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
AGCO CORP COM 001084102 721 9,337 SH   SOLE   0 0 5,837
ABBOTT LABS COM 002824100 1,714 19,731 SH   SOLE   0 0 19,731
ABERCROMBIE & FITCH CL A 002896207 190 11,000 SH   SOLE   0 0 0
ABRAXAS PETE CORP COM 003830106 40 112,700 SH   SOLE   0 0 112,700
ALASKA AIR GROUP INC COM 011659109 477 7,042 SH   SOLE   0 0 42
AMAZON COM INC COM 023135106 2,180 1,180 SH   SOLE   0 0 580
AMERICAN EXPRESS CO COM 025816109 1,678 13,478 SH   SOLE   0 0 13,478
APPLE INC COM 037833100 7,373 25,109 SH   SOLE   0 0 17,909
APPLIED MATLS INC COM 038222105 1,884 30,856 SH   SOLE   0 0 30,856
ARCHER DANIELS MIDLA COM 039483102 469 10,123 SH   SOLE   0 0 10,123
ARCOSA INC COM 039653100 4,630 103,930 SH   SOLE   0 0 3,930
ATMOS ENERGY CORP COM 049560105 350 3,132 SH   SOLE   0 0 3,132
BANK AMER CORP COM 060505104 7,352 208,747 SH   SOLE   0 0 184,747
BERKSHIRE HATHAWAY I CL B NEW 084670702 542 2,391 SH   SOLE   0 0 2,391
BLUE BIRD CORP COM 095306106 257 11,230 SH   SOLE   0 0 2,230
BOEING CO COM 097023105 9,939 30,511 SH   SOLE   0 0 27,011
BOSTON SCIENTIFIC CO COM 101137107 2,118 46,838 SH   SOLE   0 0 46,838
BRINKER INTL INC COM 109641100 3,365 80,120 SH   SOLE   0 0 2,120
BRISTOL MYERS SQUIBB COM 110122108 780 12,150 SH   SOLE   0 0 4,150
BROOKS AUTOMATION IN COM 114340102 7,062 168,295 SH   SOLE   0 0 28,295
BRUNSWICK CORP COM 117043109 11,331 188,912 SH   SOLE   0 0 37,912
CECO ENVIRONMENTAL C COM 125141101 268 35,000 SH   SOLE   0 0 0
CVS HEALTH CORP COM 126650100 2,542 34,219 SH   SOLE   0 0 19,219
CALERES INC COM 129500104 3,845 161,891 SH   SOLE   0 0 4,891
CAPITAL SR LIVING CO COM 140475104 38 12,150 SH   SOLE   0 0 12,150
CATERPILLAR INC DEL COM 149123101 1,127 7,632 SH   SOLE   0 0 7,632
CENTURY CMNTYS INC COM 156504300 15,192 555,452 SH   SOLE   0 0 153,452
CHEVRON CORP NEW COM 166764100 1,813 15,044 SH   SOLE   0 0 9,044
CITIGROUP INC COM NEW 172967424 1,198 14,996 SH   SOLE   0 0 14,996
CLEVELAND CLIFFS INC COM 185899101 22,608 2,691,550 SH   SOLE   0 0 706,550
COCA COLA CO COM 191216100 2,286 41,300 SH   SOLE   0 0 31,300
COMERICA INC COM 200340107 395 5,500 SH   SOLE   0 0 0
COMMERCIAL METALS CO COM 201723103 38,267 1,718,329 SH   SOLE   0 0 612,329
COMSTOCK RES INC COM 205768302 412 50,000 SH   SOLE   0 0 50,000
CONNS INC COM 208242107 4,699 379,215 SH   SOLE   0 0 19,215
CONTINENTAL RESOURCE COM 212015101 470 13,700 SH   SOLE   0 0 1,700
CRAWFORD & CO CL A 224633206 235 20,465 SH   SOLE   0 0 2,465
CREE INC COM 225447101 843 18,272 SH   SOLE   0 0 18,272
DELTA AIR LINES INC COM NEW 247361702 4,689 80,185 SH   SOLE   0 0 62,185
DELTA APPAREL INC COM 247368103 373 12,000 SH   SOLE   0 0 0
DEXCOM INC COM 252131107 626 2,860 SH   SOLE   0 0 1,860
DIODES INC COM 254543101 3,472 61,595 SH   SOLE   0 0 4,095
DISNEY WALT CO COM DISNEY 254687106 3,296 22,790 SH   SOLE   0 0 14,790
DIXIE GROUP INC CL A 255519100 1,935 1,697,415 SH   SOLE   0 0 377,650
DOW INC COM 260557103 1,303 23,796 SH   SOLE   0 0 23,796
ENCORE WIRE CORP COM 292562105 6,317 110,050 SH   SOLE   0 0 13,150
ENTERPRISE PRODS PAR COM 293792107 268 9,500 SH   SOLE   0 0 9,500
FARMER BROS CO COM 307675108 203 13,500 SH   SOLE   0 0 1,500
FEDERAL SIGNAL CORP COM 313855108 5,002 155,075 SH   SOLE   0 0 5,075
FIVE9 INC COM 338307101 7,967 121,490 SH   SOLE   0 0 11,490
GENERAC HLDGS INC COM 368736104 876 8,713 SH   SOLE   0 0 5,213
HANOVER INS GROUP IN COM 410867105 6,607 48,340 SH   SOLE   0 0 3,340
HELMERICH & PAYNE IN COM 423452101 1,353 29,796 SH   SOLE   0 0 29,796
HILLTOP HOLDINGS INC COM 432748101 14,256 571,828 SH   SOLE   0 0 56,828
HOME DEPOT INC COM 437076102 5,470 25,048 SH   SOLE   0 0 20,048
HONEYWELL INTL INC COM 438516106 538 3,038 SH   SOLE   0 0 3,038
HORACE MANN EDUCATOR COM 440327104 262 6,000 SH   SOLE   0 0 0
IBERIABANK CORP COM 450828108 224 3,000 SH   SOLE   0 0 3,000
INTEL CORP COM 458140100 3,042 50,819 SH   SOLE   0 0 50,819
INTL PAPER CO COM 460146103 6,243 135,565 SH   SOLE   0 0 135,565
ISHARES INC MSCI MEXICO ETF 464286822 243 5,400 SH   SOLE   0 0 5,400
JOHNSON & JOHNSON COM 478160104 6,735 46,173 SH   SOLE   0 0 39,423
KANSAS CITY SOUTHERN COM NEW 485170302 852 5,565 SH   SOLE   0 0 3,365
KIRBY CORP COM 497266106 5,182 57,882 SH   SOLE   0 0 1,882
LAWSON PRODS INC COM 520776105 217 4,165 SH   SOLE   0 0 4,165
LENNAR CORP CL A 526057104 237 4,250 SH   SOLE   0 0 4,250
LILLY ELI & CO COM 532457108 488 3,716 SH   SOLE   0 0 3,716
LIVE NATION ENTERTAI COM 538034109 324 4,540 SH   SOLE   0 0 40
LOCKHEED MARTIN CORP COM 539830109 645 1,657 SH   SOLE   0 0 1,657
LOWES COS INC COM 548661107 2,471 20,637 SH   SOLE   0 0 11,637
LUBYS INC COM 549282101 3,684 1,674,770 SH   SOLE   0 0 26,900
LYON WILLIAM HOMES CL A NEW 552074700 4,399 220,150 SH   SOLE   0 0 40,150
MVC CAPITAL INC COM 553829102 92 10,000 SH   SOLE   0 0 10,000
MATADOR RES CO COM 576485205 11,998 667,631 SH   SOLE   0 0 305,631
MCDONALDS CORP COM 580135101 845 4,274 SH   SOLE   0 0 4,274
MICROSOFT CORP COM 594918104 8,814 55,892 SH   SOLE   0 0 45,892
MICRON TECHNOLOGY IN COM 595112103 9,292 172,778 SH   SOLE   0 0 82,778
NAPCO SEC TECHNOLOGI COM 630402105 3,938 133,980 SH   SOLE   0 0 3,980
NIKE INC CL B 654106103 200 1,975 SH   SOLE   0 0 1,975
NORTHWEST PIPE CO COM 667746101 266 8,000 SH   SOLE   0 0 0
OLLIES BARGAIN OUTLT COM 681116109 4,699 71,945 SH   SOLE   0 0 3,945
ON SEMICONDUCTOR COR COM 682189105 490 20,117 SH   SOLE   0 0 117
ONEOK INC NEW COM 682680103 3,745 49,494 SH   SOLE   0 0 43,494
OWENS CORNING NEW COM 690742101 5,729 87,964 SH   SOLE   0 0 25,964
PACWEST BANCORP DEL COM 695263103 214 5,600 SH   SOLE   0 0 5,600
PARSLEY ENERGY INC CL A 701877102 4,109 217,280 SH   SOLE   0 0 33,280
PEPSICO INC COM 713448108 1,878 13,738 SH   SOLE   0 0 8,738
PHILIP MORRIS INTL I COM 718172109 206 2,425 SH   SOLE   0 0 2,425
PIONEER NAT RES CO COM 723787107 280 1,850 SH   SOLE   0 0 1,850
PROCTER & GAMBLE CO COM 742718109 1,445 11,566 SH   SOLE   0 0 11,566
PROSPERITY BANCSHARE COM 743606105 422 5,873 SH   SOLE   0 0 5,873
REAVES UTIL INCOME F COM SH BEN INT 756158101 419 11,296 SH   SOLE   0 0 11,296
REGIS CORP MINN COM 758932107 519 29,065 SH   SOLE   0 0 17,065
SCHLUMBERGER LTD COM 806857108 2,016 50,142 SH   SOLE   0 0 50,142
SHERWIN WILLIAMS CO COM 824348106 805 1,380 SH   SOLE   0 0 1,230
SHERWIN WILLIAMS CO COM 824348106 1,286 150 SH   SOLE   0 0 0
SHOE CARNIVAL INC COM 824889109 4,867 130,546 SH   SOLE   0 0 12,546
SMUCKER J M CO COM NEW 832696405 297 2,852 SH   SOLE   0 0 2,852
SOUTHERN CO COM 842587107 285 4,467 SH   SOLE   0 0 4,467
SOUTHWEST AIRLS CO COM 844741108 3,585 66,408 SH   SOLE   0 0 51,408
SPIRIT AEROSYSTEMS H COM CL A 848574109 255 3,500 SH   SOLE   0 0 3,500
SPIRIT AIRLS INC COM 848577102 6,307 156,460 SH   SOLE   0 0 13,960
SQUARE INC CL A 852234103 4,586 73,300 SH   SOLE   0 0 23,300
STARBUCKS CORP COM 855244109 338 3,848 SH   SOLE   0 0 3,848
TAKE-TWO INTERACTIVE COM 874054109 1,155 750 SH   SOLE   0 0 0
TANDEM DIABETES CARE COM NEW 875372203 4,329 72,625 SH   SOLE   0 0 4,625
TAPESTRY INC COM 876030107 978 36,250 SH   SOLE   0 0 23,250
TEAM INC COM 878155100 244 15,270 SH   SOLE   0 0 4,270
TEXAS INSTRS INC COM 882508104 2,376 18,518 SH   SOLE   0 0 11,518
TEXAS PAC LD TR SUB CTF PROP I T 882610108 51,255 65,609 SH   SOLE   0 0 25,409
TEXAS ROADHOUSE INC COM 882681109 3,835 68,083 SH   SOLE   0 0 5,083
TILLYS INC CL A 886885102 196 16,000 SH   SOLE   0 0 0
TUESDAY MORNING CORP COM NEW 899035505 185 100,000 SH   SOLE   0 0 100,000
TYLER TECHNOLOGIES I COM 902252105 423 1,410 SH   SOLE   0 0 210
TYSON FOODS INC CL A 902494103 708 7,782 SH   SOLE   0 0 7,782
UNION PACIFIC CORP COM 907818108 2,121 11,731 SH   SOLE   0 0 7,731
UNITED AIRLINES HLDG COM 910047109 1,167 13,250 SH   SOLE   0 0 13,250
UNITED PARCEL SERVIC CL B 911312106 499 4,260 SH   SOLE   0 0 4,260
UNITED RENTALS INC COM 911363109 2,614 15,675 SH   SOLE   0 0 15,675
UNITED STATES STL CO COM 912909108 1,735 152,082 SH   SOLE   0 0 152,082
WAITR HLDGS INC COM 930752100 723 2,246,970 SH   SOLE   0 0 466,970
WALMART INC COM 931142103 5,318 44,754 SH   SOLE   0 0 36,754
WELLS FARGO CO NEW COM 949746101 1,182 21,969 SH   SOLE   0 0 21,969
WHIRLPOOL CORP COM 963320106 1,318 8,937 SH   SOLE   0 0 7,437
APOLLO GLOBAL MGMT I COM CL A 03768E105 291 6,100 SH   SOLE   0 0 6,100
AMERICAN EAGLE OUTFI COM 02553E106 7,889 536,695 SH   SOLE   0 0 86,695
NCR CORP NEW COM 62886E108 18,683 531,370 SH   SOLE   0 0 56,370
FORTINET ORD COM 34959E109 53 500 SH   SOLE   0 0 500
TRIUMPH BANCORP INC COM 89679E300 12,418 326,620 SH   SOLE   0 0 129,620
ADT INC COM 00090Q103 141 17,800 SH   SOLE   0 0 17,800
AT&T INC COM 00206R102 5,350 136,896 SH   SOLE   0 0 111,896
ABBVIE INC COM 00287Y109 5,238 58,494 SH   SOLE   0 0 46,494
ALPHABET INC CAP STK CL C 02079K107 539 403 SH   SOLE   0 0 403
ALPHABET INC CAP STK CL A 02079K305 555 414 SH   SOLE   0 0 414
AMERICAN AIRLS GROUP COM 02376R102 13,132 457,863 SH   SOLE   0 0 185,363
AMERICAS CAR MART IN COM 03062T105 3,047 27,788 SH   SOLE   0 0 1,788
AQUA METALS INC COM 03837J101 19 25,000 SH   SOLE   0 0 25,000
AT HOME GROUP INC COM 04650Y100 5,521 1,003,905 SH   SOLE   0 0 203,905
BLACKBAUD INC COM 09227Q100 3,298 41,440 SH   SOLE   0 0 1,440
BLACKSTONE GROUP INC COM CL A 09260D107 722 12,907 SH   SOLE   0 0 12,907
CALLON PETE CO DEL COM 13123X102 2,222 460,000 SH   SOLE   0 0 10,000
CAPSTEAD MTG CORP COM NO PAR 14067E506 356 45,000 SH   SOLE   0 0 0
CENTENNIAL RESOURCE CL A 15136A102 3,803 823,160 SH   SOLE   0 0 23,160
CINEMARK HOLDINGS IN COM 17243V102 239 7,075 SH   SOLE   0 0 7,075
CISCO SYS INC COM 17275R102 1,479 30,846 SH   SOLE   0 0 30,846
CLEAR CHANNEL OUTDOO COM 18453H106 98 34,300 SH   SOLE   0 0 4,300
CONCHO RES INC COM 20605P101 388 4,433 SH   SOLE   0 0 3,783
CONCHO RES INC COM 20605P101 1,456 650 SH   SOLE   0 0 0
COSTCO WHSL CORP NEW COM 22160K105 1,325 4,511 SH   SOLE   0 0 4,511
D R HORTON INC COM 23331A109 1,306 24,754 SH   SOLE   0 0 24,754
DIAMONDBACK ENERGY I COM 25278X109 2,101 22,627 SH   SOLE   0 0 2,627
DUKE ENERGY CORP NEW COM NEW 26441C204 560 6,134 SH   SOLE   0 0 6,134
DULUTH HLDGS INC COM CL B 26443V101 6,138 582,930 SH   SOLE   0 0 132,930
EAGLE MATERIALS INC COM 26969P108 21,946 242,068 SH   SOLE   0 0 61,568
ELANCO ANIMAL HEALTH COM 28414H103 280 9,500 SH   SOLE   0 0 0
ENERGY TRANSFER LP COM UT LTD PTN 29273V100 1,120 87,323 SH   SOLE   0 0 87,323
ENLINK MIDSTREAM LLC COM UNIT REP LTD 29336T100 7,718 1,258,874 SH   SOLE   0 0 698,874
EXACT SCIENCES CORP COM 30063P105 16,636 179,885 SH   SOLE   0 0 19,885
EXXON MOBIL CORP COM 30231G102 2,984 42,758 SH   SOLE   0 0 42,758
FACEBOOK INC CL A 30303M102 2,858 13,920 SH   SOLE   0 0 13,920
FEDEX CORP COM 31428X106 2,926 19,346 SH   SOLE   0 0 19,346
GEO GROUP INC NEW COM 36162J106 3,240 195,084 SH   SOLE   0 0 195,084
G1 THERAPEUTICS INC COM 3621LQ109 202 7,654 SH   SOLE   0 0 7,654
GENERAL MTRS CO COM 37045V100 320 8,737 SH   SOLE   0 0 8,737
GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 301 6,400 SH   SOLE   0 0 6,400
GOGO INC COM 38046C109 6,135 958,600 SH   SOLE   0 0 8,600
GOLDMAN SACHS GROUP COM 38141G104 936 275 SH   SOLE   0 0 0
GOOSEHEAD INS INC COM CL A 38267D109 10,378 244,762 SH   SOLE   0 0 23,762
HALLMARK FINL SVCS I COM NEW 40624Q203 268 15,260 SH   SOLE   0 0 15,260
HEALTHEQUITY INC COM 42226A107 5,839 78,829 SH   SOLE   0 0 3,829
INDEPENDENT BK GROUP COM 45384B106 519 9,352 SH   SOLE   0 0 4,352
INSULET CORP COM 45784P101 205 1,200 SH   SOLE   0 0 1,200
IRONWOOD PHARMACEUTI COM CL A 46333X108 3,898 292,865 SH   SOLE   0 0 17,865
JPMORGAN CHASE & CO COM 46625H100 4,838 34,706 SH   SOLE   0 0 26,706
KKR & CO INC CL A 48251W104 467 16,011 SH   SOLE   0 0 16,011
KNOWLES CORP COM 49926D109 236 11,150 SH   SOLE   0 0 11,150
LGI HOMES INC COM 50187T106 512 7,240 SH   SOLE   0 0 1,240
LOVESAC COMPANY COM 54738L109 161 10,000 SH   SOLE   0 0 0
LUMENTUM HLDGS INC COM 55024U109 319 4,022 SH   SOLE   0 0 22
MARATHON PETE CORP COM 56585A102 1,079 17,910 SH   SOLE   0 0 2,910
MASTERCARD INC CL A 57636Q104 588 1,971 SH   SOLE   0 0 1,971
MEDICAL PPTYS TRUST COM 58463J304 356 16,850 SH   SOLE   0 0 16,850
MERCK & CO INC COM 58933Y105 6,886 75,708 SH   SOLE   0 0 67,708
MOELIS & CO CL A 60786M105 237 7,415 SH   SOLE   0 0 7,415
NEXSTAR MEDIA GROUP CL A 65336K103 296 2,525 SH   SOLE   0 0 2,175
NEXSTAR MEDIA GROUP CL A 65336K103 1,257 350 SH   SOLE   0 0 0
NVIDIA CORP COM 67066G104 1,226 5,212 SH   SOLE   0 0 5,212
ORION GROUP HOLDINGS COM 68628V308 147 28,300 SH   SOLE   0 0 3,300
PAYPAL HLDGS INC COM 70450Y103 233 2,151 SH   SOLE   0 0 2,151
PRIMORIS SVCS CORP COM 74164F103 4,612 207,365 SH   SOLE   0 0 7,365
PROPETRO HLDG CORP COM 74347M108 348 31,000 SH   SOLE   0 0 6,000
RLJ LODGING TR CUM CONV PFD A 74965L200 432 15,050 SH   SOLE   0 0 15,050
RH COM 74967X103 5,666 26,538 SH   SOLE   0 0 2,288
REVOLVE GROUP INC CL A 76156B107 13,496 735,080 SH   SOLE   0 0 159,580
RYMAN HOSPITALITY PP COM 78377T107 2,141 24,705 SH   SOLE   0 0 24,705
SPDR GOLD TRUST GOLD SHS 78463V107 495 3,465 SH   SOLE   0 0 3,465
SAILPOINT TECHNLGIES COM 78781P105 5,003 212,000 SH   SOLE   0 0 12,000
SKYWORKS SOLUTIONS I COM 83088M102 2,659 22,000 SH   SOLE   0 0 0
SMARTSHEET INC COM CL A 83200N103 252 5,600 SH   SOLE   0 0 5,600
STONERIDGE INC COM 86183P102 205 7,000 SH   SOLE   0 0 0
TARGA RES CORP COM 87612G101 2,290 56,086 SH   SOLE   0 0 38,086
TWILIO INC CL A 90138F102 5,126 52,159 SH   SOLE   0 0 7,159
TWITTER INC COM 90184L102 6,062 189,135 SH   SOLE   0 0 49,135
U S CONCRETE INC COM NEW 90333L201 15,838 380,160 SH   SOLE   0 0 100,160
UPLAND SOFTWARE INC COM 91544A109 4,625 129,519 SH   SOLE   0 0 2,019
VERIZON COMMUNICATIO COM 92343V104 3,379 55,033 SH   SOLE   0 0 45,033
VISA INC COM CL A 92826C839 2,195 11,684 SH   SOLE   0 0 7,684
VISTRA ENERGY CORP COM 92840M102 592 25,750 SH   SOLE   0 0 25,750
WPX ENERGY INC COM 98212B103 7,597 552,893 SH   SOLE   0 0 35,893
XCEL ENERGY INC COM 98389B100 232 3,650 SH   SOLE   0 0 3,650
YETI HLDGS INC COM 98585X104 12,316 354,125 SH   SOLE   0 0 39,125
CAPRI HOLDINGS LIMIT SHS G1890L107 3,198 83,815 SH   SOLE   0 0 33,815
NABORS INDUSTRIES LT SHS G6359F103 58 20,000 SH   SOLE   0 0 20,000
NORDIC AMERICAN TANK COM G65773106 1,993 405,000 SH   SOLE   0 0 55,000
NORWEGIAN CRUISE LIN SHS G66721104 9,410 161,104 SH   SOLE   0 0 84,104
CRISPR THERAPEUTICS NAMEN AKT H17182108 3,045 50,000 SH   SOLE   0 0 0
TOWER SEMICONDUCTOR SHS NEW M87915274 6,078 252,655 SH   SOLE   0 0 17,655
NXP SEMICONDUCTORS N COM N6596X109 3,748 29,450 SH   SOLE   0 0 29,450
SCORPIO TANKERS INC SHS Y7542C130 4,615 117,300 SH   SOLE   0 0 27,300