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   8,787 80,589 SH   SOLE   80,589 0 0
AMERICAN ELEC PWR INC COM 025537101   4,521 53,695 SH   SOLE   53,695 0 0
APPLE INC COM 037833100   364 1,875 SH   SOLE   1,875 0 0
APPLIED MATLS INC COM 038222105   8,674 60,011 SH   SOLE   60,011 0 0
ARCHER DANIELS MIDLAND CO COM 039483102   8,498 112,464 SH   SOLE   112,464 0 0
BAKER HUGHES COMPANY CL A 05722G100   6,144 194,365 SH   SOLE   194,365 0 0
BLACK STONE MINERALS L P COM UNIT 09225M101   239 15,000 SH   SOLE   15,000 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   9,942 155,468 SH   SOLE   155,468 0 0
CHEVRON CORP NEW COM 166764100   18,609 118,266 SH   SOLE   118,266 0 0
CISCO SYS INC COM 17275R102   9,321 180,150 SH   SOLE   180,150 0 0
CONAGRA BRANDS INC COM 205887102   11,302 335,164 SH   SOLE   335,164 0 0
CVS HEALTH CORP COM 126650100   9,419 136,244 SH   SOLE   136,244 0 0
EBAY INC COM 278642103   6,725 150,485 SH   SOLE   150,485 0 0
ENERGY TRANSFER L P COM UT LTD PTN 29273V100   629 49,547 SH   SOLE   49,547 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107   1,422 53,959 SH   SOLE   53,959 0 0
FEDEX CORP COM 31428X106   14,463 58,342 SH   SOLE   58,342 0 0
FOX CORP CL B COM 35137L204   8,553 268,205 SH   SOLE   268,205 0 0
GILEAD SCIENCES INC COM 375558103   10,594 137,460 SH   SOLE   137,460 0 0
GOLD RESOURCE CORP COM 38068T105   13 20,000 SH   SOLE   20,000 0 0
HESS MIDSTREAM LP CL A SHS 428103105   245 8,000 SH   SOLE   8,000 0 0
HP INC COM 40434L105   9,559 311,274 SH   SOLE   311,274 0 0
INTEL CORP COM 458140100   268 8,000 SH   SOLE   8,000 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   1,031 2,790 SH   SOLE   2,790 0 0
ISHARES INC MSCI GERMANY ETF 464286806   695 24,330 SH   SOLE   24,330 0 0
ISHARES INC MSCI JPN ETF NEW 46434G822   390 6,295 SH   SOLE   6,295 0 0
ISHARES TR MSCI CHINA A 46434V514   472 16,185 SH   SOLE   16,185 0 0
ISHARES TR CORE MSCI INTL 46435G326   1,315 21,515 SH   SOLE   21,515 0 0
ISHARES TR CORE S&P500 ETF 464287200   1,123 2,519 SH   SOLE   2,519 0 0
ISHARES TR CORE S&P SCP ETF 464287804   242 2,425 SH   SOLE   2,425 0 0
ISHARES TR MSCI GERMNY ETF 46429B465   518 8,520 SH   SOLE   8,520 0 0
LUMENTUM HLDGS INC COM 55024U109   8,173 144,060 SH   SOLE   144,060 0 0
MARATHON OIL CORP COM 565849106   12,676 550,652 SH   SOLE   550,652 0 0
MEDTRONIC INC SHS G5960L103   14,409 163,555 SH   SOLE   163,555 0 0
MUELLER INDS INC COM 624756102   12,833 147,035 SH   SOLE   147,035 0 0
NEWMONT CORP COM 651639106   8,882 208,205 SH   SOLE   208,205 0 0
NUSTAR ENERGY LP UNIT COM 67058H102   250 14,600 SH   SOLE   14,600 0 0
ORACLE CORP COM 68389X105   16,801 141,075 SH   SOLE   141,075 0 0
PAYPAL HLDGS INC COM 70450Y103   8,685 130,150 SH   SOLE   130,150 0 0
PHILLIPS 66 COM 718546104   12,390 129,900 SH   SOLE   129,900 0 0
PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105   197 14,000 SH   SOLE   14,000 0 0
QORVO INC COM 74736K101   9,030 88,503 SH   SOLE   88,503 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101   14,292 145,899 SH   SOLE   145,899 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   3,088 6,966 SH   SOLE   6,966 0 0
SUBURBAN PROPANE PARTNERS L UNIT LTD PARTN 864482104   327 22,093 SH   SOLE   22,093 0 0
SUNOCO LP/SUNOCO FIN CORP COM UT REP LP 86765K109   261 6,000 SH   SOLE   6,000 0 0
UNITED RENTALS INC COM 911363109   16,306 36,612 SH   SOLE   36,612 0 0
VALMONT INDS INC COM 920253101   5,635 19,362 SH   SOLE   19,362 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858   658 16,179 SH   SOLE   16,179 0 0
VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874   1,466 23,755 SH   SOLE   23,755 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   8,154 219,251 SH   SOLE   219,251 0 0
WISDOMTREE TR US SMALLCAP DIVD 97717W604   1,035 35,965 SH   SOLE   35,965 0 0