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 4,062 26,517 SH   SOLE 0 0 0 26,517
ACADEMY SPORTS & OUTDOORS IN COM 00402L107 279 7,850 SH   SOLE 0 0 0 7,850
ADVANCED MICRO DEVICES INC COM 007903107 390 5,100 SH   SOLE 0 0 0 5,100
ALPHABET INC CAP STK CL C 02079K107 818 374 SH   SOLE 0 0 0 374
AMAZON COM INC COM 023135106 764 7,190 SH   SOLE 0 0 0 7,190
AMEREN CORP COM 023608102 563 6,238 SH   SOLE 0 0 0 6,238
AMERICAN EAGLE OUTFITTERS IN COM 02553E106 1,289 115,275 SH   SOLE 0 0 0 115,275
AMERICAN ELEC PWR CO INC COM 025537101 309 3,225 SH   SOLE 0 0 0 3,225
AMERICAN EXPRESS CO COM 025816109 1,126 8,125 SH   SOLE 0 0 0 8,125
APPLE INC COM 037833100 13,748 100,553 SH   SOLE 0 0 0 100,553
ARCHER DANIELS MIDLAND CO COM 039483102 380 4,900 SH   SOLE 0 0 0 4,900
AT&T INC COM 00206R102 1,183 56,455 SH   SOLE 0 0 0 56,455
ATMOS ENERGY CORP COM 049560105 821 7,326 SH   SOLE 0 0 0 7,326
AZEK CO INC CL A 05478C105 616 36,775 SH   SOLE 0 0 0 36,775
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 594 2,175 SH   SOLE 0 0 0 2,175
BERKSHIRE HATHAWAY INC DEL CL A 084670108 409 1 SH   SOLE 0 0 0 1
BK OF AMERICA CORP COM 060505104 2,737 87,853 SH   SOLE 0 0 0 87,853
BLACKSTONE GROUP INC COM 09260D107 1,237 13,560 SH   SOLE 0 0 0 13,560
BOEING CO COM 097023105 1,107 8,096 SH   SOLE 0 0 0 8,096
BRIGHAM MINERALS INC CL A COM 10918L103 222 9,000 SH   SOLE 0 0 0 9,000
BRISTOL-MYERS SQUIBB CO COM 110122108 1,129 14,657 SH   SOLE 0 0 0 14,657
BUILDERS FIRSTSOURCE INC COM 12008R107 485 9,040 SH   SOLE 0 0 0 9,040
CALLAWAY GOLF CO COM 131193104 1,040 50,981 SH   SOLE 0 0 0 50,981
CATERPILLAR INC COM 149123101 1,334 7,456 SH   SOLE 0 0 0 7,456
CHEVRON CORP NEW COM 166764100 442 3,051 SH   SOLE 0 0 0 3,051
CHUBB LIMITED COM H1467J104 334 1,700 SH   SOLE 0 0 0 1,700
CINEMARK HLDGS INC COM 17243V102 536 35,700 SH   SOLE 0 0 0 35,700
CISCO SYS INC COM 17275R102 1,180 27,669 SH   SOLE 0 0 0 27,669
CITIGROUP INC COM NEW 172967424 314 6,829 SH   SOLE 0 0 0 6,829
CLEVELAND-CLIFFS INC NEW COM 185899101 1,782 115,950 SH   SOLE 0 0 0 115,950
COCA COLA CO COM 191216100 1,110 17,643 SH   SOLE 0 0 0 17,643
COMERICA INC COM 200340107 1,606 21,849 SH   SOLE 0 0 0 21,849
COMMERCIAL METALS CO COM 201723103 3,198 96,616 SH   SOLE 0 0 0 96,616
CONOCOPHILLIPS COM 20825C104 364 4,048 SH   SOLE 0 0 0 4,048
COSTCO WHSL CORP NEW COM 22160K105 1,297 2,705 SH   SOLE 0 0 0 2,705
CRACKER BARREL OLD CTRY STOR COM 22410J106 248 2,967 SH   SOLE 0 0 0 2,967
CULLEN FROST BANKERS INC COM 229899109 265 2,275 SH   SOLE 0 0 0 2,275
CVS HEALTH CORP COM 126650100 846 9,133 SH   SOLE 0 0 0 9,133
DIAMONDBACK ENERGY INC COM 25278X109 206 1,700 SH   SOLE 0 0 0 1,700
DUKE ENERGY CORP NEW COM NEW 26441C204 1,417 13,221 SH   SOLE 0 0 0 13,221
EAGLE MATLS INC COM 26969P108 1,210 11,010 SH   SOLE 0 0 0 11,010
ENCORE WIRE CORP COM 292562105 2,115 20,350 SH   SOLE 0 0 0 20,350
ENERGY TRANSFER LP COM UT LTD PTN 29273V100 645 64,624 SH   SOLE 0 0 0 64,624
ENLINK MIDSTREAM LLC COM UNIT REP LTD 29336T100 2,716 319,558 SH   SOLE 0 0 0 319,558
ETHAN ALLEN INTERIORS INC COM 297602104 2,030 100,431 SH   SOLE 0 0 0 100,431
EXXON MOBIL CORP COM 30231G102 4,884 57,018 SH   SOLE 0 0 0 57,018
FACEBOOK INC CL A 30303M102 1,842 11,423 SH   SOLE 0 0 0 11,423
FEDEX CORP COM 31428X106 3,039 13,406 SH   SOLE 0 0 0 13,406
FREEPORT-MCMORAN INC CL B 35671D857 1,180 40,334 SH   SOLE 0 0 0 40,334
GENERAL MTRS CO COM 37045V100 3,905 122,942 SH   SOLE 0 0 0 122,942
GEO GROUP INC NEW COM 36162J106 163 24,642 SH   SOLE 0 0 0 24,642
GLOBAL MED REIT INC COM NEW 37954A204 781 69,550 SH   SOLE 0 0 0 69,550
GOLDMAN SACHS GROUP INC COM 38141G104 653 2,200 SH   SOLE 0 0 0 2,200
HEALTHPEAK PROPERTIES INC COM 42250P103 235 9,074 SH   SOLE 0 0 0 9,074
HOME DEPOT INC COM 437076102 3,163 11,534 SH   SOLE 0 0 0 11,534
HONEYWELL INTL INC COM 438516106 426 2,450 SH   SOLE 0 0 0 2,450
INTERNATIONAL BUSINESS MACHS COM 459200101 427 3,025 SH   SOLE 0 0 0 3,025
INTERNATIONAL PAPER CO COM 460146103 541 12,934 SH   SOLE 0 0 0 12,934
JOHNSON & JOHNSON COM 478160104 3,309 18,644 SH   SOLE 0 0 0 18,644
JPMORGAN CHASE & CO COM 46625H100 1,310 11,636 SH   SOLE 0 0 0 11,636
KRAFT HEINZ CO COM 500754106 245 6,433 SH   SOLE 0 0 0 6,433
LILLY ELI & CO COM 532457108 1,150 3,547 SH   SOLE 0 0 0 3,547
LOCKHEED MARTIN CORP COM 539830109 247 575 SH   SOLE 0 0 0 575
LOWES COS INC COM 548661107 214 1,225 SH   SOLE 0 0 0 1,225
MATADOR RES CO COM 576485205 391 8,401 SH   SOLE 0 0 0 8,401
MCDONALDS CORP COM 580135101 1,152 4,665 SH   SOLE 0 0 0 4,665
MEDTRONIC PLC SHS G5960L103 711 7,921 SH   SOLE 0 0 0 7,921
MERCK & CO. INC COM 58933Y105 574 6,291 SH   SOLE 0 0 0 6,291
MICRON TECHNOLOGY INC COM 595112103 638 11,535 SH   SOLE 0 0 0 11,535
MICROSOFT CORP COM 594918104 4,277 16,655 SH   SOLE 0 0 0 16,655
MODERNA INC COM 60770K107 268 1,875 SH   SOLE 0 0 0 1,875
NCR CORP NEW COM 62886E108 291 9,350 SH   SOLE 0 0 0 9,350
NEW YORK CMNTY BANCORP INC COM 649445103 856 93,750 SH   SOLE 0 0 0 93,750
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 341 30,710 SH   SOLE 0 0 0 30,710
NVIDIA CORPORATION COM 67066G104 2,019 13,321 SH   SOLE 0 0 0 13,321
ON HLDG AG NAMEN AKT A H5919C104 308 17,400 SH   SOLE 0 0 0 17,400
ON SEMICONDUCTOR CORP COM 682189105 480 9,550 SH   SOLE 0 0 0 9,550
ONEOK INC NEW COM 682680103 3,492 62,924 SH   SOLE 0 0 0 62,924
PACKAGING CORP AMER COM 695156109 916 6,660 SH   SOLE 0 0 0 6,660
PAYPAL HLDGS INC COM 70450Y103 389 5,565 SH   SOLE 0 0 0 5,565
PEPSICO INC COM 713448108 613 3,677 SH   SOLE 0 0 0 3,677
PFIZER INC COM 717081103 2,023 38,592 SH   SOLE 0 0 0 38,592
PIONEER NAT RES CO COM 723787107 301 1,349 SH   SOLE 0 0 0 1,349
PROCTER AND GAMBLE CO COM 742718109 499 3,467 SH   SOLE 0 0 0 3,467
QUALCOMM INC COM 747525103 2,902 22,715 SH   SOLE 0 0 0 22,715
RAYTHEON TECHNOLOGIES CORP COM 75513E101 323 3,365 SH   SOLE 0 0 0 3,365
RLJ LODGING TR CUM CONV PFD A 74965L200 211 8,150 SH   SOLE 0 0 0 8,150
SCHWAB CHARLES CORP COM 808513105 423 6,700 SH   SOLE 0 0 0 6,700
SHERWIN WILLIAMS CO COM 824348106 287 1,283 SH   SOLE 0 0 0 1,283
SIMON PPTY GROUP INC NEW COM 828806109 252 2,650 SH   SOLE 0 0 0 2,650
SIX FLAGS ENTMT CORP NEW COM 83001A102 279 12,850 SH   SOLE 0 0 0 12,850
SOUTHERN CO COM 842587107 754 10,575 SH   SOLE 0 0 0 10,575
SOUTHWEST AIRLS CO COM 844741108 1,373 38,015 SH   SOLE 0 0 0 38,015
SPDR GOLD TR GOLD SHS 78463V107 593 3,518 SH   SOLE 0 0 0 3,518
SPIRIT AIRLS INC COM 848577102 385 16,150 SH   SOLE 0 0 0 16,150
SUNOPTA INC COM 8676EP108 208 26,680 SH   SOLE 0 0 0 26,680
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 411 5,025 SH   SOLE 0 0 0 5,025
TARGET CORP COM 87612E106 1,236 8,753 SH   SOLE 0 0 0 8,753
TEXAS INSTRS INC COM 882508104 323 2,101 SH   SOLE 0 0 0 2,101
TEXAS PACIFIC LAND CORPORATI COM 88262P102 17,154 11,528 SH   SOLE 0 0 0 11,528
TRIUMPH BANCORP INC COM 89679E300 1,390 22,222 SH   SOLE 0 0 0 22,222
UBER TECHNOLOGIES INC COM 90353T100 848 41,425 SH   SOLE 0 0 0 41,425
UNITED PARCEL SERVICE INC CL B 911312106 1,502 8,231 SH   SOLE 0 0 0 8,231
UNITED RENTALS INC COM 911363109 243 1,000 SH   SOLE 0 0 0 1,000
UPLAND SOFTWARE INC COM 91544A109 296 20,400 SH   SOLE 0 0 0 20,400
VERIZON COMMUNICATIONS INC COM 92343V104 2,418 47,635 SH   SOLE 0 0 0 47,635
WALMART INC COM 931142103 602 4,948 SH   SOLE 0 0 0 4,948
WELLS FARGO CO NEW COM 949746101 425 10,850 SH   SOLE 0 0 0 10,850
WHIRLPOOL CORP COM 963320106 1,179 7,611 SH   SOLE 0 0 0 7,611
WILLIAMS SONOMA INC COM 969904101 675 6,088 SH   SOLE 0 0 0 6,088
XCEL ENERGY INC COM 98389B100 2,926 41,396 SH   SOLE 0 0 0 41,396