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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Air Products and Chemicals, Inc. COM 009158106   9,345,336 31,200 SH   SOLE   31,200 0 0
Albemarle Corporation COM 012653101   2,007,810 9,000 SH   SOLE   9,000 0 0
Amcor plc COM G0250X107   1,248,498 125,100 SH   SOLE   125,100 0 0
APA Corporation COM 03743Q108   1,913,520 56,000 SH   SOLE   56,000 0 0
Avery Dennison Corporation COM 053611109   944,900 5,500 SH   SOLE   5,500 0 0
Baker Hughes Company COM 05722G100   6,410,508 202,800 SH   SOLE   202,800 0 0
Ball Corporation COM 058498106   1,356,293 23,300 SH   SOLE   23,300 0 0
Canadian Natural Resources Limited COM 136385101   3,611,892 64,200 SH   SOLE   64,200 0 0
Celanese Corporation COM 150870103   4,189,297 36,177 SH   SOLE   36,177 0 0
CF Industries Holdings, Inc. COM 125269100   817,004 11,769 SH   SOLE   11,769 0 0
Chevron Corporation COM 166764100   84,665,472 538,071 SH   SOLE   538,071 0 0
Chord Energy Corporation COM 674215207   34,605 225 SH   SOLE   225 0 0
ConocoPhillips COM 20825C104   44,073,207 425,376 SH   SOLE   425,376 0 0
Corteva Inc. COM 22052L104   3,795,838 66,245 SH   SOLE   66,245 0 0
Coterra Energy Inc. COM 127097103   3,797,530 150,100 SH   SOLE   150,100 0 0
Devon Energy Corporation COM 25179M103   6,090,840 126,000 SH   SOLE   126,000 0 0
Diamondback Energy, Inc. COM 25278X109   12,847,008 97,800 SH   SOLE   97,800 0 0
Dow, Inc. COM 260557103   3,501,579 65,745 SH   SOLE   65,745 0 0
DuPont de Nemours, Inc. COM 26614N102   6,852,953 95,926 SH   SOLE   95,926 0 0
Eastman Chemical Company COM 277432100   745,108 8,900 SH   SOLE   8,900 0 0
Ecolab Inc. COM 278865100   5,862,066 31,400 SH   SOLE   31,400 0 0
EOG Resources, Inc. COM 26875P101   15,136,635 132,267 SH   SOLE   132,267 0 0
EQT Corporation COM 26884L109   2,525,382 61,400 SH   SOLE   61,400 0 0
Exxon Mobil Corporation COM 30231G102   143,514,442 1,338,130 SH   SOLE   1,338,130 0 0
FMC Corporation COM 302491303   1,049,139 10,055 SH   SOLE   10,055 0 0
Freeport-McMoRan, Inc. COM 35671D857   7,220,000 180,500 SH   SOLE   180,500 0 0
Halliburton Company COM 406216101   6,395,210 193,853 SH   SOLE   193,853 0 0
Hess Corporation COM 42809H107   17,005,850 125,089 SH   SOLE   125,089 0 0
International Flavors & Fragrances Inc. COM 459506101   1,671,868 21,006 SH   SOLE   21,006 0 0
International Paper Company COM 460146103   897,042 28,200 SH   SOLE   28,200 0 0
Kinder Morgan, Inc. COM 49456B101   13,419,408 779,292 SH   SOLE   779,292 0 0
Linde plc COM G54950103   24,655,876 64,700 SH   SOLE   64,700 0 0
LyondellBasell Industries N.V. COM N53745100   5,675,094 61,800 SH   SOLE   61,800 0 0
Marathon Oil Corporation COM 565849106   7,025,704 305,200 SH   SOLE   305,200 0 0
Marathon Petroleum Corporation COM 56585A102   21,537,419 184,712 SH   SOLE   184,712 0 0
Martin Marietta Materials, Inc. COM 573284106   2,400,788 5,200 SH   SOLE   5,200 0 0
Mosaic Company COM 61945C103   896,035 25,601 SH   SOLE   25,601 0 0
Newmont Corporation COM 651639106   5,498,874 128,900 SH   SOLE   128,900 0 0
Nucor Corporation COM 670346105   3,640,356 22,200 SH   SOLE   22,200 0 0
Occidental Petroleum Corporation COM 674599105   9,775,559 166,251 SH   SOLE   166,251 0 0
ONEOK, Inc. COM 682680103   5,400,500 87,500 SH   SOLE   87,500 0 0
Packaging Corporation of America COM 695156109   1,004,416 7,600 SH   SOLE   7,600 0 0
Phillips 66 COM 718546104   17,795,524 186,575 SH   SOLE   186,575 0 0
Pioneer Natural Resources Company COM 723787107   20,925,180 101,000 SH   SOLE   101,000 0 0
PPG Industries, Inc. COM 693506107   7,088,740 47,800 SH   SOLE   47,800 0 0
Schlumberger N.V. COM 806857108   27,071,653 551,133 SH   SOLE   551,133 0 0
Sealed Air Corporation COM 81211K100   356,000 8,900 SH   SOLE   8,900 0 0
Sherwin-Williams Company COM 824348106   5,629,024 21,200 SH   SOLE   21,200 0 0
Steel Dynamics, Inc. COM 858119100   1,364,457 12,526 SH   SOLE   12,526 0 0
Targa Resources Corp. COM 87612G101   8,835,210 116,100 SH   SOLE   116,100 0 0
TechnipFMC plc COM G87110105   4,015,392 241,600 SH   SOLE   241,600 0 0
Teck Resources Limited COM 878742204   2,298,660 54,600 SH   SOLE   54,600 0 0
Williams Companies, Inc. COM 969457100   7,712,101 236,350 SH   SOLE   236,350 0 0
Valero Energy Corporation COM 91913Y100   10,087,800 86,000 SH   SOLE   86,000 0 0
Vulcan Materials Company COM 929160109   2,209,312 9,800 SH   SOLE   9,800 0 0
WestRock Company COM 96145D105   447,678 15,400 SH   SOLE   15,400 0 0