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 17,825 109,958 SH   SOLE   104,415 0 5,543
AIR LEASE CORP CL A 00912X302 358 8,010 SH   SOLE   4,260 0 3,750
ALBEMARLE CORP COM 012653101 232 1,050 SH   SOLE   50 0 1,000
AMERICAN EXPRESS CO COM 025816109 290 1,550 SH   SOLE   1,450 0 100
AMERICAN INTL GROUP INC COM NEW 026874784 20,522 326,935 SH   SOLE   317,135 0 9,800
AMERIPRISE FINL INC COM 03076C106 945 3,145 SH   SOLE   1,095 0 2,050
AMGEN INC COM 031162100 10,915 45,136 SH   SOLE   44,536 0 600
APTIV PLC SHS G6095L109 335 2,795 SH   SOLE   920 0 1,875
ASTRAZENECA PLC SPONSORED ADR 046353108 7,992 120,470 SH   SOLE   120,270 0 200
AT&T INC COM 00206R102 9,971 421,950 SH   SOLE   418,150 0 3,800
ATLAS CORP SHARES Y0436Q109 13,353 909,620 SH   SOLE   882,320 0 27,300
BECTON DICKINSON & CO COM 075887109 258 970 SH   SOLE   970 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 469 1,329 SH   SOLE   520 0 809
BK OF AMERICA CORP COM 060505104 346 8,400 SH   SOLE   3,550 0 4,850
BRISTOL-MYERS SQUIBB CO COM 110122108 270 3,700 SH   SOLE   3,700 0 0
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 530 9,370 SH   SOLE   5,870 0 3,500
CARDINAL HEALTH INC COM 14149Y108 12,097 213,350 SH   SOLE   209,350 0 4,000
CF INDS HLDGS INC COM 125269100 340 3,300 SH   SOLE   1,500 0 1,800
CHEVRON CORP NEW COM 166764100 9,192 56,450 SH   SOLE   52,100 0 4,350
CHUBB LIMITED COM H1467J104 16,111 75,319 SH   SOLE   74,519 0 800
CISCO SYS INC COM 17275R102 10,652 191,030 SH   SOLE   188,430 0 2,600
CITIGROUP INC COM NEW 172967424 12,653 236,950 SH   SOLE   232,200 0 4,750
CME GROUP INC COM 12572Q105 8,423 35,410 SH   SOLE   34,850 0 560
COMCAST CORP NEW CL A 20030N101 13,384 285,860 SH   SOLE   277,010 0 8,850
CONOCOPHILLIPS COM 20825C104 22,098 220,980 SH   SOLE   208,330 0 12,650
CORNING INC COM 219350105 7,707 208,795 SH   SOLE   203,795 0 5,000
CUMMINS INC COM 231021106 490 2,390 SH   SOLE   1,010 0 1,380
DARDEN RESTAURANTS INC COM 237194105 10,756 80,900 SH   SOLE   78,240 0 2,660
DEVON ENERGY CORP NEW COM 25179M103 278 4,700 SH   SOLE   4,000 0 700
DISNEY WALT CO COM 254687106 363 2,647 SH   SOLE   1,197 0 1,450
EATON CORP PLC SHS G29183103 250 1,650 SH   SOLE   650 0 1,000
EQUINOR ASA SPONSORED ADR 29446M102 10,773 287,200 SH   SOLE   287,200 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 266 5,450 SH   SOLE   1,350 0 4,100
FIRST AMERN FINL CORP COM 31847R102 4,207 64,900 SH   SOLE   64,900 0 0
GENUINE PARTS CO COM 372460105 8,160 64,750 SH   SOLE   63,700 0 1,050
INGREDION INC COM 457187102 10,458 120,000 SH   SOLE   117,250 0 2,750
INTERNATIONAL BUSINESS MACHS COM 459200101 11,153 85,780 SH   SOLE   84,380 0 1,400
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 7,398 56,330 SH   SOLE   54,930 0 1,400
JPMORGAN CHASE & CO COM 46625H100 815 5,982 SH   SOLE   3,282 0 2,700
KINDER MORGAN INC DEL COM 49456B101 8,754 462,920 SH   SOLE   450,920 0 12,000
KONTOOR BRANDS INC COM 50050N103 12,384 299,484 SH   SOLE   290,634 0 8,850
KRAFT HEINZ CO COM 500754106 11,195 284,220 SH   SOLE   276,920 0 7,300
LEAR CORP COM NEW 521865204 7,529 52,800 SH   SOLE   52,800 0 0
MANPOWERGROUP INC WIS COM 56418H100 11,079 117,965 SH   SOLE   114,740 0 3,225
MEDTRONIC PLC SHS G5960L103 9,752 87,894 SH   SOLE   85,188 0 2,706
MERCK & CO INC COM 58933Y105 15,403 187,725 SH   SOLE   184,575 0 3,150
METLIFE INC COM 59156R108 16,361 232,800 SH   SOLE   226,600 0 6,200
MOLSON COORS BEVERAGE CO CL B 60871R209 5,271 98,750 SH   SOLE   98,050 0 700
MONDELEZ INTL INC CL A 609207105 286 4,550 SH   SOLE   2,350 0 2,200
MORGAN STANLEY COM NEW 617446448 446 5,100 SH   SOLE   1,650 0 3,450
NETAPP INC COM 64110D104 14,052 169,300 SH   SOLE   163,100 0 6,200
NEWMONT CORP COM 651639106 14,248 179,335 SH   SOLE   171,965 0 7,370
NORTHERN TR CORP COM 665859104 8,014 68,820 SH   SOLE   68,220 0 600
NUTRIEN LTD COM 67077M108 13,708 131,820 SH   SOLE   128,880 0 2,940
NVENT ELECTRIC PLC SHS G6700G107 338 9,710 SH   SOLE   5,860 0 3,850
OGE ENERGY CORP COM 670837103 6,113 149,910 SH   SOLE   144,710 0 5,200
PACKAGING CORP AMER COM 695156109 6,068 38,870 SH   SOLE   37,070 0 1,800
PARKER-HANNIFIN CORP COM 701094104 4,342 15,300 SH   SOLE   15,300 0 0
PEPSICO INC COM 713448108 5,405 32,290 SH   SOLE   30,140 0 2,150
PFIZER INC COM 717081103 541 10,450 SH   SOLE   4,750 0 5,700
PHILLIPS 66 COM 718546104 8,195 94,860 SH   SOLE   92,410 0 2,450
PROSPERITY BANCSHARES INC COM 743606105 9,783 141,000 SH   SOLE   138,150 0 2,850
RADIAN GROUP INC COM 750236101 411 18,500 SH   SOLE   7,200 0 11,300
RAYTHEON TECHNOLOGIES CORP COM 75513E101 17,416 175,797 SH   SOLE   169,863 0 5,934
REALTY INCOME CORP COM 756109104 10,874 156,919 SH   SOLE   153,522 0 3,397
REGENERON PHARMACEUTICALS COM 75886F107 590 845 SH   SOLE   300 0 545
RIO TINTO PLC SPONSORED ADR 767204100 16,120 200,500 SH   SOLE   195,350 0 5,150
STEEL DYNAMICS INC COM 858119100 255 3,060 SH   SOLE   3,060 0 0
TARGET CORP COM 87612E106 484 2,280 SH   SOLE   1,380 0 900
TE CONNECTIVITY LTD SHS H84989104 4,294 32,782 SH   SOLE   30,732 0 2,050
TEXAS INSTRS INC COM 882508104 6,211 33,850 SH   SOLE   31,500 0 2,350
TEXAS PACIFIC LAND CORPORATI COM 88262P102 696 515 SH   SOLE   170 0 345
TRI POINTE HOMES INC COM 87265H109 211 10,500 SH   SOLE   0 0 10,500
UNION PAC CORP COM 907818108 8,767 32,090 SH   SOLE   30,140 0 1,950
UNITED PARCEL SERVICE INC CL B 911312106 472 2,200 SH   SOLE   900 0 1,300
VERIZON COMMUNICATIONS INC COM 92343V104 11,629 228,290 SH   SOLE   221,340 0 6,950
VICI PPTYS INC COM 925652109 10,352 363,750 SH   SOLE   352,350 0 11,400
WALMART INC COM 931142103 5,555 37,300 SH   SOLE   35,650 0 1,650
WELLS FARGO CO NEW COM 949746101 7,259 149,800 SH   SOLE   149,100 0 700
WEYERHAEUSER CO MTN BE COM NEW 962166104 436 11,500 SH   SOLE   2,900 0 8,600