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
ALPHABET INC CAP STK CL A 02079K305   620,428 3,406 SH   SOLE   3,406 0 0
APPLE INC COM 037833100   447,641 2,125 SH   SOLE   2,125 0 0
ARGAN INC COM 04010E109   354,460 4,845 SH   SOLE   4,845 0 0
AVANOS MED INC COM 05350V106   371,209 18,635 SH   SOLE   18,635 0 0
BARRICK GOLD CORP COM 067901108   3,533,591 211,846 SH   SOLE   191,271 0 20,575
BOEING CO COM 097023105   420,989 2,313 SH   SOLE   2,313 0 0
BORGWARNER INC COM 099724106   3,135,018 97,240 SH   SOLE   87,020 0 10,220
BRISTOL-MYERS SQUIBB CO COM 110122108   2,504,799 60,313 SH   SOLE   54,298 0 6,015
CHENIERE ENERGY INC COM NEW 16411R208   323,086 1,848 SH   SOLE   1,848 0 0
CHEVRON CORP NEW COM 166764100   2,769,103 17,703 SH   SOLE   15,208 0 2,495
CISCO SYS INC COM 17275R102   3,459,306 72,812 SH   SOLE   64,837 0 7,975
CORNING INC COM 219350105   3,742,654 96,336 SH   SOLE   86,611 0 9,725
CORTEVA INC COM 22052L104   837,095 15,519 SH   SOLE   15,519 0 0
CULLEN FROST BANKERS INC COM 229899109   523,496 5,151 SH   SOLE   5,151 0 0
DEVON ENERGY CORP NEW COM 25179M103   3,417,589 72,101 SH   SOLE   64,626 0 7,475
DIREXION SHS ETF TR 20YR TRES BEAR 25460G849   268,314 7,476 SH   SOLE   7,476 0 0
DISNEY WALT CO COM 254687106   3,356,399 33,804 SH   SOLE   30,619 0 3,185
DUKE ENERGY CORP NEW COM NEW 26441C204   3,309,294 33,017 SH   SOLE   29,487 0 3,530
ELANCO ANIMAL HEALTH INC COM 28414H103   313,203 21,705 SH   SOLE   21,705 0 0
ENERGY RECOVERY INC COM 29270J100   460,033 34,615 SH   SOLE   34,615 0 0
EVERGY INC COM 30034W106   3,406,395 64,308 SH   SOLE   57,068 0 7,240
FEDEX CORP COM 31428X106   4,310,200 14,375 SH   SOLE   12,725 0 1,650
FLOWERS FOODS INC COM 343498101   344,433 15,515 SH   SOLE   15,515 0 0
FMC CORP COM NEW 302491303   364,867 6,340 SH   SOLE   6,340 0 0
GE VERNOVA INC COM 36828A101   538,541 3,140 SH   SOLE   3,140 0 0
GENERAL DYNAMICS CORP COM 369550108   3,424,813 11,804 SH   SOLE   10,329 0 1,475
HAEMONETICS CORP MASS COM 405024100   817,041 9,876 SH   SOLE   9,876 0 0
HEIDRICK & STRUGGLES INTL IN COM 422819102   302,063 9,565 SH   SOLE   9,565 0 0
HELMERICH & PAYNE INC COM 423452101   280,446 7,760 SH   SOLE   7,760 0 0
HENRY SCHEIN INC COM 806407102   330,115 5,150 SH   SOLE   5,150 0 0
HOME DEPOT INC COM 437076102   521,868 1,516 SH   SOLE   1,516 0 0
INGREDION INC COM 457187102   3,566,138 31,091 SH   SOLE   27,246 0 3,845
INTEL CORP COM 458140100   2,790,831 90,114 SH   SOLE   81,969 0 8,145
JOHNSON & JOHNSON COM 478160104   2,786,248 19,063 SH   SOLE   17,053 0 2,010
JPMORGAN CHASE & CO. COM 46625H100   615,073 3,041 SH   SOLE   3,041 0 0
JUNIPER NETWORKS INC COM 48203R104   418,743 11,485 SH   SOLE   11,485 0 0
KIMBERLY-CLARK CORP COM 494368103   3,421,970 24,761 SH   SOLE   22,041 0 2,720
KINDER MORGAN INC DEL COM 49456B101   3,433,039 172,775 SH   SOLE   153,400 0 19,375
KIRBY CORP COM 497266106   578,176 4,829 SH   SOLE   4,829 0 0
LIFECORE BIOMEDICAL INC COM 514766104   114,963 22,410 SH   SOLE   22,410 0 0
MATRIX SVC CO COM 576853105   536,766 54,055 SH   SOLE   54,055 0 0
MEDTRONIC PLC SHS G5960L103   3,055,050 38,814 SH   SOLE   34,239 0 4,575
MERCK & CO INC COM 58933Y105   3,241,703 26,185 SH   SOLE   22,795 0 3,390
MICROSOFT CORP COM 594918104   4,588,640 10,267 SH   SOLE   9,217 0 1,050
MOSAIC CO NEW COM 61945C103   354,892 12,280 SH   SOLE   12,280 0 0
NEW GOLD INC CDA COM 644535106   19,500 10,000 SH   SOLE   10,000 0 0
NEWMONT CORP COM 651639106   4,125,409 98,529 SH   SOLE   90,224 0 8,305
NISOURCE INC COM 65473P105   309,419 10,740 SH   SOLE   10,740 0 0
NOVAGOLD RES INC COM NEW 66987E206   34,600 10,000 SH   SOLE   10,000 0 0
NUTRIEN LTD COM 67077M108   2,883,593 56,641 SH   SOLE   50,846 0 5,795
OCCIDENTAL PETE CORP COM 674599105   540,316 8,572 SH   SOLE   8,572 0 0
ORACLE CORP COM 68389X105   3,907,145 27,671 SH   SOLE   24,516 0 3,155
PEPSICO INC COM 713448108   3,123,907 18,941 SH   SOLE   16,521 0 2,420
PFIZER INC COM 717081103   3,125,005 111,687 SH   SOLE   101,562 0 10,125
PIMCO ETF TR ULTRA SHORT GOVT 72201R577   793,130 7,845 SH   SOLE   7,845 0 0
PIMCO ETF TR ENHAN SHRT MA AC 72201R833   425,750 4,230 SH   SOLE   4,230 0 0
PROSHARES TR II ULTRA GOLD 74347W601   308,160 4,000 SH   SOLE   4,000 0 0
RALPH LAUREN CORP CL A 751212101   324,386 1,853 SH   SOLE   1,853 0 0
REVVITY INC COM 714046109   477,428 4,553 SH   SOLE   4,553 0 0
ROYAL GOLD INC COM 780287108   327,293 2,615 SH   SOLE   2,615 0 0
SCHLUMBERGER LTD COM STK 806857108   3,254,665 68,984 SH   SOLE   62,424 0 6,560
SCHWAB CHARLES CORP COM 808513105   641,914 8,711 SH   SOLE   8,711 0 0
SCOTTS MIRACLE-GRO CO CL A 810186106   841,876 12,940 SH   SOLE   12,940 0 0
SMITH & NEPHEW PLC SPDN ADR NEW 83175M205   289,926 11,700 SH   SOLE   11,700 0 0
SPDR GOLD TR GOLD SHS 78463V107   1,104,076 5,135 SH   SOLE   5,135 0 0
SYNAPTICS INC COM 87157D109   289,737 3,285 SH   SOLE   3,285 0 0
TREEHOUSE FOODS INC COM 89469A104   384,170 10,485 SH   SOLE   10,485 0 0
TYSON FOODS INC CL A 902494103   3,382,402 59,195 SH   SOLE   53,895 0 5,300
UNILEVER PLC SPON ADR NEW 904767704   3,581,389 65,128 SH   SOLE   58,033 0 7,095
UNIVERSAL CORP VA COM 913456109   337,571 7,005 SH   SOLE   7,005 0 0
VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102   479,113 8,262 SH   SOLE   7,707 0 555
VERIZON COMMUNICATIONS INC COM 92343V104   3,443,458 83,498 SH   SOLE   74,483 0 9,015
VISTA GOLD CORP COM NEW 927926303   5,208 11,200 SH   SOLE   11,200 0 0
WALMART INC COM 931142103   4,699,751 69,410 SH   SOLE   61,670 0 7,740
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105   854,809 2,767 SH   SOLE   2,767 0 0