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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
PEABODY ENGR CORP COM 704551100   90,969,262 3,500,164 SH   SOLE   3,500,164 0 0
CAMECO CORP COM 13321L108   83,598,064 2,108,932 SH   SOLE   2,108,932 0 0
ALLIANCE RESOURCE PARTNERS L UT LTD PART 01877R108   55,094,997 2,445,406 SH   SOLE   2,445,406 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107   53,750,575 1,963,850 SH   SOLE   1,963,850 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   49,166,040 125,200 SH   SOLE   125,200 0 0
STERLING CHECK CORP COM 85917T109   48,447,069 3,838,912 SH   SOLE   3,838,912 0 0
API GROUP CORP COM STK 00187Y100   47,446,455 1,829,790 SH   SOLE   1,829,790 0 0
ISHARES TR CORE S&P500 ETF 464287200   42,203,951 98,279 SH   SOLE   98,279 0 0
SIXTH STREET SPECIALTY LENDI COM 83012A109   38,785,268 1,897,518 SH   SOLE   1,897,518 0 0
ARES CAPITAL CORP COM 04010L103   34,834,575 1,789,141 SH   SOLE   1,789,141 0 0
MPLX LP COM UNIT REP LTD 55336V100   33,363,202 937,959 SH   SOLE   937,959 0 0
PAR TECHNOLOGY CORP COM 698884103   29,835,818 774,152 SH   SOLE   774,152 0 0
ANTERO RESOURCES CORP COM 03674X106   28,227,382 1,112,190 SH   SOLE   1,112,190 0 0
FRANCO NEV CORP COM 351858105   24,601,006 184,291 SH   SOLE   184,291 0 0
TECK RESOURCES LTD CL B 878742204   20,429,271 474,107 SH   SOLE   474,107 0 0
OVINTIV INC COM 69047Q102   17,913,435 376,570 SH   SOLE   376,570 0 0
ENERGY TRANSFER LP COM UT LTD PTN 29273V100   12,730,612 907,385 SH   SOLE   907,385 0 0
RCI HOSPITALITY HLDGS INC COM 74934Q108   9,081,045 149,704 SH   SOLE   149,704 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   8,560,982 24,439 SH   SOLE   24,439 0 0
WARRIOR MET COAL INC COM 93627C101   2,770,324 54,235 SH   SOLE   54,235 0 0
DANIMER SCIENTIFIC INC COM CL A 236272100   1,394,969 673,898 SH   SOLE   673,898 0 0