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
ALPS ETF TR ALERIAN MLP 00162Q452 9,684 281,100 SH   SOLE 0 233,679 0 47,421
APPLE INC COM 037833100 7,563 55,317 SH   SOLE 0 48,615 0 6,702
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 10,155 37,194 SH   SOLE 0 32,934 0 4,260
BRISTOL-MYERS SQUIBB CO COM 110122108 9,822 127,556 SH   SOLE 0 113,578 0 13,978
BROADCOM INC COM 11135F101 7,808 16,073 SH   SOLE 0 14,088 0 1,985
CAMECO CORP COM 13321L108 3,396 161,565 SH   SOLE 0 142,529 0 19,036
CVS HEALTH CORP COM 126650100 10,093 108,923 SH   SOLE 0 96,138 0 12,785
DOW INC COM 260557103 11,219 217,376 SH   SOLE 0 192,000 0 25,376
ENTERPRISE PRODS PARTNERS L COM 293792107 606 24,855 SH   SOLE 0 0 0 24,855
EQT CORP COM 26884L109 15,298 444,702 SH   SOLE 0 391,007 0 53,695
FRANCO NEV CORP COM 351858105 4,665 35,453 SH   SOLE 0 33,346 0 2,107
KIRBY CORP COM 497266106 9,973 163,915 SH   SOLE 0 144,576 0 19,339
MASTEC INC COM 576323109 9,165 127,895 SH   SOLE 0 112,258 0 15,637
MCKESSON CORP COM 58155Q103 12,371 37,924 SH   SOLE 0 34,295 0 3,629
MICROCHIP TECHNOLOGY INC. COM 595017104 6,498 111,873 SH   SOLE 0 98,039 0 13,834
MICROSOFT CORP COM 594918104 8,024 31,241 SH   SOLE 0 27,345 0 3,896
MORGAN STANLEY COM NEW 617446448 822 10,805 SH   SOLE 0 0 0 10,805
NMI HLDGS INC CL A 629209305 4,871 292,528 SH   SOLE 0 282,870 0 9,658
OCCIDENTAL PETE CORP COM 674599105 13,658 231,962 SH   SOLE 0 202,883 0 29,079
PFIZER INC COM 717081103 1,267 24,164 SH   SOLE 0 11,159 0 13,005
ROYAL GOLD INC COM 780287108 4,496 42,103 SH   SOLE 0 39,675 0 2,428
RUSH ENTERPRISES INC CL A 781846209 11,588 240,406 SH   SOLE 0 228,456 0 11,950
RUSH ENTERPRISES INC CL B 781846308 323 6,507 SH   SOLE 0 5,694 0 813
SCHLUMBERGER LTD COM STK 806857108 11,105 310,543 SH   SOLE 0 273,488 0 37,055
SPDR GOLD TR GOLD SHS 78463V107 2,467 14,645 SH   SOLE 0 8,883 0 5,762
TENNECO INC CL A VTG COM STK 880349105 9,475 552,169 SH   SOLE 0 499,479 0 52,690
UNITEDHEALTH GROUP INC COM 91324P102 12,596 24,524 SH   SOLE 0 21,724 0 2,800
WABTEC COM 929740108 4,545 55,375 SH   SOLE 0 49,699 0 5,676