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
EATON CORP PLC SHS G29183103   10,690,196 32,212 SH   SOLE   0 0 32,212
ACADEMY SPORTS & OUTDOORS IN COM 00402L107   287,650 5,000 SH   SOLE   0 0 5,000
AIR PRODS & CHEMS INC COM 009158106   5,361,679 18,486 SH   SOLE   0 0 18,486
AMAZON COM INC COM 023135106   390,514 1,780 SH   SOLE   0 0 1,780
APPLE INC COM 037833100   16,233,477 64,825 SH   SOLE   0 0 64,825
AUTOMATIC DATA PROCESSING IN COM 053015103   6,190,069 21,146 SH   SOLE   0 0 21,146
BANK AMERICA CORP COM 060505104   791,320 18,005 SH   SOLE   0 0 18,005
BROWN & BROWN INC COM 115236101   9,869,619 96,742 SH   SOLE   0 0 96,742
CATERPILLAR INC COM 149123101   406,291 1,120 SH   SOLE   0 0 1,120
CHEVRON CORP NEW COM 166764100   5,121,542 35,360 SH   SOLE   0 0 35,360
COMMERCIAL METALS CO COM 201723103   248,000 5,000 SH   SOLE   0 0 5,000
CONOCOPHILLIPS COM 20825C104   204,885 2,066 SH   SOLE   0 0 2,066
DEERE & CO COM 244199105   8,089,704 19,093 SH   SOLE   0 0 19,093
ENERGY TRANSFER L P COM UT LTD PTN 29273V100   571,871 29,192 SH   SOLE   0 0 29,192
ENLINK MIDSTREAM LLC COM UNIT REP LTD 29336T100   283,000 20,000 SH   SOLE   0 0 20,000
EXXON MOBIL CORP COM 30231G102   1,957,129 18,194 SH   SOLE   0 0 18,194
GRAINGER W W INC COM 384802104   8,468,238 8,034 SH   SOLE   0 0 8,034
HONEYWELL INTL INC COM 438516106   402,310 1,781 SH   SOLE   0 0 1,781
ISHARES TR 0-3 MNTH TREASRY 46436E718   202,145 2,015 SH   SOLE   0 0 2,015
JOHNSON & JOHNSON COM 478160104   6,498,066 44,932 SH   SOLE   0 0 44,932
KIMBERLY-CLARK CORP COM 494368103   3,396,819 25,922 SH   SOLE   0 0 25,922
KROGER CO COM 501044101   5,075,572 83,002 SH   SOLE   0 0 83,002
L3HARRIS TECHNOLOGIES INC COM 502431109   5,303,472 25,221 SH   SOLE   0 0 25,221
MATADOR RES CO COM 576485205   2,859,527 50,827 SH   SOLE   0 0 50,827
MCCORMICK & CO INC COM NON VTG 579780206   4,533,688 59,466 SH   SOLE   0 0 59,466
MCDONALDS CORP COM 580135101   5,439,786 18,765 SH   SOLE   0 0 18,765
MICROSOFT CORP COM 594918104   1,401,909 3,326 SH   SOLE   0 0 3,326
NEXTERA ENERGY INC COM 65339F101   5,666,019 79,035 SH   SOLE   0 0 79,035
NVIDIA CORPORATION COM 67066G104   2,730,116 20,330 SH   SOLE   0 0 20,330
ONEOK INC NEW COM 682680103   502,000 5,000 SH   SOLE   0 0 5,000
ORACLE CORP COM 68389X105   10,273,189 61,649 SH   SOLE   0 0 61,649
PEPSICO INC COM 713448108   4,053,920 26,660 SH   SOLE   0 0 26,660
PHILLIPS 66 COM 718546104   201,314 1,767 SH   SOLE   0 0 1,767
QUALCOMM INC COM 747525103   8,716,860 56,743 SH   SOLE   0 0 56,743
SPDR S&P 500 ETF TR TR UNIT 78462F103   2,348,423 4,007 SH   SOLE   0 0 4,007
SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109   1,242,460 2,920 SH   SOLE   0 0 2,920
THE TRADE DESK INC COM CL A 88339J105   381,973 3,250 SH   SOLE   0 0 3,250
TRACTOR SUPPLY CO COM 892356106   955,080 18,000 SH   SOLE   0 0 18,000
TRINITY INDS INC COM 896522109   631,800 18,000 SH   SOLE   0 0 18,000
USA COMPRESSION PARTNERS LP COMUNIT LTDPAR 90290N109   282,720 12,000 SH   SOLE   0 0 12,000
UNITED PARCEL SERVICE INC CL B 911312106   228,998 1,816 SH   SOLE   0 0 1,816
VERIZON COMMUNICATIONS INC COM 92343V104   3,328,808 83,241 SH   SOLE   0 0 83,241
VISA INC COM CL A 92826C839   7,424,412 23,492 SH   SOLE   0 0 23,492
WALMART INC COM 931142103   7,949,535 87,986 SH   SOLE   0 0 87,986
WELLS FARGO CO NEW COM 949746101   289,951 4,128 SH   SOLE   0 0 4,128