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
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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 6,884,242 27,358 SH SOLE 27,358 0 0
AMAZON COM INC COM 023135106 6,973,825 29,261 SH SOLE 29,261 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,845,998 7,686 SH SOLE 7,686 0 0
BUNGE GLOBAL SA COM SHS H11356104 4,144,007 38,828 SH SOLE 38,828 0 0
CANADIAN PACIFIC KANSAS CITY COM 13646K108 3,507,206 40,476 SH SOLE 40,476 0 0
CHUBB LIMITED COM H1467J104 6,073,151 17,772 SH SOLE 17,772 0 0
CISCO SYS INC COM 17275R102 4,055,423 34,526 SH SOLE 34,526 0 0
DIAMONDBACK ENERGY INC COM 25278X109 6,313,135 35,915 SH SOLE 35,915 0 0
ENERGY TRANSFER L P COM UT LTD PTN 29273V100 7,846,592 410,387 SH SOLE 410,387 0 0
EXPAND ENERGY CORPORATION COM 165167735 6,407,006 70,261 SH SOLE 70,261 0 0
EXXON MOBIL CORP COM 30231G102 7,649,536 55,952 SH SOLE 55,952 0 0
FIRST INDL RLTY TR INC COM 32054K103 4,321,803 70,492 SH SOLE 70,492 0 0
HERSHEY CO COM 427866108 3,127,226 17,825 SH SOLE 17,825 0 0
HUBBELL INC COM 443510607 4,075,728 7,791 SH SOLE 7,791 0 0
J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM 46654Q203 2,906,876 47,298 SH SOLE 47,298 0 0
JOHNSON & JOHNSON COM 478160104 6,986,652 27,510 SH SOLE 27,510 0 0
JPMORGAN CHASE & CO COM 46625H100 9,612,568 29,367 SH SOLE 29,367 0 0
LOUISIANA PAC CORP COM 546347105 3,029,710 38,518 SH SOLE 38,518 0 0
LOWES COS INC COM 548661107 3,146,506 14,272 SH SOLE 14,272 0 0
MARTIN MARIETTA MATLS INC COM 573284106 3,407,435 5,910 SH SOLE 5,910 0 0
MICROSOFT CORP COM 594918104 4,643,777 12,450 SH SOLE 12,450 0 0
NORTHROP GRUMMAN CORP COM 666807102 1,676,396 3,292 SH SOLE 3,292 0 0
OCCIDENTAL PETE CORP COM 674599105 6,630,340 135,775 SH SOLE 135,775 0 0
SPDR SERIES TRUST SP O&G EQP SERV 78468R549 288,158 2,571 SH SOLE 2,571 0 0
SPDR SERIES TRUST SP O&G EXPL PRO 78468R556 534,048 3,462 SH SOLE 3,462 0 0
TJX COS INC NEW COM 872540109 6,061,231 40,009 SH SOLE 40,009 0 0