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
AEMETIS INC COM NEW 00770K202 650 58,150 SH   SOLE   58,150 0 0
ALCOA CORP COM 013872106 1,681 45,636 SH   SOLE   45,636 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 339 5,589 SH   SOLE   5,589 0 0
BARRICK GOLD CORP COM 067901108 726 35,122 SH   SOLE   35,122 0 0
BHP GROUP LTD SPONSORED ADS 088606108 1,583 21,735 SH   SOLE   21,735 0 0
CENOVUS ENERGY INC COM 15135U109 14,727 1,537,251 SH   SOLE   1,537,251 0 0
CHENIERE ENERGY INC COM NEW 16411R208 4,367 50,342 SH   SOLE   50,342 0 0
CONOCOPHILLIPS COM 20825C104 1,017 16,701 SH   SOLE   16,701 0 0
CORTEVA INC COM 22052L104 399 9,000 SH   SOLE   9,000 0 0
DARLING INGREDIENTS INC COM 237266101 2,257 33,432 SH   SOLE   33,432 0 0
ENBRIDGE INC COM 29250N105 5,574 139,214 SH   SOLE   139,214 0 0
ENERGY TRANSFER L P COM UT LTD PTN 29273V100 14,970 1,408,281 SH   SOLE   1,408,281 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 11,862 491,607 SH   SOLE   491,607 0 0
EQUITRANS MIDSTREAM CORP COM 294600101 3,253 382,220 SH   SOLE   382,220 0 0
EXXON MOBIL CORP COM 30231G102 596 9,453 SH   SOLE   9,453 0 0
FMC CORP COM NEW 302491303 370 3,416 SH   SOLE   3,416 0 0
FREEPORT-MCMORAN INC CL B 35671D857 1,443 38,881 SH   SOLE   38,881 0 0
INTERNATIONAL PAPER CO COM 460146103 785 12,798 SH   SOLE   12,798 0 0
KINDER MORGAN INC DEL COM 49456B101 11,391 624,841 SH   SOLE   624,841 0 0
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 6,604 135,026 SH   SOLE   135,026 0 0
MARATHON PETE CORP COM 56585A102 11,331 187,530 SH   SOLE   187,530 0 0
NEWMONT CORP COM 651639106 905 14,278 SH   SOLE   14,278 0 0
NUCOR CORP COM 670346105 597 6,228 SH   SOLE   6,228 0 0
NUTRIEN LTD COM 67077M108 1,641 27,085 SH   SOLE   27,085 0 0
PEMBINA PIPELINE CORP COM 706327103 11,906 374,756 SH   SOLE   374,756 0 0
PHILLIPS 66 COM 718546104 8,917 103,907 SH   SOLE   103,907 0 0
PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207 10,324 864,646 SH   SOLE   864,646 0 0
POSCO SPONSORED ADR 693483109 576 7,500 SH   SOLE   7,500 0 0
RENEWABLE ENERGY GROUP INC COM NEW 75972A301 1,216 19,499 SH   SOLE   19,499 0 0
RIO TINTO PLC SPONSORED ADR 767204100 1,012 12,332 SH   SOLE   12,332 0 0
SUNCOR ENERGY INC NEW COM 867224107 8,313 346,816 SH   SOLE   346,816 0 0
SUNOCO LP/SUNOCO FIN CORP COM UT REP LP 86765K109 2,519 66,820 SH   SOLE   66,820 0 0
TARGA RES CORP COM 87612G101 7,751 174,382 SH   SOLE   174,382 0 0
TC ENERGY CORP COM 87807B107 3,952 79,809 SH   SOLE   79,809 0 0
TOTALENERGIES SE SPONSORED ADS 89151E109 1,153 25,468 SH   SOLE   25,468 0 0
VALE S A SPONSORED ADS 91912E105 713 31,239 SH   SOLE   31,239 0 0
VALERO ENERGY CORP COM 91913Y100 9,908 126,897 SH   SOLE   126,897 0 0
VIPER ENERGY PARTNERS LP COM UNT RP INT 92763M105 9,801 520,508 SH   SOLE   520,508 0 0
WESTERN MIDSTREAM PARTNERS L COM UNIT LP INT 958669103 10,701 499,575 SH   SOLE   499,575 0 0
WESTLAKE CHEM CORP COM 960413102 611 6,784 SH   SOLE   6,784 0 0
WESTROCK CO COM 96145D105 1,513 28,430 SH   SOLE   28,430 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104 657 19,084 SH   SOLE   19,084 0 0
WILLIAMS COS INC COM 969457100 7,832 294,989 SH   SOLE   294,989 0 0