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
AMAZON COM INC COM Stock 023135106 16,703 5,124 SH   SOLE 0 5,123 0 0
STARBUCKS CORP COM Stock 855244109 15,888 174,656 SH   SOLE 0 174,625 0 30
JOHNSON & JOHNSON COM Stock 478160104 27,792 156,815 SH   SOLE 0 156,814 0 0
COSTCO WHSL CORP NEW COM Stock 22160K105 8,659 15,037 SH   SOLE 0 14,997 0 40
HCA HEALTHCARE INC COM Stock 40412C101 1,488 5,936 SH   SOLE 0 5,936 0 0
COCA COLA CO COM Stock 191216100 10,875 175,397 SH   SOLE 0 175,397 0 0
UNITED PARCEL SERVICE INC CL B Stock 911312106 12,989 60,567 SH   SOLE 0 60,566 0 0
INTEL CORP COM Stock 458140100 26,215 528,959 SH   SOLE 0 528,768 0 191
VAIL RESORTS INC COM Stock 91879Q109 357 1,370 SH   SOLE 0 1,370 0 0
CLOROX CO DEL COM Stock 189054109 306 2,203 SH   SOLE 0 2,203 0 0
DUKE REALTY CORP COM NEW REIT 264411505 207 3,570 SH   SOLE 0 3,570 0 0
NETFLIX INC COM Stock 64110L106 2,949 7,873 SH   SOLE 0 7,873 0 0
MERCK & CO INC COM Stock 58933Y105 20,767 253,103 SH   SOLE 0 253,103 0 0
SPDR S&P 500 ETF ETF 78462F103 1,180 2,613 SH   SOLE 0 2,577 0 36
FB FINL CORP COM Stock 30257X104 2,882 64,871 SH   SOLE 0 64,871 0 0
NATIONAL HEALTH INVS INC COM REIT 63633D104 351 5,947 SH   SOLE 0 5,947 0 0
HOSTESS BRANDS INC CL A Stock 44109J106 3,892 177,410 SH   SOLE 0 177,410 0 0
ISHARES TIPS BOND ETF ETF 464287176 1,747 14,023 SH   SOLE 0 14,023 0 0
ICHOR HOLDINGS SHS Stock G4740B105 666 18,695 SH   SOLE 0 18,695 0 0
CORNING INC COM Stock 219350105 23,581 638,890 SH   SOLE 0 638,344 0 545
VERIZON COMMUNICATIONS INC COM Stock 92343V104 13,575 266,498 SH   SOLE 0 266,432 0 65
SNAP ON INC COM Stock 833034101 8,880 43,218 SH   SOLE 0 43,218 0 0
PEPSICO INC COM Stock 713448108 15,698 93,785 SH   SOLE 0 93,785 0 0
HONEYWELL INTL INC COM Stock 438516106 12,278 63,098 SH   SOLE 0 63,097 0 0
HOME DEPOT INC COM Stock 437076102 14,333 47,882 SH   SOLE 0 47,881 0 0
DAVIS SELECT U.S. EQUITY ETF ETF 23908L207 3,961 120,109 SH   SOLE 0 119,199 0 910
STARWOOD PPTY TR INC COM REIT 85571B105 27,781 1,149,397 SH   SOLE 0 1,149,397 0 0
SOUTHERN CO COM Stock 842587107 1,510 20,826 SH   SOLE 0 20,761 0 65
REGIONS FINANCIAL CORP NEW COM Stock 7591EP100 1,029 46,242 SH   SOLE 0 46,242 0 0
LUMEN TECHNOLOGIES INC COM Stock 550241103 21,042 1,867,088 SH   SOLE 0 1,867,088 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702 32,367 91,714 SH   SOLE 0 91,714 0 0
GENERAC HLDGS INC COM Stock 368736104 5,332 17,938 SH   SOLE 0 17,938 0 0
MICROSOFT CORP COM Stock 594918104 36,539 118,513 SH   SOLE 0 118,449 0 63
FIRST HORIZON CORPORATION COM Stock 320517105 325 13,827 SH   SOLE 0 13,827 0 0
CVS HEALTH CORP COM Stock 126650100 29,732 293,766 SH   SOLE 0 293,766 0 0
I3 VERTICALS INC COM CL A Stock 46571Y107 301 10,796 SH   SOLE 0 10,796 0 0
WILLIAMS INDL SVCS GROUP INC COM Stock 96951A104 222 111,553 SH   SOLE 0 111,553 0 0
TILRAY BRANDS INC COM CL 2 Stock 88688T100 555 71,450 SH   SOLE 0 71,450 0 0
BERKSHIRE HATHAWAY INC DEL CL A Stock 084670108 1,058 2 SH   SOLE 0 2 0 0
WALGREENS BOOTS ALLIANCE INC COM Stock 931427108 278 6,216 SH   SOLE 0 6,216 0 0
DOW INC COM Stock 260557103 22,794 357,715 SH   SOLE 0 357,715 0 0
VANGUARD S&P 500 ETF ETF 922908363 792 1,907 SH   SOLE 0 1,906 0 0
FIFTH THIRD BANCORP COM Stock 316773100 2,616 60,792 SH   SOLE 0 60,792 0 0
UBER TECHNOLOGIES INC COM Stock 90353T100 862 24,159 SH   SOLE 0 24,092 0 67
INVESCO S&P 500 EQUAL WEIGHT ETF ETF 46137V357 1,486 9,425 SH   SOLE 0 9,425 0 0
ISHARES 0-5 YEAR TIPS BOND ETF ETF 46429B747 7,708 73,448 SH   SOLE 0 73,068 0 380
DUKE ENERGY CORP NEW COM NEW Stock 26441C204 245 2,190 SH   SOLE 0 2,190 0 0
CARRIER GLOBAL CORPORATION COM Stock 14448C104 4,491 97,911 SH   SOLE 0 97,911 0 0
ENCOMPASS HEALTH CORP COM Stock 29261A100 359 5,050 SH   SOLE 0 5,050 0 0
SONY GROUP CORPORATION SPONSORED ADR ADR 835699307 11,102 108,091 SH   SOLE 0 108,091 0 0
HIMAX TECHNOLOGIES INC SPONSORED ADR ADR 43289P106 7,758 714,373 SH   SOLE 0 714,373 0 0
ISHARES SELECT DIVIDEND ETF ETF 464287168 1,023 7,986 SH   SOLE 0 7,985 0 0
OAK STR HEALTH INC COM Stock 67181A107 8,071 300,272 SH   SOLE 0 300,272 0 0
MARATHON PETE CORP COM Stock 56585A102 6,324 73,968 SH   SOLE 0 73,968 0 0
PINNACLE FINL PARTNERS INC COM Stock 72346Q104 334 3,626 SH   SOLE 0 3,626 0 0
PALANTIR TECHNOLOGIES INC CL A Stock 69608A108 5,810 423,129 SH   SOLE 0 422,876 0 253
MASTEC INC COM Stock 576323109 9,478 108,818 SH   SOLE 0 108,818 0 0
ULTRA CLEAN HLDGS INC COM Stock 90385V107 6,489 153,070 SH   SOLE 0 153,070 0 0
SCHWAB US DIVIDEND EQUITY ETF ETF 808524797 774 9,807 SH   SOLE 0 9,584 0 223
TRACTOR SUPPLY CO COM Stock 892356106 12,204 52,297 SH   SOLE 0 52,296 0 0
ORGANON & CO COMMON STOCK Stock 68622V106 3,690 105,633 SH   SOLE 0 105,633 0 0
VISA INC COM CL A Stock 92826C839 219 986 SH   SOLE 0 986 0 0
HERSHEY CO COM Stock 427866108 12,540 57,886 SH   SOLE 0 57,886 0 0
CAPITAL GROUP CORE EQUITY ETF ETF 14020V108 318 12,351 SH   SOLE 0 12,282 0 69
DELEK US HLDGS INC NEW COM Stock 24665A103 218 10,283 SH   SOLE 0 10,283 0 0
D R HORTON INC COM Stock 23331A109 15,453 207,394 SH   SOLE 0 207,374 0 20
HEXCEL CORP NEW COM Stock 428291108 673 11,320 SH   SOLE 0 11,320 0 0
ISHARES SHORT TREASURY BOND ETF ETF 464288679 4,448 40,348 SH   SOLE 0 40,157 0 191
CUMMINS INC COM Stock 231021106 308 1,504 SH   SOLE 0 1,504 0 0
ABBVIE INC COM Stock 00287Y109 432 2,667 SH   SOLE 0 2,667 0 0
BLACKSTONE INC COM Stock 09260D107 8,665 68,261 SH   SOLE 0 68,261 0 0
VERISIGN INC COM Stock 92343E102 1,176 5,285 SH   SOLE 0 5,285 0 0
STRYKER CORPORATION COM Stock 863667101 11,994 44,861 SH   SOLE 0 44,861 0 0
MCDONALDS CORP COM Stock 580135101 739 2,989 SH   SOLE 0 2,989 0 0
CISCO SYS INC COM Stock 17275R102 27,257 488,825 SH   SOLE 0 488,765 0 60
CAPITAL ONE FINL CORP COM Stock 14040H105 9,456 72,025 SH   SOLE 0 72,025 0 0
AT&T INC COM Stock 00206R102 16,172 684,394 SH   SOLE 0 684,393 0 0
HENRY SCHEIN INC COM Stock 806407102 436 5,000 SH   SOLE 0 5,000 0 0
SCHWAB FUNDAMENTAL U.S. LARGE COMPANY INDEX ETF ETF 808524771 267 4,571 SH   SOLE 0 4,571 0 0
GENERAL ELECTRIC CO COM NEW Stock 369604301 13,073 142,875 SH   SOLE 0 142,833 0 42
ISHARES CORE S&P 500 ETF ETF 464287200 2,732 6,021 SH   SOLE 0 6,021 0 0
JPMORGAN CHASE & CO COM Stock 46625H100 1,195 8,767 SH   SOLE 0 8,767 0 0
CHEVRON CORP NEW COM Stock 166764100 27,591 169,447 SH   SOLE 0 169,446 0 0
CAMPBELL SOUP CO COM Stock 134429109 11,519 258,456 SH   SOLE 0 258,187 0 268
BK OF AMERICA CORP COM Stock 060505104 33,145 804,135 SH   SOLE 0 804,135 0 0
WALMART INC COM Stock 931142103 16,161 108,522 SH   SOLE 0 108,302 0 220
INTERNATIONAL BUSINESS MACHS COM Stock 459200101 20,317 156,258 SH   SOLE 0 156,158 0 100
RAYTHEON TECHNOLOGIES CORP COM Stock 75513E101 20,738 209,325 SH   SOLE 0 209,324 0 0
3M CO COM Stock 88579Y101 723 4,853 SH   SOLE 0 4,853 0 0
GILEAD SCIENCES INC COM Stock 375558103 16,176 272,098 SH   SOLE 0 272,097 0 0
CATERPILLAR INC COM Stock 149123101 262 1,176 SH   SOLE 0 1,176 0 0
AMERICAN EXPRESS CO COM Stock 025816109 518 2,771 SH   SOLE 0 2,771 0 0
AMGEN INC COM Stock 031162100 6,720 27,790 SH   SOLE 0 27,757 0 32
WILLIAMS COS INC COM Stock 969457100 30,587 915,490 SH   SOLE 0 915,490 0 0
VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF 921908844 744 4,591 SH   SOLE 0 4,531 0 60
EQUINIX INC COM REIT 29444U700 21,461 28,938 SH   SOLE 0 28,938 0 0
BRISTOL-MYERS SQUIBB CO COM Stock 110122108 932 12,763 SH   SOLE 0 12,763 0 0
CITIGROUP INC COM NEW Stock 172967424 2,348 43,967 SH   SOLE 0 43,967 0 0
EXXON MOBIL CORP COM Stock 30231G102 2,103 25,466 SH   SOLE 0 25,466 0 0
UNITEDHEALTH GROUP INC COM Stock 91324P102 317 622 SH   SOLE 0 622 0 0
LOWES COS INC COM Stock 548661107 404 2,000 SH   SOLE 0 2,000 0 0
WESTROCK CO COM Stock 96145D105 16,835 357,965 SH   SOLE 0 357,964 0 0
CROWN CASTLE INTL CORP NEW COM REIT 22822V101 10,196 55,231 SH   SOLE 0 55,201 0 30
ISHARES S&P MIDCAP FUND ETF 464287507 371 1,381 SH   SOLE 0 1,381 0 0
APPLE INC COM Stock 037833100 39,389 225,580 SH   SOLE 0 225,465 0 115
ABBOTT LABS COM Stock 002824100 292 2,471 SH   SOLE 0 2,471 0 0
DISNEY WALT CO COM Stock 254687106 7,579 55,255 SH   SOLE 0 55,255 0 0
MADISON SQUARE GRDN SPRT CORP CL A Stock 55825T103 287 1,600 SH   SOLE 0 1,600 0 0
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF ETF 78468R663 2,764 30,236 SH   SOLE 0 29,998 0 238