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
ABBVIE INC COM 00287Y109 1,171 10,397 SH   SOLE   0 0 10,397
ADVANCED MICRO DEVICES INC COM 007903107 1,586 16,881 SH   SOLE   0 0 16,881
ALPHABET INC CAP STK CL C 02079K107 1,865 744 SH   SOLE   0 0 744
AMAZON COM INC COM 023135106 258 75 SH   SOLE   0 0 75
AMGEN INC COM 031162100 1,320 5,417 SH   SOLE   0 0 5,417
APPLE INC COM 037833100 9,554 69,758 SH   SOLE   0 0 69,758
AT&T INC COM 00206R102 919 31,921 SH   SOLE   0 0 31,921
BOEING CO COM 097023105 775 3,234 SH   SOLE   0 0 3,234
BROADCOM INC COM 11135F101 1,155 2,423 SH   SOLE   0 0 2,423
CATERPILLAR INC COM 149123101 1,912 8,785 SH   SOLE   0 0 8,785
CHEVRON CORP NEW COM 166764100 1,075 10,265 SH   SOLE   0 0 10,265
CIGNA CORP NEW COM 125523100 817 3,448 SH   SOLE   0 0 3,448
CISCO SYS INC COM 17275R102 1,623 30,617 SH   SOLE   0 0 30,617
CITIZENS FINL GROUP INC COM 174610105 1,115 24,317 SH   SOLE   0 0 24,317
CONSTELLATION BRANDS INC CL A 21036P108 1,273 5,443 SH   SOLE   0 0 5,443
CRACKER BARREL OLD CTRY STOR COM 22410J106 736 4,960 SH   SOLE   0 0 4,960
CROWN CASTLE INTL CORP NEW COM 22822V101 1,101 5,643 SH   SOLE   0 0 5,643
CVS HEALTH CORP COM 126650100 1,189 14,252 SH   SOLE   0 0 14,252
DISCOVER FINL SVCS COM 254709108 1,525 12,892 SH   SOLE   0 0 12,892
DISNEY WALT CO COM 254687106 1,514 8,612 SH   SOLE   0 0 8,612
DOLLAR GEN CORP NEW COM 256677105 1,535 7,095 SH   SOLE   0 0 7,095
DOW INC COM 260557103 1,193 18,858 SH   SOLE   0 0 18,858
EATON CORP PLC SHS G29183103 1,382 9,325 SH   SOLE   0 0 9,325
EDWARDS LIFESCIENCES CORP COM 28176E108 1,432 13,824 SH   SOLE   0 0 13,824
EOG RES INC COM 26875P101 405 4,854 SH   SOLE   0 0 4,854
FACEBOOK INC CL A 30303M102 897 2,579 SH   SOLE   0 0 2,579
FIREEYE INC COM 31816Q101 602 29,787 SH   SOLE   0 0 29,787
GILEAD SCIENCES INC COM 375558103 823 11,956 SH   SOLE   0 0 11,956
HILL-ROM HLDGS INC COM 431475102 639 5,629 SH   SOLE   0 0 5,629
HOME DEPOT INC COM 437076102 2,043 6,407 SH   SOLE   0 0 6,407
HORIZON THERAPEUTICS PUB L SHS G46188101 249 2,660 SH   SOLE   0 0 2,660
HUNT J B TRANS SVCS INC COM 445658107 777 4,769 SH   SOLE   0 0 4,769
HUNTINGTON BANCSHARES INC COM 446150104 982 68,789 SH   SOLE   0 0 68,789
IRON MTN INC NEW COM 46284V101 859 20,309 SH   SOLE   0 0 20,309
JPMORGAN CHASE & CO COM 46625H100 1,489 9,575 SH   SOLE   0 0 9,575
KEYSIGHT TECHNOLOGIES INC COM 49338L103 585 3,786 SH   SOLE   0 0 3,786
KINDER MORGAN INC DEL COM 49456B101 779 42,724 SH   SOLE   0 0 42,724
LABORATORY CORP AMER HLDGS COM NEW 50540R409 633 2,295 SH   SOLE   0 0 2,295
LILLY ELI & CO COM 532457108 4,367 19,026 SH   SOLE   0 0 19,026
LINDE PLC SHS G5494J103 537 1,859 SH   SOLE   0 0 1,859
LOWES COS INC COM 548661107 892 4,600 SH   SOLE   0 0 4,600
MARTIN MARIETTA MATLS INC COM 573284106 664 1,888 SH   SOLE   0 0 1,888
MASTERCARD INCORPORATED CL A 57636Q104 1,350 3,698 SH   SOLE   0 0 3,698
MEDICAL PPTYS TRUST INC COM 58463J304 939 46,711 SH   SOLE   0 0 46,711
MERCURY GENL CORP NEW COM 589400100 884 13,611 SH   SOLE   0 0 13,611
MICROSOFT CORP COM 594918104 7,867 29,041 SH   SOLE   0 0 29,041
MORGAN STANLEY COM NEW 617446448 1,611 17,572 SH   SOLE   0 0 17,572
MOTOROLA SOLUTIONS INC COM NEW 620076307 1,215 5,605 SH   SOLE   0 0 5,605
NEW RESIDENTIAL INVT CORP COM NEW 64828T201 1,147 108,294 SH   SOLE   0 0 108,294
NIKE INC CL B 654106103 2,105 13,626 SH   SOLE   0 0 13,626
NORTONLIFELOCK INC COM 668771108 1,208 44,385 SH   SOLE   0 0 44,385
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 667 22,686 SH   SOLE   0 0 22,686
NXP SEMICONDUCTORS N V COM N6596X109 1,683 8,182 SH   SOLE   0 0 8,182
OLD DOMINION FREIGHT LINE IN COM 679580100 234 922 SH   SOLE   0 0 922
ONEOK INC NEW COM 682680103 1,271 22,849 SH   SOLE   0 0 22,849
PALO ALTO NETWORKS INC COM 697435105 1,065 2,869 SH   SOLE   0 0 2,869
PAYPAL HLDGS INC COM 70450Y103 2,015 6,914 SH   SOLE   0 0 6,914
PGIM ETF TR ULTRA SHORT 69344A107 388 7,800 SH   SOLE   0 0 7,800
PROCTER AND GAMBLE CO COM 742718109 1,002 7,423 SH   SOLE   0 0 7,423
PRUDENTIAL FINL INC COM 744320102 978 9,546 SH   SOLE   0 0 9,546
QUALCOMM INC COM 747525103 1,583 11,078 SH   SOLE   0 0 11,078
RAYTHEON TECHNOLOGIES CORP COM 75513E101 1,298 15,214 SH   SOLE   0 0 15,214
RIO TINTO PLC SPONSORED ADR 767204100 3,169 37,779 SH   SOLE   0 0 37,779
ROKU INC COM CL A 77543R102 619 1,348 SH   SOLE   0 0 1,348
SALESFORCE COM INC COM 79466L302 837 3,427 SH   SOLE   0 0 3,427
SIRIUS XM HOLDINGS INC COM 82968B103 981 150,000 SH   SOLE   0 0 150,000
SOUTHWEST AIRLS CO COM 844741108 1,203 22,669 SH   SOLE   0 0 22,669
STANLEY BLACK & DECKER INC COM 854502101 550 2,684 SH   SOLE   0 0 2,684
STELLANTIS N.V SHS N82405106 276 14,000 SH   SOLE   0 0 14,000
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 2,479 20,632 SH   SOLE   0 0 20,632
TJX COS INC NEW COM 872540109 1,510 22,394 SH   SOLE   0 0 22,394
TRACTOR SUPPLY CO COM 892356106 2,435 13,088 SH   SOLE   0 0 13,088
TRANE TECHNOLOGIES PLC SHS G8994E103 1,647 8,942 SH   SOLE   0 0 8,942
TYSON FOODS INC CL A 902494103 1,178 15,977 SH   SOLE   0 0 15,977
ULTA BEAUTY INC COM 90384S303 699 2,022 SH   SOLE   0 0 2,022
UNITED PARCEL SERVICE INC CL B 911312106 1,277 6,139 SH   SOLE   0 0 6,139
UNITEDHEALTH GROUP INC COM 91324P102 1,992 4,976 SH   SOLE   0 0 4,976
VERIZON COMMUNICATIONS INC COM 92343V104 1,406 25,095 SH   SOLE   0 0 25,095
VISA INC COM CL A 92826C839 1,167 4,989 SH   SOLE   0 0 4,989
VULCAN MATLS CO COM 929160109 1,184 6,800 SH   SOLE   0 0 6,800
WALMART INC COM 931142103 1,651 11,709 SH   SOLE   0 0 11,709