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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALLSTATE CORP COM 020002101   9,000 80,784 SH   SOLE   80,784 0 0
AMERICAN ELEC PWR INC COM 025537101   7,178 95,430 SH   SOLE   95,430 0 0
APPLE INC COM 037833100   321 1,875 SH   SOLE   1,875 0 0
APPLIED MATLS INC COM 038222105   8,259 59,651 SH   SOLE   59,651 0 0
ARCHER DANIELS MIDLAND CO COM 039483102   8,419 111,624 SH   SOLE   111,624 0 0
BAKER HUGHES COMPANY CL A 05722G100   6,792 192,290 SH   SOLE   192,290 0 0
BLACK STONE MINERALS L P COM UNIT 09225M101   315 18,300 SH   SOLE   18,300 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   8,915 153,603 SH   SOLE   153,603 0 0
CHEVRON CORP NEW COM 166764100   19,705 116,861 SH   SOLE   116,861 0 0
CISCO SYS INC COM 17275R102   9,614 178,840 SH   SOLE   178,840 0 0
CONAGRA BRANDS INC COM 205887102   9,172 334,489 SH   SOLE   334,489 0 0
CVS HEALTH CORP COM 126650100   9,359 134,039 SH   SOLE   134,039 0 0
EBAY INC COM 278642103   6,527 148,030 SH   SOLE   148,030 0 0
ENERGY TRANSFER L P COM UT LTD PTN 29273V100   695 49,547 SH   SOLE   49,547 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107   1,477 53,959 SH   SOLE   53,959 0 0
FEDEX CORP COM 31428X106   15,365 57,997 SH   SOLE   57,997 0 0
FOX CORP CL B COM 35137L204   7,641 264,585 SH   SOLE   264,585 0 0
GILEAD SCIENCES INC COM 375558103   10,163 135,615 SH   SOLE   135,615 0 0
GOLD RESOURCE CORP COM 38068T105   9 20,000 SH   SOLE   20,000 0 0
HESS MIDSTREAM LP CL A SHS 428103105   262 9,000 SH   SOLE   9,000 0 0
HP INC COM 40434L105   7,884 306,789 SH   SOLE   306,789 0 0
INTEL CORP COM 458140100   284 8,000 SH   SOLE   8,000 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   1,000 2,790 SH   SOLE   2,790 0 0
ISHARES INC MSCI GERMANY ETF 464286806   637 24,330 SH   SOLE   24,330 0 0
ISHARES INC MSCI JPN ETF NEW 46434G822   380 6,295 SH   SOLE   6,295 0 0
ISHARES TR MSCI CHINA A 46434V514   457 16,185 SH   SOLE   16,185 0 0
ISHARES TR CORE MSCI INTL 46435G326   1,254 21,515 SH   SOLE   21,515 0 0
ISHARES TR CORE S&P500 ETF 464287200   1,082 2,519 SH   SOLE   2,519 0 0
ISHARES TR CORE S&P SCP ETF 464287804   230 2,440 SH   SOLE   2,440 0 0
ISHARES TR MSCI GERMNY ETF 46429B465   474 8,520 SH   SOLE   8,520 0 0
LUMENTUM HLDGS INC COM 55024U109   6,418 142,050 SH   SOLE   142,050 0 0
MARATHON OIL CORP COM 565849106   14,442 539,902 SH   SOLE   539,902 0 0
MEDTRONIC INC SHS G5960L103   12,759 162,820 SH   SOLE   162,820 0 0
MUELLER INDS INC COM 624756102   6,197 82,445 SH   SOLE   82,445 0 0
NEWMONT CORP COM 651639106   7,650 207,030 SH   SOLE   207,030 0 0
NUSTAR ENERGY LP UNIT COM 67058H102   346 19,850 SH   SOLE   19,850 0 0
ORACLE CORP COM 68389X105   15,236 143,840 SH   SOLE   143,840 0 0
PAYPAL HLDGS INC COM 70450Y103   7,547 129,095 SH   SOLE   129,095 0 0
PHILLIPS 66 COM 718546104   15,270 127,095 SH   SOLE   127,095 0 0
PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105   300 19,600 SH   SOLE   19,600 0 0
QORVO INC COM 74736K101   8,306 87,003 SH   SOLE   87,003 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101   10,378 144,194 SH   SOLE   144,194 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   2,927 6,846 SH   SOLE   6,846 0 0
SUBURBAN PROPANE PARTNERS L UNIT LTD PARTN 864482104   355 22,093 SH   SOLE   22,093 0 0
SUNOCO LP/SUNOCO FIN CORP COM UT REP LP 86765K109   367 7,500 SH   SOLE   7,500 0 0
UNITED RENTALS INC COM 911363109   15,948 35,872 SH   SOLE   35,872 0 0
VALMONT INDS INC COM 920253101   4,656 19,382 SH   SOLE   19,382 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858   544 13,885 SH   SOLE   13,885 0 0
VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874   1,376 23,755 SH   SOLE   23,755 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   7,032 216,971 SH   SOLE   216,971 0 0
WISDOMTREE TR US SMALLCAP DIVD 97717W604   854 30,295 SH   SOLE   30,295 0 0