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 LABS COM 002824100 8,462 92,557 SH   SOLE   92,557 0 0
ADOBE INC COM 00724F101 11,039 25,359 SH   SOLE   25,359 0 0
AIR PRODS & CHEMS INC COM 009158106 16,331 67,633 SH   SOLE   67,633 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 97,229 450,758 SH   SOLE   450,758 0 0
ALPHABET INC CAP STK CL C 02079K107 22,213 15,714 SH   SOLE   15,714 0 0
ALPHABET INC CAP STK CL A 02079K305 32,252 22,744 SH   SOLE   22,744 0 0
AMAZON COM INC COM 023135106 67,696 24,538 SH   SOLE   24,538 0 0
AMEDISYS INC COM 023436108 10,975 55,279 SH   SOLE   55,279 0 0
AMGEN INC COM 031162100 18,480 78,351 SH   SOLE   78,351 0 0
ANTHEM INC COM 036752103 14,782 56,210 SH   SOLE   56,210 0 0
APPLE INC COM 037833100 90,423 247,870 SH   SOLE   247,870 0 0
APTIV PLC SHS G6095L109 11,029 141,547 SH   SOLE   141,547 0 0
AT&T INC COM 00206R102 11,491 380,121 SH   SOLE   380,121 0 0
AUTOZONE INC COM 053332102 12,425 11,014 SH   SOLE   11,014 0 0
AXALTA COATING SYS LTD COM G0750C108 10,096 447,700 SH   SOLE   447,700 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 9,500 53,221 SH   SOLE   53,221 0 0
BK OF AMERICA CORP COM 060505104 11,538 485,793 SH   SOLE   485,793 0 0
BOEING CO COM 097023105 4,999 27,273 SH   SOLE   27,273 0 0
BORGWARNER INC COM 099724106 12,690 359,480 SH   SOLE   359,480 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 13,692 232,856 SH   SOLE   232,856 0 0
BROADCOM INC COM 11135F101 16,668 52,811 SH   SOLE   52,811 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 14,806 29,029 SH   SOLE   29,029 0 0
CHEVRON CORP NEW COM 166764100 13,811 154,784 SH   SOLE   154,784 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 11,375 10,809 SH   SOLE   10,809 0 0
CIENA CORP COM NEW 171779309 10,443 192,812 SH   SOLE   192,812 0 0
CISCO SYS INC COM 17275R102 10,308 221,021 SH   SOLE   221,021 0 0
CITIZENS FINANCIAL GROUP INC COM 174610105 8,974 355,564 SH   SOLE   355,564 0 0
COCA COLA CO COM 191216100 2,879 64,441 SH   SOLE   64,441 0 0
COMCAST CORP NEW CL A 20030N101 9,153 234,801 SH   SOLE   234,801 0 0
COSTCO WHSL CORP NEW COM 22160K105 12,912 42,585 SH   SOLE   42,585 0 0
CUMMINS INC COM 231021106 13,306 76,795 SH   SOLE   76,795 0 0
D R HORTON INC COM 23331A109 7,718 139,180 SH   SOLE   139,180 0 0
DISNEY WALT CO COM DISNEY 254687106 10,417 93,419 SH   SOLE   93,419 0 0
EXXON MOBIL CORP COM 30231G102 9,892 221,208 SH   SOLE   221,208 0 0
F M C CORP COM NEW 302491303 15,967 160,282 SH   SOLE   160,282 0 0
FACEBOOK INC CL A 30303M102 38,043 167,537 SH   SOLE   167,537 0 0
FASTENAL CO COM 311900104 16,278 379,964 SH   SOLE   379,964 0 0
FREEPORT-MCMORAN INC CL B 35671D857 10,337 893,442 SH   SOLE   893,442 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 12,613 63,826 SH   SOLE   63,826 0 0
HESS CORP COM 42809H107 6,859 132,386 SH   SOLE   132,386 0 0
HOME DEPOT INC COM 437076102 14,350 57,285 SH   SOLE   57,285 0 0
IDEX CORP COM 45167R104 8,964 56,722 SH   SOLE   56,722 0 0
INTEL CORP COM 458140100 22,563 377,120 SH   SOLE   377,120 0 0
ISHARES TR CORE S&P500 ETF 464287200 406,228 1,311,724 SH   SOLE   1,311,724 0 0
JD.COM INC SPON ADR CL A 47215P106 17,140 284,806 SH   SOLE   284,806 0 0
JOHNSON & JOHNSON COM 478160104 19,162 136,260 SH   SOLE   136,260 0 0
JPMORGAN CHASE & CO COM 46625H100 25,930 275,678 SH   SOLE   275,678 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 12,141 81,325 SH   SOLE   81,325 0 0
KIMBERLY CLARK CORP COM 494368103 10,375 73,399 SH   SOLE   73,399 0 0
KNIGHT SWIFT TRANSN HLDGS IN CL A 499049104 13,615 326,431 SH   SOLE   326,431 0 0
LILLY ELI & CO COM 532457108 20,704 126,105 SH   SOLE   126,105 0 0
MARSH & MCLENNAN COS INC COM 571748102 16,038 149,371 SH   SOLE   149,371 0 0
MASIMO CORP COM 574795100 4,577 20,075 SH   SOLE   20,075 0 0
MASTERCARD INCORPORATED CL A 57636Q104 13,699 46,326 SH   SOLE   46,326 0 0
MEDTRONIC PLC SHS G5960L103 6,400 69,795 SH   SOLE   69,795 0 0
MERCK & CO. INC COM 58933Y105 10,239 132,410 SH   SOLE   132,410 0 0
MICROSOFT CORP COM 594918104 81,174 398,872 SH   SOLE   398,872 0 0
MONDELEZ INTL INC CL A 609207105 10,038 196,326 SH   SOLE   196,326 0 0
MONEYGRAM INTL INC COM NEW 60935Y208 263 81,844 SH   SOLE   81,844 0 0
NETEASE INC SPONSORED ADS 64110W102 23,387 54,467 SH   SOLE   54,467 0 0
NEWMONT CORP COM 651639106 10,792 174,799 SH   SOLE   174,799 0 0
NIKE INC CL B 654106103 6,440 65,679 SH   SOLE   65,679 0 0
NVIDIA CORPORATION COM 67066G104 12,085 31,810 SH   SOLE   31,810 0 0
NXP SEMICONDUCTORS N V COM N6596X109 11,023 96,663 SH   SOLE   96,663 0 0
OTIS WORLDWIDE CORP COM 68902V107 8,102 142,484 SH   SOLE   142,484 0 0
PARKER HANNIFIN CORP COM 701094104 13,791 75,252 SH   SOLE   75,252 0 0
PFIZER INC COM 717081103 9,440 288,690 SH   SOLE   288,690 0 0
PHILIP MORRIS INTL INC COM 718172109 5,747 82,034 SH   SOLE   82,034 0 0
PROCTER AND GAMBLE CO COM 742718109 10,881 91,002 SH   SOLE   91,002 0 0
QORVO INC COM 74736K101 14,063 127,236 SH   SOLE   127,236 0 0
QUALCOMM INC COM 747525103 17,042 186,842 SH   SOLE   186,842 0 0
REGENERON PHARMACEUTICALS COM 75886F107 14,701 23,573 SH   SOLE   23,573 0 0
RINGCENTRAL INC CL A 76680R206 10,503 36,853 SH   SOLE   36,853 0 0
SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 36,585 1,051,003 SH   SOLE   1,051,003 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 31,298 554,637 SH   SOLE   554,637 0 0
SERVICENOW INC COM 81762P102 16,273 40,175 SH   SOLE   40,175 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 87,644 284,227 SH   SOLE   284,227 0 0
THE TRADE DESK INC COM CL A 88339J105 5,189 12,766 SH   SOLE   12,766 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 18,956 52,315 SH   SOLE   52,315 0 0
TJX COS INC NEW COM 872540109 11,153 220,580 SH   SOLE   220,580 0 0
TRUIST FINL CORP COM 89832Q109 13,344 355,359 SH   SOLE   355,359 0 0
UNION PAC CORP COM 907818108 17,270 102,147 SH   SOLE   102,147 0 0
UNITED RENTALS INC COM 911363109 7,303 49,002 SH   SOLE   49,002 0 0
UNITEDHEALTH GROUP INC COM 91324P102 27,178 92,143 SH   SOLE   92,143 0 0
VALERO ENERGY CORP COM 91913Y100 12,524 212,918 SH   SOLE   212,918 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 310,225 1,094,538 SH   SOLE   1,094,538 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 12,090 219,300 SH   SOLE   219,300 0 0
VISA INC COM CL A 92826C839 17,208 89,080 SH   SOLE   89,080 0 0
WALMART INC COM 931142103 9,022 75,325 SH   SOLE   75,325 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 9,595 225,135 SH   SOLE   225,135 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 10,513 41,075 SH   SOLE   41,075 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102 11,440 95,841 SH   SOLE   95,841 0 0