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   3,354,282 22,840 SH   SOLE   22,840 0 0
ABBVIE INC COM 00287Y109   6,890,694 32,888 SH   SOLE   32,888 0 0
ALPHABET INC CAP STK CL A 02079K305   6,315,498 40,840 SH   SOLE   40,840 0 0
ALPHABET INC CAP STK CL C 02079K107   257,779 1,650 SH   SOLE   1,650 0 0
AMGEN INC COM 031162100   419,658 1,347 SH   SOLE   1,347 0 0
APPLE INC COM 037833100   7,693,250 34,634 SH   SOLE   34,634 0 0
AT&T INC COM 00206R102   5,507,530 194,750 SH   SOLE   194,750 0 0
BAKER HUGHES COMPANY CL A 05722G100   6,719,955 152,900 SH   SOLE   152,900 0 0
BANK AMERICA CORP COM 060505104   2,198,629 52,687 SH   SOLE   52,687 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   3,863,868 7,255 SH   SOLE   7,255 0 0
BHP GROUP LTD SPONSORED ADS 088606108   4,016,734 82,751 SH   SOLE   82,751 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   264,087 4,330 SH   SOLE   4,330 0 0
BROADCOM INC COM 11135F101   3,413,898 20,390 SH   SOLE   20,390 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107   2,043,041 103,550 SH   SOLE   103,550 0 0
CATERPILLAR INC COM 149123101   246,361 747 SH   SOLE   747 0 0
CHENIERE ENERGY INC COM NEW 16411R208   2,733,991 11,815 SH   SOLE   11,815 0 0
CHEVRON CORP NEW COM 166764100   7,258,546 43,389 SH   SOLE   43,389 0 0
CISCO SYS INC COM 17275R102   9,237,185 149,687 SH   SOLE   149,687 0 0
CITIGROUP INC COM NEW 172967424   8,829,310 124,374 SH   SOLE   124,374 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101   616,500 75,000 SH   SOLE   75,000 0 0
COLGATE PALMOLIVE CO COM 194162103   346,690 3,700 SH   SOLE   3,700 0 0
COMCAST CORP NEW CL A 20030N101   2,222,487 60,230 SH   SOLE   60,230 0 0
SELECT SECTOR SPDR TR COMMUNICATION 81369Y852   385,800 4,000 SH   SOLE   4,000 0 0
CONOCOPHILLIPS COM 20825C104   263,600 2,510 SH   SOLE   2,510 0 0
CORE NATURAL RESOURCES INC COM SHS 218937100   6,714,253 87,085 SH   SOLE   87,085 0 0
CORECIVIC INC COM 21871N101   3,310,719 163,170 SH   SOLE   163,170 0 0
COSTCO WHSL CORP NEW COM 22160K105   346,155 366 SH   SOLE   366 0 0
COTERRA ENERGY INC COM 127097103   732,615 25,350 SH   SOLE   25,350 0 0
D R HORTON INC COM 23331A109   897,538 7,060 SH   SOLE   7,060 0 0
DELTA AIR LINES INC DEL COM NEW 247361702   4,623,518 106,044 SH   SOLE   106,044 0 0
DOW INC COM 260557103   4,926,164 141,070 SH   SOLE   141,070 0 0
EAGLE MATLS INC COM 26969P108   798,948 3,600 SH   SOLE   3,600 0 0
EATON CORP PLC SHS G29183103   652,392 2,400 SH   SOLE   2,400 0 0
EXXON MOBIL CORP COM 30231G102   6,408,186 53,882 SH   SOLE   53,882 0 0
FEDERATED HERMES INC CL B 314211103   7,692,280 188,675 SH   SOLE   188,675 0 0
FIFTH THIRD BANCORP COM 316773100   1,646,400 42,000 SH   SOLE   42,000 0 0
FIRST SOLAR INC COM 336433107   941,903 7,450 SH   SOLE   7,450 0 0
FISERV INC COM 337738108   357,303 1,618 SH   SOLE   1,618 0 0
FLAGSTAR FINANCIAL INC COM NEW 649445400   811,459 69,833 SH   SOLE   69,833 0 0
FORD MTR CO COM 345370860   101,804 10,150 SH   SOLE   10,150 0 0
FREEPORT-MCMORAN INC CL B 35671D857   6,197,038 163,683 SH   SOLE   163,683 0 0
GENERAL DYNAMICS CORP COM 369550108   250,774 920 SH   SOLE   920 0 0
GENERAL MTRS CO COM 37045V100   3,912,755 83,197 SH   SOLE   83,197 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   9,597,769 17,569 SH   SOLE   17,569 0 0
GSK PLC SPONSORED ADR 37733W204   4,577,867 118,169 SH   SOLE   118,169 0 0
HCA HEALTHCARE INC COM 40412C101   7,323,932 21,195 SH   SOLE   21,195 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109   2,261,266 146,550 SH   SOLE   146,550 0 0
HOME DEPOT INC COM 437076102   5,635,150 15,376 SH   SOLE   15,376 0 0
HONEYWELL INTL INC COM 438516106   217,255 1,026 SH   SOLE   1,026 0 0
HP INC COM 40434L105   4,052,016 146,335 SH   SOLE   146,335 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   5,899,458 23,725 SH   SOLE   23,725 0 0
IRON MTN INC DEL COM 46284V101   2,873,736 33,400 SH   SOLE   33,400 0 0
ISHARES TR RUS 1000 VAL ETF 464287598   201,122 1,069 SH   SOLE   1,069 0 0
ISHARES TR S&P 100 ETF 464287101   590,409 2,180 SH   SOLE   2,180 0 0
JOHNSON & JOHNSON COM 478160104   1,494,218 9,010 SH   SOLE   9,010 0 0
JPMORGAN CHASE & CO. COM 46625H100   860,022 3,506 SH   SOLE   3,506 0 0
KINDER MORGAN INC DEL COM 49456B101   8,580,683 300,760 SH   SOLE   300,760 0 0
KIRBY CORP COM 497266106   4,763,632 47,160 SH   SOLE   47,160 0 0
KRAFT HEINZ CO COM 500754106   4,933,007 162,110 SH   SOLE   162,110 0 0
LABCORP HOLDINGS INC COM SHS 504922105   232,740 1,000 SH   SOLE   1,000 0 0
LAMAR ADVERTISING CO NEW CL A 512816109   3,293,362 28,945 SH   SOLE   28,945 0 0
LINDE PLC SHS G54950103   935,005 2,008 SH   SOLE   2,008 0 0
LOCKHEED MARTIN CORP COM 539830109   446,710 1,000 SH   SOLE   1,000 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100   7,691,693 109,257 SH   SOLE   109,257 0 0
MAIN STR CAP CORP COM 56035L104   6,820,910 120,596 SH   SOLE   120,596 0 0
MARATHON PETE CORP COM 56585A102   291,380 2,000 SH   SOLE   2,000 0 0
MCKESSON CORP COM 58155Q103   4,113,988 6,113 SH   SOLE   6,113 0 0
MICROSOFT CORP COM 594918104   5,291,122 14,095 SH   SOLE   14,095 0 0
MOLSON COORS BEVERAGE CO CL B 60871R209   1,682,751 27,645 SH   SOLE   27,645 0 0
MORGAN STANLEY COM NEW 617446448   8,631,830 73,985 SH   SOLE   73,985 0 0
MOSAIC CO NEW COM 61945C103   1,488,251 55,100 SH   SOLE   55,100 0 0
NEWMONT CORP COM 651639106   10,279,536 212,915 SH   SOLE   212,915 0 0
NOVO-NORDISK A S ADR 670100205   1,445,741 20,820 SH   SOLE   20,820 0 0
NRG ENERGY INC COM NEW 629377508   6,118,986 64,100 SH   SOLE   64,100 0 0
NVIDIA CORPORATION COM 67066G104   3,877,836 35,780 SH   SOLE   35,780 0 0
O-I GLASS INC COM 67098H104   2,057,374 179,370 SH   SOLE   179,370 0 0
ORACLE CORP COM 68389X105   7,191,547 51,438 SH   SOLE   51,438 0 0
PAN AMERN SILVER CORP COM 697900108   206,640 8,000 SH   SOLE   8,000 0 0
PFIZER INC COM 717081103   10,149,684 400,540 SH   SOLE   400,540 0 0
PHILIP MORRIS INTL INC COM 718172109   10,726,973 67,580 SH   SOLE   67,580 0 0
PHILLIPS 66 COM 718546104   218,560 1,770 SH   SOLE   1,770 0 0
PROCTER AND GAMBLE CO COM 742718109   357,371 2,097 SH   SOLE   2,097 0 0
QUALCOMM INC COM 747525103   3,909,374 25,450 SH   SOLE   25,450 0 0
REGIONS FINANCIAL CORP NEW COM 7591EP100   3,515,697 161,790 SH   SOLE   161,790 0 0
ROSS STORES INC COM 778296103   332,254 2,600 SH   SOLE   2,600 0 0
RTX CORPORATION COM 75513E101   397,380 3,000 SH   SOLE   3,000 0 0
SCHLUMBERGER LTD COM STK 806857108   10,264,617 245,565 SH   SOLE   245,565 0 0
SMUCKER J M CO COM NEW 832696405   5,649,341 47,710 SH   SOLE   47,710 0 0
SOFI TECHNOLOGIES INC COM 83406F102   314,010 27,000 SH   SOLE   27,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   586,885 1,049 SH   SOLE   1,049 0 0
SPDR SER TR S&P DIVID ETF 78464A763   1,485,018 10,945 SH   SOLE   10,945 0 0
SYSCO CORP COM 871829107   5,421,265 72,245 SH   SOLE   72,245 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   1,100,538 5,330 SH   SOLE   5,330 0 0
TOYOTA MOTOR CORP ADS 892331307   247,142 1,400 SH   SOLE   1,400 0 0
TRAVEL PLUS LEISURE CO COM 894164102   1,863,404 40,255 SH   SOLE   40,255 0 0
UBER TECHNOLOGIES INC COM 90353T100   415,593 5,704 SH   SOLE   5,704 0 0
UGI CORP NEW COM 902681105   2,946,868 89,110 SH   SOLE   89,110 0 0
UNITED PARCEL SERVICE INC CL B 911312106   3,734,710 33,955 SH   SOLE   33,955 0 0
URANIUM ENERGY CORP COM 916896103   47,800 10,000 SH   SOLE   10,000 0 0
VALERO ENERGY CORP COM 91913Y100   4,535,944 34,345 SH   SOLE   34,345 0 0
VALLEY NATL BANCORP COM 919794107   3,951,721 444,513 SH   SOLE   444,513 0 0
VANGUARD INDEX FDS TOTAL STK MKT 922908769   1,170,544 4,259 SH   SOLE   4,259 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   2,206,991 48,655 SH   SOLE   48,655 0 0
VICI PPTYS INC COM 925652109   5,804,566 177,945 SH   SOLE   177,945 0 0
WALMART INC COM 931142103   6,798,721 77,443 SH   SOLE   77,443 0 0
WILLIAMS COS INC COM 969457100   7,279,366 121,810 SH   SOLE   121,810 0 0
WOODSIDE ENERGY GROUP LTD SPONSORED ADR 980228308   3,913,894 270,110 SH   SOLE   270,110 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102   7,631,727 67,430 SH   SOLE   67,430 0 0
ALLIANCE RESOURCE PARTNERS L UT LTD PART 01877R108   409,200 15,000 SH   SOLE   15,000 0 0
J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332   2,408,451 42,150 SH   SOLE   42,150 0 0