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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Air Products and Chemicals, Inc. COM 009158106   8,960,952 31,200 SH   SOLE   31,200 0 0
Albemarle Corporation COM 012653101   1,989,360 9,000 SH   SOLE   9,000 0 0
Alcoa Corporation COM 013872106   2,162,048 50,800 SH   SOLE   50,800 0 0
Amcor plc COM G0250X107   1,423,638 125,100 SH   SOLE   125,100 0 0
APA Corporation COM 03743Q108   2,019,360 56,000 SH   SOLE   56,000 0 0
Avery Dennison Corporation COM 053611109   984,115 5,500 SH   SOLE   5,500 0 0
Baker Hughes Company COM 05722G100   5,852,808 202,800 SH   SOLE   202,800 0 0
Ball Corporation COM 058498106   1,603,701 29,100 SH   SOLE   29,100 0 0
Celanese Corporation COM 150870103   3,734,927 34,300 SH   SOLE   34,300 0 0
CF Industries Holdings, Inc. COM 125269100   3,269,299 45,100 SH   SOLE   45,100 0 0
Cheniere Energy, Inc. COM 16411R208   3,780,666 23,989 SH   SOLE   23,989 0 0
Chevron Corporation COM 166764100   87,791,664 538,071 SH   SOLE   538,071 0 0
Chord Energy Corporation COM 674215207   30,285 225 SH   SOLE   225 0 0
ConocoPhillips COM 20825C104   45,247,300 456,076 SH   SOLE   456,076 0 0
Corteva Inc. COM 22052L104   3,995,236 66,245 SH   SOLE   66,245 0 0
Coterra Energy Inc. COM 127097103   3,683,454 150,100 SH   SOLE   150,100 0 0
Devon Energy Corporation COM 25179M103   6,376,860 126,000 SH   SOLE   126,000 0 0
Diamondback Energy, Inc. COM 25278X109   11,502,967 85,100 SH   SOLE   85,100 0 0
Dow, Inc. COM 260557103   3,604,141 65,745 SH   SOLE   65,745 0 0
DuPont de Nemours, Inc. COM 26614N102   3,020,584 42,087 SH   SOLE   42,087 0 0
Eastman Chemical Company COM 277432100   750,626 8,900 SH   SOLE   8,900 0 0
Ecolab Inc. COM 278865100   3,774,084 22,800 SH   SOLE   22,800 0 0
EOG Resources, Inc. COM 26875P101   15,161,766 132,267 SH   SOLE   132,267 0 0
EQT Corporation COM 26884L109   1,959,274 61,400 SH   SOLE   61,400 0 0
Exxon Mobil Corporation COM 30231G102   146,739,336 1,338,130 SH   SOLE   1,338,130 0 0
FMC Corporation COM 302491303   4,311,189 35,300 SH   SOLE   35,300 0 0
Freeport-McMoRan, Inc. COM 35671D857   8,734,285 213,500 SH   SOLE   213,500 0 0
Halliburton Company COM 406216101   6,133,509 193,853 SH   SOLE   193,853 0 0
Hess Corporation COM 42809H107   14,992,666 113,289 SH   SOLE   113,289 0 0
International Flavors & Fragrances Inc. COM 459506101   1,931,712 21,006 SH   SOLE   21,006 0 0
International Paper Company COM 460146103   1,016,892 28,200 SH   SOLE   28,200 0 0
Kinder Morgan, Inc. COM 49456B101   12,941,501 739,092 SH   SOLE   739,092 0 0
Linde plc COM G54950103   23,281,320 65,500 SH   SOLE   65,500 0 0
LyondellBasell Industries N.V. COM N53745100   1,727,576 18,400 SH   SOLE   18,400 0 0
Marathon Oil Corporation COM 565849106   2,753,004 114,900 SH   SOLE   114,900 0 0
Marathon Petroleum Corporation COM 56585A102   27,021,550 200,412 SH   SOLE   200,412 0 0
Martin Marietta Materials, Inc. COM 573284106   1,846,312 5,200 SH   SOLE   5,200 0 0
Mosaic Company COM 61945C103   1,174,574 25,601 SH   SOLE   25,601 0 0
Newmont Corporation COM 651639106   3,803,952 77,600 SH   SOLE   77,600 0 0
Nucor Corporation COM 670346105   6,178,800 40,000 SH   SOLE   40,000 0 0
Occidental Petroleum Corporation COM 674599105   14,774,122 236,651 SH   SOLE   236,651 0 0
ONEOK, Inc. COM 682680103   5,559,750 87,500 SH   SOLE   87,500 0 0
Packaging Corporation of America COM 695156109   1,055,108 7,600 SH   SOLE   7,600 0 0
Phillips 66 COM 718546104   18,914,974 186,575 SH   SOLE   186,575 0 0
Pioneer Natural Resources Company COM 723787107   22,057,920 108,000 SH   SOLE   108,000 0 0
PPG Industries, Inc. COM 693506107   2,631,526 19,700 SH   SOLE   19,700 0 0
Schlumberger N.V. COM 806857108   28,700,570 584,533 SH   SOLE   584,533 0 0
Sealed Air Corporation COM 81211K100   408,599 8,900 SH   SOLE   8,900 0 0
Sherwin-Williams Company COM 824348106   8,473,829 37,700 SH   SOLE   37,700 0 0
Steel Dynamics, Inc. COM 858119100   3,165,680 28,000 SH   SOLE   28,000 0 0
Targa Resources Corp. COM 87612G101   7,207,460 98,800 SH   SOLE   98,800 0 0
Williams Companies, Inc. COM 969457100   7,784,502 260,700 SH   SOLE   260,700 0 0
Valero Energy Corporation COM 91913Y100   12,005,600 86,000 SH   SOLE   86,000 0 0
Vulcan Materials Company COM 929160109   1,681,288 9,800 SH   SOLE   9,800 0 0
WestRock Company COM 96145D105   469,238 15,400 SH   SOLE   15,400 0 0