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
AEMETIS INC COM NEW 00770K202 1,032 42,085 SH   SOLE   42,085 0 0
ALCOA CORP COM 013872106 1,842 56,702 SH   SOLE   56,702 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 319 5,589 SH   SOLE   5,589 0 0
ARCHROCK INC COM 03957W106 2,436 256,670 SH   SOLE   256,670 0 0
BARRICK GOLD CORP COM 067901108 695 35,095 SH   SOLE   35,095 0 0
BHP GROUP LTD SPONSORED ADS 088606108 1,508 21,735 SH   SOLE   21,735 0 0
CENOVUS ENERGY INC COM 15135U109 10,244 1,362,234 SH   SOLE   1,362,234 0 0
CHENIERE ENERGY INC COM NEW 16411R208 2,977 41,335 SH   SOLE   41,335 0 0
CONOCOPHILLIPS COM 20825C104 885 16,701 SH   SOLE   16,701 0 0
CORTEVA INC COM 22052L104 420 9,000 SH   SOLE   9,000 0 0
DARLING INGREDIENTS INC COM 237266101 2,061 28,013 SH   SOLE   28,013 0 0
ENBRIDGE INC COM 29250N105 4,754 130,608 SH   SOLE   130,608 0 0
ENERGY TRANSFER LP COM UT LTD PTN 29273V100 9,392 1,222,870 SH   SOLE   1,222,870 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 9,584 435,230 SH   SOLE   435,230 0 0
EQUITRANS MIDSTREAM CORP COM 294600101 2,734 335,054 SH   SOLE   335,054 0 0
EXXON MOBIL CORP COM 30231G102 528 9,453 SH   SOLE   9,453 0 0
FREEPORT-MCMORAN INC CL B 35671D857 1,644 49,925 SH   SOLE   49,925 0 0
INTERNATIONAL PAPER CO COM 460146103 692 12,798 SH   SOLE   12,798 0 0
KINDER MORGAN INC DEL COM 49456B101 9,880 593,379 SH   SOLE   593,379 0 0
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 5,433 125,293 SH   SOLE   125,293 0 0
MARATHON PETE CORP COM 56585A102 8,475 158,445 SH   SOLE   158,445 0 0
NEWMONT CORP COM 651639106 861 14,278 SH   SOLE   14,278 0 0
NUCOR CORP COM 670346105 854 10,637 SH   SOLE   10,637 0 0
NUTRIEN LTD COM 67077M108 1,460 27,085 SH   SOLE   27,085 0 0
PEMBINA PIPELINE CORP COM 706327103 9,151 317,316 SH   SOLE   317,316 0 0
PHILLIPS 66 COM 718546104 6,984 85,655 SH   SOLE   85,655 0 0
PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207 8,613 916,305 SH   SOLE   916,305 0 0
PLUG POWER INC COM NEW 72919P202 781 21,802 SH   SOLE   21,802 0 0
POSCO SPONSORED ADR 693483109 736 10,200 SH   SOLE   10,200 0 0
RENEWABLE ENERGY GROUP INC COM NEW 75972A301 862 13,058 SH   SOLE   13,058 0 0
RIO TINTO PLC SPONSORED ADR 767204100 958 12,332 SH   SOLE   12,332 0 0
SUNCOR ENERGY INC NEW COM 867224107 5,864 280,591 SH   SOLE   280,591 0 0
SUNOCO LP/SUNOCO FIN CORP COM UT REP LP 86765K109 2,974 93,401 SH   SOLE   93,401 0 0
TARGA RES CORP COM 87612G101 4,693 147,807 SH   SOLE   147,807 0 0
TC ENERGY CORP COM 87807B107 3,587 78,408 SH   SOLE   78,408 0 0
TOTAL SE SPONSORED ADS 89151E109 3,071 65,991 SH   SOLE   65,991 0 0
VALE S A SPONSORED ADS 91912E105 701 40,339 SH   SOLE   40,339 0 0
VALERO ENERGY CORP COM 91913Y100 7,767 108,478 SH   SOLE   108,478 0 0
VIPER ENERGY PARTNERS LP COM UNT RP INT 92763M105 6,262 430,068 SH   SOLE   430,068 0 0
WESTERN MIDSTREAM PARTNERS L COM UNIT LP INT 958669103 4,759 255,972 SH   SOLE   255,972 0 0
WESTLAKE CHEM CORP COM 960413102 602 6,784 SH   SOLE   6,784 0 0
WESTROCK CO COM 96145D105 1,480 28,430 SH   SOLE   28,430 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104 679 19,084 SH   SOLE   19,084 0 0
WILLIAMS COS INC COM 969457100 6,750 284,918 SH   SOLE   284,918 0 0