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   1,333 9,750 SH   SOLE   9,750 0 0
ABBOTT LABS COM 002824100   2,212 19,400 SH   SOLE   19,400 0 0
ABBVIE INC COM 00287Y109   5,510 27,900 SH   SOLE   27,900 0 0
ADVANCED MICRO DEVICES INC COM 007903107   7,928 48,318 SH   SOLE   48,318 0 0
AFLAC INC COM 001055102   2,303 20,600 SH   SOLE   20,600 0 0
ALLSTATE CORP COM 020002101   2,617 13,800 SH   SOLE   13,800 0 0
ALPHABET INC CAP STK CL C 02079K107   7,700 46,055 SH   SOLE   46,055 0 0
ALPHABET INC CAP STK CL A 02079K305   5,165 31,140 SH   SOLE   31,140 0 0
AMAZON COM INC COM 023135106   18,035 96,793 SH   SOLE   96,793 0 0
AMERICAN EXPRESS CO COM 025816109   2,983 11,000 SH   SOLE   11,000 0 0
AMERICAN INTL GROUP INC COM NEW 026874784   1,399 19,100 SH   SOLE   19,100 0 0
AMGEN INC COM 031162100   4,385 13,609 SH   SOLE   13,609 0 0
ANALOG DEVICES INC COM 032654105   921 4,000 SH   SOLE   4,000 0 0
APA CORPORATION COM 03743Q108   612 25,000 SH   SOLE   25,000 0 0
APPLE INC COM 037833100   18,912 81,169 SH   SOLE   81,169 0 0
AT&T INC COM 00206R102   3,161 143,689 SH   SOLE   143,689 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103   2,767 10,000 SH   SOLE   10,000 0 0
BANK AMER CORP COM 060505104   601 15,147 SH   SOLE   15,147 0 0
BANK NEW YORK MELLON CORP COM 064058100   1,356 18,872 SH   SOLE   18,872 0 0
BAUSCH HEALTH COS INC COM 071734107   816 100,000 SH   SOLE   100,000 0 0
BAXTER INTL INC COM 071813109   1,101 29,000 SH   SOLE   29,000 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   12,197 26,500 SH   SOLE   26,500 0 0
BIOGEN INC COM 09062X103   1,115 5,750 SH   SOLE   5,750 0 0
BLACKBERRY LTD COM 09228F103   131 50,000 SH   SOLE   50,000 0 0
BOEING CO COM 097023105   1,328 8,735 SH   SOLE   8,735 0 0
BRISTOL MYERS SQUIBB CO COM 110122108   1,857 35,899 SH   SOLE   35,899 0 0
CARRIER GLOBAL CORPORATION COM 14448C104   805 10,000 SH   SOLE   10,000 0 0
CATERPILLAR INC DEL COM 149123101   3,051 7,800 SH   SOLE   7,800 0 0
CHEVRON CORP NEW COM 166764100   3,269 22,200 SH   SOLE   22,200 0 0
CIENA CORP COM NEW 171779309   755 12,255 SH   SOLE   12,255 0 0
CISCO SYS INC COM 17275R102   1,412 26,540 SH   SOLE   26,540 0 0
CITIGROUP INC COM NEW 172967424   3,848 61,471 SH   SOLE   61,471 0 0
COCA COLA CO COM 191216100   2,659 37,000 SH   SOLE   37,000 0 0
COLGATE PALMOLIVE CO COM 194162103   1,080 10,400 SH   SOLE   10,400 0 0
COMCAST CORP NEW CL A 20030N101   3,676 88,000 SH   SOLE   88,000 0 0
CONOCOPHILLIPS COM 20825C104   1,684 16,000 SH   SOLE   16,000 0 0
CORTEVA INC COM 22052L104   578 9,828 SH   SOLE   9,828 0 0
COSTCO WHSL CORP NEW COM 22160K105   4,447 5,016 SH   SOLE   5,016 0 0
CVS HEALTH CORP COM 126650100   105 1,675 SH   SOLE   1,675 0 0
DEERE & CO COM 244199105   2,462 5,900 SH   SOLE   5,900 0 0
DELL TECHNOLOGIES INC CL C 24703L202   823 6,946 SH   SOLE   6,946 0 0
DEUTSCHE BANK AG NAMEN AKT D18190898   779 45,000 SH   SOLE   45,000 0 0
DOW INC COM 260557103   537 9,828 SH   SOLE   9,828 0 0
DUPONT DE NEMOURS INC COM 26614N102   416 4,665 SH   SOLE   4,665 0 0
EMERSON ELEC CO COM 291011104   19 178 SH   SOLE   178 0 0
EOG RES INC COM 26875P101   738 6,000 SH   SOLE   6,000 0 0
EXXON MOBIL CORP COM 30231G102   7,275 62,066 SH   SOLE   62,066 0 0
FIRST HORIZON NATL CORP COM 320517105   2,797 180,082 SH   SOLE   180,082 0 0
FORD MTR CO DEL COM 345370860   3,645 345,157 SH   SOLE   345,157 0 0
FRANKLIN RES INC COM 354613101   2,831 140,480 SH   SOLE   140,480 0 0
GENERAL ELECTRIC CO COM 369604301   7,223 38,301 SH   SOLE   38,301 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107   1,784 19,012 SH   SOLE   19,012 0 0
GE VERNOVA INC COM 36828A101   2,441 9,575 SH   SOLE   9,575 0 0
GILEAD SCIENCES INC COM 375558103   2,851 34,000 SH   SOLE   34,000 0 0
GLOBE LIFE INC COM 37959E102   477 4,500 SH   SOLE   4,500 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   3,961 8,000 SH   SOLE   8,000 0 0
HALLIBURTON CO COM 406216101   232 8,000 SH   SOLE   8,000 0 0
HERSHEY CO COM 427866108   767 4,000 SH   SOLE   4,000 0 0
HONEYWELL INTL INC COM 438516106   2,915 14,100 SH   SOLE   14,100 0 0
HORMEL FOODS CORP COM 440452100   634 20,000 SH   SOLE   20,000 0 0
INTEL CORP COM 458140100   1,558 66,395 SH   SOLE   66,395 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   2,631 11,900 SH   SOLE   11,900 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101   389 3,707 SH   SOLE   3,707 0 0
INVESCO LTD SHS G491BT108   4,485 255,393 SH   SOLE   255,393 0 0
ITT INC COM 45073V108   748 5,000 SH   SOLE   5,000 0 0
JOHNSON & JOHNSON COM 478160104   4,684 28,900 SH   SOLE   28,900 0 0
JPMORGAN CHASE & CO COM 46625H100   7,443 35,296 SH   SOLE   35,296 0 0
KEYCORP NEW COM 493267108   503 30,000 SH   SOLE   30,000 0 0
LOEWS CORP COM 540424108   530 6,700 SH   SOLE   6,700 0 0
LOWES COS INC COM 548661107   4,149 15,320 SH   SOLE   15,320 0 0
LUMEN TECHNOLOGIES INC COM 550241103   1,775 250,000 SH   SOLE   250,000 0 0
MANULIFE FINL CORP COM 56501R106   739 25,000 SH   SOLE   25,000 0 0
MARATHON OIL CORP COM 565849106   2,640 99,143 SH   SOLE   99,143 0 0
MASTERCARD INCORPORATED CL A 57636Q104   5,841 11,829 SH   SOLE   11,829 0 0
MERCK & CO INC COM 58933Y105   2,601 22,900 SH   SOLE   22,900 0 0
FACEBOOK INC CL A 30303M102   12,880 22,500 SH   SOLE   22,500 0 0
METLIFE INC COM 59156R108   1,237 15,000 SH   SOLE   15,000 0 0
MICRON TECHNOLOGY INC COM 595112103   2,053 19,800 SH   SOLE   19,800 0 0
MICROSOFT CORP COM 594918104   14,760 34,302 SH   SOLE   34,302 0 0
MORGAN STANLEY COM NEW 617446448   3,127 30,000 SH   SOLE   30,000 0 0
NIKE INC CL B 654106103   1,326 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   451 3,000 SH   SOLE   3,000 0 0
NVIDIA CORP COM 67066G104   44,412 365,710 SH   SOLE   365,710 0 0
OCCIDENTAL PETE CORP DEL COM 674599105   1,813 35,179 SH   SOLE   35,179 0 0
ORACLE CORP COM 68389X105   6,347 37,250 SH   SOLE   37,250 0 0
PARKER HANNIFIN CORP COM 701094104   1,580 2,500 SH   SOLE   2,500 0 0
PEPSICO INC COM 713448108   2,211 13,000 SH   SOLE   13,000 0 0
PFIZER INC COM 717081103   3,228 111,527 SH   SOLE   111,527 0 0
PHILIP MORRIS INTL INC COM 718172109   2,027 16,700 SH   SOLE   16,700 0 0
PINNACLE WEST CAP CORP COM 723484101   2,658 30,000 SH   SOLE   30,000 0 0
PITNEY BOWES INC COM 724479100   3,644 511,059 SH   SOLE   511,059 0 0
PNC FINL SVCS GROUP INC COM 693475105   1,849 10,000 SH   SOLE   10,000 0 0
PROGRESSIVE CORP OHIO COM 743315103   1,269 5,000 SH   SOLE   5,000 0 0
PRUDENTIAL FINL INC COM 744320102   1,635 13,500 SH   SOLE   13,500 0 0
PUBLIC STORAGE COM 74460D109   1,819 5,000 SH   SOLE   5,000 0 0
QUALCOMM INC COM 747525103   850 5,000 SH   SOLE   5,000 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101   1,212 10,000 SH   SOLE   10,000 0 0
SALESFORCE COM INC COM 79466L302   4,929 18,009 SH   SOLE   18,009 0 0
SHERWIN WILLIAMS CO COM 824348106   1,145 3,000 SH   SOLE   3,000 0 0
SHOPIFY INC CL A 82509L107   5,610 70,000 SH   SOLE   70,000 0 0
SIMON PPTY GROUP INC NEW COM 828806109   1,183 7,000 SH   SOLE   7,000 0 0
SOLVENTUM CORP COM SHS 83444M101   170 2,437 SH   SOLE   2,437 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   1,843 5,000 SH   SOLE   5,000 0 0
STANLEY BLACK & DECKER INC COM 854502101   330 3,000 SH   SOLE   3,000 0 0
STARBUCKS CORP COM 855244109   2,047 21,000 SH   SOLE   21,000 0 0
SYNCHRONY FINL COM 87165B103   6,588 132,073 SH   SOLE   132,073 0 0
TESLA INC COM 88160R101   1,774 6,782 SH   SOLE   6,782 0 0
TEXAS INSTRS INC COM 882508104   1,653 8,000 SH   SOLE   8,000 0 0
DISNEY WALT CO COM DISNEY 254687106   3,502 36,407 SH   SOLE   36,407 0 0
TJX COS INC NEW COM 872540109   3,056 26,000 SH   SOLE   26,000 0 0
TRANSOCEAN LTD REG SHS H8817H100   1,063 250,000 SH   SOLE   250,000 0 0
TRAVELERS COMPANIES INC COM 89417E109   1,639 7,000 SH   SOLE   7,000 0 0
UNITED PARCEL SERVICE INC CL B 911312106   1,609 11,800 SH   SOLE   11,800 0 0
UNITED STATES STL CORP NEW COM 912909108   1,332 37,700 SH   SOLE   37,700 0 0
UNITED HEALTH GROUP INC COM 91324P102   3,460 5,918 SH   SOLE   5,918 0 0
US BANCORP DEL COM NEW 902973304   549 12,000 SH   SOLE   12,000 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   4,144 92,263 SH   SOLE   92,263 0 0
VIATRIS INC COM 92556V106   180 15,476 SH   SOLE   15,476 0 0
VISA INC COM CL A 92826C839   4,777 17,375 SH   SOLE   17,375 0 0
W R BERKLEY CORPORATION COM 084423102   574 10,125 SH   SOLE   10,125 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108   269 30,000 SH   SOLE   30,000 0 0
WALMART INC COM 931142103   5,293 65,550 SH   SOLE   65,550 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104   114 13,760 SH   SOLE   13,760 0 0
WELLS FARGO CO NEW COM 949746101   4,974 88,052 SH   SOLE   88,052 0 0
WABTEC CORP COM 929740108   328 1,806 SH   SOLE   1,806 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101   1,046 15,000 SH   SOLE   15,000 0 0
OCCIDENTAL PETE CORP *W EXP 08/03/202 674599162   37 1,250 SH   SOLE   1,250 0 0