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 2,233 45,636 SH   SOLE   45,636 0 0
ALLIANCE RESOURCE PARTNERS L UT LTD PART 01877R108 2,581 237,424 SH   SOLE   237,424 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 335 5,589 SH   SOLE   5,589 0 0
BHP GROUP LTD SPONSORED ADS 088606108 1,163 21,735 SH   SOLE   21,735 0 0
CENOVUS ENERGY INC COM 15135U109 19,836 1,971,767 SH   SOLE   1,971,767 0 0
CHENIERE ENERGY INC COM NEW 16411R208 5,722 58,584 SH   SOLE   58,584 0 0
CONOCOPHILLIPS COM 20825C104 1,132 16,701 SH   SOLE   16,701 0 0
CORTEVA INC COM 22052L104 379 9,000 SH   SOLE   9,000 0 0
DARLING INGREDIENTS INC COM 237266101 3,055 42,492 SH   SOLE   42,492 0 0
ENBRIDGE INC COM 29250N105 6,238 156,744 SH   SOLE   156,744 0 0
ENERGY TRANSFER L P COM UT LTD PTN 29273V100 16,316 1,703,177 SH   SOLE   1,703,177 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 12,433 574,538 SH   SOLE   574,538 0 0
EQUITRANS MIDSTREAM CORP COM 294600101 4,285 422,539 SH   SOLE   422,539 0 0
EXXON MOBIL CORP COM 30231G102 556 9,453 SH   SOLE   9,453 0 0
FMC CORP COM NEW 302491303 313 3,416 SH   SOLE   3,416 0 0
FREEPORT-MCMORAN INC CL B 35671D857 1,265 38,881 SH   SOLE   38,881 0 0
INTERNATIONAL PAPER CO COM 460146103 716 12,798 SH   SOLE   12,798 0 0
KINDER MORGAN INC DEL COM 49456B101 10,879 650,298 SH   SOLE   650,298 0 0
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 7,529 165,179 SH   SOLE   165,179 0 0
MARATHON PETE CORP COM 56585A102 13,045 211,049 SH   SOLE   211,049 0 0
NEWMONT CORP COM 651639106 775 14,278 SH   SOLE   14,278 0 0
NUCOR CORP COM 670346105 613 6,228 SH   SOLE   6,228 0 0
PEMBINA PIPELINE CORP COM 706327103 14,229 448,999 SH   SOLE   448,999 0 0
PHILLIPS 66 COM 718546104 9,465 135,151 SH   SOLE   135,151 0 0
PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207 11,664 1,082,464 SH   SOLE   1,082,464 0 0
POSCO SPONSORED ADR 693483109 897 13,000 SH   SOLE   13,000 0 0
RENEWABLE ENERGY GROUP INC COM NEW 75972A301 1,274 25,380 SH   SOLE   25,380 0 0
RIO TINTO PLC SPONSORED ADR 767204100 1,225 18,332 SH   SOLE   18,332 0 0
SUNCOR ENERGY INC NEW COM 867224107 9,506 458,362 SH   SOLE   458,362 0 0
SUNOCO LP/SUNOCO FIN CORP COM UT REP LP 86765K109 2,867 76,820 SH   SOLE   76,820 0 0
TARGA RES CORP COM 87612G101 10,391 211,158 SH   SOLE   211,158 0 0
TC ENERGY CORP COM 87807B107 4,256 88,510 SH   SOLE   88,510 0 0
TOTALENERGIES SE SPONSORED ADS 89151E109 1,221 25,468 SH   SOLE   25,468 0 0
VALE S A SPONSORED ADS 91912E105 436 31,239 SH   SOLE   31,239 0 0
VALERO ENERGY CORP COM 91913Y100 11,207 158,802 SH   SOLE   158,802 0 0
VIPER ENERGY PARTNERS LP COM UNT RP INT 92763M105 13,287 608,101 SH   SOLE   608,101 0 0
WESTERN MIDSTREAM PARTNERS L COM UNIT LP INT 958669103 12,675 604,732 SH   SOLE   604,732 0 0
WESTLAKE CHEM CORP COM 960413102 618 6,784 SH   SOLE   6,784 0 0
WESTROCK CO COM 96145D105 1,417 28,430 SH   SOLE   28,430 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104 679 19,084 SH   SOLE   19,084 0 0
WILLIAMS COS INC COM 969457100 8,989 346,518 SH   SOLE   346,518 0 0