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
ADVANCE AUTO PARTS INC COM 00751Y106 2,486 12,014 SH   SOLE NONE 0 0 12,014
ALPHABET INC-CL A CAP STK CL A 02079K305 3,418 1,229 SH   SOLE NONE 0 0 1,229
AMERICAN INTERNATIONAL GROUP COM NEW 026874784 3,244 51,688 SH   SOLE NONE 0 0 51,688
APA CORP COM 03743Q108 4,458 107,871 SH   SOLE NONE 0 0 107,871
APPLE INC COM 037833100 559 3,200 SH   SOLE NONE 0 0 3,200
APPLIED MATERIALS INC COM 038222105 2,459 18,655 SH   SOLE NONE 0 0 18,655
ARCHER-DANIELS-MIDLAND CO COM 039483102 4,433 49,112 SH   SOLE NONE 0 0 49,112
ARISTA NETWORKS INC COM 040413106 3,779 27,189 SH   SOLE NONE 0 0 27,189
ARTHUR J GALLAGHER & CO COM 363576109 2,365 13,544 SH   SOLE NONE 0 0 13,544
BAKER HUGHES CO CL A 05722G100 2,931 80,512 SH   SOLE NONE 0 0 80,512
BERKSHIRE HATHAWAY INC-CL B CL B NEW 084670702 11,752 33,301 SH   SOLE NONE 0 0 33,301
BOOKING HOLDINGS INC COM 09857L108 1,991 848 SH   SOLE NONE 0 0 848
CELANESE CORP COM 150870103 1,482 10,376 SH   SOLE NONE 0 0 10,376
CENTENE CORP COM 15135B101 4,126 49,006 SH   SOLE NONE 0 0 49,006
CF INDUSTRIES HOLDINGS INC COM 125269100 3,499 33,949 SH   SOLE NONE 0 0 33,949
CHEVRON CORP COM 166764100 4,412 27,096 SH   SOLE NONE 0 0 27,096
CME GROUP INC COM 12572Q105 2,701 11,356 SH   SOLE NONE 0 0 11,356
CONOCOPHILLIPS COM 20825C104 3,589 35,892 SH   SOLE NONE 0 0 35,892
DEVON ENERGY CORP COM 25179M103 4,209 71,181 SH   SOLE NONE 0 0 71,181
DIAMONDBACK ENERGY INC COM 25278X109 4,029 29,391 SH   SOLE NONE 0 0 29,391
ELI LILLY & CO COM 532457108 3,948 13,785 SH   SOLE NONE 0 0 13,785
EOG RESOURCES INC COM 26875P101 2,456 20,603 SH   SOLE NONE 0 0 20,603
EQUIFAX INC COM 294429105 3,139 13,240 SH   SOLE NONE 0 0 13,240
EQUITY RESIDENTIAL SH BEN INT 29476L107 2,758 30,671 SH   SOLE NONE 0 0 30,671
EXXON MOBIL CORP COM 30231G102 3,901 47,237 SH   SOLE NONE 0 0 47,237
FORD MOTOR CO COM 345370860 3,154 186,521 SH   SOLE NONE 0 0 186,521
FORTINET INC COM 34959E109 3,946 11,547 SH   SOLE NONE 0 0 11,547
HALLIBURTON CO COM 406216101 2,923 77,187 SH   SOLE NONE 0 0 77,187
HARTFORD FINANCIAL SVCS GRP COM 416515104 1,443 20,093 SH   SOLE NONE 0 0 20,093
HCA HEALTHCARE INC COM 40412C101 3,931 15,686 SH   SOLE NONE 0 0 15,686
HILTON WORLDWIDE HOLDINGS IN COM 43300A203 3,698 24,371 SH   SOLE NONE 0 0 24,371
HOWMET AEROSPACE INC COM 443201108 2,522 70,166 SH   SOLE NONE 0 0 70,166
HUNT (JB) TRANSPRT SVCS INC COM 445658107 3,833 19,089 SH   SOLE NONE 0 0 19,089
INGERSOLL-RAND INC COM 45687V106 3,064 60,860 SH   SOLE NONE 0 0 60,860
INVESCO OPTIMUM YIELD DIVERS OPTIMUM YIELD 46090F100 2,765 156,719 SH   SOLE NONE 0 0 156,719
IQVIA HOLDINGS INC COM 46266C105 3,364 14,548 SH   SOLE NONE 0 0 14,548
ISHARES CORE S&P 500 ETF CORE S&P500 ETF 464287200 921 2,029 SH   SOLE NONE 0 0 2,029
ISHARES MSCI EAFE ETF MSCI EAFE ETF 464287465 15,310 208,017 SH   SOLE NONE 0 0 208,017
ISHARES MSCI EMERGING MARKET MSCI EMG MKT ETF 464287234 850 18,825 SH   SOLE NONE 0 0 18,825
ISHARES RUSSELL 2000 ETF RUSSELL 2000 ETF 464287655 14,371 70,009 SH   SOLE NONE 0 0 70,009
ISHARES RUSSELL MID-CAP ETF RUS MID CAP ETF 464287499 13,426 172,035 SH   SOLE NONE 0 0 172,035
ISHARES S&P GSCI COMMODITY I UNIT BEN INT 46428R107 4,133 182,489 SH   SOLE NONE 0 0 182,489
ISHARES SHORT TREASURY BOND SHORT TREAS BD 464288679 2,731 24,768 SH   SOLE NONE 0 0 24,768
JPMORGAN CHASE & CO COM 46625H100 1,668 12,234 SH   SOLE NONE 0 0 12,234
L3HARRIS TECHNOLOGIES INC COM 502431109 3,630 14,608 SH   SOLE NONE 0 0 14,608
LINCOLN NATIONAL CORP COM 534187109 2,377 36,368 SH   SOLE NONE 0 0 36,368
LIVE NATION ENTERTAINMENT IN COM 538034109 3,502 29,770 SH   SOLE NONE 0 0 29,770
MARATHON OIL CORP COM 565849106 2,375 94,596 SH   SOLE NONE 0 0 94,596
MARATHON PETROLEUM CORP COM 56585A102 3,413 39,917 SH   SOLE NONE 0 0 39,917
MARRIOTT INTERNATIONAL -CL A CL A 571903202 2,314 13,169 SH   SOLE NONE 0 0 13,169
MCCORMICK & CO-NON VTG SHRS COM NON VTG 579780206 3,059 30,647 SH   SOLE NONE 0 0 30,647
MICROCHIP TECHNOLOGY INC COM 595017104 1,930 25,680 SH   SOLE NONE 0 0 25,680
MOODY'S CORP COM 615369105 1,896 5,619 SH   SOLE NONE 0 0 5,619
MOSAIC CO/THE COM 61945C103 4,682 70,405 SH   SOLE NONE 0 0 70,405
NASDAQ INC COM 631103108 1,807 10,140 SH   SOLE NONE 0 0 10,140
NETAPP INC COM 64110D104 1,847 22,248 SH   SOLE NONE 0 0 22,248
NORTHROP GRUMMAN CORP COM 666807102 3,568 7,979 SH   SOLE NONE 0 0 7,979
NUCOR CORP COM 670346105 4,225 28,424 SH   SOLE NONE 0 0 28,424
OCCIDENTAL PETROLEUM CORP COM 674599105 3,528 62,183 SH   SOLE NONE 0 0 62,183
ORACLE CORP COM 68389X105 3,175 38,379 SH   SOLE NONE 0 0 38,379
PFIZER INC COM 717081103 3,280 63,365 SH   SOLE NONE 0 0 63,365
PHILIP MORRIS INTERNATIONAL COM 718172109 2,757 29,350 SH   SOLE NONE 0 0 29,350
QUANTA SERVICES INC COM 74762E102 4,257 32,346 SH   SOLE NONE 0 0 32,346
ROBERT HALF INTL INC COM 770323103 2,208 19,340 SH   SOLE NONE 0 0 19,340
SCHLUMBERGER LTD COM 806857108 3,595 87,037 SH   SOLE NONE 0 0 87,037
SPDR DOW JONES REIT ETF DJ REIT ETF 78464A607 14,652 124,888 SH   SOLE NONE 0 0 124,888
SPDR GOLD SHARES GOLD SHS 78463V107 2,787 15,428 SH   SOLE NONE 0 0 15,428
SPDR S&P 500 ETF TRUST TR UNIT 78462F103 15,940 35,294 SH   SOLE NONE 0 0 35,294
TJX COMPANIES INC COM 872540109 1,145 18,894 SH   SOLE NONE 0 0 18,894
TRACTOR SUPPLY COMPANY COM 892356106 2,736 11,726 SH   SOLE NONE 0 0 11,726
TRANSDIGM GROUP INC COM 893641100 1,014 1,557 SH   SOLE NONE 0 0 1,557
ULTA BEAUTY INC COM 90384S303 2,199 5,523 SH   SOLE NONE 0 0 5,523
US BANCORP COM NEW 902973304 1,728 32,508 SH   SOLE NONE 0 0 32,508
VANGUARD FTSE DEVELOPED ETF FTSE DEV MKT ETF 921943858 903 18,798 SH   SOLE NONE 0 0 18,798
VANGUARD FTSE EMERGING MARKE FTSE EMR MKT ETF 922042858 15,046 326,155 SH   SOLE NONE 0 0 326,155
WABTEC CORP COM 929740108 2,187 22,738 SH   SOLE NONE 0 0 22,738
WELLS FARGO & CO COM 949746101 3,181 65,637 SH   SOLE NONE 0 0 65,637
WEST PHARMACEUTICAL SERVICES COM 955306105 3,539 8,616 SH   SOLE NONE 0 0 8,616
WILLIAMS COS INC COM 969457100 3,058 91,518 SH   SOLE NONE 0 0 91,518
ISHARES 7-10 YEAR TREASURY B BARCLAYS 7 10 YR 464287440 37,330 347,351 SH   SOLE NONE 0 0 347,351
EXTRA SPACE STORAGE INC COM 30225T102 2,703 13,149 SH   SOLE NONE 0 0 13,149