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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   2,906,582 86,019 SH   SOLE   86,019 0 0
ALLIANCE RESOURCE PARTNERS L UT LTD PART 01877R108   20,606,267 1,027,744 SH   SOLE   1,027,744 0 0
ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L203   2,454,334 96,397 SH   SOLE   96,397 0 0
ARCHER DANIELS MIDLAND CO COM 039483102   495,822 7,894 SH   SOLE   7,894 0 0
BARRICK GOLD CORP COM 067901108   1,681,980 74,818 SH   SOLE   74,818 0 0
BHP GROUP LTD SPONSORED ADS 088606108   1,765,256 30,599 SH   SOLE   30,599 0 0
BP PLC SPONSORED ADR 055622104   586,857 118,080 SH   SOLE   118,080 0 0
CENOVUS ENERGY INC COM 15135U109   62,147,391 3,032,684 SH   SOLE   3,032,684 0 0
CHENIERE ENERGY INC COM NEW 16411R208   42,221,118 261,961 SH   SOLE   261,961 0 0
CONOCOPHILLIPS COM 20825C104   2,146,195 16,862 SH   SOLE   16,862 0 0
DARLING INGREDIENTS INC COM 237266101   770,066 16,557 SH   SOLE   16,557 0 0
DOW INC COM 260557103   1,826,707 31,533 SH   SOLE   31,533 0 0
ENBRIDGE INC COM 29250N105   14,106,444 389,897 SH   SOLE   389,897 0 0
ENERGY TRANSFER L P COM UT LTD PTN 29273V100   60,479,333 3,844,840 SH   SOLE   3,844,840 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107   35,503,627 1,216,711 SH   SOLE   1,216,711 0 0
EQUITRANS MIDSTREAM CORP COM 294600101   58,445,431 4,679,378 SH   SOLE   4,679,378 0 0
EXXON MOBIL CORP COM 30231G102   1,257,484 10,818 SH   SOLE   10,818 0 0
FMC CORP COM NEW 302491303   960,915 15,085 SH   SOLE   15,085 0 0
FREEPORT-MCMORAN INC CL B 35671D857   3,104,637 66,028 SH   SOLE   66,028 0 0
HALLIBURTON CO COM 406216101   1,112,551 28,223 SH   SOLE   28,223 0 0
INTERNATIONAL PAPER CO COM 460146103   705,326 18,076 SH   SOLE   18,076 0 0
KINDER MORGAN INC DEL COM 49456B101   34,041,443 1,856,131 SH   SOLE   1,856,131 0 0
MARATHON PETE CORP COM 56585A102   35,016,267 173,778 SH   SOLE   173,778 0 0
MOSAIC CO NEW COM 61945C103   351,607 10,832 SH   SOLE   10,832 0 0
MURPHY USA INC COM 626755102   482,080 1,150 SH   SOLE   1,150 0 0
NEWMONT CORP COM 651639106   1,115,126 31,114 SH   SOLE   31,114 0 0
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106   210,560 7,000 SH   SOLE   7,000 0 0
NUCOR CORP COM 670346105   2,688,274 13,584 SH   SOLE   13,584 0 0
NUTRIEN LTD COM 67077M108   3,875,892 52,691 SH   SOLE   52,691 0 0
ONEOK INC NEW COM 682680103   48,099,755 599,972 SH   SOLE   599,972 0 0
PEMBINA PIPELINE CORP COM 706327103   50,643,357 1,421,035 SH   SOLE   1,421,035 0 0
PHILLIPS 66 COM 718546104   49,881,423 305,384 SH   SOLE   305,384 0 0
PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207   50,617,634 2,773,569 SH   SOLE   2,773,569 0 0
POSCO HOLDINGS INC SPONSORED ADR 693483109   774,711 9,879 SH   SOLE   9,879 0 0
RIO TINTO PLC SPONSORED ADR 767204100   1,104,487 17,328 SH   SOLE   17,328 0 0
SHELL PLC SPON ADS 780259305   2,027,109 77,082 SH   SOLE   77,082 0 0
SUNCOR ENERGY INC NEW COM 867224107   53,939,748 1,435,488 SH   SOLE   1,435,488 0 0
SUNOCO LP/SUNOCO FIN CORP COM UT REP LP 86765K109   12,348,296 204,815 SH   SOLE   204,815 0 0
TARGA RES CORP COM 87612G101   39,791,391 355,312 SH   SOLE   355,312 0 0
TC ENERGY CORP COM 87807B107   7,357,602 183,022 SH   SOLE   183,022 0 0
TECK RESOURCES LTD CL B 878742204   5,298,254 85,530 SH   SOLE   85,530 0 0
TOTALENERGIES SE SPONSORED ADS 89151E109   1,171,555 17,021 SH   SOLE   17,021 0 0
VALE S A SPONSORED ADS 91912E105   536,360 44,000 SH   SOLE   44,000 0 0
VALERO ENERGY CORP COM 91913Y100   29,222,128 171,200 SH   SOLE   171,200 0 0
VIPER ENERGY INC CL A 927959106   34,063,868 885,696 SH   SOLE   885,696 0 0
WESTERN MIDSTREAM PARTNERS L COM UNIT LP INT 958669103   46,078,310 1,296,155 SH   SOLE   1,296,155 0 0
WESTLAKE CORPORATION COM 960413102   1,552,601 10,161 SH   SOLE   10,161 0 0
WESTROCK CO COM 96145D105   939,698 19,003 SH   SOLE   19,003 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104   964,974 26,872 SH   SOLE   26,872 0 0
WILLIAMS COS INC COM 969457100   33,064,174 848,452 SH   SOLE   848,452 0 0