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
ABBVIE INC COM 00287Y109 244 1,503 SH   SOLE   0 1,503 0
ACCENTURE PLC IRELAND CL A COM G1151C101 19,159 56,813 SH   SOLE   0 56,813 0
ADOBE INC COM 00724F101 15,950 35,008 SH   SOLE   0 35,008 0
ADVANCE AUTO PARTS INC COM 00751Y106 9,226 44,578 SH   SOLE   0 44,578 0
ADVANCED MICRO DEVICES INC COM 007903107 22,047 201,640 SH   SOLE   0 201,640 0
ALBEMARLE CORP COM 012653101 12,044 54,460 SH   SOLE   0 54,460 0
ALLSTATE CORP COM 020002101 5,936 42,858 SH   SOLE   0 42,858 0
ALLY FINANCIAL INC COM 02005N100 16,896 388,592 SH   SOLE   0 388,592 0
ALPHABET INC CLASS A COM 02079K305 101,605 36,531 SH   SOLE   0 36,531 0
AMAZON COM INC COM 023135106 97,564 29,928 SH   SOLE   0 29,928 0
AMERICAN ELEC PWR INC COM 025537101 401 4,022 SH   SOLE   0 4,022 0
AMERICAN EXPRESS CO COM 025816109 25,999 139,030 SH   SOLE   0 139,030 0
ANTHEM INC COM 036752103 42,486 86,491 SH   SOLE   0 86,491 0
APPLE INC COM 037833100 127,378 729,499 SH   SOLE   0 729,499 0
AT&T INC COM 00206R102 270 11,436 SH   SOLE   0 11,436 0
BANK OF AMERICA CORPORATION COM 060505104 34,842 845,281 SH   SOLE   0 845,281 0
BOSTON SCIENTIFIC CORP COM 101137107 25,084 566,352 SH   SOLE   0 566,352 0
BROADCOM INC COM 11135F101 35,532 56,429 SH   SOLE   0 56,429 0
CATERPILLAR INC DEL COM 149123101 353 1,584 SH   SOLE   0 1,584 0
CHUBB LTD COM H1467J104 10,997 51,413 SH   SOLE   0 51,413 0
CISCO SYS INC COM 17275R102 11,008 197,417 SH   SOLE   0 197,417 0
COCA-COLA CO COM 191216100 12,920 208,384 SH   SOLE   0 208,384 0
COMCAST CORP NEW CL A COM 20030N101 8,999 192,199 SH   SOLE   0 192,199 0
COMERICA INC COM 200340107 10,714 118,480 SH   SOLE   0 118,480 0
CONOCOPHILLIPS COM 20825C104 20,924 209,237 SH   SOLE   0 209,237 0
COSTCO WHSL CORP NEW COM 22160K105 41,694 72,405 SH   SOLE   0 72,405 0
CVS HEALTH CORP COM 126650100 32,865 324,725 SH   SOLE   0 324,725 0
DISNEY WALT CO COM 254687106 16,769 122,261 SH   SOLE   0 122,261 0
EOG RES INC COM 26875P101 24,863 208,526 SH   SOLE   0 208,526 0
EXPEDIA GROUP INC COM 30212P303 20,697 105,774 SH   SOLE   0 105,774 0
EXXON MOBIL CORP COM 30231G102 25,219 305,356 SH   SOLE   0 305,356 0
FEDEX CORP COM 31428X106 5,674 24,521 SH   SOLE   0 24,521 0
FIVE BELOW INC COM 33829M101 8,223 51,920 SH   SOLE   0 51,920 0
FORD MTR CO DEL COM 345370860 15,579 921,286 SH   SOLE   0 921,286 0
GOLDMAN SACHS GROUP INC COM 38141G104 10,998 33,316 SH   SOLE   0 33,316 0
HALLIBURTON CO COM 406216101 926 24,460 SH   SOLE   0 24,460 0
HANESBRANDS INC COM 410345102 10,064 675,892 SH   SOLE   0 675,892 0
HCA HEALTHCARE INC COM 40412C101 8,309 33,154 SH   SOLE   0 33,154 0
HONEYWELL INTL INC COM 438516106 12,174 62,563 SH   SOLE   0 62,563 0
HP INC COM 40434L105 351 9,672 SH   SOLE   0 9,672 0
HUNTSMAN CORP COM 447011107 204 5,440 SH   SOLE   0 5,440 0
IBM CORP COM 459200101 26,506 203,862 SH   SOLE   0 203,862 0
ILLINOIS TOOL WKS INC COM 452308109 272 1,301 SH   SOLE   0 1,301 0
INTL PAPER CO COM 460146103 274 5,939 SH   SOLE   0 5,939 0
INTUIT INC COM 461202103 664 1,380 SH   SOLE   0 1,380 0
IRON MTN INC REIT NEW COM 46284V101 351 6,336 SH   SOLE   0 6,336 0
JOHNSON & JOHNSON COM 478160104 32,017 180,655 SH   SOLE   0 180,655 0
JOHNSON CTLS INTL PLC COM G51502105 266 4,053 SH   SOLE   0 4,053 0
KRAFT HEINZ COMPANY COM 500754106 323 8,203 SH   SOLE   0 8,203 0
LAMAR ADVERTISING COMPANY COM 512816109 8,301 71,453 SH   SOLE   0 71,453 0
LEVI STRAUSS & CO COM 52736R102 6,505 329,223 SH   SOLE   0 329,223 0
LILLY ELI & CO COM 532457108 16,724 58,399 SH   SOLE   0 58,399 0
LINDE PLC COM G5494J103 21,340 66,807 SH   SOLE   0 66,807 0
LOCKHEED MARTIN CORP COM 539830109 367 831 SH   SOLE   0 831 0
LULULEMON ATHLETICA INC COM 550021109 14,139 38,713 SH   SOLE   0 38,713 0
MASTERCARD INC COM 57636Q104 9,135 25,562 SH   SOLE   0 25,562 0
MCDONALDS CORP COM 580135101 30,844 124,732 SH   SOLE   0 124,732 0
MEDTRONIC PLC COM G5960L103 34,526 311,189 SH   SOLE   0 311,189 0
MERCK & CO INC NEW COM 58933Y105 38,664 471,223 SH   SOLE   0 471,223 0
META PLATFORMS INC COM 30303M102 21,226 95,457 SH   SOLE   0 95,457 0
MICRON TECHNOLOGY INC COM 595112103 27,832 357,322 SH   SOLE   0 357,322 0
MICROSOFT CORP COM 594918104 119,941 389,027 SH   SOLE   0 389,027 0
MORGAN STANLEY COM 617446448 18,785 214,935 SH   SOLE   0 214,935 0
NETFLIX COM INC COM 64110L106 10,153 27,105 SH   SOLE   0 27,105 0
NEXTERA ENERGY INC COM 65339F101 406 4,787 SH   SOLE   0 4,787 0
NIKE INC COM 654106103 1,703 12,657 SH   SOLE   0 12,657 0
NORFOLK SOUTHERN CORP COM 655844108 32,566 114,179 SH   SOLE   0 114,179 0
NORTHROP GRUMMAN CORP COM 666807102 915 2,047 SH   SOLE   0 2,047 0
NVIDIA CORP COM 67066G104 54,884 201,144 SH   SOLE   0 201,144 0
PALO ALTO NETWORKS INC COM 697435105 43,760 70,296 SH   SOLE   0 70,296 0
PNC BANK CORP COM 693475105 28,201 152,890 SH   SOLE   0 152,890 0
PROCTER & GAMBLE CO. COM 742718109 258 1,687 SH   SOLE   0 1,687 0
REVOLVE GROUP INC COM 76156B107 7,774 144,799 SH   SOLE   0 144,799 0
ROCKWELL AUTOMATION INC COM 773903109 24,850 88,739 SH   SOLE   0 88,739 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 21,393 255,351 SH   SOLE   0 255,351 0
SALESFORCE INC COM 79466L302 36,332 171,118 SH   SOLE   0 171,118 0
SEALED AIR CORP NEW COM 81211K100 13,070 195,191 SH   SOLE   0 195,191 0
SENSATA TECHNOLOGIES HOLDING P COM G8060N102 247 4,851 SH   SOLE   0 4,851 0
SHOPIFY INC CL A COM 82509L107 9,075 13,426 SH   SOLE   0 13,426 0
SNAP INC COM 83304A106 10,928 303,648 SH   SOLE   0 303,648 0
SYNOPSYS INC COM 871607107 23,761 71,297 SH   SOLE   0 71,297 0
T MOBILE US INC COM 872590104 28,622 222,998 SH   SOLE   0 222,998 0
TARGET CORP COM 87612E106 21,315 100,438 SH   SOLE   0 100,438 0
TESLA MOTORS INC COM 88160R101 17,405 16,152 SH   SOLE   0 16,152 0
TEXAS INSTRS INC COM 882508104 577 3,146 SH   SOLE   0 3,146 0
UBER TECHNOLOGIES INC COM 90353T100 482 13,500 SH   SOLE   0 13,500 0
ULTA BEAUTY INC COM 90384S303 706 1,773 SH   SOLE   0 1,773 0
UNITED PARCEL SERVICES INC COM 911312106 21,303 99,331 SH   SOLE   0 99,331 0
UNITED RENTALS INC COM 911363109 19,132 53,861 SH   SOLE   0 53,861 0
UNITEDHEALTH GROUP INC COM 91324P102 48,221 94,556 SH   SOLE   0 94,556 0
UNIVERSAL HEALTH SVCS INC COM 913903100 10,104 69,710 SH   SOLE   0 69,710 0
VERIZON COMMUNICATIONS COM 92343V104 254 4,980 SH   SOLE   0 4,980 0
VISA INC CL A COM 92826C839 27,223 122,755 SH   SOLE   0 122,755 0
WELLS FARGO & CO NEW COM 949746101 7,823 161,430 SH   SOLE   0 161,430 0
SPDR GOLD TRUST COM 78463V107 201 1,110 SH   SOLE   0 1,110 0
SPDR S&P 500 ETF TRUST COM 78462F103 9,131 20,217 SH   SOLE   0 20,217 0
SPDR S&P DIVIDEND ETF COM 78464A763 1,115 8,702 SH   SOLE   0 8,702 0
VANGUARD REAL ESTATE ETF COM 922908553 226 2,081 SH   SOLE   0 2,081 0
VANGUARD S&P 500 ETF COM 922908363 235 565 SH   SOLE   0 565 0
VANGUARD 500 INDEX FD ADMIRAL COM 922908710 532 1,252 SH   SOLE   0 1,252 0
ABBOTT LABS COM 002824100 217 1,833 SH   SOLE   0 1,833 0
ADOBE INC COM 00724F101 23,767 52,164 SH   SOLE   0 52,164 0
ADVANCED MICRO DEVICES INC COM 007903107 26,424 241,668 SH   SOLE   0 241,668 0
ALBEMARLE CORP COM 012653101 10,761 48,660 SH   SOLE   0 48,660 0
ALLSTATE CORP COM 020002101 39,312 283,820 SH   SOLE   0 283,820 0
ALPHABET INC CLASS A COM 02079K305 157,570 56,652 SH   SOLE   0 56,652 0
ALPHABET INC CLASS C NON-VOTIN COM 02079K107 5,673 2,031 SH   SOLE   0 2,031 0
ALTRIA GROUP INC COM COM 02209S103 216 4,127 SH   SOLE   0 4,127 0
AMAZON COM INC COM 023135106 153,296 47,024 SH   SOLE   0 47,024 0
AMERICAN AIRLINE GROUP INC COM 02376R102 1,460 80,000 SH   SOLE   0 80,000 0
AMERICAN EXPRESS CO COM 025816109 43,758 234,001 SH   SOLE   0 234,001 0
ANTHEM INC COM 036752103 53,173 108,247 SH   SOLE   0 108,247 0
APPLE INC COM 037833100 228,507 1,308,671 SH   SOLE   0 1,308,671 0
BANK OF AMERICA CORPORATION COM 060505104 57,923 1,405,213 SH   SOLE   0 1,405,213 0
BOSTON SCIENTIFIC CORP COM 101137107 26,057 588,328 SH   SOLE   0 588,328 0
BROADCOM INC COM 11135F101 30,135 47,857 SH   SOLE   0 47,857 0
COMCAST CORP NEW CL A COM 20030N101 19,335 412,971 SH   SOLE   0 412,971 0
CONOCOPHILLIPS COM 20825C104 40,630 406,297 SH   SOLE   0 406,297 0
COSTCO WHSL CORP NEW COM 22160K105 52,709 91,533 SH   SOLE   0 91,533 0
CVS HEALTH CORP COM 126650100 37,840 373,877 SH   SOLE   0 373,877 0
DISNEY WALT CO COM 254687106 23,349 170,234 SH   SOLE   0 170,234 0
ENERGY TRANSFER LP COM 29273V100 1,122 100,300 SH   SOLE   0 100,300 0
ENTERPRISE PRODUCTS PARTNERS L COM 293792107 1,376 53,300 SH   SOLE   0 53,300 0
EOG RES INC COM 26875P101 25,011 209,770 SH   SOLE   0 209,770 0
EXPEDIA GROUP INC COM 30212P303 24,666 126,059 SH   SOLE   0 126,059 0
EXXON MOBIL CORP COM 30231G102 36,514 442,116 SH   SOLE   0 442,116 0
FEDEX CORP COM 31428X106 32,636 141,043 SH   SOLE   0 141,043 0
FORD MTR CO DEL COM 345370860 19,402 1,147,340 SH   SOLE   0 1,147,340 0
HCA HEALTHCARE INC COM 40412C101 11,785 47,024 SH   SOLE   0 47,024 0
HOME DEPOT INC COM 437076102 1,636 5,465 SH   SOLE   0 5,465 0
HONEYWELL INTL INC COM 438516106 18,179 93,426 SH   SOLE   0 93,426 0
JOHNSON & JOHNSON COM 478160104 48,387 273,019 SH   SOLE   0 273,019 0
JPMORGAN CHASE & CO COM 46625H100 570 4,179 SH   SOLE   0 4,179 0
LILLY ELI & CO COM 532457108 27,683 96,668 SH   SOLE   0 96,668 0
LINDE PLC COM G5494J103 46,720 146,261 SH   SOLE   0 146,261 0
LULULEMON ATHLETICA INC COM 550021109 16,540 45,285 SH   SOLE   0 45,285 0
MASTERCARD INC COM 57636Q104 13,992 39,151 SH   SOLE   0 39,151 0
MCDONALDS CORP COM 580135101 37,681 152,380 SH   SOLE   0 152,380 0
MEDTRONIC PLC COM G5960L103 50,400 454,263 SH   SOLE   0 454,263 0
MERCK & CO INC NEW COM 58933Y105 55,988 682,365 SH   SOLE   0 682,365 0
META PLATFORMS INC COM 30303M102 38,554 173,388 SH   SOLE   0 173,388 0
MICRON TECHNOLOGY INC COM 595112103 34,863 447,589 SH   SOLE   0 447,589 0
MICROSOFT CORP COM 594918104 196,834 638,428 SH   SOLE   0 638,428 0
MORGAN STANLEY COM 617446448 26,896 307,735 SH   SOLE   0 307,735 0
NETFLIX COM INC COM 64110L106 16,745 44,701 SH   SOLE   0 44,701 0
NIKE INC COM 654106103 12,250 91,040 SH   SOLE   0 91,040 0
NORFOLK SOUTHERN CORP COM 655844108 45,255 158,668 SH   SOLE   0 158,668 0
NVIDIA CORP COM 67066G104 76,598 280,722 SH   SOLE   0 280,722 0
PALO ALTO NETWORKS INC COM 697435105 43,604 70,045 SH   SOLE   0 70,045 0
PHILIP MORRIS INTERNATIONAL IN COM 718172109 235 2,499 SH   SOLE   0 2,499 0
PNC BANK CORP COM 693475105 27,852 150,998 SH   SOLE   0 150,998 0
PROCTER & GAMBLE CO. COM 742718109 633 4,141 SH   SOLE   0 4,141 0
ROCKWELL AUTOMATION INC COM 773903109 31,866 113,795 SH   SOLE   0 113,795 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 25,450 303,770 SH   SOLE   0 303,770 0
SALESFORCE INC COM 79466L302 37,220 175,300 SH   SOLE   0 175,300 0
T MOBILE US INC COM 872590104 35,278 274,861 SH   SOLE   0 274,861 0
TARGET CORP COM 87612E106 32,601 153,620 SH   SOLE   0 153,620 0
UNITED RENTALS INC COM 911363109 23,656 66,596 SH   SOLE   0 66,596 0
UNITEDHEALTH GROUP INC COM 91324P102 73,964 145,036 SH   SOLE   0 145,036 0
VISA INC CL A COM 92826C839 40,448 182,387 SH   SOLE   0 182,387 0
WELLS FARGO & CO NEW COM 949746101 55,360 1,142,385 SH   SOLE   0 1,142,385 0
WYNN RESORTS LTD COM 983134107 941 11,800 SH   SOLE   0 11,800 0
ZOETIS INC CL A COM 98978V103 1,811 9,605 SH   SOLE   0 9,605 0
SPDR S&P 500 ETF TRUST COM 78462F103 24,697 54,684 SH   SOLE   0 54,684 0