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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALPHABET INC CAP STK CL A 02079K305   4,718,781 45,491 SH   SOLE   45,491 0 0
AMERICAN EXPRESS CO COM 025816109   247,425 1,500 SH   SOLE   1,500 0 0
APPLE INC COM 037833100   7,432,304 45,072 SH   SOLE   45,072 0 0
ARCHER DANIELS MIDLAND CO COM 039483102   5,117,757 64,245 SH   SOLE   64,245 0 0
AT&T INC COM 00206R102   1,867,365 97,006 SH   SOLE   97,006 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103   222,630 1,000 SH   SOLE   1,000 0 0
BAKER HUGHES COMPANY CL A 05722G100   3,814,019 132,145 SH   SOLE   132,145 0 0
BROADCOM INC COM 11135F101   7,038,335 10,971 SH   SOLE   10,971 0 0
CATERPILLAR INC COM 149123101   4,085,938 17,855 SH   SOLE   17,855 0 0
CISCO SYS INC COM 17275R102   412,972 7,900 SH   SOLE   7,900 0 0
COLGATE PALMOLIVE CO COM 194162103   285,570 3,800 SH   SOLE   3,800 0 0
CONOCOPHILLIPS COM 20825C104   5,668,363 57,135 SH   SOLE   57,135 0 0
CUMMINS INC COM 231021106   3,779,559 15,822 SH   SOLE   15,822 0 0
EATON CORP PLC SHS G29183103   272,431 1,590 SH   SOLE   1,590 0 0
EOG RES INC COM 26875P101   3,341,006 29,146 SH   SOLE   29,146 0 0
EXXON MOBIL CORP COM 30231G102   865,656 7,894 SH   SOLE   7,894 0 0
FEDEX CORP COM 31428X106   237,322 1,039 SH   SOLE   1,039 0 0
GENERAL MLS INC COM 370334104   247,834 2,900 SH   SOLE   2,900 0 0
HALLIBURTON CO COM 406216101   3,974,142 125,605 SH   SOLE   125,605 0 0
HERC HLDGS INC COM 42704L104   3,387,386 29,740 SH   SOLE   29,740 0 0
HOME DEPOT INC COM 437076102   5,541,763 18,778 SH   SOLE   18,778 0 0
HONEYWELL INTL INC COM 438516106   4,172,150 21,830 SH   SOLE   21,830 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   498,142 3,800 SH   SOLE   3,800 0 0
IQVIA HLDGS INC COM 46266C105   3,558,739 17,893 SH   SOLE   17,893 0 0
JACOBS SOLUTIONS INC COM 46982L108   3,529,178 30,033 SH   SOLE   30,033 0 0
JOHNSON & JOHNSON COM 478160104   305,040 1,968 SH   SOLE   1,968 0 0
KIMBERLY-CLARK CORP COM 494368103   230,858 1,720 SH   SOLE   1,720 0 0
LILLY ELI & CO COM 532457108   491,777 1,432 SH   SOLE   1,432 0 0
LINDE PLC SHS G54950103   6,524,101 18,355 SH   SOLE   18,355 0 0
MARATHON OIL CORP COM 565849106   4,511,644 188,299 SH   SOLE   188,299 0 0
MARSH & MCLENNAN COS INC COM 571748102   434,529 2,609 SH   SOLE   2,609 0 0
MICROSOFT CORP COM 594918104   382,862 1,328 SH   SOLE   1,328 0 0
NORFOLK SOUTHN CORP COM 655844108   218,148 1,029 SH   SOLE   1,029 0 0
NV5 GLOBAL INC COM 62945V109   3,061,916 29,450 SH   SOLE   29,450 0 0
PEPSICO INC COM 713448108   5,547,389 30,430 SH   SOLE   30,430 0 0
PNC FINL SVCS GROUP INC COM 693475105   3,249,311 25,565 SH   SOLE   25,565 0 0
PROCTER AND GAMBLE CO COM 742718109   1,049,454 7,058 SH   SOLE   7,058 0 0
QUALCOMM INC COM 747525103   4,666,366 36,576 SH   SOLE   36,576 0 0
QUANTA SVCS INC COM 74762E102   4,875,220 29,256 SH   SOLE   29,256 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101   4,062,136 41,480 SH   SOLE   41,480 0 0
REGIONS FINANCIAL CORP NEW COM 7591EP100   186,250 10,035 SH   SOLE   10,035 0 0
SCHLUMBERGER LTD COM STK 806857108   6,524,457 132,881 SH   SOLE   132,881 0 0
SCHWAB CHARLES CORP COM 808513105   2,886,400 55,105 SH   SOLE   55,105 0 0
SHATTUCK LABS INC COM 82024L103   58,800 20,000 SH   SOLE   20,000 0 0
SIMMONS 1ST NATL CORP CL A $1 PAR 828730200   1,105,298 63,196 SH   SOLE   63,196 0 0
SOUTHWESTERN ENERGY CO COM 845467109   81,000 16,200 SH   SOLE   16,200 0 0
STATE STR CORP COM 857477103   3,813,705 50,390 SH   SOLE   50,390 0 0
SYNOVUS FINL CORP COM NEW 87161C501   2,890,312 93,750 SH   SOLE   93,750 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   6,928,544 12,021 SH   SOLE   12,021 0 0
TRUIST FINL CORP COM 89832Q109   2,468,567 72,392 SH   SOLE   72,392 0 0
TYLER TECHNOLOGIES INC COM 902252105   4,402,856 12,415 SH   SOLE   12,415 0 0
UNITEDHEALTH GROUP INC COM 91324P102   5,267,488 11,146 SH   SOLE   11,146 0 0
VULCAN MATLS CO COM 929160109   3,621,288 21,108 SH   SOLE   21,108 0 0
WALMART INC COM 931142103   276,735 1,877 SH   SOLE   1,877 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104   351,619 23,286 SH   SOLE   23,286 0 0
WILLIAMS COS INC COM 969457100   3,616,195 121,105 SH   SOLE   121,105 0 0