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
Expires: July 31, 2015
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
3M CO COM 88579Y101 1,484 9,750 SH SOLE 9,750 0 0
ABBOTT LABS COM 002824100 2,639 19,400 SH SOLE 19,400 0 0
ABBVIE INC COM 00287Y109 5,179 27,900 SH SOLE 27,900 0 0
ADVANCED MICRO DEVICES INC COM 007903107 6,856 48,318 SH SOLE 48,318 0 0
AFLAC INC COM 001055102 2,172 20,600 SH SOLE 20,600 0 0
ALPHABET INC CAP STK CL C 02079K107 8,170 46,055 SH SOLE 46,055 0 0
ALPHABET INC CAP STK CL A 02079K305 5,488 31,140 SH SOLE 31,140 0 0
AMAZON COM INC COM 023135106 21,235 96,793 SH SOLE 96,793 0 0
AMERICAN EXPRESS CO COM 025816109 3,509 11,000 SH SOLE 11,000 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 1,635 19,100 SH SOLE 19,100 0 0
AMGEN INC COM 031162100 3,800 13,609 SH SOLE 13,609 0 0
ANALOG DEVICES INC COM 032654105 952 4,000 SH SOLE 4,000 0 0
APA CORPORATION COM 03743Q108 457 25,000 SH SOLE 25,000 0 0
APPLE INC COM 037833100 16,653 81,169 SH SOLE 81,169 0 0
AT&T INC COM 00206R102 2,711 93,689 SH SOLE 93,689 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 3,084 10,000 SH SOLE 10,000 0 0
BANK AMER CORP COM 060505104 717 15,147 SH SOLE 15,147 0 0
BANK NEW YORK MELLON CORP COM 064058100 1,719 18,872 SH SOLE 18,872 0 0
BAUSCH HEALTH COS INC COM 071734107 666 100,000 SH SOLE 100,000 0 0
BAXTER INTL INC COM 071813109 878 29,000 SH SOLE 29,000 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 12,873 26,500 SH SOLE 26,500 0 0
BIOGEN INC COM 09062X103 722 5,750 SH SOLE 5,750 0 0
BLACKBERRY LTD COM 09228F103 229 50,000 SH SOLE 50,000 0 0
BOEING CO COM 097023105 1,830 8,735 SH SOLE 8,735 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 1,662 35,899 SH SOLE 35,899 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 732 10,000 SH SOLE 10,000 0 0
CATERPILLAR INC DEL COM 149123101 3,028 7,800 SH SOLE 7,800 0 0
CHEVRON CORP NEW COM 166764100 3,179 22,200 SH SOLE 22,200 0 0
CIENA CORP COM NEW 171779309 997 12,255 SH SOLE 12,255 0 0
CISCO SYS INC COM 17275R102 1,841 26,540 SH SOLE 26,540 0 0
CITIGROUP INC COM NEW 172967424 5,232 61,471 SH SOLE 61,471 0 0
COLGATE PALMOLIVE CO COM 194162103 945 10,400 SH SOLE 10,400 0 0
COMCAST CORP NEW CL A 20030N101 3,141 88,000 SH SOLE 88,000 0 0
CONOCOPHILLIPS COM 20825C104 3,705 41,281 SH SOLE 41,281 0 0
CORTEVA INC COM 22052L104 732 9,828 SH SOLE 9,828 0 0
COSTCO WHSL CORP NEW COM 22160K105 4,966 5,016 SH SOLE 5,016 0 0
CVS HEALTH CORP COM 126650100 116 1,675 SH SOLE 1,675 0 0
DEERE & CO COM 244199105 3,000 5,900 SH SOLE 5,900 0 0
DELL TECHNOLOGIES INC CL C 24703L202 852 6,946 SH SOLE 6,946 0 0
DEUTSCHE BANK AG NAMEN AKT D18190898 439 15,000 SH SOLE 15,000 0 0
DOW INC COM 260557103 260 9,828 SH SOLE 9,828 0 0
DUPONT DE NEMOURS INC COM 26614N102 320 4,665 SH SOLE 4,665 0 0
EMERSON ELEC CO COM 291011104 24 178 SH SOLE 178 0 0
EOG RES INC COM 26875P101 718 6,000 SH SOLE 6,000 0 0
EXXON MOBIL CORP COM 30231G102 6,691 62,066 SH SOLE 62,066 0 0
FIRST HORIZON NATL CORP COM 320517105 3,818 180,082 SH SOLE 180,082 0 0
FORD MTR CO DEL COM 345370860 3,745 345,157 SH SOLE 345,157 0 0
FRANKLIN RES INC COM 354613101 3,350 140,480 SH SOLE 140,480 0 0
GENERAL ELECTRIC CO COM 369604301 9,858 38,301 SH SOLE 38,301 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107 1,408 19,012 SH SOLE 19,012 0 0
GE VERNOVA INC COM 36828A101 5,067 9,575 SH SOLE 9,575 0 0
GILEAD SCIENCES INC COM 375558103 998 9,000 SH SOLE 9,000 0 0
GLOBE LIFE INC COM 37959E102 559 4,500 SH SOLE 4,500 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 5,662 8,000 SH SOLE 8,000 0 0
HALLIBURTON CO COM 406216101 163 8,000 SH SOLE 8,000 0 0
HERSHEY CO COM 427866108 664 4,000 SH SOLE 4,000 0 0
HONEYWELL INTL INC COM 438516106 3,284 14,100 SH SOLE 14,100 0 0
HORMEL FOODS CORP COM 440452100 605 20,000 SH SOLE 20,000 0 0
INTEL CORP COM 458140100 1,487 66,395 SH SOLE 66,395 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 3,508 11,900 SH SOLE 11,900 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 273 3,707 SH SOLE 3,707 0 0
INVESCO LTD SHS G491BT108 4,028 255,393 SH SOLE 255,393 0 0
ITT INC COM 45073V108 784 5,000 SH SOLE 5,000 0 0
JOHNSON & JOHNSON COM 478160104 4,414 28,900 SH SOLE 28,900 0 0
JPMORGAN CHASE & CO COM 46625H100 10,233 35,296 SH SOLE 35,296 0 0
KEYCORP NEW COM 493267108 523 30,000 SH SOLE 30,000 0 0
LOEWS CORP COM 540424108 614 6,700 SH SOLE 6,700 0 0
LOWES COS INC COM 548661107 3,399 15,320 SH SOLE 15,320 0 0
LUMEN TECHNOLOGIES INC COM 550241103 1,095 250,000 SH SOLE 250,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104 6,647 11,829 SH SOLE 11,829 0 0
MERCK & CO INC COM 58933Y105 1,813 22,900 SH SOLE 22,900 0 0
FACEBOOK INC CL A 30303M102 16,607 22,500 SH SOLE 22,500 0 0
METLIFE INC COM 59156R108 1,206 15,000 SH SOLE 15,000 0 0
MICRON TECHNOLOGY INC COM 595112103 2,440 19,800 SH SOLE 19,800 0 0
MICROSOFT CORP COM 594918104 17,062 34,302 SH SOLE 34,302 0 0
MORGAN STANLEY COM NEW 617446448 4,226 30,000 SH SOLE 30,000 0 0
NIKE INC CL B 654106103 1,066 15,000 SH SOLE 15,000 0 0
NOV INC COM 62955J103 149 12,000 SH SOLE 12,000 0 0
NUCOR CORP COM 670346105 389 3,000 SH SOLE 3,000 0 0
NVIDIA CORP COM 67066G104 43,638 276,210 SH SOLE 276,210 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 5,101 121,429 SH SOLE 121,429 0 0
ORACLE CORP COM 68389X105 8,144 37,250 SH SOLE 37,250 0 0
PARKER HANNIFIN CORP COM 701094104 1,746 2,500 SH SOLE 2,500 0 0
PEPSICO INC COM 713448108 1,717 13,000 SH SOLE 13,000 0 0
PFIZER INC COM 717081103 2,703 111,527 SH SOLE 111,527 0 0
PINNACLE WEST CAP CORP COM 723484101 2,684 30,000 SH SOLE 30,000 0 0
PITNEY BOWES INC COM 724479100 5,576 511,059 SH SOLE 511,059 0 0
PNC FINL SVCS GROUP INC COM 693475105 1,864 10,000 SH SOLE 10,000 0 0
PROGRESSIVE CORP OHIO COM 743315103 1,334 5,000 SH SOLE 5,000 0 0
PRUDENTIAL FINL INC COM 744320102 1,450 13,500 SH SOLE 13,500 0 0
PUBLIC STORAGE COM 74460D109 1,467 5,000 SH SOLE 5,000 0 0
QUALCOMM INC COM 747525103 796 5,000 SH SOLE 5,000 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 1,460 10,000 SH SOLE 10,000 0 0
SALESFORCE COM INC COM 79466L302 11,728 43,009 SH SOLE 43,009 0 0
SHERWIN WILLIAMS CO COM 824348106 1,030 3,000 SH SOLE 3,000 0 0
SHOPIFY INC CL A 82509L107 8,075 70,000 SH SOLE 70,000 0 0
SIMON PPTY GROUP INC NEW COM 828806109 1,125 7,000 SH SOLE 7,000 0 0
SOLVENTUM CORP COM SHS 83444M101 185 2,438 SH SOLE 2,438 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 3,837 5,000 SH SOLE 5,000 0 0
STANLEY BLACK & DECKER INC COM 854502101 203 3,000 SH SOLE 3,000 0 0
STARBUCKS CORP COM 855244109 1,924 21,000 SH SOLE 21,000 0 0
SYNCHRONY FINL COM 87165B103 8,815 132,073 SH SOLE 132,073 0 0
TESLA INC COM 88160R101 2,154 6,782 SH SOLE 6,782 0 0
TEXAS INSTRS INC COM 882508104 1,661 8,000 SH SOLE 8,000 0 0
ALLSTATE CORP COM 020002101 2,778 13,800 SH SOLE 13,800 0 0
COCA COLA CO COM 191216100 2,618 37,000 SH SOLE 37,000 0 0
DISNEY WALT CO COM DISNEY 254687106 4,515 36,407 SH SOLE 36,407 0 0
TJX COS INC NEW COM 872540109 3,211 26,000 SH SOLE 26,000 0 0
TRANSOCEAN LTD REG SHS H8817H100 648 250,000 SH SOLE 250,000 0 0
TRAVELERS COMPANIES INC COM 89417E109 1,873 7,000 SH SOLE 7,000 0 0
UNITED PARCEL SERVICE INC CL B 911312106 1,191 11,800 SH SOLE 11,800 0 0
UNITED HEALTH GROUP INC COM 91324P102 1,846 5,918 SH SOLE 5,918 0 0
US BANCORP DEL COM NEW 902973304 543 12,000 SH SOLE 12,000 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 2,910 67,263 SH SOLE 67,263 0 0
VIATRIS INC COM 92556V106 138 15,476 SH SOLE 15,476 0 0
VISA INC COM CL A 92826C839 6,169 17,375 SH SOLE 17,375 0 0
W R BERKLEY CORPORATION COM 084423102 744 10,125 SH SOLE 10,125 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 172 15,000 SH SOLE 15,000 0 0
WALMART INC COM 931142103 6,409 65,550 SH SOLE 65,550 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104 158 13,760 SH SOLE 13,760 0 0
WELLS FARGO CO NEW COM 949746101 7,055 88,052 SH SOLE 88,052 0 0
WABTEC CORP COM 929740108 378 1,806 SH SOLE 1,806 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 1,170 15,000 SH SOLE 15,000 0 0