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 706 3,033 SH   SOLE   0 0 3,033
ALLSTATE CORP COM 020002101 248 1,990 SH   SOLE   0 0 1,990
ALPHABET INC CAP STK CL C 02079K107 1,959 20,379 SH   SOLE   0 0 20,379
ALPHABET INC CAP STK CL A 02079K305 251 2,619 SH   SOLE   0 0 2,619
AMAZON COM INC COM 023135106 3,109 27,512 SH   SOLE   0 0 27,512
APPLE INC COM 037833100 11,099 80,308 SH   SOLE   0 0 80,308
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,898 14,600 SH   SOLE   0 0 14,600
BROADCOM INC COM 11135F101 2,756 6,207 SH   SOLE   0 0 6,207
CANADIAN NAT RES LTD COM 136385101 3,401 73,038 SH   SOLE   0 0 73,038
CELANESE CORP DEL COM 150870103 1,387 15,358 SH   SOLE   0 0 15,358
CHUBB LIMITED COM H1467J104 762 4,190 SH   SOLE   0 0 4,190
CISCO SYS INC COM 17275R102 665 16,615 SH   SOLE   0 0 16,615
CME GROUP INC COM 12572Q105 689 3,887 SH   SOLE   0 0 3,887
COMCAST CORP NEW CL A 20030N101 553 18,854 SH   SOLE   0 0 18,854
COMFORT SYS USA INC COM 199908104 2,133 21,919 SH   SOLE   0 0 21,919
CONOCOPHILLIPS COM 20825C104 2,181 21,312 SH   SOLE   0 0 21,312
COSTCO WHSL CORP NEW COM 22160K105 4,759 10,077 SH   SOLE   0 0 10,077
CROWN CASTLE INC COM 22822V101 596 4,121 SH   SOLE   0 0 4,121
DARDEN RESTAURANTS INC COM 237194105 758 6,000 SH   SOLE   0 0 6,000
DEVON ENERGY CORP NEW COM 25179M103 737 12,263 SH   SOLE   0 0 12,263
DOLLAR GEN CORP NEW COM 256677105 2,680 11,172 SH   SOLE   0 0 11,172
EATON CORP PLC SHS G29183103 719 5,388 SH   SOLE   0 0 5,388
EDWARDS LIFESCIENCES CORP COM 28176E108 272 3,292 SH   SOLE   0 0 3,292
ENTERPRISE PRODS PARTNERS L COM 293792107 733 30,807 SH   SOLE   0 0 30,807
FIDUS INVT CORP COM 316500107 671 39,040 SH   SOLE   0 0 39,040
FIRST HORIZON CORPORATION COM 320517105 797 34,797 SH   SOLE   0 0 34,797
FIRST TR EXCH TRADED FD III PFD SECS INC ETF 33739E108 397 23,795 SH   SOLE   0 0 23,795
FIRST TR EXCHANGE TRAD FD VI FST TR GLB FD 33739H101 303 11,953 SH   SOLE   0 0 11,953
FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF 33733E104 3,544 53,363 SH   SOLE   0 0 53,363
GARMIN LTD SHS H2906T109 549 6,833 SH   SOLE   0 0 6,833
HALLIBURTON CO COM 406216101 251 10,193 SH   SOLE   0 0 10,193
HOME DEPOT INC COM 437076102 3,285 11,904 SH   SOLE   0 0 11,904
INGEVITY CORP COM 45688C107 1,484 24,478 SH   SOLE   0 0 24,478
INTEL CORP COM 458140100 2,143 83,168 SH   SOLE   0 0 83,168
INTERCONTINENTAL EXCHANGE IN COM 45866F104 259 2,862 SH   SOLE   0 0 2,862
IQVIA HLDGS INC COM 46266C105 219 1,211 SH   SOLE   0 0 1,211
ISHARES INC CORE MSCI EMKT 46434G103 813 18,905 SH   SOLE   0 0 18,905
ISHARES TR CORE MSCI EAFE 46432F842 553 10,501 SH   SOLE   0 0 10,501
ISHARES TR CORE US AGGBD ET 464287226 218 2,258 SH   SOLE   0 0 2,258
ISHARES TR CORE S&P SCP ETF 464287804 203 2,330 SH   SOLE   0 0 2,330
ISHARES TR U.S. MED DVC ETF 464288810 1,909 40,467 SH   SOLE   0 0 40,467
ISHARES TR CORE S&P MCP ETF 464287507 369 1,681 SH   SOLE   0 0 1,681
ISHARES TR CORE 1 5 YR USD 46432F859 419 9,086 SH   SOLE   0 0 9,086
JOHNSON & JOHNSON COM 478160104 3,132 19,171 SH   SOLE   0 0 19,171
JPMORGAN CHASE & CO COM 46625H100 4,134 39,562 SH   SOLE   0 0 39,562
L3HARRIS TECHNOLOGIES INC COM 502431109 2,397 11,534 SH   SOLE   0 0 11,534
LAUDER ESTEE COS INC CL A 518439104 203 941 SH   SOLE   0 0 941
LULULEMON ATHLETICA INC COM 550021109 1,730 6,187 SH   SOLE   0 0 6,187
MARATHON PETE CORP COM 56585A102 867 8,729 SH   SOLE   0 0 8,729
MEDTRONIC PLC SHS G5960L103 607 7,515 SH   SOLE   0 0 7,515
MERCK & CO INC COM 58933Y105 839 9,747 SH   SOLE   0 0 9,747
MICROSOFT CORP COM 594918104 1,074 4,610 SH   SOLE   0 0 4,610
MKS INSTRS INC COM 55306N104 1,288 15,591 SH   SOLE   0 0 15,591
MOTOROLA SOLUTIONS INC COM NEW 620076307 777 3,468 SH   SOLE   0 0 3,468
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 704 9,736 SH   SOLE   0 0 9,736
NVIDIA CORPORATION COM 67066G104 1,843 15,182 SH   SOLE   0 0 15,182
OCCIDENTAL PETE CORP COM 674599105 1,493 24,291 SH   SOLE   0 0 24,291
OLD DOMINION FREIGHT LINE IN COM 679580100 2,345 9,424 SH   SOLE   0 0 9,424
PIONEER NAT RES CO COM 723787107 2,015 9,306 SH   SOLE   0 0 9,306
RAYMOND JAMES FINL INC COM 754730109 4,140 41,898 SH   SOLE   0 0 41,898
SALESFORCE INC COM 79466L302 286 1,990 SH   SOLE   0 0 1,990
SELECT SECTOR SPDR TR ENERGY 81369Y506 6,519 90,488 SH   SOLE   0 0 90,488
SKYWORKS SOLUTIONS INC COM 83088M102 1,057 12,397 SH   SOLE   0 0 12,397
SPDR S&P 500 ETF TR TR UNIT 78462F103 591 1,654 SH   SOLE   0 0 1,654
STARBUCKS CORP COM 855244109 2,213 26,266 SH   SOLE   0 0 26,266
STERIS PLC SHS USD G8473T100 203 1,220 SH   SOLE   0 0 1,220
SYSCO CORP COM 871829107 1,678 23,726 SH   SOLE   0 0 23,726
TAPESTRY INC COM 876030107 617 21,704 SH   SOLE   0 0 21,704
TESLA INC COM 88160R101 4,199 15,831 SH   SOLE   0 0 15,831
THERMO FISHER SCIENTIFIC INC COM 883556102 1,752 3,453 SH   SOLE   0 0 3,453
TJX COS INC NEW COM 872540109 231 3,725 SH   SOLE   0 0 3,725
TRACTOR SUPPLY CO COM 892356106 702 3,778 SH   SOLE   0 0 3,778
TRANE TECHNOLOGIES PLC SHS G8994E103 241 1,662 SH   SOLE   0 0 1,662
UNION PAC CORP COM 907818108 3,185 16,350 SH   SOLE   0 0 16,350
UNITEDHEALTH GROUP INC COM 91324P102 309 612 SH   SOLE   0 0 612
VANECK ETF TRUST OIL SERVICES ETF 92189H607 342 1,620 SH   SOLE   0 0 1,620
VANECK ETF TRUST AGRIBUSINESS ETF 92189F700 8,156 101,077 SH   SOLE   0 0 101,077
VANGUARD INDEX FDS GROWTH ETF 922908736 1,659 7,756 SH   SOLE   0 0 7,756
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1,359 4,139 SH   SOLE   0 0 4,139
VANGUARD INDEX FDS VALUE ETF 922908744 2,520 20,408 SH   SOLE   0 0 20,408
VERIZON COMMUNICATIONS INC COM 92343V104 628 16,540 SH   SOLE   0 0 16,540
VISA INC COM CL A 92826C839 2,861 16,104 SH   SOLE   0 0 16,104
WALMART INC COM 931142103 752 5,798 SH   SOLE   0 0 5,798
WESTROCK CO COM 96145D105 2,142 69,350 SH   SOLE   0 0 69,350
ZOETIS INC CL A 98978V103 1,823 12,296 SH   SOLE   0 0 12,296