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
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
Realty Income Corp COM 756109104 288 4,220 SH   SOLE   4,220 0 0
Simon Property Group Inc COM 828806109 272 2,864 SH   SOLE   2,864 0 0
1st Source Corp COM 336901103 1,011 22,270 SH   SOLE   22,270 0 0
Abbott Laboratories Com COM 002824100 2,189 20,150 SH   SOLE   20,150 0 0
AbbVie Inc COM 00287Y109 2,652 17,317 SH   SOLE   17,317 0 0
AbbVie Inc COM 00287Y109 19 125 SH   DFND   0 0 125
Adobe Systems Incorporated COM 00724F101 824 2,252 SH   SOLE   2,252 0 0
Alaska Air Group Inc COM 011659109 509 12,720 SH   SOLE   12,720 0 0
Alnylam Pharmaceuticals Inc COM 02043Q107 434 2,975 SH   SOLE   2,975 0 0
Alphabet Inc Cl A COM 02079K305 3,583 1,644 SH   SOLE   1,644 0 0
American Intl Group Inc COM 026874784 703 13,756 SH   SOLE   13,756 0 0
Apple Inc COM 037833100 1,141 8,345 SH   SOLE   8,345 0 0
Applied Indl Technologies Inc COM 03820C105 1,845 19,182 SH   SOLE   19,182 0 0
Aptiv PLC COM G6095L109 272 3,049 SH   SOLE   3,049 0 0
Arch Capital Group Ltd COM G0450A105 3,061 67,291 SH   SOLE   67,291 0 0
Ashland Inc COM 044186104 4,977 48,297 SH   SOLE   48,297 0 0
Assured Guaranty Ltd COM G0585R106 1,096 19,644 SH   SOLE   19,644 0 0
Avery Dennison Corp COM 053611109 1,018 6,288 SH   SOLE   6,288 0 0
Axis Cap Holdings Ltd COM G0692U109 1,980 34,686 SH   SOLE   34,686 0 0
Baker Hughes Company Cl A COM 05722G100 1,058 36,638 SH   SOLE   36,638 0 0
Bank of America Corp COM 060505104 503 16,167 SH   SOLE   16,167 0 0
Bank Ozk Com COM 06417N103 2,476 65,986 SH   SOLE   65,986 0 0
Berkshire Hathaway Inc Cl B COM 084670702 6,926 25,368 SH   SOLE   25,368 0 0
BOK Financial Corp COM 05561Q201 1,254 16,591 SH   SOLE   16,591 0 0
Boston Scientific Corp COM 101137107 431 11,554 SH   SOLE   11,554 0 0
Bwx Technologies Inc COM 05605H100 1,918 34,822 SH   SOLE   34,822 0 0
CenterPoint Energy Inc COM 15189T107 527 17,820 SH   SOLE   17,820 0 0
Charles Schwab Corp COM 808513105 2,940 46,535 SH   SOLE   46,535 0 0
Civitas Resources Inc Com New COM 17888H103 3,907 74,715 SH   SOLE   74,715 0 0
Coca-Cola Co COM 191216100 394 6,269 SH   SOLE   6,269 0 0
Cognizant Technology Solutions COM 192446102 742 10,995 SH   SOLE   10,995 0 0
Comcast Corp Cl A COM 20030N101 2,920 74,404 SH   SOLE   74,404 0 0
Community Trust Bancorp COM 204149108 819 20,260 SH   SOLE   20,260 0 0
Copa Holdings SA Cl A COM P31076105 535 8,439 SH   SOLE   8,439 0 0
Coterra Energy Inc Com COM 127097103 597 23,161 SH   SOLE   23,161 0 0
Crown Holdings Inc COM 228368106 643 6,975 SH   SOLE   6,975 0 0
CSX Corp COM 126408103 304 10,455 SH   SOLE   10,455 0 0
Cullen Frost Bankers Inc COM 229899109 958 8,226 SH   SOLE   8,226 0 0
Deere & Co COM 244199105 1,370 4,574 SH   SOLE   4,574 0 0
Devon Energy Corp New Com COM 25179M103 576 10,457 SH   SOLE   10,457 0 0
Dollar General Corp COM 256677105 1,670 6,805 SH   SOLE   6,805 0 0
Encompass Health Corp COM 29261A100 1,072 19,128 SH   SOLE   19,128 0 0
Envista Holdings Corporation COM 29415F104 1,707 44,294 SH   SOLE   44,294 0 0
EQT Corp COM 26884L109 554 16,105 SH   SOLE   16,105 0 0
Euronet Worldwide Inc COM 298736109 571 5,674 SH   SOLE   5,674 0 0
Exelon Corp COM 30161N101 903 19,935 SH   SOLE   19,935 0 0
FedEx Corp COM 31428X106 487 2,147 SH   SOLE   2,147 0 0
Fidelity Natl Information Serv COM 31620M106 2,480 27,054 SH   SOLE   27,054 0 0
Flowers Foods Inc Com COM 343498101 1,252 47,559 SH   SOLE   47,559 0 0
Genuine Parts Co COM 372460105 373 2,803 SH   SOLE   2,803 0 0
Goldman Sachs Group Inc COM 38141G104 459 1,544 SH   SOLE   1,544 0 0
Graham Hldgs Co Com Cl B COM 384637104 2,790 4,922 SH   SOLE   4,922 0 0
Green Brick Partners Inc COM 392709101 318 16,230 SH   SOLE   16,230 0 0
Greenbrier Cos Inc COM 393657101 4,426 122,984 SH   SOLE   122,984 0 0
Hanesbrands Inc COM 410345102 2,142 208,167 SH   SOLE   208,167 0 0
Home Depot Inc COM 437076102 799 2,912 SH   SOLE   2,912 0 0
Horizon Therapeutics Pub L COM G46188101 443 5,553 SH   SOLE   5,553 0 0
Houlihan Lokey COM 441593100 658 8,337 SH   SOLE   8,337 0 0
Hub Group Inc Cl A COM 443320106 6,441 90,790 SH   SOLE   90,790 0 0
Humana Inc COM 444859102 4,412 9,427 SH   SOLE   9,427 0 0
Hunt J B Trans Services Inc COM 445658107 421 2,676 SH   SOLE   2,676 0 0
Huntington Ingalls Industries COM 446413106 826 3,792 SH   SOLE   3,792 0 0
Intel Corp COM 458140100 383 10,239 SH   SOLE   10,239 0 0
Jazz Pharmaceuticals PLC USD COM G50871105 244 1,567 SH   SOLE   1,567 0 0
Jfrog Ltd COM M6191J100 722 34,287 SH   SOLE   34,287 0 0
Johnson & Johnson COM 478160104 394 2,219 SH   SOLE   2,219 0 0
Johnson Controls Intl PLC COM G51502105 696 14,544 SH   SOLE   14,544 0 0
JP Morgan Chase & Co COM 46625H100 202 1,798 SH   SOLE   1,798 0 0
Kirby Corp COM 497266106 7,183 118,058 SH   SOLE   118,058 0 0
Kraft Heinz Co COM 500754106 988 25,909 SH   SOLE   25,909 0 0
Liberty Media Corp C Braves G COM 531229888 1,129 47,034 SH   SOLE   47,034 0 0
Linde PLC COM G5494J103 1,459 5,074 SH   SOLE   5,074 0 0
Livanova PLC COM G5509L101 729 11,673 SH   SOLE   11,673 0 0
Live Nation Entertainment Inc COM 538034109 315 3,813 SH   SOLE   3,813 0 0
Live Oak Bancshares Inc COM 53803X105 2,211 65,251 SH   SOLE   65,251 0 0
Malibu Boats Inc Com Cl A COM 56117J100 2,547 48,327 SH   SOLE   48,327 0 0
Medtronic PLC COM G5960L103 1,857 20,695 SH   SOLE   20,695 0 0
Mercury General Corp COM 589400100 377 8,511 SH   SOLE   8,511 0 0
Meta Platforms Inc Cl A COM 30303M102 281 1,744 SH   SOLE   1,744 0 0
MetLife Inc COM 59156R108 581 9,260 SH   SOLE   9,260 0 0
Mgp Ingredients Inc COM 55303J106 1,334 13,326 SH   SOLE   13,326 0 0
Microchip Technology Inc COM 595017104 263 4,527 SH   SOLE   4,527 0 0
Microsoft Corp COM 594918104 1,326 5,162 SH   SOLE   5,162 0 0
Mondelez Intl Inc Cl A COM 609207105 398 6,411 SH   SOLE   6,411 0 0
National Healthcare Corporatio COM 635906100 1,613 23,080 SH   SOLE   23,080 0 0
Norfolk Southern Corp COM 655844108 395 1,737 SH   SOLE   1,737 0 0
Northrop Grumman Corp COM 666807102 3,806 7,952 SH   SOLE   7,952 0 0
NorthWestern Corporation COM 668074305 1,178 19,989 SH   SOLE   19,989 0 0
Nutanix Inc Cl A COM 67059N108 454 31,038 SH   SOLE   31,038 0 0
NVIDIA Corporation COM 67066G104 461 3,041 SH   SOLE   3,041 0 0
NVR Inc COM 62944T105 308 77 SH   SOLE   77 0 0
O'Reilly Automotive Inc COM 67103H107 2,621 4,148 SH   SOLE   4,148 0 0
Ollies Bargain Outlet Holdings COM 681116109 889 15,139 SH   SOLE   15,139 0 0
Omnicom Group Inc COM 681919106 377 5,922 SH   SOLE   5,922 0 0
Papa Johns International Inc. COM 698813102 770 9,224 SH   SOLE   9,224 0 0
Pdc Energy Inc COM 69327R101 1,786 28,986 SH   SOLE   28,986 0 0
PepsiCo Inc COM 713448108 949 5,694 SH   SOLE   5,694 0 0
Performance Food Group Co. COM 71377A103 941 20,464 SH   SOLE   20,464 0 0
Pioneer Natural Resources Co COM 723787107 492 2,205 SH   SOLE   2,205 0 0
Polaris Inc Com COM 731068102 1,255 12,643 SH   SOLE   12,643 0 0
Prudential Financial Inc COM 744320102 281 2,938 SH   SOLE   2,938 0 0
Prudential Financial Inc COM 744320102 15 160 SH   DFND   0 0 160
Range Resources Corporation COM 75281A109 1,866 75,396 SH   SOLE   75,396 0 0
RPM Intl Inc COM 749685103 1,048 13,319 SH   SOLE   13,319 0 0
S&P Global Inc COM 78409V104 326 967 SH   SOLE   967 0 0
Salesforce Inc COM 79466L302 586 3,552 SH   SOLE   3,552 0 0
Scotts Miracle-Gro Co Cl A COM 810186106 2,702 34,206 SH   SOLE   34,206 0 0
SI-BONE, Inc. COM 825704109 507 38,405 SH   SOLE   38,405 0 0
Southwest Gas Holdings Inc COM 844895102 1,009 11,583 SH   SOLE   11,583 0 0
Starbucks Corp COM 855244109 667 8,731 SH   SOLE   8,731 0 0
Suncor Energy Inc COM 867224107 1,960 55,878 SH   SOLE   55,878 0 0
SVB Financial Group COM 78486Q101 288 728 SH   SOLE   728 0 0
Sysco Corp COM 871829107 2,645 31,224 SH   SOLE   31,224 0 0
T-Mobile US Inc COM 872590104 574 4,267 SH   SOLE   4,267 0 0
Teradyne Inc COM 880770102 1,121 12,521 SH   SOLE   12,521 0 0
Texas Instruments Inc COM 882508104 377 2,454 SH   SOLE   2,454 0 0
Texas Pacific Land Corporation COM 88262P102 2,556 1,718 SH   SOLE   1,718 0 0
TJX Cos Inc COM 872540109 742 13,291 SH   SOLE   13,291 0 0
Twilio Inc Cl A COM 90138F102 233 2,776 SH   SOLE   2,776 0 0
Tyson Foods Inc Cl A COM 902494103 293 3,402 SH   SOLE   3,402 0 0
Umb Finl Corp Com COM 902788108 1,299 15,091 SH   SOLE   15,091 0 0
United Parcel Service Inc Cl B COM 911312106 374 2,048 SH   SOLE   2,048 0 0
Vail Resorts Inc COM 91879Q109 915 4,198 SH   SOLE   4,198 0 0
Verint Systems Inc. COM 92343X100 966 22,807 SH   SOLE   22,807 0 0
Verizon Communications Inc COM 92343V104 377 7,436 SH   SOLE   7,436 0 0
Vertex Pharmaceuticals Inc COM 92532F100 2,614 9,275 SH   SOLE   9,275 0 0
VF Corp COM 918204108 482 10,910 SH   SOLE   10,910 0 0
Visa Inc Cl A COM 92826C839 580 2,947 SH   SOLE   2,947 0 0
VMware Inc Cl A COM 928563402 432 3,791 SH   SOLE   3,791 0 0
Walt Disney Co COM 254687106 2,530 26,806 SH   SOLE   26,806 0 0
Washington Tr Bancorp Com COM 940610108 1,388 28,688 SH   SOLE   28,688 0 0
Wells Fargo Co COM 949746101 553 14,129 SH   SOLE   14,129 0 0
Wendys Co COM 95058W100 759 40,205 SH   SOLE   40,205 0 0
Western Union Co COM 959802109 434 26,354 SH   SOLE   26,354 0 0
XPO Logistics Inc COM 983793100 564 11,709 SH   SOLE   11,709 0 0
Zebra Technologies Corp Cl A COM 989207105 1,086 3,696 SH   SOLE   3,696 0 0
Astrazeneca Plc ADR 046353108 441 6,682 SH   SOLE   6,682 0 0
Energy Transfer LP UT Ltd Ptn COM 29273V100 278 27,866 SH   SOLE   27,866 0 0