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
Alcoa corp COM 013872106 1,112 20,638 SH   SOLE   20,638 0 0
Barrick Gold Corp COM 067901108 193 13,300 SH   SOLE   13,300 0 0
Archer Daniels Midland Co COM 039483102 400 9,977 SH   SOLE   9,977 0 0
Agrium Inc COM 008916108 215 1,867 SH   SOLE   1,867 0 0
Albemarle Corp COM 012653101 327 2,555 SH   SOLE   2,555 0 0
Andeavor COM 03349M105 943 8,250 SH   SOLE   8,250 0 0
Anadarko Pete Corp COM 032511107 1,053 19,629 SH   SOLE   19,629 0 0
Air Prods & Chems Inc COM 009158106 690 4,205 SH   SOLE   4,205 0 0
American Wtr Wks Co Inc New COM 030420103 216 2,361 SH   SOLE   2,361 0 0
Atlantica Yield Ord Shs SHS G0751N103 426 20,090 SH   SOLE   20,090 0 0
BHP Billiton PLC SPONSORED ADR 088606108 967 21,015 SH   SOLE   21,015 0 0
BP PLC SPONSORED ADR 055622104 236 5,610 SH   SOLE   5,610 0 0
Caterpillar Inc Del COM 149123101 920 5,840 SH   SOLE   5,840 0 0
CF Inds Hldgs Inc COM 125269100 705 16,583 SH   SOLE   16,583 0 0
Chesapeake Energy Corp COM 165167107 343 86,565 SH   SOLE   86,565 0 0
Canadian Nat Res LTD COM 136385101 1,070 29,945 SH   SOLE   29,945 0 0
CSX Corp COM 126408103 591 10,750 SH   SOLE   10,750 0 0
Chevron Corp New COM 166764100 815 6,510 SH   SOLE   6,510 0 0
Deere & Co COM 244199105 1,147 7,330 SH   SOLE   7,330 0 0
DowDuPont Inc COM 26078J100 744 10,450 SH   SOLE   10,450 0 0
ENI S P A SPONSORED ADR 26874R108 230 6,920 SH   SOLE   6,920 0 0
Enbridge Inc COM 29250N105 1,106 28,284 SH   SOLE   28,284 0 0
EOG Res Inc COM 26875P101 707 6,555 SH   SOLE   6,555 0 0
Freeport-McMoRan Inc CL B 35671D857 548 28,900 SH   SOLE   28,900 0 0
Goldcorp Inc COM 380956409 210 16,465 SH   SOLE   16,465 0 0
Green Plains Inc COM 393222104 419 24,843 SH   SOLE   24,843 0 0
Halliburton Co COM 406216101 481 9,850 SH   SOLE   9,850 0 0
Intl Paper Co COM 460146103 866 14,951 SH   SOLE   14,951 0 0
Kinder Morgan Inc Del COM 49456B101 185 10,224 SH   SOLE   10,224 0 0
KapStone Paper & Packaging C COM 48562P103 578 25,472 SH   SOLE   25,472 0 0
Kansas City Southern COM NEW 485170302 640 6,086 SH   SOLE   6,086 0 0
Cheniere Energy Inc COM NEW 16411R208 290 5,378 SH   SOLE   5,378 0 0
LyondellBasell Industries N SHS - A - N53745100 949 8,605 SH   SOLE   8,605 0 0
Mondelez Intl Inc CL A 609207105 559 13,064 SH   SOLE   13,064 0 0
Macquarie Infrastructure Cor COM 55608B105 470 7,335 SH   SOLE   7,335 0 0
Marathon Pete Corp COM 56585A102 767 11,630 SH   SOLE   11,630 0 0
ArcelorMittal SA Luxembourg NY REGISTRY SH 03938L203 818 25,308 SH   SOLE   25,308 0 0
Nabors Industries Ltd SHS 629568106 417 61,010 SH   SOLE   61,010 0 0
Newmont Mining Corp COM 651639106 486 12,955 SH   SOLE   12,955 0 0
Nucor Corp COM 670346105 218 3,430 SH   SOLE   3,430 0 0
Petroleo Brasileiro SA Petro SPONSORED ADR 71654V408 146 14,185 SH   SOLE   14,185 0 0
Packaging Corp Amer COM 695156109 4,519 3,749 SH   SOLE   3,749 0 0
Potash Corp Sask Inc COM 73755L107 277 13,431 SH   SOLE   13,431 0 0
Pioneer Nat Res Co COM 723787107 1,065 6,160 SH   SOLE   6,160 0 0
Royal Dutch Shell PLC SPONS ADR A 780259206 871 13,055 SH   SOLE   13,055 0 0
Rio Tinto PLC SPONSORED ADR 767204100 709 13,400 SH   SOLE   13,400 0 0
Southern Copper Corp COM 84265V105 356 7,515 SH   SOLE   7,515 0 0
Semgroup Corp CL A 81663A105 219 7,245 SH   SOLE   7,245 0 0
Sherwin Williams Co COM 824348106 205 500 SH   SOLE   500 0 0
Schlumberger Ltd COM 806857108 955 14,177 SH   SOLE   14,177 0 0
Steel Dynamics Inc COM 858119100 396 9,185 SH   SOLE   9,185 0 0
Suncor Energy Inc New COM 867224107 1,650 44,920 SH   SOLE   44,920 0 0
Total S A SPONSORED ADR 89151E109 1,290 23,328 SH   SOLE   23,328 0 0
Transcanada Corp COM 89353D107 1,201 34,683 SH   SOLE   34,683 0 0
Tyson Foods Inc CL A 902494103 248 3,055 SH   SOLE   3,055 0 0
Ultrapar Participacoes S A SP ADR REP COM 90400P101 377 16,575 SH   SOLE   16,575 0 0
Vale S A ADR 91912E105 820 67,075 SH   SOLE   67,075 0 0
Vulcan Matls Co COM 929160109 390 3,035 SH   SOLE   3,035 0 0
Williams Cos Inc Del COM 969457100 567 18,605 SH   SOLE   18,605 0 0
Westrock Co COM 96145D105 760 12,024 SH   SOLE   12,024 0 0
Weyerhaeuser Co COM 962166104 1,131 32,071 SH   SOLE   32,071 0 0
United States STL CORP NEW COM 912909108 1,109 31,500 SH   SOLE   31,500 0 0
Exxon Mobil Corp COM 30231G102 337 4,025 SH   SOLE   4,025 0 0
Zoetis Inc CL A 98978V103 447 6,209 SH   SOLE   6,209 0 0