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
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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
AMGEN INC COM 031162100 BBG001S5NNL6 1,334,000 4,691 SH   SOLE   4,691 0 0
AT&T INC COM 00206R102 BBG001S5VWH2 3,594,000 204,211 SH   SOLE   204,211 0 0
AWPAX AB SUST INTL THEMATIC A MMF 01879X103   472,000 24,540 SH   SOLE   24,540 0 0
BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 5,995,000 158,088 SH   SOLE   158,088 0 0
BHP GROUP LTD SPONSORED ADS 088606108 BBG001S5P5K4 872,000 15,120 SH   SOLE   15,120 0 0
BLACK STONE MINERALS L P COM UNIT 09225M101 BBG008B5CF38 7,968,000 498,616 SH   SOLE   498,616 0 0
BP PLC SPONSORED ADR 055622104 BBG001S5W4F5 7,011,000 186,079 SH   SOLE   186,079 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 BBG001S8N8J6 4,774,000 88,032 SH   SOLE   88,032 0 0
CISCO SYS INC COM 17275R102 BBG001S6HC62 4,847,000 97,123 SH   SOLE   97,123 0 0
CITIGROUP INC COM NEW 172967424 BBG001S72ZG4 6,738,000 106,549 SH   SOLE   106,549 0 0
CITIZENS FINL GROUP INC COM 174610105 BBG006Q0HZT0 5,931,000 163,446 SH   SOLE   163,446 0 0
CONTINENTAL AG ADR 210771200   4,522,000 631,526 SH   SOLE   631,526 0 0
CULLEN FROST BANKERS INC COM 229899109 BBG001S6D2D0 5,527,000 49,096 SH   SOLE   49,096 0 0
DEUTSCHETELEKOMAGADR ADR 251566105   1,332,000 55,024 SH   SOLE   55,024 0 0
DIAMONDBACK ENERGY INC COM 25278X109 BBG002PHSZN7 3,898,000 19,671 SH   SOLE   19,671 0 0
DISNEY WALT CO COM 254687106 BBG001S5QHF3 7,664,000 62,631 SH   SOLE   62,631 0 0
EBAY INC. COM 278642103 BBG001S9B9J5 4,834,000 91,585 SH   SOLE   91,585 0 0
EMCORE CORPORATION COM 290846401   5,000 15,000 SH   SOLE   15,000 0 0
ENZO BIOCHEM INC COM 294100102 BBG001S5QWQ8 32,000 25,475 SH   SOLE   25,475 0 0
EOS ENERGY ENTERPRISES INC COM CL A 29415C101 BBG00V1KJ6G4 113,000 110,000 SH   SOLE   110,000 0 0
EQUITABLE HLDGS INC COM 29452E101 BBG00J7CBWL8 6,058,000 159,372 SH   SOLE   159,372 0 0
EVEREST GROUP LTD COM G3223R108 BBG001S7QT63 2,575,000 6,479 SH   SOLE   6,479 0 0
EVERGY INC COM 30034W106 BBG00H433CS1 3,420,000 64,067 SH   SOLE   64,067 0 0
EVERSOURCE ENERGY COM 30040W108 BBG001S5TRL1 3,498,000 58,528 SH   SOLE   58,528 0 0
GENERAL MTRS CO COM 37045V100 BBG001SM1DK6 4,079,000 89,935 SH   SOLE   89,935 0 0
GSK PLC SPONSORED ADR 37733W204 BBG001SD6SM6 3,234,000 75,432 SH   SOLE   75,432 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 BBG001S8PXF3 2,614,000 25,365 SH   SOLE   25,365 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 BBG001S5S5F7 6,808,000 79,175 SH   SOLE   79,175 0 0
JOHNSON CTLS INTL PLC SHS G51502105 BBG001S5WZ84 2,328,000 35,634 SH   SOLE   35,634 0 0
KINDER MORGAN INC DEL COM 49456B101 BBG001TG2YZ5 517,000 28,200 SH   SOLE   28,200 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 BBG001S5S0N9 5,525,000 25,927 SH   SOLE   25,927 0 0
LINCOLN NATL CORP IND COM 534187109 BBG001S5STV7 5,074,000 158,906 SH   SOLE   158,906 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 BBG001T8LMY9 1,336,000 13,067 SH   SOLE   13,067 0 0
MICRON TECHNOLOGY INC COM 595112103 BBG001S6P675 11,192,000 94,933 SH   SOLE   94,933 0 0
ORGANON & CO COMMON STOCK 68622V106 BBG00ZQRGW42 1,285,000 68,361 SH   SOLE   68,361 0 0
PARAMOUNT GLOBAL CLASS B COM 92556H206 BBG001S6L063 935,000 79,415 SH   SOLE   79,415 0 0
PARK HOTELS & RESORTS INC COM 700517105 BBG00FGXCKN3 385,000 22,000 SH   SOLE   22,000 0 0
PFIZER INC COM 717081103 BBG001S5V466 2,439,000 87,901 SH   SOLE   87,901 0 0
PIONEER NAT RES CO COM 723787107 BBG001S7V1J4 5,824,000 22,187 SH   SOLE   22,187 0 0
RIO TINTO PLC SPONSORED ADR 767204100 BBG001SB0LX9 2,093,000 32,837 SH   SOLE   32,837 0 0
SCHLUMBERGER LTD COM STK 806857108 BBG001S5W4C8 4,295,000 78,358 SH   SOLE   78,358 0 0
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102 BBG00JPGYWV3 3,153,000 85,817 SH   SOLE   85,817 0 0
SERVICE PPTYS TR COM SH BEN INT 81761L102 BBG001S81XC2 335,000 49,450 SH   SOLE   49,450 0 0
SHELL PLC SPON ADS 780259305 BBG0147BN6H1 5,769,000 86,050 SH   SOLE   86,050 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 BBG001S5WWW4 6,264,000 46,039 SH   SOLE   46,039 0 0
TERADYNE INC COM 880770102 BBG001S5WMZ3 4,421,000 39,183 SH   SOLE   39,183 0 0
TRUIST FINL CORP COM 89832Q109 BBG001S5YYC0 4,891,000 125,483 SH   SOLE   125,483 0 0
TYSON FOODS INC CL A 902494103 BBG001S871D5 5,294,000 90,137 SH   SOLE   90,137 0 0
VANECK ETF TRUST ISRAEL ETF 92189F635 BBG004QBRSY0 844,000 22,500 SH   SOLE   22,500 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104 BBG011386VG3 98,000 11,175 SH   SOLE   11,175 0 0
WESTERN ASSET INTER MUNI FD COM 958435109 BBG001S70803 379,000 47,800 SH   SOLE   47,800 0 0