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   3,477,162 22,840 SH   SOLE   22,840 0 0
ABBVIE INC COM 00287Y109   5,566,001 29,986 SH   SOLE   29,986 0 0
ALPHABET INC CAP STK CL A 02079K305   9,044,124 51,320 SH   SOLE   51,320 0 0
ALPHABET INC CAP STK CL C 02079K107   292,693 1,650 SH   SOLE   1,650 0 0
AMGEN INC COM 031162100   376,096 1,347 SH   SOLE   1,347 0 0
APPLE INC COM 037833100   5,784,563 28,194 SH   SOLE   28,194 0 0
AT&T INC COM 00206R102   5,816,072 200,970 SH   SOLE   200,970 0 0
BAKER HUGHES COMPANY CL A 05722G100   5,767,486 150,430 SH   SOLE   150,430 0 0
BANK AMERICA CORP COM 060505104   2,493,149 52,687 SH   SOLE   52,687 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   3,465,969 7,135 SH   SOLE   7,135 0 0
BHP GROUP LTD SPONSORED ADS 088606108   4,123,525 85,746 SH   SOLE   85,746 0 0
BIOGEN INC COM 09062X103   2,256,852 17,970 SH   SOLE   17,970 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   200,436 4,330 SH   SOLE   4,330 0 0
BROADCOM INC COM 11135F101   5,801,054 21,045 SH   SOLE   21,045 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107   2,371,446 133,980 SH   SOLE   133,980 0 0
CATERPILLAR INC COM 149123101   289,993 747 SH   SOLE   747 0 0
CHENIERE ENERGY INC COM NEW 16411R208   2,877,189 11,815 SH   SOLE   11,815 0 0
CHEVRON CORP NEW COM 166764100   6,252,964 43,669 SH   SOLE   43,669 0 0
CISCO SYS INC COM 17275R102   11,172,053 161,027 SH   SOLE   161,027 0 0
CITIGROUP INC COM NEW 172967424   10,493,083 123,274 SH   SOLE   123,274 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101   709,840 93,400 SH   SOLE   93,400 0 0
COLGATE PALMOLIVE CO COM 194162103   336,330 3,700 SH   SOLE   3,700 0 0
COMCAST CORP NEW CL A 20030N101   2,144,255 60,080 SH   SOLE   60,080 0 0
SELECT SECTOR SPDR TR COMMUNICATION 81369Y852   434,120 4,000 SH   SOLE   4,000 0 0
CONOCOPHILLIPS COM 20825C104   225,247 2,510 SH   SOLE   2,510 0 0
CORE NATURAL RESOURCES INC COM SHS 218937100   6,348,083 91,025 SH   SOLE   91,025 0 0
CORECIVIC INC COM 21871N101   3,437,992 163,170 SH   SOLE   163,170 0 0
COSTCO WHSL CORP NEW COM 22160K105   362,318 366 SH   SOLE   366 0 0
D R HORTON INC COM 23331A109   910,175 7,060 SH   SOLE   7,060 0 0
DELTA AIR LINES INC DEL COM NEW 247361702   5,721,798 116,344 SH   SOLE   116,344 0 0
DOW INC COM 260557103   940,014 35,499 SH   SOLE   35,499 0 0
EATON CORP PLC SHS G29183103   856,776 2,400 SH   SOLE   2,400 0 0
EXXON MOBIL CORP COM 30231G102   5,870,465 54,457 SH   SOLE   54,457 0 0
FEDERATED HERMES INC CL B 314211103   6,208,124 140,075 SH   SOLE   140,075 0 0
FIFTH THIRD BANCORP COM 316773100   1,854,963 45,100 SH   SOLE   45,100 0 0
FIRST SOLAR INC COM 336433107   1,481,583 8,950 SH   SOLE   8,950 0 0
FLAGSTAR FINANCIAL INC COM NEW 649445400   697,830 65,833 SH   SOLE   65,833 0 0
FORD MTR CO COM 345370860   108,500 10,000 SH   SOLE   10,000 0 0
FREEPORT-MCMORAN INC CL B 35671D857   6,755,361 155,833 SH   SOLE   155,833 0 0
GENERAL DYNAMICS CORP COM 369550108   268,327 920 SH   SOLE   920 0 0
GENERAL MTRS CO COM 37045V100   4,094,124 83,197 SH   SOLE   83,197 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   12,222,135 17,269 SH   SOLE   17,269 0 0
GSK PLC SPONSORED ADR 37733W204   5,014,618 130,589 SH   SOLE   130,589 0 0
HCA HEALTHCARE INC COM 40412C101   7,658,169 19,990 SH   SOLE   19,990 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109   2,996,947 146,550 SH   SOLE   146,550 0 0
HOME DEPOT INC COM 437076102   7,340,499 20,021 SH   SOLE   20,021 0 0
HP INC COM 40434L105   3,769,653 154,115 SH   SOLE   154,115 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   7,304,648 24,780 SH   SOLE   24,780 0 0
IRON MTN INC DEL COM 46284V101   3,493,534 34,060 SH   SOLE   34,060 0 0
ISHARES TR RUS 1000 VAL ETF 464287598   207,623 1,069 SH   SOLE   1,069 0 0
ISHARES TR S&P 100 ETF 464287101   365,220 1,200 SH   SOLE   1,200 0 0
JOHNSON & JOHNSON COM 478160104   1,361,002 8,910 SH   SOLE   8,910 0 0
JPMORGAN CHASE & CO. COM 46625H100   1,016,424 3,506 SH   SOLE   3,506 0 0
KINDER MORGAN INC DEL COM 49456B101   8,613,024 292,960 SH   SOLE   292,960 0 0
KIRBY CORP COM 497266106   5,779,374 50,960 SH   SOLE   50,960 0 0
KRAFT HEINZ CO COM 500754106   4,321,752 167,380 SH   SOLE   167,380 0 0
LABCORP HOLDINGS INC COM SHS 504922105   262,510 1,000 SH   SOLE   1,000 0 0
LAMAR ADVERTISING CO NEW CL A 512816109   5,766,178 47,513 SH   SOLE   47,513 0 0
LINDE PLC SHS G54950103   939,298 2,002 SH   SOLE   2,002 0 0
LOCKHEED MARTIN CORP COM 539830109   463,140 1,000 SH   SOLE   1,000 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100   10,679,104 184,568 SH   SOLE   184,568 0 0
MAIN STR CAP CORP COM 56035L104   7,307,479 123,646 SH   SOLE   123,646 0 0
MANPOWERGROUP INC WIS COM 56418H100   2,224,828 55,070 SH   SOLE   55,070 0 0
MARATHON PETE CORP COM 56585A102   332,220 2,000 SH   SOLE   2,000 0 0
MCKESSON CORP COM 58155Q103   4,479,484 6,113 SH   SOLE   6,113 0 0
MICROSOFT CORP COM 594918104   6,700,113 13,470 SH   SOLE   13,470 0 0
MOLSON COORS BEVERAGE CO CL B 60871R209   1,329,448 27,645 SH   SOLE   27,645 0 0
MORGAN STANLEY COM NEW 617446448   10,252,495 72,785 SH   SOLE   72,785 0 0
MOSAIC CO NEW COM 61945C103   1,207,488 33,100 SH   SOLE   33,100 0 0
NEWMONT CORP COM 651639106   10,821,795 185,750 SH   SOLE   185,750 0 0
NOVO-NORDISK A S ADR 670100205   1,596,433 23,130 SH   SOLE   23,130 0 0
NRG ENERGY INC COM NEW 629377508   6,233,716 38,820 SH   SOLE   38,820 0 0
NVIDIA CORPORATION COM 67066G104   6,506,028 41,180 SH   SOLE   41,180 0 0
O-I GLASS INC COM 67098H104   2,643,914 179,370 SH   SOLE   179,370 0 0
ORACLE CORP COM 68389X105   11,033,819 50,468 SH   SOLE   50,468 0 0
PFIZER INC COM 717081103   10,579,306 436,440 SH   SOLE   436,440 0 0
PHILIP MORRIS INTL INC COM 718172109   9,881,463 54,255 SH   SOLE   54,255 0 0
PHILLIPS 66 COM 718546104   211,161 1,770 SH   SOLE   1,770 0 0
PROCTER AND GAMBLE CO COM 742718109   321,826 2,020 SH   SOLE   2,020 0 0
QUALCOMM INC COM 747525103   4,150,316 26,060 SH   SOLE   26,060 0 0
REGIONS FINANCIAL CORP NEW COM 7591EP100   4,285,085 182,189 SH   SOLE   182,189 0 0
ROSS STORES INC COM 778296103   331,708 2,600 SH   SOLE   2,600 0 0
RTX CORPORATION COM 75513E101   438,060 3,000 SH   SOLE   3,000 0 0
SCHLUMBERGER LTD COM STK 806857108   7,875,907 233,015 SH   SOLE   233,015 0 0
SMUCKER J M CO COM NEW 832696405   5,019,002 51,110 SH   SOLE   51,110 0 0
SOFI TECHNOLOGIES INC COM 83406F102   455,250 25,000 SH   SOLE   25,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   648,259 1,049 SH   SOLE   1,049 0 0
SPDR SERIES TRUST S&P DIVID ETF 78464A763   1,431,273 10,545 SH   SOLE   10,545 0 0
SYSCO CORP COM 871829107   1,675,369 22,120 SH   SOLE   22,120 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   1,248,424 4,930 SH   SOLE   4,930 0 0
TOYOTA MOTOR CORP ADS 892331307   241,164 1,400 SH   SOLE   1,400 0 0
TRAVEL PLUS LEISURE CO COM 894164102   2,077,561 40,255 SH   SOLE   40,255 0 0
UBER TECHNOLOGIES INC COM 90353T100   205,633 2,204 SH   SOLE   2,204 0 0
UGI CORP NEW COM 902681105   3,245,386 89,110 SH   SOLE   89,110 0 0
UNITED PARCEL SERVICE INC CL B 911312106   3,920,005 38,835 SH   SOLE   38,835 0 0
URANIUM ENERGY CORP COM 916896103   68,000 10,000 SH   SOLE   10,000 0 0
VALERO ENERGY CORP COM 91913Y100   4,616,655 34,345 SH   SOLE   34,345 0 0
VALLEY NATL BANCORP COM 919794107   4,114,194 460,716 SH   SOLE   460,716 0 0
VANGUARD INDEX FDS TOTAL STK MKT 922908769   1,537,582 5,059 SH   SOLE   5,059 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   2,171,938 50,195 SH   SOLE   50,195 0 0
VICI PPTYS INC COM 925652109   5,735,122 175,924 SH   SOLE   175,924 0 0
WALMART INC COM 931142103   7,440,374 76,093 SH   SOLE   76,093 0 0
WILLIAMS COS INC COM 969457100   7,746,985 123,340 SH   SOLE   123,340 0 0
WOODSIDE ENERGY GROUP LTD SPONSORED ADR 980228308   4,795,860 310,814 SH   SOLE   310,814 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102   5,739,845 62,930 SH   SOLE   62,930 0 0
J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332   2,396,227 42,150 SH   SOLE   42,150 0 0