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
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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
3M Co COM 88579Y101 997,450 6,230 SH SOLE 0 0 6,230
Abbvie Inc COM 00287Y109 3,707,524 16,226 SH SOLE 0 0 16,226
Alphabet Inc Cap Stock Cl C COM 02079K107 2,242,101 7,145 SH SOLE 0 0 7,145
Amazon.Com Inc COM 023135106 9,234,185 40,006 SH SOLE 0 0 40,006
Ameren Corp COM 023608102 520,800 5,215 SH SOLE 0 0 5,215
American Electric Power Co Inc COM 025537101 1,259,536 10,923 SH SOLE 0 0 10,923
American Express Co COM 025816109 1,775,526 4,799 SH SOLE 0 0 4,799
Amgen Inc COM 031162100 1,326,468 4,053 SH SOLE 0 0 4,053
Apple Inc COM 037833100 18,493,032 68,024 SH SOLE 0 0 68,024
At&T Inc COM 00206R102 1,890,138 76,093 SH SOLE 0 0 76,093
Atmos Energy Corp COM 049560105 764,250 4,559 SH SOLE 0 0 4,559
Banc Of California Inc COM 05990K106 1,404,794 72,825 SH SOLE 0 0 72,825
Bank Of America Corp COM 060505104 1,983,868 36,070 SH SOLE 0 0 36,070
Berkshire Hathaway Inc Cl A COM 084670108 754,800 1 SH SOLE 0 0 1
Berkshire Hathaway Inc Cl B Ne COM 084670702 654,450 1,302 SH SOLE 0 0 1,302
Blackstone Inc COM 09260D107 988,037 6,410 SH SOLE 0 0 6,410
Boeing Co COM 097023105 6,880,971 31,692 SH SOLE 0 0 31,692
Brinker Intl Inc COM 109641100 560,015 3,902 SH SOLE 0 0 3,902
Broadcom Inc COM 11135F101 474,157 1,370 SH SOLE 0 0 1,370
Capital Southwest Corp COM 140501107 1,991,529 89,911 SH SOLE 0 0 89,911
Carpenter Technology Corp COM 144285103 960,262 3,050 SH SOLE 0 0 3,050
Caterpillar Inc COM 149123101 5,550,899 9,690 SH SOLE 0 0 9,690
Charles Schwab Corp COM 808513105 1,088,757 10,897 SH SOLE 0 0 10,897
Chevron Corp COM 166764100 251,324 1,649 SH SOLE 0 0 1,649
Citigroup Inc New COM 172967424 3,050,718 26,144 SH SOLE 0 0 26,144
Cleveland-Cliffs Inc COM 185899101 3,237,659 243,800 SH SOLE 0 0 243,800
Coca-Cola Co COM 191216100 727,516 10,406 SH SOLE 0 0 10,406
Commercial Metals Co COM 201723103 1,618,484 23,382 SH SOLE 0 0 23,382
Comstock Resources Inc COM 205768302 231,800 10,000 SH SOLE 0 0 10,000
Conocophillips COM 20825C104 219,828 2,348 SH SOLE 0 0 2,348
Corecivic Inc COM 21871N101 621,075 32,500 SH SOLE 0 0 32,500
Costco Wholesale Corp COM 22160K105 2,157,460 2,502 SH SOLE 0 0 2,502
Cullen Frost Bankers Inc COM 229899109 415,093 3,278 SH SOLE 0 0 3,278
Deckers Outdoor Corp COM 243537107 227,037 2,190 SH SOLE 0 0 2,190
Dell Technologies Inc Cl C COM 24703L202 461,980 3,670 SH SOLE 0 0 3,670
Draftkings Inc Cl A COM 26142V105 3,838,603 111,393 SH SOLE 0 0 111,393
Duke Energy Corp New COM 26441C204 1,034,637 8,827 SH SOLE 0 0 8,827
Eagle Materials Inc COM 26969P108 3,244,471 15,698 SH SOLE 0 0 15,698
Eaton Corp Plc COM G29183103 248,438 780 SH SOLE 0 0 780
Eli Lilly & Co COM 532457108 6,182,759 5,753 SH SOLE 0 0 5,753
Ethan Allen Interiors Inc COM 297602104 1,006,457 44,066 SH SOLE 0 0 44,066
Expand Energy Corporation COM 165167735 3,056,280 27,694 SH SOLE 0 0 27,694
Exxon Mobile Corp COM 30231G102 5,610,781 46,624 SH SOLE 0 0 46,624
Fedex Corp COM 31428X106 883,912 3,060 SH SOLE 0 0 3,060
First Watch Restaurant Group I COM 33748L101 588,120 39,000 SH SOLE 0 0 39,000
Freeport-Mcmoran Inc Cl B COM 35671D857 6,737,717 132,658 SH SOLE 0 0 132,658
Ge Aerospace COM 369604301 273,223 887 SH SOLE 0 0 887
General Motors Co COM 37045V100 391,000 4,808 SH SOLE 0 0 4,808
Genius Sports Ltd Npv COM G3934V109 754,870 68,500 SH SOLE 0 0 68,500
Geo Group Inc COM 36162J106 1,023,136 63,470 SH SOLE 0 0 63,470
Goldman Sachs Group Inc COM 38141G104 1,098,750 1,250 SH SOLE 0 0 1,250
Healthcare Realty Trust Cl A COM 42226K105 566,215 33,405 SH SOLE 0 0 33,405
Hewlett Packard Enterprise Co COM 42824C109 956,036 39,802 SH SOLE 0 0 39,802
Home Depot Inc COM 437076102 3,858,893 11,214 SH SOLE 0 0 11,214
Honeywell Intl Inc COM 438516106 458,461 2,350 SH SOLE 0 0 2,350
Intl Business Machines COM 459200101 1,483,948 5,010 SH SOLE 0 0 5,010
Johnson & Johnson COM 478160104 2,379,207 11,497 SH SOLE 0 0 11,497
Jpmorgan Chase & Co COM 46625H100 4,242,545 13,167 SH SOLE 0 0 13,167
Kirby Corp COM 497266106 2,885,614 26,190 SH SOLE 0 0 26,190
Lockheed Martin Corp COM 539830109 278,110 575 SH SOLE 0 0 575
Mastec Inc COM 576323109 1,815,039 8,350 SH SOLE 0 0 8,350
Matador Resources Co COM 576485205 393,013 9,260 SH SOLE 0 0 9,260
Mcdonalds Corp COM 580135101 366,756 1,200 SH SOLE 0 0 1,200
Merck & Co Inc COM 58933Y105 1,123,179 10,671 SH SOLE 0 0 10,671
Meta Platforms Inc Cl A COM 30303M102 5,591,325 8,471 SH SOLE 0 0 8,471
Micron Technology Inc COM 595112103 3,674,939 12,876 SH SOLE 0 0 12,876
Microsoft Corp COM 594918104 7,893,738 16,322 SH SOLE 0 0 16,322
Millrose Properties Inc Cl A COM 601137102 3,357,067 112,389 SH SOLE 0 0 112,389
Morgan Stanley COM 617446448 898,657 5,062 SH SOLE 0 0 5,062
Netflix Inc COM 64110L106 440,672 4,700 SH SOLE 0 0 4,700
Nvidia Corporation COM 67066G104 38,175,722 204,696 SH SOLE 0 0 204,696
On Holding Ag Namen Akt A COM H5919C104 887,768 19,100 SH SOLE 0 0 19,100
Oneok Inc COM 682680103 5,410,548 73,613 SH SOLE 0 0 73,613
Oracle Corp COM 68389X105 409,311 2,100 SH SOLE 0 0 2,100
Palantir Technologies Inc Cl A COM 69608A108 1,524,739 8,578 SH SOLE 0 0 8,578
Palo Alto Networks Inc COM 697435105 471,552 2,560 SH SOLE 0 0 2,560
Pepsico Inc COM 713448108 323,142 2,252 SH SOLE 0 0 2,252
Permian Resources Corp Class A COM 71424F105 1,047,059 74,630 SH SOLE 0 0 74,630
Powell Industries Inc COM 739128106 1,084,013 3,401 SH SOLE 0 0 3,401
Powerfleet Inc COM 73931J109 486,514 91,450 SH SOLE 0 0 91,450
Rh COM 74967X103 479,226 2,675 SH SOLE 0 0 2,675
Rtx Corporation COM 75513E101 606,800 3,309 SH SOLE 0 0 3,309
Ryman Hospitality Properties I COM 78377T107 2,870,771 30,340 SH SOLE 0 0 30,340
Sharkninja Inc COM G8068L108 4,471,524 39,960 SH SOLE 0 0 39,960
Simon Property Group Inc COM 828806109 573,841 3,100 SH SOLE 0 0 3,100
Southern Co COM 842587107 505,324 5,795 SH SOLE 0 0 5,795
Southwest Airlines Co COM 844741108 468,054 11,325 SH SOLE 0 0 11,325
Take-Two Interactive Software COM 874054109 469,815 1,835 SH SOLE 0 0 1,835
Terawulf Inc COM 88080T104 2,068,200 180,000 SH SOLE 0 0 180,000
Tesla Inc COM 88160R101 1,106,311 2,460 SH SOLE 0 0 2,460
Texas Instruments Inc COM 882508104 279,706 1,612 SH SOLE 0 0 1,612
Texas Pacific Land Corporation COM 88262P102 18,570,306 64,655 SH SOLE 0 0 64,655
Truist Financial Corp COM 89832Q109 710,981 14,448 SH SOLE 0 0 14,448
Uber Technologies Inc COM 90353T100 6,489,000 79,415 SH SOLE 0 0 79,415
United Parcel Service Inc Cl B COM 911312106 1,545,723 15,583 SH SOLE 0 0 15,583
United Rentals Inc COM 911363109 242,796 300 SH SOLE 0 0 300
Unitedhealth Group Inc COM 91324P102 2,537,541 7,687 SH SOLE 0 0 7,687
Verizon Communications Inc COM 92343V104 992,576 24,370 SH SOLE 0 0 24,370
Vertiv Holdings Co Cl A COM 92537N108 828,722 5,115 SH SOLE 0 0 5,115
Visa Inc Cl A COM 92826C839 633,098 1,805 SH SOLE 0 0 1,805
Vistra Corp COM 92840M102 2,536,056 15,720 SH SOLE 0 0 15,720
Wal-Mart Inc COM 931142103 3,147,337 28,250 SH SOLE 0 0 28,250
Wells Fargo Co COM 949746101 1,844,078 19,786 SH SOLE 0 0 19,786
Whirlpool Corp COM 963320106 2,748,829 38,104 SH SOLE 0 0 38,104
Xcel Energy Inc Com COM 98389B100 1,753,165 23,736 SH SOLE 0 0 23,736
Taiwan Semiconductor Mfg Ltd S ADR 874039100 2,772,331 9,123 SH SOLE 0 0 9,123
Frontview Reit Inc COM COM 35922N100 318,816 21,600 SH SOLE 0 0 21,600