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   17,730 91,964 SH   SOLE   91,964 0 0
ALPHABET INC CAP STK CL C 02079K305   263 1,391 SH   SOLE   1,391 0 0
AMAZON COM INC COM 023135106   331 1,509 SH   SOLE   1,509 0 0
AMERICAN ELEC PWR INC COM 025537101   12,224 132,540 SH   SOLE   132,540 0 0
APPLE INC COM 037833100   339 1,355 SH   SOLE   1,355 0 0
APPLIED MATLS INC COM 038222105   10,584 65,080 SH   SOLE   65,080 0 0
BAKER HUGHES COMPANY CL A 05722G100   9,435 230,000 SH   SOLE   230,000 0 0
BLACK STONE MINERALS L P COM UNIT 09225M101   295 20,200 SH   SOLE   20,200 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   9,737 172,158 SH   SOLE   172,158 0 0
CHEVRON CORP NEW COM 166764100   18,348 126,681 SH   SOLE   126,681 0 0
CISCO SYS INC COM 17275R102   11,464 193,650 SH   SOLE   193,650 0 0
CONAGRA BRANDS INC COM 205887102   14,464 521,227 SH   SOLE   521,227 0 0
CONOCOPHILLIPS COM 20825C104   15,186 153,135 SH   SOLE   153,135 0 0
CVS HEALTH CORP COM 126650100   6,083 135,514 SH   SOLE   135,514 0 0
ENERGY TRANSFER L P COM UT LTD PTN 29273V100   1,052 53,687 SH   SOLE   53,687 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107   1,692 53,959 SH   SOLE   53,959 0 0
FEDEX CORP COM 31428X106   17,989 63,942 SH   SOLE   63,942 0 0
FOX CORP CL B COM 35137L204   13,022 284,690 SH   SOLE   284,690 0 0
FRANKLIN TEMPLETON ETF TR FRANKLIN INDIA 35473P769   254 6,700 SH   SOLE   6,700 0 0
GILEAD SCIENCES INC COM 375558103   14,348 155,330 SH   SOLE   155,330 0 0
HESS MIDSTREAM LP CL A SHS 428103105   389 10,500 SH   SOLE   10,500 0 0
HP INC COM 40434L105   10,731 328,884 SH   SOLE   328,884 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   1,842 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   497 15,630 SH   SOLE   15,630 0 0
ISHARES INC MSCI EMRG CHN 46434G764   444 8,010 SH   SOLE   8,010 0 0
ISHARES INC MSCI JPN ETF NEW 46434G822   450 6,705 SH   SOLE   6,705 0 0
ISHARES TR MSCI CHINA A 46434V514   539 19,320 SH   SOLE   19,320 0 0
ISHARES TR CORE MSCI INTL 46435G326   1,103 17,110 SH   SOLE   17,110 0 0
ISHARES TR CORE S&P500 ETF 464287200   2,077 3,529 SH   SOLE   3,529 0 0
ISHARES TR CORE S&P SCP ETF 464287804   475 4,125 SH   SOLE   4,125 0 0
MEDTRONIC PLC SHS G5960L103   14,138 176,995 SH   SOLE   176,995 0 0
META PLATFORMS INC CL A 30303M102   6,275 10,717 SH   SOLE   10,717 0 0
MUELLER INDS INC COM 624756102   13,837 174,354 SH   SOLE   174,354 0 0
MPLX LP COM UNIT REP LTD 55336V100   371 7,750 SH   SOLE   7,750 0 0
NEWMONT CORP COM 651639106   12,625 339,190 SH   SOLE   339,190 0 0
NVIDIA CORP COM 67066G104   233 1,738 SH   SOLE   1,738 0 0
ORACLE CORP COM 68389X105   27,262 163,600 SH   SOLE   163,600 0 0
PAYPAL HLDGS INC COM 70450Y103   19,364 226,875 SH   SOLE   226,875 0 0
PHILLIPS 66 COM 718546104   15,294 134,240 SH   SOLE   134,240 0 0
PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105   376 22,000 SH   SOLE   22,000 0 0
PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207   153 8,350 SH   SOLE   8,350 0 0
QORVO INC COM 74736K101   6,541 93,538 SH   SOLE   93,538 0 0
RTX CORPORATION COM 75513E101   18,009 155,629 SH   SOLE   155,629 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   3,649 6,226 SH   SOLE   6,226 0 0
SUBURBAN PROPANE PARTNERS L UNIT LTD PARTN 864482104   380 22,093 SH   SOLE   22,093 0 0
UNITED RENTALS INC COM 911363109   21,266 30,188 SH   SOLE   30,188 0 0
VALMONT INDS INC COM 920253101   11,136 36,312 SH   SOLE   36,312 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858   994 22,580 SH   SOLE   22,580 0 0
VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874   1,423 22,427 SH   SOLE   22,427 0 0
VANGUARD WORLD FD INF TECH ETF 92204A702   311 500 SH   SOLE   500 0 0
VANGUARD INDEX FUNDS TOTAL STK MKT 922908769   1,095 3,780 SH   SOLE   3,780 0 0
VANGUARD INTERNATIONAL EQUITY FTSE PACIFIC ETF 922042866   258 3,630 SH   SOLE   3,630 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   9,325 233,176 SH   SOLE   233,176 0 0
WESTERN MIDSTREAM PARTNERS L COM UNIT LP INT 958669103   307 8,000 SH   SOLE   8,000 0 0
WISDOMTREE TR US SMALLCAP DIVD 97717W604   1,792 52,170 SH   SOLE   52,170 0 0