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 3,513,250 21,944 SH SOLE 10,000 0 11,944
Abbvie Inc COM 00287Y109 7,276,769 31,847 SH SOLE 10,647 0 21,200
Academy Sports & Outdoors Inc COM 00402L107 13,726,311 274,746 SH SOLE 251,200 0 23,546
Advanced Micro Devices Inc COM 007903107 337,088 1,574 SH SOLE 48 0 1,526
Agco Corp COM 001084102 266,016 2,550 SH SOLE 1,300 0 1,250
Alkami Technology Inc COM 01644J108 6,490,237 281,328 SH SOLE 268,212 0 13,116
Alphabet Inc Cap Stock Cl A COM 02079K305 2,152,849 6,878 SH SOLE 0 0 6,878
Alphabet Inc Cap Stock Cl C COM 02079K107 8,314,472 26,496 SH SOLE 122 0 26,374
Altria Group Inc COM 02209S103 304,156 5,275 SH SOLE 0 0 5,275
Amazon.Com Inc COM 023135106 16,859,554 73,042 SH SOLE 12,457 0 60,585
American Electric Power Co Inc COM 025537101 1,808,399 15,683 SH SOLE 1,500 0 14,183
American Express Co COM 025816109 5,841,099 15,789 SH SOLE 7,667 0 8,122
Amgen Inc COM 031162100 1,572,397 4,804 SH SOLE 19 0 4,785
Apollo Global Mgmt Inc COM 03769M106 441,518 3,050 SH SOLE 0 0 3,050
Apple Inc COM 037833100 14,879,874 54,734 SH SOLE 12,626 0 42,108
Applied Materials Inc COM 038222105 404,759 1,575 SH SOLE 0 0 1,575
At&T Inc COM 00206R102 1,153,419 46,434 SH SOLE 0 0 46,434
Aviat Networks Inc New COM 05366Y201 5,017,416 234,678 SH SOLE 220,535 0 14,143
Azz Inc COM 002474104 2,458,173 22,935 SH SOLE 22,935 0 0
Banc Of California Inc COM 05990K106 26,722,236 1,385,290 SH SOLE 1,116,125 0 269,165
Bank Of America Corp COM 060505104 3,360,251 61,095 SH SOLE 38,000 0 23,095
Bank Ozk Little Rock Ark COM 06417N103 15,455,633 335,846 SH SOLE 319,627 0 16,219
Bellring Brands Inc Common Sto COM 07831C103 1,514,254 56,650 SH SOLE 54,400 0 2,250
Berkshire Hathaway Inc Cl B Ne COM 084670702 3,922,178 7,803 SH SOLE 3,250 0 4,553
Bigbear Ai Holdings Inc COM 08975B109 54,000 10,000 SH SOLE 0 0 10,000
Blackstone Inc COM 09260D107 593,439 3,850 SH SOLE 0 0 3,850
Blue Bird Corp COM 095306106 2,261,875 48,125 SH SOLE 47,760 0 365
Boeing Co COM 097023105 8,489,440 39,100 SH SOLE 5,525 0 33,575
Bridgewater Bancshares Inc COM 108621103 3,861,684 220,290 SH SOLE 220,290 0 0
Broadcom Inc COM 11135F101 8,210,806 23,724 SH SOLE 10,201 0 13,523
Builders Firstsource Inc COM 12008R107 600,260 5,834 SH SOLE 1,209 0 4,625
Byrna Technologies Inc New COM 12448X201 2,350,634 140,002 SH SOLE 93,109 0 46,893
Capital Southwest Corp COM 140501107 2,402,423 108,462 SH SOLE 0 0 108,462
Carpenter Technology Corp COM 144285103 9,830,332 31,223 SH SOLE 22,461 0 8,762
Caterpillar Inc COM 149123101 7,638,610 13,334 SH SOLE 199 0 13,135
Century Alum Co COM 156431108 783,600 20,000 SH SOLE 0 0 20,000
Charles Schwab Corp COM 808513105 1,146,068 11,471 SH SOLE 2,471 0 9,000
Chevron Corp COM 166764100 617,405 4,051 SH SOLE 363 0 3,688
Cinemark Holdings Inc COM 17243V102 4,291,192 184,647 SH SOLE 170,818 0 13,829
Citi Trends Inc COM 17306X102 4,613,160 111,000 SH SOLE 101,000 0 10,000
Citigroup Inc New COM 172967424 8,098,682 69,403 SH SOLE 25,452 0 43,951
Clear Secure Inc Cl A COM 18467V109 7,215,956 205,700 SH SOLE 185,200 0 20,500
Cleveland-Cliffs Inc COM 185899101 30,547,363 2,300,253 SH SOLE 1,528,276 0 771,977
Cnx Resources Corp COM 12653C108 261,067 7,100 SH SOLE 4,200 0 2,900
Coca-Cola Co COM 191216100 646,802 9,252 SH SOLE 0 0 9,252
Cognex Corp COM 192422103 1,758,415 48,872 SH SOLE 13,547 0 35,325
Coinbase Global Inc Cl A COM 19260Q107 266,845 1,180 SH SOLE 0 0 1,180
Commercial Metals Co COM 201723103 16,174,755 233,672 SH SOLE 152,311 0 81,361
Comstock Resources Inc COM 205768302 3,479,318 150,100 SH SOLE 126,100 0 24,000
Conocophillips COM 20825C104 354,688 3,789 SH SOLE 400 0 3,389
Corecivic Inc COM 21871N101 7,308,448 382,441 SH SOLE 220,711 0 161,730
Costco Wholesale Corp COM 22160K105 4,705,626 5,457 SH SOLE 2,407 0 3,050
Crowdstrike Holdings Inc Cl A COM 22788C105 250,787 535 SH SOLE 0 0 535
Cullen Frost Bankers Inc COM 229899109 379,253 2,995 SH SOLE 44 0 2,951
Cummins Inc COM 231021106 1,792,700 3,512 SH SOLE 3,512 0 0
Cyberark Software Ltd COM M2682V108 4,019,447 9,011 SH SOLE 7,500 0 1,511
D R Horton Inc COM 23331A109 229,296 1,592 SH SOLE 742 0 850
Darden Restaurants Inc COM 237194105 250,853 1,363 SH SOLE 0 0 1,363
Deere & Co COM 244199105 354,764 762 SH SOLE 12 0 750
Diamondback Energy Inc COM 25278X109 382,940 2,547 SH SOLE 1,186 0 1,361
Draftkings Inc Cl A COM 26142V105 24,853,758 721,235 SH SOLE 381,545 0 339,690
Duke Energy Corp New COM 26441C204 515,289 4,396 SH SOLE 0 0 4,396
Eagle Materials Inc COM 26969P108 28,131,209 136,110 SH SOLE 92,736 0 43,374
Edgemode Inc COM 35131P102 1,230 30,000 SH SOLE 0 0 30,000
Eli Lilly & Co COM 532457108 9,301,116 8,655 SH SOLE 1,280 0 7,375
Eqt Corp COM 26884L109 1,566,389 29,224 SH SOLE 3,506 0 25,718
Ethan Allen Interiors Inc COM 297602104 3,898,394 170,683 SH SOLE 105,340 0 65,343
Expand Energy Corporation COM 165167735 12,700,414 115,082 SH SOLE 60,161 0 54,921
Exxon Mobile Corp COM 30231G102 6,515,767 54,145 SH SOLE 4,029 0 50,116
Farmer Brothers Co COM 307675108 18,250 12,500 SH SOLE 0 0 12,500
Fedex Corp COM 31428X106 3,025,402 10,474 SH SOLE 2,203 0 8,271
First Watch Restaurant Group I COM 33748L101 10,455,582 693,341 SH SOLE 537,287 0 156,054
Ford Motor Co COM 345370860 301,760 23,000 SH SOLE 0 0 23,000
Freeport-Mcmoran Inc Cl B COM 35671D857 24,881,110 489,882 SH SOLE 209,392 0 280,490
Generac Holdings Inc COM 368736104 355,517 2,607 SH SOLE 37 0 2,570
General Motors Co COM 37045V100 2,635,118 32,404 SH SOLE 361 0 32,043
Genius Sports Ltd Npv COM G3934V109 22,873,828 2,075,665 SH SOLE 1,391,457 0 684,208
Geo Group Inc COM 36162J106 8,934,349 554,240 SH SOLE 360,500 0 193,740
Gildan Activewear Inc COM 375916103 12,813,919 205,154 SH SOLE 191,243 0 13,911
Gilead Sciences Inc COM 375558103 1,052,127 8,572 SH SOLE 176 0 8,396
Goldman Sachs Group Inc COM 38141G104 7,567,707 8,609 SH SOLE 2,757 0 5,852
Greenbrier Cos Inc COM 393657101 2,553,406 54,630 SH SOLE 54,290 0 340
Group 1 Automotive Inc COM 398905109 5,248,752 13,345 SH SOLE 12,585 0 760
Gulfport Energy Operating Corp COM 402635502 6,060,829 29,140 SH SOLE 29,140 0 0
Halozyme Therapeutics Inc COM 40637H109 7,628,724 113,354 SH SOLE 103,680 0 9,674
Hanover Insurance Group Inc COM 410867105 7,860,661 43,008 SH SOLE 41,172 0 1,836
Haverty Furniture Cos Inc COM 419596101 4,947,648 211,800 SH SOLE 211,800 0 0
Healthcare Realty Trust Cl A COM 42226K105 224,248 13,230 SH SOLE 0 0 13,230
Healthequity Inc COM 42226A107 916,100 10,000 SH SOLE 0 0 10,000
Hewlett Packard Enterprise Co COM 42824C109 7,500,413 312,257 SH SOLE 64,017 0 248,240
Hillman Solutions Corp COM 431636109 2,153,092 248,625 SH SOLE 235,700 0 12,925
Hilltop Holdings Inc COM 432748101 544,737 16,050 SH SOLE 5,700 0 10,350
Hive Digital Technologies Ltd COM 433921103 77,400 30,000 SH SOLE 0 0 30,000
Home Depot Inc COM 437076102 10,559,965 30,689 SH SOLE 4,362 0 26,327
Horace Mann Educators Corp COM 440327104 4,539,880 98,308 SH SOLE 90,300 0 8,008
Inspire Med Systems Inc COM 457730109 262,855 2,850 SH SOLE 0 0 2,850
Intl Business Machines COM 459200101 2,861,396 9,660 SH SOLE 1,550 0 8,110
Intuitive Surgical Inc New COM 46120E602 219,181 387 SH SOLE 12 0 375
Ipg Photonics Corp COM 44980X109 1,618,160 22,600 SH SOLE 22,000 0 600
Johnson & Johnson COM 478160104 3,574,069 17,270 SH SOLE 1,246 0 16,024
Jpmorgan Chase & Co COM 46625H100 11,051,707 34,299 SH SOLE 10,236 0 24,063
Kimberly-Clark Corp COM 494368103 252,225 2,500 SH SOLE 0 0 2,500
Kirby Corp COM 497266106 11,560,196 104,921 SH SOLE 63,402 0 41,519
Kkr & Co Inc COM 48251W104 409,556 3,213 SH SOLE 0 0 3,213
Knowles Corp COM 49926D109 2,803,537 130,823 SH SOLE 123,178 0 7,645
Kontoor Brands Inc Com COM 50050N103 3,146,135 51,500 SH SOLE 51,500 0 0
Kratos Defense & Sec Solutions COM 50077B207 2,991,917 39,414 SH SOLE 36,394 0 3,020
Life360 Inc COM 532206109 4,075,840 63,546 SH SOLE 37,041 0 26,505
Lowes Cos Inc COM 548661107 709,623 2,943 SH SOLE 300 0 2,643
Lululemon Athletica Inc COM 550021109 213,213 1,026 SH SOLE 26 0 1,000
Madden Steven Ltd COM 556269108 1,794,684 43,100 SH SOLE 43,100 0 0
Mastec Inc COM 576323109 5,668,140 26,076 SH SOLE 129 0 25,947
Mastercard Incorporated Cl A COM 57636Q104 645,398 1,131 SH SOLE 0 0 1,131
Matador Resources Co COM 576485205 23,181,315 546,214 SH SOLE 435,246 0 110,968
Maxlinear Inc COM 57776J100 8,281,185 475,111 SH SOLE 442,688 0 32,423
Mcdonalds Corp COM 580135101 899,427 2,943 SH SOLE 20 0 2,923
Medtronic Plc COM G5960L103 2,531,420 26,352 SH SOLE 21,460 0 4,892
Merck & Co Inc COM 58933Y105 1,733,114 16,465 SH SOLE 10,000 0 6,465
Meta Platforms Inc Cl A COM 30303M102 8,632,409 13,078 SH SOLE 3,010 0 10,068
Metallus Inc COM 887399103 271,300 15,810 SH SOLE 2,250 0 13,560
Micron Technology Inc COM 595112103 26,022,947 91,177 SH SOLE 42,867 0 48,310
Microsoft Corp COM 594918104 25,486,562 52,700 SH SOLE 6,673 0 46,027
Millrose Properties Inc Cl A COM 601137102 2,786,770 93,297 SH SOLE 0 0 93,297
Morgan Stanley COM 617446448 4,827,562 27,193 SH SOLE 13,171 0 14,022
Myers Industries Inc COM 628464109 2,696,616 144,050 SH SOLE 142,900 0 1,150
Navigator Holdings Ltd COM Y62132108 9,583,562 553,323 SH SOLE 442,785 0 110,538
Ncr Atleos Corporation COM 63001N106 3,266,027 85,700 SH SOLE 85,700 0 0
Netflix Inc COM 64110L106 245,651 2,620 SH SOLE 70 0 2,550
Nvidia Corporation COM 67066G104 39,600,389 212,335 SH SOLE 64,931 0 147,404
On Holding Ag Namen Akt A COM H5919C104 17,162,740 369,250 SH SOLE 272,930 0 96,320
Oneok Inc COM 682680103 11,502,512 156,497 SH SOLE 24,343 0 132,154
Owens Corning New COM 690742101 440,231 3,934 SH SOLE 554 0 3,380
Palantir Technologies Inc Cl A COM 69608A108 18,687,746 105,135 SH SOLE 56,388 0 48,747
Pepsico Inc COM 713448108 1,600,899 11,155 SH SOLE 0 0 11,155
Permian Resources Corp Class A COM 71424F105 7,185,631 512,162 SH SOLE 343,918 0 168,244
Philip Morris Intl Inc COM 718172109 283,620 1,768 SH SOLE 0 0 1,768
Plexus Corp COM 729132100 2,638,650 17,950 SH SOLE 17,000 0 950
Powell Industries Inc COM 739128106 16,507,385 51,783 SH SOLE 38,370 0 13,413
Powerfleet Inc COM 73931J109 1,606,560 301,985 SH SOLE 61,485 0 240,500
Primoris Services Corp COM 74164F103 3,972,480 32,000 SH SOLE 32,000 0 0
Procter And Gamble Co COM 742718109 536,606 3,744 SH SOLE 0 0 3,744
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
Rh COM 74967X103 12,235,766 68,299 SH SOLE 36,127 0 32,172
Robinhood Mkts Inc Cl A COM 770700102 318,942 2,820 SH SOLE 0 0 2,820
Rtx Corporation COM 75513E101 4,597,780 25,070 SH SOLE 12,104 0 12,966
Rxo Inc Common Stock COM 74982T103 2,219,584 175,600 SH SOLE 175,600 0 0
Ryman Hospitality Properties I COM 78377T107 1,519,282 16,057 SH SOLE 63 0 15,994
Sailpoint Inc COM 78781J109 5,086,712 251,444 SH SOLE 225,000 0 26,444
Sempra COM 816851109 264,870 3,000 SH SOLE 0 0 3,000
Semtech Corp COM 816850101 6,066,382 82,323 SH SOLE 51,764 0 30,559
Sharkninja Inc COM G8068L108 34,199,549 305,626 SH SOLE 164,573 0 141,053
Shoe Carnival Inc COM 824889109 7,670,341 454,404 SH SOLE 405,704 0 48,700
Sintana Energy Inc COM 82938H107 9,350 27,500 SH SOLE 0 0 27,500
Snowline Gold Corp COM 83342V104 126,000 10,000 SH SOLE 0 0 10,000
Southern Co COM 842587107 324,820 3,725 SH SOLE 0 0 3,725
Southwestern Med Solutions Inc COM 845633304 0 20,000 SH SOLE 0 0 20,000
Spdr Gold Shares COM 78463V107 1,680,354 4,240 SH SOLE 1,100 0 3,140
Stitch Fix Inc Cl A COM 860897107 7,526,662 1,433,650 SH SOLE 1,287,500 0 146,150
Stratus Properties Inc New COM 863167201 3,863,239 159,770 SH SOLE 158,895 0 875
Symbotic Inc Class A COM 87151X101 252,875 4,250 SH SOLE 0 0 4,250
Take-Two Interactive Software COM 874054109 2,760,515 10,782 SH SOLE 4,090 0 6,692
Taylor Morrison Home Corp COM 87724P106 11,444,269 194,399 SH SOLE 152,369 0 42,030
Terawulf Inc COM 88080T104 32,936,591 2,866,544 SH SOLE 1,888,532 0 978,012
Tesla Inc COM 88160R101 16,514,168 36,721 SH SOLE 17,282 0 19,439
Texas Cap Bancshares Inc COM 88224Q107 11,012,109 121,627 SH SOLE 116,362 0 5,265
Texas Instruments Inc COM 882508104 493,423 2,844 SH SOLE 0 0 2,844
Texas Pacific Land Corporation COM 88262P102 29,947,616 104,267 SH SOLE 43,255 0 61,012
Texas Roadhouse Inc COM 882681109 3,096,066 18,651 SH SOLE 17,532 0 1,119
Tiptree Inc COM 88822Q103 1,624,404 88,911 SH SOLE 85,646 0 3,265
Tower Semiconductor Ltd New COM M87915274 7,608,111 64,794 SH SOLE 55,750 0 9,044
Triumph Financial Inc COM 89679E300 3,890,262 62,115 SH SOLE 59,415 0 2,700
Truist Financial Corp COM 89832Q109 1,000,722 20,336 SH SOLE 0 0 20,336
Tuhura Biosciences Inc COM 898920103 7,567 10,000 SH SOLE 0 0 10,000
Turn Therapeutics Inc COM 90021W105 39,400 10,000 SH SOLE 0 0 10,000
Tutor Perini Corp COM 901109108 3,887,026 57,998 SH SOLE 50,000 0 7,998
Uber Technologies Inc COM 90353T100 29,620,038 362,502 SH SOLE 177,375 0 185,127
Union Pacific Corp COM 907818108 4,766,210 20,604 SH SOLE 9,916 0 10,688
United Parcel Service Inc Cl B COM 911312106 420,248 4,237 SH SOLE 0 0 4,237
United Rentals Inc COM 911363109 856,261 1,058 SH SOLE 8 0 1,050
Unitedhealth Group Inc COM 91324P102 5,685,616 17,223 SH SOLE 5,400 0 11,823
Us Physical Therapy COM 90337L108 2,741,349 35,105 SH SOLE 33,000 0 2,105
Verizon Communications Inc COM 92343V104 798,178 19,597 SH SOLE 0 0 19,597
Vertiv Holdings Co Cl A COM 92537N108 3,136,714 19,361 SH SOLE 3,565 0 15,796
Visa Inc Cl A COM 92826C839 1,793,056 5,113 SH SOLE 19 0 5,094
Vistra Corp COM 92840M102 5,074,538 31,454 SH SOLE 11,672 0 19,782
Vox Royalty Corp COM 92919F103 2,505,564 528,600 SH SOLE 511,400 0 17,200
Wal-Mart Inc COM 931142103 11,608,934 104,200 SH SOLE 33,879 0 70,321
Wells Fargo Co COM 949746101 7,812,988 83,830 SH SOLE 26,263 0 57,567
Whirlpool Corp COM 963320106 10,733,278 148,784 SH SOLE 70,214 0 78,570
Xcel Energy Inc Com COM 98389B100 835,713 11,315 SH SOLE 2,200 0 9,115
Zeta Global Holdings Corp Cl A COM 98956A105 508,750 25,000 SH SOLE 0 0 25,000
Alphabet Inc Call Option 03/26 CALL 02079K905 5,537,550 475 SH SOLE 475 0 0
Caterpillar Inc Call Option 09 CALL 149123901 371,500 25 SH SOLE 0 0 25
Fedex Corp Call Option 03/26 2 CALL 31428X106 3,127,500 450 SH SOLE 450 0 0
Nvidia Corporation Call Option CALL 67066G904 446,550 50 SH SOLE 0 0 50
Take-Two Interactive Sof Call CALL 874054909 3,640,000 650 SH SOLE 650 0 0
Unitedhealth Group Inc Call Op CALL 91324P902 3,282,000 400 SH SOLE 400 0 0
Taiwan Semiconductor Mfg Ltd S ADR 874039100 14,465,355 47,601 SH SOLE 28,779 0 18,822
Frontview Reit Inc COM COM 35922N100 461,176 31,245 SH SOLE 7,000 0 24,245