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
MEDICAL PPTYS TRUST INC COM 58463J304   130,750 25,000 SH   SOLE   0 0 25,000
OPEN LENDING CORP COM 68373J104   159,292 22,404 SH   SOLE   0 0 22,404
PHILLIPS 66 COM 718546104   205,826 1,729 SH   SOLE   0 0 1,729
APPLIED MATLS INC COM 038222105   230,192 1,650 SH   SOLE   0 0 1,650
VIPER ENERGY PARTNERS LP COM UNT RP INT 92763M105   232,385 8,426 SH   SOLE   0 0 8,426
SPDR SER TR S&P OILGAS EXP 78468R556   233,508 1,633 SH   SOLE   0 0 1,633
E L F BEAUTY INC COM 26856L103   235,681 2,178 SH   SOLE   0 0 2,178
ELI LILLY & CO COM 532457108   244,157 454 SH   SOLE   0 0 454
AT&T INC COM 00206R102   247,793 16,891 SH   SOLE   0 0 16,891
IDEXX LABS INC COM 45168D104   253,399 588 SH   SOLE   0 0 588
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   254,446 731 SH   SOLE   0 0 731
DIAMONDBACK ENERGY INC COM 25278X109   275,552 1,835 SH   SOLE   0 0 1,835
HUMANA INC COM 444859102   276,841 563 SH   SOLE   0 0 563
CADENCE BANK COM 12740C103   279,450 13,455 SH   SOLE   0 0 13,455
THIRD COAST BANCSHARES INC COM 88422P109   283,677 17,203 SH   SOLE   0 0 17,203
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357   285,133 2,035 SH   SOLE   0 0 2,035
SELECT SECTOR SPDR TR ENERGY 81369Y506   297,093 3,354 SH   SOLE   0 0 3,354
STELLAR BANCORP INC COM 858927106   297,227 14,040 SH   SOLE   0 0 14,040
VANGUARD INDEX FDS VALUE ETF 922908744   301,557 2,208 SH   SOLE   0 0 2,208
ABBVIE INC COM 00287Y109   308,540 2,081 SH   SOLE   0 0 2,081
LAM RESEARCH CORP COM 512807108   315,440 500 SH   SOLE   0 0 500
TESLA INC COM 88160R101   316,764 1,259 SH   SOLE   0 0 1,259
WP CAREY INC COM 92936U109   343,876 6,430 SH   SOLE   0 0 6,430
KIMBELL RTY PARTNERS LP UNIT 49435R102   365,654 23,246 SH   SOLE   0 0 23,246
BOEING CO COM 097023105   378,555 2,015 SH   SOLE   0 0 2,015
VACASA INC CLASS A COM 91854V107   408,388 887,800 SH   SOLE   0 0 887,800
SPDR S&P 500 ETF TR TR UNIT 78462F103   427,823 1,001 SH   SOLE   0 0 1,001
RAYMOND JAMES FINL INC COM 754730109   457,745 4,667 SH   SOLE   0 0 4,667
CONOCOPHILLIPS COM 20825C104   566,995 4,842 SH   SOLE   0 0 4,842
SHELL PLC SPON ADS 780259305   578,043 9,123 SH   SOLE   0 0 9,123
ARISTA NETWORKS INC COM 040413106   622,027 3,312 SH   SOLE   0 0 3,312
PROCTER AND GAMBLE CO COM 742718109   668,245 4,603 SH   SOLE   0 0 4,603
ENTERPRISE PRODS PARTNERS L COM 293792107   719,811 26,464 SH   SOLE   0 0 26,464
INTEL CORP COM 458140100   843,108 23,776 SH   SOLE   0 0 23,776
ALPHABET INC CAP STK CL C 02079K107   893,068 6,607 SH   SOLE   0 0 6,607
ENERGY TRANSFER L P COM UT LTD PTN 29273V100   917,257 66,564 SH   SOLE   0 0 66,564
VISTRA CORP COM 92840M102   993,205 30,532 SH   SOLE   0 0 30,532
ALLSTATE CORP COM 020002101   1,019,983 9,196 SH   SOLE   0 0 9,196
CHENIERE ENERGY INC COM NEW 16411R208   1,090,103 6,707 SH   SOLE   0 0 6,707
LAUDER ESTEE COS INC CL A 518439104   1,112,695 7,759 SH   SOLE   0 0 7,759
ISHARES TR CORE S&P500 ETF 464287200   1,124,009 2,618 SH   SOLE   0 0 2,618
TEXAS INSTRS INC COM 882508104   1,388,043 8,678 SH   SOLE   0 0 8,678
COCA COLA CO COM 191216100   1,413,024 25,469 SH   SOLE   0 0 25,469
CHEVRON CORP NEW COM 166764100   1,539,182 9,242 SH   SOLE   0 0 9,242
ISHARES TR CORE MSCI EURO 46434V738   1,582,225 32,409 SH   SOLE   0 0 32,409
FISERV INC COM 337738108   1,676,731 14,858 SH   SOLE   0 0 14,858
JOHNSON CTLS INTL PLC SHS G51502105   1,767,615 33,746 SH   SOLE   0 0 33,746
HALLIBURTON CO COM 406216101   1,769,155 44,485 SH   SOLE   0 0 44,485
ISHARES TR 20 YR TR BD ETF 464287432   1,776,936 20,441 SH   SOLE   0 0 20,441
L3HARRIS TECHNOLOGIES INC COM 502431109   1,828,227 10,656 SH   SOLE   0 0 10,656
S&P GLOBAL INC COM 78409V104   1,835,291 5,005 SH   SOLE   0 0 5,005
STERIS PLC SHS USD G8473T100   1,921,015 8,914 SH   SOLE   0 0 8,914
EDWARDS LIFESCIENCES CORP COM 28176E108   1,946,147 28,132 SH   SOLE   0 0 28,132
META PLATFORMS INC CL A 30303M102   2,071,649 6,752 SH   SOLE   0 0 6,752
VERIZON COMMUNICATIONS INC COM 92343V104   2,079,496 65,475 SH   SOLE   0 0 65,475
KEYSIGHT TECHNOLOGIES INC COM 49338L103   2,177,813 16,536 SH   SOLE   0 0 16,536
BEST BUY INC COM 086516101   2,222,880 32,174 SH   SOLE   0 0 32,174
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886   2,679,964 47,695 SH   SOLE   0 0 47,695
SALESFORCE INC COM 79466L302   2,687,139 13,191 SH   SOLE   0 0 13,191
INTERCONTINENTAL EXCHANGE IN COM 45866F104   2,713,815 24,847 SH   SOLE   0 0 24,847
IQVIA HLDGS INC COM 46266C105   2,743,899 14,153 SH   SOLE   0 0 14,153
NXP SEMICONDUCTORS N V COM N6596X109   2,805,411 14,014 SH   SOLE   0 0 14,014
PIONEER NAT RES CO COM 723787107   2,824,240 12,582 SH   SOLE   0 0 12,582
TJX COS INC NEW COM 872540109   2,835,413 31,974 SH   SOLE   0 0 31,974
DARDEN RESTAURANTS INC COM 237194105   3,157,844 22,174 SH   SOLE   0 0 22,174
UNION PAC CORP COM 907818108   3,214,376 15,862 SH   SOLE   0 0 15,862
MEDTRONIC PLC SHS G5960L103   3,251,919 41,815 SH   SOLE   0 0 41,815
VANGUARD INDEX FDS TOTAL STK MKT 922908769   3,384,406 15,954 SH   SOLE   0 0 15,954
TRANE TECHNOLOGIES PLC SHS G8994E103   3,514,492 17,741 SH   SOLE   0 0 17,741
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407   3,679,548 22,839 SH   SOLE   0 0 22,839
UNITEDHEALTH GROUP INC COM 91324P102   3,732,431 7,253 SH   SOLE   0 0 7,253
VISA INC COM CL A 92826C839   3,737,906 16,163 SH   SOLE   0 0 16,163
COMCAST CORP NEW CL A 20030N101   4,058,962 91,233 SH   SOLE   0 0 91,233
EXXON MOBIL CORP COM 30231G102   4,079,826 35,283 SH   SOLE   0 0 35,283
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308   4,105,423 60,073 SH   SOLE   0 0 60,073
DEVON ENERGY CORP NEW COM 25179M103   4,151,006 90,931 SH   SOLE   0 0 90,931
AIR PRODS & CHEMS INC COM 009158106   4,378,026 15,687 SH   SOLE   0 0 15,687
CME GROUP INC COM 12572Q105   4,396,613 21,967 SH   SOLE   0 0 21,967
SILICON LABORATORIES INC COM 826919102   4,519,777 39,068 SH   SOLE   0 0 39,068
CISCO SYS INC COM 17275R102   4,873,249 89,598 SH   SOLE   0 0 89,598
JOHNSON & JOHNSON COM 478160104   5,130,867 33,070 SH   SOLE   0 0 33,070
AMAZON COM INC COM 023135106   5,286,240 40,833 SH   SOLE   0 0 40,833
WALMART INC COM 931142103   5,343,780 33,378 SH   SOLE   0 0 33,378
SELECT SECTOR SPDR TR COMMUNICATION 81369Y852   5,587,541 84,583 SH   SOLE   0 0 84,583
NVIDIA CORPORATION COM 67066G104   5,699,733 12,728 SH   SOLE   0 0 12,728
CHUBB LIMITED COM H1467J104   5,708,944 27,660 SH   SOLE   0 0 27,660
MERCK & CO INC COM 58933Y105   6,011,471 58,620 SH   SOLE   0 0 58,620
ALPHABET INC CAP STK CL A 02079K305   6,295,256 46,920 SH   SOLE   0 0 46,920
HOME DEPOT INC COM 437076102   6,933,830 23,126 SH   SOLE   0 0 23,126
MOTOROLA SOLUTIONS INC COM NEW 620076307   6,943,859 25,443 SH   SOLE   0 0 25,443
MARATHON PETE CORP COM 56585A102   7,434,248 49,555 SH   SOLE   0 0 49,555
EATON CORP PLC SHS G29183103   7,939,691 37,765 SH   SOLE   0 0 37,765
JPMORGAN CHASE & CO COM 46625H100   8,642,346 60,112 SH   SOLE   0 0 60,112
VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF 922042866   8,763,754 132,463 SH   SOLE   0 0 132,463
BROADCOM INC COM 11135F101   9,411,552 11,272 SH   SOLE   0 0 11,272
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209   9,844,697 76,577 SH   SOLE   0 0 76,577
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775   10,206,732 199,156 SH   SOLE   0 0 199,156
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   11,774,475 71,063 SH   SOLE   0 0 71,063
MICROSOFT CORP COM 594918104   12,563,350 39,041 SH   SOLE   0 0 39,041
APPLE INC COM 037833100   18,285,303 105,239 SH   DFND   0 0 105,239