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
ALLSTATE CORP COM 020002101   8,916 80,464 SH   SOLE   80,464 0 0
ALPHABET INC CAP STK CL A 02079K305   718 6,920 SH   SOLE   6,920 0 0
AMAZON COM INC COM 023135106   240 2,320 SH   SOLE   2,320 0 0
AMERICAN ELEC PWR INC COM 025537101   4,892 53,765 SH   SOLE   53,765 0 0
APPLE INC COM 037833100   309 1,875 SH   SOLE   1,875 0 0
APPLIED MATLS INC COM 038222105   6,887 56,066 SH   SOLE   56,066 0 0
ARCHER DANIELS MIDLAND CO COM 039483102   9,006 113,059 SH   SOLE   113,059 0 0
BAKER HUGHES COMPANY CL A 05722G100   5,547 192,195 SH   SOLE   192,195 0 0
BLACK STONE MINERALS L P COM UNIT 09225M101   235 15,000 SH   SOLE   15,000 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   10,888 157,098 SH   SOLE   157,098 0 0
CHEVRON CORP NEW COM 166764100   19,508 119,566 SH   SOLE   119,566 0 0
CISCO SYS INC COM 17275R102   9,216 176,295 SH   SOLE   176,295 0 0
CONAGRA BRANDS INC COM 205887102   12,643 336,609 SH   SOLE   336,609 0 0
CVS HEALTH CORP COM 126650100   10,229 137,649 SH   SOLE   137,649 0 0
EBAY INC COM 278642103   6,716 151,360 SH   SOLE   151,360 0 0
ENERGY TRANSFER L P COM UT LTD PTN 29273V100   618 49,547 SH   SOLE   49,547 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107   1,398 53,959 SH   SOLE   53,959 0 0
FEDEX CORP COM 31428X106   13,333 58,352 SH   SOLE   58,352 0 0
FOX CORP CL B COM 35137L204   8,509 271,760 SH   SOLE   271,760 0 0
GILEAD SCIENCES INC COM 375558103   11,433 137,800 SH   SOLE   137,800 0 0
GOLD RESOURCE CORP COM 38068T105   21 20,000 SH   SOLE   20,000 0 0
HESS MIDSTREAM LP CL A SHS 428103105   232 8,000 SH   SOLE   8,000 0 0
HP INC COM 40434L105   8,570 291,994 SH   SOLE   291,994 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   892 2,780 SH   SOLE   2,780 0 0
ISHARES TR MSCI CHINA A 46434V514   529 16,185 SH   SOLE   16,185 0 0
ISHARES INC MSCI GERMANY ETF 464286806   686 24,100 SH   SOLE   24,100 0 0
ISHARES TR MSCI GERMNY ETF 46429B465   523 8,520 SH   SOLE   8,520 0 0
ISHARES INC MSCI JPN ETF NEW 46434G822   364 6,195 SH   SOLE   6,195 0 0
ISHARES TR CORE MSCI INTL 46435G326   1,292 21,365 SH   SOLE   21,365 0 0
ISHARES TR CORE S&P500 ETF 464287200   1,036 2,519 SH   SOLE   2,519 0 0
ISHARES TR CORE S&P SCP ETF 464287804   234 2,425 SH   SOLE   2,425 0 0
LUMENTUM HLDGS INC COM 55024U109   7,822 144,825 SH   SOLE   144,825 0 0
MARATHON OIL CORP COM 565849106   13,165 549,437 SH   SOLE   549,437 0 0
MEDTRONIC INC SHS G5960L103   13,253 164,390 SH   SOLE   164,390 0 0
MUELLER INDS INC COM 624756102   10,961 149,170 SH   SOLE   149,170 0 0
NEWMONT CORP COM 651639106   10,171 207,480 SH   SOLE   207,480 0 0
NUSTAR ENERGY LP UNIT COM 67058H102   228 14,600 SH   SOLE   14,600 0 0
ORACLE CORP COM 68389X105   13,397 144,175 SH   SOLE   144,175 0 0
PAYPAL HLDGS INC COM 70450Y103   4,907 64,620 SH   SOLE   64,620 0 0
PHILLIPS 66 COM 718546104   13,258 130,780 SH   SOLE   130,780 0 0
PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105   175 14,000 SH   SOLE   14,000 0 0
QORVO INC COM 74736K101   9,024 88,848 SH   SOLE   88,848 0 0
QUALCOMM INC COM 747525103   219 1,715 SH   SOLE   1,715 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101   14,033 143,294 SH   SOLE   143,294 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   2,852 6,966 SH   SOLE   6,966 0 0
SUBURBAN PROPANE PARTNERS L UNIT LTD PARTN 864482104   338 22,093 SH   SOLE   22,093 0 0
SUNOCO LP/SUNOCO FIN CORP COM UT REP LP 86765K109   263 6,000 SH   SOLE   6,000 0 0
UNITED RENTALS INC COM 911363109   14,602 36,897 SH   SOLE   36,897 0 0
VALMONT INDS INC COM 920253101   6,056 18,967 SH   SOLE   18,967 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858   654 16,179 SH   SOLE   16,179 0 0
VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874   1,448 23,755 SH   SOLE   23,755 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   7,848 201,801 SH   SOLE   201,801 0 0
WISDOMTREE TR US SMALLCAP DIVD 97717W604   1,012 35,435 SH   SOLE   35,435 0 0