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
ALLSTATE CORP COM 020002101 9,902 78,135 SH   SOLE   78,135 0 0
ALPHABET INC CAP STK CL A 02079K305 9,109 4,180 SH   SOLE   4,180 0 0
AMAZON COM INC COM 023135106 302 2,840 SH   SOLE   2,840 0 0
AMERICAN ELEC PWR INC COM 025537101 4,709 49,085 SH   SOLE   49,085 0 0
APPLE INC COM 037833100 335 2,450 SH   SOLE   2,450 0 0
APPLIED MATLS INC COM 038222105 5,083 55,871 SH   SOLE   55,871 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 13,323 171,684 SH   SOLE   171,684 0 0
BAKER HUGHES COMPANY CL A 05722G100 5,306 183,795 SH   SOLE   183,795 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 11,349 147,393 SH   SOLE   147,393 0 0
CHEVRON CORP NEW COM 166764100 16,285 112,478 SH   SOLE   112,478 0 0
CISCO SYS INC COM 17275R102 7,200 168,845 SH   SOLE   168,845 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101 3,206 208,565 SH   SOLE   208,565 0 0
CONAGRA FOODS INC COM 205887102 10,601 309,604 SH   SOLE   309,604 0 0
CRESTWOOD EQUITY PARTNERS LP UNIT LTD PARTNER 226344208 250 10,391 SH   SOLE   10,391 0 0
CVS HEALTH CORP COM 126650100 8,956 96,654 SH   SOLE   96,654 0 0
EBAY INC COM 278642103 6,276 150,620 SH   SOLE   150,620 0 0
ENERGY TRANSFER L P COM UT LTD PTN 29273V100 494 49,547 SH   SOLE   49,547 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 1,315 53,959 SH   SOLE   53,959 0 0
FEDEX CORP COM 31428X106 13,027 57,462 SH   SOLE   57,462 0 0
FOX CORP CL B COM 35137L204 7,739 260,575 SH   SOLE   260,575 0 0
GASLOG PARTNERS LP UNIT LTD PTNRP Y2687W108 56 10,000 SH   SOLE   10,000 0 0
GILEAD SCIENCES INC COM 375558103 8,211 132,835 SH   SOLE   132,835 0 0
GOLD RESOURCE CORP COM 38068T105 33 20,000 SH   SOLE   20,000 0 0
HP INC COM 40434L105 8,755 267,089 SH   SOLE   267,089 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 1,243 4,435 SH   SOLE   4,435 0 0
ISHARES TR MSCI CHINA A 46434V514 616 16,185 SH   SOLE   16,185 0 0
ISHARES INC MSCI GERMANY ETF 464286806 615 26,740 SH   SOLE   26,740 0 0
ISHARES TR MSCI GERMNY ETF 46429B465 470 8,520 SH   SOLE   8,520 0 0
ISHARES INC MSCI JPN ETF NEW 46434G822 350 6,620 SH   SOLE   6,620 0 0
ISHARES TR CORE MSCI INTL 46435G326 1,148 21,365 SH   SOLE   21,365 0 0
ISHARES TR CORE S&P500 ETF 464287200 754 1,989 SH   SOLE   1,989 0 0
LUMENTUM HLDGS INC COM 55024U109 7,247 91,255 SH   SOLE   91,255 0 0
MARATHON OIL CORP COM 565849106 11,787 524,327 SH   SOLE   524,327 0 0
MEDTRONIC INC SHS G5960L103 7,215 80,390 SH   SOLE   80,390 0 0
MICROSOFT CORP COM 594918104 9,541 37,151 SH   SOLE   37,151 0 0
MUELLER INDS INC COM 624756102 7,613 142,855 SH   SOLE   142,855 0 0
NEWMONT CORP COM 651639106 11,401 191,065 SH   SOLE   191,065 0 0
NUSTAR ENERGY LP UNIT COM 67058H102 261 18,678 SH   SOLE   18,678 0 0
ORACLE CORP COM 68389X105 9,344 133,735 SH   SOLE   133,735 0 0
PHILLIPS 66 COM 718546104 10,002 121,990 SH   SOLE   121,990 0 0
QORVO INC COM 74736K101 8,283 87,813 SH   SOLE   87,813 0 0
QUALCOMM INC COM 747525103 272 2,130 SH   SOLE   2,130 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 13,446 139,902 SH   SOLE   139,902 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 2,669 7,076 SH   SOLE   7,076 0 0
SUBURBAN PROPANE PARTNERS L UNIT LTD PARTN 864482104 337 22,093 SH   SOLE   22,093 0 0
UNITED RENTALS INC COM 911363109 8,559 35,237 SH   SOLE   35,237 0 0
VALMONT INDS INC COM 920253101 4,078 18,156 SH   SOLE   18,156 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 674 16,179 SH   SOLE   16,179 0 0
VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 1,158 21,930 SH   SOLE   21,930 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 9,591 188,985 SH   SOLE   188,985 0 0
WISDOMTREE TR US SMALLCAP DIVD 97717W604 535 18,960 SH   SOLE   18,960 0 0