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
Expires:Oct 31, 2018
Estimated average burden
hours per response:23.8

COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
ABBOTT LABSCOM0028241003543,050SH SOLE0003,050
ABBVIE INCCOM00287Y1093,47230,825SH SOLE00030,825
ADT INC DELCOM00090Q10334331,771SH SOLE00031,771
ALPHABET INCCAP STK CL C02079K107739295SH SOLE000295
AMAZON COM INCCOM023135106711207SH SOLE000207
AMEREN CORPCOM0236081025556,938SH SOLE0006,938
AMERICAN ELEC PWR COCOM0255371012843,355SH SOLE0003,355
APPLE INCCOM0378331001,92714,072SH SOLE00014,072
ARCHER DANIELS MIDLACOM0394831023095,100SH SOLE0005,100
AT&T INCCOM00206R1022,965103,029SH SOLE000103,029
ATMOS ENERGY CORPCOM0495601059369,736SH SOLE0009,736
BERKSHIRE HATHAWAY ICL B NEW0846707028413,025SH SOLE0003,025
BERKSHIRE HATHAWAY ICL A0846701084191SH SOLE0001
BK OF AMERICA CORPCOM0605051042,71265,773SH SOLE00065,773
BLACKSTONE GROUP INCCOM09260D1072532,600SH SOLE0002,600
BOEING COCOM0970231053,40314,206SH SOLE00014,206
BRIGHAM MINERALS INCCL A COM10918L10328713,500SH SOLE00013,500
BRISTOL-MYERS SQUIBBCOM1101221081,14117,069SH SOLE00017,069
BUILDERS FIRSTSOURCECOM12008R10755412,975SH SOLE00012,975
CATERPILLAR INCCOM1491231011,4166,508SH SOLE0006,508
CENTURY CMNTYS INCCOM1565043004847,275SH SOLE0007,275
CHEVRON CORP NEWCOM1667641003523,357SH SOLE0003,357
CHUBB LIMITEDCOMH1467J1042301,450SH SOLE0001,450
CINEMARK HLDGS INCCOM17243V10244720,350SH SOLE00020,350
CISCO SYS INCCOM17275R1021,72732,586SH SOLE00032,586
CITIGROUP INCCOM NEW1729674242743,875SH SOLE0003,875
CLEVELAND-CLIFFS INCCOM1858991013,166146,860SH SOLE000146,860
COCA COLA COCOM19121610097217,964SH SOLE00017,964
COMMERCIAL METALS COCOM2017231035,501179,064SH SOLE000179,064
COSTCO WHSL CORP NEWCOM22160K1056261,583SH SOLE0001,583
CRACKER BARREL OLD CCOM22410J1063222,170SH SOLE0002,170
CRICUT INCCOM CL A22658D1002405,645SH SOLE0005,645
CULLEN FROST BANKERSCOM2298991094463,980SH SOLE0003,980
CVS HEALTH CORPCOM1266501002,07024,809SH SOLE00024,809
DEUTSCHE BANK A GNAMEN AKTD1819089871254,450SH SOLE00054,450
DISNEY WALT COCOM2546871061,6129,169SH SOLE0009,169
DOW INCCOM2605571031,51723,966SH SOLE00023,966
DRAFTKINGS INCCOM CL A26142R1042715,200SH SOLE0005,200
DUKE ENERGY CORP NEWCOM NEW26441C2041,50715,266SH SOLE00015,266
EAGLE MATLS INCCOM26969P1081,95813,781SH SOLE00013,781
ENERGY TRANSFER LPCOM UT LTD PTN29273V10048845,874SH SOLE00045,874
ENLINK MIDSTREAM LLCCOM UNIT REP LTD29336T1002,224348,021SH SOLE000348,021
ETHAN ALLEN INTERIORCOM29760210436713,300SH SOLE00013,300
EXXON MOBIL CORPCOM30231G1023,57156,613SH SOLE00056,613
FACEBOOK INCCL A30303M1021,4814,258SH SOLE0004,258
FEDEX CORPCOM31428X1062,2427,515SH SOLE0007,515
FREEPORT-MCMORAN INCCL B35671D85749113,234SH SOLE00013,234
GENERAL MTRS COCOM37045V1004,28772,452SH SOLE00072,452
GEO GROUP INC NEWCOM36162J10635950,389SH SOLE00050,389
GLOBAL MED REIT INCCOM NEW37954A20481555,250SH SOLE00055,250
GOLDMAN SACHS GROUPCOM38141G1043991,050SH SOLE0001,050
GOODRX HLDGS INCCOM CL A38246G1081,30936,350SH SOLE00036,350
HEALTHPEAK PROPERTIECOM42250P10340212,070SH SOLE00012,070
HOME DEPOT INCCOM4370761022,6158,199SH SOLE0008,199
HONEYWELL INTL INCCOM4385161065872,675SH SOLE0002,675
INTERNATIONAL BUSINECOM4592001011,0697,295SH SOLE0007,295
INTERNATIONAL PAPERCOM4601461033,48856,887SH SOLE00056,887
INTRUSION INCCOM NEW46121E2051,637106,238SH SOLE000106,238
JOHNSON & JOHNSONCOM4781601043,00818,257SH SOLE00018,257
JPMORGAN CHASE & COCOM46625H1001,78511,475SH SOLE00011,475
KRAFT HEINZ COCOM50075410669216,976SH SOLE00016,976
LAZARD LTDSHS AG540501021,07523,765SH SOLE00023,765
LILLY ELI & COCOM5324571081,0564,599SH SOLE0004,599
LOCKHEED MARTIN CORPCOM539830109331875SH SOLE000875
LOWES COS INCCOM5486611072911,500SH SOLE0001,500
MATADOR RES COCOM57648520568619,050SH SOLE00019,050
MEDICAL PPTYS TRUSTCOM58463J30438519,146SH SOLE00019,146
MEDTRONIC PLCSHSG5960L1034133,325SH SOLE0003,325
MERCK & CO. INCCOM58933Y1051,35317,397SH SOLE00017,397
MESABI TRCTF BEN INT5906721012075,840SH SOLE0005,840
MICRON TECHNOLOGY INCOM5951121033574,200SH SOLE0004,200
MICROSOFT CORPCOM5949181042,80910,370SH SOLE00010,370
MODERNA INCCOM60770K1077403,150SH SOLE0003,150
NCR CORP NEWCOM62886E1082926,400SH SOLE0006,400
NORDSTROM INCCOM65566410081222,200SH SOLE00022,200
NORWEGIAN CRUISE LINSHSG667211041,68457,250SH SOLE00057,250
NVIDIA CORPORATIONCOM67066G1041,2321,540SH SOLE0001,540
NXP SEMICONDUCTORS NCOMN6596X1092551,240SH SOLE0001,240
ON SEMICONDUCTOR CORCOM68218910554014,100SH SOLE00014,100
ONEOK INC NEWCOM6826801034,43379,677SH SOLE00079,677
PAYPAL HLDGS INCCOM70450Y1036012,062SH SOLE0002,062
PEPSICO INCCOM7134481084102,770SH SOLE0002,770
PROCTER AND GAMBLE CCOM7427181096174,571SH SOLE0004,571
QUALCOMM INCCOM7475251033,14622,011SH SOLE00022,011
RAYTHEON TECHNOLOGIECOM75513E1014234,963SH SOLE0004,963
RYMAN HOSPITALITY PPCOM78377T1073364,250SH SOLE0004,250
SCHWAB CHARLES CORPCOM80851310596113,200SH SOLE00013,200
SCORPIO TANKERS INCSHSY7542C13023510,650SH SOLE00010,650
SIMON PPTY GROUP INCCOM8288061092872,200SH SOLE0002,200
SIX FLAGS ENTMT CORPCOM83001A10251711,950SH SOLE00011,950
SOUTHERN COCOM84258710765510,823SH SOLE00010,823
SOUTHWEST AIRLS COCOM8447411082,35344,328SH SOLE00044,328
SPDR GOLD TRGOLD SHS78463V1071,95311,793SH SOLE00011,793
SPIRIT AEROSYSTEMS HCOM CL A8485741092354,980SH SOLE0004,980
SPIRIT AIRLS INCCOM84857710245014,795SH SOLE00014,795
SUNOPTA INCCOM8676EP10820016,300SH SOLE00016,300
TAIWAN SEMICONDUCTORSPONSORED ADS8740391003683,059SH SOLE0003,059
TARGET CORPCOM87612E1064741,962SH SOLE0001,962
TAYLOR MORRISON HOMECOM87724P1061,44954,850SH SOLE00054,850
TEXAS INSTRS INCCOM8825081043371,750SH SOLE0001,750
TEXAS PACIFIC LAND CCOM88262P10222,95414,349SH SOLE00014,349
TRIPADVISOR INCCOM8969452013007,440SH SOLE0007,440
TRIUMPH BANCORP INCCOM89679E30078010,500SH SOLE00010,500
UBER TECHNOLOGIES INCOM90353T1002234,450SH SOLE0004,450
UNITED PARCEL SERVICCL B9113121061,3346,416SH SOLE0006,416
UNITED RENTALS INCCOM9113631095611,760SH SOLE0001,760
UPLAND SOFTWARE INCCOM91544A1093037,350SH SOLE0007,350
VENTAS INCCOM92276F1002804,900SH SOLE0004,900
VERIZON COMMUNICATIOCOM92343V1042,38642,578SH SOLE00042,578
WALMART INCCOM9311421031,49310,584SH SOLE00010,584
WELLS FARGO CO NEWCOM9497461011,18526,156SH SOLE00026,156
WHIRLPOOL CORPCOM9633201061,1185,129SH SOLE0005,129
XCEL ENERGY INCCOM98389B1002,58639,247SH SOLE00039,247
XEROX HOLDINGS CORPCOM NEW98421M10675532,137SH SOLE00032,137