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
ABBVIE INC COM 00287Y109 14,766 96,408 SH   SOLE   90,865 0 5,543
AIR LEASE CORP CL A 00912X302 268 8,010 SH   SOLE   4,260 0 3,750
AMERICAN EXPRESS CO COM 025816109 229 1,650 SH   SOLE   1,550 0 100
AMERICAN INTL GROUP INC COM NEW 026874784 17,713 346,435 SH   SOLE   336,635 0 9,800
AMERIPRISE FINL INC COM 03076C106 736 3,095 SH   SOLE   1,045 0 2,050
AMGEN INC COM 031162100 9,935 40,836 SH   SOLE   40,236 0 600
APTIV PLC SHS G6095L109 249 2,795 SH   SOLE   920 0 1,875
ASTRAZENECA PLC SPONSORED ADR 046353108 4,993 75,570 SH   SOLE   75,370 0 200
AT&T INC COM 00206R102 10,303 491,550 SH   SOLE   485,350 0 6,200
ATLAS CORP SHARES Y0436Q109 11,344 1,059,220 SH   SOLE   1,031,620 0 27,600
BECTON DICKINSON & CO COM 075887109 239 970 SH   SOLE   970 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 390 1,429 SH   SOLE   620 0 809
BK OF AMERICA CORP COM 060505104 286 9,200 SH   SOLE   4,350 0 4,850
BRISTOL-MYERS SQUIBB CO COM 110122108 285 3,700 SH   SOLE   3,700 0 0
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 466 10,470 SH   SOLE   6,970 0 3,500
CARDINAL HEALTH INC COM 14149Y108 8,868 169,650 SH   SOLE   165,650 0 4,000
CF INDS HLDGS INC COM 125269100 283 3,300 SH   SOLE   1,500 0 1,800
CHEVRON CORP NEW COM 166764100 7,666 52,950 SH   SOLE   48,600 0 4,350
CHUBB LIMITED COM H1467J104 14,747 75,019 SH   SOLE   74,219 0 800
CISCO SYS INC COM 17275R102 8,146 191,030 SH   SOLE   188,430 0 2,600
CITIGROUP INC COM NEW 172967424 11,454 249,050 SH   SOLE   244,300 0 4,750
CME GROUP INC COM 12572Q105 7,269 35,510 SH   SOLE   34,950 0 560
COMCAST CORP NEW CL A 20030N101 9,620 245,160 SH   SOLE   236,310 0 8,850
CONOCOPHILLIPS COM 20825C104 18,607 207,180 SH   SOLE   194,680 0 12,500
CORNING INC COM 219350105 7,531 238,995 SH   SOLE   233,895 0 5,100
CUMMINS INC COM 231021106 368 1,900 SH   SOLE   620 0 1,280
DARDEN RESTAURANTS INC COM 237194105 9,723 85,950 SH   SOLE   82,940 0 3,010
DEVON ENERGY CORP NEW COM 25179M103 256 4,650 SH   SOLE   3,950 0 700
EQUINOR ASA SPONSORED ADR 29446M102 9,983 287,200 SH   SOLE   287,200 0 0
FIRST AMERN FINL CORP COM 31847R102 1,773 33,500 SH   SOLE   33,500 0 0
GENUINE PARTS CO COM 372460105 8,532 64,150 SH   SOLE   63,100 0 1,050
INGREDION INC COM 457187102 10,573 119,925 SH   SOLE   117,175 0 2,750
INTERNATIONAL BUSINESS MACHS COM 459200101 13,749 97,380 SH   SOLE   95,030 0 2,350
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 6,722 56,430 SH   SOLE   55,030 0 1,400
JPMORGAN CHASE & CO COM 46625H100 662 5,882 SH   SOLE   3,182 0 2,700
KINDER MORGAN INC DEL COM 49456B101 7,765 463,320 SH   SOLE   451,320 0 12,000
KONTOOR BRANDS INC COM 50050N103 10,741 321,884 SH   SOLE   312,734 0 9,150
KRAFT HEINZ CO COM 500754106 13,224 346,720 SH   SOLE   337,020 0 9,700
LEAR CORP COM NEW 521865204 7,453 59,200 SH   SOLE   59,200 0 0
MANPOWERGROUP INC WIS COM 56418H100 8,960 117,265 SH   SOLE   114,040 0 3,225
MEDTRONIC PLC SHS G5960L103 7,844 87,394 SH   SOLE   84,688 0 2,706
MERCK & CO INC COM 58933Y105 17,097 187,525 SH   SOLE   184,375 0 3,150
METLIFE INC COM 59156R108 14,605 232,600 SH   SOLE   226,400 0 6,200
MOLSON COORS BEVERAGE CO CL B 60871R209 7,801 143,110 SH   SOLE   141,610 0 1,500
MONDELEZ INTL INC CL A 609207105 283 4,550 SH   SOLE   2,350 0 2,200
MORGAN STANLEY COM NEW 617446448 388 5,100 SH   SOLE   1,650 0 3,450
NETAPP INC COM 64110D104 12,507 191,700 SH   SOLE   185,500 0 6,200
NEWMONT CORP COM 651639106 9,555 160,135 SH   SOLE   152,765 0 7,370
NORTHERN TR CORP COM 665859104 6,640 68,820 SH   SOLE   68,220 0 600
NUTRIEN LTD COM 67077M108 10,162 127,520 SH   SOLE   124,580 0 2,940
NVENT ELECTRIC PLC SHS G6700G107 386 12,310 SH   SOLE   6,660 0 5,650
OGE ENERGY CORP COM 670837103 5,761 149,410 SH   SOLE   144,210 0 5,200
PACKAGING CORP AMER COM 695156109 5,331 38,770 SH   SOLE   36,970 0 1,800
PARKER-HANNIFIN CORP COM 701094104 3,765 15,300 SH   SOLE   15,300 0 0
PEPSICO INC COM 713448108 5,373 32,240 SH   SOLE   30,090 0 2,150
PFIZER INC COM 717081103 548 10,450 SH   SOLE   4,750 0 5,700
PHILLIPS 66 COM 718546104 8,585 104,710 SH   SOLE   101,710 0 3,000
PROSPERITY BANCSHARES INC COM 743606105 10,677 156,400 SH   SOLE   153,550 0 2,850
RADIAN GROUP INC COM 750236101 2,572 130,900 SH   SOLE   119,300 0 11,600
RAYTHEON TECHNOLOGIES CORP COM 75513E101 16,982 176,697 SH   SOLE   170,763 0 5,934
REALTY INCOME CORP COM 756109104 10,691 156,619 SH   SOLE   153,222 0 3,397
REGENERON PHARMACEUTICALS COM 75886F107 500 845 SH   SOLE   300 0 545
RIO TINTO PLC SPONSORED ADR 767204100 12,249 200,800 SH   SOLE   195,650 0 5,150
TARGET CORP COM 87612E106 297 2,105 SH   SOLE   1,205 0 900
TE CONNECTIVITY LTD SHS H84989104 4,739 41,882 SH   SOLE   39,932 0 1,950
TEXAS INSTRS INC COM 882508104 7,199 46,850 SH   SOLE   44,500 0 2,350
TEXAS PACIFIC LAND CORPORATI COM 88262P102 766 515 SH   SOLE   170 0 345
TRI POINTE HOMES INC COM 87265H109 177 10,500 SH   SOLE   0 0 10,500
UNION PAC CORP COM 907818108 6,844 32,090 SH   SOLE   30,140 0 1,950
UNITED PARCEL SERVICE INC CL B 911312106 465 2,550 SH   SOLE   1,250 0 1,300
VANGUARD INDEX FDS TOTAL STK MKT 922908769 289 1,533 SH   SOLE   1,533 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 12,017 236,790 SH   SOLE   229,840 0 6,950
VICI PPTYS INC COM 925652109 10,687 358,750 SH   SOLE   347,350 0 11,400
WELLS FARGO CO NEW COM 949746101 8,954 228,600 SH   SOLE   227,200 0 1,400
WEYERHAEUSER CO MTN BE COM NEW 962166104 391 11,800 SH   SOLE   3,200 0 8,600