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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALCOA CORP COM 013872106   2,674,811 62,848 SH   SOLE   62,848 0 0
ALLIANCE RESOURCE PARTNERS L UT LTD PART 01877R108   13,126,313 650,784 SH   SOLE   650,784 0 0
ARCHER DANIELS MIDLAND CO COM 039483102   634,492 7,965 SH   SOLE   7,965 0 0
BHP GROUP LTD SPONSORED ADS 088606108   1,949,477 30,744 SH   SOLE   30,744 0 0
CENOVUS ENERGY INC COM 15135U109   36,180,420 2,072,189 SH   SOLE   2,072,189 0 0
CHENIERE ENERGY INC COM NEW 16411R208   26,737,628 169,655 SH   SOLE   169,655 0 0
CONOCOPHILLIPS COM 20825C104   2,005,828 20,218 SH   SOLE   20,218 0 0
CORTEVA INC COM 22052L104   1,521,501 25,228 SH   SOLE   25,228 0 0
DARLING INGREDIENTS INC COM 237266101   529,046 9,059 SH   SOLE   9,059 0 0
DOW INC COM 260557103   1,404,763 25,625 SH   SOLE   25,625 0 0
ENBRIDGE INC COM 29250N105   11,646,089 305,271 SH   SOLE   305,271 0 0
ENERGY TRANSFER L P COM UT LTD PTN 29273V100   38,427,053 3,081,560 SH   SOLE   3,081,560 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107   25,708,884 992,621 SH   SOLE   992,621 0 0
EQUITRANS MIDSTREAM CORP COM 294600101   6,512,239 1,126,685 SH   SOLE   1,126,685 0 0
EXXON MOBIL CORP COM 30231G102   1,255,168 11,446 SH   SOLE   11,446 0 0
FMC CORP COM NEW 302491303   1,853,933 15,180 SH   SOLE   15,180 0 0
FREEPORT-MCMORAN INC CL B 35671D857   2,993,712 73,178 SH   SOLE   73,178 0 0
HALLIBURTON CO COM 406216101   892,216 28,199 SH   SOLE   28,199 0 0
INTERNATIONAL PAPER CO COM 460146103   653,876 18,133 SH   SOLE   18,133 0 0
KINDER MORGAN INC DEL COM 49456B101   21,246,196 1,213,375 SH   SOLE   1,213,375 0 0
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106   13,154,306 242,431 SH   SOLE   242,431 0 0
MARATHON PETE CORP COM 56585A102   31,036,653 230,191 SH   SOLE   230,191 0 0
MOSAIC CO NEW COM 61945C103   497,614 10,846 SH   SOLE   10,846 0 0
NEWMONT CORP COM 651639106   1,531,189 31,236 SH   SOLE   31,236 0 0
NUCOR CORP COM 670346105   2,101,101 13,602 SH   SOLE   13,602 0 0
PEMBINA PIPELINE CORP COM 706327103   31,288,550 965,696 SH   SOLE   965,696 0 0
PHILLIPS 66 COM 718546104   26,558,417 261,969 SH   SOLE   261,969 0 0
PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207   32,447,467 2,471,317 SH   SOLE   2,471,317 0 0
POSCO HOLDINGS INC SPONSORED ADR 693483109   1,704,757 24,462 SH   SOLE   24,462 0 0
RIO TINTO PLC SPONSORED ADR 767204100   1,197,207 17,452 SH   SOLE   17,452 0 0
SUNCOR ENERGY INC NEW COM 867224107   24,978,141 804,449 SH   SOLE   804,449 0 0
SUNOCO LP/SUNOCO FIN CORP COM UT REP LP 86765K109   6,893,627 157,066 SH   SOLE   157,066 0 0
TARGA RES CORP COM 87612G101   25,168,334 345,008 SH   SOLE   345,008 0 0
TC ENERGY CORP COM 87807B107   6,127,508 157,479 SH   SOLE   157,479 0 0
TOTALENERGIES SE SPONSORED ADS 89151E109   2,180,894 36,933 SH   SOLE   36,933 0 0
VALE S A SPONSORED ADS 91912E105   698,723 44,279 SH   SOLE   44,279 0 0
VALERO ENERGY CORP COM 91913Y100   27,227,584 195,040 SH   SOLE   195,040 0 0
VIPER ENERGY PARTNERS LP COM UNT RP INT 92763M105   22,594,096 806,932 SH   SOLE   806,932 0 0
WESTERN MIDSTREAM PARTNERS L COM UNIT LP INT 958669103   26,550,107 1,006,830 SH   SOLE   1,006,830 0 0
WESTLAKE CORPORATION COM 960413102   1,476,541 12,731 SH   SOLE   12,731 0 0
WESTROCK CO COM 96145D105   1,041,129 34,169 SH   SOLE   34,169 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104   814,956 27,048 SH   SOLE   27,048 0 0
WILLIAMS COS INC COM 969457100   20,447,322 684,773 SH   SOLE   684,773 0 0