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
ALLSTATE CORP COM 020002101   14,465 90,599 SH   SOLE   90,599 0 0
AMAZON COM INC COM 023135106   272 1,410 SH   SOLE   1,410 0 0
AMERICAN ELEC PWR INC COM 025537101   11,524 131,345 SH   SOLE   131,345 0 0
APPLE INC COM 037833100   328 1,555 SH   SOLE   1,555 0 0
APPLIED MATLS INC COM 038222105   14,912 63,190 SH   SOLE   63,190 0 0
BAKER HUGHES COMPANY CL A 05722G100   7,923 225,265 SH   SOLE   225,265 0 0
BLACK STONE MINERALS L P COM UNIT 09225M101   317 20,200 SH   SOLE   20,200 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   6,956 167,488 SH   SOLE   167,488 0 0
CHEVRON CORP NEW COM 166764100   19,864 126,991 SH   SOLE   126,991 0 0
CISCO SYS INC COM 17275R102   9,077 191,045 SH   SOLE   191,045 0 0
CONAGRA BRANDS INC COM 205887102   10,060 353,959 SH   SOLE   353,959 0 0
CVS HEALTH CORP COM 126650100   8,220 139,179 SH   SOLE   139,179 0 0
ENERGY TRANSFER L P COM UT LTD PTN 29273V100   871 53,687 SH   SOLE   53,687 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107   1,564 53,959 SH   SOLE   53,959 0 0
FEDEX CORP COM 31428X106   18,973 63,277 SH   SOLE   63,277 0 0
FOX CORP CL B COM 35137L204   9,028 281,940 SH   SOLE   281,940 0 0
FRANKIN TEMPLETON ETF TRUST FRANKLIN INDIA 35473P769   267 6,700 SH   SOLE   6,700 0 0
GILEAD SCIENCES INC COM 375558103   10,031 146,210 SH   SOLE   146,210 0 0
GOLD RESOURCE CORP COM 38068T105   5 13,000 SH   SOLE   13,000 0 0
HESS MIDSTREAM LP CL A SHS 428103105   383 10,500 SH   SOLE   10,500 0 0
HP INC COM 40434L105   11,220 320,384 SH   SOLE   320,384 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   1,839 3,838 SH   SOLE   3,838 0 0
ISHARES INC MSCI GERMANY ETF 464286806   493 16,095 SH   SOLE   16,095 0 0
ISHARES INC MSCI EMRG CHN 46434G764   541 9,135 SH   SOLE   9,135 0 0
ISHARES INC MSCI JPN ETF NEW 46434G822   458 6,705 SH   SOLE   6,705 0 0
ISHARES TR MSCI CHINA A 46434V514   489 19,320 SH   SOLE   19,320 0 0
ISHARES TR CORE MSCI INTL 46435G326   1,123 17,110 SH   SOLE   17,110 0 0
ISHARES TR CORE S&P500 ETF 464287200   1,808 3,304 SH   SOLE   3,304 0 0
ISHARES TR CORE S&P SCP ETF 464287804   225 2,110 SH   SOLE   2,110 0 0
MARATHON OIL CORP COM 565849106   17,046 594,567 SH   SOLE   594,567 0 0
MEDTRONIC INC SHS G5960L103   13,890 176,475 SH   SOLE   176,475 0 0
MUELLER INDS INC COM 624756102   9,762 171,435 SH   SOLE   171,435 0 0
MPLX LP COM UNIT REP LTD 55336V100   330 7,750 SH   SOLE   7,750 0 0
NEWMONT CORP COM 651639106   9,733 232,457 SH   SOLE   232,457 0 0
ORACLE CORP COM 68389X105   22,538 159,620 SH   SOLE   159,620 0 0
PAYPAL HLDGS INC COM 70450Y103   12,844 221,335 SH   SOLE   221,335 0 0
PHILLIPS 66 COM 718546104   18,911 133,960 SH   SOLE   133,960 0 0
PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105   393 22,000 SH   SOLE   22,000 0 0
QORVO INC COM 74736K101   10,518 90,638 SH   SOLE   90,638 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101   15,600 155,394 SH   SOLE   155,394 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   3,443 6,326 SH   SOLE   6,326 0 0
SUBURBAN PROPANE PARTNERS L UNIT LTD PARTN 864482104   420 22,093 SH   SOLE   22,093 0 0
UNITED RENTALS INC COM 911363109   24,027 37,152 SH   SOLE   37,152 0 0
VALMONT INDS INC COM 920253101   5,624 20,492 SH   SOLE   20,492 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858   988 22,580 SH   SOLE   22,580 0 0
VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874   1,506 22,557 SH   SOLE   22,557 0 0
VANGUARD WORLD FD INF TECH ETF 92204A702   288 500 SH   SOLE   500 0 0
VANGUARD INDEX FUNDS TOTAL STK MKT 922908769   554 2,070 SH   SOLE   2,070 0 0
VANGUARD INTERNATIONAL EQUITY FTSE PACIFIC ETF 922042866   252 3,400 SH   SOLE   3,400 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   9,774 236,996 SH   SOLE   236,996 0 0
WESTERN MIDSTREAM PARTNERS L COM UNIT LP INT 958669103   318 8,000 SH   SOLE   8,000 0 0
WISDOMTREE TR US SMALLCAP DIVD 97717W604   972 31,190 SH   SOLE   31,190 0 0