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 1,448 62,825 SH   SOLE   62,825 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 282 5,589 SH   SOLE   5,589 0 0
ARCHROCK INC COM 03957W106 2,380 274,776 SH   SOLE   274,776 0 0
BARRICK GOLD CORP COM 067901108 799 35,064 SH   SOLE   35,064 0 0
BHP GROUP LTD SPONSORED ADS 088606108 1,420 21,735 SH   SOLE   21,735 0 0
CENOVUS ENERGY INC COM 15135U109 8,373 1,386,179 SH   SOLE   1,386,179 0 0
CHENIERE ENERGY INC COM NEW 16411R208 2,524 42,047 SH   SOLE   42,047 0 0
CONOCOPHILLIPS COM 20825C104 668 16,701 SH   SOLE   16,701 0 0
CORTEVA INC COM 22052L104 348 9,000 SH   SOLE   9,000 0 0
DARLING INGREDIENTS INC COM 237266101 1,106 19,168 SH   SOLE   19,168 0 0
ENBRIDGE INC COM 29250N105 4,174 130,472 SH   SOLE   130,472 0 0
ENERGY TRANSFER LP COM UT LTD PTN 29273V100 7,494 1,212,643 SH   SOLE   1,212,643 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 8,439 430,756 SH   SOLE   430,756 0 0
EQUITRANS MIDSTREAM CORP COM 294600101 5,114 636,079 SH   SOLE   636,079 0 0
EXXON MOBIL CORP COM 30231G102 390 9,453 SH   SOLE   9,453 0 0
FREEPORT-MCMORAN INC CL B 35671D857 1,599 61,437 SH   SOLE   61,437 0 0
INTERNATIONAL PAPER CO COM 460146103 636 12,798 SH   SOLE   12,798 0 0
KINDER MORGAN INC DEL COM 49456B101 8,424 616,241 SH   SOLE   616,241 0 0
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 5,483 129,202 SH   SOLE   129,202 0 0
MARATHON PETE CORP COM 56585A102 6,347 153,462 SH   SOLE   153,462 0 0
NEWMONT CORP COM 651639106 855 14,278 SH   SOLE   14,278 0 0
NUCOR CORP COM 670346105 566 10,637 SH   SOLE   10,637 0 0
NUTRIEN LTD COM 67077M108 1,303 27,085 SH   SOLE   27,085 0 0
PEMBINA PIPELINE CORP COM 706327103 7,089 299,612 SH   SOLE   299,612 0 0
PHILLIPS 66 COM 718546104 6,323 90,399 SH   SOLE   90,399 0 0
PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207 7,676 908,345 SH   SOLE   908,345 0 0
PLUG POWER INC COM NEW 72919P202 2,077 61,245 SH   SOLE   61,245 0 0
POSCO SPONSORED ADR 693483109 636 10,200 SH   SOLE   10,200 0 0
RENEWABLE ENERGY GROUP INC COM NEW 75972A301 919 12,978 SH   SOLE   12,978 0 0
RIO TINTO PLC SPONSORED ADR 767204100 928 12,332 SH   SOLE   12,332 0 0
SUNCOR ENERGY INC NEW COM 867224107 3,035 180,885 SH   SOLE   180,885 0 0
SUNOCO LP/SUNOCO FIN CORP COM UT REP LP 86765K109 2,768 96,183 SH   SOLE   96,183 0 0
TARGA RES CORP COM 87612G101 3,935 149,184 SH   SOLE   149,184 0 0
TC ENERGY CORP COM 87807B107 3,207 78,767 SH   SOLE   78,767 0 0
TOTAL SE SPONSORED ADS 89151E109 2,974 70,963 SH   SOLE   70,963 0 0
VALE S A SPONSORED ADS 91912E105 857 51,139 SH   SOLE   51,139 0 0
VALERO ENERGY CORP COM 91913Y100 5,068 89,596 SH   SOLE   89,596 0 0
VIPER ENERGY PARTNERS LP COM UNT RP INT 92763M105 5,181 445,831 SH   SOLE   445,831 0 0
WESTERN MIDSTREAM PARTNERS L COM UNIT LP INT 958669103 3,568 258,185 SH   SOLE   258,185 0 0
WESTLAKE CHEM CORP COM 960413102 881 10,798 SH   SOLE   10,798 0 0
WESTROCK CO COM 96145D105 911 20,930 SH   SOLE   20,930 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104 640 19,084 SH   SOLE   19,084 0 0
WILLIAMS COS INC COM 969457100 5,809 289,734 SH   SOLE   289,734 0 0