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 1,921 42,136 SH   SOLE   42,136 0 0
ALLIANCE RESOURCE PARTNERS L UT LTD PART 01877R108 9,226 506,084 SH   SOLE   506,084 0 0
ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L203 1 31 SH   SOLE   31 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 507 6,533 SH   SOLE   6,533 0 0
BARRICK GOLD CORP COM 067901108 4 225 SH   SOLE   225 0 0
BHP GROUP LTD SPONSORED ADS 088606108 1,427 25,407 SH   SOLE   25,407 0 0
CANADIAN NAT RES LTD COM 136385101 7 123 SH   SOLE   123 0 0
CENOVUS ENERGY INC COM 15135U109 30,216 1,589,484 SH   SOLE   1,589,484 0 0
CHENIERE ENERGY INC COM NEW 16411R208 15,081 113,367 SH   SOLE   113,367 0 0
CHEVRON CORP NEW COM 166764100 5 33 SH   SOLE   33 0 0
CONOCOPHILLIPS COM 20825C104 1,500 16,701 SH   SOLE   16,701 0 0
CORTEVA INC COM 22052L104 1,125 20,781 SH   SOLE   20,781 0 0
DARLING INGREDIENTS INC COM 237266101 2,499 41,792 SH   SOLE   41,792 0 0
DIAMONDBACK ENERGY INC COM 25278X109 5 41 SH   SOLE   41 0 0
ENBRIDGE INC COM 29250N105 7,161 169,444 SH   SOLE   169,444 0 0
ENERGY TRANSFER L P COM UT LTD PTN 29273V100 22,859 2,290,476 SH   SOLE   2,290,476 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 16,796 689,197 SH   SOLE   689,197 0 0
EQUITRANS MIDSTREAM CORP COM 294600101 3,806 598,436 SH   SOLE   598,436 0 0
EXXON MOBIL CORP COM 30231G102 810 9,453 SH   SOLE   9,453 0 0
FMC CORP COM NEW 302491303 1,070 9,997 SH   SOLE   9,997 0 0
FREEPORT-MCMORAN INC CL B 35671D857 1,768 60,411 SH   SOLE   60,411 0 0
HALLIBURTON CO COM 406216101 3 107 SH   SOLE   107 0 0
INTERNATIONAL PAPER CO COM 460146103 625 14,931 SH   SOLE   14,931 0 0
KINDER MORGAN INC DEL COM 49456B101 12,964 773,538 SH   SOLE   773,538 0 0
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 9,034 189,163 SH   SOLE   189,163 0 0
MARATHON PETE CORP COM 56585A102 16,966 206,369 SH   SOLE   206,369 0 0
MOSAIC CO NEW COM 61945C103 425 9,000 SH   SOLE   9,000 0 0
NEWMONT CORP COM 651639106 995 16,677 SH   SOLE   16,677 0 0
NUCOR CORP COM 670346105 1,177 11,272 SH   SOLE   11,272 0 0
PEMBINA PIPELINE CORP COM 706327103 21,286 602,143 SH   SOLE   602,143 0 0
PHILLIPS 66 COM 718546104 16,183 197,379 SH   SOLE   197,379 0 0
PIONEER NAT RES CO COM 723787107 6 28 SH   SOLE   28 0 0
PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207 17,280 1,679,071 SH   SOLE   1,679,071 0 0
POSCO HOLDINGS INC SPONSORED ADR 693483109 899 20,196 SH   SOLE   20,196 0 0
RIO TINTO PLC SPONSORED ADR 767204100 879 14,416 SH   SOLE   14,416 0 0
SUNCOR ENERGY INC NEW COM 867224107 16,167 460,999 SH   SOLE   460,999 0 0
SUNOCO LP/SUNOCO FIN CORP COM UT REP LP 86765K109 2,902 77,900 SH   SOLE   77,900 0 0
TARGA RES CORP COM 87612G101 17,809 298,451 SH   SOLE   298,451 0 0
TC ENERGY CORP COM 87807B107 4,884 94,261 SH   SOLE   94,261 0 0
TECK RESOURCES LTD CL B 878742204 2 56 SH   SOLE   56 0 0
TOTALENERGIES SE SPONSORED ADS 89151E109 1,604 30,468 SH   SOLE   30,468 0 0
VALE S A SPONSORED ADS 91912E105 534 36,517 SH   SOLE   36,517 0 0
VALERO ENERGY CORP COM 91913Y100 15,932 149,902 SH   SOLE   149,902 0 0
VIPER ENERGY PARTNERS LP COM UNT RP INT 92763M105 18,225 683,101 SH   SOLE   683,101 0 0
WESTERN MIDSTREAM PARTNERS L COM UNIT LP INT 958669103 19,149 787,696 SH   SOLE   787,696 0 0
WESTLAKE CORPORATION COM 960413102 777 7,925 SH   SOLE   7,925 0 0
WESTROCK CO COM 96145D105 1,123 28,191 SH   SOLE   28,191 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104 739 22,308 SH   SOLE   22,308 0 0
WILLIAMS COS INC COM 969457100 13,402 429,418 SH   SOLE   429,418 0 0