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
Abbott Laboratories Com 002824100 359 3,710 SH   SOLE   3,710 0 0
AbbVie Inc Com 00287Y109 506 3,773 SH   SOLE   3,773 0 0
Acuity Brands Inc Com 00508Y102 11,361 72,146 SH   SOLE   72,146 0 0
Adobe Systems Inc Com 00724F101 8,739 31,756 SH   SOLE   31,756 0 0
Alcon Inc Com H01301128 10,066 173,019 SH   SOLE   173,019 0 0
American Electric Power Co Inc Com 025537101 284 3,288 SH   SOLE   3,288 0 0
Analog Devices Inc Com 032654105 13,570 97,389 SH   SOLE   97,389 0 0
Apple Inc Com 037833100 1,427 10,323 SH   SOLE   10,323 0 0
Bank of America Corporation Com 060505104 632 20,925 SH   SOLE   20,925 0 0
Bank OZK Com 06417N103 283 7,147 SH   SOLE   7,147 0 0
Becton, Dickinson and Co Com 075887109 1,337 6,002 SH   SOLE   6,002 0 0
Berkshire Hat A 100th Com 084990175 813 200 SH   SOLE   200 0 0
Berkshire Hathaway Inc B Com 084670702 2,942 11,018 SH   SOLE   11,018 0 0
Bristol-Myers Squibb Company Com 110122108 362 5,090 SH   SOLE   5,090 0 0
Cadence Bank Com 12740C103 761 29,934 SH   SOLE   29,934 0 0
Charles Schwab Corp Com 808513105 14,731 204,967 SH   SOLE   204,967 0 0
Cisco Systems Inc Com 17275R102 9,905 247,624 SH   SOLE   247,624 0 0
Coca-Cola Co Com 191216100 898 16,037 SH   SOLE   16,037 0 0
Cullen/Frost Bankers Inc Com 229899109 14,708 111,239 SH   SOLE   111,239 0 0
CVS Health Corp Com 126650100 17,065 178,931 SH   SOLE   178,931 0 0
Danaher Corp Com 235851102 518 2,005 SH   SOLE   2,005 0 0
Eli Lilly and Co Com 532457108 464 1,436 SH   SOLE   1,436 0 0
Entergy Corp Com 29364G103 252 2,500 SH   SOLE   2,500 0 0
Exxon Mobil Corp Com 30231G102 12,357 141,533 SH   SOLE   141,533 0 0
General Electric Co Com 369604301 2,278 36,792 SH   SOLE   36,792 0 0
Halliburton Co Com 406216101 226 9,194 SH   SOLE   9,194 0 0
Home BancShares Inc Com 436893200 827 36,723 SH   SOLE   36,723 0 0
Illinois Tool Works Inc Com 452308109 11,640 64,436 SH   SOLE   64,436 0 0
International Business Machines Corp Com 459200101 5,953 50,102 SH   SOLE   50,102 0 0
iShares Russell Mid-Cap Value ETF ETF 464287473 286 2,981 SH   SOLE   2,981 0 0
Jacobs Solutions Inc Com 46982L108 14,638 134,924 SH   SOLE   134,924 0 0
JB Hunt Transport Services Inc Com 445658107 338 2,162 SH   SOLE   2,162 0 0
Johnson & Johnson Com 478160104 826 5,059 SH   SOLE   5,059 0 0
Johnson Controls International PLC Com G51502105 7,543 153,255 SH   SOLE   153,255 0 0
JPMorgan Chase & Co Com 46625H100 265 2,531 SH   SOLE   2,531 0 0
Kimberly-Clark Corp Com 494368103 208 1,851 SH   SOLE   1,851 0 0
Kinder Morgan Inc P Com 49456B101 11,420 686,271 SH   SOLE   686,271 0 0
Kirby Corp Com 497266106 11,919 196,140 SH   SOLE   196,140 0 0
Laboratory Corp of America Holdings Com 50540R409 12,818 62,587 SH   SOLE   62,587 0 0
Martin Marietta Materials Inc Com 573284106 15,163 47,076 SH   SOLE   47,076 0 0
Merck & Co Inc Com 58933Y105 512 5,943 SH   SOLE   5,943 0 0
Microsoft Corp Com 594918104 18,121 77,807 SH   SOLE   77,807 0 0
Newell Brands Inc Com 651229106 6,229 448,452 SH   SOLE   448,452 0 0
Nike Inc B Com 654106103 8,621 103,714 SH   SOLE   103,714 0 0
PayPal Holdings Inc Com 70450Y103 7,399 85,967 SH   SOLE   85,967 0 0
PepsiCo Inc Com 713448108 291 1,780 SH   SOLE   1,780 0 0
Public Storage Com 74460D109 225 767 SH   SOLE   767 0 0
Raytheon Technologies Ord Com 75513E101 10,185 124,423 SH   SOLE   124,423 0 0
Regions Financial Corp Com 7591EP100 553 27,575 SH   SOLE   27,575 0 0
Schlumberger Ltd Com 806857108 10,086 280,940 SH   SOLE   280,940 0 0
Schwab International Equity ETF ETF 808524805 302 10,719 SH   SOLE   10,719 0 0
Schwab US Aggregate Bond ETF ETF 808524839 881 19,449 SH   SOLE   19,449 0 0
Schwab US Mid-Cap ETF ETF 808524508 5,057 83,550 SH   SOLE   83,550 0 0
Sony Group Corp Com 835699307 7,071 110,391 SH   SOLE   110,391 0 0
Southern Co Com 842587107 474 6,970 SH   SOLE   6,970 0 0
Southwestern Energy Co Com 845467109 133 21,675 SH   SOLE   21,675 0 0
Stryker Corp Com 863667101 9,897 48,862 SH   SOLE   48,862 0 0
Teradyne Inc Com 880770102 6,092 81,063 SH   SOLE   81,063 0 0
The Home Depot Inc Com 437076102 10,291 37,293 SH   SOLE   37,293 0 0
Thermo Fisher Scientific Inc Com 883556102 16,626 32,781 SH   SOLE   32,781 0 0
Triumph Group Inc Com 896818101 1,749 203,644 SH   SOLE   203,644 0 0
Tyson Foods Inc Class A Com 902494103 565 8,563 SH   SOLE   8,563 0 0
United Parcel Service Inc Class B Com 911312106 11,954 73,999 SH   SOLE   73,999 0 0
Vanguard Mid-Cap ETF ETF 922908629 237 1,260 SH   SOLE   1,260 0 0
Verizon Communications Inc Com 92343V104 207 5,463 SH   SOLE   5,463 0 0
Wal-Mart Stores Inc Com 931142103 13,839 106,699 SH   SOLE   106,699 0 0
Walt Disney Co Com 254687106 9,966 105,655 SH   SOLE   105,655 0 0
Waste Connections Inc Com 94106B101 319 2,360 SH   SOLE   2,360 0 0