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
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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 7,201 40,325 SH   SOLE   40,325 0 0
Abbvie Inc COM 00287Y109 13,022 207,950 SH   SOLE   207,950 0 0
CF Corporation UNIT 99/99/9999E G20307123 31,410 3,000,000 SH   SOLE   3,000,000 0 0
Chevron Corp New COM 166764100 13,318 113,150 SH   SOLE   113,150 0 0
Colony Starwood Homes COM 19625X102 38,503 1,336,456 SH   SOLE   1,336,456 0 0
Conoco Phillips COM 20825C104 4,678 93,300 SH   SOLE   93,300 0 0
Del Friscos Restaurant Group COM 245077102 51,754 3,044,329 SH   SOLE   3,044,329 0 0
Dow Chem Co COM 260543103 22,286 389,477 SH   SOLE   389,477 0 0
Exxon Mobil Corp COM 30231G102 12,196 135,120 SH   SOLE   135,120 0 0
Fidelity National Information Services COM 31620M106 98,624 1,303,860 SH   SOLE   1,303,860 0 0
General Electric COM 369604103 10,709 338,900 SH   SOLE   338,900 0 0
Genuine Parts Co COM 372460105 18,721 195,950 SH   SOLE   195,950 0 0
Helmerich & Payne COM 423452101 13,274 171,500 SH   SOLE   171,500 0 0
International Paper COM 460146103 20,959 395,001 SH   SOLE   395,001 0 0
Johnson & Johnson COM 478160104 6,737 58,480 SH   SOLE   58,480 0 0
Lockheed Martin Corp COM 539830109 7,977 31,915 SH   SOLE   31,915 0 0
MGM Growth Properties LLC CL A COM 55303A105 12,655 500,000 SH   SOLE   500,000 0 0
PepsiCo COM 713448108 19,515 186,516 SH   SOLE   186,516 0 0
Pfizer Inc COM 717081103 1,624 50,000 SH   SOLE   50,000 0 0
Philip Morris Intl COM 718172109 20,549 224,600 SH   SOLE   224,600 0 0
Targa Resources Corp COM 87612G101 3,810 67,959 SH   SOLE   67,959 0 0
TC Pipelines LP UT COM LTD PRT 87233Q108 8,179 139,000 SH   SOLE   139,000 0 0