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
Estimated average burden
hours per response: 23.8
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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBVIE INC COM 00287Y109 5,622 41,889 SH   SOLE   41,889 0 0
AMAZON COM INC COM 023135106 4,393 38,872 SH   SOLE   38,872 0 0
BLACK STONE MINERALS L P COM UNIT 09225M101 1,075 68,668 SH   SOLE   68,668 0 0
BUNGE LIMITED COM G16962105 3,863 46,784 SH   SOLE   46,784 0 0
CANADIAN PAC RY LTD COM 13645T100 2,289 34,234 SH   SOLE   34,234 0 0
CHUBB LIMITED COM H1467J104 2,144 11,732 SH   SOLE   11,732 0 0
CLARIVATE PLC 5.25% PFD CONV A G21810208 17 400 SH   SOLE   400 0 0
COMCAST CORP NEW CL A 20030N101 2,660 90,686 SH   SOLE   90,686 0 0
CORTEVA INC COM 22052L104 17 292 SH   SOLE   292 0 0
CVS HEALTH CORP COM 126650100 58 605 SH   SOLE   605 0 0
DESKTOP METAL INC COM CL A 25058X105 0 125 SH   SOLE   125 0 0
DORCHESTER MINERALS LP COM UNIT 25820R105 2,172 86,932 SH   SOLE   86,932 0 0
DOW INC COM 260557103 13 292 SH   SOLE   292 0 0
DUPONT DE NEMOURS INC COM 26614N102 3,139 62,277 SH   SOLE   62,277 0 0
ENCOMPASS HEALTH CORP COM 29261A100 2,666 58,754 SH   SOLE   58,754 0 0
ENHABIT INC COM 29332G102 427 30,424 SH   SOLE   30,424 0 0
EXXON MOBIL CORP COM 30231G102 5,207 59,640 SH   SOLE   59,640 0 0
FIRST INDL RLTY TR INC COM 32054K103 2,751 60,991 SH   SOLE   60,991 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 2,989 55,672 SH   SOLE   55,672 0 0
FRANCO NEV CORP COM 351858105 4,503 37,603 SH   SOLE   37,603 0 0
HANCOCK JOHN FINL OPPTYS FD SH BEN INT NEW 409735206 2 75 SH   SOLE   75 0 0
HANESBRANDS INC COM 410345102 1,720 247,182 SH   SOLE   247,182 0 0
HERSHEY CO COM 427866108 4,573 20,742 SH   SOLE   20,742 0 0
HOWARD HUGHES CORP COM 44267D107 374 6,750 SH   SOLE   6,750 0 0
HUBBELL INC COM 443510607 5,240 23,498 SH   SOLE   23,498 0 0
INVITATION HOMES INC COM 46187W107 6 175 SH   SOLE   175 0 0
J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 5,921 118,041 SH   SOLE   118,041 0 0
JOHNSON & JOHNSON COM 478160104 5,247 32,118 SH   SOLE   32,118 0 0
JPMORGAN CHASE & CO COM 46625H100 3,960 37,899 SH   SOLE   37,899 0 0
KEURIG DR PEPPER INC COM 49271V100 1 15 SH   SOLE   15 0 0
KIMBELL RTY PARTNERS LP UNIT 49435R102 124 7,326 SH   SOLE   7,326 0 0
KINDER MORGAN INC DEL COM 49456B101 3,228 194,014 SH   SOLE   194,014 0 0
KYNDRYL HLDGS INC COMMON STOCK 50155Q100 0 13 SH   SOLE   13 0 0
LOUISIANA PAC CORP COM 546347105 2,455 47,950 SH   SOLE   47,950 0 0
LOWES COS INC COM 548661107 4,040 21,513 SH   SOLE   21,513 0 0
LUMEN TECHNOLOGIES INC COM 550241103 2,131 292,682 SH   SOLE   292,682 0 0
MARTIN MARIETTA MATLS INC COM 573284106 2,296 7,129 SH   SOLE   7,129 0 0
MEDICAL PPTYS TRUST INC COM 58463J304 2,404 197,814 SH   SOLE   197,814 0 0
MGM RESORTS INTERNATIONAL COM 552953101 15 500 SH   SOLE   500 0 0
MICROSOFT CORP COM 594918104 6,265 26,899 SH   SOLE   26,899 0 0
MODERNA INC COM 60770K107 2,632 22,260 SH   SOLE   22,260 0 0
NORTHROP GRUMMAN CORP COM 666807102 3,066 6,519 SH   SOLE   6,519 0 0
PIMCO ETF TR ENHAN SHRT MA AC 72201R833 2,619 26,497 SH   SOLE   26,497 0 0
PIONEER NAT RES CO COM 723787107 6,227 28,759 SH   SOLE   28,759 0 0
PIPER SANDLER COMPANIES COM 724078100 1 10 SH   SOLE   10 0 0
RANGER ENERGY SVCS INC COM CL A 75282U104 105 10,778 SH   SOLE   10,778 0 0
SANDRIDGE ENERGY INC COM NEW 80007P869 8 500 SH   SOLE   500 0 0
SCHLUMBERGER LTD COM STK 806857108 3,835 106,313 SH   SOLE   106,313 0 0
SHELL PLC SPON ADS 780259305 25 500 SH   SOLE   500 0 0
SPDR SER TR OILGAS EQUIP 78468R549 142 2,571 SH   SOLE   2,571 0 0
SPDR SER TR S&P OILGAS EXP 78468R556 432 3,462 SH   SOLE   3,462 0 0
SPROTT PHYSICAL GOLD TR UNIT 85207H104 11,551 902,448 SH   SOLE   902,448 0 0
TEXAS INSTRS INC COM 882508104 2,374 15,339 SH   SOLE   15,339 0 0
TEXAS PACIFIC LAND CORPORATI COM 88262P102 13,749 7,736 SH   SOLE   7,736 0 0
TJX COS INC NEW COM 872540109 3,545 57,066 SH   SOLE   57,066 0 0
US BANCORP DEL COM NEW 902973304 41 1,012 SH   SOLE   1,012 0 0
VILLAGE FARMS INTL INC COM 92707Y108 0 150 SH   SOLE   150 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104 1,923 167,187 SH   SOLE   167,187 0 0