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
Air Products and Chemicals, Inc. COM 009158106 13,223 59,600 SH   SOLE   59,600 0 0
Albemarle Corporation COM 012653101 1,050 15,100 SH   SOLE   15,100 0 0
Amcor plc COM G0250X107 1,762 180,700 SH   SOLE   180,700 0 0
Apache Corporation COM 037411105 2,747 107,300 SH   SOLE   107,300 0 0
Avery Dennison Corporation COM 053611109 1,454 12,800 SH   SOLE   12,800 0 0
Baker Hughes, a GE company Class A COM 05722G100 3,088 133,100 SH   SOLE   133,100 0 0
Ball Corporation COM 058498106 7,361 101,100 SH   SOLE   101,100 0 0
BP plc Sponsored ADR COM 055622104 3,845 101,200 SH   SOLE   101,200 0 0
Cabot Oil & Gas Corporation COM 127097103 1,992 113,400 SH   SOLE   113,400 0 0
Celanese Corporation COM 150870103 5,674 46,400 SH   SOLE   46,400 0 0
CF Industries Holdings, Inc. COM 125269100 3,552 72,200 SH   SOLE   72,200 0 0
Cheniere Energy, Inc. COM 16411R208 5,707 90,500 SH   SOLE   90,500 0 0
Chevron Corporation COM 166764100 85,890 724,200 SH   SOLE   724,200 0 0
Cimarex Energy Company COM 171798101 1,290 26,900 SH   SOLE   26,900 0 0
Concho Resources Inc. COM 20605P101 3,696 54,440 SH   SOLE   54,440 0 0
ConocoPhillips COM 20825C104 25,231 442,800 SH   SOLE   442,800 0 0
Continental Resources, Inc. COM 212015101 2,860 92,900 SH   SOLE   92,900 0 0
Corteva Inc COM 22052L104 2,154 76,945 SH   SOLE   76,945 0 0
Devon Energy Corporation COM 25179M103 2,887 120,000 SH   SOLE   120,000 0 0
Diamondback Energy, Inc. COM 25278X109 9,180 102,100 SH   SOLE   102,100 0 0
Dow, Inc. COM 260557103 4,048 84,945 SH   SOLE   84,945 0 0
DuPont de Nemours, Inc. COM 26614N102 9,323 130,745 SH   SOLE   130,745 0 0
Eastman Chemical Company COM 277432100 1,203 16,300 SH   SOLE   16,300 0 0
Ecolab Inc. COM 278865100 5,605 28,300 SH   SOLE   28,300 0 0
EOG Resources, Inc. COM 26875P101 18,570 250,200 SH   SOLE   250,200 0 0
Exxon Mobil Corporation COM 30231G102 103,940 1,472,030 SH   SOLE   1,472,030 0 0
FMC Corporation COM 302491303 1,429 16,300 SH   SOLE   16,300 0 0
Freeport-McMoRan, Inc. COM 35671D857 1,695 177,100 SH   SOLE   177,100 0 0
Halliburton Company COM 406216101 5,238 277,870 SH   SOLE   277,870 0 0
Helmerich & Payne, Inc. COM 423452101 1,346 33,600 SH   SOLE   33,600 0 0
Hess Corporation COM 42809H107 4,300 71,100 SH   SOLE   71,100 0 0
HollyFrontier Corporation COM 436106108 2,698 50,300 SH   SOLE   50,300 0 0
International Flavors & Fragrances Inc. COM 459506101 1,276 10,400 SH   SOLE   10,400 0 0
International Paper Company COM 460146103 2,087 49,900 SH   SOLE   49,900 0 0
Kinder Morgan, Inc. COM 49456B101 19,790 960,200 SH   SOLE   960,200 0 0
Linde plc COM G5494J103 15,323 79,100 SH   SOLE   79,100 0 0
LyondellBasell Industries N.V. COM N53745100 7,122 79,600 SH   SOLE   79,600 0 0
Marathon Oil Corporation COM 565849106 2,876 234,400 SH   SOLE   234,400 0 0
Marathon Petroleum Corporation COM 56585A102 11,566 190,385 SH   SOLE   190,385 0 0
Martin Marietta Materials, Inc. COM 573284106 1,919 7,000 SH   SOLE   7,000 0 0
Mosaic Company COM 61945C103 793 38,701 SH   SOLE   38,701 0 0
National Oilwell Varco, Inc. COM 637071101 2,311 109,000 SH   SOLE   109,000 0 0
Newmont Goldcorp Corporation COM 651639106 3,401 89,700 SH   SOLE   89,700 0 0
Noble Energy, Inc. COM 655044105 3,138 139,700 SH   SOLE   139,700 0 0
Nucor Corporation COM 670346105 3,716 73,000 SH   SOLE   73,000 0 0
Occidental Petroleum Corporation COM 674599105 13,695 307,951 SH   SOLE   307,951 0 0
ONEOK, Inc. COM 682680103 12,874 174,700 SH   SOLE   174,700 0 0
Packaging Corporation of America COM 695156109 1,241 11,700 SH   SOLE   11,700 0 0
Parsley Energy, Inc. Class A COM 701877102 2,614 155,600 SH   SOLE   155,600 0 0
Phillips 66 COM 718546104 14,149 138,175 SH   SOLE   138,175 0 0
Pioneer Natural Resources Company COM 723787107 9,081 72,200 SH   SOLE   72,200 0 0
PPG Industries, Inc. COM 693506107 3,318 28,000 SH   SOLE   28,000 0 0
Schlumberger Limited COM 806857108 14,714 430,600 SH   SOLE   430,600 0 0
Sealed Air Corporation COM 81211K100 681 16,400 SH   SOLE   16,400 0 0
Sherwin-Williams Company COM 824348106 12,702 23,100 SH   SOLE   23,100 0 0
TechnipFMC plc COM G87110105 8,198 339,600 SH   SOLE   339,600 0 0
Total S.A. Sponsored ADR COM 89151E109 4,134 79,500 SH   SOLE   79,500 0 0
Valero Energy Corporation COM 91913Y100 17,594 206,400 SH   SOLE   206,400 0 0
Vulcan Materials Company COM 929160109 8,681 57,400 SH   SOLE   57,400 0 0
WestRock Company COM 96145D105 1,115 30,600 SH   SOLE   30,600 0 0
Whiting Petroleum Corporation COM 966387409 407 50,675 SH   SOLE   50,675 0 0
Williams Companies, Inc. COM 969457100 8,152 338,800 SH   SOLE   338,800 0 0