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   3,324,375 83,569 SH   SOLE   83,569 0 0
ALLIANCE RESOURCE PARTNERS L UT LTD PART 01877R108   26,377,273 1,078,384 SH   SOLE   1,078,384 0 0
ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L203   2,020,902 94,537 SH   SOLE   94,537 0 0
ARCHER DANIELS MIDLAND CO COM 039483102   465,102 7,694 SH   SOLE   7,694 0 0
BARRICK GOLD CORP COM 067901108   1,656,067 72,746 SH   SOLE   72,746 0 0
BHP GROUP LTD SPONSORED ADS 088606108   1,695,516 29,699 SH   SOLE   29,699 0 0
BP PLC SPONSORED ADR 055622104   554,274 116,022 SH   SOLE   116,022 0 0
CENOVUS ENERGY INC COM 15135U109   73,752,314 3,674,210 SH   SOLE   3,674,210 0 0
CF INDS HLDGS INC COM 125269100   624,387 8,424 SH   SOLE   8,424 0 0
CHENIERE ENERGY INC COM NEW 16411R208   62,981,633 360,245 SH   SOLE   360,245 0 0
CONOCOPHILLIPS COM 20825C104   1,872,057 16,367 SH   SOLE   16,367 0 0
DARLING INGREDIENTS INC COM 237266101   811,771 22,089 SH   SOLE   22,089 0 0
DOW INC COM 260557103   1,630,333 30,732 SH   SOLE   30,732 0 0
DT MIDSTREAM INC COMMON STOCK 23345M107   21,216,874 298,703 SH   SOLE   298,703 0 0
ENBRIDGE INC COM 29250N105   16,237,573 456,244 SH   SOLE   456,244 0 0
ENERGY TRANSFER L P COM UT LTD PTN 29273V100   68,799,368 4,241,638 SH   SOLE   4,241,638 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107   45,045,903 1,554,379 SH   SOLE   1,554,379 0 0
EQUITRANS MIDSTREAM CORP COM 294600101   21,900,349 1,687,238 SH   SOLE   1,687,238 0 0
EXXON MOBIL CORP COM 30231G102   1,221,999 10,615 SH   SOLE   10,615 0 0
FMC CORP COM NEW 302491303   843,856 14,663 SH   SOLE   14,663 0 0
FREEPORT-MCMORAN INC CL B 35671D857   2,093,202 43,070 SH   SOLE   43,070 0 0
HALLIBURTON CO COM 406216101   926,754 27,435 SH   SOLE   27,435 0 0
INTERNATIONAL PAPER CO COM 460146103   758,620 17,581 SH   SOLE   17,581 0 0
KINDER MORGAN INC DEL COM 49456B101   37,735,832 1,899,136 SH   SOLE   1,899,136 0 0
MARATHON PETE CORP COM 56585A102   25,875,062 149,153 SH   SOLE   149,153 0 0
MOSAIC CO NEW COM 61945C103   781,485 27,041 SH   SOLE   27,041 0 0
MURPHY USA INC COM 626755102   539,879 1,150 SH   SOLE   1,150 0 0
NEWMONT CORP COM 651639106   1,265,479 30,224 SH   SOLE   30,224 0 0
NUCOR CORP COM 670346105   2,084,759 13,188 SH   SOLE   13,188 0 0
NUTRIEN LTD COM 67077M108   3,768,238 54,138 SH   SOLE   54,138 0 0
ONEOK INC NEW COM 682680103   56,461,877 692,359 SH   SOLE   692,359 0 0
PEMBINA PIPELINE CORP COM 706327103   59,654,406 1,596,628 SH   SOLE   1,596,628 0 0
PHILLIPS 66 COM 718546104   46,951,730 332,590 SH   SOLE   332,590 0 0
PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207   52,131,219 2,768,569 SH   SOLE   2,768,569 0 0
POSCO HOLDINGS INC SPONSORED ADR 693483109   630,249 9,587 SH   SOLE   9,587 0 0
RIO TINTO PLC SPONSORED ADR 767204100   1,109,866 16,834 SH   SOLE   16,834 0 0
SHELL PLC SPON ADS 780259305   2,169,754 153,277 SH   SOLE   153,277 0 0
SUNCOR ENERGY INC NEW COM 867224107   56,734,292 1,462,914 SH   SOLE   1,462,914 0 0
SUNOCO LP/SUNOCO FIN CORP COM UT REP LP 86765K109   37,802,248 668,593 SH   SOLE   668,593 0 0
TARGA RES CORP COM 87612G101   46,807,023 363,465 SH   SOLE   363,465 0 0
TC ENERGY CORP COM 87807B107   6,958,264 183,595 SH   SOLE   183,595 0 0
TECK RESOURCES LTD CL B 878742204   5,456,292 83,366 SH   SOLE   83,366 0 0
TOTALENERGIES SE SPONSORED ADS 89151E109   1,100,353 16,502 SH   SOLE   16,502 0 0
VALE S A SPONSORED ADS 91912E105   477,562 42,754 SH   SOLE   42,754 0 0
VALERO ENERGY CORP COM 91913Y100   23,837,709 152,065 SH   SOLE   152,065 0 0
VIPER ENERGY INC CL A 927959106   30,502,245 812,743 SH   SOLE   812,743 0 0
WESTERN MIDSTREAM PARTNERS L COM UNIT LP INT 958669103   52,679,199 1,325,930 SH   SOLE   1,325,930 0 0
WESTLAKE CORPORATION COM 960413102   1,431,256 9,883 SH   SOLE   9,883 0 0
WESTROCK CO COM 96145D105   929,056 18,485 SH   SOLE   18,485 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104   740,184 26,072 SH   SOLE   26,072 0 0
WILLIAMS COS INC COM 969457100   36,517,063 859,225 SH   SOLE   859,225 0 0