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

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COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
ALPHABET INC-CL ACOM02079K3055,2012,130SH SOLE 2,13000
ALPHABET INC-CL CCOM02079K1075,0932,032SH SOLE 2,03200
AMAZON.COM INCCOM0231351069,5982,790SH SOLE 2,79000
AMERICAN ELECTRIC POWERCOM0255371014615,450SH SOLE 5,45000
AMERICAN WATER WORKS CO INCCOM0304201033071,990SH SOLE 1,99000
APA CORPORATIONCOM03743Q1085,129237,120SH SOLE 237,12000
APPLE INCCOM03783310014,200103,680SH SOLE 103,68000
APPLIED MATERIALS INCCOM0382221053,31823,300SH SOLE 23,30000
ARCHER-DANIELS-MIDLAND COCOM0394831023,64860,190SH SOLE 60,19000
AT&T INCCOM00206R1023,008104,502SH SOLE 104,50200
BARRICK GOLD CORPCOM2024677004,145200,420SH SOLE 200,42000
BERKSHIRE HATHAWAY BCOM0846707022,96510,670SH SOLE 10,67000
BUNGECOM2788713004,34055,540SH SOLE 55,54000
CHENIERE ENERGY INCCOM16411R20886710,000SH SOLE 10,00000
CHEVRON CORPCOM1667641004,57643,690SH SOLE 43,69000
CIA SANEAMENTO BASICO DE - ADRCOM20441A10264186,600SH SOLE 86,60000
CIMAREX ENERGY COCOM1717981013,27045,130SH SOLE 45,13000
CORTEVA INCCOM22052L1043,36775,910SH SOLE 75,91000
DOMINION ENERGYCOM25746U1096679,069SH SOLE 9,06900
DTE ENERGY COMPANYCOM2333311072842,190SH SOLE 2,19000
DUKE ENERGY CORPCOM26441C2048368,469SH SOLE 8,46900
EASTMAN CHEMICAL COMPANYCOM2774321003,24027,750SH SOLE 27,75000
ENEL AMERICAS ADRCOM29274F10469295,800SH SOLE 95,80000
EQT CORPCOM26884L1093,654164,130SH SOLE 164,13000
EVERSOURCE ENERGYCOM30040W1082963,687SH SOLE 3,68700
EXELON CORPCOM30161N10150111,298SH SOLE 11,29800
EXXON MOBIL CORPCOM30231G1027,208114,270SH SOLE 114,27000
FACEBOOKCOM30303M1025,02814,459SH SOLE 14,45900
FREEPORT-MCMORAN COPPERCOM35671D8573,00580,970SH SOLE 80,97000
HCA HOLDINGS INCCOM40412C1012,48011,997SH SOLE 11,99700
JOHNSON & JOHNSONCOM4781601042,23713,580SH SOLE 13,58000
JPMORGAN CHASE & COCOM46625H1002,50716,120SH SOLE 16,12000
KINDER MORGAN INCCOM49456B1017,246397,496SH SOLE 397,49600
KNIGHT-SWIFT TRACOM4990491043,83084,240SH SOLE 84,24000
L3HARRIS TECHCOM5024311092,97213,750SH SOLE 13,75000
LYONDELLBASELL INDU-CL ACOMB3SPXZ3003,24031,500SH SOLE 31,50000
MICRON TECHNOLOGY INCCOM5951121033,06136,020SH SOLE 36,02000
MICROSOFT CORPCOM59491810413,17848,646SH SOLE 48,64600
MOHAWK INDUSTRIES INCCOM6081901042,81414,640SH SOLE 14,64000
MOSAIC CO/THECOM61945C1032,94392,230SH SOLE 92,23000
NEXTERA ENERGYCOM65339F1011,61222,004SH SOLE 22,00400
NVIDIA CORPCOM67066G1042,3842,980SH SOLE 2,98000
OLIN CORPCOM6806652054,779103,300SH SOLE 103,30000
ONEOKCOM6826801031,09119,602SH SOLE 19,60200
PACCAR INCCOM6937181082,92032,720SH SOLE 32,72000
PUBLIC SERVICE ENTERPRISE GPCOM7445731063275,479SH SOLE 5,47900
SEMPRA ENERGYCOM8168511094013,025SH SOLE 3,02500
SOUTHERN COCOM84258710769511,489SH SOLE 11,48900
SOUTHERN COPPER CORPCOM84265V1052,81143,700SH SOLE 43,70000
T-MOBILE US INCCOM8725901041,3619,400SH SOLE 9,40000
TESLA INCCOM88160R1012,7874,100SH SOLE 4,10000
TEXTRON INCCOM8832031013,03344,110SH SOLE 44,11000
UNITEDHEALTH GROUP INCCOM91324P1021,8864,710SH SOLE 4,71000
UNITI GROUP INCCOM91325V10855452,310SH SOLE 52,31000
UNIVERSAL HEALTH SERVICES-BCOM9139031005103,480SH SOLE 3,48000
VERIZON COMMUNICATIONS INCCOM92343V1043,59164,098SH SOLE 64,09800
VISACOM92826C8391,9418,300SH SOLE 8,30000
WEC ENERGY GROUP INCCOM92939U1063233,630SH SOLE 3,63000
WESTERN DIGITAL CORPCOM9581021053,37347,390SH SOLE 47,39000
WEYERHAEUSER COCOM9621661043,843111,650SH SOLE 111,65000
WILLIAMS COS INCCOM9694571006,096229,600SH SOLE 229,60000
XCEL ENERGY INCCOM98389B1003865,863SH SOLE 5,86300