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 1,964 58,348 SH   SOLE   58,348 0 0
ALLIANCE RESOURCE PARTNERS L UT LTD PART 01877R108 12,047 526,084 SH   SOLE   526,084 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 641 7,965 SH   SOLE   7,965 0 0
BHP GROUP LTD SPONSORED ADS 088606108 1,538 30,744 SH   SOLE   30,744 0 0
CENOVUS ENERGY INC COM 15135U109 30,745 1,922,771 SH   SOLE   1,922,771 0 0
CHENIERE ENERGY INC COM NEW 16411R208 20,020 120,667 SH   SOLE   120,667 0 0
CONOCOPHILLIPS COM 20825C104 2,069 20,218 SH   SOLE   20,218 0 0
CORTEVA INC COM 22052L104 1,442 25,228 SH   SOLE   25,228 0 0
DARLING INGREDIENTS INC COM 237266101 3,198 48,350 SH   SOLE   48,350 0 0
DOW INC COM 260557103 550 12,525 SH   SOLE   12,525 0 0
ENBRIDGE INC COM 29250N105 6,813 183,644 SH   SOLE   183,644 0 0
ENERGY TRANSFER L P COM UT LTD PTN 29273V100 27,957 2,534,666 SH   SOLE   2,534,666 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 17,406 731,943 SH   SOLE   731,943 0 0
EQUITRANS MIDSTREAM CORP COM 294600101 5,391 720,697 SH   SOLE   720,697 0 0
EXXON MOBIL CORP COM 30231G102 999 11,446 SH   SOLE   11,446 0 0
FMC CORP COM NEW 302491303 1,605 15,186 SH   SOLE   15,186 0 0
FREEPORT-MCMORAN INC CL B 35671D857 2,000 73,178 SH   SOLE   73,178 0 0
INTERNATIONAL PAPER CO COM 460146103 575 18,133 SH   SOLE   18,133 0 0
KINDER MORGAN INC DEL COM 49456B101 14,829 891,138 SH   SOLE   891,138 0 0
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 8,251 173,663 SH   SOLE   173,663 0 0
MARATHON PETE CORP COM 56585A102 22,035 221,841 SH   SOLE   221,841 0 0
MOSAIC CO NEW COM 61945C103 524 10,846 SH   SOLE   10,846 0 0
NEWMONT CORP COM 651639106 849 20,191 SH   SOLE   20,191 0 0
NUCOR CORP COM 670346105 1,455 13,602 SH   SOLE   13,602 0 0
PEMBINA PIPELINE CORP COM 706327103 21,754 716,309 SH   SOLE   716,309 0 0
PHILLIPS 66 COM 718546104 19,147 237,208 SH   SOLE   237,208 0 0
PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207 20,047 1,839,071 SH   SOLE   1,839,071 0 0
POSCO HOLDINGS INC SPONSORED ADR 693483109 896 24,471 SH   SOLE   24,471 0 0
RIO TINTO PLC SPONSORED ADR 767204100 961 17,452 SH   SOLE   17,452 0 0
SUNCOR ENERGY INC NEW COM 867224107 17,124 608,330 SH   SOLE   608,330 0 0
SUNOCO LP/SUNOCO FIN CORP COM UT REP LP 86765K109 3,603 92,455 SH   SOLE   92,455 0 0
TARGA RES CORP COM 87612G101 18,889 313,051 SH   SOLE   313,051 0 0
TC ENERGY CORP COM 87807B107 3,766 93,476 SH   SOLE   93,476 0 0
TOTALENERGIES SE SPONSORED ADS 89151E109 1,718 36,933 SH   SOLE   36,933 0 0
VALE S A SPONSORED ADS 91912E105 590 44,279 SH   SOLE   44,279 0 0
VALERO ENERGY CORP COM 91913Y100 19,093 178,690 SH   SOLE   178,690 0 0
VIPER ENERGY PARTNERS LP COM UNT RP INT 92763M105 21,910 764,482 SH   SOLE   764,482 0 0
WESTERN MIDSTREAM PARTNERS L COM UNIT LP INT 958669103 19,818 787,696 SH   SOLE   787,696 0 0
WESTLAKE CORPORATION COM 960413102 837 9,631 SH   SOLE   9,631 0 0
WESTROCK CO COM 96145D105 1,055 34,169 SH   SOLE   34,169 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104 772 27,048 SH   SOLE   27,048 0 0
WILLIAMS COS INC COM 969457100 13,681 477,848 SH   SOLE   477,848 0 0