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

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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
ABBOTT LABS COM 002824100   1,845,270 16,235 SH   SOLE 0 8,835 0 7,400
ABBVIE INC COM 00287Y109   2,384,600 13,095 SH   SOLE 0 6,495 0 6,600
AGILENT TECHNOLOGIES INC COM 00846U101   603,721 4,149 SH   SOLE 0 3,463 0 686
AMAZON COM INC COM 023135106   378,798 2,100 SH   SOLE 0 2,100 0 0
AMERICAN EXPRESS CO COM 025816109   267,536 1,175 SH   SOLE 0 1,175 0 0
APPLE INC COM 037833100   9,210,534 53,712 SH   SOLE 0 37,132 0 16,580
ARISTA NETWORKS INC COM 040413106   405,972 1,400 SH   SOLE 0 1,400 0 0
BAKER HUGHES COMPANY CL A 05722G100   472,350 14,100 SH   SOLE 0 13,300 0 800
BANK AMERICA CORP COM 060505104   5,018,029 132,332 SH   SOLE 0 118,601 0 13,731
BAYTEX ENERGY CORP COM 07317Q105   542,656 149,492 SH   SOLE 0 115,484 0 34,008
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   291,841 694 SH   SOLE 0 645 0 49
BHP GROUP LTD SPONSORED ADS 088606108   1,142,262 19,800 SH   SOLE 0 15,100 0 4,700
BLACKROCK MUNIVEST FD INC COM 09253R105   86,732 12,285 SH   SOLE 0 12,285 0 0
BURKE HERBERT FINL SVCS CORP COM 12135Y108   328,672 5,866 SH   SOLE 0 5,866 0 0
CAMECO CORP COM 13321L108   528,504 12,200 SH   SOLE 0 9,200 0 3,000
CATERPILLAR INC COM 149123101   5,672,153 15,480 SH   SOLE 0 10,980 0 4,500
CENOVUS ENERGY INC COM 15135U109   1,101,169 55,086 SH   SOLE 0 48,056 0 7,030
CF INDS HLDGS INC COM 125269100   4,901,069 58,900 SH   SOLE 0 44,300 0 14,600
CHEVRON CORP NEW COM 166764100   7,317,243 46,388 SH   SOLE 0 37,088 0 9,300
COMCAST CORP NEW CL A 20030N101   255,765 5,900 SH   SOLE 0 5,876 0 24
CONOCOPHILLIPS COM 20825C104   12,143,912 95,411 SH   SOLE 0 81,141 0 14,270
COSTCO WHSL CORP NEW COM 22160K105   945,093 1,290 SH   SOLE 0 90 0 1,200
CSX CORP COM 126408103   222,420 6,000 SH   SOLE 0 0 0 6,000
DARDEN RESTAURANTS INC COM 237194105   501,450 3,000 SH   SOLE 0 3,000 0 0
DEERE & CO COM 244199105   11,248,526 27,386 SH   SOLE 0 20,266 0 7,120
DELL TECHNOLOGIES INC CL C 24703L202   270,212 2,368 SH   SOLE 0 2,368 0 0
DELTA AIR LINES INC DEL COM NEW 247361702   707,758 14,785 SH   SOLE 0 13,265 0 1,520
DIAMONDBACK ENERGY INC COM 25278X109   8,785,272 44,332 SH   SOLE 0 32,387 0 11,945
ELI LILLY & CO COM 532457108   505,674 650 SH   SOLE 0 550 0 100
ENBRIDGE INC COM 29250N105   346,966 9,590 SH   SOLE 0 7,130 0 2,460
FEDERAL RLTY INVT TR NEW SH BEN INT NEW 313745101   268,576 2,630 SH   SOLE 0 2,230 0 400
FEDEX CORP COM 31428X106   508,494 1,755 SH   SOLE 0 1,496 0 259
FREEPORT-MCMORAN INC CL B 35671D857   5,716,221 121,570 SH   SOLE 0 93,840 0 27,730
GENERAL ELECTRIC CO COM NEW 369604301   388,272 2,212 SH   SOLE 0 1,587 0 625
GENERAL MLS INC COM 370334104   8,098,538 115,743 SH   SOLE 0 113,343 0 2,400
GLOBE LIFE INC COM 37959E102   704,039 6,050 SH   SOLE 0 6,050 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109   429,953 24,250 SH   SOLE 0 22,250 0 2,000
HONEYWELL INTL INC COM 438516106   697,850 3,400 SH   SOLE 0 2,500 0 900
HP INC COM 40434L105   1,887,843 62,470 SH   SOLE 0 51,370 0 11,100
INTERNATIONAL BUSINESS MACHS COM 459200101   7,286,270 38,156 SH   SOLE 0 28,496 0 9,660
ISHARES TR CORE S&P500 ETF 464287200   2,184,169 4,155 SH   SOLE 0 2,515 0 1,640
ISHARES TR RUSSELL 2000 ETF 464287655   841,200 4,000 SH   SOLE 0 4,000 0 0
ISHARES TR 0-3 MNTH TREASRY 46436E718   1,615,388 16,040 SH   SOLE 0 16,040 0 0
JOHNSON & JOHNSON COM 478160104   2,967,486 18,759 SH   SOLE 0 12,629 0 6,130
KEYSIGHT TECHNOLOGIES INC COM 49338L103   289,303 1,850 SH   SOLE 0 1,660 0 190
KNIFE RIVER CORP COMMON STOCK 498894104   1,066,526 13,154 SH   SOLE 0 10,495 0 2,659
LABORATORY CORP AMER HLDGS COM NEW 50540R409   1,225,561 5,610 SH   SOLE 0 5,110 0 500
LENNAR CORP CL A 526057104   11,843,059 68,863 SH   SOLE 0 56,916 0 11,947
LENNAR CORP CL B 526057302   9,702,085 62,927 SH   SOLE 0 45,663 0 17,264
LGI HOMES INC COM 50187T106   6,195,539 53,240 SH   SOLE 0 43,340 0 9,900
LOWES COS INC COM 548661107   1,122,086 4,405 SH   SOLE 0 4,405 0 0
MCDONALDS CORP COM 580135101   1,750,346 6,208 SH   SOLE 0 5,708 0 500
MDU RES GROUP INC COM 552690109   1,193,926 47,378 SH   SOLE 0 41,988 0 5,390
MERCADOLIBRE INC COM 58733R102   302,392 200 SH   SOLE 0 200 0 0
MERCK & CO INC COM 58933Y105   6,112,320 46,323 SH   SOLE 0 35,033 0 11,290
MICROSOFT CORP COM 594918104   5,589,265 13,285 SH   SOLE 0 9,865 0 3,420
NEXTERA ENERGY INC COM 65339F101   2,138,429 33,460 SH   SOLE 0 23,060 0 10,400
NOV INC COM 62955J103   205,058 10,505 SH   SOLE 0 8,805 0 1,700
NVIDIA CORPORATION COM 67066G104   433,709 480 SH   SOLE 0 480 0 0
NVR INC COM 62944T105   13,283,934 1,640 SH   SOLE 0 740 0 900
OLD DOMINION FREIGHT LINE IN COM 679580100   1,092,164 4,980 SH   SOLE 0 3,600 0 1,380
OVINTIV INC COM 69047Q102   367,141 7,074 SH   SOLE 0 6,474 0 600
PFIZER INC COM 717081103   535,631 19,302 SH   SOLE 0 8,102 0 11,200
PHILLIPS 66 COM 718546104   6,620,987 40,535 SH   SOLE 0 31,150 0 9,385
PNC FINL SVCS GROUP INC COM 693475105   2,322,354 14,371 SH   SOLE 0 13,116 0 1,255
QUEST DIAGNOSTICS INC COM 74834L100   563,055 4,230 SH   SOLE 0 3,980 0 250
RAYONIER INC COM 754907103   663,005 19,946 SH   SOLE 0 19,946 0 0
REGIONS FINANCIAL CORP NEW COM 7591EP100   228,873 10,878 SH   SOLE 0 10,878 0 0
RTX CORPORATION COM 75513E101   1,228,976 12,601 SH   SOLE 0 6,766 0 5,835
SCHLUMBERGER LTD COM STK 806857108   269,665 4,920 SH   SOLE 0 3,520 0 1,400
SERVICENOW INC COM 81762P102   3,892,052 5,105 SH   SOLE 0 5,105 0 0
SHOPIFY INC CL A 82509L107   370,416 4,800 SH   SOLE 0 4,800 0 0
SILVERBOW RES INC COM 82836G102   271,413 7,950 SH   SOLE 0 4,150 0 3,800
SOUTHWESTERN ENERGY CO COM 845467109   152,358 20,100 SH   SOLE 0 20,100 0 0
SUNCOR ENERGY INC NEW COM 867224107   2,118,634 57,400 SH   SOLE 0 46,200 0 11,200
SYNOVUS FINL CORP COM NEW 87161C501   1,692,855 42,258 SH   SOLE 0 35,258 0 7,000
SYSCO CORP COM 871829107   507,375 6,250 SH   SOLE 0 6,250 0 0
THE TRADE DESK INC COM CL A 88339J105   349,680 4,000 SH   SOLE 0 4,000 0 0
TOLL BROTHERS INC COM 889478103   232,866 1,800 SH   SOLE 0 1,800 0 0
TRUIST FINL CORP COM 89832Q109   13,040,720 334,549 SH   SOLE 0 289,876 0 44,673
UNION PAC CORP COM 907818108   344,302 1,400 SH   SOLE 0 500 0 900
UNITED RENTALS INC COM 911363109   25,336,200 35,135 SH   SOLE 0 27,475 0 7,660
VALERO ENERGY CORP COM 91913Y100   5,101,924 29,890 SH   SOLE 0 19,690 0 10,200
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858   258,974 6,200 SH   SOLE 0 6,200 0 0
VSE CORP COM 918284100   17,932,320 224,154 SH   SOLE 0 224,154 0 0
WALMART INC COM 931142103   686,741 11,413 SH   SOLE 0 10,800 0 613
WESCO INTL INC COM 95082P105   386,579 2,257 SH   SOLE 0 2,017 0 240
WEYERHAEUSER CO MTN BE COM NEW 962166104   1,001,709 27,895 SH   SOLE 0 24,052 0 3,843