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
Expires: July 31, 2015
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
3M Co COM 88579Y101 3,193,795 20,979 SH SOLE 8,000 0 12,979
Abbvie Inc COM 00287Y109 6,047,094 32,578 SH SOLE 10,832 0 21,746
Academy Sports & Outdoors Inc COM 00402L107 10,351,816 231,016 SH SOLE 211,600 0 19,416
Advanced Micro Devices Inc COM 007903107 225,053 1,586 SH SOLE 48 0 1,538
Agco Corp COM 001084102 383,220 3,715 SH SOLE 1,300 0 2,415
Airbnb Inc Cl A COM 009066101 2,681,208 20,260 SH SOLE 4,557 0 15,703
Alkami Technology Inc COM 01644J108 2,418,132 80,230 SH SOLE 75,000 0 5,230
Alphabet Inc Cap Stock Cl A COM 02079K305 1,220,320 6,925 SH SOLE 0 0 6,925
Alphabet Inc Cap Stock Cl C COM 02079K107 1,837,231 10,357 SH SOLE 532 0 9,825
Altria Group Inc COM 02209S103 441,191 7,525 SH SOLE 0 0 7,525
Amazon.Com Inc COM 023135106 14,948,138 68,135 SH SOLE 11,512 0 56,623
American Electric Power Co Inc COM 025537101 1,520,023 14,649 SH SOLE 1,500 0 13,149
American Express Co COM 025816109 4,996,629 15,664 SH SOLE 7,820 0 7,844
Amgen Inc COM 031162100 3,280,848 11,750 SH SOLE 543 0 11,207
Apple Inc COM 037833100 11,615,196 56,613 SH SOLE 12,626 0 43,987
Applied Materials Inc COM 038222105 292,912 1,600 SH SOLE 0 0 1,600
At&T Inc COM 00206R102 1,393,037 48,135 SH SOLE 0 0 48,135
Aviat Networks Inc New COM 05366Y201 9,446,431 392,783 SH SOLE 314,621 0 78,162
Azz Inc COM 002474104 2,371,920 25,105 SH SOLE 25,105 0 0
Badger Meter Inc COM 056525108 251,074 1,025 SH SOLE 0 0 1,025
Banc Of California Inc COM 05990K106 16,248,098 1,156,448 SH SOLE 899,720 0 256,728
Bancfirst Corp COM 05945F103 4,722,284 38,200 SH SOLE 38,200 0 0
Bank Of America Corp COM 060505104 2,179,987 46,069 SH SOLE 30,000 0 16,069
Bel Fuse Inc Cl B COM 077347300 2,278,619 23,325 SH SOLE 23,140 0 185
Bellring Brands Inc Common Sto COM 07831C103 2,873,096 49,596 SH SOLE 46,224 0 3,372
Berkshire Hathaway Inc Cl B Ne COM 084670702 4,191,224 8,628 SH SOLE 3,250 0 5,378
Blackstone Inc COM 09260D107 599,816 4,010 SH SOLE 0 0 4,010
Blue Bird Corp COM 095306106 2,613,554 60,555 SH SOLE 60,170 0 385
Boeing Co COM 097023105 9,193,175 43,875 SH SOLE 3,029 0 40,846
Boyd Gaming Corp COM 103304101 3,737,829 47,780 SH SOLE 45,000 0 2,780
Broadcom Inc COM 11135F101 6,410,611 23,256 SH SOLE 10,239 0 13,017
Builders Firstsource Inc COM 12008R107 3,035,807 26,016 SH SOLE 20,091 0 5,925
Byrna Technologies Inc New COM 12448X201 401,440 13,000 SH SOLE 0 0 13,000
Capital Southwest Corp COM 140501107 2,337,228 106,045 SH SOLE 0 0 106,045
Carpenter Technology Corp COM 144285103 11,661,615 42,194 SH SOLE 29,878 0 12,316
Caterpillar Inc COM 149123101 5,680,173 14,632 SH SOLE 230 0 14,402
Century Alum Co COM 156431108 360,400 20,000 SH SOLE 0 0 20,000
Charles Schwab Corp COM 808513105 1,103,639 12,096 SH SOLE 2,721 0 9,375
Chevron Corp COM 166764100 776,109 5,420 SH SOLE 210 0 5,210
Chipotle Mexican Grill Inc COM 169656105 371,151 6,610 SH SOLE 0 0 6,610
Cinemark Holdings Inc COM 17243V102 6,058,348 200,741 SH SOLE 171,895 0 28,846
Citi Trends Inc COM 17306X102 250,425 7,500 SH SOLE 0 0 7,500
Citigroup Inc New COM 172967424 5,849,383 68,719 SH SOLE 25,402 0 43,317
Clear Secure Inc Cl A COM 18467V109 5,317,428 191,550 SH SOLE 175,000 0 16,550
Cleveland-Cliffs Inc COM 185899101 20,094,220 2,643,976 SH SOLE 1,766,916 0 877,060
Cnx Resources Corp COM 12653C108 232,392 6,900 SH SOLE 4,200 0 2,700
Coca-Cola Co COM 191216100 661,377 9,348 SH SOLE 0 0 9,348
Commercial Metals Co COM 201723103 12,299,304 251,468 SH SOLE 167,401 0 84,067
Conocophillips COM 20825C104 380,408 4,239 SH SOLE 400 0 3,839
Corecivic Inc COM 21871N101 716,380 34,000 SH SOLE 0 0 34,000
Coreweave Inc Cl A COM 21873S108 326,120 2,000 SH SOLE 0 0 2,000
Costco Wholesale Corp COM 22160K105 3,322,491 3,356 SH SOLE 1,757 0 1,599
Crh Plc COM G25508105 3,242,376 35,320 SH SOLE 35,000 0 320
Crowdstrike Holdings Inc Cl A COM 22788C105 272,481 535 SH SOLE 0 0 535
Cullen Frost Bankers Inc COM 229899109 397,827 3,095 SH SOLE 44 0 3,051
Cyberark Software Ltd COM M2682V108 9,872,943 24,265 SH SOLE 14,547 0 9,718
Darden Restaurants Inc COM 237194105 318,545 1,461 SH SOLE 0 0 1,461
Deere & Co COM 244199105 601,035 1,182 SH SOLE 12 0 1,170
Dell Technologies Inc Cl C COM 24703L202 254,395 2,075 SH SOLE 0 0 2,075
Devon Energy Corp COM 25179M103 1,015,857 31,935 SH SOLE 3,250 0 28,685
Diamondback Energy Inc COM 25278X109 2,174,469 15,826 SH SOLE 1,338 0 14,488
Draftkings Inc Cl A COM 26142V105 24,437,178 569,764 SH SOLE 275,215 0 294,549
Duke Energy Corp New COM 26441C204 516,048 4,373 SH SOLE 0 0 4,373
Eagle Materials Inc COM 26969P108 21,537,920 106,565 SH SOLE 67,514 0 39,051
Ebay Inc COM 278642103 305,316 4,100 SH SOLE 1,300 0 2,800
Edgemode Inc COM 35131P102 228 30,000 SH SOLE 0 0 30,000
Eli Lilly & Co COM 532457108 8,446,225 10,835 SH SOLE 2,283 0 8,552
Enovix Corporation COM 293594107 284,350 27,500 SH SOLE 0 0 27,500
Eqt Corp COM 26884L109 2,252,216 38,618 SH SOLE 3,760 0 34,858
Ethan Allen Interiors Inc COM 297602104 10,288,988 369,443 SH SOLE 283,647 0 85,796
Expand Energy Corporation COM 165167735 14,195,780 121,394 SH SOLE 69,310 0 52,084
Exxon Mobile Corp COM 30231G102 6,955,433 64,522 SH SOLE 9,029 0 55,493
Farmer Brothers Co COM 307675108 51,375 37,500 SH SOLE 0 0 37,500
Fedex Corp COM 31428X106 1,547,374 6,807 SH SOLE 1,118 0 5,689
Ford Motor Co COM 345370860 119,350 11,000 SH SOLE 0 0 11,000
Franklin Bsp Realty Trust Inc COM 35243J101 170,439 15,944 SH SOLE 7,875 0 8,069
Freeport-Mcmoran Inc Cl B COM 35671D857 19,890,690 458,839 SH SOLE 220,137 0 238,702
Generac Holdings Inc COM 368736104 656,904 4,587 SH SOLE 37 0 4,550
Genius Sports Ltd Npv COM G3934V109 10,100,844 971,235 SH SOLE 742,704 0 228,531
Geo Group Inc COM 36162J106 10,738,557 448,374 SH SOLE 368,472 0 79,902
Goldman Sachs Group Inc COM 38141G104 5,860,511 8,280 SH SOLE 2,512 0 5,768
Greenbrier Cos Inc COM 393657101 2,273,719 49,375 SH SOLE 47,270 0 2,105
Group 1 Automotive Inc COM 398905109 8,198,076 18,772 SH SOLE 17,885 0 887
Gulfport Energy Operating Corp COM 402635502 6,196,036 30,800 SH SOLE 30,800 0 0
Halozyme Therapeutics Inc COM 40637H109 7,915,155 152,156 SH SOLE 139,980 0 12,176
Hanover Insurance Group Inc COM 410867105 6,831,181 40,214 SH SOLE 38,617 0 1,597
Healthcare Realty Trust Cl A COM 42226K105 380,323 23,980 SH SOLE 0 0 23,980
Healthequity Inc COM 42226A107 2,252,340 21,500 SH SOLE 0 0 21,500
Hewlett Packard Enterprise Co COM 42824C109 10,917,279 533,852 SH SOLE 228,540 0 305,312
Hillman Solutions Corp COM 431636109 2,225,752 311,730 SH SOLE 296,805 0 14,925
Hilltop Holdings Inc COM 432748101 6,322,332 208,314 SH SOLE 179,800 0 28,514
Home Bancshares Inc COM 436893200 5,572,468 195,800 SH SOLE 195,800 0 0
Home Depot Inc COM 437076102 8,686,607 23,692 SH SOLE 61 0 23,631
Horace Mann Educators Corp COM 440327104 3,242,675 75,464 SH SOLE 70,910 0 4,554
Inspire Med Systems Inc COM 457730109 389,310 3,000 SH SOLE 0 0 3,000
Intl Business Machines COM 459200101 6,664,112 22,607 SH SOLE 1,638 0 20,969
Intuitive Surgical Inc New COM 46120E602 4,560,297 8,392 SH SOLE 46 0 8,346
Johnson & Johnson COM 478160104 1,383,599 9,058 SH SOLE 850 0 8,208
Jpmorgan Chase & Co COM 46625H100 10,499,830 36,218 SH SOLE 9,778 0 26,440
Kirby Corp COM 497266106 20,143,657 177,618 SH SOLE 121,431 0 56,187
Kkr & Co Inc COM 48251W104 426,549 3,206 SH SOLE 0 0 3,206
Knife River Corp Common Stock COM 498894104 1,645,454 20,155 SH SOLE 19,000 0 1,155
Kontoor Brands Inc Com COM 50050N103 3,225,933 48,900 SH SOLE 48,900 0 0
Kratos Defense & Sec Solutions COM 50077B207 3,338,965 71,883 SH SOLE 66,831 0 5,052
Life360 Inc COM 532206109 3,443,438 52,773 SH SOLE 11,228 0 41,545
Lockheed Martin Corp COM 539830109 208,413 450 SH SOLE 0 0 450
Lovesac Company COM 54738L109 1,511,965 83,075 SH SOLE 82,750 0 325
Lowes Cos Inc COM 548661107 1,056,677 4,763 SH SOLE 300 0 4,463
Maplebear Inc COM 565394103 588,120 13,000 SH SOLE 5,000 0 8,000
Marten Transport Ltd COM 573075108 2,157,639 166,100 SH SOLE 166,100 0 0
Marvell Technology Inc COM 573874104 286,380 3,700 SH SOLE 0 0 3,700
Mastec Inc COM 576323109 4,606,382 27,028 SH SOLE 129 0 26,899
Mastercard Incorporated Cl A COM 57636Q104 635,053 1,130 SH SOLE 0 0 1,130
Matador Resources Co COM 576485205 26,727,227 560,084 SH SOLE 448,572 0 111,512
Maxlinear Inc COM 57776J100 7,499,484 527,761 SH SOLE 495,328 0 32,433
Mcdonalds Corp COM 580135101 891,776 3,052 SH SOLE 20 0 3,032
Medtronic Plc COM G5960L103 424,060 4,865 SH SOLE 1,060 0 3,805
Merck & Co Inc COM 58933Y105 730,377 9,227 SH SOLE 0 0 9,227
Meta Platforms Inc Cl A COM 30303M102 8,759,490 11,868 SH SOLE 3,010 0 8,858
Micron Technology Inc COM 595112103 13,581,788 110,197 SH SOLE 56,045 0 54,152
Microsoft Corp COM 594918104 25,988,605 52,248 SH SOLE 6,675 0 45,573
Millrose Properties Inc Cl A COM 601137102 821,943 28,830 SH SOLE 0 0 28,830
Morgan Stanley COM 617446448 3,854,383 27,363 SH SOLE 13,171 0 14,192
Navigator Holdings Ltd COM Y62132108 5,969,689 421,886 SH SOLE 396,335 0 25,551
Ncr Atleos Corporation COM 63001N106 2,251,017 78,900 SH SOLE 78,900 0 0
Nebius Group Nv Class A COM N97284108 1,815,377 32,810 SH SOLE 23,500 0 9,310
Norwegian Cruise Line Holding COM G66721104 1,137,728 56,101 SH SOLE 21,342 0 34,759
Novo-Nordisk As Adr COM 670100205 334,197 4,842 SH SOLE 0 0 4,842
Nvidia Corporation COM 67066G104 33,898,782 214,563 SH SOLE 64,060 0 150,503
On Holding Ag Namen Akt A COM H5919C104 17,594,930 338,039 SH SOLE 255,908 0 82,131
On Semiconductor Corp COM 682189105 209,322 3,994 SH SOLE 2,394 0 1,600
Oneok Inc COM 682680103 11,980,640 146,768 SH SOLE 21,179 0 125,589
Oreilly Automotive Inc COM 67103H107 270,390 3,000 SH SOLE 0 0 3,000
Owens Corning New COM 690742101 3,425,037 24,906 SH SOLE 16,929 0 7,977
P10 Inc Cl A COM 69376K106 4,198,376 410,800 SH SOLE 410,800 0 0
Palantir Technologies Inc Cl A COM 69608A108 18,807,798 137,968 SH SOLE 73,529 0 64,439
Pepsico Inc COM 713448108 1,030,321 7,803 SH SOLE 0 0 7,803
Permian Resources Corp Class A COM 71424F105 6,887,850 505,716 SH SOLE 343,983 0 161,733
Philip Morris Intl Inc COM 718172109 330,943 1,817 SH SOLE 0 0 1,817
Portillos Inc Cl A COM 73642K106 8,199,774 702,637 SH SOLE 472,744 0 229,893
Potbelly Corp COM 73754Y100 2,782,110 227,111 SH SOLE 217,006 0 10,105
Powell Industries Inc COM 739128106 10,171,048 48,330 SH SOLE 41,000 0 7,330
Powerfleet Inc COM 73931J109 4,654,360 1,079,898 SH SOLE 681,709 0 398,189
Prairie Oper Co COM 739650109 299,500 100,000 SH SOLE 0 0 100,000
Primoris Services Corp COM 74164F103 3,320,244 42,600 SH SOLE 42,600 0 0
Procter And Gamble Co COM 742718109 1,081,532 6,788 SH SOLE 1,301 0 5,487
Prosperity Bancshares Inc COM 743606105 5,757,947 81,975 SH SOLE 72,173 0 9,802
QSAM Biosciences, Inc. CVR COM 747CVR025 0 27,222 SH SOLE 0 0 27,222
RA GLOBAL SERVICES INC COM 003077699 0 25,000 SH SOLE 0 0 25,000
Research Solutions Inc COM 761025105 510,860 178,000 SH SOLE 178,000 0 0
Rh COM 74967X103 10,201,626 53,974 SH SOLE 27,015 0 26,959
Rivian Automotive Inc Cl A COM 76954A103 206,100 15,000 SH SOLE 0 0 15,000
Rtx Corporation COM 75513E101 1,425,268 9,761 SH SOLE 3,935 0 5,826
Rxo Inc Common Stock COM 74982T103 2,306,124 146,700 SH SOLE 146,700 0 0
Ryman Hospitality Properties I COM 78377T107 1,260,115 12,771 SH SOLE 53 0 12,718
Sanwire Corp COM 80303U109 366 1,221,000 SH SOLE 0 0 1,221,000
Sempra COM 816851109 227,310 3,000 SH SOLE 0 0 3,000
Sharkninja Inc COM G8068L108 28,188,095 284,757 SH SOLE 161,611 0 123,146
Shift4 Pmts Inc Cl A COM 82452J109 713,592 7,200 SH SOLE 2,200 0 5,000
Shoe Carnival Inc COM 824889109 8,202,846 438,420 SH SOLE 397,651 0 40,769
Silicon Laboratories Inc COM 826919102 221,040 1,500 SH SOLE 0 0 1,500
Sintana Energy Inc COM 82938H107 13,832 27,500 SH SOLE 0 0 27,500
Sm Energy Co COM 78454L100 1,826,267 73,908 SH SOLE 70,000 0 3,908
Southern Co COM 842587107 390,277 4,250 SH SOLE 0 0 4,250
Southwestern Med Solutions Inc COM 845633304 2 20,000 SH SOLE 0 0 20,000
Spdr Gold Shares COM 78463V107 1,278,762 4,195 SH SOLE 1,100 0 3,095
Spotify Technology Sa COM L8681T102 3,461,471 4,511 SH SOLE 13 0 4,498
Stitch Fix Inc Cl A COM 860897107 5,356,309 1,447,651 SH SOLE 1,073,226 0 374,425
Stratus Properties Inc New COM 863167201 2,746,474 145,470 SH SOLE 144,895 0 575
Sunopta Inc COM 8676EP108 4,368,850 753,250 SH SOLE 725,000 0 28,250
Symbotic Inc Class A COM 87151X101 273,892 7,050 SH SOLE 0 0 7,050
Take-Two Interactive Software COM 874054109 388,560 1,600 SH SOLE 0 0 1,600
Taylor Morrison Home Corp COM 87724P106 12,499,768 203,513 SH SOLE 163,689 0 39,824
Terawulf Inc COM 88080T104 17,793,662 4,062,480 SH SOLE 2,813,775 0 1,248,705
Tesla Inc COM 88160R101 10,818,229 34,056 SH SOLE 21,764 0 12,292
Texas Cap Bancshares Inc COM 88224Q107 11,018,814 138,776 SH SOLE 134,450 0 4,326
Texas Instruments Inc COM 882508104 655,288 3,156 SH SOLE 0 0 3,156
Texas Pacific Land Corporation COM 88262P102 39,640,949 37,525 SH SOLE 15,134 0 22,391
Texas Roadhouse Inc COM 882681109 3,474,394 18,539 SH SOLE 17,532 0 1,007
Tiptree Inc COM 88822Q103 1,718,180 72,866 SH SOLE 70,401 0 2,465
Tower Semiconductor Ltd New COM M87915274 7,359,833 169,777 SH SOLE 156,461 0 13,316
Triumph Financial Inc COM 89679E300 4,221,426 76,600 SH SOLE 72,400 0 4,200
Truist Financial Corp COM 89832Q109 1,007,563 23,437 SH SOLE 0 0 23,437
Tutor Perini Corp COM 901109108 3,884,845 83,045 SH SOLE 70,000 0 13,045
Uber Technologies Inc COM 90353T100 34,196,596 366,523 SH SOLE 178,761 0 187,762
Union Pacific Corp COM 907818108 1,939,389 8,429 SH SOLE 5,826 0 2,603
United Parcel Service Inc Cl B COM 911312106 586,642 5,812 SH SOLE 0 0 5,812
United Rentals Inc COM 911363109 853,602 1,133 SH SOLE 8 0 1,125
Vail Resorts Inc COM 91879Q109 469,819 2,990 SH SOLE 0 0 2,990
Varonis Systems Inc COM 922280102 2,604,997 51,330 SH SOLE 47,295 0 4,035
Verizon Communications Inc COM 92343V104 1,187,118 27,435 SH SOLE 0 0 27,435
Vertiv Holdings Co Cl A COM 92537N108 1,764,558 13,742 SH SOLE 2,000 0 11,742
Viper Energy Inc Cl A COM 927959106 1,286,887 33,750 SH SOLE 30,350 0 3,400
Visa Inc Cl A COM 92826C839 3,413,517 9,614 SH SOLE 4,019 0 5,595
Vistra Corp COM 92840M102 6,761,908 34,889 SH SOLE 12,334 0 22,555
Wal-Mart Inc COM 931142103 10,499,691 107,381 SH SOLE 33,879 0 73,502
Wells Fargo Co COM 949746101 7,025,605 87,689 SH SOLE 26,263 0 61,426
Whirlpool Corp COM 963320106 275,051 2,712 SH SOLE 0 0 2,712
Wynn Resorts Ltd COM 983134107 9,384,491 100,187 SH SOLE 40,577 0 59,610
Xcel Energy Inc COM 98389B100 708,033 10,397 SH SOLE 2,100 0 8,297
Zeta Global Holdings Corp Cl A COM 98956A105 154,900 10,000 SH SOLE 0 0 10,000
Zevia Pbc Cl A COM 98955K104 734,160 228,000 SH SOLE 228,000 0 0
Boeing Co Call Option 01/26 17 CALL 097023905 1,110,000 250 SH SOLE 250 0 0
Generac Holdings Inc Call Opti CALL 368736904 2,220,000 500 SH SOLE 500 0 0
Nvidia Corporation Call Option CALL 67066G904 325,000 50 SH SOLE 0 0 50
Spotify Technology Sa Call Opt CALL L8681T902 5,539,450 190 SH SOLE 190 0 0
Texas Pacific Land Corpo Call CALL 88262P902 348,000 15 SH SOLE 0 0 15
Unitedhealth Group Inc Call Op CALL 91324P902 2,413,250 350 SH SOLE 350 0 0
Taiwan Semiconductor Mfg Ltd S ADR 874039100 14,183,118 62,621 SH SOLE 33,856 0 28,765