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
BRISTOL-MYERS SQUIBB CO COM 110122108 8,649 125,419 SH   SOLE 0 111,503 0 13,916
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 10,689 36,975 SH   SOLE 0 32,718 0 4,257
PFIZER INC COM 717081103 1,229 24,379 SH   SOLE 0 11,374 0 13,005
MICROSOFT CORP COM 594918104 13,101 44,701 SH   SOLE 0 39,482 0 5,219
LOCKHEED MARTIN CORP COM 539830109 6,986 19,319 SH   SOLE 0 17,193 0 2,126
WABTEC COM 929740108 4,891 55,276 SH   SOLE 0 49,600 0 5,676
CVS HEALTH CORP COM 126650100 9,395 108,645 SH   SOLE 0 95,873 0 12,772
SCHLUMBERGER LTD COM STK 806857108 8,439 310,376 SH   SOLE 0 273,321 0 37,055
MCKESSON CORP COM 58155Q103 13,314 65,548 SH   SOLE 0 59,411 0 6,137
MORGAN STANLEY COM NEW 617446448 1,112 10,805 SH   SOLE 0 0 0 10,805
UNITEDHEALTH GROUP INC COM 91324P102 10,296 24,412 SH   SOLE 0 21,612 0 2,800
APPLE INC COM 037833100 11,956 79,609 SH   SOLE 0 70,522 0 9,087
EQUITY COMWLTH COM SH BEN INT 294628102 1,012 38,348 SH   SOLE 0 38,348 0 0
BIOGEN INC COM 09062X103 6,361 18,184 SH   SOLE 0 15,781 0 2,403
LENNAR CORP CL A 526057104 7,142 68,294 SH   SOLE 0 60,038 0 8,256
ENTERPRISE PRODS PARTNERS L COM 293792107 552 24,855 SH   SOLE 0 0 0 24,855
MERITAGE HOMES CORP COM 59001A102 10,632 96,637 SH   SOLE 0 84,959 0 11,678
ALLIANCE DATA SYSTEMS CORP COM 018581108 11,218 124,920 SH   SOLE 0 110,616 0 14,304
MICROCHIP TECHNOLOGY INC. COM 595017104 13,828 94,911 SH   SOLE 0 84,528 0 10,383
SPDR GOLD TR GOLD SHS 78463V107 6,935 41,537 SH   SOLE 0 35,775 0 5,762
CAMECO CORP COM 13321L108 6,039 375,775 SH   SOLE 0 314,836 0 60,939
ROYAL GOLD INC COM 780287108 2,762 24,350 SH   SOLE 0 21,922 0 2,428
TENNECO INC CL A VTG COM STK 880349105 9,345 575,419 SH   SOLE 0 509,348 0 66,071
WESCO INTL INC COM 95082P105 14,498 130,575 SH   SOLE 0 115,264 0 15,311
MASTEC INC COM 576323109 11,688 128,634 SH   SOLE 0 112,997 0 15,637
KIRBY CORP COM 497266106 9,166 164,851 SH   SOLE 0 145,512 0 19,339
RUSH ENTERPRISES INC CL A 781846209 14,056 317,711 SH   SOLE 0 305,761 0 11,950
RUSH ENTERPRISES INC CL B 781846308 285 6,742 SH   SOLE 0 5,929 0 813
FRANCO NEV CORP COM 351858105 3,176 20,853 SH   SOLE 0 18,746 0 2,107
BROADCOM INC COM 11135F101 11,666 24,370 SH   SOLE 0 21,547 0 2,823
ALPS ETF TR ALERIAN MLP 00162Q452 9,095 280,436 SH   SOLE 0 233,015 0 47,421
NMI HLDGS INC CL A 629209305 7,294 330,061 SH   SOLE 0 292,158 0 37,903
DOW INC COM 260557103 13,541 217,319 SH   SOLE 0 191,943 0 25,376