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
SIRIUS XM HOLDINGS INC COM 82968B103 910 155,000 SH   SOLE   0 0 155,000
DISCOVER FINL SVCS COM 254709108 676 13,505 SH   SOLE   0 0 13,505
MOTOROLA SOLUTIONS INC COM NEW 620076307 765 5,459 SH   SOLE   0 0 5,459
MEDICAL PPTYS TRUST INC COM 58463J304 871 46,350 SH   SOLE   0 0 46,350
PHILLIPS 66 COM 718546104 657 9,135 SH   SOLE   0 0 9,135
PRUDENTIAL FINL INC COM 744320102 659 10,826 SH   SOLE   0 0 10,826
TJX COS INC NEW COM 872540109 1,237 24,462 SH   SOLE   0 0 24,462
PROCTER AND GAMBLE CO COM 742718109 826 6,905 SH   SOLE   0 0 6,905
BRISTOL-MYERS SQUIBB CO COM 110122108 547 9,300 SH   SOLE   0 0 9,300
CIGNA CORP NEW COM 125523100 628 3,345 SH   SOLE   0 0 3,345
UNITEDHEALTH GROUP INC COM 91324P102 1,994 6,760 SH   SOLE   0 0 6,760
CRACKER BARREL OLD CTRY STOR COM 22410J106 602 5,425 SH   SOLE   0 0 5,425
CHENIERE ENERGY INC COM NEW 16411R208 254 5,250 SH   SOLE   0 0 5,250
AMAZON COM INC COM 023135106 298 108 SH   SOLE   0 0 108
RIO TINTO PLC SPONSORED ADR 767204100 2,288 40,720 SH   SOLE   0 0 40,720
IRON MTN INC NEW COM 46284V101 464 17,765 SH   SOLE   0 0 17,765
SALESFORCE COM INC COM 79466L302 650 3,472 SH   SOLE   0 0 3,472
NIKE INC CL B 654106103 1,414 14,425 SH   SOLE   0 0 14,425
RAYTHEON TECHNOLOGIES CORP COM 75513E101 878 14,250 SH   SOLE   0 0 14,250
HUNTINGTON BANCSHARES INC COM 446150104 604 66,885 SH   SOLE   0 0 66,885
FACEBOOK INC CL A 30303M102 1,105 4,868 SH   SOLE   0 0 4,868
KINDER MORGAN INC DEL COM 49456B101 636 41,954 SH   SOLE   0 0 41,954
NEW RESIDENTIAL INVT CORP COM NEW 64828T201 471 63,435 SH   SOLE   0 0 63,435
LINDE PLC SHS G5494J103 311 1,466 SH   SOLE   0 0 1,466
CONSTELLATION BRANDS INC CL A 21036P108 965 5,516 SH   SOLE   0 0 5,516
DOLLAR GEN CORP NEW COM 256677105 1,490 7,820 SH   SOLE   0 0 7,820
NXP SEMICONDUCTORS N V COM N6596X109 1,000 8,770 SH   SOLE   0 0 8,770
DISNEY WALT CO COM DISNEY 254687106 979 8,777 SH   SOLE   0 0 8,777
MASTERCARD INCORPORATED CL A 57636Q104 1,185 4,007 SH   SOLE   0 0 4,007
APPLE INC COM 037833100 7,691 21,084 SH   SOLE   0 0 21,084
CHEVRON CORP NEW COM 166764100 805 9,026 SH   SOLE   0 0 9,026
ADVANCED MICRO DEVICES INC COM 007903107 921 17,505 SH   SOLE   0 0 17,505
HUNT J B TRANS SVCS INC COM 445658107 566 4,700 SH   SOLE   0 0 4,700
HOME DEPOT INC COM 437076102 1,692 6,753 SH   SOLE   0 0 6,753
ORACLE CORP COM 68389X105 845 15,290 SH   SOLE   0 0 15,290
PACKAGING CORP AMER COM 695156109 900 9,020 SH   SOLE   0 0 9,020
WALMART INC COM 931142103 1,492 12,460 SH   SOLE   0 0 12,460
AMGEN INC COM 031162100 1,292 5,478 SH   SOLE   0 0 5,478
QUALCOMM INC COM 747525103 1,029 11,277 SH   SOLE   0 0 11,277
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 1,230 21,675 SH   SOLE   0 0 21,675
TRACTOR SUPPLY CO COM 892356106 1,975 14,985 SH   SOLE   0 0 14,985
EDWARDS LIFESCIENCES CORP COM 28176E108 961 13,900 SH   SOLE   0 0 13,900
DOW INC COM 260557103 769 18,875 SH   SOLE   0 0 18,875
EATON CORP PLC SHS G29183103 903 10,321 SH   SOLE   0 0 10,321
FOX CORP CL B COM 35137L204 495 18,450 SH   SOLE   0 0 18,450
TRANE TECHNOLOGIES PLC SHS G8994E103 861 9,675 SH   SOLE   0 0 9,675
TYSON FOODS INC CL A 902494103 971 16,255 SH   SOLE   0 0 16,255
CATERPILLAR INC DEL COM 149123101 1,185 9,370 SH   SOLE   0 0 9,370
CISCO SYS INC COM 17275R102 1,492 31,996 SH   SOLE   0 0 31,996
AT&T INC COM 00206R102 826 27,325 SH   SOLE   0 0 27,325
ULTA BEAUTY INC COM 90384S303 498 2,450 SH   SOLE   0 0 2,450
LABORATORY CORP AMER HLDGS COM NEW 50540R409 312 1,880 SH   SOLE   0 0 1,880
JPMORGAN CHASE & CO COM 46625H100 901 9,582 SH   SOLE   0 0 9,582
MARTIN MARIETTA MATLS INC COM 573284106 373 1,806 SH   SOLE   0 0 1,806
CITIZENS FINANCIAL GROUP INC COM 174610105 578 22,900 SH   SOLE   0 0 22,900
ONEOK INC NEW COM 682680103 674 20,300 SH   SOLE   0 0 20,300
FIAT CHRYSLER AUTOMOBILES N SHS N31738102 143 14,000 SH   SOLE   0 0 14,000
BROADCOM INC COM 11135F101 655 2,074 SH   SOLE   0 0 2,074
OLD DOMINION FREIGHT LINE IN COM 679580100 233 1,372 SH   SOLE   0 0 1,372
DARDEN RESTAURANTS INC COM 237194105 351 4,635 SH   SOLE   0 0 4,635
CROWN CASTLE INTL CORP NEW COM 22822V101 814 4,864 SH   SOLE   0 0 4,864
PALO ALTO NETWORKS INC COM 697435105 666 2,900 SH   SOLE   0 0 2,900
HILL ROM HLDGS INC COM 431475102 571 5,200 SH   SOLE   0 0 5,200
LILLY ELI & CO COM 532457108 3,400 20,710 SH   SOLE   0 0 20,710
VERIZON COMMUNICATIONS INC COM 92343V104 1,377 24,977 SH   SOLE   0 0 24,977
LUMENTUM HLDGS INC COM 55024U109 658 8,085 SH   SOLE   0 0 8,085
VISA INC COM CL A 92826C839 986 5,104 SH   SOLE   0 0 5,104
KEYSIGHT TECHNOLOGIES INC COM 49338L103 326 3,237 SH   SOLE   0 0 3,237
LOWES COS INC COM 548661107 645 4,775 SH   SOLE   0 0 4,775
CVS HEALTH CORP COM 126650100 272 4,182 SH   SOLE   0 0 4,182
UNITED PARCEL SERVICE INC CL B 911312106 743 6,685 SH   SOLE   0 0 6,685
ALPHABET INC CAP STK CL C 02079K107 1,100 778 SH   SOLE   0 0 778
BOEING CO COM 097023105 556 3,035 SH   SOLE   0 0 3,035
MICROSOFT CORP COM 594918104 6,904 33,925 SH   SOLE   0 0 33,925