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 682 31,700 SH   SOLE   31,700 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 208 4,489 SH   SOLE   4,489 0 0
ARCHROCK INC COM 03957W106 2,941 292,921 SH   SOLE   292,921 0 0
BARRICK GOLD CORPORATION COM 067901108 796 42,807 SH   SOLE   42,807 0 0
BHP GROUP LTD SPONSORED ADS 088606108 1,134 20,735 SH   SOLE   20,735 0 0
CENOVUS ENERGY INC COM 15135U109 1,374 135,338 SH   SOLE   135,338 0 0
CHENIERE ENERGY INC COM NEW 16411R208 3,326 54,464 SH   SOLE   54,464 0 0
CONOCOPHILLIPS COM 20825C104 697 10,718 SH   SOLE   10,718 0 0
CRESTWOOD EQUITY PARTNERS LP UNIT LTD PARTNER 226344208 1,708 55,429 SH   SOLE   55,429 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 558 9,537 SH   SOLE   9,537 0 0
DIAMONDBACK ENERGY INC COM 25278X109 385 4,147 SH   SOLE   4,147 0 0
ENABLE MIDSTREAM PARTNERS LP COM UNIT RP IN 292480100 1,907 190,123 SH   SOLE   190,123 0 0
ENBRIDGE INC COM 29250N105 3,245 81,594 SH   SOLE   81,594 0 0
ENERGY TRANSFER LP COM UT LTD PTN 29273V100 5,358 417,611 SH   SOLE   417,611 0 0
ENLINK MIDSTREAM LLC COM UNIT REP LTD 29336T100 2,184 356,329 SH   SOLE   356,329 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 4,860 172,587 SH   SOLE   172,587 0 0
EQUITRANS MIDSTREAM CORPORAT COM 294600101 3,873 289,930 SH   SOLE   289,930 0 0
EXXON MOBIL CORP COM 30231G102 653 9,362 SH   SOLE   9,362 0 0
F M C CORP COM NEW 302491303 233 2,330 SH   SOLE   2,330 0 0
FREEPORT-MCMORAN INC CL B 35671D857 1,027 78,247 SH   SOLE   78,247 0 0
GOLAR LNG PARTNERS LP COM UNIT LPI Y2745C102 787 88,993 SH   SOLE   88,993 0 0
INTL PAPER CO COM 460146103 516 11,202 SH   SOLE   11,202 0 0
JETBLUE AWYS CORP COM 477143101 216 11,540 SH   SOLE   11,540 0 0
KINDER MORGAN INC DEL COM 49456B101 5,359 253,128 SH   SOLE   253,128 0 0
MARATHON OIL CORP COM 565849106 226 16,663 SH   SOLE   16,663 0 0
MARATHON PETE CORP COM 56585A102 2,769 45,960 SH   SOLE   45,960 0 0
NUCOR CORP COM 670346105 292 5,182 SH   SOLE   5,182 0 0
NUTRIEN LTD COM 67077M108 795 16,585 SH   SOLE   16,585 0 0
ONEOK INC NEW COM 682680103 3,200 42,291 SH   SOLE   42,291 0 0
PARSLEY ENERGY INC CL A 701877102 223 11,772 SH   SOLE   11,772 0 0
PEMBINA PIPELINE CORP COM 706327103 4,617 124,572 SH   SOLE   124,572 0 0
PHILLIPS 66 COM 718546104 2,712 24,344 SH   SOLE   24,344 0 0
PINNACLE WEST CAP CORP COM 723484101 570 6,338 SH   SOLE   6,338 0 0
PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207 5,064 267,245 SH   SOLE   267,245 0 0
POSCO SPONSORED ADR 693483109 445 8,800 SH   SOLE   8,800 0 0
RIO TINTO PLC SPONSORED ADR 767204100 874 14,732 SH   SOLE   14,732 0 0
SUNOCO LP COM UT REP LP 86765K109 3,116 101,835 SH   SOLE   101,835 0 0
TC ENERGY CORP COM 87807B107 2,258 42,348 SH   SOLE   42,348 0 0
TOTAL S A SPONSORED ADS 89151E109 1,096 19,820 SH   SOLE   19,820 0 0
VALE S A SPONSORED ADS 91912E105 538 40,739 SH   SOLE   40,739 0 0
WESTLAKE CHEM CORP COM 960413102 467 6,654 SH   SOLE   6,654 0 0
WESTROCK CO COM 96145D105 714 16,635 SH   SOLE   16,635 0 0
WEYERHAEUSER CO COM 962166104 459 15,184 SH   SOLE   15,184 0 0
WILLIAMS COS INC DEL COM 969457100 3,910 164,823 SH   SOLE   164,823 0 0