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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Air Products and Chemicals, Inc. COM 009158106 4,982 21,200 SH   SOLE   21,200 0 0
Albemarle Corporation COM 012653101 818 11,200 SH   SOLE   11,200 0 0
Amcor plc COM G0250X107 1,677 154,700 SH   SOLE   154,700 0 0
Apache Corporation COM 037411105 2,746 107,300 SH   SOLE   107,300 0 0
Avery Dennison Corporation COM 053611109 1,400 10,700 SH   SOLE   10,700 0 0
Baker Hughes Company COM 05722G100 5,764 224,900 SH   SOLE   224,900 0 0
Ball Corporation COM 058498106 2,063 31,900 SH   SOLE   31,900 0 0
Cabot Oil & Gas Corporation COM 127097103 1,974 113,400 SH   SOLE   113,400 0 0
Celanese Corporation COM 150870103 5,454 44,300 SH   SOLE   44,300 0 0
CF Industries Holdings, Inc. COM 125269100 3,447 72,200 SH   SOLE   72,200 0 0
Chevron Corporation COM 166764100 90,117 747,800 SH   SOLE   747,800 0 0
Cimarex Energy Company COM 171798101 1,863 35,500 SH   SOLE   35,500 0 0
Concho Resources Inc. COM 20605P101 5,967 68,140 SH   SOLE   68,140 0 0
ConocoPhillips COM 20825C104 34,694 533,500 SH   SOLE   533,500 0 0
Corteva Inc. COM 22052L104 2,274 76,945 SH   SOLE   76,945 0 0
Devon Energy Corporation COM 25179M103 3,116 120,000 SH   SOLE   120,000 0 0
Diamondback Energy, Inc. COM 25278X109 5,209 56,100 SH   SOLE   56,100 0 0
Dow, Inc. COM 260557103 4,085 74,645 SH   SOLE   74,645 0 0
DuPont de Nemours, Inc. COM 26614N102 9,325 145,245 SH   SOLE   145,245 0 0
Eastman Chemical Company COM 277432100 1,292 16,300 SH   SOLE   16,300 0 0
Ecolab Inc. COM 278865100 4,612 23,900 SH   SOLE   23,900 0 0
EOG Resources, Inc. COM 26875P101 18,854 225,100 SH   SOLE   225,100 0 0
Exxon Mobil Corporation COM 30231G102 103,263 1,479,830 SH   SOLE   1,479,830 0 0
FMC Corporation COM 302491303 1,348 13,500 SH   SOLE   13,500 0 0
Freeport-McMoRan, Inc. COM 35671D857 2,043 155,700 SH   SOLE   155,700 0 0
Halliburton Company COM 406216101 7,639 312,170 SH   SOLE   312,170 0 0
Helmerich & Payne, Inc. COM 423452101 1,240 27,300 SH   SOLE   27,300 0 0
Hess Corporation COM 42809H107 5,873 87,900 SH   SOLE   87,900 0 0
HollyFrontier Corporation COM 436106108 3,682 72,600 SH   SOLE   72,600 0 0
International Flavors & Fragrances Inc. COM 459506101 1,342 10,400 SH   SOLE   10,400 0 0
International Paper Company COM 460146103 4,610 100,100 SH   SOLE   100,100 0 0
Kinder Morgan, Inc. COM 49456B101 16,661 787,000 SH   SOLE   787,000 0 0
Linde plc COM G5494J103 22,205 104,300 SH   SOLE   104,300 0 0
LyondellBasell Industries N.V. COM N53745100 8,399 88,900 SH   SOLE   88,900 0 0
Marathon Oil Corporation COM 565849106 3,183 234,400 SH   SOLE   234,400 0 0
Marathon Petroleum Corporation COM 56585A102 17,399 288,785 SH   SOLE   288,785 0 0
Martin Marietta Materials, Inc. COM 573284106 1,678 6,000 SH   SOLE   6,000 0 0
Mosaic Company COM 61945C103 837 38,701 SH   SOLE   38,701 0 0
National Oilwell Varco, Inc. COM 637071101 3,011 120,200 SH   SOLE   120,200 0 0
Newmont Goldcorp Corporation COM 651639106 4,975 114,500 SH   SOLE   114,500 0 0
Noble Energy, Inc. COM 655044105 3,470 139,700 SH   SOLE   139,700 0 0
Nucor Corporation COM 670346105 1,717 30,500 SH   SOLE   30,500 0 0
Occidental Petroleum Corporation COM 674599105 12,691 307,951 SH   SOLE   307,951 0 0
ONEOK, Inc. COM 682680103 12,660 167,300 SH   SOLE   167,300 0 0
Packaging Corporation of America COM 695156109 1,030 9,200 SH   SOLE   9,200 0 0
Phillips 66 COM 718546104 21,533 193,275 SH   SOLE   193,275 0 0
Pioneer Natural Resources Company COM 723787107 8,991 59,400 SH   SOLE   59,400 0 0
PPG Industries, Inc. COM 693506107 3,164 23,700 SH   SOLE   23,700 0 0
Schlumberger Limited COM 806857108 23,404 582,200 SH   SOLE   582,200 0 0
Sealed Air Corporation COM 81211K100 653 16,400 SH   SOLE   16,400 0 0
Sherwin-Williams Company COM 824348106 10,854 18,600 SH   SOLE   18,600 0 0
TechnipFMC plc COM G87110105 2,764 128,900 SH   SOLE   128,900 0 0
Williams Companies, Inc. COM 969457100 9,728 410,100 SH   SOLE   410,100 0 0
Valero Energy Corporation COM 91913Y100 17,269 184,400 SH   SOLE   184,400 0 0
Vulcan Materials Company COM 929160109 5,702 39,600 SH   SOLE   39,600 0 0
WestRock Company COM 96145D105 1,034 24,100 SH   SOLE   24,100 0 0
Whiting Petroleum Corporation COM 966387409 372 50,675 SH   SOLE   50,675 0 0