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 1,547 14,239 SH   SOLE 0 0 0 14,239
ABBVIE INC COM 00287Y109 3,063 20,000 SH   SOLE 0 0 0 20,000
AES CORP COM 00130H105 6,791 323,207 SH   SOLE 0 0 0 323,207
AKAMAI TECHNOLOGIES INC COM 00971T101 443 4,850 SH   SOLE 0 0 0 4,850
ALPHABET INC CAP STK CL A 02079K305 3,487 1,600 SH   SOLE 0 0 0 1,600
AMAZON COM INC COM 023135106 1,519 144,000 SH Put SOLE 0 0 0 144,000
AMAZON COM INC COM 023135106 16,593 156,232 SH   SOLE 0 0 0 156,232
AMERICAN ELEC PWR CO INC COM 025537101 562 5,863 SH   SOLE 0 0 0 5,863
AON PLC SHS CL A G0403H108 1,110 4,115 SH   SOLE 0 0 0 4,115
APPLE INC COM 037833100 7,391 54,057 SH   SOLE 0 0 0 54,057
APPLIED MATLS INC COM 038222105 1,117 12,274 SH   SOLE 0 0 0 12,274
AT&T INC COM 00206R102 6,899 329,133 SH   SOLE 0 0 0 329,133
AUTOMATIC DATA PROCESSING IN COM 053015103 520 2,478 SH   SOLE 0 0 0 2,478
BALL CORP COM 058498106 458 6,661 SH   SOLE 0 0 0 6,661
BANK NEW YORK MELLON CORP COM 064058100 1,405 33,681 SH   SOLE 0 0 0 33,681
BECTON DICKINSON & CO COM 075887109 631 2,562 SH   SOLE 0 0 0 2,562
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 399 1,461 SH   SOLE 0 0 0 1,461
BEST BUY INC COM 086516101 6,656 102,099 SH   SOLE 0 0 0 102,099
BORGWARNER INC COM 099724106 6,400 191,778 SH   SOLE 0 0 0 191,778
BRISTOL-MYERS SQUIBB CO COM 110122108 5,269 68,432 SH   SOLE 0 0 0 68,432
BROADCOM INC COM 11135F101 437 900 SH   SOLE 0 0 0 900
CARMAX INC COM 143130102 1,400 15,473 SH   SOLE 0 0 0 15,473
CBOE GLOBAL MKTS INC COM 12503M108 1,545 13,646 SH   SOLE 0 0 0 13,646
CHURCH & DWIGHT CO INC COM 171340102 533 5,755 SH   SOLE 0 0 0 5,755
CISCO SYS INC COM 17275R102 7,887 184,978 SH   SOLE 0 0 0 184,978
CITIGROUP INC COM NEW 172967424 6,500 141,326 SH   SOLE 0 0 0 141,326
CITRIX SYS INC COM 177376100 546 5,615 SH   SOLE 0 0 0 5,615
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 7,136 105,730 SH   SOLE 0 0 0 105,730
COINBASE GLOBAL INC COM CL A 19260Q107 1,995 42,436 SH   SOLE 0 0 0 42,436
COMCAST CORP NEW CL A 20030N101 8,196 208,867 SH   SOLE 0 0 0 208,867
CONSOLIDATED EDISON INC COM 209115104 1,238 13,020 SH   SOLE 0 0 0 13,020
COTERRA ENERGY INC COM 127097103 514 19,934 SH   SOLE 0 0 0 19,934
CUMMINS INC COM 231021106 1,399 7,229 SH   SOLE 0 0 0 7,229
CVS HEALTH CORP COM 126650100 8,665 93,514 SH   SOLE 0 0 0 93,514
DELTA AIR LINES INC DEL COM NEW 247361702 1,024 35,342 SH   SOLE 0 0 0 35,342
DESTINATION XL GROUP INC COM 25065K104 203 60,000 SH   SOLE 0 0 0 60,000
DISCOVER FINL SVCS COM 254709108 6,547 69,226 SH   SOLE 0 0 0 69,226
DISNEY WALT CO COM 254687106 548 5,800 SH   SOLE 0 0 0 5,800
DOLLAR GEN CORP NEW COM 256677105 598 2,438 SH   SOLE 0 0 0 2,438
ELECTRONIC ARTS INC COM 285512109 513 4,218 SH   SOLE 0 0 0 4,218
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 270 7,300 SH   SOLE 0 0 0 7,300
FISERV INC COM 337738108 1,439 16,172 SH   SOLE 0 0 0 16,172
FRANCO NEV CORP COM 351858105 237 1,800 SH   SOLE 0 0 0 1,800
GARMIN LTD SHS H2906T109 295 3,000 SH   SOLE 0 0 0 3,000
GILEAD SCIENCES INC COM 375558103 8,087 130,829 SH   SOLE 0 0 0 130,829
GLOBAL PMTS INC COM 37940X102 1,066 9,635 SH   SOLE 0 0 0 9,635
GLOBUS MED INC CL A 379577208 674 12,000 SH   SOLE 0 0 0 12,000
HCA HEALTHCARE INC COM 40412C101 1,259 7,492 SH   SOLE 0 0 0 7,492
HENRY JACK & ASSOC INC COM 426281101 543 3,018 SH   SOLE 0 0 0 3,018
HERSHEY CO COM 427866108 553 2,568 SH   SOLE 0 0 0 2,568
INTEL CORP COM 458140100 6,912 184,764 SH   SOLE 0 0 0 184,764
INTERCONTINENTAL EXCHANGE IN COM 45866F104 426 4,529 SH   SOLE 0 0 0 4,529
INTERNATIONAL BUSINESS MACHS COM 459200101 861 6,098 SH   SOLE 0 0 0 6,098
INVESCO QQQ TR UNIT SER 1 46090E103 621 2,215 SH   SOLE 0 0 0 2,215
JOHNSON & JOHNSON COM 478160104 703 3,960 SH   SOLE 0 0 0 3,960
JPMORGAN CHASE & CO COM 46625H100 6,878 61,079 SH   SOLE 0 0 0 61,079
KELLOGG CO COM 487836108 611 8,561 SH   SOLE 0 0 0 8,561
LAM RESEARCH CORP COM 512807108 1,132 2,656 SH   SOLE 0 0 0 2,656
LEIDOS HOLDINGS INC COM 525327102 1,679 16,670 SH   SOLE 0 0 0 16,670
LOCKHEED MARTIN CORP COM 539830109 236 550 SH   SOLE 0 0 0 550
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 7,039 80,479 SH   SOLE 0 0 0 80,479
MARSH & MCLENNAN COS INC COM 571748102 544 3,504 SH   SOLE 0 0 0 3,504
MCDONALDS CORP COM 580135101 592 2,396 SH   SOLE 0 0 0 2,396
MERCK & CO INC COM 58933Y105 7,773 85,253 SH   SOLE 0 0 0 85,253
META PLATFORMS INC CL A 30303M102 1,238 7,678 SH   SOLE 0 0 0 7,678
MICROSOFT CORP COM 594918104 5,408 21,057 SH   SOLE 0 0 0 21,057
NIO INC SPON ADS 62914V106 652 30,000 SH   SOLE 0 0 0 30,000
NORTONLIFELOCK INC COM 668771108 478 21,785 SH   SOLE 0 0 0 21,785
OBLONG INC COM 674434105 6 18,382 SH   SOLE 0 0 0 18,382
OLD NATL BANCORP IND COM 680033107 180 12,200 SH   SOLE 0 0 0 12,200
ORACLE CORP COM 68389X105 7,718 110,465 SH   SOLE 0 0 0 110,465
PAYPAL HLDGS INC COM 70450Y103 1,054 15,089 SH   SOLE 0 0 0 15,089
PEPSICO INC COM 713448108 250 1,500 SH   SOLE 0 0 0 1,500
PFIZER INC COM 717081103 246 4,700 SH   SOLE 0 0 0 4,700
PHILLIPS 66 COM 718546104 7,208 87,910 SH   SOLE 0 0 0 87,910
PROGRESSIVE CORP COM 743315103 3,708 31,891 SH   SOLE 0 0 0 31,891
PROLOGIS INC. COM 74340W103 247 2,100 SH   SOLE 0 0 0 2,100
PUBLIC STORAGE COM 74460D109 491 1,569 SH   SOLE 0 0 0 1,569
PULTE GROUP INC COM 745867101 1,337 33,729 SH   SOLE 0 0 0 33,729
RAYMOND JAMES FINL INC COM 754730109 1,675 18,738 SH   SOLE 0 0 0 18,738
REPUBLIC SVCS INC COM 760759100 569 4,347 SH   SOLE 0 0 0 4,347
ROYAL CARIBBEAN GROUP COM V7780T103 824 23,602 SH   SOLE 0 0 0 23,602
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 644 9,186 SH   SOLE 0 0 0 9,186
SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 551 7,489 SH   SOLE 0 0 0 7,489
SELECT SECTOR SPDR TR ENERGY 81369Y506 1,575 22,023 SH   SOLE 0 0 0 22,023
SELECT SECTOR SPDR TR FINANCIAL 81369Y605 2,842 90,374 SH   SOLE 0 0 0 90,374
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 1,948 22,306 SH   SOLE 0 0 0 22,306
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 5,706 44,888 SH   SOLE 0 0 0 44,888
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 1,512 20,952 SH   SOLE 0 0 0 20,952
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 3,148 24,548 SH   SOLE 0 0 0 24,548
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 1,799 13,083 SH   SOLE 0 0 0 13,083
SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 749 18,332 SH   SOLE 0 0 0 18,332
SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 2,002 36,895 SH   SOLE 0 0 0 36,895
SHERWIN WILLIAMS CO COM 824348106 8,764 39,139 SH   SOLE 0 0 0 39,139
SIMON PPTY GROUP INC NEW COM 828806109 6,578 69,298 SH   SOLE 0 0 0 69,298
SOFI TECHNOLOGIES INC COM 83406F102 65 12,300 SH   SOLE 0 0 0 12,300
STAGWELL INC COM CL A 85256A109 4,344 800,000 SH   SOLE 0 0 0 800,000
STANLEY BLACK & DECKER INC COM 854502101 7,236 69,007 SH   SOLE 0 0 0 69,007
SUN CMNTYS INC COM 866674104 3,187 20,000 SH   SOLE 0 0 0 20,000
SYSCO CORP COM 871829107 1,415 16,700 SH   SOLE 0 0 0 16,700
TESLA INC COM 88160R101 6,734 10,000 SH   SOLE 0 0 0 10,000
TESLA INC COM 88160R101 67 1,400 SH Put SOLE 0 0 0 1,400
TESLA INC COM 88160R101 83 1,500 SH Put SOLE 0 0 0 1,500
TESLA INC COM 88160R101 257 5,000 SH Put SOLE 0 0 0 5,000
TORO CO COM 891092108 659 8,700 SH   SOLE 0 0 0 8,700
TYSON FOODS INC CL A 902494103 9,576 111,269 SH   SOLE 0 0 0 111,269
UNITEDHEALTH GROUP INC COM 91324P102 1,335 2,600 SH   SOLE 0 0 0 2,600
VANECK ETF TRUST FALLEN ANGEL HG 92189F437 351 13,003 SH   SOLE 0 0 0 13,003
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 516 3,600 SH   SOLE 0 0 0 3,600
VERIZON COMMUNICATIONS INC COM 92343V104 892 17,585 SH   SOLE 0 0 0 17,585
VISA INC COM CL A 92826C839 354 1,800 SH   SOLE 0 0 0 1,800
WABTEC COM 929740108 1,574 19,182 SH   SOLE 0 0 0 19,182
WALMART INC COM 931142103 219 1,800 SH   SOLE 0 0 0 1,800
WASTE MGMT INC DEL COM 94106L109 545 3,560 SH   SOLE 0 0 0 3,560
YUM BRANDS INC COM 988498101 593 5,223 SH   SOLE 0 0 0 5,223