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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALPHABET INC CAP STK CL A 02079K305   521,463 3,455 SH   SOLE   3,455 0 0
APPLE INC COM 037833100   386,859 2,256 SH   SOLE   2,256 0 0
ARGAN INC COM 04010E109   958,895 18,973 SH   SOLE   18,973 0 0
AVANOS MED INC COM 05350V106   319,556 16,050 SH   SOLE   16,050 0 0
BARRICK GOLD CORP COM 067901108   3,531,141 212,208 SH   SOLE   191,633 0 20,575
BOEING CO COM 097023105   397,173 2,058 SH   SOLE   2,058 0 0
BORGWARNER INC COM 099724106   3,402,123 97,931 SH   SOLE   87,711 0 10,220
BRISTOL-MYERS SQUIBB CO COM 110122108   3,203,041 59,064 SH   SOLE   53,049 0 6,015
CHENIERE ENERGY INC COM NEW 16411R208   289,981 1,798 SH   SOLE   1,798 0 0
CHEVRON CORP NEW COM 166764100   4,334,153 27,477 SH   SOLE   24,982 0 2,495
CISCO SYS INC COM 17275R102   3,552,766 71,183 SH   SOLE   63,208 0 7,975
CORNING INC COM 219350105   3,237,760 98,233 SH   SOLE   88,508 0 9,725
CORTEVA INC COM 22052L104   844,116 14,637 SH   SOLE   14,637 0 0
CULLEN FROST BANKERS INC COM 229899109   692,981 6,156 SH   SOLE   5,506 0 650
DEERE & CO COM 244199105   1,005,492 2,448 SH   SOLE   2,448 0 0
DEVON ENERGY CORP NEW COM 25179M103   3,583,103 71,405 SH   SOLE   63,930 0 7,475
DIREXION SHS ETF TR 20YR TRES BEAR 25460G849   250,371 7,476 SH   SOLE   7,476 0 0
DISNEY WALT CO COM 254687106   4,135,156 33,795 SH   SOLE   30,610 0 3,185
DUKE ENERGY CORP NEW COM NEW 26441C204   3,206,710 33,158 SH   SOLE   29,628 0 3,530
ELANCO ANIMAL HEALTH INC COM 28414H103   387,708 23,815 SH   SOLE   23,815 0 0
ENERGY RECOVERY INC COM 29270J100   472,911 29,950 SH   SOLE   29,950 0 0
EVERGY INC COM 30034W106   3,466,230 64,935 SH   SOLE   57,695 0 7,240
EXXON MOBIL CORP COM 30231G102   547,086 4,707 SH   SOLE   4,707 0 0
FEDEX CORP COM 31428X106   4,128,505 14,249 SH   SOLE   12,599 0 1,650
FLOWERS FOODS INC COM 343498101   342,950 14,440 SH   SOLE   14,440 0 0
FMC CORP COM NEW 302491303   404,177 6,345 SH   SOLE   6,345 0 0
GENERAL DYNAMICS CORP COM 369550108   3,442,423 12,186 SH   SOLE   10,686 0 1,500
HAEMONETICS CORP MASS COM 405024100   853,415 9,999 SH   SOLE   9,999 0 0
HEIDRICK & STRUGGLES INTL IN COM 422819102   307,316 9,130 SH   SOLE   9,130 0 0
HELMERICH & PAYNE INC COM 423452101   293,369 6,975 SH   SOLE   6,975 0 0
HENRY SCHEIN INC COM 806407102   340,218 4,505 SH   SOLE   4,505 0 0
HOME DEPOT INC COM 437076102   555,069 1,447 SH   SOLE   1,447 0 0
HONEYWELL INTL INC COM 438516106   564,027 2,748 SH   SOLE   2,748 0 0
INGREDION INC COM 457187102   3,686,267 31,547 SH   SOLE   27,702 0 3,845
INTEL CORP COM 458140100   3,472,557 78,618 SH   SOLE   70,473 0 8,145
JOHNSON & JOHNSON COM 478160104   2,985,678 18,874 SH   SOLE   16,864 0 2,010
JPMORGAN CHASE & CO COM 46625H100   630,144 3,146 SH   SOLE   3,146 0 0
JUNIPER NETWORKS INC COM 48203R104   409,884 11,060 SH   SOLE   11,060 0 0
KIMBERLY-CLARK CORP COM 494368103   3,239,183 25,042 SH   SOLE   22,322 0 2,720
KIRBY CORP COM 497266106   563,151 5,908 SH   SOLE   5,908 0 0
KROGER CO COM 501044101   3,466,248 60,673 SH   SOLE   52,473 0 8,200
LIFECORE BIOMEDICAL INC COM 514766104   118,997 22,410 SH   SOLE   22,410 0 0
MATRIX SVC CO COM 576853105   675,592 51,849 SH   SOLE   51,849 0 0
MCKESSON CORP COM 58155Q103   665,157 1,239 SH   SOLE   1,239 0 0
MEDTRONIC PLC SHS G5960L103   3,373,664 38,711 SH   SOLE   34,136 0 4,575
MERCK & CO INC COM 58933Y105   4,405,810 33,390 SH   SOLE   30,000 0 3,390
MICROSOFT CORP COM 594918104   4,425,369 10,519 SH   SOLE   9,469 0 1,050
MOSAIC CO NEW COM 61945C103   316,810 9,760 SH   SOLE   9,760 0 0
NEW GOLD INC CDA COM 644535106   17,000 10,000 SH   SOLE   10,000 0 0
NEWMONT CORP COM 651639106   3,601,812 100,497 SH   SOLE   92,192 0 8,305
NISOURCE INC COM 65473P105   291,260 10,530 SH   SOLE   10,530 0 0
NOVAGOLD RES INC COM NEW 66987E206   30,000 10,000 SH   SOLE   10,000 0 0
NUTRIEN LTD COM 67077M108   3,064,442 56,425 SH   SOLE   50,630 0 5,795
OCCIDENTAL PETE CORP COM 674599105   506,597 7,795 SH   SOLE   7,795 0 0
ORACLE CORP COM 68389X105   3,546,598 28,235 SH   SOLE   25,030 0 3,205
PEPSICO INC COM 713448108   3,330,118 19,028 SH   SOLE   16,608 0 2,420
PFIZER INC COM 717081103   3,114,135 112,221 SH   SOLE   102,096 0 10,125
PIMCO ETF TR ULTRA SHORT GOVT 72201R577   1,197,616 11,840 SH   SOLE   11,840 0 0
PIMCO ETF TR ENHAN SHRT MA AC 72201R833   425,284 4,230 SH   SOLE   4,230 0 0
PROCTER AND GAMBLE CO COM 742718109   383,002 2,361 SH   SOLE   2,361 0 0
PROSHARES TR II ULTRA GOLD 74347W601   289,040 4,000 SH   SOLE   4,000 0 0
RALPH LAUREN CORP CL A 751212101   444,991 2,370 SH   SOLE   2,370 0 0
REVVITY INC COM 714046109   406,875 3,875 SH   SOLE   3,875 0 0
ROYAL GOLD INC COM 780287108   317,924 2,610 SH   SOLE   2,610 0 0
RPM INTL INC COM 749685103   407,685 3,427 SH   SOLE   3,427 0 0
SCHLUMBERGER LTD COM STK 806857108   3,668,488 66,931 SH   SOLE   60,371 0 6,560
SCHWAB CHARLES CORP COM 808513105   624,294 8,630 SH   SOLE   8,630 0 0
SCOTTS MIRACLE-GRO CO CL A 810186106   973,474 13,051 SH   SOLE   13,051 0 0
SMITH & NEPHEW PLC SPDN ADR NEW 83175M205   262,222 10,340 SH   SOLE   10,340 0 0
SOUTHERN CO COM 842587107   1,853,244 25,833 SH   SOLE   25,833 0 0
SPDR GOLD TR GOLD SHS 78463V107   1,062,955 5,167 SH   SOLE   5,167 0 0
STANDEX INTL CORP COM 854231107   615,545 3,378 SH   SOLE   3,378 0 0
SYNAPTICS INC COM 87157D109   273,168 2,800 SH   SOLE   2,800 0 0
TYSON FOODS INC CL A 902494103   3,482,572 59,298 SH   SOLE   53,998 0 5,300
UNILEVER PLC SPON ADR NEW 904767704   3,286,391 65,479 SH   SOLE   58,384 0 7,095
UNIVERSAL CORP VA COM 913456109   350,920 6,785 SH   SOLE   6,785 0 0
VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102   480,936 8,282 SH   SOLE   7,727 0 555
VERIZON COMMUNICATIONS INC COM 92343V104   3,494,219 83,275 SH   SOLE   74,260 0 9,015
VISTA GOLD CORP COM NEW 927926303   6,325 11,200 SH   SOLE   11,200 0 0
WALMART INC COM 931142103   4,321,048 71,814 SH   SOLE   64,074 0 7,740
WEYERHAEUSER CO MTN BE COM NEW 962166104   585,015 16,291 SH   SOLE   16,291 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105   819,314 2,718 SH   SOLE   2,718 0 0