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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 1,226,043 9,100 PRN   SOLE   0 0 9,100
AMERICAN EAGLE OUTFITTERS IN COM 02553E106 BBG001S7Q949 876,740 74,300 PRN   SOLE   0 0 74,300
APPLE INC COM 037833100 BBG001S5N8V8 1,601,804 8,258 PRN   SOLE   0 0 8,258
ARCHER DANIELS MIDLAND CO COM 039483102 BBG001S5ND74 1,662,320 22,000 PRN   SOLE   0 0 22,000
AT&T INC COM 00206R102 BBG001S5VWH2 1,149,995 72,100 PRN   SOLE   0 0 72,100
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 886,600 2,600 PRN   SOLE   0 0 2,600
BLOCK H & R INC COM 093671105 BBG001S5S031 796,750 25,000 PRN   SOLE   0 0 25,000
CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 1,589,235 10,100 PRN   SOLE   0 0 10,100
CISCO SYS INC COM 17275R102 BBG001S6HC62 1,382,700 26,724 PRN   SOLE   0 0 26,724
COCA COLA CO COM 191216100 BBG001S5SMQ8 1,906,866 31,665 PRN   SOLE   0 0 31,665
CRACKER BARREL OLD CTRY STOR COM 22410J106 BBG001S5PK03 614,988 6,600 PRN   SOLE   0 0 6,600
CUMMINS INC COM 231021106 BBG001S5Q9M3 1,569,024 6,400 PRN   SOLE   0 0 6,400
D R HORTON INC COM 23331A109 BBG001S8M692 1,472,449 12,100 PRN   SOLE   0 0 12,100
DELTA AIR LINES INC DEL COM NEW 247361702 BBG001SPT759 1,630,622 34,300 PRN   SOLE   0 0 34,300
DISNEY WALT CO COM 254687106 BBG001S5QHF3 794,592 8,900 PRN   SOLE   0 0 8,900
EASTMAN CHEM CO COM 277432100 BBG001S7JNP3 1,096,732 13,100 PRN   SOLE   0 0 13,100
EATON CORP PLC SHS G29183103 BBG001S5QZ45 1,566,569 7,790 PRN   SOLE   0 0 7,790
ENERGY TRANSFER L P COM UT LTD PTN 29273V100 BBG001SDHNW4 4,635,500 365 PRN   SOLE   0 0 365
ENTERGY CORP NEW COM 29364G103 BBG001S67KF5 778,960 8,000 PRN   SOLE   0 0 8,000
EXXON MOBIL CORP COM 30231G102 BBG001S69V32 256,971 2,396 PRN   SOLE   0 0 2,396
FASTENAL CO COM 311900104 BBG001S5R1F7 1,516,043 25,700 PRN   SOLE   0 0 25,700
FORD MTR CO DEL COM 345370860 BBG001S5TZ33 3,026,499 200,033 PRN   SOLE   0 0 200,033
FREEPORT-MCMORAN INC CL B 35671D857 BBG001S5R3F3 2,120,000 53,000 PRN   SOLE   0 0 53,000
HARLEY DAVIDSON INC COM 412822108 BBG001S5RTY5 1,281,644 36,400 PRN   SOLE   0 0 36,400
HASBRO INC COM 418056107 BBG001S5RSQ6 1,476,756 22,800 PRN   SOLE   0 0 22,800
HEALTHPEAK PROPERTIES INC COM 42250P103 BBG001S5RTS2 12,864,000 640 PRN   SOLE   0 0 640
HILTON WORLDWIDE HLDGS INC COM 43300A203 BBG0058KMH49 494,870 3,400 PRN   SOLE   0 0 3,400
ILLINOIS TOOL WKS INC COM 452308109 BBG001S5SDX0 1,250,800 5,000 PRN   SOLE   0 0 5,000
INTERCONTINENTAL EXCHANGE IN COM 45866F104 BBG001SDJ4R0 1,035,247 9,155 PRN   SOLE   0 0 9,155
INTERNATIONAL BUSINESS MACHS COM 459200101 BBG001S5S399 1,700,993 12,712 PRN   SOLE   0 0 12,712
INTERNATIONAL PAPER CO COM 460146103 BBG001S5SBF4 1,307,391 41,100 PRN   SOLE   0 0 41,100
INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 28,186,746 76,300 PRN   SOLE   0 0 76,300
ISHARES TR 20 YR TR BD ETF 464287432 BBG001S8MLN3 10,674,878 103,700 PRN   SOLE   0 0 103,700
ISHARES TR RUSSELL 2000 ETF 464287655 BBG001SFC7Y7 37,454 200 PRN   SOLE   0 0 200
ISHARES TR RUSSELL 2000 ETF 464287655 BBG001SFC7Y7 214,520,600 1,075,300 PRN Call SOLE   0 0 1,075,300
ISHARES TR U.S. REAL ES ETF 464287739 BBG001SFGXJ3 2,475,044 28,600 PRN   SOLE   0 0 28,600
JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 1,119,888 7,700 PRN   SOLE   0 0 7,700
LOCKHEED MARTIN CORP COM 539830109 BBG001S7PS57 1,718,599 3,733 PRN   SOLE   0 0 3,733
LOWES COS INC COM 548661107 BBG001S5SVL3 1,303,643 5,776 PRN   SOLE   0 0 5,776
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 BBG001S731Q7 24,928,000 400 PRN   SOLE   0 0 400
MCDONALDS CORP COM 580135101 BBG001S5T110 686,343 2,300 PRN   SOLE   0 0 2,300
MEDTRONIC PLC SHS G5960L103 BBG001S5T2S9 1,224,590 13,900 PRN   SOLE   0 0 13,900
METLIFE INC COM 59156R108 BBG001S5T3R8 1,164,518 20,600 PRN   SOLE   0 0 20,600
MID-AMER APT CMNTYS INC COM 59522J103 BBG001S7HZ69 27,334,800 180 PRN   SOLE   0 0 180
NIKE INC CL B 654106103 BBG001S6NTK2 607,035 5,500 PRN   SOLE   0 0 5,500
OMNICOM GROUP INC COM 681919106 BBG001S5VR10 1,788,820 18,800 PRN   SOLE   0 0 18,800
PAYCHEX INC COM 704326107 BBG001S5V135 1,201,708 10,742 PRN   SOLE   0 0 10,742
PFIZER INC COM 717081103 BBG001S5V466 1,395,821 38,054 PRN   SOLE   0 0 38,054
PHILIP MORRIS INTL INC COM 718172109 BBG001STP9N1 1,356,918 13,900 PRN   SOLE   0 0 13,900
PRICE T ROWE GROUP INC COM 74144T108 BBG001S5WW18 806,544 7,200 PRN   SOLE   0 0 7,200
PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 728,352 4,800 PRN   SOLE   0 0 4,800
RELIANCE STEEL & ALUMINUM CO COM 759509102 BBG001S81M27 2,335,674 8,600 PRN   SOLE   0 0 8,600
RYDER SYS INC COM 783549108 BBG001S5VK15 1,492,304 17,600 PRN   SOLE   0 0 17,600
SERVICE CORP INTL COM 817565104 BBG001S5WBJ5 1,317,636 20,400 PRN   SOLE   0 0 20,400
SIMON PPTY GROUP INC NEW COM 828806109 BBG001S77WM9 46,192,000 400 PRN   SOLE   0 0 400
SPDR GOLD TR GOLD SHS 78463V107 BBG001SCPX28 5,597,678 31,400 PRN   SOLE   0 0 31,400
TEXAS INSTRS INC COM 882508104 BBG001S5WYZ7 1,566,174 8,700 PRN   SOLE   0 0 8,700
UNION PAC CORP COM 907818108 BBG001S5X2M0 649,669 3,175 PRN   SOLE   0 0 3,175
UNITED BANKSHARES INC WEST V COM 909907107 BBG001S5WZV8 1,039,251 35,027 PRN   SOLE   0 0 35,027
UNITED PARCEL SERVICE INC CL B 911312106 BBG001SDGSH1 1,236,825 6,900 PRN   SOLE   0 0 6,900
UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 832,949 1,733 PRN   SOLE   0 0 1,733
VISA INC COM CL A 92826C839 BBG001SRCFY3 1,275,743 5,372 PRN   SOLE   0 0 5,372
WALGREENS BOOTS ALLIANCE INC COM 931427108 BBG001S5XBY7 1,136,751 39,900 PRN   SOLE   0 0 39,900
WALMART INC COM 931142103 BBG001S5XH92 1,477,492 9,400 PRN   SOLE   0 0 9,400
WASTE MGMT INC DEL COM 94106L109 BBG001S5XH47 971,152 5,600 PRN   SOLE   0 0 5,600
WHIRLPOOL CORP COM 963320106 BBG001S5XFS5 1,145,683 7,700 PRN   SOLE   0 0 7,700
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 BBG001S6SX73 650,826 2,200 PRN   SOLE   0 0 2,200