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
ALPHABET INC CAP STK CL A 02079K305 5,867 2,692 SH   SOLE   2,692 0 0
AMERICAN EXPRESS CO COM 025816109 216 1,556 SH   SOLE   1,556 0 0
APPLE INC COM 037833100 6,343 46,393 SH   SOLE   46,393 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 5,378 69,310 SH   SOLE   69,310 0 0
AT&T INC COM 00206R102 380 18,144 SH   SOLE   18,144 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 210 1,000 SH   SOLE   1,000 0 0
BK OF AMERICA CORP COM 060505104 3,968 127,459 SH   SOLE   127,459 0 0
BROADCOM INC COM 11135F101 6,450 13,276 SH   SOLE   13,276 0 0
CATERPILLAR INC COM 149123101 3,518 19,680 SH   SOLE   19,680 0 0
CISCO SYS INC COM 17275R102 394 9,250 SH   SOLE   9,250 0 0
COLGATE PALMOLIVE CO COM 194162103 305 3,800 SH   SOLE   3,800 0 0
CONOCOPHILLIPS COM 20825C104 5,442 60,595 SH   SOLE   60,595 0 0
EATON CORP PLC SHS G29183103 209 1,655 SH   SOLE   1,655 0 0
EOG RES INC COM 26875P101 3,285 29,741 SH   SOLE   29,741 0 0
EXXON MOBIL CORP COM 30231G102 1,267 14,794 SH   SOLE   14,794 0 0
GENERAL MLS INC COM 370334104 219 2,900 SH   SOLE   2,900 0 0
HALLIBURTON CO COM 406216101 4,276 136,340 SH   SOLE   136,340 0 0
HERC HLDGS INC COM 42704L104 2,818 31,258 SH   SOLE   31,258 0 0
HOME DEPOT INC COM 437076102 6,220 22,678 SH   SOLE   22,678 0 0
HONEYWELL INTL INC COM 438516106 4,312 24,809 SH   SOLE   24,809 0 0
IDEXX LABS INC COM 45168D104 3,341 9,526 SH   SOLE   9,526 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 579 4,099 SH   SOLE   4,099 0 0
KIMBERLY-CLARK CORP COM 494368103 232 1,720 SH   SOLE   1,720 0 0
LILLY ELI & CO COM 532457108 427 1,317 SH   SOLE   1,317 0 0
LINDE PLC SHS G5494J103 5,892 20,492 SH   SOLE   20,492 0 0
MARATHON OIL CORP COM 565849106 4,756 211,575 SH   SOLE   211,575 0 0
MARSH & MCLENNAN COS INC COM 571748102 339 2,186 SH   SOLE   2,186 0 0
MICROSOFT CORP COM 594918104 460 1,790 SH   SOLE   1,790 0 0
NV5 GLOBAL INC COM 62945V109 3,724 31,900 SH   SOLE   31,900 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 423 1,652 SH   SOLE   1,652 0 0
PAYPAL HLDGS INC COM 70450Y103 2,145 30,716 SH   SOLE   30,716 0 0
PEPSICO INC COM 713448108 5,813 34,878 SH   SOLE   34,878 0 0
PNC FINL SVCS GROUP INC COM 693475105 4,537 28,760 SH   SOLE   28,760 0 0
PROCTER AND GAMBLE CO COM 742718109 918 6,386 SH   SOLE   6,386 0 0
QUALCOMM INC COM 747525103 5,490 42,975 SH   SOLE   42,975 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 3,953 41,125 SH   SOLE   41,125 0 0
REGIONS FINANCIAL CORP NEW COM 7591EP100 188 10,035 SH   SOLE   10,035 0 0
SCHLUMBERGER LTD COM STK 806857108 5,249 146,785 SH   SOLE   146,785 0 0
SHATTUCK LABS INC COM 82024L103 81 20,000 SH   SOLE   20,000 0 0
SIMMONS 1ST NATL CORP CL A $1 PAR 828730200 1,461 68,739 SH   SOLE   68,739 0 0
SOUTHWESTERN ENERGY CO COM 845467109 82 13,050 SH   SOLE   13,050 0 0
SYNOVUS FINL CORP COM NEW 87161C501 3,905 108,310 SH   SOLE   108,310 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 7,429 13,674 SH   SOLE   13,674 0 0
TRUIST FINL CORP COM 89832Q109 3,757 79,214 SH   SOLE   79,214 0 0
TYLER TECHNOLOGIES INC COM 902252105 4,670 14,047 SH   SOLE   14,047 0 0
UNITEDHEALTH GROUP INC COM 91324P102 6,685 13,015 SH   SOLE   13,015 0 0
VISA INC COM CL A 92826C839 4,532 23,016 SH   SOLE   23,016 0 0
WALMART INC COM 931142103 261 2,149 SH   SOLE   2,149 0 0