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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
APA Corp (US) COM 03743Q108 13,118 375,873 SH   SOLE   375,873 0 0
AT&T Inc COM 00206R102 2,591 123,595 SH   SOLE   123,595 0 0
Abbvie Inc COM 00287Y109 2,969 19,388 SH   SOLE   19,388 0 0
Agnico Eagle Mines Ltd COM 008474108 10,164 222,107 SH   SOLE   222,107 0 0
Alibaba Group Holding Ltd COM 01609W102 12,428 109,322 SH   SOLE   109,322 0 0
Allegheny Technologies Inc COM 01741R102 7,364 324,245 SH   SOLE   324,245 0 0
Alphabet Inc COM 02079K305 14,254 6,529 SH   SOLE   6,529 0 0
Altria Group Inc COM 02209S103 6,358 152,213 SH   SOLE   152,213 0 0
Amazon.com Inc COM 023135106 8,146 76,693 SH   SOLE   76,693 0 0
American Electric Power Company Inc COM 025537101 523 5,455 SH   SOLE   5,455 0 0
American Water Works Company Inc COM 030420103 264 1,776 SH   SOLE   1,776 0 0
Apple Inc COM 037833100 21,009 153,663 SH   SOLE   153,663 0 0
Archer-Daniels-Midland Co COM 039483102 6,331 81,582 SH   SOLE   81,582 0 0
BHP Group Ltd COM 088606108 7,493 133,378 SH   SOLE   133,378 0 0
Bank of America Corp COM 060505104 2,418 77,679 SH   SOLE   77,679 0 0
Berkshire Hathaway Inc COM 084670702 5,386 19,728 SH   SOLE   19,728 0 0
Bunge Ltd COM G16962105 7,157 78,915 SH   SOLE   78,915 0 0
CF Industries Holdings Inc COM 125269100 11,118 129,687 SH   SOLE   129,687 0 0
Cheniere Energy Inc COM 16411R208 1,325 9,962 SH   SOLE   9,962 0 0
Chevron Corp COM 166764100 15,407 106,420 SH   SOLE   106,420 0 0
Coca-Cola Co COM 191216100 2,792 44,384 SH   SOLE   44,384 0 0
Consolidated Edison Inc COM 209115104 352 3,701 SH   SOLE   3,701 0 0
Corteva Inc COM 22052L104 12,427 229,528 SH   SOLE   229,528 0 0
DTE Energy Co COM 233331107 267 2,110 SH   SOLE   2,110 0 0
Dominion Energy Inc COM 25746U109 713 8,931 SH   SOLE   8,931 0 0
Duke Energy Corp COM 26441C204 907 8,459 SH   SOLE   8,459 0 0
EQT Corp COM 26884L109 13,721 398,869 SH   SOLE   398,869 0 0
Edison International COM 281020107 259 4,091 SH   SOLE   4,091 0 0
Eli Lilly and Co COM 532457108 2,905 8,960 SH   SOLE   8,960 0 0
Eversource Energy COM 30040W108 312 3,690 SH   SOLE   3,690 0 0
Exelon Corp COM 30161N101 476 10,496 SH   SOLE   10,496 0 0
Exxon Mobil Corp COM 30231G102 18,018 210,392 SH   SOLE   210,392 0 0
FMC Corp COM 302491303 8,151 76,171 SH   SOLE   76,171 0 0
SPDR Gold Trust COM 78463V107 1,648 2,917 SH Call SOLE   2,917 0 0
Gilead Sciences Inc COM 375558103 8,468 137,008 SH   SOLE   137,008 0 0
HCA Healthcare Inc COM 40412C101 1,473 8,767 SH   SOLE   8,767 0 0
Home Depot Inc COM 437076102 2,874 10,477 SH   SOLE   10,477 0 0
International Flavors & Fragrances Inc COM 459506101 7,814 65,595 SH   SOLE   65,595 0 0
JPMorgan Chase & Co COM 46625H100 3,529 31,334 SH   SOLE   31,334 0 0
Johnson & Johnson COM 478160104 4,961 27,947 SH   SOLE   27,947 0 0
Kinder Morgan Inc COM 49456B101 1,858 110,866 SH   SOLE   110,866 0 0
Kraft Heinz Co COM 500754106 5,905 154,822 SH   SOLE   154,822 0 0
Mastercard Inc COM 57636Q104 2,737 8,677 SH   SOLE   8,677 0 0
Merck & Co Inc COM 58933Y105 2,621 28,751 SH   SOLE   28,751 0 0
Meta Platforms Inc COM 30303M102 1,611 9,993 SH   SOLE   9,993 0 0
Microsoft Corp COM 594918104 18,819 73,275 SH   SOLE   73,275 0 0
Mosaic Co COM 61945C103 10,660 225,707 SH   SOLE   225,707 0 0
NVIDIA Corp COM 67066G104 1,869 12,331 SH   SOLE   12,331 0 0
Nextera Energy Inc COM 65339F101 1,701 21,956 SH   SOLE   21,956 0 0
ONEOK Inc COM 682680103 1,047 18,860 SH   SOLE   18,860 0 0
Peabody Energy Corp COM 704551100 6,581 308,545 SH   SOLE   308,545 0 0
PepsiCo Inc COM 713448108 2,582 15,492 SH   SOLE   15,492 0 0
Pfizer Inc COM 717081103 3,207 61,173 SH   SOLE   61,173 0 0
Pilgrims Pride Corp COM 72147K108 9,236 295,750 SH   SOLE   295,750 0 0
Procter & Gamble Co COM 742718109 3,767 26,198 SH   SOLE   26,198 0 0
Public Service Enterprise Group Inc COM 744573106 347 5,486 SH   SOLE   5,486 0 0
Range Resources Corp COM 75281A109 10,241 413,758 SH   SOLE   413,758 0 0
Sempra Energy COM 816851109 535 3,562 SH   SOLE   3,562 0 0
Sibanye Stillwater Ltd COM 82575P107 5,635 565,217 SH   SOLE   565,217 0 0
Southern Co COM 842587107 817 11,452 SH   SOLE   11,452 0 0
T-Mobile US Inc COM 872590104 1,378 10,240 SH   SOLE   10,240 0 0
Targa Resources Corp COM 87612G101 468 7,851 SH   SOLE   7,851 0 0
Teck Resources Ltd COM 878742204 8,584 280,808 SH   SOLE   280,808 0 0
Tesla Inc COM 88160R101 3,944 5,856 SH   SOLE   5,856 0 0
UnitedHealth Group Inc COM 91324P102 5,136 10,000 SH   SOLE   10,000 0 0
Universal Health Services Inc COM 913903100 247 2,452 SH   SOLE   2,452 0 0
Verizon Communications Inc COM 92343V104 3,681 72,531 SH   SOLE   72,531 0 0
Visa Inc COM 92826C839 3,346 16,995 SH   SOLE   16,995 0 0
WEC Energy Group Inc COM 92939U106 335 3,333 SH   SOLE   3,333 0 0
Williams Companies Inc COM 969457100 10,010 320,716 SH   SOLE   320,716 0 0
Xcel Energy Inc COM 98389B100 415 5,870 SH   SOLE   5,870 0 0