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
AGCO CORP COM 001084102 2,139 45,261 SH   SOLE   45,261 0 0
ALAMOS GOLD INC NEW COM CL A 011532108 584 116,842 SH   SOLE   116,842 0 0
ALCOA CORP COM 013872106 776 126,013 SH   SOLE   126,013 0 0
ALLIANCE RES PARTNER L P UT LTD PART 01877R108 89 28,684 SH   SOLE   28,684 0 0
AMER STATES WTR CO COM 029899101 1,000 12,236 SH   SOLE   12,236 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 2,341 19,583 SH   SOLE   19,583 0 0
ANDERSONS INC COM 034164103 273 14,574 SH   SOLE   14,574 0 0
ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L203 300 32,169 SH   SOLE   32,169 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 1,130 32,119 SH   SOLE   32,119 0 0
ARCHROCK INC COM 03957W106 148 39,473 SH   SOLE   39,473 0 0
B2GOLD CORP COM 11777Q209 217 71,019 SH   SOLE   71,019 0 0
BAKER HUGHES COMPANY CL A 05722G100 388 36,935 SH   SOLE   36,935 0 0
BALLARD PWR SYS INC NEW COM 058586108 382 50,191 SH   SOLE   50,191 0 0
BHP GROUP LTD SPONSORED ADS 088606108 201 5,479 SH   SOLE   5,479 0 0
BP PLC SPONSORED ADR 055622104 668 27,392 SH   SOLE   27,392 0 0
BRF SA SPONSORED ADR 10552T107 824 284,189 SH   SOLE   284,189 0 0
BUNGE LIMITED COM G16962105 3,389 82,601 SH   SOLE   82,601 0 0
CABOT OIL & GAS CORP COM 127097103 514 29,883 SH   SOLE   29,883 0 0
CAL MAINE FOODS INC COM NEW 128030202 1,000 22,729 SH   SOLE   22,729 0 0
CALIFORNIA WTR SVC GROUP COM 130788102 913 18,134 SH   SOLE   18,134 0 0
CALLON PETE CO DEL COM 13123X102 16 28,720 SH   SOLE   28,720 0 0
CAMECO CORP COM 13321L108 470 61,457 SH   SOLE   61,457 0 0
CANADIAN SOLAR INC COM 136635109 559 35,158 SH   SOLE   35,158 0 0
CENOVUS ENERGY INC COM 15135U109 28 13,666 SH   SOLE   13,666 0 0
CENTENNIAL RESOURCE DEV INC CL A 15136A102 181 688,927 SH   SOLE   688,927 0 0
CENTURY ALUM CO COM 156431108 72 19,983 SH   SOLE   19,983 0 0
CF INDS HLDGS INC COM 125269100 2,337 85,931 SH   SOLE   85,931 0 0
CHEVRON CORP NEW COM 166764100 263 3,630 SH   SOLE   3,630 0 0
CHINA PETE & CHEM CORP SPON ADR H SHS 16941R108 305 6,255 SH   SOLE   6,255 0 0
CIMAREX ENERGY CO COM 171798101 211 12,520 SH   SOLE   12,520 0 0
CLEVELAND CLIFFS INC COM 185899101 2,348 594,320 SH   SOLE   594,320 0 0
CNH INDL N V SHS N20944109 1,685 300,378 SH   SOLE   300,378 0 0
CNOOC LIMITED SPONSORED ADR 126132109 743 7,179 SH   SOLE   7,179 0 0
CNX RESOURCES CORPORATION COM 12653C108 428 80,524 SH   SOLE   80,524 0 0
COEUR MNG INC COM NEW 192108504 45 14,012 SH   SOLE   14,012 0 0
COMMERCIAL METALS CO COM 201723103 509 32,229 SH   SOLE   32,229 0 0
COMPANHIA DE SANEAMENTO BASI SPONSORED ADR 20441A102 1,616 218,927 SH   SOLE   218,927 0 0
COMPANHIA SIDERURGICA NACION SPONSORED ADR 20440W105 78 59,270 SH   SOLE   59,270 0 0
COMPANIA DE MINAS BUENAVENTU SPONSORED ADR 204448104 328 44,941 SH   SOLE   44,941 0 0
COMPASS MINERALS INTL INC COM 20451N101 984 25,581 SH   SOLE   25,581 0 0
CONCHO RES INC COM 20605P101 405 9,463 SH   SOLE   9,463 0 0
CONOCOPHILLIPS COM 20825C104 960 31,162 SH   SOLE   31,162 0 0
CONTINENTAL RES INC COM 212015101 658 86,079 SH   SOLE   86,079 0 0
CORE LABORATORIES N V COM N22717107 201 19,450 SH   SOLE   19,450 0 0
CORTEVA INC COM 22052L104 2,893 123,123 SH   SOLE   123,123 0 0
CRESCENT PT ENERGY CORP COM 22576C101 247 319,600 SH   SOLE   319,600 0 0
DAQO NEW ENERGY CORP SPNSRD ADR NEW 23703Q203 700 12,087 SH   SOLE   12,087 0 0
DARLING INGREDIENTS INC COM 237266101 1,973 102,917 SH   SOLE   102,917 0 0
DEERE & CO COM 244199105 2,868 20,759 SH   SOLE   20,759 0 0
DEVON ENERGY CORP NEW COM 25179M103 524 75,816 SH   SOLE   75,816 0 0
ECOPETROL S A SPONSORED ADS 279158109 467 49,092 SH   SOLE   49,092 0 0
ENERPLUS CORP COM 292766102 65 44,013 SH   SOLE   44,013 0 0
ENI S P A SPONSORED ADR 26874R108 343 21,735 SH   SOLE   21,735 0 0
ENPHASE ENERGY INC COM 29355A107 704 21,807 SH   SOLE   21,807 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 165 11,553 SH   SOLE   11,553 0 0
EOG RES INC COM 26875P101 900 25,051 SH   SOLE   25,051 0 0
ESSENTIAL UTILS INC COM 29670G102 2,237 54,973 SH   SOLE   54,973 0 0
EVOQUA WATER TECHNOLOGIES CO COM 30057T105 560 49,938 SH   SOLE   49,938 0 0
EXTRACTION OIL AND GAS INC COM 30227M105 44 103,326 SH   SOLE   103,326 0 0
EXXON MOBIL CORP COM 30231G102 772 20,344 SH   SOLE   20,344 0 0
F M C CORP COM NEW 302491303 2,586 31,662 SH   SOLE   31,662 0 0
FIRST MAJESTIC SILVER CORP COM 32076V103 63 10,120 SH   SOLE   10,120 0 0
FIRST SOLAR INC COM 336433107 287 7,949 SH   SOLE   7,949 0 0
FORTUNA SILVER MINES INC COM 349915108 85 36,880 SH   SOLE   36,880 0 0
FRANCO NEVADA CORP COM 351858105 236 2,373 SH   SOLE   2,373 0 0
FRESH DEL MONTE PRODUCE INC ORD G36738105 560 20,297 SH   SOLE   20,297 0 0
GOLD FIELDS LTD NEW SPONSORED ADR 38059T106 577 121,475 SH   SOLE   121,475 0 0
GREEN PLAINS INC COM 393222104 75 15,519 SH   SOLE   15,519 0 0
GULFPORT ENERGY CORP COM NEW 402635304 232 520,615 SH   SOLE   520,615 0 0
HALLIBURTON CO COM 406216101 199 29,048 SH   SOLE   29,048 0 0
HARSCO CORP COM 415864107 240 34,395 SH   SOLE   34,395 0 0
HELIX ENERGY SOLUTIONS GRP I COM 42330P107 34 20,895 SH   SOLE   20,895 0 0
HELMERICH & PAYNE INC COM 423452101 625 39,944 SH   SOLE   39,944 0 0
HOLLYFRONTIER CORP COM 436106108 589 24,019 SH   SOLE   24,019 0 0
HORMEL FOODS CORP COM 440452100 692 14,839 SH   SOLE   14,839 0 0
HUDBAY MINERALS INC COM 443628102 625 331,800 SH   SOLE   331,800 0 0
IAMGOLD CORP COM 450913108 392 171,860 SH   SOLE   171,860 0 0
INGREDION INC COM 457187102 2,003 26,536 SH   SOLE   26,536 0 0
ISRAEL CHEMICALS LIMITED SHS M5920A109 295 92,738 SH   SOLE   92,738 0 0
JINKOSOLAR HLDG CO LTD SPONSORED ADR 47759T100 487 32,804 SH   SOLE   32,804 0 0
KINROSS GOLD CORP COM 496902404 433 108,859 SH   SOLE   108,859 0 0
KIRKLAND LAKE GOLD LTD COM 49741E100 344 11,723 SH   SOLE   11,723 0 0
KOSMOS ENERGY LTD COM 500688106 21 23,716 SH   SOLE   23,716 0 0
LAREDO PETROLEUM INC COM 516806106 34 89,974 SH   SOLE   89,974 0 0
LIBERTY OILFIELD SVCS INC COM CL A 53115L104 75 27,909 SH   SOLE   27,909 0 0
LIVENT CORP COM 53814L108 370 70,514 SH   SOLE   70,514 0 0
MAGNOLIA OIL & GAS CORP CL A 559663109 333 83,235 SH   SOLE   83,235 0 0
MARATHON OIL CORP COM 565849106 937 284,711 SH   SOLE   284,711 0 0
MARATHON PETE CORP COM 56585A102 627 26,564 SH   SOLE   26,564 0 0
MATADOR RES CO COM 576485205 103 41,538 SH   SOLE   41,538 0 0
MURPHY OIL CORP COM 626717102 166 27,038 SH   SOLE   27,038 0 0
NABORS INDUSTRIES LTD SHS G6359F103 34 87,717 SH   SOLE   87,717 0 0
NEWPARK RES INC COM PAR $.01NEW 651718504 13 14,183 SH   SOLE   14,183 0 0
NEXTIER OILFIELD SOLUTIONS COM 65290C105 90 76,836 SH   SOLE   76,836 0 0
NORTHERN OIL & GAS INC NEV COM 665531109 62 93,003 SH   SOLE   93,003 0 0
NUTRIEN LTD COM 67077M108 208 6,127 SH   SOLE   6,127 0 0
OASIS PETROLEUM INC COM 674215108 59 169,213 SH   SOLE   169,213 0 0
OCCIDENTAL PETE CORP COM 674599105 188 16,197 SH   SOLE   16,197 0 0
OCEANEERING INTL INC COM 675232102 67 22,630 SH   SOLE   22,630 0 0
OIL STS INTL INC COM 678026105 33 16,174 SH   SOLE   16,174 0 0
OSISKO GOLD ROYALTIES LTD COM 68827L101 125 16,855 SH   SOLE   16,855 0 0
OVINTIV INC COM 69047Q102 78 29,039 SH   SOLE   29,039 0 0
PARSLEY ENERGY INC CL A 701877102 482 84,175 SH   SOLE   84,175 0 0
PATTERSON UTI ENERGY INC COM 703481101 265 112,854 SH   SOLE   112,854 0 0
PDC ENERGY INC COM 69327R101 664 107,003 SH   SOLE   107,003 0 0
PENTAIR PLC SHS G7S00T104 1,063 35,709 SH   SOLE   35,709 0 0
PETROCHINA CO LTD SPONSORED ADR 71646E100 343 9,532 SH   SOLE   9,532 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 128 23,282 SH   SOLE   23,282 0 0
PHILLIPS 66 COM 718546104 491 9,160 SH   SOLE   9,160 0 0
PILGRIMS PRIDE CORP COM 72147K108 1,649 91,029 SH   SOLE   91,029 0 0
PIONEER NAT RES CO COM 723787107 520 7,411 SH   SOLE   7,411 0 0
PLUG POWER INC COM NEW 72919P202 469 132,595 SH   SOLE   132,595 0 0
POSCO SPONSORED ADR 693483109 378 11,592 SH   SOLE   11,592 0 0
POTLATCHDELTIC CORPORATION COM 737630103 836 26,646 SH   SOLE   26,646 0 0
PRETIUM RES INC COM 74139C102 450 79,319 SH   SOLE   79,319 0 0
PROPETRO HLDG CORP COM 74347M108 311 124,480 SH   SOLE   124,480 0 0
QEP RESOURCES INC COM 74733V100 21 62,755 SH   SOLE   62,755 0 0
RAYONIER INC COM 754907103 926 39,322 SH   SOLE   39,322 0 0
RENEWABLE ENERGY GROUP INC COM NEW 75972A301 541 26,348 SH   SOLE   26,348 0 0
RIO TINTO PLC SPONSORED ADR 767204100 2,273 49,881 SH   SOLE   49,881 0 0
ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 279 7,990 SH   SOLE   7,990 0 0
RPC INC COM 749660106 525 255,063 SH   SOLE   255,063 0 0
SANDERSON FARMS INC COM 800013104 1,234 10,003 SH   SOLE   10,003 0 0
SANDSTORM GOLD LTD COM NEW 80013R206 204 40,691 SH   SOLE   40,691 0 0
SCHLUMBERGER LTD COM 806857108 252 18,674 SH   SOLE   18,674 0 0
SELECT ENERGY SVCS INC CL A COM 81617J301 59 18,351 SH   SOLE   18,351 0 0
SIBANYE STILLWATER LTD SPONSORED ADR 82575P107 49 10,284 SH   SOLE   10,284 0 0
SJW GROUP COM 784305104 523 9,058 SH   SOLE   9,058 0 0
SM ENERGY CO COM 78454L100 132 108,431 SH   SOLE   108,431 0 0
SOCIEDAD QUIMICA MINERA DE C SPON ADR SER B 833635105 206 9,137 SH   SOLE   9,137 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 480 5,859 SH   SOLE   5,859 0 0
SOLARIS OILFIELD INFRSTR INC COM CL A 83418M103 97 18,435 SH   SOLE   18,435 0 0
SOUTHWESTERN ENERGY CO COM 845467109 161 95,158 SH   SOLE   95,158 0 0
SSR MNG INC COM 784730103 467 41,001 SH   SOLE   41,001 0 0
STEEL DYNAMICS INC COM 858119100 1,114 49,408 SH   SOLE   49,408 0 0
SUNCOKE ENERGY INC COM 86722A103 71 18,312 SH   SOLE   18,312 0 0
SUNPOWER CORP COM 867652406 56 11,089 SH   SOLE   11,089 0 0
SUNRUN INC COM 86771W105 278 27,543 SH   SOLE   27,543 0 0
TECK RESOURCES LTD CL B 878742204 94 12,529 SH   SOLE   12,529 0 0
TELLURIAN INC NEW COM 87968A104 24 26,975 SH   SOLE   26,975 0 0
TENARIS S A SPONSORED ADS 88031M109 234 19,460 SH   SOLE   19,460 0 0
TERNIUM SA SPONSORED ADS 880890108 488 40,997 SH   SOLE   40,997 0 0
TPI COMPOSITES INC COM 87266J104 302 20,418 SH   SOLE   20,418 0 0
TRANSPORTADORA DE GAS SUR SPONSORED ADS B 893870204 151 32,813 SH   SOLE   32,813 0 0
TYSON FOODS INC CL A 902494103 1,315 22,715 SH   SOLE   22,715 0 0
U S SILICA HLDGS INC COM 90346E103 88 48,680 SH   SOLE   48,680 0 0
UNITED STATES STL CORP NEW COM 912909108 538 85,303 SH   SOLE   85,303 0 0
VALERO ENERGY CORP COM 91913Y100 782 17,231 SH   SOLE   17,231 0 0
VEDANTA LTD SPONSORED ADR 92242Y100 248 69,691 SH   SOLE   69,691 0 0
VERMILION ENERGY INC COM 923725105 52 16,873 SH   SOLE   16,873 0 0
VIPER ENERGY PARTNERS LP COM UNT RP INT 92763M105 147 22,243 SH   SOLE   22,243 0 0
W & T OFFSHORE INC COM 92922P106 181 106,196 SH   SOLE   106,196 0 0
WARRIOR MET COAL INC COM 93627C101 142 13,351 SH   SOLE   13,351 0 0
WHITING PETE CORP NEW COM NEW 966387409 11 16,799 SH   SOLE   16,799 0 0
WPX ENERGY INC COM 98212B103 166 54,482 SH   SOLE   54,482 0 0
YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100 193 46,174 SH   SOLE   46,174 0 0