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
AIR PRODS & CHEMS INC COM 009158106 524 2,180 SH   SOLE   0 0 2,180
ALLSTATE CORP COM 020002101 222 1,752 SH   SOLE   0 0 1,752
ALPHABET INC CAP STK CL C 02079K107 2,170 992 SH   SOLE   0 0 992
ALPHABET INC CAP STK CL A 02079K305 266 122 SH   SOLE   0 0 122
AMAZON COM INC COM 023135106 2,844 26,777 SH   SOLE   0 0 26,777
AMERICAN EXPRESS CO COM 025816109 202 1,460 SH   SOLE   0 0 1,460
APPLE INC COM 037833100 10,613 77,625 SH   SOLE   0 0 77,625
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,886 14,232 SH   SOLE   0 0 14,232
BROADCOM INC COM 11135F101 2,680 5,517 SH   SOLE   0 0 5,517
CANADIAN NAT RES LTD COM 136385101 3,530 65,760 SH   SOLE   0 0 65,760
CELANESE CORP DEL COM 150870103 1,202 10,224 SH   SOLE   0 0 10,224
CHUBB LIMITED COM H1467J104 595 3,027 SH   SOLE   0 0 3,027
CISCO SYS INC COM 17275R102 487 11,432 SH   SOLE   0 0 11,432
CME GROUP INC COM 12572Q105 560 2,736 SH   SOLE   0 0 2,736
COMCAST CORP NEW CL A 20030N101 475 12,096 SH   SOLE   0 0 12,096
COMFORT SYS USA INC COM 199908104 1,801 21,662 SH   SOLE   0 0 21,662
CONOCOPHILLIPS COM 20825C104 1,821 20,276 SH   SOLE   0 0 20,276
COSTCO WHSL CORP NEW COM 22160K105 4,762 9,935 SH   SOLE   0 0 9,935
CROWN CASTLE INTL CORP NEW COM 22822V101 508 3,016 SH   SOLE   0 0 3,016
DARDEN RESTAURANTS INC COM 237194105 477 4,213 SH   SOLE   0 0 4,213
DEVON ENERGY CORP NEW COM 25179M103 551 9,996 SH   SOLE   0 0 9,996
DOLLAR GEN CORP NEW COM 256677105 2,719 11,078 SH   SOLE   0 0 11,078
EATON CORP PLC SHS G29183103 481 3,814 SH   SOLE   0 0 3,814
EDWARDS LIFESCIENCES CORP COM 28176E108 285 2,993 SH   SOLE   0 0 2,993
ENTERPRISE PRODS PARTNERS L COM 293792107 557 22,870 SH   SOLE   0 0 22,870
FIDUS INVT CORP COM 316500107 505 28,935 SH   SOLE   0 0 28,935
FIRST HORIZON CORPORATION COM 320517105 593 27,136 SH   SOLE   0 0 27,136
FIRST TR EXCH TRADED FD III PFD SECS INC ETF 33739E108 435 25,226 SH   SOLE   0 0 25,226
FIRST TR EXCHANGE TRAD FD VI FST TR GLB FD 33739H101 299 11,161 SH   SOLE   0 0 11,161
FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF 33733E104 4,788 68,464 SH   SOLE   0 0 68,464
GARMIN LTD SHS H2906T109 443 4,508 SH   SOLE   0 0 4,508
HALLIBURTON CO COM 406216101 286 9,104 SH   SOLE   0 0 9,104
HANESBRANDS INC COM 410345102 384 37,347 SH   SOLE   0 0 37,347
HOME DEPOT INC COM 437076102 2,965 10,809 SH   SOLE   0 0 10,809
INGEVITY CORP COM 45688C107 1,515 23,998 SH   SOLE   0 0 23,998
INTEL CORP COM 458140100 2,990 79,921 SH   SOLE   0 0 79,921
INTERCONTINENTAL EXCHANGE IN COM 45866F104 241 2,564 SH   SOLE   0 0 2,564
IQVIA HLDGS INC COM 46266C105 240 1,105 SH   SOLE   0 0 1,105
ISHARES INC CORE MSCI EMKT 46434G103 924 18,824 SH   SOLE   0 0 18,824
ISHARES TR CORE S&P SCP ETF 464287804 208 2,246 SH   SOLE   0 0 2,246
ISHARES TR CORE S&P MCP ETF 464287507 370 1,635 SH   SOLE   0 0 1,635
ISHARES TR CORE US AGGBD ET 464287226 239 2,350 SH   SOLE   0 0 2,350
ISHARES TR CORE MSCI EAFE 46432F842 581 9,866 SH   SOLE   0 0 9,866
ISHARES TR CORE 1 5 YR USD 46432F859 452 9,531 SH   SOLE   0 0 9,531
ISHARES TR U.S. MED DVC ETF 464288810 2,003 39,719 SH   SOLE   0 0 39,719
JOHNSON & JOHNSON COM 478160104 3,075 17,321 SH   SOLE   0 0 17,321
JPMORGAN CHASE & CO COM 46625H100 4,067 36,118 SH   SOLE   0 0 36,118
L3HARRIS TECHNOLOGIES INC COM 502431109 2,468 10,210 SH   SOLE   0 0 10,210
LAUDER ESTEE COS INC CL A 518439104 216 847 SH   SOLE   0 0 847
LULULEMON ATHLETICA INC COM 550021109 1,652 6,059 SH   SOLE   0 0 6,059
MARATHON PETE CORP COM 56585A102 618 7,523 SH   SOLE   0 0 7,523
MEDTRONIC PLC SHS G5960L103 459 5,119 SH   SOLE   0 0 5,119
MERCK & CO INC COM 58933Y105 654 7,172 SH   SOLE   0 0 7,172
MICROSOFT CORP COM 594918104 952 3,705 SH   SOLE   0 0 3,705
MKS INSTRS INC COM 55306N104 1,474 14,366 SH   SOLE   0 0 14,366
MOTOROLA SOLUTIONS INC COM NEW 620076307 546 2,606 SH   SOLE   0 0 2,606
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 560 7,546 SH   SOLE   0 0 7,546
NVIDIA CORPORATION COM 67066G104 2,229 14,704 SH   SOLE   0 0 14,704
OCCIDENTAL PETE CORP COM 674599105 1,383 23,493 SH   SOLE   0 0 23,493
OLD DOMINION FREIGHT LINE IN COM 679580100 2,373 9,260 SH   SOLE   0 0 9,260
PIONEER NAT RES CO COM 723787107 1,923 8,620 SH   SOLE   0 0 8,620
RAYMOND JAMES FINL INC COM 754730109 3,702 41,399 SH   SOLE   0 0 41,399
ROPER TECHNOLOGIES INC COM 776696106 229 581 SH   SOLE   0 0 581
SALESFORCE INC COM 79466L302 329 1,993 SH   SOLE   0 0 1,993
SELECT SECTOR SPDR TR ENERGY 81369Y506 6,224 86,968 SH   SOLE   0 0 86,968
SKYWORKS SOLUTIONS INC COM 83088M102 1,099 11,861 SH   SOLE   0 0 11,861
SPDR S&P 500 ETF TR TR UNIT 78462F103 612 1,621 SH   SOLE   0 0 1,621
STARBUCKS CORP COM 855244109 1,973 25,832 SH   SOLE   0 0 25,832
STERIS PLC SHS USD G8473T100 227 1,103 SH   SOLE   0 0 1,103
SYSCO CORP COM 871829107 1,971 23,263 SH   SOLE   0 0 23,263
TESLA INC COM 88160R101 3,335 4,953 SH   SOLE   0 0 4,953
THERMO FISHER SCIENTIFIC INC COM 883556102 1,792 3,299 SH   SOLE   0 0 3,299
TRACTOR SUPPLY CO COM 892356106 504 2,602 SH   SOLE   0 0 2,602
UNION PAC CORP COM 907818108 3,219 15,091 SH   SOLE   0 0 15,091
UNITEDHEALTH GROUP INC COM 91324P102 292 568 SH   SOLE   0 0 568
VANECK ETF TRUST AGRIBUSINESS ETF 92189F700 8,752 101,179 SH   SOLE   0 0 101,179
VANECK ETF TRUST OIL SERVICES ETF 92189H607 382 1,643 SH   SOLE   0 0 1,643
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1,379 3,974 SH   SOLE   0 0 3,974
VANGUARD INDEX FDS GROWTH ETF 922908736 1,750 7,854 SH   SOLE   0 0 7,854
VANGUARD INDEX FDS VALUE ETF 922908744 2,741 20,782 SH   SOLE   0 0 20,782
VERIZON COMMUNICATIONS INC COM 92343V104 575 11,320 SH   SOLE   0 0 11,320
VISA INC COM CL A 92826C839 3,065 15,569 SH   SOLE   0 0 15,569
WALMART INC COM 931142103 497 4,091 SH   SOLE   0 0 4,091
WESTROCK CO COM 96145D105 2,694 67,625 SH   SOLE   0 0 67,625
ZOETIS INC CL A 98978V103 2,067 12,023 SH   SOLE   0 0 12,023