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 4,811 35,825 SH   SOLE 0 7,725 0 28,100
ACADEMY SPORTS & OUTDOORS IN COM 00402L107 8,608 204,065 SH   SOLE 0 179,374 0 24,691
ACTIVISION BLIZZARD INC COM 00507V109 595 8,000 SH   SOLE 0 8,000 0 0
ADVANCED MICRO DEVICES INC COM 007903107 399 6,301 SH   SOLE 0 0 0 6,301
AGCO CORP COM 001084102 1,016 10,563 SH   SOLE 0 0 0 10,563
AIRBNB INC COM CL A 009066101 6,151 58,556 SH   SOLE 0 45,318 0 13,238
ALPHABET INC CAP STK CL A 02079K305 943 9,854 SH   SOLE 0 0 0 9,854
ALPHABET INC CAP STK CL C 02079K107 1,841 19,140 SH   SOLE 0 0 0 19,140
AMAZON COM INC COM 023135106 4,352 38,508 SH   SOLE 0 11,100 0 27,408
AMERICAN EAGLE OUTFITTERS IN COM 02553E106 1,077 110,683 SH   SOLE 0 18,100 0 92,583
AMERICAN EXPRESS CO COM 025816109 4,116 30,508 SH   SOLE 0 6,685 0 23,823
AMERICAN INTL GROUP INC COM NEW 026874784 308 6,490 SH   SOLE 0 0 0 6,490
APPLE INC COM 037833100 8,694 62,899 SH   SOLE 0 13,066 0 49,833
APPLIED MATLS INC COM 038222105 440 5,350 SH   SOLE 0 0 0 5,350
ARCHER DANIELS MIDLAND CO COM 039483102 403 5,010 SH   SOLE 0 0 0 5,010
AT&T INC COM 00206R102 704 45,920 SH   SOLE 0 0 0 45,920
AUTOZONE INC COM 053332102 214 100 SH   SOLE 0 0 0 100
AVNET INC COM 053807103 1,726 47,773 SH   SOLE 0 45,000 0 2,773
AZEK CO INC CL A 05478C105 9,476 570,122 SH   SOLE 0 433,835 0 136,287
AZZ INC COM 002474104 336 9,200 SH   SOLE 0 9,000 0 200
BANCFIRST CORP COM 05945F103 358 4,000 SH   SOLE 0 4,000 0 0
BAUSCH PLUS LOMB CORP COMMON SHARES 071705107 2,379 155,077 SH   SOLE 0 150,000 0 5,077
BECTON DICKINSON & CO COM 075887109 755 3,387 SH   SOLE 0 0 0 3,387
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,646 6,163 SH   SOLE 0 1,250 0 4,913
BK OF AMERICA CORP COM 060505104 5,166 171,025 SH   SOLE 0 24,999 0 146,026
BLACKSTONE INC COM 09260D107 1,355 16,189 SH   SOLE 0 0 0 16,189
BLOCK H & R INC COM 093671105 340 8,000 SH   SOLE 0 8,000 0 0
BOEING CO COM 097023105 796 6,569 SH   SOLE 0 0 0 6,569
BOYD GAMING CORP COM 103304101 3,757 78,856 SH   SOLE 0 76,070 0 2,786
BRISTOL-MYERS SQUIBB CO COM 110122108 1,283 18,052 SH   SOLE 0 0 0 18,052
BRUNSWICK CORP COM 117043109 4,061 62,050 SH   SOLE 0 57,145 0 4,905
BUILDERS FIRSTSOURCE INC COM 12008R107 6,179 104,886 SH   SOLE 0 60,764 0 44,122
CALLAWAY GOLF CO COM 131193104 10,805 560,843 SH   SOLE 0 317,290 0 243,553
CARPARTS COM INC COM 14427M107 239 46,140 SH   SOLE 0 42,570 0 3,570
CATERPILLAR INC COM 149123101 2,118 12,910 SH   SOLE 0 4,811 0 8,099
CF INDS HLDGS INC COM 125269100 269 2,795 SH   SOLE 0 0 0 2,795
CHESAPEAKE ENERGY CORP COM 165167735 10,497 111,425 SH   SOLE 0 84,700 0 26,725
CHEVRON CORP NEW COM 166764100 816 5,679 SH   SOLE 0 1,423 0 4,256
CHUBB LIMITED COM H1467J104 1,729 9,504 SH   SOLE 0 4,445 0 5,059
CINEMARK HLDGS INC COM 17243V102 6,912 570,793 SH   SOLE 0 512,500 0 58,293
CISCO SYS INC COM 17275R102 1,253 31,320 SH   SOLE 0 0 0 31,320
CITIGROUP INC COM NEW 172967424 268 6,437 SH   SOLE 0 0 0 6,437
CLEVELAND-CLIFFS INC NEW COM 185899101 14,830 1,100,932 SH   SOLE 0 750,871 0 350,061
COCA COLA CO COM 191216100 1,658 29,589 SH   SOLE 0 0 0 29,589
COMERICA INC COM 200340107 2,009 28,255 SH   SOLE 0 0 0 28,255
COMMERCIAL METALS CO COM 201723103 17,991 507,041 SH   SOLE 0 339,130 0 167,911
COMSTOCK RES INC COM 205768302 195 11,278 SH   SOLE 0 0 0 11,278
CONOCOPHILLIPS COM 20825C104 1,810 17,690 SH   SOLE 0 5,625 0 12,065
COSTCO WHSL CORP NEW COM 22160K105 2,308 4,886 SH   SOLE 0 2,448 0 2,438
CRACKER BARREL OLD CTRY STOR COM 22410J106 327 3,528 SH   SOLE 0 0 0 3,528
CULLEN FROST BANKERS INC COM 229899109 279 2,113 SH   SOLE 0 0 0 2,113
CVS HEALTH CORP COM 126650100 303 3,181 SH   SOLE 0 0 0 3,181
CYBERARK SOFTWARE LTD SHS M2682V108 5,480 36,550 SH   SOLE 0 32,850 0 3,700
DARDEN RESTAURANTS INC COM 237194105 370 2,929 SH   SOLE 0 0 0 2,929
DEERE & CO COM 244199105 1,664 4,985 SH   SOLE 0 4,000 0 985
DELTA AIR LINES INC DEL COM NEW 247361702 527 18,775 SH   SOLE 0 0 0 18,775
DEVON ENERGY CORP NEW COM 25179M103 1,556 25,885 SH   SOLE 0 0 0 25,885
DIAMONDBACK ENERGY INC COM 25278X109 431 3,582 SH   SOLE 0 0 0 3,582
DIGI INTL INC COM 253798102 519 15,000 SH   SOLE 0 15,000 0 0
DIODES INC COM 254543101 5,041 77,658 SH   SOLE 0 76,000 0 1,658
DISTRIBUTION SOLUTIONS GRP I COM 520776105 2,318 82,296 SH   SOLE 0 72,525 0 9,771
DIXIE GROUP INC CL A 255519100 1,360 1,259,411 SH   SOLE 0 1,014,077 0 245,334
DOLLAR TREE INC COM 256746108 1,165 8,560 SH   SOLE 0 4,000 0 4,560
DUKE ENERGY CORP NEW COM NEW 26441C204 805 8,654 SH   SOLE 0 0 0 8,654
DUTCH BROS INC CL A 26701L100 404 12,956 SH   SOLE 0 12,956 0 0
DZS INC COM 268211109 2,328 206,036 SH   SOLE 0 184,800 0 21,236
EAGLE MATLS INC COM 26969P108 13,182 122,995 SH   SOLE 0 88,423 0 34,572
EDUCATIONAL DEV CORP COM 281479105 32 13,275 SH   SOLE 0 0 0 13,275
ENCORE WIRE CORP COM 292562105 20,003 173,118 SH   SOLE 0 99,294 0 73,824
ENERGY TRANSFER L P COM UT LTD PTN 29273V100 1,894 171,673 SH   SOLE 0 0 0 171,673
ENLINK MIDSTREAM LLC COM UNIT REP LTD 29336T100 4,432 498,499 SH   SOLE 0 25,000 0 473,499
ENTERPRISE PRODS PARTNERS L COM 293792107 541 22,766 SH   SOLE 0 0 0 22,766
ETHAN ALLEN INTERIORS INC COM 297602104 6,464 305,761 SH   SOLE 0 195,466 0 110,295
EUROPEAN WAX CTR INC CLASS A COM 29882P106 2,821 152,876 SH   SOLE 0 132,003 0 20,873
EXXON MOBIL CORP COM 30231G102 7,602 87,053 SH   SOLE 0 22,350 0 64,703
FARMER BROS CO COM 307675108 489 104,210 SH   SOLE 0 98,825 0 5,385
FEDEX CORP COM 31428X106 3,482 23,444 SH   SOLE 0 3,553 0 19,891
FIRST HORIZON CORPORATION COM 320517105 315 13,752 SH   SOLE 0 0 0 13,752
FORD MTR CO DEL COM 345370860 347 31,000 SH   SOLE 0 0 0 31,000
FREEPORT-MCMORAN INC CL B 35671D857 8,158 298,438 SH   SOLE 0 149,274 0 149,164
FRONTIER GROUP HLDGS INC COM 35909R108 5,898 608,085 SH   SOLE 0 600,000 0 8,085
GENERAC HLDGS INC COM 368736104 1,037 5,828 SH   SOLE 0 0 0 5,828
GENERAL MTRS CO COM 37045V100 11,612 361,727 SH   SOLE 0 128,974 0 232,753
GEO GROUP INC NEW COM 36162J106 3,020 392,188 SH   SOLE 0 302,750 0 89,438
GLOBAL MED REIT INC COM NEW 37954A204 534 62,634 SH   SOLE 0 0 0 62,634
GOLDMAN SACHS GROUP INC COM 38141G104 1,478 5,043 SH   SOLE 0 0 0 5,043
GOOSEHEAD INS INC COM CL A 38267D109 3,038 85,235 SH   SOLE 0 85,035 0 200
GRAPHIC PACKAGING HLDG CO COM 388689101 2,035 103,082 SH   SOLE 0 92,952 0 10,130
HAWAIIAN HOLDINGS INC COM 419879101 1,740 132,311 SH   SOLE 0 125,000 0 7,311
HIGHPEAK ENERGY INC COM 43114Q105 853 39,400 SH   SOLE 0 25,810 0 13,590
HILLTOP HOLDINGS INC COM 432748101 5,901 237,453 SH   SOLE 0 198,100 0 39,353
HOME DEPOT INC COM 437076102 5,251 19,028 SH   SOLE 0 3,286 0 15,742
HONEYWELL INTL INC COM 438516106 262 1,571 SH   SOLE 0 0 0 1,571
HORACE MANN EDUCATORS CORP N COM 440327104 441 12,500 SH   SOLE 0 10,000 0 2,500
INMODE LTD SHS M5425M103 5,418 186,109 SH   SOLE 0 144,871 0 41,238
INTEL CORP COM 458140100 331 12,828 SH   SOLE 0 0 0 12,828
INTERNATIONAL BUSINESS MACHS COM 459200101 799 6,723 SH   SOLE 0 0 0 6,723
INTERNATIONAL PAPER CO COM 460146103 323 10,178 SH   SOLE 0 0 0 10,178
INTUITIVE SURGICAL INC COM NEW 46120E602 407 2,173 SH   SOLE 0 0 0 2,173
JOHNSON & JOHNSON COM 478160104 5,943 36,379 SH   SOLE 0 7,372 0 29,007
JPMORGAN CHASE & CO COM 46625H100 2,780 26,601 SH   SOLE 0 6,841 0 19,760
KIMBALL ELECTRONICS INC COM 49428J109 3,757 219,038 SH   SOLE 0 200,400 0 18,638
KKR & CO INC COM 48251W104 231 5,373 SH   SOLE 0 0 0 5,373
KRAFT HEINZ CO COM 500754106 643 19,265 SH   SOLE 0 0 0 19,265
KULICKE & SOFFA INDS INC COM 501242101 1,657 43,018 SH   SOLE 0 41,000 0 2,018
LEGATO MERGER CORP II UNIT 09/01/2026 52473Y203 497 50,000 SH   SOLE 0 50,000 0 0
LILLY ELI & CO COM 532457108 2,162 6,687 SH   SOLE 0 0 0 6,687
LOCKHEED MARTIN CORP COM 539830109 418 1,083 SH   SOLE 0 0 0 1,083
LOWES COS INC COM 548661107 2,583 13,755 SH   SOLE 0 3,900 0 9,855
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 310 6,523 SH   SOLE 0 0 0 6,523
MATADOR RES CO COM 576485205 22,319 456,231 SH   SOLE 0 383,568 0 72,663
MATSON INC COM 57686G105 2,689 43,706 SH   SOLE 0 42,500 0 1,206
MCDONALDS CORP COM 580135101 1,389 6,018 SH   SOLE 0 0 0 6,018
MEDTRONIC PLC SHS G5960L103 611 7,563 SH   SOLE 0 0 0 7,563
MERCK & CO INC COM 58933Y105 2,242 26,039 SH   SOLE 0 6,400 0 19,639
META PLATFORMS INC CL A 30303M102 1,086 8,005 SH   SOLE 0 0 0 8,005
MICRON TECHNOLOGY INC COM 595112103 6,430 128,342 SH   SOLE 0 61,347 0 66,995
MICROSOFT CORP COM 594918104 12,330 52,939 SH   SOLE 0 10,170 0 42,769
MODERNA INC COM 60770K107 828 7,000 SH   SOLE 0 0 0 7,000
NCR CORP NEW COM 62886E108 7,205 378,965 SH   SOLE 0 309,746 0 69,219
NEW YORK CMNTY BANCORP INC COM 649445103 505 59,250 SH   SOLE 0 0 0 59,250
NEXSTAR MEDIA GROUP INC CL A 65336K103 255 1,530 SH   SOLE 0 0 0 1,530
NEXTERA ENERGY INC COM 65339F101 219 2,795 SH   SOLE 0 0 0 2,795
NORDSTROM INC COM 655664100 167 10,000 SH   SOLE 0 0 0 10,000
NORTHERN OIL AND GAS INC MN COM 665531307 621 22,655 SH   SOLE 0 0 0 22,655
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 6,119 538,021 SH   SOLE 0 435,809 0 102,212
NOVO-NORDISK A S ADR 670100205 249 2,500 SH   SOLE 0 0 0 2,500
NVIDIA CORPORATION COM 67066G104 4,492 37,001 SH   SOLE 0 6,820 0 30,181
OASIS PETROLEUM INC COM NEW 674215207 583 4,260 SH   SOLE 0 4,260 0 0
ON HLDG AG NAMEN AKT A H5919C104 7,074 440,568 SH   SOLE 0 278,241 0 162,327
ON SEMICONDUCTOR CORP COM 682189105 10,050 161,229 SH   SOLE 0 112,165 0 49,064
ONEOK INC NEW COM 682680103 5,871 114,566 SH   SOLE 0 19,144 0 95,422
ORGANON & CO COMMON STOCK 68622V106 1,535 65,590 SH   SOLE 0 50,852 0 14,738
OWENS CORNING NEW COM 690742101 232 2,947 SH   SOLE 0 0 0 2,947
PACIRA BIOSCIENCES INC COM 695127100 415 7,800 SH   SOLE 0 6,000 0 1,800
PALO ALTO NETWORKS INC COM 697435105 1,904 11,625 SH   SOLE 0 2,100 0 9,525
PAYPAL HLDGS INC COM 70450Y103 387 4,489 SH   SOLE 0 0 0 4,489
PEPSICO INC COM 713448108 2,808 17,199 SH   SOLE 0 6,555 0 10,644
PFIZER INC COM 717081103 1,117 25,528 SH   SOLE 0 0 0 25,528
PHILLIPS 66 COM 718546104 999 12,374 SH   SOLE 0 9,238 0 3,136
PHOTRONICS INC COM 719405102 287 19,600 SH   SOLE 0 16,650 0 2,950
PIONEER NAT RES CO COM 723787107 2,426 11,206 SH   SOLE 0 6,725 0 4,481
PROCTER AND GAMBLE CO COM 742718109 876 6,936 SH   SOLE 0 0 0 6,936
PROPETRO HLDG CORP COM 74347M108 1,208 150,000 SH   SOLE 0 150,000 0 0
PROSPERITY BANCSHARES INC COM 743606105 3,227 48,402 SH   SOLE 0 44,960 0 3,442
QUALCOMM INC COM 747525103 3,964 35,080 SH   SOLE 0 9,115 0 25,965
RESEARCH SOLUTIONS INC COM 761025105 357 175,185 SH   SOLE 0 160,185 0 15,000
REVOLVE GROUP INC CL A 76156B107 7,751 357,372 SH   SOLE 0 324,846 0 32,526
RH COM 74967X103 4,836 19,654 SH   SOLE 0 17,266 0 2,388
SABRE CORP COM 78573M104 103 20,000 SH   SOLE 0 0 0 20,000
SALESFORCE INC COM 79466L302 453 3,150 SH   SOLE 0 0 0 3,150
SANFILIPPO JOHN B & SON INC COM 800422107 303 4,000 SH   SOLE 0 4,000 0 0
SCHLUMBERGER LTD COM STK 806857108 568 15,834 SH   SOLE 0 0 0 15,834
SCHWAB CHARLES CORP COM 808513105 1,226 17,051 SH   SOLE 0 0 0 17,051
SEMPRA COM 816851109 232 1,550 SH   SOLE 0 0 0 1,550
SHOE CARNIVAL INC COM 824889109 3,382 157,738 SH   SOLE 0 135,634 0 22,104
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108 4,437 68,067 SH   SOLE 0 58,272 0 9,795
SIMON PPTY GROUP INC NEW COM 828806109 385 4,294 SH   SOLE 0 0 0 4,294
SM ENERGY CO COM 78454L100 10,398 276,480 SH   SOLE 0 267,104 0 9,376
SOLO BRANDS INC COM CL A 83425V104 1,163 306,025 SH   SOLE 0 302,500 0 3,525
SOUTHERN CO COM 842587107 318 4,670 SH   SOLE 0 0 0 4,670
SOUTHWEST AIRLS CO COM 844741108 1,436 46,523 SH   SOLE 0 0 0 46,523
SPDR GOLD TR GOLD SHS 78463V107 1,001 6,470 SH   SOLE 0 1,650 0 4,820
SPIRIT AIRLS INC COM 848577102 623 33,000 SH   SOLE 0 11,208 0 21,792
SPROUTS FMRS MKT INC COM 85208M102 3,627 130,710 SH   SOLE 0 125,000 0 5,710
STRATUS PPTYS INC COM NEW 863167201 676 29,000 SH   SOLE 0 24,600 0 4,400
SUNOPTA INC COM 8676EP108 3,147 345,762 SH   SOLE 0 163,200 0 182,562
SUPER MICRO COMPUTER INC COM 86800U104 1,198 21,754 SH   SOLE 0 20,000 0 1,754
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 1,389 20,259 SH   SOLE 0 10,034 0 10,225
TARGA RES CORP COM 87612G101 670 11,102 SH   SOLE 0 0 0 11,102
TARGET CORP COM 87612E106 3,728 25,126 SH   SOLE 0 3,195 0 21,931
TAYLOR MORRISON HOME CORP COM 87724P106 6,269 268,833 SH   SOLE 0 221,085 0 47,748
TEXAS CAP BANCSHARES INC COM 88224Q107 2,391 40,500 SH   SOLE 0 38,000 0 2,500
TEXAS INSTRS INC COM 882508104 1,901 12,284 SH   SOLE 0 6,525 0 5,759
TEXAS PACIFIC LAND CORPORATI COM 88262P102 39,696 22,336 SH   SOLE 0 11,754 0 10,582
TEXAS ROADHOUSE INC COM 882681109 5,397 61,851 SH   SOLE 0 60,050 0 1,801
TIPTREE INC COM 88822Q103 739 68,680 SH   SOLE 0 44,840 0 23,840
TOAST INC CL A 888787108 2,592 155,000 SH   SOLE 0 150,000 0 5,000
TOYOTA MOTOR CORP ADS 892331307 225 1,725 SH   SOLE 0 0 0 1,725
TRACTOR SUPPLY CO COM 892356106 1,119 6,019 SH   SOLE 0 3,019 0 3,000
TREEHOUSE FOODS INC COM 89469A104 318 7,500 SH   SOLE 0 7,500 0 0
TRIUMPH BANCORP INC COM 89679E300 1,411 25,965 SH   SOLE 0 8,113 0 17,852
TWILIO INC CL A 90138F102 358 5,183 SH   SOLE 0 0 0 5,183
UBER TECHNOLOGIES INC COM 90353T100 11,890 448,668 SH   SOLE 0 257,645 0 191,023
UNION PAC CORP COM 907818108 1,809 9,285 SH   SOLE 0 5,558 0 3,727
UNITED PARCEL SERVICE INC CL B 911312106 1,760 10,894 SH   SOLE 0 0 0 10,894
UNITED RENTALS INC COM 911363109 633 2,344 SH   SOLE 0 0 0 2,344
UNITED STATES STL CORP NEW COM 912909108 2,193 121,047 SH   SOLE 0 100,000 0 21,047
UNITEDHEALTH GROUP INC COM 91324P102 1,574 3,117 SH   SOLE 0 0 0 3,117
UPLAND SOFTWARE INC COM 91544A109 3,747 460,810 SH   SOLE 0 415,624 0 45,186
VERIZON COMMUNICATIONS INC COM 92343V104 992 26,120 SH   SOLE 0 0 0 26,120
VIEWRAY INC COM 92672L107 2,928 804,500 SH   SOLE 0 600,000 0 204,500
VISA INC COM CL A 92826C839 995 5,600 SH   SOLE 0 0 0 5,600
VISTA OUTDOOR INC COM 928377100 10,892 447,853 SH   SOLE 0 354,412 0 93,441
VISTRA CORP COM 92840M102 798 38,022 SH   SOLE 0 0 0 38,022
WALMART INC COM 931142103 2,026 15,619 SH   SOLE 0 0 0 15,619
WELLS FARGO CO NEW COM 949746101 3,634 90,355 SH   SOLE 0 76,500 0 13,855
WHIRLPOOL CORP COM 963320106 2,211 16,397 SH   SOLE 0 0 0 16,397
WILLIAMS SONOMA INC COM 969904101 1,443 12,220 SH   SOLE 0 2,160 0 10,060
WOLFSPEED INC COM 977852102 950 9,194 SH   SOLE 0 3,303 0 5,891
WYNN RESORTS LTD COM 983134107 726 11,525 SH   SOLE 0 5,300 0 6,225