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
ABBOTT LABS COM 002824100 1,339 16,974 SH   SOLE 0 0 0 16,974
ABBVIE INC COM 00287Y109 4,168 54,702 SH   SOLE 0 17,330 0 37,372
ABRAXAS PETE CORP COM 003830106 9 75,500 SH   SOLE 0 0 0 75,500
ADT INC COM 00090Q103 57 13,300 SH   SOLE 0 0 0 13,300
AGCO CORP COM 001084102 486 10,287 SH   SOLE 0 6,037 0 4,250
ALPHABET INC CAP STK CL A 02079K305 429 369 SH   SOLE 0 0 0 369
ALPHABET INC CAP STK CL C 02079K107 688 592 SH   SOLE 0 0 0 592
AMAZON COM INC COM 023135106 2,326 1,193 SH   SOLE 0 641 0 552
AMERICAN AIRLS GROUP COM 02376R102 7,298 598,675 SH   SOLE 0 406,425 0 192,250
AMERICAN EAGLE OUTFI COM 02553E106 4,524 569,008 SH   SOLE 0 447,810 0 121,198
AMERICAN EXPRESS CO COM 025816109 1,219 14,243 SH   SOLE 0 0 0 14,243
AMERICAS CAR MART IN COM 03062T105 2,997 53,180 SH   SOLE 0 51,165 0 2,015
APPLE INC COM 037833100 6,019 23,671 SH   SOLE 0 7,675 0 15,996
APPLIED MATLS INC COM 038222105 852 18,597 SH   SOLE 0 5,597 0 13,000
AQUA METALS INC COM 03837J101 11 25,000 SH   SOLE 0 0 0 25,000
AT HOME GROUP INC COM 04650Y100 2,338 1,157,625 SH   SOLE 0 1,074,600 0 83,025
AT&T INC COM 00206R102 3,466 118,892 SH   SOLE 0 18,105 0 100,787
BANK AMER CORP COM 060505104 3,829 180,381 SH   SOLE 0 33,686 0 146,695
BERKSHIRE HATHAWAY I CL B NEW 084670702 437 2,391 SH   SOLE 0 1,550 0 841
BLACKSTONE GROUP INC COM CL A 09260D107 451 9,889 SH   SOLE 0 0 0 9,889
BLUE BIRD CORP COM 095306106 123 11,230 SH   SOLE 0 0 0 11,230
BOEING CO COM 097023105 4,013 26,908 SH   SOLE 0 5,479 0 21,429
BOOT BARN HLDGS INC COM 099406100 2,683 207,500 SH   SOLE 0 182,310 0 25,190
BOSTON SCIENTIFIC CO COM 101137107 804 24,638 SH   SOLE 0 0 0 24,638
BRISTOL MYERS SQUIBB COM 110122108 675 12,101 SH   SOLE 0 8,000 0 4,101
BROOKS AUTOMATION IN COM 114340102 3,209 105,229 SH   SOLE 0 92,745 0 12,484
BRUNSWICK CORP COM 117043109 5,060 143,052 SH   SOLE 0 114,057 0 28,995
CALAVO GROWERS INC COM 128246105 577 10,000 SH   SOLE 0 10,000 0 0
CALLON PETE CO DEL COM 13123X102 28 50,969 SH   SOLE 0 0 0 50,969
CATERPILLAR INC DEL COM 149123101 712 6,133 SH   SOLE 0 0 0 6,133
CENTENNIAL RESOURCE CL A 15136A102 275 1,045,450 SH   SOLE 0 1,000,000 0 45,450
CENTURY CMNTYS INC COM 156504300 1,617 111,467 SH   SOLE 0 48,870 0 62,597
CHEGG INC COM 163092109 1,121 31,320 SH   SOLE 0 25,390 0 5,930
CHEVRON CORP NEW COM 166764100 359 4,948 SH   SOLE 0 0 0 4,948
CINEMARK HOLDINGS IN COM 17243V102 1,154 113,200 SH   SOLE 0 90,000 0 23,200
CISCO SYS INC COM 17275R102 1,146 29,157 SH   SOLE 0 0 0 29,157
CITIGROUP INC COM NEW 172967424 510 12,102 SH   SOLE 0 0 0 12,102
CLEVELAND CLIFFS INC COM 185899101 7,554 1,912,410 SH   SOLE 0 1,323,900 0 588,510
COCA COLA CO COM 191216100 2,137 48,297 SH   SOLE 0 17,750 0 30,547
COMMERCIAL METALS CO COM 201723103 21,441 1,357,861 SH   SOLE 0 897,201 0 460,660
CONNS INC COM 208242107 54 12,893 SH   SOLE 0 0 0 12,893
COPART INC COM 217204106 242 3,531 SH   SOLE 0 0 0 3,531
COSTCO WHSL CORP NEW COM 22160K105 783 2,747 SH   SOLE 0 0 0 2,747
CREE INC COM 225447101 4,530 127,738 SH   SOLE 0 109,217 0 18,521
CULLEN FROST BANKERS COM 229899109 226 4,055 SH   SOLE 0 0 0 4,055
CVS HEALTH CORP COM 126650100 1,677 28,261 SH   SOLE 0 9,950 0 18,311
CYRUSONE INC COM 23283R100 3,791 61,400 SH   SOLE 0 55,344 0 6,056
D R HORTON INC COM 23331A109 676 19,879 SH   SOLE 0 0 0 19,879
DELTA AIR LINES INC COM NEW 247361702 2,402 84,209 SH   SOLE 0 16,514 0 67,695
DELTA APPAREL INC COM 247368103 108 10,400 SH   SOLE 0 10,400 0 0
DEXCOM INC COM 252131107 244 908 SH   SOLE 0 900 0 8
DIODES INC COM 254543101 1,463 36,000 SH   SOLE 0 36,000 0 0
DISNEY WALT CO COM DISNEY 254687106 2,338 24,199 SH   SOLE 0 7,800 0 16,399
DIXIE GROUP INC CL A 255519100 1,103 1,697,415 SH   SOLE 0 1,347,915 0 349,500
DOW INC COM 260557103 750 25,654 SH   SOLE 0 0 0 25,654
DUKE ENERGY CORP NEW COM NEW 26441C204 516 6,374 SH   SOLE 0 0 0 6,374
DULUTH HLDGS INC COM CL B 26443V101 2,524 629,546 SH   SOLE 0 516,346 0 113,200
EAGLE MATERIALS INC COM 26969P108 10,491 179,577 SH   SOLE 0 136,027 0 43,550
ELANCO ANIMAL HEALTH COM 28414H103 1,390 62,088 SH   SOLE 0 60,000 0 2,088
EMERGENT BIOSOLUTION COM 29089Q105 2,116 36,573 SH   SOLE 0 35,000 0 1,573
ENCORE WIRE CORP COM 292562105 3,017 71,851 SH   SOLE 0 62,855 0 8,996
ENERGY TRANSFER LP COM UT LTD PTN 29273V100 538 116,996 SH   SOLE 0 0 0 116,996
ENLINK MIDSTREAM LLC COM UNIT REP LTD 29336T100 732 665,809 SH   SOLE 0 39,678 0 626,131
EXACT SCIENCES CORP COM 30063P105 7,920 136,560 SH   SOLE 0 120,745 0 15,815
EXXON MOBIL CORP COM 30231G102 1,360 35,825 SH   SOLE 0 0 0 35,825
FACEBOOK INC CL A 30303M102 3,523 21,123 SH   SOLE 0 7,699 0 13,424
FACEBOOK INC CL A 30303M102 308 300 SH   SOLE 0 0 0 300
FEDERAL SIGNAL CORP COM 313855108 2,851 104,512 SH   SOLE 0 100,000 0 4,512
FEDEX CORP COM 31428X106 2,019 16,648 SH   SOLE 0 0 0 16,648
FIVE9 INC COM 338307101 6,787 88,762 SH   SOLE 0 81,855 0 6,907
GENERAC HLDGS INC COM 368736104 389 4,178 SH   SOLE 0 3,528 0 650
GEO GROUP INC NEW COM 36162J106 2,339 192,375 SH   SOLE 0 16,486 0 175,889
GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 205 5,400 SH   SOLE 0 0 0 5,400
GOGO INC COM 38046C109 967 456,000 SH   SOLE 0 450,000 0 6,000
GOOSEHEAD INS INC COM CL A 38267D109 1,187 26,591 SH   SOLE 0 18,577 0 8,014
GREEN BRICK PARTNERS COM 392709101 94 11,725 SH   SOLE 0 0 0 11,725
HALLMARK FINL SVCS I COM NEW 40624Q203 188 46,515 SH   SOLE 0 31,135 0 15,380
HANOVER INS GROUP IN COM 410867105 1,543 17,040 SH   SOLE 0 15,000 0 2,040
HAWAIIAN HOLDINGS IN COM 419879101 438 41,959 SH   SOLE 0 41,959 0 0
HELMERICH & PAYNE IN COM 423452101 396 25,293 SH   SOLE 0 0 0 25,293
HILLTOP HOLDINGS INC COM 432748101 8,115 536,687 SH   SOLE 0 477,733 0 58,954
HOLLYFRONTIER CORP COM 436106108 980 40,000 SH   SOLE 0 40,000 0 0
HOME DEPOT INC COM 437076102 4,024 21,552 SH   SOLE 0 4,623 0 16,929
HONEYWELL INTL INC COM 438516106 414 3,092 SH   SOLE 0 0 0 3,092
INDEPENDENT BK GROUP COM 45384B106 326 13,750 SH   SOLE 0 0 0 13,750
INTEL CORP COM 458140100 1,920 35,475 SH   SOLE 0 10,145 0 25,330
INTL PAPER CO COM 460146103 2,236 71,838 SH   SOLE 0 12,830 0 59,008
IRONWOOD PHARMACEUTI COM CL A 46333X108 1,961 194,383 SH   SOLE 0 178,340 0 16,043
JOHNSON & JOHNSON COM 478160104 5,739 43,769 SH   SOLE 0 8,840 0 34,929
JPMORGAN CHASE & CO COM 46625H100 2,531 28,115 SH   SOLE 0 8,908 0 19,207
KANSAS CITY SOUTHERN COM NEW 485170302 498 3,919 SH   SOLE 0 2,019 0 1,900
KIRBY CORP COM 497266106 342 7,878 SH   SOLE 0 6,032 0 1,846
KKR & CO INC CL A 48251W104 235 10,024 SH   SOLE 0 0 0 10,024
LGI HOMES INC COM 50187T106 4,450 98,567 SH   SOLE 0 84,890 0 13,677
LILLY ELI & CO COM 532457108 390 2,812 SH   SOLE 0 0 0 2,812
LIVE NATION ENTERTAI COM 538034109 206 4,540 SH   SOLE 0 4,540 0 0
LOCKHEED MARTIN CORP COM 539830109 465 1,372 SH   SOLE 0 627 0 745
LOWES COS INC COM 548661107 1,660 19,291 SH   SOLE 0 8,824 0 10,467
LUBYS INC COM 549282101 1,265 1,887,414 SH   SOLE 0 1,852,814 0 34,600
LUMENTUM HLDGS INC COM 55024U109 370 5,022 SH   SOLE 0 5,022 0 0
MARATHON PETE CORP COM 56585A102 512 21,658 SH   SOLE 0 20,000 0 1,658
MATADOR RES CO COM 576485205 3,947 1,591,434 SH   SOLE 0 1,083,229 0 508,205
MCDONALDS CORP COM 580135101 633 3,831 SH   SOLE 0 0 0 3,831
MEDICAL PPTYS TRUST COM 58463J304 291 16,850 SH   SOLE 0 0 0 16,850
MERCK & CO INC COM 58933Y105 4,843 62,939 SH   SOLE 0 9,925 0 53,014
MICRON TECHNOLOGY IN COM 595112103 4,579 108,868 SH   SOLE 0 60,623 0 48,245
MICROSOFT CORP COM 594918104 8,306 52,664 SH   SOLE 0 11,133 0 41,531
MVC CAPITAL INC COM 553829102 44 10,000 SH   SOLE 0 0 0 10,000
NCR CORP NEW COM 62886E108 10,047 567,599 SH   SOLE 0 466,385 0 101,214
NIKE INC CL B 654106103 640 7,735 SH   SOLE 0 5,805 0 1,930
NORDIC AMERICAN TANK COM G65773106 186 41,000 SH   SOLE 0 0 0 41,000
NORWEGIAN CRUISE LIN SHS G66721104 3,247 296,268 SH   SOLE 0 176,594 0 119,674
NVIDIA CORP COM 67066G104 1,237 4,694 SH   SOLE 0 0 0 4,694
NXP SEMICONDUCTORS N COM N6596X109 602 7,265 SH   SOLE 0 0 0 7,265
ON SEMICONDUCTOR COR COM 682189105 566 45,473 SH   SOLE 0 0 0 45,473
ONEOK INC NEW COM 682680103 1,984 90,990 SH   SOLE 0 27,588 0 63,402
ORION GROUP HOLDINGS COM 68628V308 61 23,300 SH   SOLE 0 21,200 0 2,100
OWENS CORNING NEW COM 690742101 3,297 84,944 SH   SOLE 0 66,344 0 18,600
PARSLEY ENERGY INC CL A 701877102 1,063 185,602 SH   SOLE 0 167,400 0 18,202
PAYPAL HLDGS INC COM 70450Y103 359 3,751 SH   SOLE 0 0 0 3,751
PEPSICO INC COM 713448108 1,660 13,818 SH   SOLE 0 5,650 0 8,168
PERFICIENT INC COM 71375U101 1,407 51,949 SH   SOLE 0 50,000 0 1,949
PRIMORIS SVCS CORP COM 74164F103 3,472 218,387 SH   SOLE 0 211,500 0 6,887
PROCTER & GAMBLE CO COM 742718109 1,114 10,123 SH   SOLE 0 0 0 10,123
PROSPERITY BANCSHARE COM 743606105 425 8,817 SH   SOLE 0 0 0 8,817
QUEST RESOURCE HLDG COM NEW 74836W203 12 10,360 SH   SOLE 0 0 0 10,360
REDFIN CORP COM 75737F108 1,079 70,000 SH   SOLE 0 70,000 0 0
REGIS CORP MINN COM 758932107 270 45,750 SH   SOLE 0 23,200 0 22,550
REVOLVE GROUP INC CL A 76156B107 5,432 628,684 SH   SOLE 0 495,475 0 133,209
RH COM 74967X103 2,911 28,978 SH   SOLE 0 27,033 0 1,945
RLJ LODGING TR CUM CONV PFD A 74965L200 249 14,250 SH   SOLE 0 0 0 14,250
RYMAN HOSPITALITY PP COM 78377T107 3,778 105,380 SH   SOLE 0 73,850 0 31,530
SAILPOINT TECHNLGIES COM 78781P105 2,093 137,500 SH   SOLE 0 130,000 0 7,500
SCHLUMBERGER LTD COM 806857108 508 37,693 SH   SOLE 0 0 0 37,693
SCORPIO TANKERS INC SHS Y7542C130 7,860 411,098 SH   SOLE 0 336,085 0 75,013
SHERWIN WILLIAMS CO COM 824348106 450 980 SH   SOLE 0 630 0 350
SHOE CARNIVAL INC COM 824889109 2,068 99,580 SH   SOLE 0 92,041 0 7,539
SMARTSHEET INC COM CL A 83200N103 222 5,350 SH   SOLE 0 5,350 0 0
SOUTHERN CO COM 842587107 217 4,010 SH   SOLE 0 0 0 4,010
SOUTHWEST AIRLS CO COM 844741108 1,893 53,165 SH   SOLE 0 0 0 53,165
SPDR GOLD TRUST GOLD SHS 78463V107 570 3,850 SH   SOLE 0 0 0 3,850
SPIRIT AEROSYSTEMS H COM CL A 848574109 237 9,900 SH   SOLE 0 0 0 9,900
SPORTSMANS WHSE HLDG COM 84920Y106 149 24,150 SH   SOLE 0 21,490 0 2,660
SQUARE INC CL A 852234103 2,405 45,915 SH   SOLE 0 34,725 0 11,190
STARBUCKS CORP COM 855244109 864 13,149 SH   SOLE 0 8,432 0 4,717
STURM RUGER & CO INC COM 864159108 255 5,000 SH   SOLE 0 0 0 5,000
TANDEM DIABETES CARE COM NEW 875372203 4,399 68,362 SH   SOLE 0 61,865 0 6,497
TARGA RES CORP COM 87612G101 279 40,305 SH   SOLE 0 0 0 40,305
TAYLOR MORRISON HOME COM 87724P106 1,914 174,040 SH   SOLE 0 162,540 0 11,500
TEXAS INSTRS INC COM 882508104 1,242 12,432 SH   SOLE 0 7,077 0 5,355
TEXAS PAC LD TR SUB CTF PROP I T 882610108 21,994 57,878 SH   SOLE 0 36,612 0 21,266
TEXAS ROADHOUSE INC COM 882681109 2,855 69,127 SH   SOLE 0 65,050 0 4,077
TILLYS INC CL A 886885102 136 33,000 SH   SOLE 0 33,000 0 0
TIPTREE INC COM 88822Q103 127 24,300 SH   SOLE 0 21,600 0 2,700
TOWER SEMICONDUCTOR SHS NEW M87915274 4,482 281,504 SH   SOLE 0 263,780 0 17,724
TRIUMPH BANCORP INC COM 89679E300 7,036 270,598 SH   SOLE 0 176,080 0 94,518
TUESDAY MORNING CORP COM NEW 899035505 58 100,000 SH   SOLE 0 0 0 100,000
TWILIO INC CL A 90138F102 2,271 25,382 SH   SOLE 0 20,547 0 4,835
TWITTER INC COM 90184L102 4,165 169,600 SH   SOLE 0 136,555 0 33,045
TYLER TECHNOLOGIES I COM 902252105 240 810 SH   SOLE 0 710 0 100
TYSON FOODS INC CL A 902494103 629 10,877 SH   SOLE 0 0 0 10,877
U S CONCRETE INC COM NEW 90333L201 10,394 572,999 SH   SOLE 0 441,839 0 131,160
UBER TECHNOLOGIES IN COM 90353T100 4,825 172,804 SH   SOLE 0 134,059 0 38,745
UNION PACIFIC CORP COM 907818108 1,581 11,207 SH   SOLE 0 5,446 0 5,761
UNITED AIRLINES HLDG COM 910047109 360 11,400 SH   SOLE 0 0 0 11,400
UNITED PARCEL SERVIC CL B 911312106 568 6,085 SH   SOLE 0 0 0 6,085
UNITED RENTALS INC COM 911363109 1,005 9,770 SH   SOLE 0 0 0 9,770
UNITED STATES STL CO COM 912909108 272 43,055 SH   SOLE 0 11,900 0 31,155
UPLAND SOFTWARE INC COM 91544A109 2,066 77,019 SH   SOLE 0 75,379 0 1,640
VERIZON COMMUNICATIO COM 92343V104 2,861 53,256 SH   SOLE 0 11,580 0 41,676
VISA INC COM CL A 92826C839 1,933 11,997 SH   SOLE 0 4,115 0 7,882
VISTRA ENERGY CORP COM 92840M102 431 27,000 SH   SOLE 0 0 0 27,000
WAITR HLDGS INC COM 930752100 1,303 1,059,181 SH   SOLE 0 1,035,580 0 23,601
WALMART INC COM 931142103 3,729 32,821 SH   SOLE 0 8,949 0 23,872
WELLS FARGO CO NEW COM 949746101 1,181 41,152 SH   SOLE 0 0 0 41,152
WHIRLPOOL CORP COM 963320106 622 7,245 SH   SOLE 0 0 0 7,245
WPX ENERGY INC COM 98212B103 568 186,368 SH   SOLE 0 165,000 0 21,368
YETI HLDGS INC COM 98585X104 6,998 358,512 SH   SOLE 0 330,441 0 28,071