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
AGNICO EAGLE MINES LTD COM 008474108 28,130,592 138,588 SH SOLE 0 121,189 0 17,399
ALPS ETF TR ALERIAN MLP 00162Q452 7,928,374 150,615 SH SOLE 0 150,305 0 310
APPLE INC COM 037833100 15,876,849 62,559 SH SOLE 0 57,664 0 4,895
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 18,377,799 38,351 SH SOLE 0 34,071 0 4,280
BGC GROUP INC CL A 088929104 14,121,743 1,443,941 SH SOLE 0 1,261,968 0 181,973
CELANESE CORP DEL COM 150870103 13,864,316 210,800 SH SOLE 0 185,527 0 25,273
EA SERIES TRUST FREEDOM 100 EM 02072L607 12,942,486 236,825 SH SOLE 0 207,330 0 29,495
ENTERPRISE PRODS PARTNERS L COM 293792107 940,513 24,855 SH SOLE 0 0 0 24,855
EQT CORP COM 26884L109 25,535,041 401,242 SH SOLE 0 349,464 0 51,778
EQUINOX GOLD CORP COM 29446Y502 7,507,907 519,219 SH SOLE 0 455,336 0 63,883
EXXON MOBIL CORP COM 30231G102 278,242 1,640 SH SOLE 0 1,486 0 154
GE VERNOVA INC COM 36828A101 1,244,755 1,426 SH SOLE 0 202 0 1,224
ICON PLC SHS G4705A100 7,304,113 66,005 SH SOLE 0 63,676 0 2,329
LYONDELLBASELL INDUSTRIES NV SHS - A - N53745100 15,077,529 187,159 SH SOLE 0 164,438 0 22,721
MASTEC INC COM 576323109 13,780,768 42,832 SH SOLE 0 37,463 0 5,369
MCKESSON CORP COM 58155Q103 23,510,966 27,169 SH SOLE 0 23,753 0 3,416
MICROCHIP TECHNOLOGY INC. COM 595017104 13,114,861 202,985 SH SOLE 0 178,177 0 24,808
MICROSOFT CORP COM 594918104 12,192,295 32,937 SH SOLE 0 29,120 0 3,817
NEWMONT CORP COM 651639106 25,025,452 231,182 SH SOLE 0 207,595 0 23,587
NMI HLDGS INC COM 629209305 13,736,875 366,219 SH SOLE 0 319,793 0 46,426
ROYAL GOLD INC COM 780287108 22,367,635 87,892 SH SOLE 0 80,318 0 7,574
RUSH ENTERPRISES INC CL A 781846209 21,942,240 331,905 SH SOLE 0 313,078 0 18,827
RUSH ENTERPRISES INC CL B 781846308 608,365 9,454 SH SOLE 0 8,685 0 769
SLB LIMITED COM STK 806857108 16,556,368 322,171 SH SOLE 0 285,038 0 37,133
SPDR GOLD TR GOLD SHS 78463V107 9,502,094 22,083 SH SOLE 0 15,495 0 6,588
TAYLOR MORRISON HOME CORP COM 87724P106 9,237,213 158,606 SH SOLE 0 131,966 0 26,640
TRAVELERS COMPANIES INC COM 89417E109 1,932,963 6,627 SH SOLE 0 2,034 0 4,593
UNITED RENTALS INC COM 911363109 11,367,722 15,603 SH SOLE 0 13,841 0 1,762
WABTEC COM 929740108 15,783,066 63,155 SH SOLE 0 55,815 0 7,340