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
1st Finl Banksh COM 32020R109   734,411 24,870 SH   SOLE   24,870 0 0
A S M L Holding Nv New COM N07059210   4,138,988 4,047 SH   SOLE   3,949 0 98
Abbott Laboratories COM 002824100   7,601,530 73,155 SH   SOLE   71,155 0 2,000
AbbVie Inc COM 00287Y109   807,494 4,708 SH   SOLE   4,708 0 0
Accenture PLC CL A COM G1151C101   9,555,902 31,495 SH   SOLE   30,437 0 1,058
Adobe Systems Inc COM 00724F101   4,914,307 8,846 SH   SOLE   8,571 0 275
Align Technology Inc COM 016255101   214,148 887 SH   SOLE   887 0 0
Alphabet Inc Class A COM 02079K305   3,385,208 18,585 SH   SOLE   17,485 0 1,100
Alphabet Inc Class C COM 02079K107   45,233,784 246,613 SH   SOLE   241,588 0 5,025
Altria Group Inc. COM 02209S103   339,256 7,448 SH   SOLE   7,448 0 0
Amazon Com Inc COM 023135106   39,862,076 206,272 SH   SOLE   201,639 0 4,633
American Express Company COM 025816109   4,144,655 17,900 SH   SOLE   17,677 0 223
Apple Computer Inc COM 037833100   36,816,380 174,800 SH   SOLE   165,167 0 9,634
Applied Materials Inc COM 038222105   17,847,928 75,630 SH   SOLE   74,449 0 1,181
AT&T Inc COM 00206R102   5,888,914 308,159 SH   SOLE   303,659 0 4,500
Berkshire Hathaway Cl B COM 084670702   24,957,587 61,351 SH   SOLE   59,803 0 1,548
Bhp Billiton Ltd Adr COM 088606108   3,833,402 67,147 SH   SOLE   66,147 0 1,000
Booking Holdings Inc COM 09857L108   15,628,861 3,945 SH   SOLE   3,859 0 86
Bristol-Myers Squibb Co COM 110122108   240,040 5,780 SH   SOLE   5,780 0 0
Broadcom Inc COM 11135F101   768,735 479 SH   SOLE   479 0 0
Brookfield Corp COM 11271J107   19,739,977 475,204 SH   SOLE   462,244 0 12,960
Brookfield Infra Ptnrs COM G16252101   607,218 22,129 SH   SOLE   22,129 0 0
Canadian Natl Ry Co COM 136375102   8,841,295 74,844 SH   SOLE   73,560 0 1,284
Cardinal Health Inc COM 14149Y108   6,352,256 64,608 SH   SOLE   64,029 0 579
Caterpillar Inc COM 149123101   18,444,668 55,373 SH   SOLE   54,125 0 1,248
Chevron Corp COM 166764100   16,562,453 105,884 SH   SOLE   102,723 0 3,161
Chubb Ltd F COM H1467J104   23,534,746 92,264 SH   SOLE   90,348 0 1,916
Cintas Corp COM 172908105   6,719,995 9,596 SH   SOLE   8,946 0 650
Cisco Systems Inc COM 17275R102   3,116,474 65,596 SH   SOLE   64,715 0 881
Coca Cola Company COM 191216100   3,328,195 52,289 SH   SOLE   51,874 0 415
Comstock Res Inc COM 205768302   186,840 18,000 SH   SOLE   18,000 0 0
Conocophillips COM 20825C104   990,645 8,661 SH   SOLE   8,661 0 0
Constellation Brand COM 21036P108   220,202 856 SH   SOLE   856 0 0
Corteva Inc COM 22052L104   8,122,324 150,581 SH   SOLE   144,642 0 5,939
Costco Whsl Corp New COM 22160K105   720,144 847 SH   SOLE   822 0 25
Cullen/Frost Bankers, Inc. COM 229899109   3,293,841 32,410 SH   SOLE   31,585 0 825
CVS Health Corporation COM 126650100   2,703,314 45,772 SH   SOLE   45,278 0 495
D R Horton Co COM 23331A109   5,486,942 38,934 SH   SOLE   38,788 0 145
Danaher Corp Del COM 235851102   3,367,348 13,477 SH   SOLE   13,377 0 100
Devon Energy Corp New COM 25179M103   225,438 4,756 SH   SOLE   4,756 0 0
Diageo Plc New Adr COM 25243Q205   4,915,484 38,987 SH   SOLE   38,462 0 525
Diamondback Energy COM 25278X109   1,266,728 6,328 SH   SOLE   6,128 0 200
Disney Walt Hldg Co COM 254687106   6,718,675 67,667 SH   SOLE   64,842 0 2,825
Dollar Tree Inc COM 256746108   589,904 5,525 SH   SOLE   5,175 0 350
Dow Inc. COM 260557103   1,973,087 37,193 SH   SOLE   34,693 0 2,500
Dycom Industries Inc COM 267475101   5,356,611 31,741 SH   SOLE   31,536 0 205
E O G Resources Inc COM 26875P101   12,633,858 100,372 SH   SOLE   98,255 0 2,118
Eagle Materials Inc COM 26969P108   8,563,363 39,379 SH   SOLE   39,117 0 262
Eaton Corporation COM G29183103   5,804,124 18,511 SH   SOLE   17,761 0 750
Enbridge Inc COM 29250N105   3,443,724 96,761 SH   SOLE   96,761 0 0
Enlink Midstream Llc COM 29336T100   172,000 12,500 SH   SOLE   12,500 0 0
Entegris Inc COM 29362U104   2,436,999 17,999 SH   SOLE   17,098 0 901
Enterprise Prd Prtnrs Lp COM 293792107   1,831,654 63,204 SH   SOLE   59,204 0 4,000
EQT Corporation COM 26884L109   13,971,560 377,814 SH   SOLE   369,161 0 8,653
Exxon Mobil Corporation COM 30231G102   18,292,758 158,902 SH   SOLE   156,315 0 2,586
FedEx Corporation COM 31428X106   20,535,788 68,489 SH   SOLE   67,259 0 1,230
Fidelity Natl Info COM 31620M106   942,000 12,500 SH   SOLE   12,500 0 0
Firstenergy Corp COM 337932107   1,247,602 32,600 SH   SOLE   32,600 0 0
Fiserv Inc COM 337738108   1,339,124 8,985 SH   SOLE   8,735 0 250
Fortinet Inc COM 34959E109   8,545,924 141,794 SH   SOLE   138,254 0 3,540
FRIEDMAN INDS INC COM COM 358435105   817,378 54,131 SH   SOLE   54,131 0 0
General Dynamics Corp COM 369550108   2,088,138 7,197 SH   SOLE   7,197 0 0
General Mills Inc COM 370334104   937,197 14,815 SH   SOLE   14,815 0 0
Gilead Sciences Inc COM 375558103   282,572 4,119 SH   SOLE   4,119 0 0
Glaxosmithkline Plc Adrf COM 37733W204   1,188,688 30,875 SH   SOLE   30,875 0 0
Global Payments Inc COM 37940X102   8,136,987 84,147 SH   SOLE   83,060 0 1,087
Home Depot Inc COM 437076102   1,442,335 4,190 SH   SOLE   3,707 0 483
Independent Bk Group Inc COM 45384B106   231,849 5,093 SH   SOLE   5,093 0 0
Intl Bancshares Corp COM 459044103   399,612 6,985 SH   SOLE   6,985 0 0
Intl Business Machines COM 459200101   530,957 3,070 SH   SOLE   3,070 0 0
Intl Flavors& Fragrances COM 459506101   1,528,597 16,055 SH   SOLE   16,055 0 0
Intuitive Surgical New COM 46120E602   383,461 862 SH   SOLE   862 0 0
Invesco QQQ Trust UNIT SER 1 46090E103   247,398 516 SH   SOLE   516 0 0
Iqvia Holdings Inc COM 46266C105   6,801,390 32,167 SH   SOLE   31,304 0 863
Ishares Floating Rate ETF ETF 46429B655   822,964 16,108 SH   SOLE   14,108 0 2,000
Johnson & Johnson COM 478160104   17,645,684 120,729 SH   SOLE   117,950 0 2,778
JPMorgan Chase & Co. COM 46625H100   25,303,068 125,102 SH   SOLE   121,771 0 3,331
Kellanova COM 487836108   1,258,462 21,818 SH   SOLE   21,818 0 0
Kinder Morgan Inc COM 49456B101   9,567,063 481,483 SH   SOLE   475,060 0 6,422
Lam Research Corporation COM 512807108   290,011 272 SH   SOLE   272 0 0
Lazard Inc COM 52110M109   1,649,192 43,195 SH   SOLE   42,430 0 765
Lilly Eli & Company COM 532457108   13,200,183 14,580 SH   SOLE   14,087 0 493
Lockheed Martin Corp COM 539830109   1,395,983 2,989 SH   SOLE   2,989 0 0
Lowes Companies Inc COM 548661107   15,228,544 69,076 SH   SOLE   67,357 0 1,719
Main Street Capital Corp COM 56035L104   779,028 15,429 SH   SOLE   15,429 0 0
Marketaxess Holdings COM 57060D108   1,103,517 5,503 SH   SOLE   5,503 0 0
Mastercard Inc COM 57636Q104   10,370,422 23,507 SH   SOLE   23,148 0 359
McDonalds Corp COM 580135101   14,306,771 56,140 SH   SOLE   54,072 0 2,068
Merck & Co Inc COM 58933Y105   3,736,075 30,178 SH   SOLE   29,968 0 210
Meta Platforms Inc Class A COM 30303M102   59,127,790 117,266 SH   SOLE   114,388 0 2,878
Microsoft Corp COM 594918104   52,018,048 116,384 SH   SOLE   113,069 0 3,316
NextEra Energy, Inc COM 65339F101   15,805,263 223,207 SH   SOLE   217,392 0 5,815
Nike Inc Class B COM 654106103   5,364,082 71,170 SH   SOLE   68,943 0 2,227
Northern Trust Corp COM 665859104   1,686,124 20,078 SH   SOLE   19,137 0 941
Nvidia Corp COM 67066G104   11,469,408 92,840 SH   SOLE   91,140 0 1,700
ONEOK Inc COM 682680103   857,658 10,517 SH   SOLE   10,517 0 0
Paychex Inc COM 704326107   10,228,373 86,272 SH   SOLE   84,137 0 2,135
Paycom Software Inc COM 70432V102   2,866,522 20,040 SH   SOLE   20,040 0 0
Pepsico Incorporated COM 713448108   14,476,486 87,774 SH   SOLE   85,977 0 1,797
Permian Resources Corp COM 71424F105   188,535 11,674 SH   SOLE   11,674 0 0
Pfizer Incorporated COM 717081103   10,782,840 385,377 SH   SOLE   375,374 0 10,003
Philip Morris Intl Inc COM 718172109   388,541 3,834 SH   SOLE   3,834 0 0
Phillips 66 COM 718546104   440,450 3,120 SH   SOLE   3,120 0 0
Plains All Amern Ppln Lp COM 726503105   386,943 21,665 SH   SOLE   21,665 0 0
Procter & Gamble Co COM 742718109   15,197,231 92,149 SH   SOLE   90,065 0 2,084
Prologis Inc COM 74340W103   2,472,364 22,014 SH   SOLE   21,514 0 500
Regions Financial Cp New COM 7591EP100   655,308 32,700 SH   SOLE   32,700 0 0
Restaurant Brands COM 76131D103   1,761,361 25,030 SH   SOLE   25,030 0 0
Ring Energy Inc COM 76680V108   45,733 27,061 SH   SOLE   27,061 0 0
RTX Corp COM 75513E101   1,457,839 14,522 SH   SOLE   14,522 0 0
Salesforce Com COM 79466L302   7,219,438 28,080 SH   SOLE   27,815 0 265
Sch St US Trsr ETF ETF 808524862   212,852 4,422 SH   SOLE   4,422 0 0
Schlumberger Ltd COM 806857108   10,066,444 213,363 SH   SOLE   211,448 0 1,915
Schwab US Market ETF ETF 808524102   1,139,497 18,125 SH   SOLE   18,125 0 0
Service Now Inc COM 81762P102   3,295,361 4,189 SH   SOLE   4,189 0 0
Silverbow Resources COM 82836G102   404,781 10,700 SH   SOLE   10,700 0 0
Skyward Specialty Ins Gr COM 830940102   1,673,904 46,266 SH   SOLE   0 0 46,266
Skyworks Solutions Inc COM 83088M102   787,504 7,389 SH   SOLE   7,389 0 0
SPDR S&P 500 ETF ETF 78462F103   935,844 1,720 SH   SOLE   1,720 0 0
Stabilis Solutions Inc COM 85236P101   108,501 28,182 SH   SOLE   28,182 0 0
Starbucks Corp COM 855244109   2,594,433 33,326 SH   SOLE   32,997 0 329
Stellar Bancorp Inc COM 858927106   4,053,683 176,554 SH   SOLE   176,554 0 0
Steris Corp COM G8473T100   7,873,076 35,862 SH   SOLE   34,634 0 1,228
Stryker Corp COM 863667101   17,313,024 50,883 SH   SOLE   49,599 0 1,284
T J X Cos Inc COM 872540109   2,296,896 20,862 SH   SOLE   20,362 0 500
Taiwan Semiconductr Adrf COM 874039100   869,398 5,002 SH   SOLE   4,877 0 125
Tesla Motors Inc COM 88160R101   224,198 1,133 SH   SOLE   1,133 0 0
Texas Instruments Inc COM 882508104   343,741 1,767 SH   SOLE   1,151 0 616
Thomson Reuters Corp COM 884903808   4,435,751 26,314 SH   SOLE   26,314 0 0
Thor Industries Inc COM 885160101   340,086 3,639 SH   SOLE   3,639 0 0
Unilever Plc Adr New COM 904767704   2,535,039 46,100 SH   SOLE   46,100 0 0
United Healthcare Cor COM 91324P102   22,470,477 44,124 SH   SOLE   42,839 0 1,285
United Rentals Inc COM 911363109   6,661,294 10,300 SH   SOLE   10,160 0 140
Vanguard Corp Bond ETF ETF 92206C870   245,652 3,073 SH   SOLE   3,073 0 0
Vanguard Health Care ETF 92204A504   282,226 1,061 SH   SOLE   1,061 0 0
Vanguard Info Technology ETF ETF 92204A702   230,636 400 SH   SOLE   400 0 0
Vanguard S&P 500 ETF ETF 922908363   208,348 417 SH   SOLE   417 0 0
Vanguard Telecom ETF ETF 92204A884   207,300 1,500 SH   SOLE   1,500 0 0
Verisk Analytics Inc COM 92345Y106   3,444,849 12,780 SH   SOLE   12,530 0 250
Visa Inc Cl A COM 92826C839   2,329,786 8,876 SH   SOLE   8,876 0 0
Wal-Mart Stores Inc COM 931142103   13,889,644 205,134 SH   SOLE   199,345 0 5,790
Waste Management Inc Del COM 94106L109   398,783 1,869 SH   SOLE   1,869 0 0
Welltower Inc COM 95040Q104   4,909,204 47,091 SH   SOLE   45,476 0 1,615
Willis Tower Watson P F COM G96629103   3,623,075 13,821 SH   SOLE   13,781 0 40
Workday Inc COM 98138H101   3,592,833 16,071 SH   SOLE   16,071 0 0
Zoetis Inc COM 98978V103   1,140,277 6,578 SH   SOLE   6,578 0 0