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
ALPS ETF TR ALERIAN MLP 00162Q452 10,385 284,057 SH   SOLE 0 236,344 0 47,713
APPLE INC COM 037833100 7,646 55,322 SH   SOLE 0 48,562 0 6,760
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 9,985 37,394 SH   SOLE 0 33,031 0 4,363
BRISTOL-MYERS SQUIBB CO COM 110122108 9,153 128,753 SH   SOLE 0 114,404 0 14,349
BROADCOM INC COM 11135F101 7,147 16,096 SH   SOLE 0 14,094 0 2,002
CAMECO CORP COM 13321L108 4,298 162,123 SH   SOLE 0 142,920 0 19,203
CVS HEALTH CORP COM 126650100 10,491 110,001 SH   SOLE 0 96,891 0 13,110
DIREXION SHS ETF TR DLY S&P500 BR 1X 25460E869 11,674 652,921 SH   SOLE 0 589,286 0 63,635
DOW INC COM 260557103 9,584 218,157 SH   SOLE 0 192,176 0 25,981
ENTERPRISE PRODS PARTNERS L COM 293792107 591 24,855 SH   SOLE 0 0 0 24,855
EQT CORP COM 26884L109 18,186 446,292 SH   SOLE 0 391,747 0 54,545
FRANCO NEV CORP COM 351858105 4,578 38,314 SH   SOLE 0 35,077 0 3,237
KIRBY CORP COM 497266106 10,000 164,549 SH   SOLE 0 145,011 0 19,538
MASTEC INC COM 576323109 8,150 128,341 SH   SOLE 0 112,567 0 15,774
MCKESSON CORP COM 58155Q103 12,986 38,209 SH   SOLE 0 34,479 0 3,730
MICROCHIP TECHNOLOGY INC. COM 595017104 6,844 112,136 SH   SOLE 0 98,191 0 13,945
MICROSOFT CORP COM 594918104 7,286 31,285 SH   SOLE 0 27,357 0 3,928
NMI HLDGS INC CL A 629209305 5,980 293,580 SH   SOLE 0 283,464 0 10,116
OCCIDENTAL PETE CORP COM 674599105 14,328 233,163 SH   SOLE 0 203,835 0 29,328
ROYAL GOLD INC COM 780287108 4,396 46,855 SH   SOLE 0 42,582 0 4,273
RUSH ENTERPRISES INC CL A 781846209 10,544 240,406 SH   SOLE 0 228,456 0 11,950
RUSH ENTERPRISES INC CL B 781846308 312 6,507 SH   SOLE 0 5,694 0 813
SCHLUMBERGER LTD COM STK 806857108 11,291 314,502 SH   SOLE 0 276,609 0 37,893
SPDR GOLD TR GOLD SHS 78463V107 2,859 18,485 SH   SOLE 0 12,300 0 6,185
TENNECO INC CL A VTG COM STK 880349105 8,262 475,114 SH   SOLE 0 421,793 0 53,321
UNITEDHEALTH GROUP INC COM 91324P102 12,493 24,736 SH   SOLE 0 21,869 0 2,867
WABTEC COM 929740108 4,512 55,466 SH   SOLE 0 49,756 0 5,710