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 8,395 40,325 SH   SOLE   40,325 0 0
Abbvie Inc COM 00287Y109 15,078 207,950 SH   SOLE   207,950 0 0
CF Corporation UNIT 99/99/9999E G20307123 36,900 3,000,000 SH   SOLE   3,000,000 0 0
Chevron Corp New COM 166764100 11,805 113,150 SH   SOLE   113,150 0 0
Colony Starwood Homes COM 19625X102 45,854 1,336,456 SH   SOLE   1,336,456 0 0
Conoco Phillips COM 20825C104 4,101 93,300 SH   SOLE   93,300 0 0
Del Friscos Restaurant Group COM 245077102 18,706 1,161,888 SH   SOLE   1,161,888 0 0
Dow Chem Co COM 260543103 24,564 389,477 SH   SOLE   389,477 0 0
Exxon Mobil Corp COM 30231G102 10,908 135,120 SH   SOLE   135,120 0 0
Fidelity National Information Services COM 31620M106 111,350 1,303,860 SH   SOLE   1,303,860 0 0
General Electric COM 369604103 9,154 338,900 SH   SOLE   338,900 0 0
Genuine Parts Co COM 372460105 18,176 195,950 SH   SOLE   195,950 0 0
Helmerich & Payne COM 423452101 9,319 171,500 SH   SOLE   171,500 0 0
International Paper COM 460146103 22,361 395,001 SH   SOLE   395,001 0 0
Johnson & Johnson COM 478160104 7,736 58,480 SH   SOLE   58,480 0 0
Lockheed Martin Corp COM 539830109 8,860 31,915 SH   SOLE   31,915 0 0
MGM Growth Properties LLC CL A COM 55303A105 14,595 500,000 SH   SOLE   500,000 0 0
PepsiCo COM 713448108 21,541 186,516 SH   SOLE   186,516 0 0
Pfizer Inc COM 717081103 1,680 50,000 SH   SOLE   50,000 0 0
Philip Morris Intl COM 718172109 26,379 224,600 SH   SOLE   224,600 0 0
Targa Resources Corp COM 87612G101 3,072 67,959 SH   SOLE   67,959 0 0
TC Pipelines LP UT COM LTD PRT 87233Q108 7,645 139,000 SH   SOLE   139,000 0 0