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
BP PLC ADR 055622104 288 6,911 SH   SOLE   0 0 6,911
GLAXOSMITHKLINE PLC ADR 37733W105 256 6,400 SH   SOLE   0 0 6,400
AMAZON COM INC CAL 023135906 1,418 45 SH   SOLE   0 0 45
BOEING CO CAL 097023905 745 400 SH   SOLE   0 0 400
EXACT SCIENCES CORP CAL 30063P905 1,780 550 SH   SOLE   0 0 550
JOHNSON & JOHNSON CAL 478160904 1,418 525 SH   SOLE   0 0 525
KANSAS CITY SOUTHERN CAL 485170902 1,040 500 SH   SOLE   0 0 500
ABBOTT LABS COM 002824100 1,063 12,640 SH   SOLE   0 0 12,640
ABBVIE INC COM 00287Y109 2,455 33,766 SH   SOLE   0 0 33,766
ABRAXAS PETE CORP COM 003830106 104 101,000 SH   SOLE   0 0 101,000
AGCO CORP COM 001084102 399 5,139 SH   SOLE   0 0 5,139
ALASKA AIR GROUP INC COM 011659109 386 6,035 SH   SOLE   0 0 6,035
ALLEGHENY TECHNOLOGI COM 01741R102 5,139 203,945 SH   SOLE   0 0 203,945
ALPHABET INC CL A COM 02079K305 800 739 SH   SOLE   0 0 739
ALPHABET INC CL C COM 02079K107 415 384 SH   SOLE   0 0 384
AMAZON COM INC COM 023135106 2,144 1,132 SH   SOLE   0 0 1,132
AMERICAN AIRLS GROUP COM 02376R102 12,898 395,511 SH   SOLE   0 0 395,511
AMERICAN EAGLE OUTFI COM 02553E106 9,650 571,024 SH   SOLE   0 0 571,024
AMERICAN EXPRESS CO COM 025816109 1,569 12,708 SH   SOLE   0 0 12,708
APPLE INC COM 037833100 4,865 24,583 SH   SOLE   0 0 24,583
APPLIED MATLS INC COM 038222105 2,466 54,916 SH   SOLE   0 0 54,916
APPROACH RESOURCES I COM 03834A103 3 10,000 SH   SOLE   0 0 10,000
AQUA METALS INC COM 03837J101 17 10,000 SH   SOLE   0 0 10,000
ARCHER DANIELS MIDLA COM 039483102 467 11,447 SH   SOLE   0 0 11,447
ARCOSA INC COM 039653100 7,326 194,695 SH   SOLE   0 0 194,695
AT HOME GROUP INC COM 04650Y100 6,280 942,895 SH   SOLE   0 0 942,895
AT&T INC COM 00206R102 2,079 62,054 SH   SOLE   0 0 62,054
ATMOS ENERGY CORP COM 049560105 378 3,582 SH   SOLE   0 0 3,582
BANK AMER CORP COM 060505104 5,997 206,808 SH   SOLE   0 0 206,808
BERKSHIRE HATHAWAY CL B COM 084670702 510 2,391 SH   SOLE   0 0 2,391
BLUE BIRD CORP COM 095306106 298 15,110 SH   SOLE   0 0 15,110
BOEING CO COM 097023105 10,033 27,561 SH   SOLE   0 0 27,561
BOSTON SCIENTIFIC CO COM 101137107 2,778 64,634 SH   SOLE   0 0 64,634
BRINKER INTL INC COM 109641100 7,362 187,100 SH   SOLE   0 0 187,100
BROOKS AUTOMATION IN COM 114340102 13,747 354,755 SH   SOLE   0 0 354,755
BRUNSWICK CORP COM 117043109 13,749 299,600 SH   SOLE   0 0 299,600
CAE INC COM 124765108 2,015 75,000 SH   SOLE   0 0 75,000
CALERES INC COM 129500104 7,034 353,121 SH   SOLE   0 0 353,121
CALLON PETE CO DEL COM 13123X102 354 53,700 SH   SOLE   0 0 53,700
CAPRI HOLDINGS LIMIT COM G1890L107 7,981 230,135 SH   SOLE   0 0 230,135
CATERPILLAR INC DEL COM 149123101 2,334 17,128 SH   SOLE   0 0 17,128
CECO ENVIRONMENTAL C COM 125141101 432 45,000 SH   SOLE   0 0 45,000
CENTURY CMNTYS INC COM 156504300 16,466 619,492 SH   SOLE   0 0 619,492
CHEVRON CORP NEW COM 166764100 2,017 16,209 SH   SOLE   0 0 16,209
CINEMARK HOLDINGS IN COM 17243V102 5,476 151,679 SH   SOLE   0 0 151,679
CISCO SYS INC COM 17275R102 2,257 41,240 SH   SOLE   0 0 41,240
CITIGROUP INC COM 172967424 1,188 16,959 SH   SOLE   0 0 16,959
CLARUS CORP NEW COM 18270P109 407 28,215 SH   SOLE   0 0 28,215
CLEVELAND CLIFFS INC COM 185899101 25,219 2,363,545 SH   SOLE   0 0 2,363,545
COCA COLA CO COM 191216100 1,515 29,760 SH   SOLE   0 0 29,760
COMERICA INC COM 200340107 400 5,500 SH   SOLE   0 0 5,500
COMMERCIAL METALS CO COM 201723103 39,227 2,197,590 SH   SOLE   0 0 2,197,590
COMSTOCK RES INC COM 205768302 5,121 919,351 SH   SOLE   0 0 919,351
CONCHO RES INC COM 20605P101 286 2,771 SH   SOLE   0 0 2,771
CONNS INC COM 208242107 8,648 485,300 SH   SOLE   0 0 485,300
CONTINENTAL RESOURCE COM 212015101 615 14,600 SH   SOLE   0 0 14,600
COSTCO WHSL CORP NEW COM 22160K105 1,364 5,162 SH   SOLE   0 0 5,162
COVENANT TRANSN GROU COM 22284P105 172 11,700 SH   SOLE   0 0 11,700
CRAWFORD & CO COM 224633206 329 31,200 SH   SOLE   0 0 31,200
CREE INC COM 225447101 10,012 178,215 SH   SOLE   0 0 178,215
CRYOLIFE INC COM 228903100 5,262 175,795 SH   SOLE   0 0 175,795
CUMMINS INC COM 231021106 839 4,896 SH   SOLE   0 0 4,896
CVS HEALTH CORP COM 126650100 799 14,657 SH   SOLE   0 0 14,657
CYBERARK SOFTWARE LT COM M2682V108 3,481 27,228 SH   SOLE   0 0 27,228
CYPRESS SEMICONDUCTO COM 232806109 7,598 341,645 SH   SOLE   0 0 341,645
CYRUSONE INC COM 23283R100 6,622 114,719 SH   SOLE   0 0 114,719
D R HORTON INC COM 23331A109 1,915 44,397 SH   SOLE   0 0 44,397
DELTA AIR LINES INC COM 247361702 4,566 80,459 SH   SOLE   0 0 80,459
DELTA APPAREL INC COM 247368103 348 15,000 SH   SOLE   0 0 15,000
DEXCOM INC COM 252131107 733 4,895 SH   SOLE   0 0 4,895
DIAMONDBACK ENERGY I COM 25278X109 8,560 78,556 SH   SOLE   0 0 78,556
DIODES INC COM 254543101 3,128 86,000 SH   SOLE   0 0 86,000
DISNEY WALT CO COM 254687106 2,688 19,251 SH   SOLE   0 0 19,251
DIXIE GROUP INC CL A COM 255519100 914 1,575,034 SH   SOLE   0 0 1,575,034
DOW INC COM 260557103 798 16,179 SH   SOLE   0 0 16,179
DUKE ENERGY CORP NEW COM 26441C204 639 7,239 SH   SOLE   0 0 7,239
EAGLE MATERIALS INC COM 26969P108 27,949 301,504 SH   SOLE   0 0 301,504
ELDORADO RESORTS INC COM 28470R102 7,986 173,345 SH   SOLE   0 0 173,345
ELECTROCORE INC COM 28531P103 463 231,719 SH   SOLE   0 0 231,719
ENCORE WIRE CORP COM 292562105 11,618 198,320 SH   SOLE   0 0 198,320
ENTERPRISE PRODS PAR COM 293792107 419 14,500 SH   SOLE   0 0 14,500
EXACT SCIENCES CORP COM 30063P105 18,623 157,770 SH   SOLE   0 0 157,770
EXXON MOBIL CORP COM 30231G102 4,563 59,543 SH   SOLE   0 0 59,543
EZCORP INC COM 302301106 390 41,150 SH   SOLE   0 0 41,150
FACEBOOK INC COM 30303M102 2,767 14,336 SH   SOLE   0 0 14,336
FALCON MINERALS CORP COM 30607B109 160 19,000 SH   SOLE   0 0 19,000
FEDEX CORP COM 31428X106 3,562 21,693 SH   SOLE   0 0 21,693
FIVE BELOW INC COM 33829M101 480 4,000 SH   SOLE   0 0 4,000
FLOOR & DECOR HLDGS COM 339750101 10,970 261,815 SH   SOLE   0 0 261,815
FORTINET INC COM 34959E109 579 7,531 SH   SOLE   0 0 7,531
FREEPORT-MCMORAN INC COM 35671D857 125 10,775 SH   SOLE   0 0 10,775
G1 THERAPEUTICS INC COM 3621LQ109 235 7,654 SH   SOLE   0 0 7,654
GENERAL MTRS CO COM 37045V100 510 13,235 SH   SOLE   0 0 13,235
GEO GROUP INC NEW COM 36162J106 4,526 215,402 SH   SOLE   0 0 215,402
GIBRALTAR INDS INC COM 374689107 4,555 112,855 SH   SOLE   0 0 112,855
GOGO INC COM 38046C109 3,990 1,002,600 SH   SOLE   0 0 1,002,600
GOOSEHEAD INS INC COM 38267D109 16,033 335,410 SH   SOLE   0 0 335,410
GREAT LAKES DREDGE & COM 390607109 331 30,000 SH   SOLE   0 0 30,000
HALLIBURTON CO COM 406216101 430 18,929 SH   SOLE   0 0 18,929
HALLMARK FINL SVCS I COM 40624Q203 199 14,005 SH   SOLE   0 0 14,005
HANOVER INS GROUP IN COM 410867105 12,031 93,775 SH   SOLE   0 0 93,775
HEALTHEQUITY INC COM 42226A107 10,070 153,975 SH   SOLE   0 0 153,975
HELMERICH & PAYNE IN COM 423452101 1,581 31,227 SH   SOLE   0 0 31,227
HILLTOP HOLDINGS INC COM 432748101 13,412 630,546 SH   SOLE   0 0 630,546
HOME DEPOT INC COM 437076102 5,930 28,516 SH   SOLE   0 0 28,516
HONEYWELL INTL INC COM 438516106 532 3,045 SH   SOLE   0 0 3,045
HORACE MANN EDUCATOR COM 440327104 322 8,000 SH   SOLE   0 0 8,000
IBERIABANK CORP COM 450828108 228 3,000 SH   SOLE   0 0 3,000
ICHOR HOLDINGS COM G4740B105 307 13,000 SH   SOLE   0 0 13,000
INDEPENDENT BK GROUP COM 45384B106 9,549 173,736 SH   SOLE   0 0 173,736
INSULET CORP COM 45784P101 233 1,950 SH   SOLE   0 0 1,950
INSULET CORP COM 45784P901 1,785 500 SH   SOLE   0 0 500
INTEGER HLDGS CORP COM 45826H109 277 3,305 SH   SOLE   0 0 3,305
INTEL CORP COM 458140100 3,937 82,243 SH   SOLE   0 0 82,243
INTL PAPER CO COM 460146103 6,304 145,527 SH   SOLE   0 0 145,527
JOHNSON & JOHNSON COM 478160104 6,990 50,189 SH   SOLE   0 0 50,189
JPMORGAN CHASE & CO COM 46625H100 3,574 31,966 SH   SOLE   0 0 31,966
KANSAS CITY SOUTHERN COM 485170302 1,128 9,261 SH   SOLE   0 0 9,261
KIMBALL ELECTRONICS COM 49428J109 162 10,000 SH   SOLE   0 0 10,000
KIRBY CORP COM 497266106 398 5,033 SH   SOLE   0 0 5,033
KKR & CO INC COM 48251W104 466 18,431 SH   SOLE   0 0 18,431
LAWSON PRODS INC COM 520776105 203 5,530 SH   SOLE   0 0 5,530
LEGACY TEX FINL GROU COM 52471Y106 11,414 280,371 SH   SOLE   0 0 280,371
LENNAR CORP COM 526057104 521 10,750 SH   SOLE   0 0 10,750
LGI HOMES INC COM 50187T106 821 11,496 SH   SOLE   0 0 11,496
LILLY ELI & CO COM 532457108 406 3,666 SH   SOLE   0 0 3,666
LIVE NATION ENTERTAI COM 538034109 663 10,000 SH   SOLE   0 0 10,000
LOCKHEED MARTIN CORP COM 539830109 648 1,783 SH   SOLE   0 0 1,783
LOWES COS INC COM 548661107 2,536 25,130 SH   SOLE   0 0 25,130
LUBYS INC COM 549282101 1,843 1,706,885 SH   SOLE   0 0 1,706,885
LYON WILLIAM HOMES COM 552074700 5,376 294,900 SH   SOLE   0 0 294,900
MASTERCARD INC COM 57636Q104 575 2,175 SH   SOLE   0 0 2,175
MATADOR RES CO COM 576485205 19,011 956,277 SH   SOLE   0 0 956,277
MCDONALDS CORP COM 580135101 605 2,913 SH   SOLE   0 0 2,913
MERCK & CO INC COM 58933Y105 5,806 69,242 SH   SOLE   0 0 69,242
MERIT MED SYS INC COM 589889104 11,039 185,345 SH   SOLE   0 0 185,345
MICRON TECHNOLOGY IN COM 595112103 9,623 249,363 SH   SOLE   0 0 249,363
MICROSOFT CORP COM 594918104 6,854 51,163 SH   SOLE   0 0 51,163
MOHAWK INDS INC COM 608190104 224 1,518 SH   SOLE   0 0 1,518
MVC CAPITAL INC COM 553829102 92 10,000 SH   SOLE   0 0 10,000
NABORS INDUSTRIES LT COM G6359F103 58 20,000 SH   SOLE   0 0 20,000
NCR CORP NEW COM 62886E108 14,102 453,445 SH   SOLE   0 0 453,445
NIKE INC COM 654106103 512 6,094 SH   SOLE   0 0 6,094
NORTHWEST PIPE CO COM 667746101 438 17,000 SH   SOLE   0 0 17,000
NORWEGIAN CRUISE LIN COM G66721104 9,203 171,594 SH   SOLE   0 0 171,594
NUVECTRA CORP COM 67075N108 144 43,002 SH   SOLE   0 0 43,002
NVIDIA CORP COM 67066G104 230 1,400 SH   SOLE   0 0 1,400
NXP SEMICONDUCTORS N COM N6596X109 3,648 37,375 SH   SOLE   0 0 37,375
NXP SEMICONDUCTORS N COM N6596X909 1,391 750 SH   SOLE   0 0 750
OLLIES BARGAIN OUTLT COM 681116109 9,277 106,500 SH   SOLE   0 0 106,500
ON SEMICONDUCTOR COR COM 682189105 404 20,000 SH   SOLE   0 0 20,000
ONEOK INC NEW COM 682680103 3,461 50,293 SH   SOLE   0 0 50,293
OWENS CORNING NEW COM 690742101 723 12,419 SH   SOLE   0 0 12,419
PARSLEY ENERGY INC COM 701877102 1,024 53,850 SH   SOLE   0 0 53,850
PAYPAL HLDGS INC COM 70450Y103 641 5,600 SH   SOLE   0 0 5,600
PENNEY J C CORP INC COM 708160106 56 49,000 SH   SOLE   0 0 49,000
PEPSICO INC COM 713448108 1,810 13,806 SH   SOLE   0 0 13,806
PETIQ INC COM 71639T106 5,724 173,670 SH   SOLE   0 0 173,670
PHILIP MORRIS INTL I COM 718172109 269 3,425 SH   SOLE   0 0 3,425
PINNACLE FINL PARTNE COM 72346Q104 230 4,000 SH   SOLE   0 0 4,000
PIONEER NAT RES CO COM 723787107 300 1,950 SH   SOLE   0 0 1,950
PROCTER AND GAMBLE C COM 742718109 1,438 13,111 SH   SOLE   0 0 13,111
PROPETRO HLDG CORP COM 74347M108 466 22,500 SH   SOLE   0 0 22,500
REGIS CORP MINN COM 758932107 548 33,000 SH   SOLE   0 0 33,000
RH COM 74967X103 11,428 98,857 SH   SOLE   0 0 98,857
RING ENERGY INC COM 76680V108 36 11,000 SH   SOLE   0 0 11,000
RYMAN HOSPITALITY PP COM 78377T107 2,290 28,241 SH   SOLE   0 0 28,241
SAIA INC COM 78709Y105 5,504 85,115 SH   SOLE   0 0 85,115
SCHLUMBERGER LTD COM 806857108 1,573 39,590 SH   SOLE   0 0 39,590
SEASPINE HLDGS CORP COM 81255T108 172 13,000 SH   SOLE   0 0 13,000
SHOE CARNIVAL INC COM 824889109 2,396 86,801 SH   SOLE   0 0 86,801
SMARTSHEET INC COM 83200N103 4,718 97,470 SH   SOLE   0 0 97,470
SMUCKER J M CO COM 832696405 576 5,002 SH   SOLE   0 0 5,002
SOUTHERN CO COM 842587107 256 4,624 SH   SOLE   0 0 4,624
SOUTHWEST AIRLS CO COM 844741108 3,529 69,501 SH   SOLE   0 0 69,501
SPDR GOLD TRUST COM 78463V107 395 2,965 SH   SOLE   0 0 2,965
SPIRIT AIRLS INC COM 848577102 11,662 244,325 SH   SOLE   0 0 244,325
SQUARE INC COM 852234103 5,799 79,950 SH   SOLE   0 0 79,950
STARBUCKS CORP COM 855244109 343 4,097 SH   SOLE   0 0 4,097
STONERIDGE INC COM 86183P102 284 9,000 SH   SOLE   0 0 9,000
SUNRUN INC COM 86771W105 1,548 82,500 SH   SOLE   0 0 82,500
TANDEM DIABETES CARE COM 875372203 7,277 112,780 SH   SOLE   0 0 112,780
TAPESTRY INC COM 876030107 1,544 48,675 SH   SOLE   0 0 48,675
TARGA RES CORP COM 87612G101 1,297 33,044 SH   SOLE   0 0 33,044
TEAM INC COM 878155100 586 38,245 SH   SOLE   0 0 38,245
TEXAS CAPITAL BANCSH COM 88224Q107 233 3,792 SH   SOLE   0 0 3,792
TEXAS INSTRS INC COM 882508104 2,390 20,825 SH   SOLE   0 0 20,825
TEXAS PAC LD TR COM 882610108 53,983 68,594 SH   SOLE   0 0 68,594
TEXAS ROADHOUSE INC COM 882681109 9,081 169,198 SH   SOLE   0 0 169,198
TILLYS INC COM 886885102 122 16,000 SH   SOLE   0 0 16,000
TOWER INTL INC COM 891826109 433 22,200 SH   SOLE   0 0 22,200
TRIUMPH BANCORP INC COM 89679E300 17,181 591,421 SH   SOLE   0 0 591,421
TWILIO INC COM 90138F102 7,168 52,568 SH   SOLE   0 0 52,568
TWITTER INC COM 90184L102 7,134 204,400 SH   SOLE   0 0 204,400
TYLER TECHNOLOGIES I COM 902252105 302 1,400 SH   SOLE   0 0 1,400
TYSON FOODS INC COM 902494103 4,909 60,801 SH   SOLE   0 0 60,801
U S CONCRETE INC COM 90333L201 18,142 365,105 SH   SOLE   0 0 365,105
UNION PACIFIC CORP COM 907818108 2,688 15,894 SH   SOLE   0 0 15,894
UNITED CONTL HLDGS I COM 910047109 1,913 21,850 SH   SOLE   0 0 21,850
UNITED PARCEL SERV CL B COM 911312106 378 3,660 SH   SOLE   0 0 3,660
UNITED RENTALS INC COM 911363109 1,290 9,730 SH   SOLE   0 0 9,730
UNITED STATES STL CO COM 912909108 8,781 573,531 SH   SOLE   0 0 573,531
UPLAND SOFTWARE INC COM 91544A109 4,626 101,597 SH   SOLE   0 0 101,597
VENTAS INC COM 92276F100 232 3,400 SH   SOLE   0 0 3,400
VERITEX HLDGS INC COM 923451108 501 19,300 SH   SOLE   0 0 19,300
VERIZON COMMUNICATIO COM 92343V104 3,280 57,410 SH   SOLE   0 0 57,410
VIRTU FINL INC COM 928254101 2,178 100,000 SH   SOLE   0 0 100,000
VISA INC COM 92826C839 2,453 14,134 SH   SOLE   0 0 14,134
VISTRA ENERGY CORP COM 92840M102 687 30,342 SH   SOLE   0 0 30,342
WAITR HLDGS INC COM 930752100 14,308 2,274,730 SH   SOLE   0 0 2,274,730
WALMART INC COM 931142103 5,254 47,549 SH   SOLE   0 0 47,549
WELLS FARGO CO NEW COM 949746101 529 11,182 SH   SOLE   0 0 11,182
WHIRLPOOL CORP COM 963320106 653 4,590 SH   SOLE   0 0 4,590
WHITING PETE CORP NE COM 966387409 4,424 236,840 SH   SOLE   0 0 236,840
WPX ENERGY INC COM 98212B103 12,077 1,049,228 SH   SOLE   0 0 1,049,228
XCEL ENERGY INC COM 98389B100 256 4,300 SH   SOLE   0 0 4,300
YETI HLDGS INC COM 98585X104 18,653 644,305 SH   SOLE   0 0 644,305
BLACKSTONE GROUP L P LTP 09253U108 934 21,037 SH   SOLE   0 0 21,037
ENERGY TRANSFER LP LTP 29273V100 1,011 71,823 SH   SOLE   0 0 71,823
ENLINK MIDSTREAM LLC LTP 29336T100 3,687 365,409 SH   SOLE   0 0 365,409
NOBLE MIDSTREAM PART LTP 65506L105 382 11,500 SH   SOLE   0 0 11,500
PLAINS GP HLDGS L P LTP 72651A207 208 8,348 SH   SOLE   0 0 8,348
REAVES UTIL INCOME F MTF 756158101 754 21,069 SH   SOLE   0 0 21,069
RLJ LODGING TR PFD 74965L200 394 15,050 SH   SOLE   0 0 15,050
ISHARES INC UIU 464286822 217 5,000 SH   SOLE   0 0 5,000