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 2,451 41,136 SH   SOLE   41,136 0 0
ALLIANCE RESOURCE PARTNERS L UT LTD PART 01877R108 3,589 283,904 SH   SOLE   283,904 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 378 5,589 SH   SOLE   5,589 0 0
BHP GROUP LTD SPONSORED ADS 088606108 1,312 21,735 SH   SOLE   21,735 0 0
CENOVUS ENERGY INC COM 15135U109 24,217 1,972,033 SH   SOLE   1,972,033 0 0
CHENIERE ENERGY INC COM NEW 16411R208 6,426 63,356 SH   SOLE   63,356 0 0
CONOCOPHILLIPS COM 20825C104 1,205 16,701 SH   SOLE   16,701 0 0
CORTEVA INC COM 22052L104 638 13,500 SH   SOLE   13,500 0 0
DARLING INGREDIENTS INC COM 237266101 2,688 38,792 SH   SOLE   38,792 0 0
ENBRIDGE INC COM 29250N105 6,661 170,444 SH   SOLE   170,444 0 0
ENERGY TRANSFER L P COM UT LTD PTN 29273V100 15,363 1,866,677 SH   SOLE   1,866,677 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 12,319 560,965 SH   SOLE   560,965 0 0
EQUITRANS MIDSTREAM CORP COM 294600101 5,124 495,572 SH   SOLE   495,572 0 0
EXXON MOBIL CORP COM 30231G102 578 9,453 SH   SOLE   9,453 0 0
FMC CORP COM NEW 302491303 705 6,416 SH   SOLE   6,416 0 0
FREEPORT-MCMORAN INC CL B 35671D857 1,623 38,881 SH   SOLE   38,881 0 0
INTERNATIONAL PAPER CO COM 460146103 601 12,798 SH   SOLE   12,798 0 0
KINDER MORGAN INC DEL COM 49456B101 9,852 621,196 SH   SOLE   621,196 0 0
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 8,024 172,779 SH   SOLE   172,779 0 0
MARATHON PETE CORP COM 56585A102 13,697 214,049 SH   SOLE   214,049 0 0
NEWMONT CORP COM 651639106 886 14,278 SH   SOLE   14,278 0 0
NUCOR CORP COM 670346105 711 6,228 SH   SOLE   6,228 0 0
NUTRIEN LTD COM 67077M108 2,037 27,085 SH   SOLE   27,085 0 0
PEMBINA PIPELINE CORP COM 706327103 15,074 496,999 SH   SOLE   496,999 0 0
PHILLIPS 66 COM 718546104 11,872 163,836 SH   SOLE   163,836 0 0
PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207 12,137 1,196,964 SH   SOLE   1,196,964 0 0
POSCO SPONSORED ADR 693483109 758 13,000 SH   SOLE   13,000 0 0
RENEWABLE ENERGY GROUP INC COM NEW 75972A301 1,077 25,380 SH   SOLE   25,380 0 0
RIO TINTO PLC SPONSORED ADR 767204100 1,227 18,332 SH   SOLE   18,332 0 0
SUNCOR ENERGY INC NEW COM 867224107 11,943 477,130 SH   SOLE   477,130 0 0
SUNOCO LP/SUNOCO FIN CORP COM UT REP LP 86765K109 3,137 76,820 SH   SOLE   76,820 0 0
TARGA RES CORP COM 87612G101 11,658 223,158 SH   SOLE   223,158 0 0
TC ENERGY CORP COM 87807B107 4,119 88,510 SH   SOLE   88,510 0 0
TOTALENERGIES SE SPONSORED ADS 89151E109 1,260 25,468 SH   SOLE   25,468 0 0
VALE S A SPONSORED ADS 91912E105 438 31,239 SH   SOLE   31,239 0 0
VALERO ENERGY CORP COM 91913Y100 12,536 166,902 SH   SOLE   166,902 0 0
VIPER ENERGY PARTNERS LP COM UNT RP INT 92763M105 13,918 653,101 SH   SOLE   653,101 0 0
WESTERN MIDSTREAM PARTNERS L COM UNIT LP INT 958669103 13,625 611,804 SH   SOLE   611,804 0 0
WESTLAKE CHEM CORP COM 960413102 659 6,784 SH   SOLE   6,784 0 0
WESTROCK CO COM 96145D105 1,070 24,130 SH   SOLE   24,130 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104 786 19,084 SH   SOLE   19,084 0 0
WILLIAMS COS INC COM 969457100 9,544 366,518 SH   SOLE   366,518 0 0