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
ACTIVISION BLIZZARD INC COM 00507V109 20,614 277,300 SH   SOLE 0 0 0 277,300
ALLSTATE CORP COM 020002101 23,688 190,219 SH   SOLE 0 0 0 190,219
AT&T INC COM 00206R102 14,906 971,738 SH   SOLE 0 0 0 971,738
CIGNA CORP NEW COM 125523100 25,880 93,271 SH   SOLE 0 0 0 93,271
COSTCO WHSL CORP NEW COM 22160K105 8,151 17,260 SH   SOLE 0 0 0 17,260
FEDEX CORP COM 31428X106 12,264 82,605 SH   SOLE 0 0 0 82,605
GENERAL MTRS CO COM 37045V100 16,124 502,450 SH   SOLE 0 0 0 502,450
INTEL CORP COM 458140100 12,408 481,494 SH   SOLE 0 0 0 481,494
JPMORGAN CHASE & CO COM 46625H100 18,998 181,798 SH   SOLE 0 0 0 181,798
LEIDOS HOLDINGS INC COM 525327102 201 2,297 SH   SOLE 0 0 0 2,297
LOWES COS INC COM 548661107 1,010 5,379 SH   SOLE 0 0 0 5,379
MEDICAL PPTYS TRUST INC COM 58463J304 9,850 830,560 SH   SOLE 0 0 0 830,560
MICROSOFT CORP COM 594918104 29,819 128,033 SH   SOLE 0 0 0 128,033
MICROSOFT CORP COM 594918104 674 16,600 SH Put SOLE 0 0 0 16,600
MOHAWK INDS INC COM 608190104 9,695 106,314 SH   SOLE 0 0 0 106,314
MOLSON COORS BEVERAGE CO CL B 60871R209 23,816 496,265 SH   SOLE 0 0 0 496,265
PARAMOUNT GLOBAL CLASS B COM 92556H206 13,355 701,424 SH   SOLE 0 0 0 701,424
SYNCHRONY FINANCIAL COM 87165B103 17,280 612,989 SH   SOLE 0 0 0 612,989
TAPESTRY INC COM 876030107 25,477 896,133 SH   SOLE 0 0 0 896,133
TYSON FOODS INC CL A 902494103 18,333 278,065 SH   SOLE 0 0 0 278,065
VALERO ENERGY CORP COM 91913Y100 24,444 228,765 SH   SOLE 0 0 0 228,765
VICI PPTYS INC COM 925652109 21,058 705,472 SH   SOLE 0 0 0 705,472
WARNER BROS DISCOVERY INC COM SER A 934423104 9,356 813,583 SH   SOLE 0 0 0 813,583
WELLS FARGO CO NEW COM 949746101 22,801 566,905 SH   SOLE 0 0 0 566,905
WILLDAN GROUP INC COM 96924N100 407 27,484 SH   SOLE 0 0 0 27,484