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
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 7,556 36,322 SH   SOLE 0 32,782 0 3,540
PFIZER INC COM 717081103 923 25,689 SH   SOLE 0 12,029 0 13,660
MICROSOFT CORP COM 594918104 15,395 110,728 SH   SOLE 0 100,710 0 10,018
LOCKHEED MARTIN CORP COM 539830109 7,367 18,888 SH   SOLE 0 17,135 0 1,753
WABTEC CORP COM 929740108 3,776 52,547 SH   SOLE 0 48,131 0 4,416
CVS HEALTH CORP COM 126650100 4,417 70,035 SH   SOLE 0 59,290 0 10,745
MCKESSON CORP COM 58155Q103 9,640 70,538 SH   SOLE 0 65,755 0 4,783
MORGAN STANLEY COM NEW 617446448 461 10,805 SH   SOLE 0 0 0 10,805
GILEAD SCIENCES INC COM 375558103 8,405 132,609 SH   SOLE 0 122,637 0 9,972
UNITEDHEALTH GROUP INC COM 91324P102 2,243 10,322 SH   SOLE 0 10,322 0 0
APPLE INC COM 037833100 14,093 62,923 SH   SOLE 0 57,994 0 4,929
CELGENE CORP COM 151020104 7,016 70,655 SH   SOLE 0 65,461 0 5,194
ANNALY CAP MGMT INC COM 035710409 6,677 758,735 SH   SOLE 0 657,891 0 100,844
CIGNA CORP NEW COM 125523100 4,633 30,522 SH   SOLE 0 28,298 0 2,224
AUTOZONE INC COM 053332102 4,153 3,829 SH   SOLE 0 3,673 0 156
BIOGEN INC COM 09062X103 4,138 17,774 SH   SOLE 0 15,721 0 2,053
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 5,558 92,225 SH   SOLE 0 85,841 0 6,384
ENTERPRISE PRODS PARTNERS L COM 293792107 710 24,855 SH   SOLE 0 0 0 24,855
MERITAGE HOMES CORP COM 59001A102 8,285 117,765 SH   SOLE 0 107,441 0 10,324
ALLIANCE DATA SYSTEMS CORP COM 018581108 8,795 68,640 SH   SOLE 0 63,684 0 4,956
MICROCHIP TECHNOLOGY INC COM 595017104 8,838 95,119 SH   SOLE 0 86,499 0 8,620
SPDR GOLD TRUST GOLD SHS 78463V107 11,521 82,960 SH   SOLE 0 77,946 0 5,014
CELANESE CORP DEL COM 150870103 6,024 49,263 SH   SOLE 0 46,500 0 2,763
CAMECO CORP COM 13321L108 8,027 844,996 SH   SOLE 0 789,036 0 55,960
ACUITY BRANDS INC COM 00508Y102 5,792 42,970 SH   SOLE 0 39,515 0 3,455
INVESCO EXCHANGE TRADED FD T BUYBACK ACHIEV 46137V308 1,965 31,400 SH   SOLE 0 20,442 0 10,958
DELTA AIR LINES INC DEL COM NEW 247361702 6,585 114,330 SH   SOLE 0 109,715 0 4,615
RUSH ENTERPRISES INC CL A 781846209 9,641 249,899 SH   SOLE 0 249,899 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 4,644 36,242 SH   SOLE 0 33,396 0 2,846
BROADCOM INC COM 11135F101 5,569 20,173 SH   SOLE 0 17,809 0 2,364
ALPS ETF TR ALERIAN MLP 00162Q866 7,144 781,601 SH   SOLE 0 731,197 0 50,404
GOLAR LNG PARTNERS LP COM UNIT LPI Y2745C102 2,276 237,620 SH   SOLE 0 220,700 0 16,920
DOW INC COM 260557103 1,794 37,648 SH   SOLE 0 34,266 0 3,382
CORTEVA INC COM 22052L104 1,054 37,648 SH   SOLE 0 34,266 0 3,382