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
ALLIANCE RESOURCE PARTNERS L UT LTD PART 01877R108 204 8,900 SH   SOLE   8,900 0 0
ALLSTATE CORP COM 020002101 9,729 78,125 SH   SOLE   78,125 0 0
ALPHABET INC CAP STK CL A 02079K305 7,949 83,105 SH   SOLE   83,105 0 0
AMAZON COM INC COM 023135106 314 2,780 SH   SOLE   2,780 0 0
AMERICAN ELEC PWR INC COM 025537101 4,256 49,225 SH   SOLE   49,225 0 0
APPLE INC COM 037833100 281 2,030 SH   SOLE   2,030 0 0
APPLIED MATLS INC COM 038222105 4,622 56,416 SH   SOLE   56,416 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 13,952 173,419 SH   SOLE   173,419 0 0
BAKER HUGHES COMPANY CL A 05722G100 3,944 188,190 SH   SOLE   188,190 0 0
BLACK STONE MINERALS L P COM UNIT 09225M101 175 11,200 SH   SOLE   11,200 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 10,670 150,093 SH   SOLE   150,093 0 0
CHEVRON CORP NEW COM 166764100 16,362 113,888 SH   SOLE   113,888 0 0
CISCO SYS INC COM 17275R102 6,821 170,520 SH   SOLE   170,520 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101 2,906 215,745 SH   SOLE   215,745 0 0
CONAGRA FOODS INC COM 205887102 10,166 311,554 SH   SOLE   311,554 0 0
CRESTWOOD EQUITY PARTNERS LP UNIT LTD PARTNER 226344208 289 10,391 SH   SOLE   10,391 0 0
CVS HEALTH CORP COM 126650100 12,435 130,389 SH   SOLE   130,389 0 0
EBAY INC COM 278642103 5,452 148,110 SH   SOLE   148,110 0 0
ENERGY TRANSFER L P COM UT LTD PTN 29273V100 547 49,547 SH   SOLE   49,547 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 1,283 53,959 SH   SOLE   53,959 0 0
FEDEX CORP COM 31428X106 8,702 58,612 SH   SOLE   58,612 0 0
FOX CORP CL B COM 35137L204 7,457 261,635 SH   SOLE   261,635 0 0
GILEAD SCIENCES INC COM 375558103 8,223 133,290 SH   SOLE   133,290 0 0
GOLD RESOURCE CORP COM 38068T105 33 20,000 SH   SOLE   20,000 0 0
HP INC COM 40434L105 6,808 273,179 SH   SOLE   273,179 0 0
JOHNSON & JOHNSON COM 478160104 410 2,507 SH   SOLE   2,507 0 0
KNOT OFFSHORE PARTNERS LP COM UNITS Y48125101 196 14,000 SH   SOLE   14,000 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 743 2,780 SH   SOLE   2,780 0 0
ISHARES TR MSCI CHINA A 46434V514 496 16,185 SH   SOLE   16,185 0 0
ISHARES INC MSCI GERMANY ETF 464286806 476 24,100 SH   SOLE   24,100 0 0
ISHARES TR MSCI GERMNY ETF 46429B465 373 8,520 SH   SOLE   8,520 0 0
ISHARES INC MSCI JPN ETF NEW 46434G822 303 6,195 SH   SOLE   6,195 0 0
ISHARES TR CORE MSCI INTL 46435G326 1,032 21,365 SH   SOLE   21,365 0 0
ISHARES TR CORE S&P500 ETF 464287200 835 2,329 SH   SOLE   2,329 0 0
LUMENTUM HLDGS INC COM 55024U109 6,298 91,845 SH   SOLE   91,845 0 0
MARATHON OIL CORP COM 565849106 12,017 532,217 SH   SOLE   532,217 0 0
MEDTRONIC INC SHS G5960L103 6,325 78,330 SH   SOLE   78,330 0 0
MUELLER INDS INC COM 624756102 8,547 143,795 SH   SOLE   143,795 0 0
NEWMONT CORP COM 651639106 8,474 201,620 SH   SOLE   201,620 0 0
NUSTAR ENERGY LP UNIT COM 67058H102 197 14,600 SH   SOLE   14,600 0 0
ORACLE CORP COM 68389X105 8,321 136,250 SH   SOLE   136,250 0 0
PAYPAL HLDGS INC COM 70450Y103 5,363 62,310 SH   SOLE   62,310 0 0
PHILLIPS 66 COM 718546104 9,947 123,232 SH   SOLE   123,232 0 0
QORVO INC COM 74736K101 6,686 84,198 SH   SOLE   84,198 0 0
QUALCOMM INC COM 747525103 223 1,975 SH   SOLE   1,975 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 11,516 140,677 SH   SOLE   140,677 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 2,474 6,926 SH   SOLE   6,926 0 0
SUBURBAN PROPANE PARTNERS L UNIT LTD PARTN 864482104 333 22,093 SH   SOLE   22,093 0 0
UNITED RENTALS INC COM 911363109 9,603 35,552 SH   SOLE   35,552 0 0
VALMONT INDS INC COM 920253101 4,985 18,557 SH   SOLE   18,557 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 590 16,179 SH   SOLE   16,179 0 0
VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 1,058 22,930 SH   SOLE   22,930 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 7,231 190,445 SH   SOLE   190,445 0 0
WISDOMTREE TR US SMALLCAP DIVD 97717W604 540 20,965 SH   SOLE   20,965 0 0