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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBVIE INC COM 00287Y109 18,246 134,758 SH   SOLE   128,815 0 5,943
AIR LEASE CORP CL A 00912X302 354 8,010 SH   SOLE   4,260 0 3,750
ALBEMARLE CORP COM 012653101 245 1,050 SH   SOLE   50 0 1,000
AMERICAN EXPRESS CO COM 025816109 270 1,650 SH   SOLE   1,550 0 100
AMERICAN INTL GROUP INC COM NEW 026874784 17,706 311,395 SH   SOLE   301,945 0 9,450
AMERIPRISE FINL INC COM 03076C106 1,054 3,495 SH   SOLE   1,145 0 2,350
AMGEN INC COM 031162100 10,196 45,320 SH   SOLE   44,620 0 700
APTIV PLC SHS G6095L109 428 2,595 SH   SOLE   720 0 1,875
ARISTA NETWORKS INC COM 040413106 319 2,220 SH   SOLE   840 0 1,380
ASTRAZENECA PLC SPONSORED ADR 046353108 7,081 121,570 SH   SOLE   121,370 0 200
AT&T INC COM 00206R102 10,285 418,100 SH   SOLE   415,800 0 2,300
ATLAS CORP SHARES Y0436Q109 13,125 925,620 SH   SOLE   897,320 0 28,300
BECTON DICKINSON & CO COM 075887109 244 970 SH   SOLE   970 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 397 1,329 SH   SOLE   520 0 809
BK OF AMERICA CORP COM 060505104 287 6,450 SH   SOLE   3,350 0 3,100
BRISTOL-MYERS SQUIBB CO COM 110122108 262 4,200 SH   SOLE   4,200 0 0
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 566 9,370 SH   SOLE   5,870 0 3,500
CARDINAL HEALTH INC COM 14149Y108 13,344 259,150 SH   SOLE   255,150 0 4,000
CF INDS HLDGS INC COM 125269100 234 3,300 SH   SOLE   1,500 0 1,800
CHEVRON CORP NEW COM 166764100 8,115 69,150 SH   SOLE   64,550 0 4,600
CHUBB LIMITED COM H1467J104 14,734 76,219 SH   SOLE   75,319 0 900
CISCO SYS INC COM 17275R102 11,275 177,930 SH   SOLE   175,030 0 2,900
CITIGROUP INC COM NEW 172967424 11,589 191,900 SH   SOLE   188,100 0 3,800
CME GROUP INC COM 12572Q105 8,318 36,410 SH   SOLE   35,850 0 560
COMCAST CORP NEW CL A 20030N101 13,335 264,960 SH   SOLE   255,610 0 9,350
CONOCOPHILLIPS COM 20825C104 23,421 324,480 SH   SOLE   311,280 0 13,200
CORNING INC COM 219350105 7,907 212,395 SH   SOLE   207,395 0 5,000
CUMMINS INC COM 231021106 617 2,830 SH   SOLE   1,380 0 1,450
DARDEN RESTAURANTS INC COM 237194105 10,274 68,200 SH   SOLE   65,840 0 2,360
DEVON ENERGY CORP NEW COM 25179M103 264 6,000 SH   SOLE   5,300 0 700
DISNEY WALT CO COM 254687106 394 2,547 SH   SOLE   1,097 0 1,450
EATON CORP PLC SHS G29183103 372 2,150 SH   SOLE   650 0 1,500
EQUINOR ASA SPONSORED ADR 29446M102 9,342 354,800 SH   SOLE   354,800 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 284 5,450 SH   SOLE   1,150 0 4,300
FIRST AMERN FINL CORP COM 31847R102 6,876 87,900 SH   SOLE   86,700 0 1,200
GENUINE PARTS CO COM 372460105 8,244 58,800 SH   SOLE   57,600 0 1,200
INGREDION INC COM 457187102 10,205 105,600 SH   SOLE   102,750 0 2,850
INTERNATIONAL BUSINESS MACHS COM 459200101 11,546 86,380 SH   SOLE   84,980 0 1,400
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 8,456 56,130 SH   SOLE   54,730 0 1,400
JPMORGAN CHASE & CO COM 46625H100 979 6,182 SH   SOLE   3,182 0 3,000
KINDER MORGAN INC DEL COM 49456B101 7,413 467,420 SH   SOLE   455,020 0 12,400
KONTOOR BRANDS INC COM 50050N103 14,359 280,184 SH   SOLE   270,834 0 9,350
KRAFT HEINZ CO COM 500754106 10,296 286,800 SH   SOLE   279,500 0 7,300
LABORATORY CORP AMER HLDGS COM NEW 50540R409 305 970 SH   SOLE   470 0 500
LEAR CORP COM NEW 521865204 7,794 42,600 SH   SOLE   42,600 0 0
MANPOWERGROUP INC WIS COM 56418H100 7,608 78,165 SH   SOLE   74,940 0 3,225
MEDTRONIC PLC SHS G5960L103 9,230 89,219 SH   SOLE   86,413 0 2,806
MERCK & CO INC COM 58933Y105 14,303 186,625 SH   SOLE   183,475 0 3,150
METLIFE INC COM 59156R108 12,236 195,800 SH   SOLE   189,100 0 6,700
MONDELEZ INTL INC CL A 609207105 318 4,790 SH   SOLE   2,390 0 2,400
MORGAN STANLEY COM NEW 617446448 501 5,100 SH   SOLE   1,450 0 3,650
NETAPP INC COM 64110D104 12,787 139,000 SH   SOLE   132,600 0 6,400
NEWMONT CORP COM 651639106 11,321 182,535 SH   SOLE   175,165 0 7,370
NORTHERN TR CORP COM 665859104 7,358 61,520 SH   SOLE   60,820 0 700
NUTRIEN LTD COM 67077M108 14,929 198,520 SH   SOLE   195,580 0 2,940
NVENT ELECTRIC PLC SHS G6700G107 358 9,410 SH   SOLE   5,560 0 3,850
NXP SEMICONDUCTORS N V COM N6596X109 212 930 SH   SOLE   830 0 100
OGE ENERGY CORP COM 670837103 5,819 151,610 SH   SOLE   146,110 0 5,500
PACKAGING CORP AMER COM 695156109 5,272 38,720 SH   SOLE   37,520 0 1,200
PARKER-HANNIFIN CORP COM 701094104 4,899 15,400 SH   SOLE   15,400 0 0
PEPSICO INC COM 713448108 6,426 36,990 SH   SOLE   34,540 0 2,450
PFIZER INC COM 717081103 658 11,150 SH   SOLE   5,150 0 6,000
PHILLIPS 66 COM 718546104 6,953 95,960 SH   SOLE   93,210 0 2,750
PROSPERITY BANCSHARES INC COM 743606105 9,757 134,950 SH   SOLE   132,000 0 2,950
RADIAN GROUP INC COM 750236101 385 18,200 SH   SOLE   6,400 0 11,800
RAYTHEON TECHNOLOGIES CORP COM 75513E101 15,293 177,697 SH   SOLE   171,297 0 6,400
REALTY INCOME CORP COM 756109104 11,234 156,919 SH   SOLE   153,362 0 3,557
REGENERON PHARMACEUTICALS COM 75886F107 534 845 SH   SOLE   300 0 545
RIO TINTO PLC SPONSORED ADR 767204100 13,448 200,900 SH   SOLE   195,750 0 5,150
STEEL DYNAMICS INC COM 858119100 209 3,360 SH   SOLE   3,360 0 0
TARGET CORP COM 87612E106 551 2,380 SH   SOLE   1,280 0 1,100
TE CONNECTIVITY LTD REG SHS H84989104 5,252 32,552 SH   SOLE   30,402 0 2,150
TEXAS INSTRS INC COM 882508104 5,739 30,450 SH   SOLE   28,000 0 2,450
TEXAS PACIFIC LAND CORPORATI COM 88262P102 643 515 SH   SOLE   170 0 345
TRI POINTE HOMES INC COM 87265H109 293 10,500 SH   SOLE   0 0 10,500
UNION PAC CORP COM 907818108 8,135 32,290 SH   SOLE   30,240 0 2,050
UNITED PARCEL SERVICE INC CL B 911312106 461 2,150 SH   SOLE   750 0 1,400
VERIZON COMMUNICATIONS INC COM 92343V104 11,857 228,200 SH   SOLE   220,750 0 7,450
VIATRIS INC COM 92556V106 7,608 562,300 SH   SOLE   561,400 0 900
VICI PPTYS INC COM 925652109 10,953 363,750 SH   SOLE   351,950 0 11,800
WALMART INC COM 931142103 5,382 37,200 SH   SOLE   35,350 0 1,850
WESTROCK CO COM 96145D105 208 4,700 SH   SOLE   450 0 4,250
WEYERHAEUSER CO MTN BE COM NEW 962166104 474 11,500 SH   SOLE   2,400 0 9,100