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
AIR PRODS & CHEMS INC COM 009158106   642,246 2,259 SH   SOLE   0 0 2,259
ALPHABET INC CAP STK CL C 02079K107   3,788,123 27,155 SH   SOLE   0 0 27,155
AMAZON COM INC COM 023135106   5,575,462 43,470 SH   SOLE   0 0 43,470
U HAUL HOLDING COMPANY COM SER N 023586506   1,425,926 27,469 SH   SOLE   0 0 27,469
APPLE INC COM 037833100   1,262,581 7,054 SH   SOLE   0 0 7,054
AUTOZONE INC COM 053332102   15,184,386 5,920 SH   SOLE   0 0 5,920
BANK AMERICA CORP COM 060505104   2,472,950 93,993 SH   SOLE   0 0 93,993
CSX CORP COM 126408103   783,546 25,211 SH   SOLE   0 0 25,211
CANADIAN NATL RY CO COM 136375102   1,310,435 12,082 SH   SOLE   0 0 12,082
CANADIAN PACIFIC KANSAS CITY COM 13646K108   3,919,339 53,536 SH   SOLE   0 0 53,536
CATERPILLAR INC COM 149123101   801,837 2,956 SH   SOLE   0 0 2,956
CENTERPOINT ENERGY INC COM 15189T107   988,195 36,211 SH   SOLE   0 0 36,211
CHENIERE ENERGY INC COM NEW 16411R208   331,973 1,967 SH   SOLE   0 0 1,967
CHEVRON CORP NEW COM 166764100   3,542,963 21,251 SH   SOLE   0 0 21,251
COCA COLA CO COM 191216100   241,182 4,561 SH   SOLE   0 0 4,561
DEERE & CO COM 244199105   1,375,391 3,592 SH   SOLE   0 0 3,592
EXXON MOBIL CORP COM 30231G102   9,460,688 85,293 SH   SOLE   0 0 85,293
INSPERITY INC COM 45778Q107   671,391 6,813 SH   SOLE   0 0 6,813
KINDER MORGAN INC DEL COM 49456B101   1,379,511 82,310 SH   SOLE   0 0 82,310
LKQ CORP COM 501889208   1,326,305 26,373 SH   SOLE   0 0 26,373
ELI LILLY & CO COM 532457108   827,652 1,448 SH   SOLE   0 0 1,448
LINCOLN ELEC HLDGS INC COM 533900106   221,664 1,200 SH   SOLE   0 0 1,200
LOWES COS INC COM 548661107   6,681,498 33,284 SH   SOLE   0 0 33,284
MASTERCARD INCORPORATED CL A 57636Q104   11,932,441 30,229 SH   SOLE   0 0 30,229
MCDONALDS CORP COM 580135101   616,239 2,466 SH   SOLE   0 0 2,466
MERCK & CO INC COM 58933Y105   213,703 2,045 SH   SOLE   0 0 2,045
MICROSOFT CORP COM 594918104   282,942 858 SH   SOLE   0 0 858
OCCIDENTAL PETE CORP COM 674599105   1,653,277 25,760 SH   SOLE   0 0 25,760
PPG INDS INC COM 693506107   3,210,109 24,931 SH   SOLE   0 0 24,931
PUBLIC STORAGE COM 74460D109   5,734,980 21,207 SH   SOLE   0 0 21,207
RAYMOND JAMES FINL INC COM 754730109   574,282 5,772 SH   SOLE   0 0 5,772
S&P GLOBAL INC COM 78409V104   2,546,967 6,950 SH   SOLE   0 0 6,950
SHERWIN WILLIAMS CO COM 824348106   4,792,538 19,032 SH   SOLE   0 0 19,032
STARBUCKS CORP COM 855244109   2,656,611 28,664 SH   SOLE   0 0 28,664
TEXAS INSTRS INC COM 882508104   1,315,238 8,392 SH   SOLE   0 0 8,392
TEXAS ROADHOUSE INC COM 882681109   4,628,782 48,227 SH   SOLE   0 0 48,227
TRACTOR SUPPLY CO COM 892356106   5,147,252 25,244 SH   SOLE   0 0 25,244
ULTA BEAUTY INC COM 90384S303   590,071 1,519 SH   SOLE   0 0 1,519
UNION PAC CORP COM 907818108   6,608,916 32,349 SH   SOLE   0 0 32,349
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742   298,902 3,203 SH   SOLE   0 0 3,203
VISA INC COM CL A 92826C839   11,683,386 49,835 SH   SOLE   0 0 49,835
YUM BRANDS INC COM 988498101   2,446,930 20,578 SH   SOLE   0 0 20,578