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
ABBOTT LABS COM 002824100   1,835,685 16,838 SH   SOLE 0 0 0 16,838
ABBVIE INC COM 00287Y109   4,333,428 32,164 SH   SOLE 0 0 0 32,164
ABBVIE INC COM 00287Y109   20,115 19,000 SH Put SOLE 0 0 0 19,000
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   407,326 1,320 SH   SOLE 0 0 0 1,320
ADOBE SYSTEMS INCORPORATED COM 00724F101   342,293 700 SH   SOLE 0 0 0 700
ADVANCE AUTO PARTS INC COM 00751Y106   6,519,081 92,732 SH   SOLE 0 0 0 92,732
ADVANCED MICRO DEVICES INC COM 007903107   307,557 2,700 SH   SOLE 0 0 0 2,700
AKAMAI TECHNOLOGIES INC COM 00971T101   859,876 9,568 SH   SOLE 0 0 0 9,568
ALPHABET INC CAP STK CL A 02079K305   2,675,175 22,349 SH   SOLE 0 0 0 22,349
ALPHABET INC CAP STK CL C 02079K107   2,372,343 19,611 SH   SOLE 0 0 0 19,611
AMAZON COM INC COM 023135106   3,786,828 29,049 SH   SOLE 0 0 0 29,049
AMEREN CORP COM 023608102   253,177 3,100 SH   SOLE 0 0 0 3,100
AMERICAN EXPRESS CO COM 025816109   209,040 1,200 SH   SOLE 0 0 0 1,200
AMGEN INC COM 031162100   692,924 3,121 SH   SOLE 0 0 0 3,121
AON PLC SHS CL A G0403H108   1,665,034 4,823 SH   SOLE 0 0 0 4,823
APPLE INC COM 037833100   16,296,343 84,015 SH   SOLE 0 0 0 84,015
APPLE INC COM 037833100   301,990 2,600 SH Call SOLE 0 0 0 2,600
APPLIED MATLS INC COM 038222105   2,216,897 15,338 SH   SOLE 0 0 0 15,338
AT&T INC COM 00206R102   295,920 18,553 SH   SOLE 0 0 0 18,553
BECTON DICKINSON & CO COM 075887109   879,848 3,333 SH   SOLE 0 0 0 3,333
BERKLEY W R CORP COM 084423102   214,416 3,600 SH   SOLE 0 0 0 3,600
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   17,548,201 51,461 SH   SOLE 0 0 0 51,461
BEST BUY INC COM 086516101   9,999,350 122,018 SH   SOLE 0 0 0 122,018
BLACKROCK INC COM 09247X101   207,342 300 SH   SOLE 0 0 0 300
BOSTON SCIENTIFIC CORP COM 101137107   270,450 5,000 SH   SOLE 0 0 0 5,000
BRISTOL-MYERS SQUIBB CO COM 110122108   4,541,217 71,012 SH   SOLE 0 0 0 71,012
BROADCOM INC COM 11135F101   954,173 1,100 SH   SOLE 0 0 0 1,100
CARLISLE COS INC COM 142339100   230,877 900 SH   SOLE 0 0 0 900
CARMAX INC COM 143130102   2,004,782 23,952 SH   SOLE 0 0 0 23,952
CATERPILLAR INC COM 149123101   246,050 1,000 SH   SOLE 0 0 0 1,000
CBOE GLOBAL MKTS INC COM 12503M108   1,883,284 13,646 SH   SOLE 0 0 0 13,646
CDW CORP COM 12514G108   1,713,803 9,340 SH   SOLE 0 0 0 9,340
CELANESE CORP DEL COM 150870103   9,457,854 81,674 SH   SOLE 0 0 0 81,674
CISCO SYS INC COM 17275R102   11,368,636 219,726 SH   SOLE 0 0 0 219,726
CITIGROUP INC COM NEW 172967424   8,566,242 186,061 SH   SOLE 0 0 0 186,061
CME GROUP INC COM 12572Q105   752,648 4,062 SH   SOLE 0 0 0 4,062
COCA COLA CO COM 191216100   425,308 7,063 SH   SOLE 0 0 0 7,063
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102   9,050,697 138,644 SH   SOLE 0 0 0 138,644
COINBASE GLOBAL INC COM CL A 19260Q107   3,036,296 42,436 SH   SOLE 0 0 0 42,436
COMCAST CORP NEW CL A 20030N101   11,272,006 271,288 SH   SOLE 0 0 0 271,288
CONOCOPHILLIPS COM 20825C104   310,830 3,000 SH   SOLE 0 0 0 3,000
CONSOLIDATED EDISON INC COM 209115104   828,697 9,167 SH   SOLE 0 0 0 9,167
CORNING INC COM 219350105   8,884,672 253,558 SH   SOLE 0 0 0 253,558
CORTEVA INC COM 22052L104   536,213 9,358 SH   SOLE 0 0 0 9,358
COSTCO WHSL CORP NEW COM 22160K105   327,873 609 SH   SOLE 0 0 0 609
CROWN CASTLE INC COM 22822V101   216,486 1,900 SH   SOLE 0 0 0 1,900
CSX CORP COM 126408103   289,850 8,500 SH   SOLE 0 0 0 8,500
CUMMINS INC COM 231021106   1,949,477 7,952 SH   SOLE 0 0 0 7,952
CVS HEALTH CORP COM 126650100   9,786,279 141,563 SH   SOLE 0 0 0 141,563
DANAHER CORPORATION COM 235851102   264,000 1,100 SH   SOLE 0 0 0 1,100
DELTA AIR LINES INC DEL COM NEW 247361702   2,223,018 46,761 SH   SOLE 0 0 0 46,761
DESTINATION XL GROUP INC COM 25065K104   205,800 42,000 SH   SOLE 0 0 0 42,000
DISCOVER FINL SVCS COM 254709108   9,559,481 81,810 SH   SOLE 0 0 0 81,810
DISNEY WALT CO COM 254687106   504,764 5,654 SH   SOLE 0 0 0 5,654
DUKE ENERGY CORP NEW COM NEW 26441C204   528,210 5,886 SH   SOLE 0 0 0 5,886
EATON CORP PLC SHS G29183103   1,192,523 5,930 SH   SOLE 0 0 0 5,930
ELECTRONIC ARTS INC COM 285512109   571,718 4,408 SH   SOLE 0 0 0 4,408
EOG RES INC COM 26875P101   217,436 1,900 SH   SOLE 0 0 0 1,900
ESSENT GROUP LTD COM G3198U102   1,251,760 26,747 SH   SOLE 0 0 0 26,747
EXXON MOBIL CORP COM 30231G102   5,333,363 49,728 SH   SOLE 0 0 0 49,728
F5 INC COM 315616102   1,911,618 13,070 SH   SOLE 0 0 0 13,070
FIDELITY NATL INFORMATION SV COM 31620M106   8,071,491 147,559 SH   SOLE 0 0 0 147,559
FIRSTENERGY CORP COM 337932107   8,870,910 228,161 SH   SOLE 0 0 0 228,161
FISERV INC COM 337738108   214,455 1,700 SH   SOLE 0 0 0 1,700
FLEETCOR TECHNOLOGIES INC COM 339041105   200,864 800 SH   SOLE 0 0 0 800
FORD MTR CO DEL COM 345370860   1,324,919 87,569 SH   SOLE 0 0 0 87,569
FOX CORP CL A COM 35137L105   9,762,443 287,131 SH   SOLE 0 0 0 287,131
GEN DIGITAL INC COM 668771108   2,491,089 134,291 SH   SOLE 0 0 0 134,291
GENERAL DYNAMICS CORP COM 369550108   236,665 1,100 SH   SOLE 0 0 0 1,100
GENERAL ELECTRIC CO COM NEW 369604301   274,651 2,500 SH   SOLE 0 0 0 2,500
GLOBAL PMTS INC COM 37940X102   1,475,501 14,977 SH   SOLE 0 0 0 14,977
GLOBUS MED INC CL A 379577208   714,480 12,000 SH   SOLE 0 0 0 12,000
GOLDMAN SACHS GROUP INC COM 38141G104   355,117 1,101 SH   SOLE 0 0 0 1,101
HAVERTY FURNITURE COS INC COM 419596101   4,351,680 144,000 SH   SOLE 0 0 0 144,000
HERSHEY CO COM 427866108   542,598 2,173 SH   SOLE 0 0 0 2,173
HESS CORP COM 42809H107   217,520 1,600 SH   SOLE 0 0 0 1,600
HOME DEPOT INC COM 437076102   652,484 2,100 SH   SOLE 0 0 0 2,100
HONEYWELL INTL INC COM 438516106   375,927 1,812 SH   SOLE 0 0 0 1,812
HUMANA INC COM 444859102   223,565 500 SH   SOLE 0 0 0 500
ILLINOIS TOOL WKS INC COM 452308109   425,272 1,700 SH   SOLE 0 0 0 1,700
INTEL CORP COM 458140100   407,991 12,201 SH   SOLE 0 0 0 12,201
INTERCONTINENTAL EXCHANGE IN COM 45866F104   284,622 2,517 SH   SOLE 0 0 0 2,517
INTERNATIONAL BUSINESS MACHS COM 459200101   1,042,361 7,790 SH   SOLE 0 0 0 7,790
INTUIT COM 461202103   229,553 501 SH   SOLE 0 0 0 501
INTUITIVE SURGICAL INC COM NEW 46120E602   205,164 600 SH   SOLE 0 0 0 600
INVESCO QQQ TR UNIT SER 1 46090E103   295,536 800 SH   SOLE 0 0 0 800
ISHARES TR SHORT TREAS BD 464288679   216,703 1,962 SH   SOLE 0 0 0 1,962
JOHNSON & JOHNSON COM 478160104   1,312,738 7,931 SH   SOLE 0 0 0 7,931
JPMORGAN CHASE & CO COM 46625H100   10,677,964 73,418 SH   SOLE 0 0 0 73,418
JUNIPER NETWORKS INC COM 48203R104   241,241 7,700 SH   SOLE 0 0 0 7,700
KELLOGG CO COM 487836108   544,390 8,077 SH   SOLE 0 0 0 8,077
KINDER MORGAN INC DEL COM 49456B101   306,516 17,800 SH   SOLE 0 0 0 17,800
KROGER CO COM 501044101   1,691,368 35,987 SH   SOLE 0 0 0 35,987
LEIDOS HOLDINGS INC COM 525327102   524,332 5,926 SH   SOLE 0 0 0 5,926
LILLY ELI & CO COM 532457108   1,266,246 2,700 SH   SOLE 0 0 0 2,700
LOCKHEED MARTIN CORP COM 539830109   208,552 453 SH   SOLE 0 0 0 453
LOWES COS INC COM 548661107   225,700 1,000 SH   SOLE 0 0 0 1,000
MARATHON OIL CORP COM 565849106   376,135 16,340 SH   SOLE 0 0 0 16,340
MASTERCARD INCORPORATED CL A 57636Q104   471,960 1,200 SH   SOLE 0 0 0 1,200
MATCH GROUP INC NEW COM 57667L107   1,852,072 44,255 SH   SOLE 0 0 0 44,255
MCCORMICK & CO INC COM NON VTG 579780206   4,571,288 52,405 SH   SOLE 0 0 0 52,405
MCDONALDS CORP COM 580135101   1,141,039 3,824 SH   SOLE 0 0 0 3,824
MEDTRONIC PLC SHS G5960L103   273,110 3,100 SH   SOLE 0 0 0 3,100
MERCK & CO INC COM 58933Y105   1,029,061 8,918 SH   SOLE 0 0 0 8,918
META PLATFORMS INC CL A 30303M102   1,437,770 5,010 SH   SOLE 0 0 0 5,010
MICROCHIP TECHNOLOGY INC. COM 595017104   12,315,416 137,464 SH   SOLE 0 0 0 137,464
MICROSOFT CORP COM 594918104   6,544,382 19,218 SH   SOLE 0 0 0 19,218
MOLINA HEALTHCARE INC COM 60855R100   1,881,846 6,247 SH   SOLE 0 0 0 6,247
MONDELEZ INTL INC CL A 609207105   272,139 3,731 SH   SOLE 0 0 0 3,731
MOODYS CORP COM 615369105   278,176 800 SH   SOLE 0 0 0 800
MORGAN STANLEY COM NEW 617446448   230,580 2,700 SH   SOLE 0 0 0 2,700
MOSAIC CO NEW COM 61945C103   210,000 6,000 SH   SOLE 0 0 0 6,000
MOTOROLA SOLUTIONS INC COM NEW 620076307   565,444 1,928 SH   SOLE 0 0 0 1,928
NETFLIX INC COM 64110L106   264,294 600 SH   SOLE 0 0 0 600
NEXTERA ENERGY INC COM 65339F101   230,020 3,100 SH   SOLE 0 0 0 3,100
NIO INC SPON ADS 62914V106   290,700 30,000 SH   SOLE 0 0 0 30,000
NORFOLK SOUTHN CORP COM 655844108   4,571,028 20,158 SH   SOLE 0 0 0 20,158
NVIDIA CORPORATION COM 67066G104   1,186,994 2,806 SH   SOLE 0 0 0 2,806
OLD NATL BANCORP IND COM 680033107   171,462 12,300 SH   SOLE 0 0 0 12,300
ORACLE CORP COM 68389X105   1,242,347 10,432 SH   SOLE 0 0 0 10,432
OREILLY AUTOMOTIVE INC COM 67103H107   286,590 300 SH   SOLE 0 0 0 300
PALANTIR TECHNOLOGIES INC CL A 69608A108   3,066,000 200,000 SH   SOLE 0 0 0 200,000
PAYPAL HLDGS INC COM 70450Y103   1,929,498 28,915 SH   SOLE 0 0 0 28,915
PEPSICO INC COM 713448108   681,054 3,677 SH   SOLE 0 0 0 3,677
PFIZER INC COM 717081103   8,894,069 242,477 SH   SOLE 0 0 0 242,477
PHILLIPS 66 COM 718546104   9,193,364 96,387 SH   SOLE 0 0 0 96,387
PIONEER NAT RES CO COM 723787107   310,770 1,500 SH   SOLE 0 0 0 1,500
PPG INDS INC COM 693506107   569,472 3,840 SH   SOLE 0 0 0 3,840
PROCORE TECHNOLOGIES INC COM 74275K108   1,817,730 27,935 SH   SOLE 0 0 0 27,935
PROCTER AND GAMBLE CO COM 742718109   5,331,885 35,138 SH   SOLE 0 0 0 35,138
PROGRESSIVE CORP COM 743315103   4,247,489 32,088 SH   SOLE 0 0 0 32,088
PROLOGIS INC. COM 74340W103   504,255 4,112 SH   SOLE 0 0 0 4,112
PUBLIC STORAGE COM 74460D109   542,021 1,857 SH   SOLE 0 0 0 1,857
RAYMOND JAMES FINL INC COM 754730109   1,665,324 16,048 SH   SOLE 0 0 0 16,048
RAYTHEON TECHNOLOGIES CORP COM 75513E101   2,175,104 22,204 SH   SOLE 0 0 0 22,204
REALTY INCOME CORP COM 756109104   523,880 8,762 SH   SOLE 0 0 0 8,762
REPUBLIC SVCS INC COM 760759100   642,601 4,195 SH   SOLE 0 0 0 4,195
ROPER TECHNOLOGIES INC COM 776696106   613,020 1,275 SH   SOLE 0 0 0 1,275
ROYAL CARIBBEAN GROUP COM V7780T103   2,335,499 22,513 SH   SOLE 0 0 0 22,513
S&P GLOBAL INC COM 78409V104   320,712 800 SH   SOLE 0 0 0 800
SALESFORCE INC COM 79466L302   338,016 1,600 SH   SOLE 0 0 0 1,600
SEALED AIR CORP NEW COM 81211K100   1,779,960 44,499 SH   SOLE 0 0 0 44,499
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886   1,097,858 16,777 SH   SOLE 0 0 0 16,777
SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100   948,417 11,445 SH   SOLE 0 0 0 11,445
SELECT SECTOR SPDR TR ENERGY 81369Y506   1,983,134 24,432 SH   SOLE 0 0 0 24,432
SELECT SECTOR SPDR TR FINANCIAL 81369Y605   5,271,706 156,384 SH   SOLE 0 0 0 156,384
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704   3,384,023 31,532 SH   SOLE 0 0 0 31,532
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   6,873,027 39,532 SH   SOLE 0 0 0 39,532
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308   2,386,962 32,182 SH   SOLE 0 0 0 32,182
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209   4,810,908 36,246 SH   SOLE 0 0 0 36,246
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407   3,438,866 20,251 SH   SOLE 0 0 0 20,251
SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860   1,020,560 27,078 SH   SOLE 0 0 0 27,078
SELECT SECTOR SPDR TR COMMUNICATION 81369Y852   2,591,624 39,822 SH   SOLE 0 0 0 39,822
SHELL PLC SPON ADS 780259305   412,214 6,827 SH   SOLE 0 0 0 6,827
SHERWIN WILLIAMS CO COM 824348106   10,710,811 40,339 SH   SOLE 0 0 0 40,339
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107   1,046,835 40,956 SH   SOLE 0 0 0 40,956
SIMON PPTY GROUP INC NEW COM 828806109   9,552,150 82,717 SH   SOLE 0 0 0 82,717
SMUCKER J M CO COM NEW 832696405   236,272 1,600 SH   SOLE 0 0 0 1,600
STAGWELL INC COM CL A 85256A109   4,109,700 570,000 SH   SOLE 0 0 0 570,000
STANLEY BLACK & DECKER INC COM 854502101   9,953,576 106,217 SH   SOLE 0 0 0 106,217
STRYKER CORPORATION COM 863667101   244,072 800 SH   SOLE 0 0 0 800
SYSCO CORP COM 871829107   1,395,331 18,805 SH   SOLE 0 0 0 18,805
TESLA INC COM 88160R101   811,487 3,100 SH   SOLE 0 0 0 3,100
TEXAS INSTRS INC COM 882508104   252,748 1,404 SH   SOLE 0 0 0 1,404
THE CIGNA GROUP COM 125523100   224,480 800 SH   SOLE 0 0 0 800
THERMO FISHER SCIENTIFIC INC COM 883556102   313,050 600 SH   SOLE 0 0 0 600
TJX COS INC NEW COM 872540109   279,807 3,300 SH   SOLE 0 0 0 3,300
TRACTOR SUPPLY CO COM 892356106   221,100 1,000 SH   SOLE 0 0 0 1,000
TRAVELERS COMPANIES INC COM 89417E109   553,281 3,186 SH   SOLE 0 0 0 3,186
TRUIST FINL CORP COM 89832Q109   347,083 11,436 SH   SOLE 0 0 0 11,436
TYSON FOODS INC CL A 902494103   9,837,499 192,741 SH   SOLE 0 0 0 192,741
UNION PAC CORP COM 907818108   347,854 1,700 SH   SOLE 0 0 0 1,700
UNITED PARCEL SERVICE INC CL B 911312106   215,817 1,204 SH   SOLE 0 0 0 1,204
UNITED RENTALS INC COM 911363109   1,336,110 3,000 SH   SOLE 0 0 0 3,000
UNITEDHEALTH GROUP INC COM 91324P102   2,048,989 4,263 SH   SOLE 0 0 0 4,263
VANGUARD INDEX FDS MID CAP ETF 922908629   224,977 1,022 SH   SOLE 0 0 0 1,022
VANGUARD INDEX FDS SML CP GRW ETF 922908595   240,486 1,047 SH   SOLE 0 0 0 1,047
VANGUARD INDEX FDS LARGE CAP ETF 922908637   931,978 4,597 SH   SOLE 0 0 0 4,597
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844   568,505 3,500 SH   SOLE 0 0 0 3,500
VERIZON COMMUNICATIONS INC COM 92343V104   1,010,006 27,158 SH   SOLE 0 0 0 27,158
VISA INC COM CL A 92826C839   1,747,800 7,360 SH   SOLE 0 0 0 7,360
WALMART INC COM 931142103   282,924 1,800 SH   SOLE 0 0 0 1,800
WASTE MGMT INC DEL COM 94106L109   861,726 4,969 SH   SOLE 0 0 0 4,969
WELLS FARGO CO NEW COM 949746101   358,512 8,400 SH   SOLE 0 0 0 8,400
WILLIAMS COS INC COM 969457100   602,611 18,468 SH   SOLE 0 0 0 18,468
WORKDAY INC CL A 98138H101   609,903 2,700 SH   SOLE 0 2,700 0 0
YUM BRANDS INC COM 988498101   985,091 7,110 SH   SOLE 0 0 0 7,110