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   1,484 9,750 SH   SOLE   9,750 0 0
ABBOTT LABS COM 002824100   2,639 19,400 SH   SOLE   19,400 0 0
ABBVIE INC COM 00287Y109   5,179 27,900 SH   SOLE   27,900 0 0
ADVANCED MICRO DEVICES INC COM 007903107   6,856 48,318 SH   SOLE   48,318 0 0
AFLAC INC COM 001055102   2,172 20,600 SH   SOLE   20,600 0 0
ALPHABET INC CAP STK CL C 02079K107   8,170 46,055 SH   SOLE   46,055 0 0
ALPHABET INC CAP STK CL A 02079K305   5,488 31,140 SH   SOLE   31,140 0 0
AMAZON COM INC COM 023135106   21,235 96,793 SH   SOLE   96,793 0 0
AMERICAN EXPRESS CO COM 025816109   3,509 11,000 SH   SOLE   11,000 0 0
AMERICAN INTL GROUP INC COM NEW 026874784   1,635 19,100 SH   SOLE   19,100 0 0
AMGEN INC COM 031162100   3,800 13,609 SH   SOLE   13,609 0 0
ANALOG DEVICES INC COM 032654105   952 4,000 SH   SOLE   4,000 0 0
APA CORPORATION COM 03743Q108   457 25,000 SH   SOLE   25,000 0 0
APPLE INC COM 037833100   16,653 81,169 SH   SOLE   81,169 0 0
AT&T INC COM 00206R102   2,711 93,689 SH   SOLE   93,689 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103   3,084 10,000 SH   SOLE   10,000 0 0
BANK AMER CORP COM 060505104   717 15,147 SH   SOLE   15,147 0 0
BANK NEW YORK MELLON CORP COM 064058100   1,719 18,872 SH   SOLE   18,872 0 0
BAUSCH HEALTH COS INC COM 071734107   666 100,000 SH   SOLE   100,000 0 0
BAXTER INTL INC COM 071813109   878 29,000 SH   SOLE   29,000 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   12,873 26,500 SH   SOLE   26,500 0 0
BIOGEN INC COM 09062X103   722 5,750 SH   SOLE   5,750 0 0
BLACKBERRY LTD COM 09228F103   229 50,000 SH   SOLE   50,000 0 0
BOEING CO COM 097023105   1,830 8,735 SH   SOLE   8,735 0 0
BRISTOL MYERS SQUIBB CO COM 110122108   1,662 35,899 SH   SOLE   35,899 0 0
CARRIER GLOBAL CORPORATION COM 14448C104   732 10,000 SH   SOLE   10,000 0 0
CATERPILLAR INC DEL COM 149123101   3,028 7,800 SH   SOLE   7,800 0 0
CHEVRON CORP NEW COM 166764100   3,179 22,200 SH   SOLE   22,200 0 0
CIENA CORP COM NEW 171779309   997 12,255 SH   SOLE   12,255 0 0
CISCO SYS INC COM 17275R102   1,841 26,540 SH   SOLE   26,540 0 0
CITIGROUP INC COM NEW 172967424   5,232 61,471 SH   SOLE   61,471 0 0
COLGATE PALMOLIVE CO COM 194162103   945 10,400 SH   SOLE   10,400 0 0
COMCAST CORP NEW CL A 20030N101   3,141 88,000 SH   SOLE   88,000 0 0
CONOCOPHILLIPS COM 20825C104   3,705 41,281 SH   SOLE   41,281 0 0
CORTEVA INC COM 22052L104   732 9,828 SH   SOLE   9,828 0 0
COSTCO WHSL CORP NEW COM 22160K105   4,966 5,016 SH   SOLE   5,016 0 0
CVS HEALTH CORP COM 126650100   116 1,675 SH   SOLE   1,675 0 0
DEERE & CO COM 244199105   3,000 5,900 SH   SOLE   5,900 0 0
DELL TECHNOLOGIES INC CL C 24703L202   852 6,946 SH   SOLE   6,946 0 0
DEUTSCHE BANK AG NAMEN AKT D18190898   439 15,000 SH   SOLE   15,000 0 0
DOW INC COM 260557103   260 9,828 SH   SOLE   9,828 0 0
DUPONT DE NEMOURS INC COM 26614N102   320 4,665 SH   SOLE   4,665 0 0
EMERSON ELEC CO COM 291011104   24 178 SH   SOLE   178 0 0
EOG RES INC COM 26875P101   718 6,000 SH   SOLE   6,000 0 0
EXXON MOBIL CORP COM 30231G102   6,691 62,066 SH   SOLE   62,066 0 0
FIRST HORIZON NATL CORP COM 320517105   3,818 180,082 SH   SOLE   180,082 0 0
FORD MTR CO DEL COM 345370860   3,745 345,157 SH   SOLE   345,157 0 0
FRANKLIN RES INC COM 354613101   3,350 140,480 SH   SOLE   140,480 0 0
GENERAL ELECTRIC CO COM 369604301   9,858 38,301 SH   SOLE   38,301 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107   1,408 19,012 SH   SOLE   19,012 0 0
GE VERNOVA INC COM 36828A101   5,067 9,575 SH   SOLE   9,575 0 0
GILEAD SCIENCES INC COM 375558103   998 9,000 SH   SOLE   9,000 0 0
GLOBE LIFE INC COM 37959E102   559 4,500 SH   SOLE   4,500 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   5,662 8,000 SH   SOLE   8,000 0 0
HALLIBURTON CO COM 406216101   163 8,000 SH   SOLE   8,000 0 0
HERSHEY CO COM 427866108   664 4,000 SH   SOLE   4,000 0 0
HONEYWELL INTL INC COM 438516106   3,284 14,100 SH   SOLE   14,100 0 0
HORMEL FOODS CORP COM 440452100   605 20,000 SH   SOLE   20,000 0 0
INTEL CORP COM 458140100   1,487 66,395 SH   SOLE   66,395 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   3,508 11,900 SH   SOLE   11,900 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101   273 3,707 SH   SOLE   3,707 0 0
INVESCO LTD SHS G491BT108   4,028 255,393 SH   SOLE   255,393 0 0
ITT INC COM 45073V108   784 5,000 SH   SOLE   5,000 0 0
JOHNSON & JOHNSON COM 478160104   4,414 28,900 SH   SOLE   28,900 0 0
JPMORGAN CHASE & CO COM 46625H100   10,233 35,296 SH   SOLE   35,296 0 0
KEYCORP NEW COM 493267108   523 30,000 SH   SOLE   30,000 0 0
LOEWS CORP COM 540424108   614 6,700 SH   SOLE   6,700 0 0
LOWES COS INC COM 548661107   3,399 15,320 SH   SOLE   15,320 0 0
LUMEN TECHNOLOGIES INC COM 550241103   1,095 250,000 SH   SOLE   250,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104   6,647 11,829 SH   SOLE   11,829 0 0
MERCK & CO INC COM 58933Y105   1,813 22,900 SH   SOLE   22,900 0 0
FACEBOOK INC CL A 30303M102   16,607 22,500 SH   SOLE   22,500 0 0
METLIFE INC COM 59156R108   1,206 15,000 SH   SOLE   15,000 0 0
MICRON TECHNOLOGY INC COM 595112103   2,440 19,800 SH   SOLE   19,800 0 0
MICROSOFT CORP COM 594918104   17,062 34,302 SH   SOLE   34,302 0 0
MORGAN STANLEY COM NEW 617446448   4,226 30,000 SH   SOLE   30,000 0 0
NIKE INC CL B 654106103   1,066 15,000 SH   SOLE   15,000 0 0
NOV INC COM 62955J103   149 12,000 SH   SOLE   12,000 0 0
NUCOR CORP COM 670346105   389 3,000 SH   SOLE   3,000 0 0
NVIDIA CORP COM 67066G104   43,638 276,210 SH   SOLE   276,210 0 0
OCCIDENTAL PETE CORP DEL COM 674599105   5,101 121,429 SH   SOLE   121,429 0 0
ORACLE CORP COM 68389X105   8,144 37,250 SH   SOLE   37,250 0 0
PARKER HANNIFIN CORP COM 701094104   1,746 2,500 SH   SOLE   2,500 0 0
PEPSICO INC COM 713448108   1,717 13,000 SH   SOLE   13,000 0 0
PFIZER INC COM 717081103   2,703 111,527 SH   SOLE   111,527 0 0
PINNACLE WEST CAP CORP COM 723484101   2,684 30,000 SH   SOLE   30,000 0 0
PITNEY BOWES INC COM 724479100   5,576 511,059 SH   SOLE   511,059 0 0
PNC FINL SVCS GROUP INC COM 693475105   1,864 10,000 SH   SOLE   10,000 0 0
PROGRESSIVE CORP OHIO COM 743315103   1,334 5,000 SH   SOLE   5,000 0 0
PRUDENTIAL FINL INC COM 744320102   1,450 13,500 SH   SOLE   13,500 0 0
PUBLIC STORAGE COM 74460D109   1,467 5,000 SH   SOLE   5,000 0 0
QUALCOMM INC COM 747525103   796 5,000 SH   SOLE   5,000 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101   1,460 10,000 SH   SOLE   10,000 0 0
SALESFORCE COM INC COM 79466L302   11,728 43,009 SH   SOLE   43,009 0 0
SHERWIN WILLIAMS CO COM 824348106   1,030 3,000 SH   SOLE   3,000 0 0
SHOPIFY INC CL A 82509L107   8,075 70,000 SH   SOLE   70,000 0 0
SIMON PPTY GROUP INC NEW COM 828806109   1,125 7,000 SH   SOLE   7,000 0 0
SOLVENTUM CORP COM SHS 83444M101   185 2,438 SH   SOLE   2,438 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   3,837 5,000 SH   SOLE   5,000 0 0
STANLEY BLACK & DECKER INC COM 854502101   203 3,000 SH   SOLE   3,000 0 0
STARBUCKS CORP COM 855244109   1,924 21,000 SH   SOLE   21,000 0 0
SYNCHRONY FINL COM 87165B103   8,815 132,073 SH   SOLE   132,073 0 0
TESLA INC COM 88160R101   2,154 6,782 SH   SOLE   6,782 0 0
TEXAS INSTRS INC COM 882508104   1,661 8,000 SH   SOLE   8,000 0 0
ALLSTATE CORP COM 020002101   2,778 13,800 SH   SOLE   13,800 0 0
COCA COLA CO COM 191216100   2,618 37,000 SH   SOLE   37,000 0 0
DISNEY WALT CO COM DISNEY 254687106   4,515 36,407 SH   SOLE   36,407 0 0
TJX COS INC NEW COM 872540109   3,211 26,000 SH   SOLE   26,000 0 0
TRANSOCEAN LTD REG SHS H8817H100   648 250,000 SH   SOLE   250,000 0 0
TRAVELERS COMPANIES INC COM 89417E109   1,873 7,000 SH   SOLE   7,000 0 0
UNITED PARCEL SERVICE INC CL B 911312106   1,191 11,800 SH   SOLE   11,800 0 0
UNITED HEALTH GROUP INC COM 91324P102   1,846 5,918 SH   SOLE   5,918 0 0
US BANCORP DEL COM NEW 902973304   543 12,000 SH   SOLE   12,000 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   2,910 67,263 SH   SOLE   67,263 0 0
VIATRIS INC COM 92556V106   138 15,476 SH   SOLE   15,476 0 0
VISA INC COM CL A 92826C839   6,169 17,375 SH   SOLE   17,375 0 0
W R BERKLEY CORPORATION COM 084423102   744 10,125 SH   SOLE   10,125 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108   172 15,000 SH   SOLE   15,000 0 0
WALMART INC COM 931142103   6,409 65,550 SH   SOLE   65,550 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104   158 13,760 SH   SOLE   13,760 0 0
WELLS FARGO CO NEW COM 949746101   7,055 88,052 SH   SOLE   88,052 0 0
WABTEC CORP COM 929740108   378 1,806 SH   SOLE   1,806 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101   1,170 15,000 SH   SOLE   15,000 0 0