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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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALLSTATE CORP COM 020002101   11,319 80,864 SH   SOLE   80,864 0 0
AMERICAN ELEC PWR INC COM 025537101   9,966 122,705 SH   SOLE   122,705 0 0
APPLE INC COM 037833100   361 1,875 SH   SOLE   1,875 0 0
APPLIED MATLS INC COM 038222105   8,987 55,451 SH   SOLE   55,451 0 0
ARCHER DANIELS MIDLAND CO COM 039483102   8,076 111,829 SH   SOLE   111,829 0 0
AVERY DENNISON CORP COM 053611109   202 1,000 SH   SOLE   1,000 0 0
BAKER HUGHES COMPANY CL A 05722G100   6,696 195,890 SH   SOLE   195,890 0 0
BLACK STONE MINERALS L P COM UNIT 09225M101   292 18,300 SH   SOLE   18,300 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   7,893 153,823 SH   SOLE   153,823 0 0
CHEVRON CORP NEW COM 166764100   17,447 116,966 SH   SOLE   116,966 0 0
CISCO SYS INC COM 17275R102   9,050 179,130 SH   SOLE   179,130 0 0
CONAGRA BRANDS INC COM 205887102   9,539 332,849 SH   SOLE   332,849 0 0
CVS HEALTH CORP COM 126650100   10,419 131,949 SH   SOLE   131,949 0 0
EBAY INC COM 278642103   6,405 146,830 SH   SOLE   146,830 0 0
ENERGY TRANSFER L P COM UT LTD PTN 29273V100   741 53,687 SH   SOLE   53,687 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107   1,422 53,959 SH   SOLE   53,959 0 0
FEDEX CORP COM 31428X106   14,861 58,747 SH   SOLE   58,747 0 0
FOX CORP CL B COM 35137L204   7,432 268,785 SH   SOLE   268,785 0 0
GILEAD SCIENCES INC COM 375558103   11,276 139,195 SH   SOLE   139,195 0 0
GOLD RESOURCE CORP COM 38068T105   5 13,000 SH   SOLE   13,000 0 0
HESS MIDSTREAM LP CL A SHS 428103105   285 9,000 SH   SOLE   9,000 0 0
HP INC COM 40434L105   9,242 307,139 SH   SOLE   307,139 0 0
INTEL CORP COM 458140100   402 8,000 SH   SOLE   8,000 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   1,122 2,740 SH   SOLE   2,740 0 0
ISHARES INC MSCI GERMANY ETF 464286806   710 23,930 SH   SOLE   23,930 0 0
ISHARES INC MSCI EMRG CHN 46434G764   201 3,625 SH   SOLE   3,625 0 0
ISHARES INC MSCI JPN ETF NEW 46434G822   404 6,295 SH   SOLE   6,295 0 0
ISHARES TR MSCI CHINA A 46434V514   418 16,185 SH   SOLE   16,185 0 0
ISHARES TR CORE MSCI INTL 46435G326   1,371 21,540 SH   SOLE   21,540 0 0
ISHARES TR CORE S&P500 ETF 464287200   1,112 2,329 SH   SOLE   2,329 0 0
ISHARES TR CORE S&P SCP ETF 464287804   268 2,475 SH   SOLE   2,475 0 0
LUMENTUM HLDGS INC COM 55024U109   7,304 139,330 SH   SOLE   139,330 0 0
MARATHON OIL CORP COM 565849106   13,214 546,957 SH   SOLE   546,957 0 0
MEDTRONIC INC SHS G5960L103   13,599 165,080 SH   SOLE   165,080 0 0
MUELLER INDS INC COM 624756102   7,775 164,890 SH   SOLE   164,890 0 0
MPLX LP COM UNIT REP LTD 55336V100   215 5,850 SH   SOLE   5,850 0 0
NEWMONT CORP COM 651639106   8,477 204,815 SH   SOLE   204,815 0 0
NUSTAR ENERGY LP UNIT COM 67058H102   371 19,850 SH   SOLE   19,850 0 0
ORACLE CORP COM 68389X105   15,593 147,895 SH   SOLE   147,895 0 0
PAYPAL HLDGS INC COM 70450Y103   7,933 129,175 SH   SOLE   129,175 0 0
PHILLIPS 66 COM 718546104   16,918 127,070 SH   SOLE   127,070 0 0
PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105   297 19,600 SH   SOLE   19,600 0 0
QUALCOMM INC COM 747525103   239 1,655 SH   SOLE   1,655 0 0
QORVO INC COM 74736K101   9,544 84,753 SH   SOLE   84,753 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101   12,067 143,419 SH   SOLE   143,419 0 0
SCHLUMBERGER LTD COM STK 806857108   208 4,000 SH   SOLE   4,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   3,088 6,496 SH   SOLE   6,496 0 0
SUBURBAN PROPANE PARTNERS L UNIT LTD PARTN 864482104   392 22,093 SH   SOLE   22,093 0 0
SUNOCO LP/SUNOCO FIN CORP COM UT REP LP 86765K109   449 7,500 SH   SOLE   7,500 0 0
UNITED RENTALS INC COM 911363109   20,475 35,707 SH   SOLE   35,707 0 0
VALMONT INDS INC COM 920253101   4,526 19,382 SH   SOLE   19,382 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858   571 13,885 SH   SOLE   13,885 0 0
VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874   1,532 23,755 SH   SOLE   23,755 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   8,174 216,811 SH   SOLE   216,811 0 0
WISDOMTREE TR US SMALLCAP DIVD 97717W604   685 21,295 SH   SOLE   21,295 0 0