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
AES CORP COM 00130H105 4,439 165,580 SH   SOLE   165,580 0 0
ALPHABET INC-CL A COM 02079K305 5,445 2,640 SH   SOLE   2,640 0 0
ALPHABET INC-CL C COM 02079K107 5,217 2,522 SH   SOLE   2,522 0 0
AMAZON.COM INC COM 023135106 11,139 3,600 SH   SOLE   3,600 0 0
AMERICAN ELECTRIC POWER COM 025537101 487 5,750 SH   SOLE   5,750 0 0
AMERICAN WATER WORKS CO INC COM 030420103 298 1,990 SH   SOLE   1,990 0 0
APA CORPORATION COM 03743Q108 5,249 293,240 SH   SOLE   293,240 0 0
APPLE INC COM 037833100 15,661 128,210 SH   SOLE   128,210 0 0
ARCHER-DANIELS-MIDLAND CO COM 039483102 4,243 74,430 SH   SOLE   74,430 0 0
AT&T INC COM 00206R102 3,210 106,062 SH   SOLE   106,062 0 0
BARRICK GOLD CORP COM 202467700 6,701 338,420 SH   SOLE   338,420 0 0
BERKSHIRE HATHAWAY B COM 084670702 4,192 16,410 SH   SOLE   16,410 0 0
BUNGE COM 278871300 5,443 68,670 SH   SOLE   68,670 0 0
CHENIERE ENERGY INC COM 16411R208 727 10,100 SH   SOLE   10,100 0 0
CHEVRON CORP COM 166764100 5,661 54,020 SH   SOLE   54,020 0 0
CIMAREX ENERGY CO COM 171798101 6,784 114,230 SH   SOLE   114,230 0 0
CORTEVA INC COM 22052L104 3,750 80,430 SH   SOLE   80,430 0 0
DOMINION ENERGY COM 25746U109 719 9,469 SH   SOLE   9,469 0 0
DTE ENERGY COMPANY COM 233331107 292 2,190 SH   SOLE   2,190 0 0
DUKE ENERGY CORP COM 26441C204 818 8,469 SH   SOLE   8,469 0 0
EASTMAN CHEMICAL COMPANY COM 277432100 3,778 34,310 SH   SOLE   34,310 0 0
ENEL AMERICAS ADR COM 29274F104 812 95,800 SH   SOLE   95,800 0 0
EQT CORP COM 26884L109 2,965 159,600 SH   SOLE   159,600 0 0
EVERSOURCE ENERGY COM 30040W108 351 4,057 SH   SOLE   4,057 0 0
EXELON CORP COM 30161N101 494 11,298 SH   SOLE   11,298 0 0
EXXON MOBIL CORP COM 30231G102 8,410 150,640 SH   SOLE   150,640 0 0
FACEBOOK COM 30303M102 5,902 20,039 SH   SOLE   20,039 0 0
HCA HOLDINGS INC COM 40412C101 2,356 12,507 SH   SOLE   12,507 0 0
HOME DEPOT INC COM 437076102 1,832 6,000 SH   SOLE   6,000 0 0
INTEL CORP COM 458140100 6,377 99,640 SH   SOLE   99,640 0 0
JOHNSON & JOHNSON COM 478160104 2,761 16,800 SH   SOLE   16,800 0 0
JPMORGAN CHASE & CO COM 46625H100 3,034 19,930 SH   SOLE   19,930 0 0
KINDER MORGAN INC COM 49456B101 6,806 408,746 SH   SOLE   408,746 0 0
KNIGHT-SWIFT TRA COM 499049104 4,879 101,450 SH   SOLE   101,450 0 0
LYONDELLBASELL INDU-CL A COM B3SPXZ300 4,054 38,960 SH   SOLE   38,960 0 0
MASTERCARD INC-CLASS A COM 57636Q104 1,722 4,837 SH   SOLE   4,837 0 0
MICRON TECHNOLOGY INC COM 595112103 3,929 44,540 SH   SOLE   44,540 0 0
MICROSOFT CORP COM 594918104 14,185 60,166 SH   SOLE   60,166 0 0
MOHAWK INDUSTRIES INC COM 608190104 3,481 18,100 SH   SOLE   18,100 0 0
MOSAIC CO/THE COM 61945C103 3,567 112,850 SH   SOLE   112,850 0 0
NEXTERA ENERGY COM 65339F101 1,717 22,704 SH   SOLE   22,704 0 0
NVIDIA CORP COM 67066G104 1,858 3,480 SH   SOLE   3,480 0 0
OLIN CORP COM 680665205 5,356 141,060 SH   SOLE   141,060 0 0
ONEOK COM 682680103 1,017 20,072 SH   SOLE   20,072 0 0
PROCTER & GAMBLE CO/THE COM 742718109 2,766 20,422 SH   SOLE   20,422 0 0
PUBLIC SERVICE ENTERPRISE GP COM 744573106 358 5,939 SH   SOLE   5,939 0 0
SEMPRA ENERGY COM 816851109 428 3,225 SH   SOLE   3,225 0 0
SOUTHERN CO COM 842587107 745 11,989 SH   SOLE   11,989 0 0
SOUTHERN COPPER CORP COM 84265V105 3,258 48,000 SH   SOLE   48,000 0 0
T-MOBILE US INC COM 872590104 1,044 8,330 SH   SOLE   8,330 0 0
TESLA INC COM 88160R101 3,520 5,270 SH   SOLE   5,270 0 0
UNITEDHEALTH GROUP INC COM 91324P102 2,165 5,820 SH   SOLE   5,820 0 0
UNITI GROUP INC COM 91325V108 577 52,310 SH   SOLE   52,310 0 0
UNIVERSAL HEALTH SERVICES-B COM 913903100 500 3,750 SH   SOLE   3,750 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 3,576 61,498 SH   SOLE   61,498 0 0
VISA COM 92826C839 2,177 10,280 SH   SOLE   10,280 0 0
WALT DISNEY CO/THE COM 254687106 1,897 10,280 SH   SOLE   10,280 0 0
WEC ENERGY GROUP INC COM 92939U106 351 3,750 SH   SOLE   3,750 0 0
WEYERHAEUSER CO COM 962166104 4,915 138,060 SH   SOLE   138,060 0 0
WILLIAMS COS INC COM 969457100 6,298 265,840 SH   SOLE   265,840 0 0
XCEL ENERGY INC COM 98389B100 413 6,213 SH   SOLE   6,213 0 0