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
NEW FORTRESS ENERGY A CLASS A COMMON STOCK 644393100 41,500 12,500 SH SOLE 0 0 12,500
KOHLS CORP COMMON STOCK 500255104 178,300 21,026 SH SOLE 0 0 21,026
BOEING CO COMMON STOCK 097023105 231,950 1,107 SH SOLE 0 0 1,107
BERKSHIRE HATHAWAY CLASS B COMMON STOCK 084670702 238,513 491 SH SOLE 0 0 491
FORD MTR CO DEL COMMON STOCK 345370860 254,699 23,475 SH SOLE 0 0 23,475
META PLATFORMS INC CLASS A COMMON STOCK 30303M102 274,481 372 SH SOLE 0 0 372
DUPONT DE NEMOURS INC COMMON STOCK 26614N102 295,837 4,313 SH SOLE 0 0 4,313
SIEMENS A G FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS ADR 826197501 325,010 2,522 SH SOLE 0 0 2,522
ARAMARK COMMON STOCK 03852U106 329,998 7,881 SH SOLE 0 0 7,881
GENERAL DYNAMICS CORP COMMON STOCK 369550108 334,784 1,148 SH SOLE 0 0 1,148
OTIS WORLDWIDE CORP COMMON STOCK 68902V107 350,918 3,544 SH SOLE 0 0 3,544
TESLA INC COMMON STOCK 88160R101 357,685 1,126 SH SOLE 0 0 1,126
HILLENBRAND INC COMMON STOCK 431571108 366,234 18,248 SH SOLE 0 0 18,248
HP INC COMMON STOCK 40434L105 380,168 15,542 SH SOLE 0 0 15,542
JOHNSON CONTROLS INT F COMMON STOCK G51502105 416,777 3,946 SH SOLE 0 0 3,946
GE VERNOVA INC COMMON STOCK 36828A101 512,374 968 SH SOLE 0 0 968
WALMART INC COMMON STOCK 931142103 534,087 5,462 SH SOLE 0 0 5,462
CORTEVA INC COMMON STOCK 22052L104 551,784 7,404 SH SOLE 0 0 7,404
CARRIER GLOBAL CORP COMMON STOCK 14448C104 557,076 7,611 SH SOLE 0 0 7,611
AMERICAN ELEC PWR CO INC COMMON STOCK 025537101 592,567 5,711 SH SOLE 0 0 5,711
GUIDEWIRE SOFTWARE INC COMMON STOCK 40171V100 677,861 2,879 SH SOLE 0 0 2,879
TESLA INC COMMON STOCK 88160R101 736,654 2,319 SH SOLE 0 0 2,319
NVIDIA CORP COMMON STOCK 67066G104 742,630 4,700 SH SOLE 0 0 4,700
COSTCO WHSL CORP NEW COMMON STOCK 22160K105 746,239 754 SH SOLE 0 0 754
MICROSOFT CORP COMMON STOCK 594918104 746,355 1,500 SH SOLE 0 0 1,500
US FOODS HLDG CORP COMMON STOCK 912008109 774,028 10,051 SH SOLE 0 0 10,051
GE AEROSPACE COMMON STOCK 369604301 1,050,768 4,082 SH SOLE 0 0 4,082
EXELON CORP COMMON STOCK 30161N101 2,190,754 50,455 SH SOLE 0 0 50,455
HAWAIIAN ELEC INDS INC COMMON STOCK 419870100 2,486,113 233,877 SH SOLE 0 0 233,877
TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS ADR 874039100 2,594,669 11,456 SH SOLE 0 0 11,456
KOHLS CORP COMMON STOCK 500255104 2,633,775 310,587 SH SOLE 0 0 310,587
GENERAL MILLS INC COMMON STOCK 370334104 3,017,315 58,238 SH SOLE 0 0 58,238
EXXON MOBIL CORP COMMON STOCK 30231G102 3,021,061 28,025 SH SOLE 0 0 28,025
INTEL CORP COMMON STOCK 458140100 3,048,373 136,088 SH SOLE 0 0 136,088
PROCTER & GAMBLE CO COMMON STOCK 742718109 3,056,889 19,187 SH SOLE 0 0 19,187
PFIZER INC COMMON STOCK 717081103 3,199,015 131,973 SH SOLE 0 0 131,973
HUNTINGTON BANCSHARES IN COMMON STOCK 446150104 3,329,348 198,648 SH SOLE 0 0 198,648
ALPHABET INC CLASS C COMMON STOCK 02079K107 3,366,572 18,978 SH SOLE 0 0 18,978
ALLETE INC COMMON STOCK 018522300 3,441,485 53,714 SH SOLE 0 0 53,714
BRISTOL MYERS SQUIBB CO COMMON STOCK 110122108 3,460,866 74,765 SH SOLE 0 0 74,765
WHIRLPOOL CORP COMMON STOCK 963320106 4,113,468 40,559 SH SOLE 0 0 40,559
AMEREN CORP COMMON STOCK 023608102 4,349,641 45,290 SH SOLE 0 0 45,290
DOMINION ENERGY INC COMMON STOCK 25746U109 4,629,002 81,900 SH SOLE 0 0 81,900
CHIPOTLE MEXICAN GRILL I COMMON STOCK 169656105 4,670,108 83,172 SH SOLE 0 0 83,172
ALTRIA GROUP INC COMMON STOCK 02209S103 4,690,102 79,995 SH SOLE 0 0 79,995
NIKE INC CLASS B COMMON STOCK 654106103 5,151,851 72,520 SH SOLE 0 0 72,520
TARGET CORP EQUITY CLASS EQUITY COMMON STOCK 87612E106 5,440,686 55,151 SH SOLE 0 0 55,151
DOW INC COMMON STOCK 260557103 6,361,473 240,237 SH SOLE 0 0 240,237
PNC FINL SERVICES COMMON STOCK 693475105 6,530,044 35,029 SH SOLE 0 0 35,029
KRAFT HEINZ CO COMMON STOCK 500754106 7,213,717 279,385 SH SOLE 0 0 279,385
FORD MTR CO DEL COMMON STOCK 345370860 8,974,830 827,173 SH SOLE 0 0 827,173
CVS HEALTH CORP COMMON STOCK 126650100 9,878,873 143,214 SH SOLE 0 0 143,214
NVIDIA CORP COMMON STOCK 67066G104 12,856,626 81,376 SH SOLE 0 0 81,376
AMAZON.COM INC COMMON STOCK 023135106 13,926,000 63,476 SH SOLE 0 0 63,476
APPLE INC COMMON STOCK 037833100 16,762,996 81,703 SH SOLE 0 0 81,703