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    <cusip>00287Y109</cusip>
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    <cusip>01643B106</cusip>
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    <cusip>075887109</cusip>
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      <Sole>1186</Sole>
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    <titleOfClass>COM</titleOfClass>
    <cusip>17275R102</cusip>
    <value>12460</value>
    <shrsOrPrnAmt>
      <sshPrnamt>267145</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <votingAuthority>
      <Sole>12460</Sole>
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      <None>0</None>
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    <nameOfIssuer>CMS Energy Corp</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>125896100</cusip>
    <value>227</value>
    <shrsOrPrnAmt>
      <sshPrnamt>3883</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>227</Sole>
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      <None>0</None>
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  <infoTable>
    <nameOfIssuer>Coca-Cola Co</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>191216100</cusip>
    <value>1096</value>
    <shrsOrPrnAmt>
      <sshPrnamt>24523</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1096</Sole>
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      <None>0</None>
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    <nameOfIssuer>Colgate Palmolive</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>194162103</cusip>
    <value>235</value>
    <shrsOrPrnAmt>
      <sshPrnamt>3214</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>235</Sole>
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      <None>0</None>
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    <nameOfIssuer>Comcast Corp A</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>20030N101</cusip>
    <value>34608</value>
    <shrsOrPrnAmt>
      <sshPrnamt>887836</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>34608</Sole>
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      <None>0</None>
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    <nameOfIssuer>Commerce Bancshares Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>200525103</cusip>
    <value>307</value>
    <shrsOrPrnAmt>
      <sshPrnamt>5163</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>307</Sole>
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      <None>0</None>
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    <nameOfIssuer>Commercial Metals Co</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>201723103</cusip>
    <value>1895</value>
    <shrsOrPrnAmt>
      <sshPrnamt>92878</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1895</Sole>
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      <None>0</None>
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    <titleOfClass>COM</titleOfClass>
    <cusip>205768302</cusip>
    <value>57</value>
    <shrsOrPrnAmt>
      <sshPrnamt>13050</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>57</Sole>
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      <None>0</None>
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    <nameOfIssuer>Concho Resources Inc.</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>20605P101</cusip>
    <value>206</value>
    <shrsOrPrnAmt>
      <sshPrnamt>4000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>206</Sole>
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      <None>0</None>
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    <nameOfIssuer>ConocoPhillips</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>20825C104</cusip>
    <value>220</value>
    <shrsOrPrnAmt>
      <sshPrnamt>5246</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>220</Sole>
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      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>Conseco Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>15135B101</cusip>
    <value>441</value>
    <shrsOrPrnAmt>
      <sshPrnamt>6940</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>441</Sole>
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      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>Consol Edison Co Of N Y</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>209115104</cusip>
    <value>427</value>
    <shrsOrPrnAmt>
      <sshPrnamt>5942</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>427</Sole>
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      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>Consumer Discretionary Select SPDR</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>81369Y407</cusip>
    <value>317</value>
    <shrsOrPrnAmt>
      <sshPrnamt>2479</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>317</Sole>
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      <None>0</None>
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    <nameOfIssuer>Copart Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>217204106</cusip>
    <value>709</value>
    <shrsOrPrnAmt>
      <sshPrnamt>8516</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>709</Sole>
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      <None>0</None>
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  <infoTable>
    <nameOfIssuer>Corteva Inc com</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>22052L104</cusip>
    <value>670</value>
    <shrsOrPrnAmt>
      <sshPrnamt>24995</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>670</Sole>
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      <None>0</None>
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  <infoTable>
    <nameOfIssuer>Costco Whsl Corp</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>22160K105</cusip>
    <value>480</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1582</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>480</Sole>
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      <None>0</None>
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  <infoTable>
    <nameOfIssuer>Crispr Therapeutics Agnamen Akt</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>H17182108</cusip>
    <value>263</value>
    <shrsOrPrnAmt>
      <sshPrnamt>3574</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>263</Sole>
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      <None>0</None>
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  <infoTable>
    <nameOfIssuer>Cross Country Healthcare Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>227483104</cusip>
    <value>235</value>
    <shrsOrPrnAmt>
      <sshPrnamt>38086</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>235</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>CSX Corp</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>126408103</cusip>
    <value>204</value>
    <shrsOrPrnAmt>
      <sshPrnamt>2932</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>204</Sole>
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      <None>0</None>
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  <infoTable>
    <nameOfIssuer>Cullen/Frost Bankers Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>229899109</cusip>
    <value>203</value>
    <shrsOrPrnAmt>
      <sshPrnamt>2715</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>203</Sole>
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      <None>0</None>
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    <nameOfIssuer>CVS Corp</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>126650100</cusip>
    <value>227</value>
    <shrsOrPrnAmt>
      <sshPrnamt>3488</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>227</Sole>
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      <None>0</None>
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  <infoTable>
    <nameOfIssuer>D T E Energy Company</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>233331107</cusip>
    <value>403</value>
    <shrsOrPrnAmt>
      <sshPrnamt>3750</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>403</Sole>
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      <None>0</None>
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  <infoTable>
    <nameOfIssuer>Daily Journal Corp</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>233912104</cusip>
    <value>344</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1274</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>344</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>Deere &amp; Co</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>244199105</cusip>
    <value>804</value>
    <shrsOrPrnAmt>
      <sshPrnamt>5117</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>804</Sole>
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      <None>0</None>
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    <nameOfIssuer>DIAMONDS Trust, Series 1</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>78467X109</cusip>
    <value>301</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1169</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>301</Sole>
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      <None>0</None>
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    <nameOfIssuer>DNP Select Income Fund</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>23325P104</cusip>
    <value>181</value>
    <shrsOrPrnAmt>
      <sshPrnamt>16649</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>181</Sole>
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      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>Dominion Res Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>25746U109</cusip>
    <value>506</value>
    <shrsOrPrnAmt>
      <sshPrnamt>6239</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>506</Sole>
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      <None>0</None>
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    <nameOfIssuer>Dow Chemical Company</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>260557103</cusip>
    <value>15563</value>
    <shrsOrPrnAmt>
      <sshPrnamt>381808</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>15563</Sole>
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      <None>0</None>
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    <nameOfIssuer>Duke Energy Corp</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>26441C204</cusip>
    <value>331</value>
    <shrsOrPrnAmt>
      <sshPrnamt>4144</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>331</Sole>
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      <None>0</None>
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    <nameOfIssuer>DuPont</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>26614N102</cusip>
    <value>477</value>
    <shrsOrPrnAmt>
      <sshPrnamt>8979</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>477</Sole>
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      <None>0</None>
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    <nameOfIssuer>Eaton Corp</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>G29183103</cusip>
    <value>243</value>
    <shrsOrPrnAmt>
      <sshPrnamt>2776</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>243</Sole>
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      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>EchoStar Comm Corp</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>25470M109</cusip>
    <value>438</value>
    <shrsOrPrnAmt>
      <sshPrnamt>12703</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>438</Sole>
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      <None>0</None>
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  <infoTable>
    <nameOfIssuer>Eli Lilly &amp; Co.</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>532457108</cusip>
    <value>351</value>
    <shrsOrPrnAmt>
      <sshPrnamt>2138</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>351</Sole>
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      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Emerson Electric Co</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>291011104</cusip>
    <value>1106</value>
    <shrsOrPrnAmt>
      <sshPrnamt>17833</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1106</Sole>
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      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>Enbridge Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>29250N105</cusip>
    <value>695</value>
    <shrsOrPrnAmt>
      <sshPrnamt>22834</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>695</Sole>
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      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Energy Transfer Equity LP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>29273V100</cusip>
    <value>1049</value>
    <shrsOrPrnAmt>
      <sshPrnamt>147311</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1049</Sole>
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      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>Entergy Corp</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>29364G103</cusip>
    <value>270</value>
    <shrsOrPrnAmt>
      <sshPrnamt>2881</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>270</Sole>
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      <None>0</None>
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  <infoTable>
    <nameOfIssuer>Enterprise Products Partners LP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>293792107</cusip>
    <value>923</value>
    <shrsOrPrnAmt>
      <sshPrnamt>50817</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>923</Sole>
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      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>Equity Commonwealth</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>294628102</cusip>
    <value>632</value>
    <shrsOrPrnAmt>
      <sshPrnamt>19612</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>632</Sole>
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      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Eversource Energy</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>30040W108</cusip>
    <value>322</value>
    <shrsOrPrnAmt>
      <sshPrnamt>3862</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>322</Sole>
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      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Exelon Corporation</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>30161N101</cusip>
    <value>273</value>
    <shrsOrPrnAmt>
      <sshPrnamt>7526</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>273</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>Exxon Mobil Corp</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>30231G102</cusip>
    <value>45713</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1022214</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>45713</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>Facebook Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>30303M102</cusip>
    <value>5874</value>
    <shrsOrPrnAmt>
      <sshPrnamt>25867</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>5874</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>Fidelity Natl Finl Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>31620R303</cusip>
    <value>526</value>
    <shrsOrPrnAmt>
      <sshPrnamt>17154</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>526</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>Fidelity Natl Info Svcs Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>31620M106</cusip>
    <value>670</value>
    <shrsOrPrnAmt>
      <sshPrnamt>5000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>670</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>First Financial Bankshares Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>32020R109</cusip>
    <value>441</value>
    <shrsOrPrnAmt>
      <sshPrnamt>15278</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>441</Sole>
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      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>First Trust Energy Infrastructure</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>33738C103</cusip>
    <value>106</value>
    <shrsOrPrnAmt>
      <sshPrnamt>10530</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>106</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>First Trust North American Energy Infrastructure F</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>33738D101</cusip>
    <value>60675</value>
    <shrsOrPrnAmt>
      <sshPrnamt>3042887</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>60675</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>Five Star Quality Care Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>33832D205</cusip>
    <value>39</value>
    <shrsOrPrnAmt>
      <sshPrnamt>10000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>39</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>Ford Motor Company</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>345370860</cusip>
    <value>504</value>
    <shrsOrPrnAmt>
      <sshPrnamt>82859</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>504</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>Freeport Mcmoran</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>35671D857</cusip>
    <value>332</value>
    <shrsOrPrnAmt>
      <sshPrnamt>28716</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>332</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>Gaming &amp; Leisure Properties</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>36467J108</cusip>
    <value>48859</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1412099</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>48859</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>General Electric Corp</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>369604103</cusip>
    <value>178</value>
    <shrsOrPrnAmt>
      <sshPrnamt>26033</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>178</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>General Mills</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>370334104</cusip>
    <value>13057</value>
    <shrsOrPrnAmt>
      <sshPrnamt>211796</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>13057</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>General Motors</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>37045V100</cusip>
    <value>48062</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1899678</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>48062</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>Genuine Parts Co</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>372460105</cusip>
    <value>299</value>
    <shrsOrPrnAmt>
      <sshPrnamt>3436</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>299</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>Gilead Sciences Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>375558103</cusip>
    <value>1013</value>
    <shrsOrPrnAmt>
      <sshPrnamt>13165</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1013</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>Global X Silver Miners ETF</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>37954Y848</cusip>
    <value>339</value>
    <shrsOrPrnAmt>
      <sshPrnamt>9165</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>339</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>Gold Fields Ltd Adr</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>38059T106</cusip>
    <value>813</value>
    <shrsOrPrnAmt>
      <sshPrnamt>86500</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>813</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Goldman Sachs Group Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>38141G104</cusip>
    <value>287</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1452</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>287</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Golub Capital BDC Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>38173M102</cusip>
    <value>23252</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1995912</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>23252</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Guardant Health Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>40131M109</cusip>
    <value>607</value>
    <shrsOrPrnAmt>
      <sshPrnamt>7487</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>607</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>Guggenheim S&amp;P 500(R) Equal Weight Health Care ETF</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>46137V332</cusip>
    <value>43411</value>
    <shrsOrPrnAmt>
      <sshPrnamt>195341</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>43411</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Guggenheim S&amp;P 500(R) Equal Weight Materials ETF</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>46137V316</cusip>
    <value>20836</value>
    <shrsOrPrnAmt>
      <sshPrnamt>204240</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>20836</Sole>
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      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>HCA Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>40412C101</cusip>
    <value>247</value>
    <shrsOrPrnAmt>
      <sshPrnamt>2540</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>247</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>Health Care Sector SPDR</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>81369Y209</cusip>
    <value>288</value>
    <shrsOrPrnAmt>
      <sshPrnamt>2878</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>288</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Hess Corporation</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>42809H107</cusip>
    <value>492</value>
    <shrsOrPrnAmt>
      <sshPrnamt>9500</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>492</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>Hilltop Holdings Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>432748101</cusip>
    <value>191</value>
    <shrsOrPrnAmt>
      <sshPrnamt>10376</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>191</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>Home Depot Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>437076102</cusip>
    <value>1633</value>
    <shrsOrPrnAmt>
      <sshPrnamt>6518</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1633</Sole>
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      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>Honeywell International</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>438516106</cusip>
    <value>358</value>
    <shrsOrPrnAmt>
      <sshPrnamt>2476</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>358</Sole>
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      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>IAMGOLD Corporation</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>450913108</cusip>
    <value>98</value>
    <shrsOrPrnAmt>
      <sshPrnamt>24685</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>98</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>Illinois Tool Works Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>452308109</cusip>
    <value>588</value>
    <shrsOrPrnAmt>
      <sshPrnamt>3361</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>588</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Independent Bank Group Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>45384B106</cusip>
    <value>11169</value>
    <shrsOrPrnAmt>
      <sshPrnamt>275635</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>11169</Sole>
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      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Intel Corp.</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>458140100</cusip>
    <value>3383</value>
    <shrsOrPrnAmt>
      <sshPrnamt>56539</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>3383</Sole>
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      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>International Paper</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>460146103</cusip>
    <value>17876</value>
    <shrsOrPrnAmt>
      <sshPrnamt>507699</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>17876</Sole>
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      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Intl Business Machines</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>459200101</cusip>
    <value>750</value>
    <shrsOrPrnAmt>
      <sshPrnamt>6214</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>750</Sole>
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      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Intuit Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>461202103</cusip>
    <value>969</value>
    <shrsOrPrnAmt>
      <sshPrnamt>3271</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>969</Sole>
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      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>iShares Dow Jones US Tech</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>464287721</cusip>
    <value>287</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1065</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>287</Sole>
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      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>iShares Edge MSCI USA Quality Factor</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>46432F339</cusip>
    <value>24734</value>
    <shrsOrPrnAmt>
      <sshPrnamt>257860</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>24734</Sole>
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      <None>0</None>
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  <infoTable>
    <nameOfIssuer>iShares Gold Trust</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>464285105</cusip>
    <value>261</value>
    <shrsOrPrnAmt>
      <sshPrnamt>15353</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>261</Sole>
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      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>iShares Lehman 1-3 Yr Trs Bd</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>464287457</cusip>
    <value>1068</value>
    <shrsOrPrnAmt>
      <sshPrnamt>12329</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1068</Sole>
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      <None>0</None>
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  <infoTable>
    <nameOfIssuer>iShares MSCI ACWI ETF</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>464288257</cusip>
    <value>2571</value>
    <shrsOrPrnAmt>
      <sshPrnamt>34874</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>2571</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>iShares S&amp;P 500 Index</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>464287200</cusip>
    <value>683</value>
    <shrsOrPrnAmt>
      <sshPrnamt>2206</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>683</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>iShares S&amp;P SmallCap 600 Index</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>464287804</cusip>
    <value>202</value>
    <shrsOrPrnAmt>
      <sshPrnamt>2952</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>202</Sole>
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      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>iShares Silver Trust</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>46428Q109</cusip>
    <value>220</value>
    <shrsOrPrnAmt>
      <sshPrnamt>12933</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>220</Sole>
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      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>Ishares Tr Russell</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>464287655</cusip>
    <value>436</value>
    <shrsOrPrnAmt>
      <sshPrnamt>3043</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>436</Sole>
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      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>IsoRay Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>46489V104</cusip>
    <value>10</value>
    <shrsOrPrnAmt>
      <sshPrnamt>18000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>10</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>Johnson &amp; Johnson</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>478160104</cusip>
    <value>46883</value>
    <shrsOrPrnAmt>
      <sshPrnamt>333378</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>46883</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>JP Morgan Chase &amp; Co.</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>46625H100</cusip>
    <value>4016</value>
    <shrsOrPrnAmt>
      <sshPrnamt>42693</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>4016</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>Kforce Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>493732101</cusip>
    <value>3612</value>
    <shrsOrPrnAmt>
      <sshPrnamt>123474</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>3612</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>Kimberly-Clark Corp</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>494368103</cusip>
    <value>243</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1718</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>243</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>Kinder Morgan Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>49456B101</cusip>
    <value>544</value>
    <shrsOrPrnAmt>
      <sshPrnamt>35841</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>544</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Kraft Heinz Co</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>500754106</cusip>
    <value>7028</value>
    <shrsOrPrnAmt>
      <sshPrnamt>220390</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>7028</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Kroger Corp</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>501044101</cusip>
    <value>335</value>
    <shrsOrPrnAmt>
      <sshPrnamt>9895</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>335</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Lamar Advertising REIT Co</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>512816109</cusip>
    <value>340</value>
    <shrsOrPrnAmt>
      <sshPrnamt>5100</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>340</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Linde plc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>G5494J103</cusip>
    <value>392</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1850</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>392</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>LKQ Corp</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>501889208</cusip>
    <value>445</value>
    <shrsOrPrnAmt>
      <sshPrnamt>16985</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>445</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Lloyds TSB Group PLC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>539439109</cusip>
    <value>150</value>
    <shrsOrPrnAmt>
      <sshPrnamt>100121</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>150</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Lockheed Martin Corp</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>539830109</cusip>
    <value>3257</value>
    <shrsOrPrnAmt>
      <sshPrnamt>8925</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>3257</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Lowes Companies Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>548661107</cusip>
    <value>399</value>
    <shrsOrPrnAmt>
      <sshPrnamt>2954</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>399</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Markel Corp Hldg Co</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>570535104</cusip>
    <value>40041</value>
    <shrsOrPrnAmt>
      <sshPrnamt>43373</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>40041</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Market Vectors Gold Miners</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>92189F106</cusip>
    <value>426</value>
    <shrsOrPrnAmt>
      <sshPrnamt>11613</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>426</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Market Vectors Junior Gold Miners ETF</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>92189F791</cusip>
    <value>267</value>
    <shrsOrPrnAmt>
      <sshPrnamt>5381</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>267</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Mastercard Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>57636Q104</cusip>
    <value>223</value>
    <shrsOrPrnAmt>
      <sshPrnamt>753</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>223</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>McDonalds Corp</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>580135101</cusip>
    <value>1626</value>
    <shrsOrPrnAmt>
      <sshPrnamt>8816</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1626</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Medtronic PLC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>G5960L103</cusip>
    <value>27078</value>
    <shrsOrPrnAmt>
      <sshPrnamt>295289</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>27078</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Merck &amp; Co Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>58933Y105</cusip>
    <value>2327</value>
    <shrsOrPrnAmt>
      <sshPrnamt>30088</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>2327</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Mercury General Corporation</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>589400100</cusip>
    <value>18872</value>
    <shrsOrPrnAmt>
      <sshPrnamt>463112</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>18872</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Merit Med Sys Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>589889104</cusip>
    <value>1582</value>
    <shrsOrPrnAmt>
      <sshPrnamt>34650</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1582</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Microsoft Corp.</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>594918104</cusip>
    <value>63350</value>
    <shrsOrPrnAmt>
      <sshPrnamt>311285</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>63350</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Minnesota Mining &amp; Manufacturing</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>88579Y101</cusip>
    <value>15907</value>
    <shrsOrPrnAmt>
      <sshPrnamt>101974</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>15907</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Moodys Corp</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>615369105</cusip>
    <value>1133</value>
    <shrsOrPrnAmt>
      <sshPrnamt>4123</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1133</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>MPLX LP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>55336V100</cusip>
    <value>518</value>
    <shrsOrPrnAmt>
      <sshPrnamt>30000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>518</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Nasdaq 100 Shares</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>46090E103</cusip>
    <value>4526</value>
    <shrsOrPrnAmt>
      <sshPrnamt>18280</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>4526</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Natl Grid Transco PLC Adr</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>636274409</cusip>
    <value>396</value>
    <shrsOrPrnAmt>
      <sshPrnamt>6512</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>396</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Netflix Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>64110L106</cusip>
    <value>1185</value>
    <shrsOrPrnAmt>
      <sshPrnamt>2605</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1185</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Network Appliance Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>64110D104</cusip>
    <value>719</value>
    <shrsOrPrnAmt>
      <sshPrnamt>16202</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>719</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>NextEra Energy Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>65339F101</cusip>
    <value>603</value>
    <shrsOrPrnAmt>
      <sshPrnamt>2512</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>603</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>NextEra Energy Partners LP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>65341B106</cusip>
    <value>872</value>
    <shrsOrPrnAmt>
      <sshPrnamt>17000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>872</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Nike Inc Class B</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>654106103</cusip>
    <value>823</value>
    <shrsOrPrnAmt>
      <sshPrnamt>8395</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>823</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Northrim BanCorp Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>666762109</cusip>
    <value>302</value>
    <shrsOrPrnAmt>
      <sshPrnamt>12000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>302</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Northrop Grumman Corp</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>666807102</cusip>
    <value>790</value>
    <shrsOrPrnAmt>
      <sshPrnamt>2569</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
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      <Sole>790</Sole>
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    <shrsOrPrnAmt>
      <sshPrnamt>45735</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>2367</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>Schwab U.S. Large-Cap ETF</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>808524201</cusip>
    <value>908</value>
    <shrsOrPrnAmt>
      <sshPrnamt>12260</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>908</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Schwab U.S. Mid-Cap ETF</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>808524508</cusip>
    <value>38811</value>
    <shrsOrPrnAmt>
      <sshPrnamt>737578</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>38811</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>Schwab U.S. Small-Cap ETF</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>808524607</cusip>
    <value>12562</value>
    <shrsOrPrnAmt>
      <sshPrnamt>192259</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>12562</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Schwab U.S. TIPS ETF</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>808524870</cusip>
    <value>898</value>
    <shrsOrPrnAmt>
      <sshPrnamt>14961</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>898</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Seagate Technology</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>G7945M107</cusip>
    <value>16590</value>
    <shrsOrPrnAmt>
      <sshPrnamt>342698</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>16590</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SEI Investments Co</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>784117103</cusip>
    <value>372</value>
    <shrsOrPrnAmt>
      <sshPrnamt>6763</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>372</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>Sempra Energy</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>816851109</cusip>
    <value>507</value>
    <shrsOrPrnAmt>
      <sshPrnamt>4327</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>507</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Sherwin Williams Co</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>824348106</cusip>
    <value>3496</value>
    <shrsOrPrnAmt>
      <sshPrnamt>6050</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>3496</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Shopify Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>82509L107</cusip>
    <value>344</value>
    <shrsOrPrnAmt>
      <sshPrnamt>362</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>344</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Sirius Satellite Radio</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>82968B103</cusip>
    <value>984</value>
    <shrsOrPrnAmt>
      <sshPrnamt>167633</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>984</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Sony Corp ADR</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>835699307</cusip>
    <value>673</value>
    <shrsOrPrnAmt>
      <sshPrnamt>9730</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>673</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Southern Company</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>842587107</cusip>
    <value>943</value>
    <shrsOrPrnAmt>
      <sshPrnamt>18193</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>943</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Southwest Airlines</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>844741108</cusip>
    <value>459</value>
    <shrsOrPrnAmt>
      <sshPrnamt>13433</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>459</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SPDR Barclays Capital ST Muni Fund</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>78468R739</cusip>
    <value>309</value>
    <shrsOrPrnAmt>
      <sshPrnamt>6195</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>309</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SPDR Gold Trust</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>78463V107</cusip>
    <value>463</value>
    <shrsOrPrnAmt>
      <sshPrnamt>2769</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>463</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SPDR Lehman Muni Bond</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>78468R721</cusip>
    <value>236</value>
    <shrsOrPrnAmt>
      <sshPrnamt>4562</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>236</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SPDR Portfolio Short Term Corporate Bond ETF</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>78464A474</cusip>
    <value>1865</value>
    <shrsOrPrnAmt>
      <sshPrnamt>59502</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1865</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Spdr S&amp;P 600 Small Cap</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>78464A300</cusip>
    <value>1049</value>
    <shrsOrPrnAmt>
      <sshPrnamt>21362</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1049</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SPDR(R) Portfolio Interm Term Corp Bd ETF</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>78464A375</cusip>
    <value>1157</value>
    <shrsOrPrnAmt>
      <sshPrnamt>31662</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1157</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SPDR(R) Portfolio Mid Cap ETF</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>78464A847</cusip>
    <value>3652</value>
    <shrsOrPrnAmt>
      <sshPrnamt>116873</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>3652</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SPDR(R) Portfolio S&amp;P 500 High Div ETF</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>78468R788</cusip>
    <value>205</value>
    <shrsOrPrnAmt>
      <sshPrnamt>7368</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>205</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SPDR(R) S&amp;P Emerging Markets ETF</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>78463X509</cusip>
    <value>2326</value>
    <shrsOrPrnAmt>
      <sshPrnamt>69519</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>2326</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Spirit AeroSystems Hldgs</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>848574109</cusip>
    <value>239</value>
    <shrsOrPrnAmt>
      <sshPrnamt>10000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>239</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Spirit of Texas Bancshares Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>84861D103</cusip>
    <value>171</value>
    <shrsOrPrnAmt>
      <sshPrnamt>13872</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>171</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Sprott Physical Gold Trust</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>85207H104</cusip>
    <value>1883</value>
    <shrsOrPrnAmt>
      <sshPrnamt>131560</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1883</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Starbucks Corp</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>855244109</cusip>
    <value>225</value>
    <shrsOrPrnAmt>
      <sshPrnamt>3051</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>225</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Sysco Corporation</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>871829107</cusip>
    <value>16784</value>
    <shrsOrPrnAmt>
      <sshPrnamt>307062</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>16784</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Taiwan Semiconductr Adrf</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>874039100</cusip>
    <value>591</value>
    <shrsOrPrnAmt>
      <sshPrnamt>10415</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>591</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Target Corporation</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>87612E106</cusip>
    <value>436</value>
    <shrsOrPrnAmt>
      <sshPrnamt>3636</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>436</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>TC Energy Corp</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>87807B107</cusip>
    <value>36125</value>
    <shrsOrPrnAmt>
      <sshPrnamt>842855</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>36125</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>TD AMERITRADE Holdings Corp</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>87236Y108</cusip>
    <value>201</value>
    <shrsOrPrnAmt>
      <sshPrnamt>5520</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>201</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Technology Select Sector SPDR</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>81369Y803</cusip>
    <value>593</value>
    <shrsOrPrnAmt>
      <sshPrnamt>5675</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>593</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Templeton Global Incm Fd</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>880198106</cusip>
    <value>13384</value>
    <shrsOrPrnAmt>
      <sshPrnamt>2492422</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>13384</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Tesla Motors, Inc.</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>88160R101</cusip>
    <value>1485</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1375</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1485</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Texas Instruments Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>882508104</cusip>
    <value>2901</value>
    <shrsOrPrnAmt>
      <sshPrnamt>22847</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>2901</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Total SA Adr</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>89151E109</cusip>
    <value>10068</value>
    <shrsOrPrnAmt>
      <sshPrnamt>261791</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>10068</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Twilio Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>90138F102</cusip>
    <value>5223</value>
    <shrsOrPrnAmt>
      <sshPrnamt>23802</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>5223</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>U S Bancorp</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>902973304</cusip>
    <value>19621</value>
    <shrsOrPrnAmt>
      <sshPrnamt>532895</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>19621</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Union Pacific Corp</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>907818108</cusip>
    <value>363</value>
    <shrsOrPrnAmt>
      <sshPrnamt>2145</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>363</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>United-Guardian Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>910571108</cusip>
    <value>163</value>
    <shrsOrPrnAmt>
      <sshPrnamt>11000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>163</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>UnitedHealth Group Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>91324P102</cusip>
    <value>298</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1011</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>298</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>Universal Insurance Holdings Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>91359V107</cusip>
    <value>1278</value>
    <shrsOrPrnAmt>
      <sshPrnamt>72000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1278</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>Vanguard Dividend Appreciation Index Fund</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>921908844</cusip>
    <value>581</value>
    <shrsOrPrnAmt>
      <sshPrnamt>4954</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>581</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>Vanguard Emerging Market ETF</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>922042858</cusip>
    <value>1143</value>
    <shrsOrPrnAmt>
      <sshPrnamt>28854</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1143</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>Vanguard Growth ETF</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>922908736</cusip>
    <value>834</value>
    <shrsOrPrnAmt>
      <sshPrnamt>4127</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>834</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>Vanguard High Div Index</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>921946406</cusip>
    <value>214</value>
    <shrsOrPrnAmt>
      <sshPrnamt>2717</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>214</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
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    <nameOfIssuer>Vanguard Intermediate-Term Corporate Bond ETF</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>92206C870</cusip>
    <value>1479</value>
    <shrsOrPrnAmt>
      <sshPrnamt>15545</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1479</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>Vanguard Mortgage-Backed Securities ETF</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>92206C771</cusip>
    <value>751</value>
    <shrsOrPrnAmt>
      <sshPrnamt>13818</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>751</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>Vanguard MSCI EAFE ETF</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>921943858</cusip>
    <value>781</value>
    <shrsOrPrnAmt>
      <sshPrnamt>20140</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>781</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>Vanguard REIT Index ETF</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>922908553</cusip>
    <value>232</value>
    <shrsOrPrnAmt>
      <sshPrnamt>2959</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>232</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>Vanguard Short-Term Bond ETF</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>921937827</cusip>
    <value>433</value>
    <shrsOrPrnAmt>
      <sshPrnamt>5214</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>433</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Vanguard Small Cap ETF</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>922908751</cusip>
    <value>607</value>
    <shrsOrPrnAmt>
      <sshPrnamt>4166</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>607</Sole>
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      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>Vanguard Tax-Exempt Bond ETF</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>922907746</cusip>
    <value>361</value>
    <shrsOrPrnAmt>
      <sshPrnamt>6668</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>361</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>Vanguard Value VIPERs</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>922908744</cusip>
    <value>378</value>
    <shrsOrPrnAmt>
      <sshPrnamt>3797</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>378</Sole>
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      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>Verizon Communications</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>92343V104</cusip>
    <value>27665</value>
    <shrsOrPrnAmt>
      <sshPrnamt>501805</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>27665</Sole>
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      <None>0</None>
    </votingAuthority>
  </infoTable>
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    <nameOfIssuer>Visa Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>92826C839</cusip>
    <value>64991</value>
    <shrsOrPrnAmt>
      <sshPrnamt>336447</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>64991</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Vodafone Group ADR</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>92857W308</cusip>
    <value>13144</value>
    <shrsOrPrnAmt>
      <sshPrnamt>824620</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>13144</Sole>
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      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>Wal-Mart Stores Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>931142103</cusip>
    <value>29251</value>
    <shrsOrPrnAmt>
      <sshPrnamt>244210</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>29251</Sole>
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      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>Walt Disney Co.</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>254687106</cusip>
    <value>38618</value>
    <shrsOrPrnAmt>
      <sshPrnamt>346315</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>38618</Sole>
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      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>Waste Connections Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>94106B101</cusip>
    <value>469</value>
    <shrsOrPrnAmt>
      <sshPrnamt>5000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>469</Sole>
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      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Waste Management Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>94106L109</cusip>
    <value>319</value>
    <shrsOrPrnAmt>
      <sshPrnamt>3012</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>319</Sole>
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      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>Wells Fargo &amp; Co</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>949746101</cusip>
    <value>25663</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1002448</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>25663</Sole>
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      <None>0</None>
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  <infoTable>
    <nameOfIssuer>Western Gas Equity Partners LP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>958669103</cusip>
    <value>260</value>
    <shrsOrPrnAmt>
      <sshPrnamt>25860</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>260</Sole>
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      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>WestRock Co</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>96145D105</cusip>
    <value>16832</value>
    <shrsOrPrnAmt>
      <sshPrnamt>595600</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>16832</Sole>
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      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>Weyerhaeuser Co</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>962166104</cusip>
    <value>478</value>
    <shrsOrPrnAmt>
      <sshPrnamt>21294</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>478</Sole>
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      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>Wheaton Precious Metal Corp</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>962879102</cusip>
    <value>1284</value>
    <shrsOrPrnAmt>
      <sshPrnamt>29142</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1284</Sole>
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      <None>0</None>
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  <infoTable>
    <nameOfIssuer>Williams Companies</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>969457100</cusip>
    <value>663</value>
    <shrsOrPrnAmt>
      <sshPrnamt>34859</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>663</Sole>
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      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>Wisconsin Egy Cp Hldg Co</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>92939U106</cusip>
    <value>218</value>
    <shrsOrPrnAmt>
      <sshPrnamt>2487</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>218</Sole>
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      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>Xilinx Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>983919101</cusip>
    <value>938</value>
    <shrsOrPrnAmt>
      <sshPrnamt>9532</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>938</Sole>
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      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>S P D R TRUST Unit SR</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>78462F103</cusip>
    <value>6568</value>
    <shrsOrPrnAmt>
      <sshPrnamt>21300</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <putCall>Put</putCall>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>6568</Sole>
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      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>Facebook Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>30303M102</cusip>
    <value>227</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <putCall>Put</putCall>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>227</Sole>
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      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>ZIOPHARM Oncology Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>98973P101</cusip>
    <value>33</value>
    <shrsOrPrnAmt>
      <sshPrnamt>10000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <putCall>Call</putCall>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>33</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Apple Computer Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>037833100</cusip>
    <value>657</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1800</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <putCall>Put</putCall>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>657</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Kforce Inc</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>493732101</cusip>
    <value>702</value>
    <shrsOrPrnAmt>
      <sshPrnamt>24000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <putCall>Call</putCall>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>702</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
</informationTable>
