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
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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
ALLSTATE CORP COM 020002101   10,942 80,690 SH   SOLE   80,690 0 0
ALPHABET INC CAP STK CL A 02079K305   7,481 84,785 SH   SOLE   84,785 0 0
AMAZON COM INC COM 023135106   234 2,780 SH   SOLE   2,780 0 0
AMERICAN ELEC PWR INC COM 025537101   4,660 49,080 SH   SOLE   49,080 0 0
APPLE INC COM 037833100   364 2,805 SH   SOLE   2,805 0 0
APPLIED MATLS INC COM 038222105   5,500 56,481 SH   SOLE   56,481 0 0
ARCHER DANIELS MIDLAND CO COM 039483102   16,293 175,479 SH   SOLE   175,479 0 0
BAKER HUGHES COMPANY CL A 05722G100   5,772 195,460 SH   SOLE   195,460 0 0
BLACK STONE MINERALS L P COM UNIT 09225M101   253 15,000 SH   SOLE   15,000 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   10,817 150,343 SH   SOLE   150,343 0 0
CHEVRON CORP NEW COM 166764100   20,722 115,448 SH   SOLE   115,448 0 0
CISCO SYS INC COM 17275R102   8,019 168,330 SH   SOLE   168,330 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101   5,733 355,835 SH   SOLE   355,835 0 0
CONAGRA BRANDS INC COM 205887102   12,450 321,699 SH   SOLE   321,699 0 0
CRESTWOOD EQUITY PARTNERS LP UNIT LTD PARTNER 226344208   272 10,391 SH   SOLE   10,391 0 0
CVS HEALTH CORP COM 126650100   12,740 136,709 SH   SOLE   136,709 0 0
EBAY INC COM 278642103   6,088 146,795 SH   SOLE   146,795 0 0
ENERGY TRANSFER L P COM UT LTD PTN 29273V100   588 49,547 SH   SOLE   49,547 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107   1,301 53,959 SH   SOLE   53,959 0 0
FEDEX CORP COM 31428X106   10,164 58,682 SH   SOLE   58,682 0 0
FOX CORP CL B COM 35137L204   7,602 267,190 SH   SOLE   267,190 0 0
GILEAD SCIENCES INC COM 375558103   11,284 131,440 SH   SOLE   131,440 0 0
GOLD RESOURCE CORP COM 38068T105   31 20,000 SH   SOLE   20,000 0 0
HESS MIDSTREAM LP CL A SHS 428103105   239 8,000 SH   SOLE   8,000 0 0
HP INC COM 40434L105   7,392 275,104 SH   SOLE   275,104 0 0
JOHNSON & JOHNSON COM 478160104   443 2,507 SH   SOLE   2,507 0 0
KNOT OFFSHORE PARTNERS LP COM UNITS Y48125101   135 14,000 SH   SOLE   14,000 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   740 2,780 SH   SOLE   2,780 0 0
ISHARES TR MSCI CHINA A 46434V514   505 16,185 SH   SOLE   16,185 0 0
ISHARES INC MSCI GERMANY ETF 464286806   596 24,100 SH   SOLE   24,100 0 0
ISHARES TR MSCI GERMNY ETF 46429B465   465 8,520 SH   SOLE   8,520 0 0
ISHARES INC MSCI JPN ETF NEW 46434G822   337 6,195 SH   SOLE   6,195 0 0
ISHARES TR CORE MSCI INTL 46435G326   1,196 21,365 SH   SOLE   21,365 0 0
ISHARES TR CORE S&P500 ETF 464287200   895 2,329 SH   SOLE   2,329 0 0
ISHARES TR CORE S&P SCP ETF 464287804   229 2,415 SH   SOLE   2,415 0 0
LUMENTUM HLDGS INC COM 55024U109   4,781 91,645 SH   SOLE   91,645 0 0
MARATHON OIL CORP COM 565849106   14,603 539,447 SH   SOLE   539,447 0 0
MEDTRONIC INC SHS G5960L103   6,152 79,155 SH   SOLE   79,155 0 0
MUELLER INDS INC COM 624756102   8,538 144,705 SH   SOLE   144,705 0 0
NEWMONT CORP COM 651639106   9,608 203,560 SH   SOLE   203,560 0 0
NUSTAR ENERGY LP UNIT COM 67058H102   234 14,600 SH   SOLE   14,600 0 0
ORACLE CORP COM 68389X105   11,416 139,665 SH   SOLE   139,665 0 0
PAYPAL HLDGS INC COM 70450Y103   4,595 64,515 SH   SOLE   64,515 0 0
PHILLIPS 66 COM 718546104   12,803 123,012 SH   SOLE   123,012 0 0
PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105   165 14,000 SH   SOLE   14,000 0 0
QORVO INC COM 74736K101   7,634 84,218 SH   SOLE   84,218 0 0
QUALCOMM INC COM 747525103   217 1,975 SH   SOLE   1,975 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101   14,435 143,037 SH   SOLE   143,037 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   2,698 7,056 SH   SOLE   7,056 0 0
SUBURBAN PROPANE PARTNERS L UNIT LTD PARTN 864482104   335 22,093 SH   SOLE   22,093 0 0
SUNOCO LP/SUNOCO FIN CORP COM UT REP LP 86765K109   259 6,000 SH   SOLE   6,000 0 0
UNITED RENTALS INC COM 911363109   12,503 35,177 SH   SOLE   35,177 0 0
VALMONT INDS INC COM 920253101   6,111 18,482 SH   SOLE   18,482 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858   631 16,179 SH   SOLE   16,179 0 0
VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874   1,317 23,755 SH   SOLE   23,755 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   7,935 201,395 SH   SOLE   201,395 0 0
WISDOMTREE TR US SMALLCAP DIVD 97717W604   682 23,985 SH   SOLE   23,985 0 0