UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| RLJ LODGING TR | CUM CONV PFD A | 74965L200 | 223 | 8,250 | SH | SOLE | 0 | 0 | 0 | 8,250 | |
| NXP SEMICONDUCTORS N | COM | N6596X109 | 822 | 7,530 | SH | SOLE | 0 | 0 | 0 | 7,530 | |
| NORWEGIAN CRUISE LIN | SHS | G66721104 | 862 | 16,650 | SH | SOLE | 0 | 0 | 0 | 16,650 | |
| CAPRI HOLDINGS LIMIT | SHS | G1890L107 | 212 | 6,400 | SH | SOLE | 0 | 0 | 0 | 6,400 | |
| XCEL ENERGY INC | COM | 98389B100 | 3,131 | 48,246 | SH | SOLE | 0 | 0 | 0 | 48,246 | |
| WHIRLPOOL CORP | COM | 963320106 | 261 | 1,650 | SH | SOLE | 0 | 0 | 0 | 1,650 | |
| WELLS FARGO CO NEW | COM | 949746101 | 438 | 8,675 | SH | SOLE | 0 | 0 | 0 | 8,675 | |
| WALMART INC | COM | 931142103 | 1,411 | 11,891 | SH | SOLE | 0 | 0 | 0 | 11,891 | |
| WAITR HLDGS INC | COM | 930752100 | 71 | 55,500 | SH | SOLE | 0 | 0 | 0 | 55,500 | |
| VISTRA ENERGY CORP | COM | 92840M102 | 238 | 8,900 | SH | SOLE | 0 | 0 | 0 | 8,900 | |
| VISA INC | COM CL A | 92826C839 | 215 | 1,250 | SH | SOLE | 0 | 0 | 0 | 1,250 | |
| VERIZON COMMUNICATIO | COM | 92343V104 | 2,491 | 41,268 | SH | SOLE | 0 | 0 | 0 | 41,268 | |
| VENTAS INC | COM | 92276F100 | 355 | 4,863 | SH | SOLE | 0 | 0 | 0 | 4,863 | |
| UNITED STATES STL CO | COM | 912909108 | 1,004 | 86,933 | SH | SOLE | 0 | 0 | 0 | 86,933 | |
| UNITED RENTALS INC | COM | 911363109 | 801 | 6,425 | SH | SOLE | 0 | 0 | 0 | 6,425 | |
| U S CONCRETE INC | COM NEW | 90333L201 | 1,704 | 30,825 | SH | SOLE | 0 | 0 | 0 | 30,825 | |
| TRIUMPH BANCORP INC | COM | 89679E300 | 1,429 | 44,800 | SH | SOLE | 0 | 0 | 0 | 44,800 | |
| TEXAS PAC LD TR | SUB CTF PROP I T | 882610108 | 13,541 | 20,846 | SH | SOLE | 0 | 0 | 0 | 20,846 | |
| TEXAS INSTRS INC | COM | 882508104 | 494 | 3,819 | SH | SOLE | 0 | 0 | 0 | 3,819 | |
| SOUTHWEST AIRLS CO | COM | 844741108 | 2,378 | 44,035 | SH | SOLE | 0 | 0 | 0 | 44,035 | |
| SOUTHERN CO | COM | 842587107 | 801 | 12,969 | SH | SOLE | 0 | 0 | 0 | 12,969 | |
| SMUCKER J M CO | COM NEW | 832696405 | 260 | 2,365 | SH | SOLE | 0 | 0 | 0 | 2,365 | |
| SCHLUMBERGER LTD | COM | 806857108 | 1,364 | 39,927 | SH | SOLE | 0 | 0 | 0 | 39,927 | |
| RYMAN HOSPITALITY PP | COM | 78377T107 | 2,686 | 32,831 | SH | SOLE | 0 | 0 | 0 | 32,831 | |
| PROCTER AND GAMBLE C | COM | 742718109 | 745 | 5,993 | SH | SOLE | 0 | 0 | 0 | 5,993 | |
| PAYPAL HLDGS INC | COM | 70450Y103 | 368 | 3,550 | SH | SOLE | 0 | 0 | 0 | 3,550 | |
| PACWEST BANCORP DEL | COM | 695263103 | 213 | 5,850 | SH | SOLE | 0 | 0 | 0 | 5,850 | |
| ONEOK INC NEW | COM | 682680103 | 2,886 | 39,160 | SH | SOLE | 0 | 0 | 0 | 39,160 | |
| MICRON TECHNOLOGY IN | COM | 595112103 | 451 | 10,525 | SH | SOLE | 0 | 0 | 0 | 10,525 | |
| MICROSOFT CORP | COM | 594918104 | 745 | 5,355 | SH | SOLE | 0 | 0 | 0 | 5,355 | |
| MERCK & CO INC | COM | 58933Y105 | 3,137 | 37,262 | SH | SOLE | 0 | 0 | 0 | 37,262 | |
| MEDICAL PPTYS TRUST | COM | 58463J304 | 421 | 21,542 | SH | SOLE | 0 | 0 | 0 | 21,542 | |
| MATADOR RES CO | COM | 576485205 | 784 | 47,400 | SH | SOLE | 0 | 0 | 0 | 47,400 | |
| LOCKHEED MARTIN CORP | COM | 539830109 | 263 | 675 | SH | SOLE | 0 | 0 | 0 | 675 | |
| KRAFT HEINZ CO | COM | 500754106 | 210 | 7,525 | SH | SOLE | 0 | 0 | 0 | 7,525 | |
| JOHNSON & JOHNSON | COM | 478160104 | 2,680 | 20,713 | SH | SOLE | 0 | 0 | 0 | 20,713 | |
| JPMORGAN CHASE & CO | COM | 46625H100 | 1,101 | 9,354 | SH | SOLE | 0 | 0 | 0 | 9,354 | |
| INTL PAPER CO | COM | 460146103 | 3,356 | 80,247 | SH | SOLE | 0 | 0 | 0 | 80,247 | |
| INTEL CORP | COM | 458140100 | 1,067 | 20,701 | SH | SOLE | 0 | 0 | 0 | 20,701 | |
| HONEYWELL INTL INC | COM | 438516106 | 541 | 3,200 | SH | SOLE | 0 | 0 | 0 | 3,200 | |
| HOME DEPOT INC | COM | 437076102 | 1,392 | 6,001 | SH | SOLE | 0 | 0 | 0 | 6,001 | |
| HELMERICH & PAYNE IN | COM | 423452101 | 1,067 | 26,632 | SH | SOLE | 0 | 0 | 0 | 26,632 | |
| GENERAL MTRS CO | COM | 37045V100 | 541 | 14,432 | SH | SOLE | 0 | 0 | 0 | 14,432 | |
| GEO GROUP INC NEW | COM | 36162J106 | 2,593 | 149,540 | SH | SOLE | 0 | 0 | 0 | 149,540 | |
| FEDEX CORP | COM | 31428X106 | 863 | 5,929 | SH | SOLE | 0 | 0 | 0 | 5,929 | |
| FALCON MINERALS CORP | CL A COM | 30607B109 | 63 | 11,000 | SH | SOLE | 0 | 0 | 0 | 11,000 | |
| FACEBOOK INC | CL A | 30303M102 | 401 | 2,250 | SH | SOLE | 0 | 0 | 0 | 2,250 | |
| EXXON MOBIL CORP | COM | 30231G102 | 2,319 | 32,846 | SH | SOLE | 0 | 0 | 0 | 32,846 | |
| ENLINK MIDSTREAM LLC | COM UNIT REP LTD | 29336T100 | 3,705 | 435,837 | SH | SOLE | 0 | 0 | 0 | 435,837 | |
| ENERGY TRANSFER LP | COM UT LTD PTN | 29273V100 | 232 | 17,730 | SH | SOLE | 0 | 0 | 0 | 17,730 | |
| EAGLE MATERIALS INC | COM | 26969P108 | 1,746 | 19,399 | SH | SOLE | 0 | 0 | 0 | 19,399 | |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 | 1,524 | 15,897 | SH | SOLE | 0 | 0 | 0 | 15,897 | |
| DOW INC | COM | 260557103 | 1,273 | 26,712 | SH | SOLE | 0 | 0 | 0 | 26,712 | |
| DISNEY WALT CO | COM DISNEY | 254687106 | 581 | 4,455 | SH | SOLE | 0 | 0 | 0 | 4,455 | |
| DELTA AIR LINES INC | COM NEW | 247361702 | 1,018 | 17,676 | SH | SOLE | 0 | 0 | 0 | 17,676 | |
| COSTCO WHSL CORP NEW | COM | 22160K105 | 426 | 1,480 | SH | SOLE | 0 | 0 | 0 | 1,480 | |
| CONOCOPHILLIPS | COM | 20825C104 | 208 | 3,648 | SH | SOLE | 0 | 0 | 0 | 3,648 | |
| COMMERCIAL METALS CO | COM | 201723103 | 5,534 | 318,422 | SH | SOLE | 0 | 0 | 0 | 318,422 | |
| COCA COLA CO | COM | 191216100 | 592 | 10,872 | SH | SOLE | 0 | 0 | 0 | 10,872 | |
| CLEVELAND CLIFFS INC | COM | 185899101 | 1,477 | 204,578 | SH | SOLE | 0 | 0 | 0 | 204,578 | |
| CITIGROUP INC | COM NEW | 172967424 | 314 | 4,540 | SH | SOLE | 0 | 0 | 0 | 4,540 | |
| CISCO SYS INC | COM | 17275R102 | 883 | 17,874 | SH | SOLE | 0 | 0 | 0 | 17,874 | |
| CHEVRON CORP NEW | COM | 166764100 | 386 | 3,255 | SH | SOLE | 0 | 0 | 0 | 3,255 | |
| CENTURY CMNTYS INC | COM | 156504300 | 1,101 | 35,960 | SH | SOLE | 0 | 0 | 0 | 35,960 | |
| CATERPILLAR INC DEL | COM | 149123101 | 651 | 5,155 | SH | SOLE | 0 | 0 | 0 | 5,155 | |
| CVS HEALTH CORP | COM | 126650100 | 1,191 | 18,889 | SH | SOLE | 0 | 0 | 0 | 18,889 | |
| BRUNSWICK CORP | COM | 117043109 | 206 | 3,950 | SH | SOLE | 0 | 0 | 0 | 3,950 | |
| BOSTON SCIENTIFIC CO | COM | 101137107 | 472 | 11,600 | SH | SOLE | 0 | 0 | 0 | 11,600 | |
| BOEING CO | COM | 097023105 | 6,795 | 17,859 | SH | SOLE | 0 | 0 | 0 | 17,859 | |
| BERKSHIRE HATHAWAY I | CL B NEW | 084670702 | 218 | 1,050 | SH | SOLE | 0 | 0 | 0 | 1,050 | |
| BERKSHIRE HATHAWAY I | CL A | 084670108 | 312 | 1 | SH | SOLE | 0 | 0 | 0 | 1 | |
| BANK AMER CORP | COM | 060505104 | 2,616 | 89,688 | SH | SOLE | 0 | 0 | 0 | 89,688 | |
| BP PLC | SPONSORED ADR | 055622104 | 359 | 9,450 | SH | SOLE | 0 | 0 | 0 | 9,450 | |
| ATMOS ENERGY CORP | COM | 049560105 | 2,022 | 17,750 | SH | SOLE | 0 | 0 | 0 | 17,750 | |
| AT HOME GROUP INC | COM | 04650Y100 | 632 | 65,700 | SH | SOLE | 0 | 0 | 0 | 65,700 | |
| APPLIED MATLS INC | COM | 038222105 | 711 | 14,250 | SH | SOLE | 0 | 0 | 0 | 14,250 | |
| APPLE INC | COM | 037833100 | 521 | 2,324 | SH | SOLE | 0 | 0 | 0 | 2,324 | |
| AMERICAN EAGLE OUTFI | COM | 02553E106 | 187 | 11,500 | SH | SOLE | 0 | 0 | 0 | 11,500 | |
| AMERICAN ELEC PWR CO | COM | 025537101 | 368 | 3,925 | SH | SOLE | 0 | 0 | 0 | 3,925 | |
| AMERICAN AIRLS GROUP | COM | 02376R102 | 1,831 | 67,900 | SH | SOLE | 0 | 0 | 0 | 67,900 | |
| AMEREN CORP | COM | 023608102 | 754 | 9,421 | SH | SOLE | 0 | 0 | 0 | 9,421 | |
| ABRAXAS PETE CORP | COM | 003830106 | 10 | 19,493 | SH | SOLE | 0 | 0 | 0 | 19,493 | |
| ABBVIE INC | COM | 00287Y109 | 1,838 | 24,273 | SH | SOLE | 0 | 0 | 0 | 24,273 | |
| ABBOTT LABS | COM | 002824100 | 569 | 6,800 | SH | SOLE | 0 | 0 | 0 | 6,800 | |
| AT&T INC | COM | 00206R102 | 4,121 | 108,913 | SH | SOLE | 0 | 0 | 0 | 108,913 | |