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 3,513 26,100 SH   SOLE 0 0 0 26,100
ACADEMY SPORTS & OUTDOORS IN COM 00402L107 323 7,650 SH   SOLE 0 0 0 7,650
ADVANCED MICRO DEVICES INC COM 007903107 323 5,100 SH   SOLE 0 0 0 5,100
ALPHABET INC CAP STK CL C 02079K107 719 7,480 SH   SOLE 0 0 0 7,480
AMAZON COM INC COM 023135106 1,249 11,056 SH   SOLE 0 0 0 11,056
AMEREN CORP COM 023608102 502 6,238 SH   SOLE 0 0 0 6,238
AMERICAN EAGLE OUTFITTERS IN COM 02553E106 343 35,230 SH   SOLE 0 0 0 35,230
AMERICAN ELEC PWR CO INC COM 025537101 281 3,225 SH   SOLE 0 0 0 3,225
AMERICAN EXPRESS CO COM 025816109 1,791 13,252 SH   SOLE 0 0 0 13,252
APPLE INC COM 037833100 13,890 100,505 SH   SOLE 0 0 0 100,505
ARCHER DANIELS MIDLAND CO COM 039483102 394 4,900 SH   SOLE 0 0 0 4,900
AT&T INC COM 00206R102 958 62,457 SH   SOLE 0 0 0 62,457
ATMOS ENERGY CORP COM 049560105 693 6,804 SH   SOLE 0 0 0 6,804
AZEK CO INC CL A 05478C105 643 38,700 SH   SOLE 0 0 0 38,700
BERKSHIRE GREY INC *W EXP 07/21/202 084656115 5 27,000 PRN   SOLE 0 0 0 27,000
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 581 2,175 SH   SOLE 0 0 0 2,175
BERKSHIRE HATHAWAY INC DEL CL A 084670108 406 1 SH   SOLE 0 0 0 1
BK OF AMERICA CORP COM 060505104 2,726 90,223 SH   SOLE 0 0 0 90,223
BLACKSTONE INC COM 09260D107 1,316 15,725 SH   SOLE 0 0 0 15,725
BOEING CO COM 097023105 1,018 8,407 SH   SOLE 0 0 0 8,407
BRIGHAM MINERALS INC CL A COM 10918L103 222 9,000 SH   SOLE 0 0 0 9,000
BRISTOL-MYERS SQUIBB CO COM 110122108 1,042 14,659 SH   SOLE 0 0 0 14,659
BUILDERS FIRSTSOURCE INC COM 12008R107 482 8,178 SH   SOLE 0 0 0 8,178
CALLAWAY GOLF CO COM 131193104 978 50,781 SH   SOLE 0 0 0 50,781
CATERPILLAR INC COM 149123101 1,274 7,757 SH   SOLE 0 0 0 7,757
CHESAPEAKE ENERGY CORP COM 165167735 798 8,475 SH   SOLE 0 0 0 8,475
CHEVRON CORP NEW COM 166764100 428 2,976 SH   SOLE 0 0 0 2,976
CHUBB LIMITED COM H1467J104 309 1,701 SH   SOLE 0 0 0 1,701
CINEMARK HLDGS INC COM 17243V102 441 36,400 SH   SOLE 0 0 0 36,400
CISCO SYS INC COM 17275R102 984 24,598 SH   SOLE 0 0 0 24,598
CITIGROUP INC COM NEW 172967424 343 8,232 SH   SOLE 0 0 0 8,232
CLEVELAND-CLIFFS INC NEW COM 185899101 1,606 119,150 SH   SOLE 0 0 0 119,150
COCA COLA CO COM 191216100 986 17,603 SH   SOLE 0 0 0 17,603
COMERICA INC COM 200340107 1,553 21,820 SH   SOLE 0 0 0 21,820
COMMERCIAL METALS CO COM 201723103 3,429 96,631 SH   SOLE 0 0 0 96,631
CONOCOPHILLIPS COM 20825C104 445 4,348 SH   SOLE 0 0 0 4,348
COSTCO WHSL CORP NEW COM 22160K105 1,279 2,708 SH   SOLE 0 0 0 2,708
CRACKER BARREL OLD CTRY STOR COM 22410J106 261 2,817 SH   SOLE 0 0 0 2,817
CULLEN FROST BANKERS INC COM 229899109 301 2,275 SH   SOLE 0 0 0 2,275
CVS HEALTH CORP COM 126650100 658 6,900 SH   SOLE 0 0 0 6,900
CYBERARK SOFTWARE LTD SHS M2682V108 217 1,450 SH   SOLE 0 0 0 1,450
DARDEN RESTAURANTS INC COM 237194105 210 1,660 SH   SOLE 0 0 0 1,660
DEVON ENERGY CORP NEW COM 25179M103 450 7,478 SH   SOLE 0 0 0 7,478
DIAMONDBACK ENERGY INC COM 25278X109 211 1,750 SH   SOLE 0 0 0 1,750
DUKE ENERGY CORP NEW COM NEW 26441C204 1,137 12,221 SH   SOLE 0 0 0 12,221
EAGLE MATLS INC COM 26969P108 1,268 11,837 SH   SOLE 0 0 0 11,837
ENCORE WIRE CORP COM 292562105 2,344 20,275 SH   SOLE 0 0 0 20,275
ENERGY TRANSFER L P COM UT LTD PTN 29273V100 712 64,624 SH   SOLE 0 0 0 64,624
ENLINK MIDSTREAM LLC COM UNIT REP LTD 29336T100 2,855 321,132 SH   SOLE 0 0 0 321,132
ETHAN ALLEN INTERIORS INC COM 297602104 2,154 101,836 SH   SOLE 0 0 0 101,836
EXXON MOBIL CORP COM 30231G102 4,952 56,645 SH   SOLE 0 0 0 56,645
FEDEX CORP COM 31428X106 1,666 11,209 SH   SOLE 0 0 0 11,209
FORD MTR CO DEL COM 345370860 115 10,275 SH   SOLE 0 0 0 10,275
FREEPORT-MCMORAN INC CL B 35671D857 1,415 51,636 SH   SOLE 0 0 0 51,636
GENERAL MTRS CO COM 37045V100 4,446 138,327 SH   SOLE 0 0 0 138,327
GEO GROUP INC NEW COM 36162J106 172 22,392 SH   SOLE 0 0 0 22,392
GLOBAL MED REIT INC COM NEW 37954A204 686 80,550 SH   SOLE 0 0 0 80,550
GOLDMAN SACHS GROUP INC COM 38141G104 689 2,350 SH   SOLE 0 0 0 2,350
HOME DEPOT INC COM 437076102 3,161 11,455 SH   SOLE 0 0 0 11,455
HONEYWELL INTL INC COM 438516106 393 2,350 SH   SOLE 0 0 0 2,350
INTERNATIONAL BUSINESS MACHS COM 459200101 371 3,125 SH   SOLE 0 0 0 3,125
JOHNSON & JOHNSON COM 478160104 3,033 18,558 SH   SOLE 0 0 0 18,558
JPMORGAN CHASE & CO COM 46625H100 1,240 11,862 SH   SOLE 0 0 0 11,862
LILLY ELI & CO COM 532457108 1,333 4,123 SH   SOLE 0 0 0 4,123
LOCKHEED MARTIN CORP COM 539830109 222 575 SH   SOLE 0 0 0 575
LOWES COS INC COM 548661107 230 1,225 SH   SOLE 0 0 0 1,225
MATADOR RES CO COM 576485205 411 8,403 SH   SOLE 0 0 0 8,403
MCDONALDS CORP COM 580135101 1,080 4,672 SH   SOLE 0 0 0 4,672
MEDTRONIC PLC SHS G5960L103 216 2,677 SH   SOLE 0 0 0 2,677
MERCK & CO INC COM 58933Y105 726 8,427 SH   SOLE 0 0 0 8,427
META PLATFORMS INC CL A 30303M102 1,201 8,849 SH   SOLE 0 0 0 8,849
MICRON TECHNOLOGY INC COM 595112103 609 12,150 SH   SOLE 0 0 0 12,150
MICROSOFT CORP COM 594918104 3,897 16,733 SH   SOLE 0 0 0 16,733
MODERNA INC COM 60770K107 222 1,875 SH   SOLE 0 0 0 1,875
NEW YORK CMNTY BANCORP INC COM 649445103 902 105,750 SH   SOLE 0 0 0 105,750
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 379 33,360 SH   SOLE 0 0 0 33,360
NVIDIA CORPORATION COM 67066G104 1,515 12,476 SH   SOLE 0 0 0 12,476
ON HLDG AG NAMEN AKT A H5919C104 323 20,150 SH   SOLE 0 0 0 20,150
ON SEMICONDUCTOR CORP COM 682189105 580 9,300 SH   SOLE 0 0 0 9,300
ONEOK INC NEW COM 682680103 3,240 63,202 SH   SOLE 0 0 0 63,202
PACKAGING CORP AMER COM 695156109 835 7,435 SH   SOLE 0 0 0 7,435
PAYPAL HLDGS INC COM 70450Y103 423 4,915 SH   SOLE 0 0 0 4,915
PEPSICO INC COM 713448108 593 3,631 SH   SOLE 0 0 0 3,631
PFIZER INC COM 717081103 973 22,243 SH   SOLE 0 0 0 22,243
PIONEER NAT RES CO COM 723787107 293 1,353 SH   SOLE 0 0 0 1,353
PROCTER AND GAMBLE CO COM 742718109 432 3,423 SH   SOLE 0 0 0 3,423
QUALCOMM INC COM 747525103 2,703 23,916 SH   SOLE 0 0 0 23,916
RAYTHEON TECHNOLOGIES CORP COM 75513E101 235 2,866 SH   SOLE 0 0 0 2,866
RLJ LODGING TR CUM CONV PFD A 74965L200 200 8,150 SH   SOLE 0 0 0 8,150
SCHWAB CHARLES CORP COM 808513105 474 6,595 SH   SOLE 0 0 0 6,595
SHERWIN WILLIAMS CO COM 824348106 202 986 SH   SOLE 0 0 0 986
SIMON PPTY GROUP INC NEW COM 828806109 269 3,000 SH   SOLE 0 0 0 3,000
SIX FLAGS ENTMT CORP NEW COM 83001A102 227 12,850 SH   SOLE 0 0 0 12,850
SOUTHERN CO COM 842587107 707 10,395 SH   SOLE 0 0 0 10,395
SOUTHWEST AIRLS CO COM 844741108 1,131 36,615 SH   SOLE 0 0 0 36,615
SPIRIT AIRLS INC COM 848577102 284 15,100 SH   SOLE 0 0 0 15,100
SUNOPTA INC COM 8676EP108 234 25,680 SH   SOLE 0 0 0 25,680
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 471 6,875 SH   SOLE 0 0 0 6,875
TARGET CORP COM 87612E106 1,260 8,479 SH   SOLE 0 0 0 8,479
TEXAS INSTRS INC COM 882508104 325 2,102 SH   SOLE 0 0 0 2,102
TEXAS PACIFIC LAND CORPORATI COM 88262P102 20,106 11,313 SH   SOLE 0 0 0 11,313
TRIUMPH BANCORP INC COM 89679E300 1,230 22,622 SH   SOLE 0 0 0 22,622
UBER TECHNOLOGIES INC COM 90353T100 1,330 50,175 SH   SOLE 0 0 0 50,175
UNITED PARCEL SERVICE INC CL B 911312106 1,674 10,360 SH   SOLE 0 0 0 10,360
UNITED RENTALS INC COM 911363109 270 1,000 SH   SOLE 0 0 0 1,000
UNITEDHEALTH GROUP INC COM 91324P102 227 450 SH   SOLE 0 0 0 450
UPLAND SOFTWARE INC COM 91544A109 159 19,500 SH   SOLE 0 0 0 19,500
VERIZON COMMUNICATIONS INC COM 92343V104 1,382 36,349 SH   SOLE 0 0 0 36,349
VISTRA CORP COM 92840M102 1,138 54,176 SH   SOLE 0 0 0 54,176
WALMART INC COM 931142103 603 4,649 SH   SOLE 0 0 0 4,649
WELLS FARGO CO NEW COM 949746101 445 11,050 SH   SOLE 0 0 0 11,050
WHIRLPOOL CORP COM 963320106 1,113 8,238 SH   SOLE 0 0 0 8,238
WILLIAMS SONOMA INC COM 969904101 573 4,865 SH   SOLE 0 0 0 4,865
XCEL ENERGY INC COM 98389B100 2,547 39,763 SH   SOLE 0 0 0 39,763