The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE

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COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
3M CoCOM88579Y1017,77040,325SH SOLE 40,32500
Abbvie IncCOM00287Y10931,415290,290SH SOLE 290,29000
Allegiant Travel CoCOM01748X10222,00290,148SH SOLE 90,14800
Amplify Energy Corp NewCOM03212B1034817,272SH SOLE 17,27200
AT&T IncCOM00206R10219,368639,831SH SOLE 639,83100
Block H & R IncCOM09367110513,883636,854SH SOLE 636,85400
Cannae Hldgs IncCOM13765N107226,0775,706,134SH SOLE 5,706,13400
Ceridian HCM Hldg IncCOM15677J10884,2701,000,000SH SOLE 1,000,00000
Cisco Sys IncCOM17275R10217,396336,414SH SOLE 336,41400
Crescent Cap BDC IncCOM22565510951,5994,205,307SH DFND 4,205,30700
Fidelity Natl Information SvCOM31620M10632,329229,919SH SOLE 229,91900
First Hawaiian IncCOM32051X1082619,547SH SOLE 9,54700
Genuine Parts CoCOM37246010522,650195,950SH SOLE 195,95000
Invitation Homes IncCOM46187W10763,9802,000,000SH SOLE 2,000,00000
Johnson & JohnsonCOM4781601049,61158,480SH SOLE 58,48000
Lockheed Martin CorpCOM53983010911,79331,915SH SOLE 31,91500
MGM Growth Pptys LLCCL A COM55303A10516,310500,000SH SOLE 500,00000
Nuverra Environmental SolutiCOM PAR67091K302486211,182SH SOLE 211,18200
Paysafe LimitedORDG6964L107589,50045,000,000SH SOLE 45,000,00000
Paysafe LimitedORDG6964L10749,2005,000,000SH DFND 5,000,00000
PepsiCo IncCOM71344810826,383186,516SH SOLE 186,51600
Pfizer IncCOM71708110314,011386,722SH SOLE 386,72200
Philip Morris Intl IncCOM71817210919,931224,600SH SOLE 224,60000
Prosperity Bancshares IncCOM7436061055,58674,590SH SOLE 74,59000
Servisfirst Bancshares IncCOM81768T1084,68876,447SH SOLE 76,44700
Smart Sand IncCOM83191H1073614,250SH SOLE 14,25000
Southside Bancshares IncCOM84470P1092,77372,000SH SOLE 72,00000
Telus CorporationCOM87971M1035,583280,000SH SOLE 280,00000
Unitedhealth Group IncCOM91324P10212,07032,440SH SOLE 32,44000
United Parcel Service IncCL B91131210618,138106,701SH SOLE 106,70100
Viatris IncCOM92556V10667047,983SH SOLE 47,98300
Wells Fargo Co NewCOM9497461018,205210,000SH SOLE 210,00000