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
3M CO COM 88579Y101 6,197 32,160 SH   SOLE   31,560 0 600
ABBVIE INC COM 00287Y109 20,148 186,178 SH   SOLE   180,035 0 6,143
AIR LEASE CORP CL A 00912X302 392 8,010 SH   SOLE   4,260 0 3,750
AMERICAN EXPRESS CO COM 025816109 233 1,650 SH   SOLE   1,550 0 100
AMERICAN INTL GROUP INC COM NEW 026874784 20,637 446,595 SH   SOLE   437,245 0 9,350
AMERIPRISE FINL INC COM 03076C106 17,411 74,900 SH   SOLE   72,450 0 2,450
AMGEN INC COM 031162100 17,633 70,870 SH   SOLE   70,070 0 800
APTIV PLC SHS G6095L109 423 3,070 SH   SOLE   720 0 2,350
ASTRAZENECA PLC SPONSORED ADR 046353108 8,963 180,270 SH   SOLE   180,070 0 200
ATLAS CORP SHARES Y0436Q109 14,998 1,098,720 SH   SOLE   1,070,120 0 28,600
BECTON DICKINSON & CO COM 075887109 212 870 SH   SOLE   870 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 340 1,329 SH   SOLE   520 0 809
BK OF AMERICA CORP COM 060505104 260 6,730 SH   SOLE   3,430 0 3,300
BRISTOL-MYERS SQUIBB CO COM 110122108 265 4,200 SH   SOLE   4,200 0 0
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 413 9,270 SH   SOLE   5,770 0 3,500
CARDINAL HEALTH INC COM 14149Y108 13,504 222,280 SH   SOLE   221,080 0 1,200
CHEVRON CORP NEW COM 166764100 9,876 94,250 SH   SOLE   89,500 0 4,750
CHUBB LIMITED COM H1467J104 14,568 92,219 SH   SOLE   91,219 0 1,000
CISCO SYS INC COM 17275R102 15,111 292,230 SH   SOLE   289,130 0 3,100
CITIGROUP INC COM NEW 172967424 12,866 176,850 SH   SOLE   173,050 0 3,800
CME GROUP INC COM 12572Q105 6,311 30,900 SH   SOLE   30,900 0 0
COMCAST CORP NEW CL A 20030N101 18,374 339,560 SH   SOLE   329,810 0 9,750
CONOCOPHILLIPS COM 20825C104 18,626 351,630 SH   SOLE   341,130 0 10,500
CORNING INC COM 219350105 552 12,695 SH   SOLE   7,695 0 5,000
CORTEVA INC COM 22052L104 9,656 207,114 SH   SOLE   195,464 0 11,650
CUMMINS INC COM 231021106 12,805 49,420 SH   SOLE   46,970 0 2,450
DISNEY WALT CO COM 254687106 469 2,540 SH   SOLE   1,090 0 1,450
EATON CORP PLC SHS G29183103 297 2,150 SH   SOLE   550 0 1,600
EQUINOR ASA SPONSORED ADR 29446M102 11,174 574,200 SH   SOLE   574,200 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 274 6,750 SH   SOLE   2,350 0 4,400
FIRST AMERN FINL CORP COM 31847R102 11,273 199,000 SH   SOLE   197,800 0 1,200
GENERAL ELECTRIC CO COM 369604103 140 10,700 SH   SOLE   300 0 10,400
GENUINE PARTS CO COM 372460105 9,733 84,200 SH   SOLE   82,900 0 1,300
INGREDION INC COM 457187102 9,118 101,400 SH   SOLE   99,200 0 2,200
INTERNATIONAL BUSINESS MACHS COM 459200101 9,652 72,430 SH   SOLE   71,730 0 700
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 6,329 45,330 SH   SOLE   44,630 0 700
JPMORGAN CHASE & CO COM 46625H100 938 6,162 SH   SOLE   2,862 0 3,300
KINDER MORGAN INC DEL COM 49456B101 9,145 549,220 SH   SOLE   536,520 0 12,700
KONINKLIJKE PHILIPS N V NY REG SH NEW 500472303 9,050 158,690 SH   SOLE   150,273 0 8,417
KONTOOR BRANDS INC COM 50050N103 14,630 301,464 SH   SOLE   296,064 0 5,400
KRAFT HEINZ CO COM 500754106 6,232 155,800 SH   SOLE   153,900 0 1,900
LABORATORY CORP AMER HLDGS COM NEW 50540R409 247 970 SH   SOLE   470 0 500
LEAR CORP COM NEW 521865204 9,552 52,700 SH   SOLE   52,700 0 0
MANPOWERGROUP INC COM 56418H100 9,341 94,445 SH   SOLE   91,520 0 2,925
MEDTRONIC PLC SHS G5960L103 11,511 97,446 SH   SOLE   94,390 0 3,056
MERCK & CO. INC COM 58933Y105 15,063 195,400 SH   SOLE   195,400 0 0
METLIFE INC COM 59156R108 14,742 242,500 SH   SOLE   235,600 0 6,900
MONDELEZ INTL INC CL A 609207105 280 4,790 SH   SOLE   2,390 0 2,400
MORGAN STANLEY COM NEW 617446448 598 7,700 SH   SOLE   2,500 0 5,200
NETAPP INC COM 64110D104 19,178 263,900 SH   SOLE   257,400 0 6,500
NEWMONT CORP COM 651639106 8,986 149,100 SH   SOLE   144,400 0 4,700
NORTHERN TR CORP COM 665859104 6,214 59,120 SH   SOLE   58,320 0 800
NUTRIEN LTD COM 67077M108 14,873 275,990 SH   SOLE   273,250 0 2,740
OGE ENERGY CORP COM 670837103 7,521 232,410 SH   SOLE   226,760 0 5,650
PACKAGING CORP AMER COM 695156109 276 2,050 SH   SOLE   750 0 1,300
PARKER-HANNIFIN CORP COM 701094104 5,962 18,900 SH   SOLE   18,900 0 0
PEPSICO INC COM 713448108 8,259 58,390 SH   SOLE   55,890 0 2,500
PFIZER INC COM 717081103 402 11,100 SH   SOLE   5,550 0 5,550
PHILLIPS 66 COM 718546104 14,417 176,810 SH   SOLE   170,760 0 6,050
PROSPERITY BANCSHARES INC COM 743606105 13,267 177,150 SH   SOLE   174,100 0 3,050
RADIAN GROUP INC COM 750236101 525 22,600 SH   SOLE   9,000 0 13,600
RAYTHEON TECHNOLOGIES CORP COM 75513E101 12,842 166,197 SH   SOLE   160,364 0 5,833
REGENERON PHARMACEUTICALS COM 75886F107 352 745 SH   SOLE   200 0 545
RIO TINTO PLC SPONSORED ADR 767204100 14,101 181,600 SH   SOLE   176,200 0 5,400
STEEL DYNAMICS INC COM 858119100 221 4,360 SH   SOLE   4,360 0 0
TARGET CORP COM 87612E106 650 3,280 SH   SOLE   1,930 0 1,350
TE CONNECTIVITY LTD REG SHS H84989104 5,842 45,252 SH   SOLE   43,102 0 2,150
TEXAS INSTRS INC COM 882508104 7,550 39,950 SH   SOLE   37,400 0 2,550
TEXAS PACIFIC LAND CORPORATI COM 88262P102 755 475 SH   SOLE   130 0 345
TRI POINTE HOMES INC COM 87265H109 236 11,600 SH   SOLE   300 0 11,300
UNION PAC CORP COM 907818108 11,988 54,390 SH   SOLE   52,290 0 2,100
UNITED PARCEL SERVICE INC CL B 911312106 7,143 42,020 SH   SOLE   39,770 0 2,250
VEREIT INC COM 92339V308 12,124 313,925 SH   SOLE   308,705 0 5,220
VERIZON COMMUNICATIONS INC COM 92343V104 16,508 283,880 SH   SOLE   276,130 0 7,750
VIATRIS INC COM 92556V106 9,115 652,438 SH   SOLE   641,091 0 11,347
VICI PPTYS INC COM 925652109 12,382 438,450 SH   SOLE   426,350 0 12,100
WALMART INC COM 931142103 7,124 52,450 SH   SOLE   49,550 0 2,900
WESTROCK CO COM 96145D105 9,767 187,650 SH   SOLE   183,200 0 4,450
WEYERHAEUSER CO MTN BE COM NEW 962166104 545 15,300 SH   SOLE   4,700 0 10,600