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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALPS ETF TR ALERIAN MLP 00162Q452   13,082 310 SH   SOLE 0 0 0 310
ALPS ETF TR ALERIAN MLP 00162Q452   7,353,139 174,245 SH   SOLE 0 0 0 174,245
APPLE INC COM 037833100   1,336,465 7,806 SH   SOLE 0 0 0 7,806
APPLE INC COM 037833100   9,190,210 53,678 SH   SOLE 0 0 0 53,678
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   1,496,131 4,271 SH   SOLE 0 0 0 4,271
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   11,661,137 33,289 SH   SOLE 0 0 0 33,289
BGC GROUP INC CL A 088929104   1,051,443 199,137 SH   SOLE 0 0 0 199,137
BGC GROUP INC CL A 088929104   7,900,226 1,496,255 SH   SOLE 0 0 0 1,496,255
BRISTOL-MYERS SQUIBB CO COM 110122108   813,895 14,023 SH   SOLE 0 0 0 14,023
BRISTOL-MYERS SQUIBB CO COM 110122108   6,715,750 115,709 SH   SOLE 0 0 0 115,709
BROADCOM INC COM 11135F101   1,622,953 1,954 SH   SOLE 0 0 0 1,954
BROADCOM INC COM 11135F101   11,629,781 14,002 SH   SOLE 0 0 0 14,002
DOW INC COM 260557103   1,307,458 25,358 SH   SOLE 0 0 0 25,358
DOW INC COM 260557103   10,038,732 194,700 SH   SOLE 0 0 0 194,700
ENTERPRISE PRODS PARTNERS L COM 293792107   680,281 24,855 SH   SOLE 0 0 0 24,855
EQT CORP COM 26884L109   2,158,694 53,196 SH   SOLE 0 0 0 53,196
EQT CORP COM 26884L109   15,914,908 392,186 SH   SOLE 0 0 0 392,186
FRANCO NEV CORP COM 351858105   421,962 3,161 SH   SOLE 0 0 0 3,161
FRANCO NEV CORP COM 351858105   5,960,329 44,650 SH   SOLE 0 0 0 44,650
KIRBY CORP COM 497266106   1,603,753 19,369 SH   SOLE 0 0 0 19,369
KIRBY CORP COM 497266106   12,216,229 147,539 SH   SOLE 0 0 0 147,539
MASTEC INC COM 576323109   1,120,501 15,569 SH   SOLE 0 0 0 15,569
MASTEC INC COM 576323109   8,212,353 114,108 SH   SOLE 0 0 0 114,108
MCKESSON CORP COM 58155Q103   1,582,854 3,640 SH   SOLE 0 0 0 3,640
MCKESSON CORP COM 58155Q103   15,057,551 34,627 SH   SOLE 0 0 0 34,627
MICROCHIP TECHNOLOGY INC. COM 595017104   1,065,773 13,655 SH   SOLE 0 0 0 13,655
MICROCHIP TECHNOLOGY INC. COM 595017104   7,647,339 97,980 SH   SOLE 0 0 0 97,980
MICROSOFT CORP COM 594918104   1,304,937 4,133 SH   SOLE 0 0 0 4,133
MICROSOFT CORP COM 594918104   8,555,246 27,095 SH   SOLE 0 0 0 27,095
NMI HLDGS INC CL A 629209305   1,344,991 49,649 SH   SOLE 0 0 0 49,649
NMI HLDGS INC CL A 629209305   11,004,933 406,236 SH   SOLE 0 0 0 406,236
OCCIDENTAL PETE CORP COM 674599105   1,877,562 28,939 SH   SOLE 0 0 0 28,939
OCCIDENTAL PETE CORP COM 674599105   13,266,208 204,473 SH   SOLE 0 0 0 204,473
PULTE GROUP INC COM 745867101   1,248,483 16,860 SH   SOLE 0 0 0 16,860
PULTE GROUP INC COM 745867101   5,841,286 78,883 SH   SOLE 0 0 0 78,883
ROYAL GOLD INC COM 780287108   443,609 4,172 SH   SOLE 0 0 0 4,172
ROYAL GOLD INC COM 780287108   5,605,611 52,719 SH   SOLE 0 0 0 52,719
RUSH ENTERPRISES INC CL A 781846209   765,358 18,745 SH   SOLE 0 0 0 18,745
RUSH ENTERPRISES INC CL A 781846209   14,139,674 346,306 SH   SOLE 0 0 0 346,306
RUSH ENTERPRISES INC CL B 781846308   34,828 769 SH   SOLE 0 0 0 769
RUSH ENTERPRISES INC CL B 781846308   395,472 8,732 SH   SOLE 0 0 0 8,732
SCHLUMBERGER LTD COM STK 806857108   2,157,975 37,015 SH   SOLE 0 0 0 37,015
SCHLUMBERGER LTD COM STK 806857108   15,990,932 274,287 SH   SOLE 0 0 0 274,287
SPDR GOLD TR GOLD SHS 78463V107   1,035,387 6,039 SH   SOLE 0 0 0 6,039
SPDR GOLD TR GOLD SHS 78463V107   2,172,443 12,671 SH   SOLE 0 0 0 12,671
SPDR SER TR S&P REGL BKG 78464A698   1,223,569 29,293 SH   SOLE 0 0 0 29,293
SPDR SER TR S&P REGL BKG 78464A698   9,186,977 219,942 SH   SOLE 0 0 0 219,942
TAYLOR MORRISON HOME CORP COM 87724P106   1,132,148 26,570 SH   SOLE 0 0 0 26,570
TAYLOR MORRISON HOME CORP COM 87724P106   5,299,278 124,367 SH   SOLE 0 0 0 124,367
TEGNA INC COM 87901J105   746,581 51,241 SH   SOLE 0 0 0 51,241
TEGNA INC COM 87901J105   5,540,971 380,300 SH   SOLE 0 0 0 380,300
THERMO FISHER SCIENTIFIC INC COM 883556102   227,777 450 SH   SOLE 0 0 0 450
TRANSOCEAN LTD REG SHS H8817H100   794,506 96,773 SH   SOLE 0 0 0 96,773
TRANSOCEAN LTD REG SHS H8817H100   7,092,652 863,904 SH   SOLE 0 0 0 863,904
UNITED RENTALS INC COM 911363109   781,109 1,757 SH   SOLE 0 0 0 1,757
UNITED RENTALS INC COM 911363109   5,808,752 13,066 SH   SOLE 0 0 0 13,066
UNITEDHEALTH GROUP INC COM 91324P102   1,411,228 2,799 SH   SOLE 0 0 0 2,799
UNITEDHEALTH GROUP INC COM 91324P102   11,061,424 21,939 SH   SOLE 0 0 0 21,939
WABTEC COM 929740108   778,321 7,324 SH   SOLE 0 0 0 7,324
WABTEC COM 929740108   5,710,312 53,734 SH   SOLE 0 0 0 53,734