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
ABBOTT LABS COM 002824100 360 3,050 SH   SOLE 0 0 0 3,050
ABBVIE INC COM 00287Y109 3,380 31,330 SH   SOLE 0 0 0 31,330
ADT INC DEL COM 00090Q103 118 14,530 SH   SOLE 0 0 0 14,530
AIRBNB INC COM CL A 009066101 403 2,400 SH   SOLE 0 0 0 2,400
ALPHABET INC CAP STK CL C 02079K107 786 295 SH   SOLE 0 0 0 295
AMAZON COM INC COM 023135106 679 207 SH   SOLE 0 0 0 207
AMEREN CORP COM 023608102 562 6,938 SH   SOLE 0 0 0 6,938
AMERICAN EAGLE OUTFI COM 02553E106 258 10,000 SH   SOLE 0 0 0 10,000
AMERICAN ELEC PWR CO COM 025537101 272 3,355 SH   SOLE 0 0 0 3,355
APPLE INC COM 037833100 2,671 18,874 SH   SOLE 0 0 0 18,874
ARCHER DANIELS MIDLA COM 039483102 273 4,550 SH   SOLE 0 0 0 4,550
AT&T INC COM 00206R102 1,851 68,530 SH   SOLE 0 0 0 68,530
ATMOS ENERGY CORP COM 049560105 859 9,740 SH   SOLE 0 0 0 9,740
BERKSHIRE HATHAWAY I CL B NEW 084670702 826 3,025 SH   SOLE 0 0 0 3,025
BERKSHIRE HATHAWAY I CL A 084670108 411 1 SH   SOLE 0 0 0 1
BK OF AMERICA CORP COM 060505104 2,835 66,779 SH   SOLE 0 0 0 66,779
BLACKSTONE GROUP INC COM 09260D107 302 2,600 SH   SOLE 0 0 0 2,600
BOEING CO COM 097023105 3,004 13,656 SH   SOLE 0 0 0 13,656
BRIGHAM MINERALS INC CL A COM 10918L103 259 13,500 SH   SOLE 0 0 0 13,500
BRISTOL-MYERS SQUIBB COM 110122108 1,035 17,496 SH   SOLE 0 0 0 17,496
BUILDERS FIRSTSOURCE COM 12008R107 736 14,225 SH   SOLE 0 0 0 14,225
CALERES INC COM 129500104 258 11,600 SH   SOLE 0 0 0 11,600
CALLAWAY GOLF CO COM 131193104 947 34,281 SH   SOLE 0 0 0 34,281
CATERPILLAR INC COM 149123101 1,310 6,823 SH   SOLE 0 0 0 6,823
CENTURY CMNTYS INC COM 156504300 238 3,875 SH   SOLE 0 0 0 3,875
CHEVRON CORP NEW COM 166764100 351 3,457 SH   SOLE 0 0 0 3,457
CHUBB LIMITED COM H1467J104 304 1,750 SH   SOLE 0 0 0 1,750
CINEMARK HLDGS INC COM 17243V102 411 21,400 SH   SOLE 0 0 0 21,400
CISCO SYS INC COM 17275R102 1,815 33,346 SH   SOLE 0 0 0 33,346
CITIGROUP INC COM NEW 172967424 279 3,975 SH   SOLE 0 0 0 3,975
CLEVELAND-CLIFFS INC COM 185899101 2,674 134,979 SH   SOLE 0 0 0 134,979
COCA COLA CO COM 191216100 901 17,164 SH   SOLE 0 0 0 17,164
COMERICA INC COM 200340107 1,642 20,397 SH   SOLE 0 0 0 20,397
COMMERCIAL METALS CO COM 201723103 4,664 153,106 SH   SOLE 0 0 0 153,106
COSTCO WHSL CORP NEW COM 22160K105 711 1,583 SH   SOLE 0 0 0 1,583
CRACKER BARREL OLD C COM 22410J106 548 3,915 SH   SOLE 0 0 0 3,915
CULLEN FROST BANKERS COM 229899109 520 4,380 SH   SOLE 0 0 0 4,380
CVS HEALTH CORP COM 126650100 2,110 24,861 SH   SOLE 0 0 0 24,861
DEUTSCHE BANK A G NAMEN AKT D18190898 871 68,615 SH   SOLE 0 0 0 68,615
DISNEY WALT CO COM 254687106 1,390 8,219 SH   SOLE 0 0 0 8,219
DOW INC COM 260557103 1,322 22,966 SH   SOLE 0 0 0 22,966
DRAFTKINGS INC COM CL A 26142R104 243 5,050 SH   SOLE 0 0 0 5,050
DUKE ENERGY CORP NEW COM NEW 26441C204 1,457 14,933 SH   SOLE 0 0 0 14,933
EAGLE MATLS INC COM 26969P108 1,814 13,832 SH   SOLE 0 0 0 13,832
ENCORE WIRE CORP COM 292562105 1,716 18,100 SH   SOLE 0 0 0 18,100
ENERGY TRANSFER L P COM UT LTD PTN 29273V100 425 44,374 SH   SOLE 0 0 0 44,374
ENLINK MIDSTREAM LLC COM UNIT REP LTD 29336T100 2,345 343,894 SH   SOLE 0 0 0 343,894
ETHAN ALLEN INTERIOR COM 297602104 1,052 44,375 SH   SOLE 0 0 0 44,375
EXXON MOBIL CORP COM 30231G102 3,458 58,785 SH   SOLE 0 0 0 58,785
FACEBOOK INC CL A 30303M102 1,637 4,823 SH   SOLE 0 0 0 4,823
FEDEX CORP COM 31428X106 1,832 8,356 SH   SOLE 0 0 0 8,356
FREEPORT-MCMORAN INC CL B 35671D857 579 17,784 SH   SOLE 0 0 0 17,784
GENERAL MTRS CO COM 37045V100 4,849 91,987 SH   SOLE 0 0 0 91,987
GEO GROUP INC NEW COM 36162J106 289 38,733 SH   SOLE 0 0 0 38,733
GLOBAL MED REIT INC COM NEW 37954A204 831 56,550 SH   SOLE 0 0 0 56,550
GOLDMAN SACHS GROUP COM 38141G104 340 900 SH   SOLE 0 0 0 900
GOODRX HLDGS INC COM CL A 38246G108 982 23,950 SH   SOLE 0 0 0 23,950
HEALTHPEAK PROPERTIE COM 42250P103 404 12,071 SH   SOLE 0 0 0 12,071
HOME DEPOT INC COM 437076102 2,804 8,541 SH   SOLE 0 0 0 8,541
HONEYWELL INTL INC COM 438516106 568 2,675 SH   SOLE 0 0 0 2,675
INTERNATIONAL BUSINE COM 459200101 1,069 7,695 SH   SOLE 0 0 0 7,695
INTERNATIONAL PAPER COM 460146103 3,000 53,645 SH   SOLE 0 0 0 53,645
JOHNSON & JOHNSON COM 478160104 2,864 17,733 SH   SOLE 0 0 0 17,733
JPMORGAN CHASE & CO COM 46625H100 1,993 12,175 SH   SOLE 0 0 0 12,175
KRAFT HEINZ CO COM 500754106 507 13,774 SH   SOLE 0 0 0 13,774
LAZARD LTD SHS A G54050102 1,088 23,765 SH   SOLE 0 0 0 23,765
LILLY ELI & CO COM 532457108 1,063 4,600 SH   SOLE 0 0 0 4,600
LOWES COS INC COM 548661107 284 1,400 SH   SOLE 0 0 0 1,400
MATADOR RES CO COM 576485205 687 18,050 SH   SOLE 0 0 0 18,050
MCDONALDS CORP COM 580135101 215 892 SH   SOLE 0 0 0 892
MEDICAL PPTYS TRUST COM 58463J304 385 19,162 SH   SOLE 0 0 0 19,162
MEDTRONIC PLC SHS G5960L103 392 3,125 SH   SOLE 0 0 0 3,125
MERCK & CO INC COM 58933Y105 456 6,076 SH   SOLE 0 0 0 6,076
MICRON TECHNOLOGY IN COM 595112103 298 4,200 SH   SOLE 0 0 0 4,200
MICROSOFT CORP COM 594918104 3,137 11,127 SH   SOLE 0 0 0 11,127
MODERNA INC COM 60770K107 737 1,915 SH   SOLE 0 0 0 1,915
NCR CORP NEW COM 62886E108 248 6,400 SH   SOLE 0 0 0 6,400
NEW YORK CMNTY BANCO COM 649445103 167 13,000 SH   SOLE 0 0 0 13,000
NORDSTROM INC COM 655664100 737 27,875 SH   SOLE 0 0 0 27,875
NORWEGIAN CRUISE LIN SHS G66721104 1,286 48,150 SH   SOLE 0 0 0 48,150
NVIDIA CORPORATION COM 67066G104 1,278 6,171 SH   SOLE 0 0 0 6,171
NXP SEMICONDUCTORS N COM N6596X109 243 1,240 SH   SOLE 0 0 0 1,240
ON SEMICONDUCTOR COR COM 682189105 478 10,450 SH   SOLE 0 0 0 10,450
ONEOK INC NEW COM 682680103 4,641 80,038 SH   SOLE 0 0 0 80,038
PAYPAL HLDGS INC COM 70450Y103 524 2,012 SH   SOLE 0 0 0 2,012
PEPSICO INC COM 713448108 477 3,170 SH   SOLE 0 0 0 3,170
PFIZER INC COM 717081103 1,833 42,619 SH   SOLE 0 0 0 42,619
PROCTER AND GAMBLE C COM 742718109 467 3,341 SH   SOLE 0 0 0 3,341
QUALCOMM INC COM 747525103 2,928 22,702 SH   SOLE 0 0 0 22,702
RAYTHEON TECHNOLOGIE COM 75513E101 384 4,463 SH   SOLE 0 0 0 4,463
REVOLUTION ACCELERTN *W EXP 12/01/202 76156P114 33 27,000 PRN   SOLE 0 0 0 27,000
RYMAN HOSPITALITY PP COM 78377T107 293 3,500 SH   SOLE 0 0 0 3,500
SCHLUMBERGER LTD COM STK 806857108 359 12,100 SH   SOLE 0 0 0 12,100
SCHWAB CHARLES CORP COM 808513105 605 8,300 SH   SOLE 0 0 0 8,300
SIMON PPTY GROUP INC COM 828806109 286 2,200 SH   SOLE 0 0 0 2,200
SIX FLAGS ENTMT CORP COM 83001A102 631 14,850 SH   SOLE 0 0 0 14,850
SOUTHERN CO COM 842587107 671 10,823 SH   SOLE 0 0 0 10,823
SOUTHWEST AIRLS CO COM 844741108 2,308 44,878 SH   SOLE 0 0 0 44,878
SPDR GOLD TR GOLD SHS 78463V107 1,777 10,818 SH   SOLE 0 0 0 10,818
SPIRIT AIRLS INC COM 848577102 529 20,375 SH   SOLE 0 0 0 20,375
SUNOPTA INC COM 8676EP108 143 16,000 SH   SOLE 0 0 0 16,000
TAIWAN SEMICONDUCTOR SPONSORED ADS 874039100 316 2,834 SH   SOLE 0 0 0 2,834
TARGET CORP COM 87612E106 378 1,651 SH   SOLE 0 0 0 1,651
TAYLOR MORRISON HOME COM 87724P106 1,526 59,200 SH   SOLE 0 0 0 59,200
TEXAS INSTRS INC COM 882508104 336 1,750 SH   SOLE 0 0 0 1,750
TEXAS PACIFIC LAND C COM 88262P102 15,639 12,932 SH   SOLE 0 0 0 12,932
TRIUMPH BANCORP INC COM 89679E300 1,031 10,300 SH   SOLE 0 0 0 10,300
UBER TECHNOLOGIES IN COM 90353T100 228 5,100 SH   SOLE 0 0 0 5,100
UNITED PARCEL SERVIC CL B 911312106 1,335 7,331 SH   SOLE 0 0 0 7,331
UNITED RENTALS INC COM 911363109 561 1,600 SH   SOLE 0 0 0 1,600
UPLAND SOFTWARE INC COM 91544A109 304 9,100 SH   SOLE 0 0 0 9,100
VENTAS INC COM 92276F100 271 4,900 SH   SOLE 0 0 0 4,900
VERIZON COMMUNICATIO COM 92343V104 2,340 43,333 SH   SOLE 0 0 0 43,333
WALMART INC COM 931142103 1,275 9,150 SH   SOLE 0 0 0 9,150
WELLS FARGO CO NEW COM 949746101 202 4,350 SH   SOLE 0 0 0 4,350
WHIRLPOOL CORP COM 963320106 1,204 5,905 SH   SOLE 0 0 0 5,905
WILLIAMS SONOMA INC COM 969904101 745 4,200 SH   SOLE 0 0 0 4,200
XCEL ENERGY INC COM 98389B100 2,660 42,555 SH   SOLE 0 0 0 42,555
XEROX HOLDINGS CORP COM NEW 98421M106 263 13,047 SH   SOLE 0 0 0 13,047