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   2,768,980 21,450 SH   SOLE   21,450 0 0
ABBVIE INC COM 00287Y109   6,336,427 35,658 SH   SOLE   35,658 0 0
ALPHABET INC CAP STK CL A 02079K305   7,818,090 41,300 SH   SOLE   41,300 0 0
ALPHABET INC CAP STK CL C 02079K107   314,226 1,650 SH   SOLE   1,650 0 0
AMGEN INC COM 031162100   351,082 1,347 SH   SOLE   1,347 0 0
APPLE INC COM 037833100   8,822,046 35,229 SH   SOLE   35,229 0 0
ARCH RESOURCES INC CL A 03940R107   427,190 3,025 SH   SOLE   3,025 0 0
AT&T INC COM 00206R102   4,370,929 191,960 SH   SOLE   191,960 0 0
BAKER HUGHES COMPANY CL A 05722G100   6,901,000 168,235 SH   SOLE   168,235 0 0
BANK AMERICA CORP COM 060505104   2,058,047 46,827 SH   SOLE   46,827 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   3,274,948 7,225 SH   SOLE   7,225 0 0
BHP GROUP LTD SPONSORED ADS 088606108   3,870,559 79,266 SH   SOLE   79,266 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   238,287 4,213 SH   SOLE   4,213 0 0
BROADCOM INC COM 11135F101   4,591,591 19,805 SH   SOLE   19,805 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107   2,033,764 96,570 SH   SOLE   96,570 0 0
CATERPILLAR INC COM 149123101   316,327 872 SH   SOLE   872 0 0
CHENIERE ENERGY INC COM NEW 16411R208   2,352,826 10,950 SH   SOLE   10,950 0 0
CHEVRON CORP NEW COM 166764100   6,306,189 43,539 SH   SOLE   43,539 0 0
CISCO SYS INC COM 17275R102   8,338,438 140,852 SH   SOLE   140,852 0 0
CITIGROUP INC COM NEW 172967424   8,843,940 125,642 SH   SOLE   125,642 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101   564,000 60,000 SH   SOLE   60,000 0 0
COLGATE PALMOLIVE CO COM 194162103   336,367 3,700 SH   SOLE   3,700 0 0
COMCAST CORP NEW CL A 20030N101   2,081,038 55,450 SH   SOLE   55,450 0 0
CONOCOPHILLIPS COM 20825C104   248,917 2,510 SH   SOLE   2,510 0 0
CONSOL ENERGY INC NEW COM 20854L108   6,010,351 56,340 SH   SOLE   56,340 0 0
CORECIVIC INC COM 21871N101   2,638,801 121,380 SH   SOLE   121,380 0 0
COSTCO WHSL CORP NEW COM 22160K105   298,704 326 SH   SOLE   326 0 0
COTERRA ENERGY INC COM 127097103   1,183,779 46,350 SH   SOLE   46,350 0 0
D R HORTON INC COM 23331A109   987,129 7,060 SH   SOLE   7,060 0 0
DELTA AIR LINES INC DEL COM NEW 247361702   4,680,885 77,370 SH   SOLE   77,370 0 0
DOW INC COM 260557103   5,384,001 134,164 SH   SOLE   134,164 0 0
EAGLE MATLS INC COM 26969P108   888,336 3,600 SH   SOLE   3,600 0 0
EATON CORP PLC SHS G29183103   796,488 2,400 SH   SOLE   2,400 0 0
EXXON MOBIL CORP COM 30231G102   5,833,736 54,232 SH   SOLE   54,232 0 0
FEDERATED HERMES INC CL B 314211103   7,581,095 184,410 SH   SOLE   184,410 0 0
FIFTH THIRD BANCORP COM 316773100   1,788,444 42,300 SH   SOLE   42,300 0 0
FISERV INC COM 337738108   332,370 1,618 SH   SOLE   1,618 0 0
FLAGSTAR FINANCIAL INC COM NEW 649445400   943,879 101,166 SH   SOLE   101,166 0 0
FORD MTR CO COM 345370860   101,475 10,250 SH   SOLE   10,250 0 0
FREEPORT-MCMORAN INC CL B 35671D857   6,001,027 157,590 SH   SOLE   157,590 0 0
GENERAL DYNAMICS CORP COM 369550108   242,411 920 SH   SOLE   920 0 0
GENERAL MTRS CO COM 37045V100   4,216,161 79,147 SH   SOLE   79,147 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   10,134,801 17,699 SH   SOLE   17,699 0 0
HCA HEALTHCARE INC COM 40412C101   6,489,843 21,622 SH   SOLE   21,622 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109   2,935,198 137,480 SH   SOLE   137,480 0 0
HOME DEPOT INC COM 437076102   5,963,606 15,331 SH   SOLE   15,331 0 0
HONEYWELL INTL INC COM 438516106   231,763 1,026 SH   SOLE   1,026 0 0
HP INC COM 40434L105   4,503,103 138,005 SH   SOLE   138,005 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   5,168,203 23,510 SH   SOLE   23,510 0 0
IRON MTN INC DEL COM 46284V101   3,513,827 33,430 SH   SOLE   33,430 0 0
ISHARES TR RUS 1000 VAL ETF 464287598   219,347 1,185 SH   SOLE   1,185 0 0
ISHARES TR S&P 100 ETF 464287101   675,909 2,340 SH   SOLE   2,340 0 0
SMUCKER J M CO COM NEW 832696405   3,345,446 30,380 SH   SOLE   30,380 0 0
JOHNSON & JOHNSON COM 478160104   1,295,795 8,960 SH   SOLE   8,960 0 0
JPMORGAN CHASE & CO. COM 46625H100   895,317 3,735 SH   SOLE   3,735 0 0
KINDER MORGAN INC DEL COM 49456B101   8,296,309 302,785 SH   SOLE   302,785 0 0
KIRBY CORP COM 497266106   4,742,485 44,825 SH   SOLE   44,825 0 0
KRAFT HEINZ CO COM 500754106   4,778,169 155,590 SH   SOLE   155,590 0 0
LAMAR ADVERTISING CO NEW CL A 512816109   3,277,241 26,920 SH   SOLE   26,920 0 0
LOCKHEED MARTIN CORP COM 539830109   485,940 1,000 SH   SOLE   1,000 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100   7,842,689 105,597 SH   SOLE   105,597 0 0
MAIN STR CAP CORP COM 56035L104   7,153,555 122,116 SH   SOLE   122,116 0 0
MARATHON PETE CORP COM 56585A102   279,000 2,000 SH   SOLE   2,000 0 0
MCKESSON CORP COM 58155Q103   3,107,149 5,452 SH   SOLE   5,452 0 0
MICROSOFT CORP COM 594918104   6,114,700 14,507 SH   SOLE   14,507 0 0
MOLSON COORS BEVERAGE CO CL B 60871R209   1,395,455 24,345 SH   SOLE   24,345 0 0
MORGAN STANLEY COM NEW 617446448   9,360,105 74,452 SH   SOLE   74,452 0 0
NEWMONT CORP COM 651639106   8,450,429 227,040 SH   SOLE   227,040 0 0
NOVO-NORDISK A S ADR 670100205   1,630,079 18,950 SH   SOLE   18,950 0 0
NRG ENERGY INC COM NEW 629377508   5,286,892 58,600 SH   SOLE   58,600 0 0
NVIDIA CORPORATION COM 67066G104   4,751,180 35,380 SH   SOLE   35,380 0 0
O-I GLASS INC COM 67098H104   1,815,158 167,450 SH   SOLE   167,450 0 0
ORACLE CORP COM 68389X105   8,708,273 52,258 SH   SOLE   52,258 0 0
PAN AMERN SILVER CORP COM 697900108   202,200 10,000 SH   SOLE   10,000 0 0
PFIZER INC COM 717081103   10,551,512 397,720 SH   SOLE   397,720 0 0
PHILIP MORRIS INTL INC COM 718172109   8,719,357 72,450 SH   SOLE   72,450 0 0
PHILLIPS 66 COM 718546104   201,656 1,770 SH   SOLE   1,770 0 0
PROCTER AND GAMBLE CO COM 742718109   351,562 2,097 SH   SOLE   2,097 0 0
QUALCOMM INC COM 747525103   3,981,062 25,915 SH   SOLE   25,915 0 0
ROSS STORES INC COM 778296103   393,302 2,600 SH   SOLE   2,600 0 0
RTX CORPORATION COM 75513E101   347,160 3,000 SH   SOLE   3,000 0 0
SCHLUMBERGER LTD COM STK 806857108   8,409,687 219,345 SH   SOLE   219,345 0 0
SELECT SECTOR SPDR TR COMMUNICATION 81369Y852   387,240 4,000 SH   SOLE   4,000 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   1,239,332 5,330 SH   SOLE   5,330 0 0
SOFI TECHNOLOGIES INC COM 83406F102   616,000 40,000 SH   SOLE   40,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   702,759 1,199 SH   SOLE   1,199 0 0
SPDR SER TR S&P DIVID ETF 78464A763   1,472,915 11,150 SH   SOLE   11,150 0 0
SYSCO CORP COM 871829107   5,543,732 72,505 SH   SOLE   72,505 0 0
MOSAIC CO NEW COM 61945C103   1,034,818 42,100 SH   SOLE   42,100 0 0
TOYOTA MOTOR CORP ADS 892331307   272,454 1,400 SH   SOLE   1,400 0 0
TRAVEL PLUS LEISURE CO COM 894164102   1,827,803 36,230 SH   SOLE   36,230 0 0
UGI CORP NEW COM 902681105   2,329,540 82,520 SH   SOLE   82,520 0 0
UNITED PARCEL SERVICE INC CL B 911312106   3,854,246 30,565 SH   SOLE   30,565 0 0
URANIUM ENERGY CORP COM 916896103   66,900 10,000 SH   SOLE   10,000 0 0
VALERO ENERGY CORP COM 91913Y100   4,024,630 32,830 SH   SOLE   32,830 0 0
VALLEY NATL BANCORP COM 919794107   3,789,191 418,233 SH   SOLE   418,233 0 0
VANGUARD INDEX FDS TOTAL STK MKT 922908769   1,086,787 3,750 SH   SOLE   3,750 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   1,668,383 41,720 SH   SOLE   41,720 0 0
VICI PPTYS INC COM 925652109   5,116,161 175,151 SH   SOLE   175,151 0 0
WALMART INC COM 931142103   7,182,193 79,493 SH   SOLE   79,493 0 0
WILLIAMS COS INC COM 969457100   7,624,426 140,880 SH   SOLE   140,880 0 0
WOODSIDE ENERGY GROUP LTD SPONSORED ADR 980228308   3,529,484 226,249 SH   SOLE   226,249 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102   7,123,159 67,435 SH   SOLE   67,435 0 0
UNITED STS 12 MONTH NAT GAS UNIT BEN INT 91288X109   167,485 20,500 SH   SOLE   20,500 0 0
J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332   2,424,889 42,150 SH   SOLE   42,150 0 0