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
SWITCHBACK ENERGY ACQUISTN C UNIT 99/99/9999 87105M201 27,549 1,611,503 SH   SOLE None 1,611,503 0 0
VIPER ENERGY PARTNERS LP COM UNT RP INT 92763M105 18,008 2,394,656 SH   SOLE None 2,394,656 0 0
STAR PEAK ENERGY TRANSITION UNIT 99/99/9999 855185203 15,375 1,500,000 SH   SOLE None 1,500,000 0 0
ISHARES TR IBOXX INV CP ETF 464287242 14,004 103,954 SH   SOLE None 103,954 0 0
TARGA RES CORP COM 87612G101 13,413 955,992 SH   SOLE None 955,992 0 0
VANGUARD SCOTTSDALE FDS LG-TERM COR BD 92206C813 11,431 106,956 SH   SOLE None 106,956 0 0
PARSLEY ENERGY INC CL A 701877102 11,149 1,191,128 SH   SOLE None 1,191,128 0 0
ENVIVA PARTNERS LP COM UNIT 29414J107 10,256 254,755 SH   SOLE None 254,755 0 0
CHENIERE ENERGY INC COM NEW 16411R208 10,052 217,246 SH   SOLE None 217,246 0 0
ROYAL DUTCH SHELL PLC SPON ADR B 780259107 8,382 346,068 SH   SOLE None 346,068 0 0
CLIMATE CHANGE CRISIS REAL I UNIT 99/99/9999 18716C209 8,040 800,000 SH   SOLE None 800,000 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 7,804 494,209 SH   SOLE None 494,209 0 0
BRIGHAM MINERALS INC CL A COM 10918L103 7,645 857,048 SH   SOLE None 857,048 0 0
TORTOISE ACQUISITION CORP UNIT 03/04/2024 89154L209 7,159 111,219 SH   SOLE None 111,219 0 0
NOBLE ENERGY INC COM 655044105 5,456 638,141 SH   SOLE None 638,141 0 0
ARCLIGHT CLEAN TRANSITION CO UNIT 09/21/2025 G04561117 5,402 538,000 SH   SOLE None 538,000 0 0
VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 5,080 53,024 SH   SOLE None 53,024 0 0
TORTOISE ACQUISITION CORP *W EXP 03/04/202 89154L118 4,808 188,534 SH   SOLE None 188,534 0 0
PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105 4,659 779,058 SH   SOLE None 779,058 0 0
CONCHO RES INC COM 20605P101 4,598 104,223 SH   SOLE None 104,223 0 0
ARCH COAL INC CL A 039380407 4,249 100,015 SH   SOLE None 100,015 0 0
ALTUS MIDSTREAM CO CL A 02215L100 3,981 358,301 SH   SOLE None 358,301 0 0
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 3,742 109,421 SH   SOLE None 109,421 0 0
TOTAL SE SPONSORED ADS 89151E109 3,502 102,099 SH   SOLE None 102,099 0 0
ISHARES TR IBOXX HI YD ETF 464288513 3,442 41,028 SH   SOLE None 41,028 0 0
SUNRUN INC COM 86771W105 3,230 41,915 SH   SOLE None 41,915 0 0
HOLLY ENERGY PARTNERS L P COM UT LTD PTN 435763107 3,225 265,844 SH   SOLE None 265,844 0 0
DEVON ENERGY CORP NEW COM 25179M103 3,137 331,597 SH   SOLE None 331,597 0 0
APACHE CORP COM 037411105 3,110 328,436 SH   SOLE None 328,436 0 0
NATURAL GAS SERVICES GROUP COM 63886Q109 3,027 358,175 SH   SOLE None 358,175 0 0
SPDR SERIES TRUST BLOOMBERG BRCLYS 78464A417 2,903 27,840 SH   SOLE None 27,840 0 0
PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207 2,819 462,877 SH   SOLE None 462,877 0 0
KIMBELL RTY PARTNERS LP UNIT 49435R102 2,802 458,585 SH   SOLE None 458,585 0 0
EQUITRANS MIDSTREAM CORP COM 294600101 2,730 322,706 SH   SOLE None 322,706 0 0
NOBLE MIDSTREAM PARTNERS LP COM UNIT REPST 65506L105 2,728 372,693 SH   SOLE None 372,693 0 0
EOG RES INC COM 26875P101 2,632 73,235 SH   SOLE None 73,235 0 0
WPX ENERGY INC COM 98212B103 2,630 536,735 SH   SOLE None 536,735 0 0
MPLX LP COM UNIT REP LTD 55336V100 2,514 159,712 SH   SOLE None 159,712 0 0
SQUARE INC CL A 852234103 2,507 15,422 SH   SOLE None 15,422 0 0
ONEOK INC NEW COM 682680103 2,446 94,142 SH   SOLE None 94,142 0 0
BEST BUY INC COM 086516101 2,376 21,354 SH   SOLE None 21,354 0 0
ISHARES TR 20 YR TR BD ETF 464287432 2,314 14,176 SH   SOLE None 14,176 0 0
MICROSOFT CORP COM 594918104 2,127 10,112 SH   SOLE None 10,112 0 0
RATTLER MIDSTREAM LP COM UNITS 75419T103 1,933 324,791 SH   SOLE None 324,791 0 0
NEXTIER OILFIELD SOLUTIONS COM 65290C105 1,931 1,043,857 SH   SOLE None 1,043,857 0 0
HASBRO INC COM 418056107 1,795 21,695 SH   SOLE None 21,695 0 0
CIMAREX ENERGY CO COM 171798101 1,751 71,985 SH   SOLE None 71,985 0 0
SUNCOR ENERGY INC NEW COM 867224107 1,724 140,935 SH   SOLE None 140,935 0 0
JOHNSON CTLS INTL PLC SHS G51502105 1,652 40,436 SH   SOLE None 40,436 0 0
BROOKFIELD INFRAST PARTNERS LP INT UNIT G16252101 1,634 34,316 SH   SOLE None 34,316 0 0
ISHARES SILVER TR ISHARES 46428Q109 1,614 74,592 SH   SOLE None 74,592 0 0
MARATHON PETE CORP COM 56585A102 1,509 51,448 SH   SOLE None 51,448 0 0
PDC ENERGY INC COM 69327R101 1,491 120,275 SH   SOLE None 120,275 0 0
FARFETCH LTD ORD SH CL A 30744W107 1,479 58,781 SH   SOLE None 58,781 0 0
DTE ENERGY CO COM 233331107 1,421 12,351 SH   SOLE None 12,351 0 0
VULCAN MATLS CO COM 929160109 1,409 10,394 SH   SOLE None 10,394 0 0
BP MIDSTREAM PARTNERS LP UNIT LTD PTNR 0556EL109 1,305 131,727 SH   SOLE None 131,727 0 0
NEWMONT CORP COM 651639106 1,294 20,393 SH   SOLE None 20,393 0 0
MARTIN MARIETTA MATLS INC COM 573284106 1,283 5,452 SH   SOLE None 5,452 0 0
FRESH DEL MONTE PRODUCE INC ORD G36738105 1,283 55,963 SH   SOLE None 55,963 0 0
COMSTOCK RES INC COM 205768302 1,269 289,800 SH   SOLE None 289,800 0 0
MEDNAX INC COM 58502B106 1,203 73,920 SH   SOLE None 73,920 0 0
MCDONALDS CORP COM 580135101 1,073 4,889 SH   SOLE None 4,889 0 0
RYDER SYS INC COM 783549108 987 23,373 SH   SOLE None 23,373 0 0
NEXTERA ENERGY INC COM 65339F101 955 3,441 SH   SOLE None 3,441 0 0
PROCTER AND GAMBLE CO COM 742718109 952 6,849 SH   SOLE None 6,849 0 0
RESIDEO TECHNOLOGIES INC COM 76118Y104 919 83,534 SH   SOLE None 83,534 0 0
JOHNSON & JOHNSON COM 478160104 918 6,163 SH   SOLE None 6,163 0 0
GRAINGER W W INC COM 384802104 896 2,511 SH   SOLE None 2,511 0 0
MTS SYS CORP COM 553777103 870 45,522 SH   SOLE None 45,522 0 0
SELECT SECTOR SPDR TR PUT 81369Y954 866 8,415 SH Put SOLE None 8,415 0 0
KOHLS CORP COM 500255104 837 45,177 SH   SOLE None 45,177 0 0
NATIONAL ENERGY SERVICES REU SHS G6375R107 810 127,031 SH   SOLE None 127,031 0 0
NOKIA CORP SPONSORED ADR 654902204 780 199,440 SH   SOLE None 199,440 0 0
EAGLE MATLS INC COM 26969P108 767 8,891 SH   SOLE None 8,891 0 0
COMMSCOPE HLDG CO INC COM 20337X109 726 80,637 SH   SOLE None 80,637 0 0
BP PLC SPONSORED ADR 055622104 693 39,687 SH   SOLE None 39,687 0 0
CARS COM INC COM 14575E105 679 84,010 SH   SOLE None 84,010 0 0
HAIN CELESTIAL GROUP INC COM 405217100 640 18,671 SH   SOLE None 18,671 0 0
ALLEGHENY TECHNOLOGIES INC COM 01741R102 638 73,122 SH   SOLE None 73,122 0 0
INGREDION INC COM 457187102 606 8,010 SH   SOLE None 8,010 0 0
PEPSICO INC COM 713448108 602 4,347 SH   SOLE None 4,347 0 0
SCRIPPS E W CO OHIO CL A NEW 811054402 577 50,426 SH   SOLE None 50,426 0 0
UGI CORP NEW COM 902681105 569 17,265 SH   SOLE None 17,265 0 0
SUNOCO LP/SUNOCO FIN CORP COM UT REP LP 86765K109 543 22,265 SH   SOLE None 22,265 0 0
JACOBS ENGR GROUP INC COM 469814107 540 5,824 SH   SOLE None 5,824 0 0
DIAMONDBACK ENERGY INC COM 25278X109 535 17,764 SH   SOLE None 17,764 0 0
COEUR MNG INC COM NEW 192108504 484 65,531 SH   SOLE None 65,531 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 474 3,400 SH   SOLE None 3,400 0 0
CABOT MICROELECTRONICS CORP COM 12709P103 375 2,628 SH   SOLE None 2,628 0 0
JPMORGAN CHASE & CO COM 46625H100 327 3,392 SH   SOLE None 3,392 0 0
HESS MIDSTREAM PARTNERS LP UNIT LTD PR INT 428104103 298 19,751 SH   SOLE None 19,751 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 298 6,750 SH   SOLE None 6,750 0 0
ABBOTT LABS COM 002824100 261 2,400 SH   SOLE None 2,400 0 0
INTRA CELLULAR THERAPIES INC COM 46116X101 247 9,624 SH   SOLE None 9,624 0 0
OVINTIV INC COM 69047Q102 227 27,814 SH   SOLE None 27,814 0 0
ABBVIE INC COM 00287Y109 224 2,560 SH   SOLE None 2,560 0 0
PARTY CITY HOLDCO INC COM 702149105 224 86,223 SH   SOLE None 86,223 0 0
LAM RESEARCH CORP COM 512807108 224 675 SH   SOLE None 675 0 0
3M CO COM 88579Y101 205 1,280 SH   SOLE None 1,280 0 0
ISHARES TR CHINA LG-CAP ETF 464287184 205 4,880 SH   SOLE None 4,880 0 0