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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3M CO COM 88579Y101   800 7,544 SH   SOLE 0 0 0 7,544
ABBVIE INC COM 00287Y109   3,437 18,875 SH   SOLE 0 0 0 18,875
AGCO CORP COM 001084102   456 3,705 SH   SOLE 0 0 0 3,705
AIRBNB INC COM CL A 009066101   1,156 7,005 SH   SOLE 0 0 0 7,005
ALPHABET INC CAP STK CL C 02079K107   1,086 7,130 SH   SOLE 0 0 0 7,130
ALPHABET INC CAP STK CL A 02079K305   466 3,085 SH   SOLE 0 0 0 3,085
AMAZON COM INC COM 023135106   3,832 21,242 SH   SOLE 0 0 0 21,242
AMEREN CORP COM 023608102   354 4,788 SH   SOLE 0 0 0 4,788
AMERICAN ELEC PWR CO INC COM 025537101   927 10,766 SH   SOLE 0 0 0 10,766
AMERICAN EXPRESS CO COM 025816109   2,709 11,899 SH   SOLE 0 0 0 11,899
AMGEN INC COM 031162100   3,200 11,253 SH   SOLE 0 0 0 11,253
APPLE INC COM 037833100   16,304 95,075 SH   SOLE 0 0 0 95,075
AT&T INC COM 00206R102   1,573 89,383 SH   SOLE 0 0 0 89,383
ATMOS ENERGY CORP COM 049560105   659 5,542 SH   SOLE 0 0 0 5,542
BANC OF CALIFORNIA INC COM 05990K106   608 40,000 SH   SOLE 0 0 0 40,000
BANK AMERICA CORP COM 060505104   2,156 56,856 SH   SOLE 0 0 0 56,856
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   673 1,600 SH   SOLE 0 0 0 1,600
BERKSHIRE HATHAWAY INC DEL CL A 084670108   634 1 SH   SOLE 0 0 0 1
BLACKSTONE INC COM 09260D107   1,289 9,815 SH   SOLE 0 0 0 9,815
BOEING CO COM 097023105   3,267 16,926 SH   SOLE 0 0 0 16,926
BUILDERS FIRSTSOURCE INC COM 12008R107   568 2,725 SH   SOLE 0 0 0 2,725
CAPITAL SOUTHWEST CORP COM 140501107   1,334 53,448 SH   SOLE 0 0 0 53,448
CATERPILLAR INC COM 149123101   3,737 10,198 SH   SOLE 0 0 0 10,198
CHESAPEAKE ENERGY CORP COM 165167735   2,622 29,512 SH   SOLE 0 0 0 29,512
CHEVRON CORP NEW COM 166764100   616 3,906 SH   SOLE 0 0 0 3,906
CHUBB LIMITED COM H1467J104   389 1,500 SH   SOLE 0 0 0 1,500
CLEVELAND-CLIFFS INC NEW COM 185899101   3,305 145,350 SH   SOLE 0 0 0 145,350
COCA COLA CO COM 191216100   816 13,333 SH   SOLE 0 0 0 13,333
COMERICA INC COM 200340107   430 7,815 SH   SOLE 0 0 0 7,815
COMMERCIAL METALS CO COM 201723103   1,296 22,049 SH   SOLE 0 0 0 22,049
CONOCOPHILLIPS COM 20825C104   504 3,963 SH   SOLE 0 0 0 3,963
COSTCO WHSL CORP NEW COM 22160K105   2,352 3,211 SH   SOLE 0 0 0 3,211
CULLEN FROST BANKERS INC COM 229899109   595 5,284 SH   SOLE 0 0 0 5,284
CYBERARK SOFTWARE LTD SHS M2682V108   425 1,600 SH   SOLE 0 0 0 1,600
DARDEN RESTAURANTS INC COM 237194105   242 1,450 SH   SOLE 0 0 0 1,450
DEERE & CO COM 244199105   208 505 SH   SOLE 0 0 0 505
DELTA AIR LINES INC DEL COM NEW 247361702   827 17,280 SH   SOLE 0 0 0 17,280
DEVON ENERGY CORP NEW COM 25179M103   681 13,562 SH   SOLE 0 0 0 13,562
DIAMONDBACK ENERGY INC COM 25278X109   571 2,882 SH   SOLE 0 0 0 2,882
DOUBLEVERIFY HLDGS INC COM 25862V105   620 17,640 SH   SOLE 0 0 0 17,640
DOW INC COM 260557103   439 7,579 SH   SOLE 0 0 0 7,579
DRAFTKINGS INC NEW COM CL A 26142V105   2,125 46,800 SH   SOLE 0 0 0 46,800
DUKE ENERGY CORP NEW COM NEW 26441C204   1,065 11,015 SH   SOLE 0 0 0 11,015
EAGLE MATLS INC COM 26969P108   3,406 12,532 SH   SOLE 0 0 0 12,532
ELI LILLY & CO COM 532457108   3,270 4,203 SH   SOLE 0 0 0 4,203
ENCORE WIRE CORP COM 292562105   10,076 38,344 SH   SOLE 0 0 0 38,344
ENERGY TRANSFER L P COM UT LTD PTN 29273V100   2,820 179,276 SH   SOLE 0 0 0 179,276
ENLINK MIDSTREAM LLC COM UNIT REP LTD 29336T100   2,150 157,638 SH   SOLE 0 0 0 157,638
ETHAN ALLEN INTERIORS INC COM 297602104   2,542 73,526 SH   SOLE 0 0 0 73,526
EVOLENT HEALTH INC CL A 30050B101   256 7,800 SH   SOLE 0 0 0 7,800
EXXON MOBIL CORP COM 30231G102   6,986 60,098 SH   SOLE 0 0 0 60,098
FEDEX CORP COM 31428X106   1,211 4,181 SH   SOLE 0 0 0 4,181
FORD MTR CO DEL COM 345370860   327 24,630 SH   SOLE 0 0 0 24,630
FREEPORT-MCMORAN INC CL B 35671D857   4,475 95,176 SH   SOLE 0 0 0 95,176
GENERAL MTRS CO COM 37045V100   474 10,458 SH   SOLE 0 0 0 10,458
GLOBAL MED REIT INC COM NEW 37954A204   322 36,750 SH   SOLE 0 0 0 36,750
GOLDMAN SACHS GROUP INC COM 38141G104   487 1,165 SH   SOLE 0 0 0 1,165
HEALTHCARE RLTY TR CL A COM 42226K105   845 59,750 SH   SOLE 0 0 0 59,750
HELMERICH & PAYNE INC COM 423452101   381 9,059 SH   SOLE 0 0 0 9,059
HOME DEPOT INC COM 437076102   3,302 8,607 SH   SOLE 0 0 0 8,607
HONEYWELL INTL INC COM 438516106   482 2,350 SH   SOLE 0 0 0 2,350
INDEPENDENT BANK GROUP INC COM 45384B106   1,061 23,252 SH   SOLE 0 0 0 23,252
INTERNATIONAL BUSINESS MACHS COM 459200101   1,672 8,755 SH   SOLE 0 0 0 8,755
INTUITIVE SURGICAL INC COM NEW 46120E602   499 1,250 SH   SOLE 0 0 0 1,250
IRON MTN INC DEL COM 46284V101   429 5,350 SH   SOLE 0 0 0 5,350
JOHNSON & JOHNSON COM 478160104   2,140 13,529 SH   SOLE 0 0 0 13,529
JPMORGAN CHASE & CO COM 46625H100   2,939 14,672 SH   SOLE 0 0 0 14,672
LOCKHEED MARTIN CORP COM 539830109   262 575 SH   SOLE 0 0 0 575
MATADOR RES CO COM 576485205   742 11,119 SH   SOLE 0 0 0 11,119
MCDONALDS CORP COM 580135101   831 2,949 SH   SOLE 0 0 0 2,949
MEDTRONIC PLC SHS G5960L103   1,142 13,098 SH   SOLE 0 0 0 13,098
MERCK & CO INC COM 58933Y105   2,713 20,559 SH   SOLE 0 0 0 20,559
META PLATFORMS INC CL A 30303M102   4,024 8,286 SH   SOLE 0 0 0 8,286
MICRON TECHNOLOGY INC COM 595112103   2,084 17,675 SH   SOLE 0 0 0 17,675
MICROSOFT CORP COM 594918104   6,830 16,234 SH   SOLE 0 0 0 16,234
MORGAN STANLEY COM NEW 617446448   712 7,562 SH   SOLE 0 0 0 7,562
NEW YORK CMNTY BANCORP INC COM 649445103   293 91,000 SH   SOLE 0 0 0 91,000
NEXTRACKER INC CLASS A COM 65290E101   236 4,195 SH   SOLE 0 0 0 4,195
NORWEGIAN CRUISE LINE HLDG L SHS G66721104   735 35,110 SH   SOLE 0 0 0 35,110
NOVO-NORDISK A S ADR 670100205   1,987 15,476 SH   SOLE 0 0 0 15,476
NVIDIA CORPORATION COM 67066G104   16,058 17,771 SH   SOLE 0 0 0 17,771
ON HLDG AG NAMEN AKT A H5919C104   853 24,100 SH   SOLE 0 0 0 24,100
ON SEMICONDUCTOR CORP COM 682189105   1,097 14,915 SH   SOLE 0 0 0 14,915
ONEOK INC NEW COM 682680103   5,233 65,272 SH   SOLE 0 0 0 65,272
ORACLE CORP COM 68389X105   289 2,300 SH   SOLE 0 0 0 2,300
PALO ALTO NETWORKS INC COM 697435105   568 2,000 SH   SOLE 0 0 0 2,000
PEPSICO INC COM 713448108   605 3,458 SH   SOLE 0 0 0 3,458
PERMIAN RESOURCES CORP CLASS A COM 71424F105   698 39,510 SH   SOLE 0 0 0 39,510
PFIZER INC COM 717081103   561 20,200 SH   SOLE 0 0 0 20,200
PIONEER NAT RES CO COM 723787107   333 1,270 SH   SOLE 0 0 0 1,270
PROCTER AND GAMBLE CO COM 742718109   434 2,674 SH   SOLE 0 0 0 2,674
SCHLUMBERGER LTD COM STK 806857108   304 5,550 SH   SOLE 0 0 0 5,550
SCHWAB CHARLES CORP COM 808513105   1,679 23,215 SH   SOLE 0 0 0 23,215
SHIFT4 PMTS INC CL A 82452J109   747 11,300 SH   SOLE 0 0 0 11,300
SIMON PPTY GROUP INC NEW COM 828806109   532 3,400 SH   SOLE 0 0 0 3,400
SITIO ROYALTIES CORP CLASS A COM 82983N108   218 8,832 SH   SOLE 0 0 0 8,832
SOUTHERN CO COM 842587107   604 8,420 SH   SOLE 0 0 0 8,420
SOUTHWEST AIRLS CO COM 844741108   497 17,025 SH   SOLE 0 0 0 17,025
SUNOPTA INC COM 8676EP108   285 41,500 SH   SOLE 0 0 0 41,500
SYMBOTIC INC CLASS A COM 87151X101   869 19,300 SH   SOLE 0 0 0 19,300
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   1,085 7,977 SH   SOLE 0 0 0 7,977
TEXAS INSTRS INC COM 882508104   280 1,607 SH   SOLE 0 0 0 1,607
TEXAS PACIFIC LAND CORPORATI COM 88262P102   16,739 28,935 SH   SOLE 0 0 0 28,935
TOPGOLF CALLAWAY BRANDS CORP COM 131193104   1,180 72,950 SH   SOLE 0 0 0 72,950
TRIUMPH FINANCIAL INC COM 89679E300   1,141 14,385 SH   SOLE 0 0 0 14,385
TYSON FOODS INC CL A 902494103   836 14,240 SH   SOLE 0 0 0 14,240
UBER TECHNOLOGIES INC COM 90353T100   6,671 86,650 SH   SOLE 0 0 0 86,650
UNITED AIRLS HLDGS INC COM 910047109   283 5,910 SH   SOLE 0 0 0 5,910
UNITED PARCEL SERVICE INC CL B 911312106   275 1,853 SH   SOLE 0 0 0 1,853
UNITED RENTALS INC COM 911363109   242 335 SH   SOLE 0 0 0 335
UNITEDHEALTH GROUP INC COM 91324P102   371 750 SH   SOLE 0 0 0 750
UPLAND SOFTWARE INC COM 91544A109   39 12,500 SH   SOLE 0 0 0 12,500
VERIZON COMMUNICATIONS INC COM 92343V104   1,278 30,464 SH   SOLE 0 0 0 30,464
VISTRA CORP COM 92840M102   2,634 37,814 SH   SOLE 0 0 0 37,814
WALMART INC COM 931142103   1,139 18,923 SH   SOLE 0 0 0 18,923
WELLS FARGO CO NEW COM 949746101   426 7,350 SH   SOLE 0 0 0 7,350
WYNN RESORTS LTD COM 983134107   2,080 20,350 SH   SOLE 0 0 0 20,350
XCEL ENERGY INC COM 98389B100   1,735 32,283 SH   SOLE 0 0 0 32,283