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
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 782 69,600 SH   SOLE   69,600 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 223 5,589 SH   SOLE   5,589 0 0
ARCHROCK INC COM 03957W106 3,239 499,086 SH   SOLE   499,086 0 0
BARRICK GOLD CORPORATION COM 067901108 1,448 53,807 SH   SOLE   53,807 0 0
BHP GROUP LTD SPONSORED ADS 088606108 1,295 26,035 SH   SOLE   26,035 0 0
CENOVUS ENERGY INC COM 15135U109 5,454 1,165,745 SH   SOLE   1,165,745 0 0
CHENIERE ENERGY INC COM NEW 16411R208 1,953 40,411 SH   SOLE   40,411 0 0
CONOCOPHILLIPS COM 20825C104 698 16,618 SH   SOLE   16,618 0 0
DIAMONDBACK ENERGY INC COM 25278X109 219 5,247 SH   SOLE   5,247 0 0
ENBRIDGE INC COM 29250N105 3,882 127,612 SH   SOLE   127,612 0 0
ENERGY TRANSFER LP COM UT LTD PTN 29273V100 6,161 865,278 SH   SOLE   865,278 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 7,319 402,833 SH   SOLE   402,833 0 0
EQUITRANS MIDSTREAM CORP COM 294600101 4,753 571,938 SH   SOLE   571,938 0 0
EXXON MOBIL CORP COM 30231G102 419 9,362 SH   SOLE   9,362 0 0
FREEPORT-MCMORAN INC CL B 35671D857 1,137 98,247 SH   SOLE   98,247 0 0
INTL PAPER CO COM 460146103 450 12,773 SH   SOLE   12,773 0 0
KINDER MORGAN INC DEL COM 49456B101 7,374 486,090 SH   SOLE   486,090 0 0
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 4,848 112,291 SH   SOLE   112,291 0 0
MARATHON PETE CORP COM 56585A102 5,793 154,987 SH   SOLE   154,987 0 0
NEWMONT CORP COM 651639106 710 11,500 SH   SOLE   11,500 0 0
NUCOR CORP COM 670346105 550 13,282 SH   SOLE   13,282 0 0
NUTRIEN LTD COM 67077M108 870 27,085 SH   SOLE   27,085 0 0
ONEOK INC NEW COM 682680103 811 24,404 SH   SOLE   24,404 0 0
PEMBINA PIPELINE CORP COM 706327103 6,337 253,476 SH   SOLE   253,476 0 0
PHILLIPS 66 COM 718546104 5,239 72,860 SH   SOLE   72,860 0 0
PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207 6,745 757,812 SH   SOLE   757,812 0 0
POSCO SPONSORED ADR 693483109 515 13,900 SH   SOLE   13,900 0 0
RIO TINTO PLC SPONSORED ADR 767204100 693 12,332 SH   SOLE   12,332 0 0
SUNCOR ENERGY INC NEW COM 867224107 2,090 123,952 SH   SOLE   123,952 0 0
SUNOCO LP/SUNOCO FIN CORP COM UT REP LP 86765K109 3,871 169,569 SH   SOLE   169,569 0 0
TC ENERGY CORP COM 87807B107 3,249 75,815 SH   SOLE   75,815 0 0
TOTAL S.A. SPONSORED ADS 89151E109 2,652 68,963 SH   SOLE   68,963 0 0
VALE S A SPONSORED ADS 91912E105 527 51,139 SH   SOLE   51,139 0 0
VALERO ENERGY CORP COM 91913Y100 3,644 61,958 SH   SOLE   61,958 0 0
VIPER ENERGY PARTNERS LP COM UNT RP INT 92763M105 3,408 328,957 SH   SOLE   328,957 0 0
WESTLAKE CHEM CORP COM 960413102 577 10,754 SH   SOLE   10,754 0 0
WESTROCK CO COM 96145D105 589 20,835 SH   SOLE   20,835 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104 429 19,084 SH   SOLE   19,084 0 0
WILLIAMS COS INC COM 969457100 5,261 276,610 SH   SOLE   276,610 0 0