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
ALEXCO RESOURCE CORP COM 01535P106 84 54,000 SH   SOLE   54,000 0 0
ALLSTATE CORP COM 020002101 10,406 75,130 SH   SOLE   75,130 0 0
ALPHABET INC CAP STK CL A 02079K305 11,456 4,119 SH   SOLE   4,119 0 0
AMAZON COM INC COM 023135106 681 209 SH   SOLE   209 0 0
AMERICAN ELEC PWR INC COM 025537101 4,714 47,245 SH   SOLE   47,245 0 0
APPLE INC COM 037833100 796 4,560 SH   SOLE   4,560 0 0
APPLIED MATLS INC COM 038222105 6,950 52,731 SH   SOLE   52,731 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 20,638 228,649 SH   SOLE   228,649 0 0
BAKER HUGHES COMPANY CL A 05722G100 6,308 173,260 SH   SOLE   173,260 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 10,378 142,108 SH   SOLE   142,108 0 0
CHEVRON CORP NEW COM 166764100 17,769 109,128 SH   SOLE   109,128 0 0
CISCO SYS INC COM 17275R102 9,104 163,265 SH   SOLE   163,265 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101 6,333 196,620 SH   SOLE   196,620 0 0
CONAGRA FOODS INC COM 205887102 10,341 308,054 SH   SOLE   308,054 0 0
CRESTWOOD EQUITY PARTNERS LP UNIT LTD PARTNER 226344208 311 10,391 SH   SOLE   10,391 0 0
CVS HEALTH CORP COM 126650100 9,137 90,279 SH   SOLE   90,279 0 0
EBAY INC COM 278642103 8,276 144,540 SH   SOLE   144,540 0 0
ENERGY TRANSFER L P COM UT LTD PTN 29273V100 571 51,047 SH   SOLE   51,047 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 1,393 53,959 SH   SOLE   53,959 0 0
FEDEX CORP COM 31428X106 13,133 56,757 SH   SOLE   56,757 0 0
FOX CORP CL B COM 35137L204 9,042 249,240 SH   SOLE   249,240 0 0
GASLOG PARTNERS LP UNIT LTD PTNRP Y2687W108 207 36,000 SH   SOLE   36,000 0 0
GILEAD SCIENCES INC COM 375558103 7,582 127,530 SH   SOLE   127,530 0 0
GOLD RESOURCE CORP COM 38068T105 45 20,000 SH   SOLE   20,000 0 0
HP INC COM 40434L105 9,405 259,104 SH   SOLE   259,104 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 1,620 4,468 SH   SOLE   4,468 0 0
ISHARES TR MSCI CHINA A 46434V514 597 16,185 SH   SOLE   16,185 0 0
ISHARES TR CORE S&P SCP ETF 464287804 217 2,010 SH   SOLE   2,010 0 0
ISHARES INC MSCI GERMANY ETF 464286806 844 29,740 SH   SOLE   29,740 0 0
ISHARES TR MSCI GERMNY ETF 46429B465 612 8,520 SH   SOLE   8,520 0 0
ISHARES INC MSCI JPN ETF NEW 46434G822 479 7,770 SH   SOLE   7,770 0 0
ISHARES TR CORE MSCI INTL 46435G326 1,359 21,365 SH   SOLE   21,365 0 0
ISHARES TR MSCI UK ETF NEW 46435G334 202 5,990 SH   SOLE   5,990 0 0
ISHARES TR CORE S&P500 ETF 464287200 902 1,989 SH   SOLE   1,989 0 0
ISHARES TR ISHARES BIOTECH 464287556 272 2,088 SH   SOLE   2,088 0 0
JOHNSON & JOHNSON COM 478160104 407 2,297 SH   SOLE   2,297 0 0
KINROSS GOLD CORP COM 496902404 59 10,000 SH   SOLE   10,000 0 0
LUMENTUM HLDGS INC COM 55024U109 8,589 88,000 SH   SOLE   88,000 0 0
MARATHON OIL CORP COM 565849106 18,026 717,872 SH   SOLE   717,872 0 0
MEDTRONIC INC SHS G5960L103 8,662 78,075 SH   SOLE   78,075 0 0
MICROSOFT CORP COM 594918104 11,493 37,276 SH   SOLE   37,276 0 0
MORGAN STANLEY COM NEW 617446448 204 2,339 SH   SOLE   2,339 0 0
MOSAIC CO NEW COM 61945C103 426 6,400 SH   SOLE   6,400 0 0
MUELLER INDS INC COM 624756102 7,658 141,365 SH   SOLE   141,365 0 0
NEWMONT CORP COM 651639106 13,656 171,880 SH   SOLE   171,880 0 0
NUCOR CORP COM 670346105 333 2,240 SH   SOLE   2,240 0 0
NUSTAR ENERGY LP UNIT COM 67058H102 269 18,678 SH   SOLE   18,678 0 0
NVIDIA CORPORATION COM 67066G104 225 825 SH   SOLE   825 0 0
ORACLE CORP COM 68389X105 10,751 129,950 SH   SOLE   129,950 0 0
PHILLIPS 66 COM 718546104 10,142 117,400 SH   SOLE   117,400 0 0
QORVO INC COM 74736K101 10,583 85,278 SH   SOLE   85,278 0 0
QUALCOMM INC COM 747525103 489 3,200 SH   SOLE   3,200 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 13,443 135,687 SH   SOLE   135,687 0 0
ROPER TECHNOLOGIES INC COM 776696106 243 514 SH   SOLE   514 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 3,273 7,247 SH   SOLE   7,247 0 0
SUBURBAN PROPANE PARTNERS L UNIT LTD PARTN 864482104 356 22,093 SH   SOLE   22,093 0 0
TREVENA INC COM 89532E109 12 22,000 SH   SOLE   22,000 0 0
UNITED RENTALS INC COM 911363109 12,307 34,647 SH   SOLE   34,647 0 0
VALMONT INDS INC COM 920253101 4,306 18,046 SH   SOLE   18,046 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 746 16,179 SH   SOLE   16,179 0 0
VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 1,366 21,930 SH   SOLE   21,930 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 9,320 182,959 SH   SOLE   182,959 0 0
WISDOMTREE TR US SMALLCAP DIVD 97717W604 437 13,725 SH   SOLE   13,725 0 0