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 11,498 85,673 SH   SOLE   80,215 0 5,458
AIR LEASE CORP CL A 00912X302 227 7,310 SH   SOLE   3,260 0 4,050
AMERICAN EXPRESS CO COM 025816109 209 1,550 SH   SOLE   1,450 0 100
AMERICAN INTL GROUP INC COM NEW 026874784 16,401 345,435 SH   SOLE   335,635 0 9,800
AMERIPRISE FINL INC COM 03076C106 755 2,995 SH   SOLE   945 0 2,050
AMGEN INC COM 031162100 9,221 40,911 SH   SOLE   40,311 0 600
APTIV PLC SHS G6095L109 203 2,595 SH   SOLE   720 0 1,875
ASTRAZENECA PLC SPONSORED ADR 046353108 4,135 75,406 SH   SOLE   75,206 0 200
AT&T INC COM 00206R102 7,843 511,250 SH   SOLE   496,150 0 15,100
ATLAS CORP SHARES Y0436Q109 13,511 972,020 SH   SOLE   944,420 0 27,600
BECTON DICKINSON & CO COM 075887109 205 920 SH   SOLE   870 0 50
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 382 1,429 SH   SOLE   620 0 809
BK OF AMERICA CORP COM 060505104 278 9,200 SH   SOLE   3,250 0 5,950
BRISTOL-MYERS SQUIBB CO COM 110122108 263 3,700 SH   SOLE   3,700 0 0
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 391 9,566 SH   SOLE   6,066 0 3,500
CARDINAL HEALTH INC COM 14149Y108 11,379 170,650 SH   SOLE   165,700 0 4,950
CF INDS HLDGS INC COM 125269100 318 3,300 SH   SOLE   1,500 0 1,800
CHEVRON CORP NEW COM 166764100 7,593 52,850 SH   SOLE   48,500 0 4,350
CHUBB LIMITED COM H1467J104 13,672 75,169 SH   SOLE   74,369 0 800
CISCO SYS INC COM 17275R102 7,567 189,180 SH   SOLE   186,580 0 2,600
CITIGROUP INC COM NEW 172967424 10,574 253,750 SH   SOLE   247,250 0 6,500
CME GROUP INC COM 12572Q105 6,361 35,910 SH   SOLE   35,000 0 910
COMCAST CORP NEW CL A 20030N101 8,017 273,326 SH   SOLE   263,076 0 10,250
CONOCOPHILLIPS COM 20825C104 20,962 204,830 SH   SOLE   192,780 0 12,050
CORNING INC COM 219350105 6,201 213,695 SH   SOLE   208,595 0 5,100
CUMMINS INC COM 231021106 356 1,750 SH   SOLE   470 0 1,280
DARDEN RESTAURANTS INC COM 237194105 10,966 86,810 SH   SOLE   83,500 0 3,310
DEVON ENERGY CORP NEW COM 25179M103 204 3,400 SH   SOLE   2,700 0 700
EQUINOR ASA SPONSORED ADR 29446M102 8,791 265,500 SH   SOLE   265,500 0 0
GENUINE PARTS CO COM 372460105 9,127 61,125 SH   SOLE   60,075 0 1,050
INGREDION INC COM 457187102 9,608 119,325 SH   SOLE   116,575 0 2,750
INTERNATIONAL BUSINESS MACHS COM 459200101 13,720 115,480 SH   SOLE   113,130 0 2,350
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 6,135 67,547 SH   SOLE   66,147 0 1,400
JPMORGAN CHASE & CO COM 46625H100 589 5,632 SH   SOLE   2,932 0 2,700
KINDER MORGAN INC DEL COM 49456B101 9,182 551,820 SH   SOLE   539,820 0 12,000
KONINKLIJKE PHILIPS N V NY REGIS SHS NEW 500472303 2,190 142,316 SH   SOLE   142,316 0 0
KONTOOR BRANDS INC COM 50050N103 10,783 320,834 SH   SOLE   311,684 0 9,150
KRAFT HEINZ CO COM 500754106 11,566 346,820 SH   SOLE   337,120 0 9,700
LEAR CORP COM NEW 521865204 7,098 59,300 SH   SOLE   59,300 0 0
MEDTRONIC PLC SHS G5960L103 7,150 88,544 SH   SOLE   85,138 0 3,406
MERCK & CO INC COM 58933Y105 16,210 188,225 SH   SOLE   185,075 0 3,150
METLIFE INC COM 59156R108 14,101 232,000 SH   SOLE   225,800 0 6,200
MOLSON COORS BEVERAGE CO CL B 60871R209 7,062 147,160 SH   SOLE   142,360 0 4,800
MONDELEZ INTL INC CL A 609207105 217 3,950 SH   SOLE   1,750 0 2,200
MORGAN STANLEY COM NEW 617446448 352 4,450 SH   SOLE   1,000 0 3,450
NETAPP INC COM 64110D104 11,186 180,850 SH   SOLE   174,650 0 6,200
NEWMONT CORP COM 651639106 9,017 214,535 SH   SOLE   207,265 0 7,270
NORTHERN TR CORP COM 665859104 5,871 68,620 SH   SOLE   68,020 0 600
NUTRIEN LTD COM 67077M108 10,570 126,770 SH   SOLE   123,830 0 2,940
NVENT ELECTRIC PLC SHS G6700G107 354 11,210 SH   SOLE   5,560 0 5,650
OGE ENERGY CORP COM 670837103 5,450 149,485 SH   SOLE   144,285 0 5,200
PACKAGING CORP AMER COM 695156109 4,376 38,970 SH   SOLE   36,970 0 2,000
PARKER-HANNIFIN CORP COM 701094104 5,585 23,050 SH   SOLE   23,050 0 0
PEPSICO INC COM 713448108 5,229 32,027 SH   SOLE   29,877 0 2,150
PFIZER INC COM 717081103 306 7,000 SH   SOLE   1,900 0 5,100
PHILLIPS 66 COM 718546104 8,450 104,685 SH   SOLE   101,685 0 3,000
PROSPERITY BANCSHARES INC COM 743606105 10,535 157,998 SH   SOLE   154,848 0 3,150
RADIAN GROUP INC COM 750236101 6,711 347,900 SH   SOLE   333,000 0 14,900
RAYTHEON TECHNOLOGIES CORP COM 75513E101 15,635 190,997 SH   SOLE   185,063 0 5,934
REALTY INCOME CORP COM 756109104 8,130 139,692 SH   SOLE   136,295 0 3,397
REGENERON PHARMACEUTICALS COM 75886F107 582 845 SH   SOLE   300 0 545
RIO TINTO PLC SPONSORED ADR 767204100 12,804 232,550 SH   SOLE   227,300 0 5,250
TARGET CORP COM 87612E106 312 2,105 SH   SOLE   1,205 0 900
TE CONNECTIVITY LTD SHS H84989104 4,655 42,182 SH   SOLE   40,232 0 1,950
TEXAS INSTRS INC COM 882508104 7,251 46,850 SH   SOLE   44,500 0 2,350
TEXAS PACIFIC LAND CORPORATI COM 88262P102 862 485 SH   SOLE   140 0 345
UNION PAC CORP COM 907818108 6,276 32,215 SH   SOLE   30,265 0 1,950
UNITED PARCEL SERVICE INC CL B 911312106 412 2,550 SH   SOLE   1,250 0 1,300
VANGUARD INDEX FDS TOTAL STK MKT 922908769 275 1,533 SH   SOLE   1,533 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 8,220 216,494 SH   SOLE   212,144 0 4,350
VICI PPTYS INC COM 925652109 9,447 316,481 SH   SOLE   305,081 0 11,400
WELLS FARGO CO NEW COM 949746101 9,158 227,700 SH   SOLE   226,300 0 1,400
WEYERHAEUSER CO MTN BE COM NEW 962166104 325 11,370 SH   SOLE   2,770 0 8,600