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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALCOA CORP COM 013872106   2,357,558 69,483 SH   SOLE   69,483 0 0
ALLIANCE RESOURCE PARTNERS L UT LTD PART 01877R108   12,966,741 701,284 SH   SOLE   701,284 0 0
ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L203   2,417,374 96,948 SH   SOLE   96,948 0 0
ARCHER DANIELS MIDLAND CO COM 039483102   662,283 8,765 SH   SOLE   8,765 0 0
BARRICK GOLD CORP COM 067901108   2,025,064 90,513 SH   SOLE   90,513 0 0
BHP GROUP LTD SPONSORED ADS 088606108   2,027,229 33,974 SH   SOLE   33,974 0 0
BP PLC SPONSORED ADR 055622104   590,863 128,230 SH   SOLE   128,230 0 0
CENOVUS ENERGY INC COM 15135U109   44,799,439 2,562,060 SH   SOLE   2,562,060 0 0
CHENIERE ENERGY INC COM NEW 16411R208   29,806,949 195,635 SH   SOLE   195,635 0 0
CONOCOPHILLIPS COM 20825C104   2,312,368 22,318 SH   SOLE   22,318 0 0
CORTEVA INC COM 22052L104   1,599,128 27,908 SH   SOLE   27,908 0 0
DARLING INGREDIENTS INC COM 237266101   972,096 15,239 SH   SOLE   15,239 0 0
DIAMONDBACK ENERGY INC COM 25278X109   211,621 1,611 SH   SOLE   1,611 0 0
DOW INC COM 260557103   1,509,122 28,335 SH   SOLE   28,335 0 0
ENBRIDGE INC COM 29250N105   12,169,263 327,571 SH   SOLE   327,571 0 0
ENERGY TRANSFER L P COM UT LTD PTN 29273V100   42,207,955 3,323,461 SH   SOLE   3,323,461 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107   26,949,489 1,022,751 SH   SOLE   1,022,751 0 0
EQUITRANS MIDSTREAM CORP COM 294600101   23,825,767 2,492,235 SH   SOLE   2,492,235 0 0
EXXON MOBIL CORP COM 30231G102   1,286,035 11,991 SH   SOLE   11,991 0 0
FMC CORP COM NEW 302491303   1,746,652 16,740 SH   SOLE   16,740 0 0
FREEPORT-MCMORAN INC CL B 35671D857   2,932,320 73,308 SH   SOLE   73,308 0 0
HALLIBURTON CO COM 406216101   1,031,234 31,259 SH   SOLE   31,259 0 0
INTERNATIONAL PAPER CO COM 460146103   638,522 20,073 SH   SOLE   20,073 0 0
KINDER MORGAN INC DEL COM 49456B101   23,049,228 1,338,515 SH   SOLE   1,338,515 0 0
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106   16,236,292 260,531 SH   SOLE   260,531 0 0
MARATHON PETE CORP COM 56585A102   30,032,196 257,566 SH   SOLE   257,566 0 0
MOSAIC CO NEW COM 61945C103   420,910 12,026 SH   SOLE   12,026 0 0
MURPHY USA INC COM 626755102   357,777 1,150 SH   SOLE   1,150 0 0
NEWMONT CORP COM 651639106   1,473,306 34,536 SH   SOLE   34,536 0 0
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106   205,240 3,500 SH   SOLE   3,500 0 0
NUCOR CORP COM 670346105   2,472,162 15,076 SH   SOLE   15,076 0 0
NUTRIEN LTD COM 67077M108   3,272,138 41,855 SH   SOLE   41,855 0 0
ONEOK INC NEW COM 682680103   395,008 6,400 SH   SOLE   6,400 0 0
PEMBINA PIPELINE CORP COM 706327103   33,804,547 1,062,940 SH   SOLE   1,062,940 0 0
PHILLIPS 66 COM 718546104   29,061,237 304,689 SH   SOLE   304,689 0 0
PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207   39,415,705 2,656,107 SH   SOLE   2,656,107 0 0
POSCO HOLDINGS INC SPONSORED ADR 693483109   1,996,058 26,992 SH   SOLE   26,992 0 0
RIO TINTO PLC SPONSORED ADR 767204100   1,228,409 19,242 SH   SOLE   19,242 0 0
SHELL PLC SPON ADS 780259305   2,286,176 97,423 SH   SOLE   97,423 0 0
SUNCOR ENERGY INC NEW COM 867224107   31,632,555 1,049,419 SH   SOLE   1,049,419 0 0
SUNOCO LP/SUNOCO FIN CORP COM UT REP LP 86765K109   7,148,283 164,102 SH   SOLE   164,102 0 0
TARGA RES CORP COM 87612G101   26,719,319 351,108 SH   SOLE   351,108 0 0
TC ENERGY CORP COM 87807B107   7,410,345 183,379 SH   SOLE   183,379 0 0
TECK RESOURCES LTD CL B 878742204   5,289,938 94,964 SH   SOLE   94,964 0 0
TOTALENERGIES SE SPONSORED ADS 89151E109   2,132,392 36,995 SH   SOLE   36,995 0 0
VALE S A SPONSORED ADS 91912E105   655,554 48,849 SH   SOLE   48,849 0 0
VALERO ENERGY CORP COM 91913Y100   27,558,697 234,942 SH   SOLE   234,942 0 0
VIPER ENERGY PARTNERS LP COM UNT RP INT 92763M105   22,875,178 852,597 SH   SOLE   852,597 0 0
WESTERN MIDSTREAM PARTNERS L COM UNIT LP INT 958669103   27,785,932 1,047,735 SH   SOLE   1,047,735 0 0
WESTLAKE CORPORATION COM 960413102   1,678,076 14,046 SH   SOLE   14,046 0 0
WESTROCK CO COM 96145D105   1,097,363 37,749 SH   SOLE   37,749 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104   999,871 29,838 SH   SOLE   29,838 0 0
WILLIAMS COS INC COM 969457100   25,055,043 767,853 SH   SOLE   767,853 0 0