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
PARSLEY ENERGY INC CL A 701877102 20,679 1,936,198 SH   SOLE None 1,936,198 0 0
SWITCHBACK ENERGY ACQUISTN C UNIT 99/99/9999 87105M201 20,200 2,000,000 SH   SOLE None 2,000,000 0 0
VIPER ENERGY PARTNERS LP COM UNT RP INT 92763M105 16,663 1,608,360 SH   SOLE None 1,608,360 0 0
ENVIVA PARTNERS LP COM UNIT 29414J107 15,486 448,602 SH   SOLE None 448,602 0 0
NOBLE ENERGY INC COM 655044105 11,850 1,322,539 SH   SOLE None 1,322,539 0 0
PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207 11,661 1,310,271 SH   SOLE None 1,310,271 0 0
ROYAL DUTCH SHELL PLC SPON ADR B 780259107 10,834 355,785 SH   SOLE None 355,785 0 0
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 8,637 200,065 SH   SOLE None 200,065 0 0
ARCH COAL INC CL A 039380407 8,268 291,036 SH   SOLE None 291,036 0 0
EQUITRANS MIDSTREAM CORP COM 294600101 8,261 994,117 SH   SOLE None 994,117 0 0
TORTOISE ACQUISITION CORP UNIT 03/04/2024 89154L209 8,000 250,000 SH   SOLE None 250,000 0 0
CNX MIDSTREAM PARTNERS LP COM UNIT REPST 12654A101 7,951 1,195,693 SH   SOLE None 1,195,693 0 0
KIRBY CORP COM 497266106 7,602 141,938 SH   SOLE None 141,938 0 0
VANGUARD SCOTTSDALE FDS LG-TERM COR BD 92206C813 6,768 63,678 SH   SOLE None 63,678 0 0
BRIGHAM MINERALS INC CL A COM 10918L103 6,309 510,859 SH   SOLE None 510,859 0 0
CHENIERE ENERGY INC COM NEW 16411R208 5,725 118,473 SH   SOLE None 118,473 0 0
TARGA RES CORP COM 87612G101 5,043 251,261 SH   SOLE None 251,261 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 4,917 270,600 SH   SOLE None 270,600 0 0
ALTUS MIDSTREAM CO CL A 02215L100 4,541 7,166,112 SH   SOLE None 7,166,112 0 0
NATURAL GAS SERVICES GROUP COM 63886Q109 3,972 633,444 SH   SOLE None 633,444 0 0
KIMBELL RTY PARTNERS LP UNIT 49435R102 3,944 458,585 SH   SOLE None 458,585 0 0
PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105 3,512 397,272 SH   SOLE None 397,272 0 0
ISHARES TR 20 YR TR BD ETF 464287432 3,383 20,634 SH   SOLE None 20,634 0 0
BP MIDSTREAM PARTNERS LP UNIT LTD PTNR 0556EL109 3,351 292,135 SH   SOLE None 292,135 0 0
ISHARES TR IBOXX INV CP ETF 464287242 3,319 24,675 SH   SOLE None 24,675 0 0
PHILLIPS 66 PARTNERS LP COM UNIT REP INT 718549207 2,987 82,891 SH   SOLE None 82,891 0 0
SCHLUMBERGER LTD COM 806857108 2,618 142,375 SH   SOLE None 142,375 0 0
SUNCOR ENERGY INC NEW COM 867224107 2,142 127,043 SH   SOLE None 127,043 0 0
NEXTIER OILFIELD SOLUTIONS COM 65290C105 1,976 806,568 SH   SOLE None 806,568 0 0
BEST BUY INC COM 086516101 1,868 21,400 SH   SOLE None 21,400 0 0
HASBRO INC COM 418056107 1,709 22,800 SH   SOLE None 22,800 0 0
NOBLE MIDSTREAM PARTNERS LP COM UNIT REPST 65506L105 1,689 199,639 SH   SOLE None 199,639 0 0
MICROSOFT CORP COM 594918104 1,614 7,932 SH   SOLE None 7,932 0 0
HILLENBRAND INC COM 431571108 1,598 59,028 SH   SOLE None 59,028 0 0
SQUARE INC CL A 852234103 1,543 14,700 SH   SOLE None 14,700 0 0
BROOKFIELD INFRAST PARTNERS LP INT UNIT G16252101 1,411 34,316 SH   SOLE None 34,316 0 0
COMMSCOPE HLDG CO INC COM 20337X109 1,404 168,500 SH   SOLE None 168,500 0 0
TOTAL S.A. SPONSORED ADS 89151E109 1,397 36,325 SH   SOLE None 36,325 0 0
JOHNSON & JOHNSON COM 478160104 1,290 9,171 SH   SOLE None 9,171 0 0
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 1,272 18,521 SH   SOLE None 18,521 0 0
ISHARES SILVER TR ISHARES 46428Q109 1,269 74,592 SH   SOLE None 74,592 0 0
NEWMONT CORP COM 651639106 1,196 19,378 SH   SOLE None 19,378 0 0
ALLEGHENY TECHNOLOGIES INC COM 01741R102 1,190 116,802 SH   SOLE None 116,802 0 0
DTE ENERGY CO COM 233331107 1,183 11,007 SH   SOLE None 11,007 0 0
CONOCOPHILLIPS COM 20825C104 1,119 26,633 SH   SOLE None 26,633 0 0
INGREDION INC COM 457187102 1,104 13,304 SH   SOLE None 13,304 0 0
DIAMONDBACK ENERGY INC COM 25278X109 1,080 25,833 SH   SOLE None 25,833 0 0
ENTERGY CORP NEW COM 29364G103 1,078 11,490 SH   SOLE None 11,490 0 0
INGEVITY CORP COM 45688C107 1,059 20,153 SH   SOLE None 20,153 0 0
NATIONAL ENERGY SERVICES REU SHS G6375R107 1,056 153,530 SH   SOLE None 153,530 0 0
WPX ENERGY INC COM 98212B103 1,033 161,843 SH   SOLE None 161,843 0 0
HAIN CELESTIAL GROUP INC COM 405217100 1,017 32,267 SH   SOLE None 32,267 0 0
FARFETCH LTD ORD SH CL A 30744W107 1,009 58,400 SH   SOLE None 58,400 0 0
SUNRUN INC COM 86771W105 993 50,370 SH   SOLE None 50,370 0 0
PORTLAND GEN ELEC CO COM NEW 736508847 983 23,504 SH   SOLE None 23,504 0 0
RESIDEO TECHNOLOGIES INC COM 76118Y104 930 79,367 SH   SOLE None 79,367 0 0
NOKIA CORP SPONSORED ADR 654902204 886 201,300 SH   SOLE None 201,300 0 0
COTY INC COM CL A 222070203 869 194,347 SH   SOLE None 194,347 0 0
PROCTER AND GAMBLE CO COM 742718109 861 7,200 SH   SOLE None 7,200 0 0
MCDONALDS CORP COM 580135101 858 4,651 SH   SOLE None 4,651 0 0
GRAINGER W W INC COM 384802104 741 2,360 SH   SOLE None 2,360 0 0
MEDNAX INC COM 58502B106 722 42,200 SH   SOLE None 42,200 0 0
JOHNSON CTLS INTL PLC SHS G51502105 688 20,156 SH   SOLE None 20,156 0 0
RYDER SYS INC COM 783549108 684 18,232 SH   SOLE None 18,232 0 0
DEVON ENERGY CORP NEW COM 25179M103 614 54,167 SH   SOLE None 54,167 0 0
NEXTERA ENERGY INC COM 65339F101 606 2,523 SH   SOLE None 2,523 0 0
EAGLE MATERIALS INC COM 26969P108 594 8,453 SH   SOLE None 8,453 0 0
VULCAN MATLS CO COM 929160109 567 4,894 SH   SOLE None 4,894 0 0
MARTIN MARIETTA MATLS INC COM 573284106 567 2,744 SH   SOLE None 2,744 0 0
PEPSICO INC COM 713448108 550 4,155 SH   SOLE None 4,155 0 0
OSHKOSH CORP COM 688239201 537 7,498 SH   SOLE None 7,498 0 0
MPLX LP COM UNIT REP LTD 55336V100 531 30,714 SH   SOLE None 30,714 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 506 3,400 SH   SOLE None 3,400 0 0
EDGEWELL PERS CARE CO COM 28035Q102 484 15,523 SH   SOLE None 15,523 0 0
CVR ENERGY INC COM 12662P108 481 23,907 SH   SOLE None 23,907 0 0
PDC ENERGY INC COM 69327R101 474 38,141 SH   SOLE None 38,141 0 0
SCHOLASTIC CORP COM 807066105 467 15,610 SH   SOLE None 15,610 0 0
CONCHO RES INC COM 20605P101 419 8,127 SH   SOLE None 8,127 0 0
CABOT MICROELECTRONICS CORP COM 12709P103 346 2,480 SH   SOLE None 2,480 0 0
BROOKDALE SR LIVING INC COM 112463104 323 109,500 SH   SOLE None 109,500 0 0
JPMORGAN CHASE & CO COM 46625H100 319 3,392 SH   SOLE None 3,392 0 0
COEUR MNG INC COM NEW 192108504 317 62,441 SH   SOLE None 62,441 0 0
TALOS ENERGY INC COM 87484T108 310 33,697 SH   SOLE None 33,697 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 270 6,750 SH   SOLE None 6,750 0 0
ABBVIE INC COM 00287Y109 265 2,700 SH   SOLE None 2,700 0 0
SCRIPPS E W CO OHIO CL A NEW 811054402 252 28,785 SH   SOLE None 28,785 0 0
OVINTIV INC COM 69047Q102 251 26,239 SH   SOLE None 26,239 0 0
INTRA CELLULAR THERAPIES INC COM 46116X101 247 9,624 SH   SOLE None 9,624 0 0
NORTHERN OIL & GAS INC NEV COM 665531109 245 292,563 SH   SOLE None 292,563 0 0
ABBOTT LABS COM 002824100 219 2,400 SH   SOLE None 2,400 0 0
LAM RESEARCH CORP COM 512807108 218 675 SH   SOLE None 675 0 0
CNX RESOURCES CORPORATION COM 12653C108 203 23,500 SH   SOLE None 23,500 0 0