLE   19,012 0 0
GENERAL ELECTRIC CO COM 369604301   6,266 57,037 SH   SOLE   57,037 0 0
GILEAD SCIENCES INC COM 375558103   2,620 34,000 SH   SOLE   34,000 0 0
GLOBE LIFE INC COM 37959E102   493 4,500 SH   SOLE   4,500 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   2,580 8,000 SH   SOLE   8,000 0 0
HALLIBURTON CO COM 406216101   264 8,000 SH   SOLE   8,000 0 0
HERSHEY CO COM 427866108   999 4,000 SH   SOLE   4,000 0 0
HONEYWELL INTL INC COM 438516106   2,926 14,100 SH   SOLE   14,100 0 0
HORMEL FOODS CORP COM 440452100   804 20,000 SH   SOLE   20,000 0 0
INTEL CORP COM 458140100   4,268 127,628 SH   SOLE   127,628 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   1,592 11,900 SH   SOLE   11,900 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101   295 3,707 SH   SOLE   3,707 0 0
INVESCO LTD SHS G491BT108   3,873 230,393 SH   SOLE   230,393 0 0
ITT INC COM 45073V108   466 5,000 SH   SOLE   5,000 0 0
JOHNSON & JOHNSON COM 478160104   4,784 28,900 SH   SOLE   28,900 0 0
JPMORGAN CHASE & CO COM 46625H100   5,133 35,296 SH   SOLE   35,296 0 0
KEYCORP NEW COM 493267108   277 30,000 SH   SOLE   30,000 0 0
KYNDRYL HLDGS INC COMMON STOCK 50155Q100   32 2,380 SH   SOLE   2,380 0 0
LINCOLN NATL CORP IND COM 534187109   258 10,000 SH   SOLE   10,000 0 0
LOEWS CORP COM 540424108   398 6,700 SH   SOLE   6,700 0 0
LOWES COS INC COM 548661107   3,458 15,320 SH   SOLE   15,320 0 0
LUMEN TECHNOLOGIES INC COM 550241103   565 250,000 SH   SOLE   250,000 0 0
MANULIFE FINL CORP COM 56501R106   473 25,000 SH   SOLE   25,000 0 0
MARATHON OIL CORP COM 565849106   4,252 184,728 SH   SOLE   184,728 0 0
MASTERCARD INCORPORATED CL A 57636Q104   8,027 20,409 SH   SOLE   20,409 0 0
MERCK & CO INC COM 58933Y105   2,642 22,900 SH   SOLE   22,900 0 0
MERCURY GENL CORP NEW COM 589400100   91 3,000 SH   SOLE   3,000 0 0
FACEBOOK INC CL A 30303M102   6,457 22,500 SH   SOLE   22,500 0 0
METLIFE INC COM 59156R108   848 15,000 SH   SOLE   15,000 0 0
MICRON TECHNOLOGY INC COM 595112103   1,250 19,800 SH   SOLE   19,800 0 0
MICROSOFT CORP COM 594918104   18,023 52,925 SH   SOLE   52,925 0 0
MORGAN STANLEY COM NEW 617446448   2,562 30,000 SH   SOLE   30,000 0 0
NIKE INC CL B 654106103   1,656 15,000 SH   SOLE   15,000 0 0
NOV INC COM 62955J103   192 12,000 SH   SOLE   12,000 0 0
NUCOR CORP COM 670346105   492 3,000 SH   SOLE   3,000 0 0
NVIDIA CORP COM 67066G104   53,899 127,414 SH   SOLE   127,414 0 0
OCCIDENTAL PETE CORP DEL COM 674599105   2,069 35,179 SH   SOLE   35,179 0 0
OGE ENERGY CORP COM 670837103   144 4,000 SH   SOLE   4,000 0 0
ORACLE CORP COM 68389X105   8,217 69,000 SH   SOLE   69,000 0 0
ORGANON & CO COMMON STOCK 68622V106   48 2,290 SH   SOLE   2,290 0 0
OTIS WORLDWIDE CORP COM 68902V107   445 5,000 SH   SOLE   5,000 0 0
PARKER HANNIFIN CORP COM 701094104   975 2,500 SH   SOLE   2,500 0 0
PEPSICO INC COM 713448108   2,408 13,000 SH   SOLE   13,000 0 0
PFIZER INC COM 717081103   4,091 111,527 SH   SOLE   111,527 0 0
PHILIP MORRIS INTL INC COM 718172109   1,630 16,700 SH   SOLE   16,700 0 0
PINNACLE WEST CAP CORP COM 723484101   2,444 30,000 SH   SOLE   30,000 0 0
PIONEER NAT RES CO COM 723787107   829 4,000 SH   SOLE   4,000 0 0
PITNEY BOWES INC COM 724479100   1,809 511,059 SH   SOLE   511,059 0 0
PNC FINL SVCS GROUP INC COM 693475105   1,260 10,000 SH   SOLE   10,000 0 0
PROGRESSIVE CORP OHIO COM 743315103   662 5,000 SH   SOLE   5,000 0 0
PRUDENTIAL FINL INC COM 744320102   1,191 13,500 SH   SOLE   13,500 0 0
PUBLIC STORAGE COM 74460D109   1,459 5,000 SH   SOLE   5,000 0 0
QUALCOMM INC COM 747525103   595 5,000 SH   SOLE   5,000 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101   980 10,000 SH   SOLE   10,000 0 0
RESIDEO TECHNOLOGIES INC COM 76118Y104   42 2,350 SH   SOLE   2,350 0 0
SALESFORCE COM INC COM 79466L302   6,039 28,586 SH   SOLE   28,586 0 0
SHERWIN WILLIAMS CO COM 824348106   797 3,000 SH   SOLE   3,000 0 0
SHOPIFY INC CL A 82509L107   4,522 70,000 SH   SOLE   70,000 0 0
SIMON PPTY GROUP INC NEW COM 828806109   808 7,000 SH   SOLE   7,000 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   803 5,000 SH   SOLE   5,000 0 0
STANLEY BLACK & DECKER INC COM 854502101   281 3,000 SH   SOLE   3,000 0 0
STARBUCKS CORP COM 855244109   2,080 21,000 SH   SOLE   21,000 0 0
SVB FINL GROUP COM 78486Q101   3 6,000 SH   SOLE   6,000 0 0
SYNCHRONY FINL COM 87165B103   4,480 132,073 SH   SOLE   132,073 0 0
TESLA INC COM 88160R101   3,561 13,604 SH   SOLE   13,604 0 0
TEXAS INSTRS INC COM 882508104   1,440 8,000 SH   SOLE   8,000 0 0
TJX COS INC NEW COM 872540109   2,205 26,000 SH   SOLE   26,000 0 0
TRANSOCEAN LTD REG SHS H8817H100   1,753 250,000 SH   SOLE   250,000 0 0
TRAVELERS COMPANIES INC COM 89417E109   1,216 7,000 SH   SOLE   7,000 0 0
UNION PAC CORP COM 907818108   4,706 23,000 SH   SOLE   23,000 0 0
UNITED PARCEL SERVICE INC CL B 911312106   2,115 11,800 SH   SOLE   11,800 0 0
UNITED STATES STL CORP NEW COM 912909108   943 37,700 SH   SOLE   37,700 0 0
UNITED HEALTH GROUP INC COM 91324P102   6,347 13,206 SH   SOLE   13,206 0 0
US BANCORP DEL COM NEW 902973304   396 12,000 SH   SOLE   12,000 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   3,654 98,263 SH   SOLE   98,263 0 0
VIATRIS INC COM 92556V106   154 15,476 SH   SOLE   15,476 0 0
VISA INC COM CL A 92826C839   4,126 17,375 SH   SOLE   17,375 0 0
VMWARE INC CL A COM 928563402   440 3,060 SH   SOLE   3,060 0 0
W R BERKLEY CORPORATION COM 084423102   402 6,750 SH   SOLE   6,750 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108   1,709 60,000 SH   SOLE   60,000 0 0
WALMART INC COM 931142103   3,434 21,850 SH   SOLE   21,850 0 0
DISNEY WALT CO COM DISNEY 254687106   5,360 60,039 SH   SOLE   60,039 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104   436 34,760 SH   SOLE   34,760 0 0
WELLS FARGO CO NEW COM 949746101   3,758 88,052 SH   SOLE   88,052 0 0
WABTEC CORP COM 929740108   198 1,806 SH   SOLE   1,806 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101   1,018 15,000 SH   SOLE   15,000 0 0
OCCIDENTAL PETE CORP *W EXP 08/03/202 674599162   47 1,250 SH   SOLE   1,250 0 0