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
ADVANCED MICRO DEVICES INC COM 007903107 1,154 12,030 SH   SOLE 0 0 0 12,030
ALPHABET INC CAP STK CL C 02079K107 2,634 22,297 SH   SOLE 0 0 0 22,297
BANCORP INC DEL COM 05969A105 1,216 49,609 SH   SOLE 0 0 0 49,609
CHART INDS INC COM 16115Q308 1,227 6,254 SH   SOLE 0 0 0 6,254
CHEMOURS CO COM 163851108 912 24,813 SH   SOLE 0 0 0 24,813
CHENIERE ENERGY INC COM NEW 16411R208 1,529 9,218 SH   SOLE 0 0 0 9,218
CIGNA CORP NEW COM 125523100 1,242 4,239 SH   SOLE 0 0 0 4,239
DIAMONDBACK ENERGY INC COM 25278X109 1,233 9,459 SH   SOLE 0 0 0 9,459
EXXON MOBIL CORP COM 30231G102 2,277 24,198 SH   SOLE 0 0 0 24,198
FEDEX CORP COM 31428X106 1,420 6,126 SH   SOLE 0 0 0 6,126
FISERV INC COM 337738108 1,505 13,744 SH   SOLE 0 0 0 13,744
FLUOR CORP NEW COM 343412102 1,235 45,832 SH   SOLE 0 0 0 45,832
GOLDMAN SACHS ETF TR ACCES TREASURY 381430529 41,278 413,384 SH   SOLE 0 0 0 413,384
HALOZYME THERAPEUTICS INC COM 40637H109 510 12,066 SH   SOLE 0 0 0 12,066
HARMONY BIOSCIENCES HLDGS IN COM 413197104 559 11,884 SH   SOLE 0 0 0 11,884
INTERNATIONAL MNY EXPRESS IN COM 46005L101 1,215 47,735 SH   SOLE 0 0 0 47,735
ISHARES TR 0-5 YR TIPS ETF 46429B747 3,203 31,666 SH   SOLE 0 0 0 31,666
ISHARES TR RUSSELL 3000 ETF 464287689 5,458 22,333 SH   SOLE 0 0 0 22,333
MASTERCARD INCORPORATED CL A 57636Q104 809 2,283 SH   SOLE 0 0 0 2,283
MICROSOFT CORP COM 594918104 2,709 9,467 SH   SOLE 0 0 0 9,467
MOLINA HEALTHCARE INC COM 60855R100 881 2,656 SH   SOLE 0 0 0 2,656
OREILLY AUTOMOTIVE INC COM 67103H107 1,380 1,873 SH   SOLE 0 0 0 1,873
PAYPAL HLDGS INC COM 70450Y103 1,270 13,151 SH   SOLE 0 0 0 13,151
POST HLDGS INC COM 737446104 874 9,825 SH   SOLE 0 0 0 9,825
STERLING INFRASTRUCTURE INC COM 859241101 950 36,022 SH   SOLE 0 0 0 36,022
STOCK YDS BANCORP INC COM 861025104 593 8,397 SH   SOLE 0 0 0 8,397
T-MOBILE US INC COM 872590104 1,183 8,084 SH   SOLE 0 0 0 8,084
UNITEDHEALTH GROUP INC COM 91324P102 2,229 4,066 SH   SOLE 0 0 0 4,066
VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 3,324 56,617 SH   SOLE 0 0 0 56,617