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

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

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
RLJ LODGING TR CUM CONV PFD A 74965L200 406 15,050 SH   SOLE 0 0 0 15,050
TAKE-TWO INTERACTIVE COM 874054909 756 350 SH   SOLE 0 0 0 350
TYSON FOODS INC CL A 902494903 252 200 SH   SOLE 0 0 0 200
SHERWIN WILLIAMS CO COM 824348906 1,206 175 SH   SOLE 0 0 0 175
INSULET CORP COM 45784P901 2,261 275 SH   SOLE 0 0 0 275
NEXSTAR MEDIA GROUP CL A 065336903 865 350 SH   SOLE 0 0 0 350
NXP SEMICONDUCTORS N COM N6596X109 3,915 35,880 SH   SOLE 0 0 0 35,880
NORWEGIAN CRUISE LIN SHS G66721104 10,191 196,849 SH   SOLE 0 0 0 196,849
NABORS INDUSTRIES LT SHS G6359F103 37 20,000 SH   SOLE 0 0 0 20,000
ICHOR HOLDINGS SHS G4740B105 218 9,000 SH   SOLE 0 0 0 9,000
CAPRI HOLDINGS LIMIT SHS G1890L107 8,199 247,265 SH   SOLE 0 0 0 247,265
CONCHO RES INC COM 20605P901 697 850 SH   SOLE 0 0 0 850
BOEING CO COM 097023905 1,267 150 SH   SOLE 0 0 0 150
AMAZON COM INC COM 023135906 636 40 SH   SOLE 0 0 0 40
YETI HLDGS INC COM 98585X104 14,454 516,230 SH   SOLE 0 0 0 516,230
XCEL ENERGY INC COM 98389B100 263 4,050 SH   SOLE 0 0 0 4,050
WPX ENERGY INC COM 98212B103 9,180 866,863 SH   SOLE 0 0 0 866,863
WHIRLPOOL CORP COM 963320106 1,108 6,994 SH   SOLE 0 0 0 6,994
WELLS FARGO CO NEW COM 949746101 1,017 20,163 SH   SOLE 0 0 0 20,163
WALMART INC COM 931142103 5,348 45,059 SH   SOLE 0 0 0 45,059
WAITR HLDGS INC COM 930752100 4,940 3,844,175 SH   SOLE 0 0 0 3,844,175
VISTRA ENERGY CORP COM 92840M102 798 29,842 SH   SOLE 0 0 0 29,842
VISA INC COM CL A 92826C839 2,019 11,735 SH   SOLE 0 0 0 11,735
VERIZON COMMUNICATIO COM 92343V104 3,476 57,590 SH   SOLE 0 0 0 57,590
VENTAS INC COM 92276F100 248 3,400 SH   SOLE 0 0 0 3,400
UPLAND SOFTWARE INC COM 91544A109 4,503 129,177 SH   SOLE 0 0 0 129,177
UNITED STATES STL CO COM 912909108 2,170 187,881 SH   SOLE 0 0 0 187,881
UNITED RENTALS INC COM 911363109 1,759 14,115 SH   SOLE 0 0 0 14,115
UNITED PARCEL SERVIC CL B 911312106 457 3,810 SH   SOLE 0 0 0 3,810
UNITED CONTL HLDGS I COM 910047109 1,171 13,250 SH   SOLE 0 0 0 13,250
UNION PACIFIC CORP COM 907818108 1,889 11,664 SH   SOLE 0 0 0 11,664
U S CONCRETE INC COM NEW 90333L201 21,064 381,045 SH   SOLE 0 0 0 381,045
TYSON FOODS INC CL A 902494103 3,901 45,291 SH   SOLE 0 0 0 45,291
TYLER TECHNOLOGIES I COM 902252105 446 1,700 SH   SOLE 0 0 0 1,700
TWITTER INC COM 90184L102 9,564 232,130 SH   SOLE 0 0 0 232,130
TWILIO INC CL A 90138F102 4,064 36,963 SH   SOLE 0 0 0 36,963
TUESDAY MORNING CORP COM NEW 899035505 166 105,800 SH   SOLE 0 0 0 105,800
TRIUMPH BANCORP INC COM 89679E300 12,889 404,166 SH   SOLE 0 0 0 404,166
TILLYS INC CL A 886885102 151 16,000 SH   SOLE 0 0 0 16,000
TEXAS ROADHOUSE INC COM 882681109 8,993 171,234 SH   SOLE 0 0 0 171,234
TEXAS PAC LD TR SUB CTF PROP I T 882610108 45,222 69,619 SH   SOLE 0 0 0 69,619
TEXAS INSTRS INC COM 882508104 2,503 19,366 SH   SOLE 0 0 0 19,366
TEAM INC COM 878155100 602 33,350 SH   SOLE 0 0 0 33,350
TARGA RES CORP COM 87612G101 2,264 56,348 SH   SOLE 0 0 0 56,348
TAPESTRY INC COM 876030107 1,649 63,300 SH   SOLE 0 0 0 63,300
TANDEM DIABETES CARE COM NEW 875372203 6,645 112,670 SH   SOLE 0 0 0 112,670
SUNRUN INC COM 86771W105 3,512 210,230 SH   SOLE 0 0 0 210,230
STONERIDGE INC COM 86183P102 217 7,000 SH   SOLE 0 0 0 7,000
STARBUCKS CORP COM 855244109 354 3,998 SH   SOLE 0 0 0 3,998
SQUARE INC CL A 852234103 4,554 73,515 SH   SOLE 0 0 0 73,515
SPIRIT AIRLS INC COM 848577102 8,553 235,610 SH   SOLE 0 0 0 235,610
SOUTHWEST AIRLS CO COM 844741108 3,543 65,600 SH   SOLE 0 0 0 65,600
SOUTHERN CO COM 842587107 286 4,624 SH   SOLE 0 0 0 4,624
SMUCKER J M CO COM NEW 832696405 539 4,902 SH   SOLE 0 0 0 4,902
SMARTSHEET INC COM CL A 83200N103 353 9,805 SH   SOLE 0 0 0 9,805
SKYWORKS SOLUTIONS I COM 83088M102 3,170 40,000 SH   SOLE 0 0 0 40,000
SHOE CARNIVAL INC COM 824889109 7,199 222,131 SH   SOLE 0 0 0 222,131
SHERWIN WILLIAMS CO COM 824348106 657 1,195 SH   SOLE 0 0 0 1,195
SCHLUMBERGER LTD COM 806857108 1,103 32,279 SH   SOLE 0 0 0 32,279
SANDERSON FARMS INC COM 800013104 4,793 31,671 SH   SOLE 0 0 0 31,671
SAILPOINT TECHNLGIES COM 78781P105 3,486 186,500 SH   SOLE 0 0 0 186,500
SAIA INC COM 78709Y105 1,874 20,000 SH   SOLE 0 0 0 20,000
SPDR GOLD TRUST GOLD SHS 78463V107 474 3,415 SH   SOLE 0 0 0 3,415
RYMAN HOSPITALITY PP COM 78377T107 2,122 25,939 SH   SOLE 0 0 0 25,939
REVOLVE GROUP INC CL A 76156B107 15,991 684,245 SH   SOLE 0 0 0 684,245
REGIS CORP MINN COM 758932107 561 27,750 SH   SOLE 0 0 0 27,750
REAVES UTIL INCOME F COM SH BEN INT 756158101 780 21,249 SH   SOLE 0 0 0 21,249
RH COM 74967X103 9,724 56,922 SH   SOLE 0 0 0 56,922
PROCTER AND GAMBLE C COM 742718109 1,501 12,067 SH   SOLE 0 0 0 12,067
PRIMORIS SVCS CORP COM 74164F103 3,101 158,155 SH   SOLE 0 0 0 158,155
PIONEER NAT RES CO COM 723787107 233 1,850 SH   SOLE 0 0 0 1,850
PHILIP MORRIS INTL I COM 718172109 260 3,425 SH   SOLE 0 0 0 3,425
PETIQ INC COM CL A 71639T106 263 9,635 SH   SOLE 0 0 0 9,635
PEPSICO INC COM 713448108 1,884 13,738 SH   SOLE 0 0 0 13,738
PENNEY J C CORP INC COM 708160106 45 51,000 SH   SOLE 0 0 0 51,000
PAYPAL HLDGS INC COM 70450Y103 733 7,075 SH   SOLE 0 0 0 7,075
PARTY CITY HOLDCO IN COM 702149105 104 18,300 SH   SOLE 0 0 0 18,300
PARSLEY ENERGY INC CL A 701877102 519 30,900 SH   SOLE 0 0 0 30,900
PACWEST BANCORP DEL COM 695263103 258 7,100 SH   SOLE 0 0 0 7,100
OWENS CORNING NEW COM 690742101 5,459 86,369 SH   SOLE 0 0 0 86,369
ONEOK INC NEW COM 682680103 3,662 49,697 SH   SOLE 0 0 0 49,697
ON SEMICONDUCTOR COR COM 682189105 384 20,000 SH   SOLE 0 0 0 20,000
OLLIES BARGAIN OUTLT COM 681116109 6,098 103,985 SH   SOLE 0 0 0 103,985
NUVECTRA CORP COM 67075N108 55 40,502 SH   SOLE 0 0 0 40,502
NVIDIA CORP COM 67066G104 788 4,525 SH   SOLE 0 0 0 4,525
NORTHWEST PIPE CO COM 667746101 394 14,000 SH   SOLE 0 0 0 14,000
NOBLE MIDSTREAM PART COM UNIT REPST 65506L105 332 13,750 SH   SOLE 0 0 0 13,750
NAPCO SEC TECHNOLOGI COM 630402105 4,694 183,945 SH   SOLE 0 0 0 183,945
NCR CORP NEW COM 62886E108 18,838 596,895 SH   SOLE 0 0 0 596,895
MOELIS & CO CL A 60786M105 3,843 117,000 SH   SOLE 0 0 0 117,000
MICRON TECHNOLOGY IN COM 595112103 8,632 201,438 SH   SOLE 0 0 0 201,438
MICROSOFT CORP COM 594918104 7,075 50,886 SH   SOLE 0 0 0 50,886
MERIT MED SYS INC COM 589889104 7,579 248,820 SH   SOLE 0 0 0 248,820
MERCURY SYS INC COM 589378108 812 10,000 SH   SOLE 0 0 0 10,000
MERCK & CO INC COM 58933Y105 6,316 75,124 SH   SOLE 0 0 0 75,124
MEDICAL PPTYS TRUST COM 58463J304 330 16,850 SH   SOLE 0 0 0 16,850
MCDONALDS CORP COM 580135101 540 2,513 SH   SOLE 0 0 0 2,513
MATADOR RES CO COM 576485205 12,415 751,057 SH   SOLE 0 0 0 751,057
MASTERCARD INC CL A 57636Q104 535 1,970 SH   SOLE 0 0 0 1,970
MARATHON PETE CORP COM 56585A102 1,082 17,808 SH   SOLE 0 0 0 17,808
MVC CAPITAL INC COM 553829102 89 10,000 SH   SOLE 0 0 0 10,000
LYON WILLIAM HOMES CL A NEW 552074700 4,548 223,400 SH   SOLE 0 0 0 223,400
LUBYS INC COM 549282101 3,136 1,647,870 SH   SOLE 0 0 0 1,647,870
LOWES COS INC COM 548661107 2,213 20,127 SH   SOLE 0 0 0 20,127
LOCKHEED MARTIN CORP COM 539830109 705 1,808 SH   SOLE 0 0 0 1,808
LIVE NATION ENTERTAI COM 538034109 398 6,000 SH   SOLE 0 0 0 6,000
LILLY ELI & CO COM 532457108 388 3,466 SH   SOLE 0 0 0 3,466
LENNAR CORP CL A 526057104 265 4,750 SH   SOLE 0 0 0 4,750
LEGACY TEX FINL GROU COM 52471Y106 359 8,250 SH   SOLE 0 0 0 8,250
LAWSON PRODS INC COM 520776105 273 7,050 SH   SOLE 0 0 0 7,050
LGI HOMES INC COM 50187T106 604 7,246 SH   SOLE 0 0 0 7,246
KNOWLES CORP COM 49926D109 3,772 185,440 SH   SOLE 0 0 0 185,440
KIRBY CORP COM 497266106 414 5,033 SH   SOLE 0 0 0 5,033
KANSAS CITY SOUTHERN COM NEW 485170302 1,099 8,265 SH   SOLE 0 0 0 8,265
KKR & CO INC CL A 48251W104 495 18,447 SH   SOLE 0 0 0 18,447
JOHNSON & JOHNSON COM 478160104 6,229 48,143 SH   SOLE 0 0 0 48,143
JPMORGAN CHASE & CO COM 46625H100 4,082 34,685 SH   SOLE 0 0 0 34,685
ISHARES INC MSCI MEXICO ETF 464286822 222 5,200 SH   SOLE 0 0 0 5,200
INTL PAPER CO COM 460146103 5,915 141,436 SH   SOLE 0 0 0 141,436
INTEL CORP COM 458140100 3,659 71,011 SH   SOLE 0 0 0 71,011
INDEPENDENT BK GROUP COM 45384B106 6,337 120,452 SH   SOLE 0 0 0 120,452
IBERIABANK CORP COM 450828108 227 3,000 SH   SOLE 0 0 0 3,000
HORACE MANN EDUCATOR COM 440327104 232 5,000 SH   SOLE 0 0 0 5,000
HONEYWELL INTL INC COM 438516106 514 3,036 SH   SOLE 0 0 0 3,036
HOME DEPOT INC COM 437076102 5,958 25,678 SH   SOLE 0 0 0 25,678
HILLTOP HOLDINGS INC COM 432748101 15,078 631,131 SH   SOLE 0 0 0 631,131
HELMERICH & PAYNE IN COM 423452101 1,204 30,043 SH   SOLE 0 0 0 30,043
HEALTHEQUITY INC COM 42226A107 8,509 148,895 SH   SOLE 0 0 0 148,895
HANOVER INS GROUP IN COM 410867105 10,628 78,415 SH   SOLE 0 0 0 78,415
HALLIBURTON CO COM 406216101 247 13,114 SH   SOLE 0 0 0 13,114
GOOSEHEAD INS INC COM CL A 38267D109 12,980 263,010 SH   SOLE 0 0 0 263,010
GOGO INC COM 38046C109 6,670 1,106,100 SH   SOLE 0 0 0 1,106,100
GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 273 6,400 SH   SOLE 0 0 0 6,400
GLADSTONE LD CORP COM 376549101 129 10,830 SH   SOLE 0 0 0 10,830
GENERAL MTRS CO COM 37045V100 390 10,409 SH   SOLE 0 0 0 10,409
GEO GROUP INC NEW COM 36162J106 3,265 188,282 SH   SOLE 0 0 0 188,282
FORD MTR CO DEL COM 345370860 95 10,400 SH   SOLE 0 0 0 10,400
FIVE9 INC COM 338307101 5,625 104,665 SH   SOLE 0 0 0 104,665
FIVE BELOW INC COM 33829M101 504 4,000 SH   SOLE 0 0 0 4,000
FEDEX CORP COM 31428X106 3,032 20,828 SH   SOLE 0 0 0 20,828
FEDERAL SIGNAL CORP COM 313855108 4,158 127,015 SH   SOLE 0 0 0 127,015
FACEBOOK INC CL A 30303M102 2,464 13,837 SH   SOLE 0 0 0 13,837
EXXON MOBIL CORP COM 30231G102 3,309 46,865 SH   SOLE 0 0 0 46,865
EZCORP INC CL A NON VTG 302301106 238 36,875 SH   SOLE 0 0 0 36,875
EXACT SCIENCES CORP COM 30063P105 15,178 167,950 SH   SOLE 0 0 0 167,950
ENTERPRISE PRODS PAR COM 293792107 329 11,500 SH   SOLE 0 0 0 11,500
ENLINK MIDSTREAM LLC COM UNIT REP LTD 29336T100 7,373 867,440 SH   SOLE 0 0 0 867,440
ENERGY TRANSFER LP COM UT LTD PTN 29273V100 1,232 94,155 SH   SOLE 0 0 0 94,155
ENCORE WIRE CORP COM 292562105 10,224 181,655 SH   SOLE 0 0 0 181,655
ELDORADO RESORTS INC COM 28470R102 6,226 156,165 SH   SOLE 0 0 0 156,165
EAGLE MATERIALS INC COM 26969P108 25,877 287,488 SH   SOLE 0 0 0 287,488
DULUTH HLDGS INC COM CL B 26443V101 1,863 219,700 SH   SOLE 0 0 0 219,700
DUKE ENERGY CORP NEW COM NEW 26441C204 596 6,221 SH   SOLE 0 0 0 6,221
DOW INC COM 260557103 1,008 21,144 SH   SOLE 0 0 0 21,144
DIXIE GROUP INC CL A 255519100 2,497 1,809,734 SH   SOLE 0 0 0 1,809,734
DISNEY WALT CO COM DISNEY 254687106 2,582 19,810 SH   SOLE 0 0 0 19,810
DIODES INC COM 254543101 6,394 159,245 SH   SOLE 0 0 0 159,245
DIAMONDBACK ENERGY I COM 25278X109 6,074 67,557 SH   SOLE 0 0 0 67,557
DEXCOM INC COM 252131107 557 3,730 SH   SOLE 0 0 0 3,730
DELTA APPAREL INC COM 247368103 356 15,000 SH   SOLE 0 0 0 15,000
DELTA AIR LINES INC COM NEW 247361702 4,531 78,662 SH   SOLE 0 0 0 78,662
D R HORTON INC COM 23331A109 1,432 27,162 SH   SOLE 0 0 0 27,162
CYRUSONE INC COM 23283R100 314 3,964 SH   SOLE 0 0 0 3,964
CUMMINS INC COM 231021106 796 4,896 SH   SOLE 0 0 0 4,896
CRYOLIFE INC COM 228903100 4,323 159,220 SH   SOLE 0 0 0 159,220
CREE INC COM 225447101 7,741 157,980 SH   SOLE 0 0 0 157,980
CRAWFORD & CO CL A 224633206 212 19,450 SH   SOLE 0 0 0 19,450
COSTCO WHSL CORP NEW COM 22160K105 1,286 4,462 SH   SOLE 0 0 0 4,462
CONTINENTAL RESOURCE COM 212015101 514 16,700 SH   SOLE 0 0 0 16,700
CONNS INC COM 208242107 12,681 510,115 SH   SOLE 0 0 0 510,115
CONCHO RES INC COM 20605P101 327 4,821 SH   SOLE 0 0 0 4,821
COMSTOCK RES INC COM 205768302 390 50,001 SH   SOLE 0 0 0 50,001
COMMERCIAL METALS CO COM 201723103 38,414 2,210,263 SH   SOLE 0 0 0 2,210,263
COMERICA INC COM 200340107 363 5,500 SH   SOLE 0 0 0 5,500
COCA COLA CO COM 191216100 2,247 41,273 SH   SOLE 0 0 0 41,273
CLEVELAND CLIFFS INC COM 185899101 22,796 3,157,345 SH   SOLE 0 0 0 3,157,345
CITIGROUP INC COM NEW 172967424 1,049 15,178 SH   SOLE 0 0 0 15,178
CISCO SYS INC COM 17275R102 1,943 39,324 SH   SOLE 0 0 0 39,324
CINEMARK HOLDINGS IN COM 17243V102 4,845 125,400 SH   SOLE 0 0 0 125,400
CHEVRON CORP NEW COM 166764100 1,827 15,404 SH   SOLE 0 0 0 15,404
CENTURY CMNTYS INC COM 156504300 19,901 649,727 SH   SOLE 0 0 0 649,727
CATERPILLAR INC DEL COM 149123101 2,233 17,680 SH   SOLE 0 0 0 17,680
CALERES INC COM 129500104 5,479 234,046 SH   SOLE 0 0 0 234,046
CVS HEALTH CORP COM 126650100 1,798 28,508 SH   SOLE 0 0 0 28,508
CECO ENVIRONMENTAL C COM 125141101 314 45,000 SH   SOLE 0 0 0 45,000
BRUNSWICK CORP COM 117043109 15,449 296,415 SH   SOLE 0 0 0 296,415
BROOKS AUTOMATION IN COM 114340102 15,646 422,520 SH   SOLE 0 0 0 422,520
BRINKER INTL INC COM 109641100 4,575 107,225 SH   SOLE 0 0 0 107,225
BOSTON SCIENTIFIC CO COM 101137107 2,378 58,434 SH   SOLE 0 0 0 58,434
BOEING CO COM 097023105 11,357 29,850 SH   SOLE 0 0 0 29,850
BLUE BIRD CORP COM 095306106 204 10,700 SH   SOLE 0 0 0 10,700
BLACKBAUD INC COM 09227Q100 4,201 46,500 SH   SOLE 0 0 0 46,500
BERKSHIRE HATHAWAY I CL B NEW 084670702 497 2,391 SH   SOLE 0 0 0 2,391
BANK AMER CORP COM 060505104 5,993 205,465 SH   SOLE 0 0 0 205,465
BP PLC SPONSORED ADR 055622104 206 5,411 SH   SOLE 0 0 0 5,411
ATMOS ENERGY CORP COM 049560105 391 3,432 SH   SOLE 0 0 0 3,432
AT HOME GROUP INC COM 04650Y100 18,603 1,933,760 SH   SOLE 0 0 0 1,933,760
ARCOSA INC COM 039653100 4,564 133,415 SH   SOLE 0 0 0 133,415
ARCHER DANIELS MIDLA COM 039483102 423 10,311 SH   SOLE 0 0 0 10,311
AQUA METALS INC COM 03837J101 43 25,000 SH   SOLE 0 0 0 25,000
APPROACH RESOURCES I COM 03834A103 1 10,000 SH   SOLE 0 0 0 10,000
APPLIED MATLS INC COM 038222105 1,828 36,627 SH   SOLE 0 0 0 36,627
APPLE INC COM 037833100 5,742 25,636 SH   SOLE 0 0 0 25,636
AMERICAN EXPRESS CO COM 025816109 1,527 12,913 SH   SOLE 0 0 0 12,913
AMERICAN EAGLE OUTFI COM 02553E106 11,607 715,619 SH   SOLE 0 0 0 715,619
AMERICAN AIRLS GROUP COM 02376R102 13,537 501,929 SH   SOLE 0 0 0 501,929
AMAZON COM INC COM 023135106 2,014 1,160 SH   SOLE 0 0 0 1,160
ALPHABET INC CAP STK CL A 02079K305 506 414 SH   SOLE 0 0 0 414
ALPHABET INC CAP STK CL C 02079K107 492 404 SH   SOLE 0 0 0 404
ALASKA AIR GROUP INC COM 011659109 392 6,035 SH   SOLE 0 0 0 6,035
ABRAXAS PETE CORP COM 003830106 57 112,700 SH   SOLE 0 0 0 112,700
ABBVIE INC COM 00287Y109 3,233 42,697 SH   SOLE 0 0 0 42,697
ABBOTT LABS COM 002824100 1,535 18,341 SH   SOLE 0 0 0 18,341
AT&T INC COM 00206R102 4,991 131,891 SH   SOLE 0 0 0 131,891
AGCO CORP COM 001084102 389 5,139 SH   SOLE 0 0 0 5,139