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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALCOA CORP COM 013872106   2,776,160 95,532 SH   SOLE   95,532 0 0
ALLIANCE RESOURCE PARTNERS L UT LTD PART 01877R108   16,577,214 735,784 SH   SOLE   735,784 0 0
ALPHA METALLURGICAL RESOUR I COM 020764106   246,744 950 SH   SOLE   950 0 0
ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L203   3,043,880 128,015 SH   SOLE   128,015 0 0
ARCHER DANIELS MIDLAND CO COM 039483102   661,358 8,769 SH   SOLE   8,769 0 0
BARRICK GOLD CORP COM 067901108   1,783,798 90,574 SH   SOLE   90,574 0 0
BHP GROUP LTD SPONSORED ADS 088606108   1,933,408 33,991 SH   SOLE   33,991 0 0
BP PLC SPONSORED ADR 055622104   691,702 129,611 SH   SOLE   129,611 0 0
CENOVUS ENERGY INC COM 15135U109   55,114,891 2,562,586 SH   SOLE   2,562,586 0 0
CHENIERE ENERGY INC COM NEW 16411R208   34,874,005 210,135 SH   SOLE   210,135 0 0
CONOCOPHILLIPS COM 20825C104   2,242,416 18,718 SH   SOLE   18,718 0 0
CORTEVA INC COM 22052L104   1,428,643 27,925 SH   SOLE   27,925 0 0
DARLING INGREDIENTS INC COM 237266101   796,415 15,257 SH   SOLE   15,257 0 0
DOW INC COM 260557103   1,462,448 28,364 SH   SOLE   28,364 0 0
ENBRIDGE INC COM 29250N105   12,866,897 387,571 SH   SOLE   387,571 0 0
ENERGY TRANSFER L P COM UT LTD PTN 29273V100   49,295,022 3,513,544 SH   SOLE   3,513,544 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107   30,729,695 1,122,751 SH   SOLE   1,122,751 0 0
EQUITRANS MIDSTREAM CORP COM 294600101   36,315,178 3,875,686 SH   SOLE   3,875,686 0 0
EXXON MOBIL CORP COM 30231G102   1,411,078 12,001 SH   SOLE   12,001 0 0
FMC CORP COM NEW 302491303   1,122,015 16,754 SH   SOLE   16,754 0 0
FREEPORT-MCMORAN INC CL B 35671D857   2,733,655 73,308 SH   SOLE   73,308 0 0
HALLIBURTON CO COM 406216101   1,268,420 31,319 SH   SOLE   31,319 0 0
INTERNATIONAL PAPER CO COM 460146103   712,238 20,080 SH   SOLE   20,080 0 0
KINDER MORGAN INC DEL COM 49456B101   28,575,879 1,723,515 SH   SOLE   1,723,515 0 0
MARATHON PETE CORP COM 56585A102   35,744,389 236,186 SH   SOLE   236,186 0 0
MOSAIC CO NEW COM 61945C103   428,375 12,033 SH   SOLE   12,033 0 0
MURPHY USA INC COM 626755102   392,990 1,150 SH   SOLE   1,150 0 0
NEWMONT CORP COM 651639106   1,276,512 34,547 SH   SOLE   34,547 0 0
NUCOR CORP COM 670346105   2,358,071 15,082 SH   SOLE   15,082 0 0
NUTRIEN LTD COM 67077M108   3,510,175 41,870 SH   SOLE   41,870 0 0
ONEOK INC NEW COM 682680103   11,299,914 178,148 SH   SOLE   178,148 0 0
PEMBINA PIPELINE CORP COM 706327103   36,869,366 1,212,978 SH   SOLE   1,212,978 0 0
PHILLIPS 66 COM 718546104   37,783,090 314,466 SH   SOLE   314,466 0 0
PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207   44,643,457 2,771,107 SH   SOLE   2,771,107 0 0
POSCO HOLDINGS INC SPONSORED ADR 693483109   1,124,835 10,974 SH   SOLE   10,974 0 0
RIO TINTO PLC SPONSORED ADR 767204100   1,225,006 19,249 SH   SOLE   19,249 0 0
SHELL PLC SPON ADS 780259305   2,218,890 84,761 SH   SOLE   84,761 0 0
SUNCOR ENERGY INC NEW COM 867224107   39,918,305 1,128,581 SH   SOLE   1,128,581 0 0
SUNOCO LP/SUNOCO FIN CORP COM UT REP LP 86765K109   9,021,877 184,308 SH   SOLE   184,308 0 0
TARGA RES CORP COM 87612G101   29,874,106 348,508 SH   SOLE   348,508 0 0
TC ENERGY CORP COM 87807B107   6,310,071 183,379 SH   SOLE   183,379 0 0
TECK RESOURCES LTD CL B 878742204   5,549,452 95,002 SH   SOLE   95,002 0 0
TOTALENERGIES SE SPONSORED ADS 89151E109   1,972,471 29,995 SH   SOLE   29,995 0 0
VALE S A SPONSORED ADS 91912E105   654,938 48,876 SH   SOLE   48,876 0 0
VALERO ENERGY CORP COM 91913Y100   31,834,301 224,644 SH   SOLE   224,644 0 0
VIPER ENERGY PARTNERS LP COM UNT RP INT 92763M105   23,661,672 848,697 SH   SOLE   848,697 0 0
WESTERN MIDSTREAM PARTNERS L COM UNIT LP INT 958669103   32,115,552 1,179,418 SH   SOLE   1,179,418 0 0
WESTLAKE CORPORATION COM 960413102   1,752,736 14,059 SH   SOLE   14,059 0 0
WESTROCK CO COM 96145D105   1,351,701 37,757 SH   SOLE   37,757 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104   915,232 29,851 SH   SOLE   29,851 0 0
WILLIAMS COS INC COM 969457100   28,535,194 846,993 SH   SOLE   846,993 0 0