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 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
ALPHABET INC CAP STK CL A 02079K305 2,836 2,000 SH   SOLE   2,000 0 0
ALPS ETF TR ALERIAN MLP 00162Q452 2,728 110,562 SH   SOLE   110,562 0 0
AT&T INC COM 00206R102 6,005 198,637 SH   SOLE   198,637 0 0
BK OF AMERICA CORP COM 060505104 3,135 132,000 SH   SOLE   132,000 0 0
BUNGE LIMITED COM G16962105 617 15,000 SH   SOLE   15,000 0 0
CANADIAN NAT RES LTD COM 136385101 1,321 75,800 SH   SOLE   75,800 0 0
CENTURYLINK INC COM 156700106 5,010 499,533 SH   SOLE   499,533 0 0
CF INDS HLDGS INC COM 125269100 4,048 143,866 SH   SOLE   143,866 0 0
CHINA MOBILE LIMITED SPONSORED ADR 16941M109 336 10,000 SH   SOLE   10,000 0 0
CLEARWAY ENERGY INC CL C 18539C204 1,153 50,000 SH   SOLE   50,000 0 0
DXC TECHNOLOGY CO COM 23355L106 1,556 94,300 SH   SOLE   94,300 0 0
FACEBOOK INC CL A 30303M102 1,181 5,200 SH   SOLE   5,200 0 0
FIRST SOLAR INC COM 336433107 590 11,918 SH   SOLE   11,918 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 483 4,000 SH   SOLE   4,000 0 0
JPMORGAN CHASE & CO COM 46625H100 2,869 30,500 SH   SOLE   30,500 0 0
MARATHON PETE CORP COM 56585A102 1,159 31,000 SH   SOLE   31,000 0 0
MICRON TECHNOLOGY INC COM 595112103 4,276 83,000 SH   SOLE   83,000 0 0
MYLAN NV SHS EURO N59465109 3,457 214,999 SH   SOLE   214,999 0 0
NUTRIEN LTD COM 67077M108 2,552 79,500 SH   SOLE   79,500 0 0
TELUS CORPORATION COM 87971M103 1,105 65,865 SH   SOLE   65,865 0 0
TRONOX HOLDINGS PLC SHS G9087Q102 2,401 332,600 SH   SOLE   332,600 0 0
TWITTER INC COM 90184L102 238 8,000 SH   SOLE   8,000 0 0
UNITED AIRLS HLDGS INC COM 910047109 381 11,000 SH   SOLE   11,000 0 0
VENATOR MATLS PLC SHS G9329Z100 81 45,394 SH   SOLE   45,394 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 1,871 33,941 SH   SOLE   33,941 0 0
VIACOMCBS INC CL B 92556H206 1,131 48,506 SH   SOLE   48,506 0 0
WELLS FARGO CO NEW COM 949746101 1,920 75,000 SH   SOLE   75,000 0 0