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
AFFIRM HLDGS INC COM CL A 00827B106 929 12,476 SH SOLE 12,476 0 0
ALLSTATE CORP COM 020002101 19,076 91,646 SH SOLE 91,646 0 0
ALPHABET INC CAP STK CL A 02079K305 7,157 22,867 SH SOLE 22,867 0 0
AMAZON COM INC COM 023135106 263 1,140 SH SOLE 1,140 0 0
AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 843 10,950 SH SOLE 10,950 0 0
AMERICAN ELEC PWR INC COM 025537101 14,800 128,348 SH SOLE 128,348 0 0
APPLE INC COM 037833100 622 2,289 SH SOLE 2,289 0 0
APPLIED MATLS INC COM 038222105 24,464 95,196 SH SOLE 95,196 0 0
AXOGEN INC COM 05463X106 5,793 176,995 SH SOLE 176,995 0 0
BAKER HUGHES COMPANY CL A 05722G100 414 9,100 SH SOLE 9,100 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 15,110 280,131 SH SOLE 280,131 0 0
CHEVRON CORP NEW COM 166764100 18,933 124,226 SH SOLE 124,226 0 0
CISCO SYS INC COM 17275R102 17,834 231,525 SH SOLE 231,525 0 0
CONAGRA BRANDS INC COM 205887102 15,244 880,644 SH SOLE 880,644 0 0
COSTCO WHSL CORP NEW COM 22160K105 216 250 SH SOLE 250 0 0
CONOCOPHILLIPS COM 20825C104 690 7,376 SH SOLE 7,376 0 0
CVS HEALTH CORP COM 126650100 11,551 145,552 SH SOLE 145,552 0 0
D R HORTON INC COM 23331A109 9,268 64,345 SH SOLE 64,345 0 0
FEDEX CORP COM 31428X106 18,602 64,399 SH SOLE 64,399 0 0
FOX CORP CL B COM 35137L204 18,542 285,570 SH SOLE 285,570 0 0
FRANKLIN TEMPLETON ETF TR FRANKLIN INDIA 35473P769 259 6,700 SH SOLE 6,700 0 0
GILEAD SCIENCES INC COM 375558103 761 6,200 SH SOLE 6,200 0 0
HP INC COM 40434L105 7,424 333,201 SH SOLE 333,201 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 2,366 3,851 SH SOLE 3,851 0 0
ISHARES INC MSCI GERMANY ETF 464286806 707 16,630 SH SOLE 16,630 0 0
ISHARES INC MSCI EMRG CHN 46434G764 568 7,820 SH SOLE 7,820 0 0
ISHARES INC MSCI JPN ETF NEW 46434G822 582 7,205 SH SOLE 7,205 0 0
ISHARES TR CORE S&P MCP ETF 464287507 221 3,350 SH SOLE 3,350 0 0
ISHARES TR CORE MSCI INTL 46435G326 1,411 17,110 SH SOLE 17,110 0 0
ISHARES TR CORE S&P500 ETF 464287200 2,188 3,194 SH SOLE 3,194 0 0
ISHARES TR CORE S&P SCP ETF 464287804 453 3,770 SH SOLE 3,770 0 0
LEAR CORP COM NEW 521865204 9,858 86,020 SH SOLE 86,020 0 0
MEDTRONIC PLC SHS G5960L103 16,960 176,552 SH SOLE 176,552 0 0
META PLATFORMS INC CL A 30303M102 19,108 28,947 SH SOLE 28,947 0 0
MICROSOFT CORP COM 594918104 336 695 SH SOLE 695 0 0
MUELLER INDS INC COM 624756102 19,828 172,716 SH SOLE 172,716 0 0
NEWMONT CORP COM 651639106 16,247 162,715 SH SOLE 162,715 0 0
ON SEMICONDUCTOR CORP COM 682189105 15,075 278,390 SH SOLE 278,390 0 0
ORACLE CORP COM 68389X105 15,089 77,415 SH SOLE 77,415 0 0
PALANTIR TECHNOLOGIES INC COM 69608A108 208 1,171 SH SOLE 1,171 0 0
PAYPAL HLDGS INC COM 70450Y103 13,241 226,805 SH SOLE 226,805 0 0
PHILLIPS 66 COM 718546104 17,779 137,782 SH SOLE 137,782 0 0
PROSHARES TR SHORT QQQ 74349Y837 453 15,000 SH SOLE 15,000 0 0
QORVO INC COM 74736K101 13,059 154,529 SH SOLE 154,529 0 0
RTX CORPORATION COM 75513E101 27,402 149,410 SH SOLE 149,410 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 4,139 6,069 SH SOLE 6,069 0 0
UNITED RENTALS INC COM 911363109 23,984 29,635 SH SOLE 29,635 0 0
USA COMPRESSION PARTNERS LP COMUNIT LTDPAR 90290N109 270 11,750 SH SOLE 11,750 0 0
VALMONT INDS INC COM 920253101 14,398 35,787 SH SOLE 35,787 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1,233 22,933 SH SOLE 22,933 0 0
VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 1,881 22,502 SH SOLE 22,502 0 0
VANGUARD INTL EQUITY INDEX FD TT WRLD ST ETF 922042742 915 6,485 SH SOLE 6,485 0 0
VANGUARD WORLD FD INF TECH ETF 92204A702 377 500 SH SOLE 500 0 0
VANGUARD INDEX FUNDS TOTAL STK MKT 922908769 3,458 10,315 SH SOLE 10,315 0 0
VANGUARD INTERNATIONAL EQUITY FTSE PACIFIC ETF 922042866 346 3,832 SH SOLE 3,832 0 0
VANGUARD RUSSELL 2000 VNG RUS2000IDX 92206C664 410 4,123 SH SOLE 4,123 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 9,416 231,190 SH SOLE 231,190 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 1,652 3,645 SH SOLE 3,645 0 0
WISDOMTREE TR FLOATNG RAT TREA 97717Y527 4,652 92,446 SH SOLE 92,446 0 0
WISDOMTREE TR US SMALLCAP DIVD 97717W604 1,284 38,395 SH SOLE 38,395 0 0