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
ADECOAGRO S A COM L00849106 390 56,045 SH   SOLE   56,045 0 0
AGCO CORP COM 001084102 2,798 50,256 SH   SOLE   50,256 0 0
AGNICO EAGLE MINES LTD COM 008474108 423 10,473 SH   SOLE   10,473 0 0
AK STL HLDG CORP COM 001547108 335 148,837 SH   SOLE   148,837 0 0
ALAMOS GOLD INC NEW COM CL A 011532108 223 61,999 SH   SOLE   61,999 0 0
ALCOA CORP COM 013872106 297 11,183 SH   SOLE   11,183 0 0
ALLEGHENY TECHNOLOGIES INC COM 01741R102 98 4,519 SH   SOLE   4,519 0 0
ALLIANCE RES PARTNER L P UT LTD PART 01877R108 549 31,636 SH   SOLE   31,636 0 0
AMERICAN STS WTR CO COM 029899101 630 9,396 SH   SOLE   9,396 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 1,339 14,756 SH   SOLE   14,756 0 0
ANADARKO PETE CORP COM 032511107 203 4,625 SH   SOLE   4,625 0 0
ANDERSONS INC COM 034164103 380 12,700 SH   SOLE   12,700 0 0
ANGLOGOLD ASHANTI LTD SPONSORED ADR 035128206 69 5,497 SH   SOLE   5,497 0 0
ANTERO RES CORP COM 03674X106 462 49,156 SH   SOLE   49,156 0 0
APACHE CORP COM 037411105 1,012 38,564 SH   SOLE   38,564 0 0
AQUA AMERICA INC COM 03836W103 1,654 48,371 SH   SOLE   48,371 0 0
ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L203 22 1,052 SH   SOLE   1,052 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 1,141 27,859 SH   SOLE   27,859 0 0
ARCHROCK INC COM 03957W106 32 4,222 SH   SOLE   4,222 0 0
B2GOLD CORP COM 11777Q209 154 52,500 SH   SOLE   52,500 0 0
BAKER HUGHES A GE CO CL A 05722G100 367 17,085 SH   SOLE   17,085 0 0
BARRICK GOLD CORP COM 067901108 3 212 SH   SOLE   212 0 0
BAYTEX ENERGY CORP COM 07317Q105 34 19,466 SH   SOLE   19,466 0 0
BHP GROUP LIMITED SPONSORED ADS 088606108 336 6,952 SH   SOLE   6,952 0 0
BHP GROUP PLC SPONSORED ADS 05545E209 10 234 SH   SOLE   234 0 0
BONANZA CREEK ENERGY INC COM NEW 097793400 142 6,854 SH   SOLE   6,854 0 0
BP PLC SPONSORED ADR 055622104 682 17,984 SH   SOLE   17,984 0 0
BP PRUDHOE BAY RTY TR UNIT BEN INT 055630107 114 5,287 SH   SOLE   5,287 0 0
BRF SA SPONSORED ADR 10552T107 1,430 251,780 SH   SOLE   251,780 0 0
BRISTOW GROUP INC COM 110394103 2 852 SH   SOLE   852 0 0
BUCKEYE PARTNERS L P UNIT LTD PARTN 118230101 32 1,114 SH   SOLE   1,114 0 0
BUNGE LIMITED COM G16962105 2,454 45,912 SH   SOLE   45,912 0 0
C&J ENERGY SVCS INC NEW COM 12674R100 241 17,852 SH   SOLE   17,852 0 0
CABOT OIL & GAS CORP COM 127097103 181 8,112 SH   SOLE   8,112 0 0
CAL MAINE FOODS INC COM NEW 128030202 1,463 34,589 SH   SOLE   34,589 0 0
CALIFORNIA RES CORP COM NEW 13057Q206 158 9,252 SH   SOLE   9,252 0 0
CALIFORNIA WTR SVC GROUP COM 130788102 643 13,497 SH   SOLE   13,497 0 0
CALLON PETE CO DEL COM 13123X102 219 33,766 SH   SOLE   33,766 0 0
CAMECO CORP COM 13321L108 625 55,075 SH   SOLE   55,075 0 0
CANADIAN NAT RES LTD COM 136385101 142 5,900 SH   SOLE   5,900 0 0
CANADIAN SOLAR INC COM 136635109 436 30,426 SH   SOLE   30,426 0 0
CARPENTER TECHNOLOGY CORP COM 144285103 441 12,392 SH   SOLE   12,392 0 0
CARRIZO OIL & GAS INC COM 144577103 1,611 142,665 SH   SOLE   142,665 0 0
CENOVUS ENERGY INC COM 15135U109 159 22,650 SH   SOLE   22,650 0 0
CENTENNIAL RESOURCE DEV INC CL A 15136A102 214 19,447 SH   SOLE   19,447 0 0
CENTURY ALUM CO COM 156431108 152 20,835 SH   SOLE   20,835 0 0
CF INDS HLDGS INC COM 125269100 3,074 70,643 SH   SOLE   70,643 0 0
CHESAPEAKE ENERGY CORP COM 165167107 4 2,071 SH   SOLE   2,071 0 0
CHEVRON CORP NEW COM 166764100 913 8,388 SH   SOLE   8,388 0 0
CIMAREX ENERGY CO COM 171798101 249 4,031 SH   SOLE   4,031 0 0
CLEVELAND CLIFFS INC COM 185899101 351 45,579 SH   SOLE   45,579 0 0
CNH INDL N V SHS N20944109 1,524 165,469 SH   SOLE   165,469 0 0
CNOOC LTD SPONSORED ADR 126132109 1,551 10,174 SH   SOLE   10,174 0 0
CNX RESOURCES CORPORATION COM 12653C108 193 16,884 SH   SOLE   16,884 0 0
COEUR MNG INC COM NEW 192108504 62 13,938 SH   SOLE   13,938 0 0
COMPANHIA DE SANEAMENTO BASI SPONSORED ADR 20441A102 1,461 181,023 SH   SOLE   181,023 0 0
COMPANIA DE MINAS BUENAVENTU SPONSORED ADR 204448104 235 14,488 SH   SOLE   14,488 0 0
COMPASS MINERALS INTL INC COM 20451N101 1,123 26,936 SH   SOLE   26,936 0 0
CONCHO RES INC COM 20605P101 56 549 SH   SOLE   549 0 0
CONOCOPHILLIPS COM 20825C104 398 6,384 SH   SOLE   6,384 0 0
CONTINENTAL RESOURCES INC COM 212015101 1,494 37,180 SH   SOLE   37,180 0 0
CORE LABORATORIES N V COM N22717107 392 6,577 SH   SOLE   6,577 0 0
CRESCENT PT ENERGY CORP COM 22576C101 326 107,500 SH   SOLE   107,500 0 0
DARLING INGREDIENTS INC COM 237266101 1,236 64,262 SH   SOLE   64,262 0 0
DEAN FOODS CO NEW COM NEW 242370203 164 42,948 SH   SOLE   42,948 0 0
DEERE & CO COM 244199105 3,044 20,404 SH   SOLE   20,404 0 0
DENBURY RES INC COM NEW 247916208 30 17,819 SH   SOLE   17,819 0 0
DEVON ENERGY CORP NEW COM 25179M103 710 31,497 SH   SOLE   31,497 0 0
DIAMOND OFFSHORE DRILLING IN COM 25271C102 291 30,789 SH   SOLE   30,789 0 0
DIAMONDBACK ENERGY INC COM 25278X109 198 2,139 SH   SOLE   2,139 0 0
DRIL-QUIP INC COM 262037104 48 1,588 SH   SOLE   1,588 0 0
ECOPETROL S A SPONSORED ADS 279158109 140 8,844 SH   SOLE   8,844 0 0
ENCANA CORP COM 292505104 181 31,239 SH   SOLE   31,239 0 0
ENERGY RECOVERY INC COM 29270J100 300 44,505 SH   SOLE   44,505 0 0
ENERGY TRANSFER LP COM UT LTD PTN 29273V100 71 5,361 SH   SOLE   5,361 0 0
ENERPLUS CORP COM 292766102 459 59,162 SH   SOLE   59,162 0 0
ENI S P A SPONSORED ADR 26874R108 302 9,583 SH   SOLE   9,583 0 0
ENPHASE ENERGY INC COM 29355A107 115 24,381 SH   SOLE   24,381 0 0
ENSCO PLC SHS CLASS A G3157S106 70 19,586 SH   SOLE   19,586 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 282 11,457 SH   SOLE   11,457 0 0
EOG RES INC COM 26875P101 1,188 13,624 SH   SOLE   13,624 0 0
EQT CORP COM 26884L109 169 8,952 SH   SOLE   8,952 0 0
EQUINOR ASA SPONSORED ADR 29446M102 39 1,865 SH   SOLE   1,865 0 0
EVOQUA WATER TECHNOLOGIES CO COM 30057T105 282 29,396 SH   SOLE   29,396 0 0
EXTRACTION OIL AND GAS INC COM 30227M105 180 41,883 SH   SOLE   41,883 0 0
EXXON MOBIL CORP COM 30231G102 418 6,126 SH   SOLE   6,126 0 0
F M C CORP COM NEW 302491303 1,760 23,800 SH   SOLE   23,800 0 0
FIRST MAJESTIC SILVER CORP COM 32076V103 53 9,005 SH   SOLE   9,005 0 0
FIRST SOLAR INC COM 336433107 200 4,700 SH   SOLE   4,700 0 0
FORTUNA SILVER MINES INC COM 349915108 149 41,060 SH   SOLE   41,060 0 0
FORUM ENERGY TECHNOLOGIES IN COM 34984V100 17 4,179 SH   SOLE   4,179 0 0
FRANCO NEVADA CORP COM 351858105 268 3,830 SH   SOLE   3,830 0 0
FRANKS INTL N V COM N33462107 245 46,958 SH   SOLE   46,958 0 0
FREEPORT-MCMORAN INC CL B 35671D857 1,141 110,698 SH   SOLE   110,698 0 0
FRESH DEL MONTE PRODUCE INC ORD G36738105 507 17,942 SH   SOLE   17,942 0 0
FTS INTERNATIONAL INC COM 30283W104 86 12,132 SH   SOLE   12,132 0 0
GERDAU S A SPON ADR REP PFD 373737105 5 1,259 SH   SOLE   1,259 0 0
GOLD FIELDS LTD NEW SPONSORED ADR 38059T106 560 159,118 SH   SOLE   159,118 0 0
GOLDCORP INC NEW COM 380956409 210 21,468 SH   SOLE   21,468 0 0
GREEN PLAINS INC COM 393222104 104 7,960 SH   SOLE   7,960 0 0
GULFPORT ENERGY CORP COM NEW 402635304 376 57,431 SH   SOLE   57,431 0 0
HALCON RES CORP COM PAR NEW 40537Q605 239 140,794 SH   SOLE   140,794 0 0
HALLIBURTON CO COM 406216101 443 16,651 SH   SOLE   16,651 0 0
HARSCO CORP COM 415864107 664 33,439 SH   SOLE   33,439 0 0
HECLA MNG CO COM 422704106 198 83,971 SH   SOLE   83,971 0 0
HELIX ENERGY SOLUTIONS GRP I COM 42330P107 308 56,892 SH   SOLE   56,892 0 0
HELMERICH & PAYNE INC COM 423452101 253 5,279 SH   SOLE   5,279 0 0
HESS CORP COM 42809H107 801 19,775 SH   SOLE   19,775 0 0
HI-CRUSH PARTNERS LP COM UNIT LTD 428337109 27 7,494 SH   SOLE   7,494 0 0
HIGHPOINT RES CORP COM 43114K108 126 50,447 SH   SOLE   50,447 0 0
HOLLYFRONTIER CORP COM 436106108 1,558 30,472 SH   SOLE   30,472 0 0
HUDBAY MINERALS INC COM 443628102 2,205 465,700 SH   SOLE   465,700 0 0
IAMGOLD CORP COM 450913108 531 144,361 SH   SOLE   144,361 0 0
IMPERIAL OIL LTD COM NEW 453038408 18 723 SH   SOLE   723 0 0
INGREDION INC COM 457187102 2,380 26,039 SH   SOLE   26,039 0 0
ISRAEL CHEMICALS LTD SHS M5920A109 214 37,747 SH   SOLE   37,747 0 0
JAGGED PEAK ENERGY INC COM 47009K107 146 16,009 SH   SOLE   16,009 0 0
KEANE GROUP INC COM 48669A108 128 15,612 SH   SOLE   15,612 0 0
KINDER MORGAN INC DEL COM 49456B101 96 6,268 SH   SOLE   6,268 0 0
KINROSS GOLD CORP COM NO PAR 496902404 443 136,733 SH   SOLE   136,733 0 0
KIRKLAND LAKE GOLD LTD COM 49741E100 253 9,700 SH   SOLE   9,700 0 0
KOSMOS ENERGY LTD COM 500688106 454 111,583 SH   SOLE   111,583 0 0
LAREDO PETROLEUM INC COM 516806106 285 78,646 SH   SOLE   78,646 0 0
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 127 2,234 SH   SOLE   2,234 0 0
MARATHON OIL CORP COM 565849106 182 12,719 SH   SOLE   12,719 0 0
MARATHON PETE CORP COM 56585A102 1,989 33,701 SH   SOLE   33,701 0 0
MATADOR RES CO COM 576485205 508 32,710 SH   SOLE   32,710 0 0
MCDERMOTT INTL INC COM 580037703 138 21,126 SH   SOLE   21,126 0 0
MOSAIC CO NEW COM 61945C103 1,222 41,828 SH   SOLE   41,828 0 0
MPLX LP COM UNIT REP LTD 55336V100 51 1,690 SH   SOLE   1,690 0 0
MURPHY OIL CORP COM 626717102 360 15,378 SH   SOLE   15,378 0 0
NABORS INDUSTRIES LTD SHS G6359F103 368 184,079 SH   SOLE   184,079 0 0
NATIONAL OILWELL VARCO INC COM 637071101 119 4,617 SH   SOLE   4,617 0 0
NEVSUN RES LTD COM 64156L101 18 4,200 SH   SOLE   4,200 0 0
NEWFIELD EXPL CO COM 651290108 735 50,159 SH   SOLE   50,159 0 0
NEWMONT MINING CORP COM 651639106 443 12,780 SH   SOLE   12,780 0 0
NOBLE CORP PLC SHS USD G65431101 144 55,076 SH   SOLE   55,076 0 0
NOBLE ENERGY INC COM 655044105 788 42,004 SH   SOLE   42,004 0 0
NUTRIEN LTD COM 67077M108 1,350 28,729 SH   SOLE   28,729 0 0
OASIS PETE INC NEW COM 674215108 1,098 198,504 SH   SOLE   198,504 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 40 648 SH   SOLE   648 0 0
OCEANEERING INTL INC COM 675232102 644 53,237 SH   SOLE   53,237 0 0
OIL STS INTL INC COM 678026105 371 25,953 SH   SOLE   25,953 0 0
OSISKO GOLD ROYALTIES LTD COM 68827L101 15 1,700 SH   SOLE   1,700 0 0
PAN AMERICAN SILVER CORP COM 697900108 322 22,077 SH   SOLE   22,077 0 0
PARSLEY ENERGY INC CL A 701877102 283 17,736 SH   SOLE   17,736 0 0
PATTERSON UTI ENERGY INC COM 703481101 482 46,524 SH   SOLE   46,524 0 0
PDC ENERGY INC COM 69327R101 891 29,940 SH   SOLE   29,940 0 0
PENTAIR PLC SHS G7S00T104 1,567 41,485 SH   SOLE   41,485 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 162 12,458 SH   SOLE   12,458 0 0
PHILLIPS 66 COM 718546104 997 11,568 SH   SOLE   11,568 0 0
PILGRIMS PRIDE CORP NEW COM 72147K108 2,801 180,572 SH   SOLE   180,572 0 0
PIONEER NAT RES CO COM 723787107 478 3,638 SH   SOLE   3,638 0 0
PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105 67 3,331 SH   SOLE   3,331 0 0
POSCO SPONSORED ADR 693483109 397 7,221 SH   SOLE   7,221 0 0
POTLATCHDELTIC CORPORATION COM 737630103 897 28,358 SH   SOLE   28,358 0 0
PRECISION DRILLING CORP COM 2010 74022D308 83 47,465 SH   SOLE   47,465 0 0
PRETIUM RES INC COM 74139C102 114 13,531 SH   SOLE   13,531 0 0
PROPETRO HLDG CORP COM 74347M108 235 19,098 SH   SOLE   19,098 0 0
QEP RES INC COM 74733V100 370 65,774 SH   SOLE   65,774 0 0
RANDGOLD RES LTD ADR 752344309 251 3,033 SH   SOLE   3,033 0 0
RANGE RES CORP COM 75281A109 234 24,414 SH   SOLE   24,414 0 0
RAYONIER INC COM 754907103 1,095 39,528 SH   SOLE   39,528 0 0
RENEWABLE ENERGY GROUP INC COM NEW 75972A301 78 3,026 SH   SOLE   3,026 0 0
RESOLUTE ENERGY CORP COM NEW 76116A306 6 205 SH   SOLE   205 0 0
REXNORD CORP NEW COM 76169B102 1,584 69,015 SH   SOLE   69,015 0 0
RING ENERGY INC COM 76680V108 111 21,840 SH   SOLE   21,840 0 0
RIO TINTO PLC SPONSORED ADR 767204100 2,145 44,245 SH   SOLE   44,245 0 0
ROWAN COMPANIES PLC SHS CL A G7665A101 473 56,426 SH   SOLE   56,426 0 0
ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 222 3,809 SH   SOLE   3,809 0 0
ROYAL GOLD INC COM 780287108 15 178 SH   SOLE   178 0 0
RPC INC COM 749660106 655 66,409 SH   SOLE   66,409 0 0
SANDERSON FARMS INC COM 800013104 1,133 11,414 SH   SOLE   11,414 0 0
SANDSTORM GOLD LTD COM NEW 80013R206 168 36,492 SH   SOLE   36,492 0 0
SASOL LTD SPONSORED ADR 803866300 43 1,463 SH   SOLE   1,463 0 0
SCHLUMBERGER LTD COM 806857108 448 12,421 SH   SOLE   12,421 0 0
SCHNITZER STL INDS CL A 806882106 510 23,643 SH   SOLE   23,643 0 0
SELECT ENERGY SVCS INC CL A COM 81617J301 125 19,743 SH   SOLE   19,743 0 0
SIBANYE STILLWATER SPONSORED ADR 825724206 27 9,620 SH   SOLE   9,620 0 0
SJW GROUP COM 784305104 412 7,406 SH   SOLE   7,406 0 0
SM ENERGY CO COM 78454L100 19 1,239 SH   SOLE   1,239 0 0
SOCIEDAD QUIMICA MINERA DE C SPON ADR SER B 833635105 2,915 76,103 SH   SOLE   76,103 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 130 3,697 SH   SOLE   3,697 0 0
SOLARIS OILFIELD INFRSTR INC COM CL A 83418M103 72 5,974 SH   SOLE   5,974 0 0
SOUTHERN COPPER CORP COM 84265V105 1,561 50,724 SH   SOLE   50,724 0 0
SOUTHWESTERN ENERGY CO COM 845467109 110 32,128 SH   SOLE   32,128 0 0
SRC ENERGY INC COM 78470V108 720 153,094 SH   SOLE   153,094 0 0
SSR MNG INC COM 784730103 44 3,655 SH   SOLE   3,655 0 0
STEEL DYNAMICS INC COM 858119100 62 2,055 SH   SOLE   2,055 0 0
SUNCOKE ENERGY INC COM 86722A103 147 17,185 SH   SOLE   17,185 0 0
SUNCOR ENERGY INC NEW COM 867224107 308 11,010 SH   SOLE   11,010 0 0
SUNPOWER CORP COM 867652406 5 910 SH   SOLE   910 0 0
SUPERIOR ENERGY SVCS INC COM 868157108 300 89,461 SH   SOLE   89,461 0 0
TAHOE RES INC COM 873868103 178 49,000 SH   SOLE   49,000 0 0
TECHNIPFMC PLC COM G87110105 714 36,423 SH   SOLE   36,423 0 0
TECK RESOURCES LTD CL B 878742204 2,390 110,961 SH   SOLE   110,961 0 0
TELLURIAN INC NEW COM 87968A104 166 23,937 SH   SOLE   23,937 0 0
TENARIS S A SPONSORED ADR 88031M109 69 3,213 SH   SOLE   3,213 0 0
TERNIUM SA SPON ADR 880890108 657 24,260 SH   SOLE   24,260 0 0
TIMKENSTEEL CORP COM 887399103 74 8,517 SH   SOLE   8,517 0 0
TOTAL S A SPONSORED ADR 89151E109 867 16,618 SH   SOLE   16,618 0 0
TPI COMPOSITES INC COM 87266J104 196 7,957 SH   SOLE   7,957 0 0
TRANSOCEAN LTD REG SHS H8817H100 163 23,489 SH   SOLE   23,489 0 0
TYSON FOODS INC CL A 902494103 2,949 55,229 SH   SOLE   55,229 0 0
U S SILICA HLDGS INC COM 90346E103 194 19,068 SH   SOLE   19,068 0 0
UNIT CORP COM 909218109 134 9,409 SH   SOLE   9,409 0 0
UNITED STATES STL CORP NEW COM 912909108 439 24,069 SH   SOLE   24,069 0 0
VALE S A ADR 91912E105 353 26,727 SH   SOLE   26,727 0 0
VALERO ENERGY CORP NEW COM 91913Y100 1,639 21,859 SH   SOLE   21,859 0 0
VEDANTA LTD SPONSORED ADR 92242Y100 447 38,729 SH   SOLE   38,729 0 0
VERMILION ENERGY INC COM 923725105 308 14,611 SH   SOLE   14,611 0 0
VIPER ENERGY PARTNERS LP COM UNT RP INT 92763M105 257 9,872 SH   SOLE   9,872 0 0
W & T OFFSHORE INC COM 92922P106 635 154,246 SH   SOLE   154,246 0 0
WARRIOR MET COAL INC COM 93627C101 1,234 51,184 SH   SOLE   51,184 0 0
WEATHERFORD INTL PLC ORD SHS G48833100 1 1,795 SH   SOLE   1,795 0 0
WEYERHAEUSER CO COM 962166104 911 41,681 SH   SOLE   41,681 0 0
WHEATON PRECIOUS METALS CORP COM 962879102 387 19,813 SH   SOLE   19,813 0 0
WHITING PETE CORP NEW COM NEW 966387409 18 812 SH   SOLE   812 0 0
WILDHORSE RESOURCE DEV CORP COM 96812T102 695 49,282 SH   SOLE   49,282 0 0
WILLIAMS COS INC DEL COM 969457100 44 1,999 SH   SOLE   1,999 0 0
WPX ENERGY INC COM 98212B103 258 22,736 SH   SOLE   22,736 0 0
YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100 437 32,606 SH   SOLE   32,606 0 0