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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALLSTATE CORP COM 020002101 24,785 178,939 SH   SOLE 0 0 0 178,939
AT&T INC COM 00206R102 19,834 839,372 SH   SOLE 0 0 0 839,372
CIGNA CORP NEW COM 125523100 21,632 90,282 SH   SOLE 0 0 0 90,282
COSTCO WHSL CORP NEW COM 22160K105 9,853 17,110 SH   SOLE 0 0 0 17,110
FEDEX CORP COM 31428X106 16,160 69,839 SH   SOLE 0 0 0 69,839
GENERAL MTRS CO COM 37045V100 20,418 466,808 SH   SOLE 0 0 0 466,808
INTEL CORP COM 458140100 20,440 412,439 SH   SOLE 0 0 0 412,439
JPMORGAN CHASE & CO COM 46625H100 23,293 170,868 SH   SOLE 0 0 0 170,868
LEIDOS HOLDINGS INC COM 525327102 248 2,297 SH   SOLE 0 0 0 2,297
LOWES COS INC COM 548661107 1,088 5,379 SH   SOLE 0 0 0 5,379
MEDICAL PPTYS TRUST INC COM 58463J304 14,354 678,984 SH   SOLE 0 0 0 678,984
MGM GROWTH PPTYS LLC CL A COM 55303A105 18,288 472,564 SH   SOLE 0 0 0 472,564
MICROSOFT CORP COM 594918104 268 16,600 SH Put SOLE 0 0 0 16,600
MICROSOFT CORP COM 594918104 39,298 127,462 SH   SOLE 0 0 0 127,462
MOHAWK INDS INC COM 608190104 10,460 84,216 SH   SOLE 0 0 0 84,216
MOLSON COORS BEVERAGE CO CL B 60871R209 25,337 474,659 SH   SOLE 0 0 0 474,659
PARAMOUNT GLOBAL CLASS B COM 92556H206 21,478 568,063 SH   SOLE 0 0 0 568,063
SPDR GOLD TR GOLD SHS 78463V107 19,513 108,015 SH   SOLE 0 0 0 108,015
SYNCHRONY FINANCIAL COM 87165B103 19,877 571,025 SH   SOLE 0 0 0 571,025
TAPESTRY INC COM 876030107 32,108 864,274 SH   SOLE 0 0 0 864,274
TYSON FOODS INC CL A 902494103 23,613 263,451 SH   SOLE 0 0 0 263,451
VALERO ENERGY CORP COM 91913Y100 27,254 268,405 SH   SOLE 0 0 0 268,405
WELLS FARGO CO NEW COM 949746101 26,140 539,408 SH   SOLE 0 0 0 539,408