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 3,343 37,136 SH   SOLE   37,136 0 0
ALLIANCE RESOURCE PARTNERS L UT LTD PART 01877R108 6,652 431,084 SH   SOLE   431,084 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 590 6,533 SH   SOLE   6,533 0 0
BHP GROUP LTD SPONSORED ADS 088606108 1,963 25,407 SH   SOLE   25,407 0 0
CENOVUS ENERGY INC COM 15135U109 26,621 1,595,970 SH   SOLE   1,595,970 0 0
CHENIERE ENERGY INC COM NEW 16411R208 9,996 72,093 SH   SOLE   72,093 0 0
CONOCOPHILLIPS COM 20825C104 1,670 16,701 SH   SOLE   16,701 0 0
CORTEVA INC COM 22052L104 907 15,781 SH   SOLE   15,781 0 0
DARLING INGREDIENTS INC COM 237266101 2,877 35,792 SH   SOLE   35,792 0 0
ENBRIDGE INC COM 29250N105 7,810 169,444 SH   SOLE   169,444 0 0
ENERGY TRANSFER L P COM UT LTD PTN 29273V100 22,674 2,026,274 SH   SOLE   2,026,274 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 14,859 575,697 SH   SOLE   575,697 0 0
EQUITRANS MIDSTREAM CORP COM 294600101 4,122 488,436 SH   SOLE   488,436 0 0
EXXON MOBIL CORP COM 30231G102 781 9,453 SH   SOLE   9,453 0 0
FMC CORP COM NEW 302491303 986 7,497 SH   SOLE   7,497 0 0
FREEPORT-MCMORAN INC CL B 35671D857 2,259 45,411 SH   SOLE   45,411 0 0
INTERNATIONAL PAPER CO COM 460146103 689 14,931 SH   SOLE   14,931 0 0
KINDER MORGAN INC DEL COM 49456B101 13,323 704,538 SH   SOLE   704,538 0 0
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 9,037 184,163 SH   SOLE   184,163 0 0
MARATHON PETE CORP COM 56585A102 17,703 207,049 SH   SOLE   207,049 0 0
NEWMONT CORP COM 651639106 1,325 16,677 SH   SOLE   16,677 0 0
NUCOR CORP COM 670346105 1,081 7,272 SH   SOLE   7,272 0 0
PEMBINA PIPELINE CORP COM 706327103 19,217 511,099 SH   SOLE   511,099 0 0
PHILLIPS 66 COM 718546104 15,350 177,679 SH   SOLE   177,679 0 0
PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207 16,884 1,461,818 SH   SOLE   1,461,818 0 0
POSCO HOLDINGS INC SPONSORED ADR 693483109 901 15,196 SH   SOLE   15,196 0 0
RIO TINTO PLC SPONSORED ADR 767204100 1,159 14,416 SH   SOLE   14,416 0 0
SUNCOR ENERGY INC NEW COM 867224107 14,111 432,999 SH   SOLE   432,999 0 0
SUNOCO LP/SUNOCO FIN CORP COM UT REP LP 86765K109 3,181 77,900 SH   SOLE   77,900 0 0
TARGA RES CORP COM 87612G101 17,030 225,658 SH   SOLE   225,658 0 0
TC ENERGY CORP COM 87807B107 5,318 94,261 SH   SOLE   94,261 0 0
TOTALENERGIES SE SPONSORED ADS 89151E109 1,287 25,468 SH   SOLE   25,468 0 0
VALE S A SPONSORED ADS 91912E105 730 36,517 SH   SOLE   36,517 0 0
VALERO ENERGY CORP COM 91913Y100 16,643 163,902 SH   SOLE   163,902 0 0
VIPER ENERGY PARTNERS LP COM UNT RP INT 92763M105 18,869 638,101 SH   SOLE   638,101 0 0
WESTERN MIDSTREAM PARTNERS L COM UNIT LP INT 958669103 16,869 668,880 SH   SOLE   668,880 0 0
WESTLAKE CORPORATION COM 960413102 978 7,925 SH   SOLE   7,925 0 0
WESTROCK CO COM 96145D105 1,326 28,191 SH   SOLE   28,191 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104 845 22,308 SH   SOLE   22,308 0 0
WILLIAMS COS INC COM 969457100 13,010 389,418 SH   SOLE   389,418 0 0