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   17,398 91,739 SH   SOLE   91,739 0 0
AMAZON COM INC COM 023135106   242 1,301 SH   SOLE   1,301 0 0
AMERICAN ELEC PWR INC COM 025537101   13,460 131,185 SH   SOLE   131,185 0 0
APPLE INC COM 037833100   362 1,555 SH   SOLE   1,555 0 0
APPLIED MATLS INC COM 038222105   13,055 64,615 SH   SOLE   64,615 0 0
BAKER HUGHES COMPANY CL A 05722G100   8,303 229,670 SH   SOLE   229,670 0 0
BLACK STONE MINERALS L P COM UNIT 09225M101   305 20,200 SH   SOLE   20,200 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   8,825 170,558 SH   SOLE   170,558 0 0
CHEVRON CORP NEW COM 166764100   18,684 126,866 SH   SOLE   126,866 0 0
CISCO SYS INC COM 17275R102   10,154 190,800 SH   SOLE   190,800 0 0
CONAGRA BRANDS INC COM 205887102   16,928 520,526 SH   SOLE   520,526 0 0
CVS HEALTH CORP COM 126650100   8,842 140,624 SH   SOLE   140,624 0 0
ENERGY TRANSFER L P COM UT LTD PTN 29273V100   862 53,687 SH   SOLE   53,687 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107   1,571 53,959 SH   SOLE   53,959 0 0
FEDEX CORP COM 31428X106   17,383 63,517 SH   SOLE   63,517 0 0
FOX CORP CL B COM 35137L204   11,029 284,255 SH   SOLE   284,255 0 0
FRANKIN TEMPLETON ETF TRUST FRANKLIN INDIA 35473P769   281 6,700 SH   SOLE   6,700 0 0
GILEAD SCIENCES INC COM 375558103   13,077 155,970 SH   SOLE   155,970 0 0
GOLD RESOURCE CORP COM 38068T105   5 13,000 SH   SOLE   13,000 0 0
HESS MIDSTREAM LP CL A SHS 428103105   370 10,500 SH   SOLE   10,500 0 0
HP INC COM 40434L105   11,634 324,339 SH   SOLE   324,339 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   1,759 3,603 SH   SOLE   3,603 0 0
ISHARES TR CORE S&P MCP ETF 464287507   209 3,350 SH   SOLE   3,350 0 0
ISHARES INC MSCI GERMANY ETF 464286806   529 15,630 SH   SOLE   15,630 0 0
ISHARES INC MSCI EMRG CHN 46434G764   558 9,135 SH   SOLE   9,135 0 0
ISHARES INC MSCI JPN ETF NEW 46434G822   480 6,705 SH   SOLE   6,705 0 0
ISHARES TR MSCI CHINA A 46434V514   587 19,320 SH   SOLE   19,320 0 0
ISHARES TR CORE MSCI INTL 46435G326   1,212 17,110 SH   SOLE   17,110 0 0
ISHARES TR CORE S&P500 ETF 464287200   1,906 3,304 SH   SOLE   3,304 0 0
ISHARES TR CORE S&P SCP ETF 464287804   249 2,125 SH   SOLE   2,125 0 0
MARATHON OIL CORP COM 565849106   15,807 593,562 SH   SOLE   593,562 0 0
MEDTRONIC INC SHS G5960L103   15,951 177,175 SH   SOLE   177,175 0 0
MUELLER INDS INC COM 624756102   12,766 172,275 SH   SOLE   172,275 0 0
MPLX LP COM UNIT REP LTD 55336V100   345 7,750 SH   SOLE   7,750 0 0
NEWMONT CORP COM 651639106   18,237 341,205 SH   SOLE   341,205 0 0
ORACLE CORP COM 68389X105   27,929 163,905 SH   SOLE   163,905 0 0
PAYPAL HLDGS INC COM 70450Y103   17,412 223,140 SH   SOLE   223,140 0 0
PHILLIPS 66 COM 718546104   17,573 133,685 SH   SOLE   133,685 0 0
PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105   382 22,000 SH   SOLE   22,000 0 0
QORVO INC COM 74736K101   9,318 90,203 SH   SOLE   90,203 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101   18,742 154,689 SH   SOLE   154,689 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   3,572 6,226 SH   SOLE   6,226 0 0
SUBURBAN PROPANE PARTNERS L UNIT LTD PARTN 864482104   396 22,093 SH   SOLE   22,093 0 0
UNITED RENTALS INC COM 911363109   24,064 29,718 SH   SOLE   29,718 0 0
VALMONT INDS INC COM 920253101   10,490 36,177 SH   SOLE   36,177 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858   1,080 22,580 SH   SOLE   22,580 0 0
VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874   1,604 22,557 SH   SOLE   22,557 0 0
VANGUARD WORLD FD INF TECH ETF 92204A702   293 500 SH   SOLE   500 0 0
VANGUARD INDEX FUNDS TOTAL STK MKT 922908769   597 2,110 SH   SOLE   2,110 0 0
VANGUARD INTERNATIONAL EQUITY FTSE PACIFIC ETF 922042866   276 3,520 SH   SOLE   3,520 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   10,585 235,696 SH   SOLE   235,696 0 0
WESTERN MIDSTREAM PARTNERS L COM UNIT LP INT 958669103   306 8,000 SH   SOLE   8,000 0 0
WISDOMTREE TR US SMALLCAP DIVD 97717W604   1,076 31,190 SH   SOLE   31,190 0 0