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
ADOBE INC COM 00724F101   3,863,218 7,656 SH   SOLE   7,656 0 0
ADVANCED MICRO DEVICES INC COM 007903107   6,233,944 34,539 SH   SOLE   34,539 0 0
ALPHABET INC CAP STK CL A 02079K305   7,870,396 52,146 SH   SOLE   52,146 0 0
AMAZON COM INC COM 023135106   6,135,986 34,017 SH   SOLE   34,017 0 0
AMERICAN EXPRESS CO COM 025816109   5,856,642 25,722 SH   SOLE   25,722 0 0
APPLE INC COM 037833100   7,636,447 44,533 SH   SOLE   44,533 0 0
AT&T INC COM 00206R102   1,679,075 95,402 SH   SOLE   95,402 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103   251,988 1,009 SH   SOLE   1,009 0 0
AUTOZONE INC COM 053332102   252,132 80 SH   SOLE   80 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   256,097 609 SH   SOLE   609 0 0
BROADCOM INC COM 11135F101   11,605,290 8,756 SH   SOLE   8,756 0 0
CATERPILLAR INC COM 149123101   6,645,208 18,135 SH   SOLE   18,135 0 0
CISCO SYS INC COM 17275R102   390,596 7,826 SH   SOLE   7,826 0 0
COLGATE PALMOLIVE CO COM 194162103   342,190 3,800 SH   SOLE   3,800 0 0
CONOCOPHILLIPS COM 20825C104   6,998,364 54,984 SH   SOLE   54,984 0 0
COSTCO WHSL CORP NEW COM 22160K105   286,458 391 SH   SOLE   391 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   8,105,477 25,283 SH   SOLE   25,283 0 0
DIAMONDBACK ENERGY INC COM 25278X109   253,856 1,281 SH   SOLE   1,281 0 0
DISNEY WALT CO COM 254687106   5,004,157 40,897 SH   SOLE   40,897 0 0
EATON CORP PLC SHS G29183103   6,526,882 20,874 SH   SOLE   20,874 0 0
ELI LILLY & CO COM 532457108   1,040,910 1,338 SH   SOLE   1,338 0 0
EXXON MOBIL CORP COM 30231G102   1,079,753 9,289 SH   SOLE   9,289 0 0
FEDEX CORP COM 31428X106   243,092 839 SH   SOLE   839 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107   5,129,781 56,427 SH   SOLE   56,427 0 0
HALLIBURTON CO COM 406216101   4,801,198 121,796 SH   SOLE   121,796 0 0
HOME DEPOT INC COM 437076102   7,134,576 18,599 SH   SOLE   18,599 0 0
HONEYWELL INTL INC COM 438516106   210,792 1,027 SH   SOLE   1,027 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   725,648 3,800 SH   SOLE   3,800 0 0
IQVIA HLDGS INC COM 46266C105   4,820,083 19,060 SH   SOLE   19,060 0 0
KIMBERLY-CLARK CORP COM 494368103   222,482 1,720 SH   SOLE   1,720 0 0
LINDE PLC SHS G54950103   8,079,168 17,400 SH   SOLE   17,400 0 0
LOCKHEED MARTIN CORP COM 539830109   4,175,252 9,179 SH   SOLE   9,179 0 0
MARATHON OIL CORP COM 565849106   256,335 9,045 SH   SOLE   9,045 0 0
MARSH & MCLENNAN COS INC COM 571748102   5,004,078 24,294 SH   SOLE   24,294 0 0
MASTERCARD INCORPORATED CL A 57636Q104   4,733,833 9,830 SH   SOLE   9,830 0 0
MICROSOFT CORP COM 594918104   5,354,503 12,727 SH   SOLE   12,727 0 0
MOODYS CORP COM 615369105   207,520 528 SH   SOLE   528 0 0
MORGAN STANLEY COM NEW 617446448   4,598,586 48,838 SH   SOLE   48,838 0 0
NUCOR CORP COM 670346105   230,751 1,166 SH   SOLE   1,166 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100   247,820 1,130 SH   SOLE   1,130 0 0
ORACLE CORP COM 68389X105   4,468,073 35,571 SH   SOLE   35,571 0 0
PALO ALTO NETWORKS INC COM 697435105   4,754,916 16,735 SH   SOLE   16,735 0 0
PEPSICO INC COM 713448108   5,256,950 30,038 SH   SOLE   30,038 0 0
PIONEER NAT RES CO COM 723787107   322,350 1,228 SH   SOLE   1,228 0 0
PROCTER AND GAMBLE CO COM 742718109   1,032,883 6,366 SH   SOLE   6,366 0 0
QUANTA SVCS INC COM 74762E102   7,379,359 28,404 SH   SOLE   28,404 0 0
REGIONS FINANCIAL CORP NEW COM 7591EP100   211,136 10,035 SH   SOLE   10,035 0 0
RTX CORPORATION COM 75513E101   3,348,888 34,337 SH   SOLE   34,337 0 0
S&P GLOBAL INC COM 78409V104   4,068,578 9,563 SH   SOLE   9,563 0 0
SCHLUMBERGER LTD COM STK 806857108   6,853,607 125,043 SH   SOLE   125,043 0 0
SHATTUCK LABS INC COM 82024L103   178,800 20,000 SH   SOLE   20,000 0 0
SIMMONS 1ST NATL CORP CL A $1 PAR 828730200   499,110 25,648 SH   SOLE   25,648 0 0
STRYKER CORPORATION COM 863667101   5,293,613 14,792 SH   SOLE   14,792 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   7,075,069 12,173 SH   SOLE   12,173 0 0
TRUIST FINL CORP COM 89832Q109   200,318 5,139 SH   SOLE   5,139 0 0
TYLER TECHNOLOGIES INC COM 902252105   5,743,160 13,513 SH   SOLE   13,513 0 0
UNITEDHEALTH GROUP INC COM 91324P102   5,705,375 11,533 SH   SOLE   11,533 0 0
VISA INC COM CL A 92826C839   221,310 793 SH   SOLE   793 0 0
VULCAN MATLS CO COM 929160109   5,733,503 21,008 SH   SOLE   21,008 0 0
WALMART INC COM 931142103   246,757 4,101 SH   SOLE   4,101 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104   203,287 23,286 SH   SOLE   23,286 0 0