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   14,171 81,909 SH   SOLE   81,909 0 0
AMAZON COM INC COM 023135106   239 1,323 SH   SOLE   1,323 0 0
AMERICAN ELEC PWR INC COM 025537101   10,730 124,625 SH   SOLE   124,625 0 0
APPLE INC COM 037833100   322 1,875 SH   SOLE   1,875 0 0
APPLIED MATLS INC COM 038222105   12,747 61,810 SH   SOLE   61,810 0 0
AVERY DENNISON CORP COM 053611109   223 1,000 SH   SOLE   1,000 0 0
BAKER HUGHES COMPANY CL A 05722G100   7,144 213,240 SH   SOLE   213,240 0 0
BLACK STONE MINERALS L P COM UNIT 09225M101   323 20,200 SH   SOLE   20,200 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   8,585 158,308 SH   SOLE   158,308 0 0
CHEVRON CORP NEW COM 166764100   18,763 118,946 SH   SOLE   118,946 0 0
CISCO SYS INC COM 17275R102   9,027 180,865 SH   SOLE   180,865 0 0
CONAGRA BRANDS INC COM 205887102   9,989 337,019 SH   SOLE   337,019 0 0
CVS HEALTH CORP COM 126650100   10,651 133,539 SH   SOLE   133,539 0 0
ENERGY TRANSFER L P COM UT LTD PTN 29273V100   845 53,687 SH   SOLE   53,687 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107   1,575 53,959 SH   SOLE   53,959 0 0
FEDEX CORP COM 31428X106   17,840 61,572 SH   SOLE   61,572 0 0
FOX CORP CL B COM 35137L204   7,904 276,175 SH   SOLE   276,175 0 0
GILEAD SCIENCES INC COM 375558103   10,362 141,455 SH   SOLE   141,455 0 0
GOLD RESOURCE CORP COM 38068T105   6 13,000 SH   SOLE   13,000 0 0
HESS MIDSTREAM LP CL A SHS 428103105   379 10,500 SH   SOLE   10,500 0 0
HP INC COM 40434L105   9,469 313,334 SH   SOLE   313,334 0 0
INTEL CORP COM 458140100   353 8,000 SH   SOLE   8,000 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   1,453 3,273 SH   SOLE   3,273 0 0
ISHARES INC MSCI GERMANY ETF 464286806   760 23,930 SH   SOLE   23,930 0 0
ISHARES INC MSCI EMRG CHN 46434G764   270 4,685 SH   SOLE   4,685 0 0
ISHARES INC MSCI JPN ETF NEW 46434G822   456 6,395 SH   SOLE   6,395 0 0
ISHARES TR MSCI CHINA A 46434V514   420 16,185 SH   SOLE   16,185 0 0
ISHARES TR CORE MSCI INTL 46435G326   1,446 21,540 SH   SOLE   21,540 0 0
ISHARES TR CORE S&P MCP ETF 464287507   203 3,350 SH   SOLE   3,350 0 0
ISHARES TR CORE S&P500 ETF 464287200   1,224 2,329 SH   SOLE   2,329 0 0
ISHARES TR CORE S&P SCP ETF 464287804   286 2,590 SH   SOLE   2,590 0 0
LUMENTUM HLDGS INC COM 55024U109   6,695 141,390 SH   SOLE   141,390 0 0
MARATHON OIL CORP COM 565849106   15,789 557,112 SH   SOLE   557,112 0 0
MEDTRONIC INC SHS G5960L103   14,561 167,080 SH   SOLE   167,080 0 0
MUELLER INDS INC COM 624756102   9,015 167,170 SH   SOLE   167,170 0 0
MPLX LP COM UNIT REP LTD 55336V100   322 7,750 SH   SOLE   7,750 0 0
NEWMONT CORP COM 651639106   7,903 220,515 SH   SOLE   220,515 0 0
NUSTAR ENERGY LP UNIT COM 67058H102   462 19,850 SH   SOLE   19,850 0 0
ORACLE CORP COM 68389X105   18,836 149,955 SH   SOLE   149,955 0 0
PAYPAL HLDGS INC COM 70450Y103   14,341 214,070 SH   SOLE   214,070 0 0
PHILLIPS 66 COM 718546104   20,820 127,465 SH   SOLE   127,465 0 0
PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105   386 22,000 SH   SOLE   22,000 0 0
QORVO INC COM 74736K101   10,284 89,558 SH   SOLE   89,558 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101   14,324 146,869 SH   SOLE   146,869 0 0
SCHLUMBERGER LTD COM STK 806857108   219 4,000 SH   SOLE   4,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   3,398 6,496 SH   SOLE   6,496 0 0
SUBURBAN PROPANE PARTNERS L UNIT LTD PARTN 864482104   451 22,093 SH   SOLE   22,093 0 0
SUNOCO LP/SUNOCO FIN CORP COM UT REP LP 86765K109   497 8,250 SH   SOLE   8,250 0 0
UNITED RENTALS INC COM 911363109   25,853 35,852 SH   SOLE   35,852 0 0
USA COMPRESSION PARTNERS LP COMUNIT LTDPAR 90290N109   209 7,850 SH   SOLE   7,850 0 0
VALMONT INDS INC COM 920253101   4,477 19,612 SH   SOLE   19,612 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858   580 13,885 SH   SOLE   13,885 0 0
VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874   1,600 23,755 SH   SOLE   23,755 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   9,232 220,026 SH   SOLE   220,026 0 0
WESTERN MIDSTREAM PARTNERS L COM UNIT LP INT 958669103   284 8,000 SH   SOLE   8,000 0 0
WISDOMTREE TR US SMALLCAP DIVD 97717W604   746 22,840 SH   SOLE   22,840 0 0