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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
Estimated average burden
hours per response: 23.8
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
ALCOA CORP COM 013872106 355 57,600 SH   SOLE   57,600 0 0
ARCHROCK INC COM 03957W106 2,091 556,006 SH   SOLE   556,006 0 0
BARRICK GOLD CORPORATION COM 067901108 990 53,807 SH   SOLE   53,807 0 0
BHP GROUP LTD SPONSORED ADS 088606108 955 26,035 SH   SOLE   26,035 0 0
CENOVUS ENERGY INC COM 15135U109 1,280 633,590 SH   SOLE   633,590 0 0
CHENIERE ENERGY INC COM NEW 16411R208 3,063 91,446 SH   SOLE   91,446 0 0
CONOCOPHILLIPS COM 20825C104 512 16,618 SH   SOLE   16,618 0 0
CRESTWOOD EQUITY PARTNERS LP UNIT LTD PARTNER 226344208 369 87,163 SH   SOLE   87,163 0 0
ENBRIDGE INC COM 29250N105 2,882 99,059 SH   SOLE   99,059 0 0
ENERGY TRANSFER LP COM UT LTD PTN 29273V100 2,984 648,692 SH   SOLE   648,692 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 3,705 259,096 SH   SOLE   259,096 0 0
EQUITRANS MIDSTREAM CORP COM 294600101 2,387 474,457 SH   SOLE   474,457 0 0
EXXON MOBIL CORP COM 30231G102 355 9,362 SH   SOLE   9,362 0 0
FREEPORT-MCMORAN INC CL B 35671D857 663 98,247 SH   SOLE   98,247 0 0
INTL PAPER CO COM 460146103 301 9,673 SH   SOLE   9,673 0 0
KINDER MORGAN INC DEL COM 49456B101 4,845 348,050 SH   SOLE   348,050 0 0
MARATHON OIL CORP COM 565849106 69 20,963 SH   SOLE   20,963 0 0
MARATHON PETE CORP COM 56585A102 1,834 77,643 SH   SOLE   77,643 0 0
NUCOR CORP COM 670346105 381 10,582 SH   SOLE   10,582 0 0
NUTRIEN LTD COM 67077M108 927 27,085 SH   SOLE   27,085 0 0
ONEOK INC NEW COM 682680103 1,184 54,266 SH   SOLE   54,266 0 0
PEMBINA PIPELINE CORP COM 706327103 3,104 165,000 SH   SOLE   165,000 0 0
PHILLIPS 66 COM 718546104 2,223 41,436 SH   SOLE   41,436 0 0
PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207 2,404 428,440 SH   SOLE   428,440 0 0
POSCO SPONSORED ADR 693483109 454 13,900 SH   SOLE   13,900 0 0
RIO TINTO PLC SPONSORED ADR 767204100 844 18,532 SH   SOLE   18,532 0 0
SUNOCO LP COM UT REP LP 86765K109 2,143 137,016 SH   SOLE   137,016 0 0
TC ENERGY CORP COM 87807B107 2,470 55,761 SH   SOLE   55,761 0 0
TOTAL S.A. SPONSORED ADS 89151E109 2,302 61,806 SH   SOLE   61,806 0 0
VALE S A SPONSORED ADS 91912E105 424 51,139 SH   SOLE   51,139 0 0
WESTLAKE CHEM CORP COM 960413102 410 10,754 SH   SOLE   10,754 0 0
WESTROCK CO COM 96145D105 589 20,835 SH   SOLE   20,835 0 0
WEYERHAEUSER CO COM 962166104 323 19,084 SH   SOLE   19,084 0 0
WILLIAMS COS INC COM 969457100 3,474 245,493 SH   SOLE   245,493 0 0