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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hours per response: 23.8
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   1,971,889 52,194 SH   SOLE   52,194 0 0
ALLIANCE RESOURCE PARTNERS L UT LTD PART 01877R108   30,261,630 1,151,070 SH   SOLE   1,151,070 0 0
ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L203   2,162,212 96,390 SH   SOLE   96,390 0 0
ARCHER DANIELS MIDLAND CO COM 039483102   339,494 6,720 SH   SOLE   6,720 0 0
BARRICK GOLD CORP COM 067901108   2,564,235 137,861 SH   SOLE   137,861 0 0
BHP GROUP LTD SPONSORED ADS 088606108   1,267,139 25,950 SH   SOLE   25,950 0 0
BP PLC SPONSORED ADR 055622104   417,718 105,944 SH   SOLE   105,944 0 0
CAMECO CORP COM 13321L108   346,677 6,746 SH   SOLE   6,746 0 0
CANADIAN NAT RES LTD COM 136385101   1,821,947 59,020 SH   SOLE   59,020 0 0
CENOVUS ENERGY INC COM 15135U109   72,888,747 4,629,912 SH   SOLE   4,629,912 0 0
CF INDS HLDGS INC COM 125269100   627,699 7,357 SH   SOLE   7,357 0 0
CHENIERE ENERGY INC COM NEW 16411R208   79,870,402 371,715 SH   SOLE   371,715 0 0
CHEVRON CORP NEW COM 166764100   3,063,801 21,153 SH   SOLE   21,153 0 0
CONOCOPHILLIPS COM 20825C104   3,216,678 32,436 SH   SOLE   32,436 0 0
CONSTELLATION ENERGY CORP COM 21037T109   393,506 1,759 SH   SOLE   1,759 0 0
CROWN HLDGS INC COM 228368106   533,020 6,446 SH   SOLE   6,446 0 0
DARLING INGREDIENTS INC COM 237266101   965,387 28,655 SH   SOLE   28,655 0 0
DIAMONDBACK ENERGY INC COM 25278X109   1,584,236 9,670 SH   SOLE   9,670 0 0
DOW INC COM 260557103   1,074,722 26,781 SH   SOLE   26,781 0 0
DT MIDSTREAM INC COMMON STOCK 23345M107   33,759,368 339,529 SH   SOLE   339,529 0 0
ENBRIDGE INC COM 29250N105   19,564,535 461,102 SH   SOLE   461,102 0 0
ENERGY TRANSFER L P COM UT LTD PTN 29273V100   92,481,158 4,720,835 SH   SOLE   4,720,835 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107   57,866,820 1,845,243 SH   SOLE   1,845,243 0 0
EOG RES INC COM 26875P101   567,913 4,633 SH   SOLE   4,633 0 0
EXPAND ENERGY CORPORATION COM 165167735   676,641 6,797 SH   SOLE   6,797 0 0
EXXON MOBIL CORP COM 30231G102   5,521,030 51,325 SH   SOLE   51,325 0 0
FMC CORP COM NEW 302491303   622,305 12,802 SH   SOLE   12,802 0 0
FREEPORT-MCMORAN INC CL B 35671D857   2,713,695 71,263 SH   SOLE   71,263 0 0
HALLIBURTON CO COM 406216101   1,928,967 70,944 SH   SOLE   70,944 0 0
HESS CORP COM 42809H107   1,752,274 13,174 SH   SOLE   13,174 0 0
INTERNATIONAL PAPER CO COM 460146103   826,460 15,356 SH   SOLE   15,356 0 0
KINDER MORGAN INC DEL COM 49456B101   51,394,372 1,875,707 SH   SOLE   1,875,707 0 0
MARATHON PETE CORP COM 56585A102   24,421,568 175,065 SH   SOLE   175,065 0 0
MARTIN MARIETTA MATLS INC COM 573284106   520,116 1,007 SH   SOLE   1,007 0 0
MATADOR RES CO COM 576485205   1,657,870 29,468 SH   SOLE   29,468 0 0
MOSAIC CO NEW COM 61945C103   581,514 23,658 SH   SOLE   23,658 0 0
MURPHY USA INC COM 626755102   697,433 1,390 SH   SOLE   1,390 0 0
NEWMONT CORP COM 651639106   1,929,448 51,839 SH   SOLE   51,839 0 0
NUCOR CORP COM 670346105   2,677,911 22,945 SH   SOLE   22,945 0 0
NUTRIEN LTD COM 67077M108   3,056,085 47,560 SH   SOLE   47,560 0 0
ONEOK INC NEW COM 682680103   66,143,922 658,804 SH   SOLE   658,804 0 0
PBF ENERGY INC CL A 69318G106   25,096,095 945,239 SH   SOLE   945,239 0 0
PEMBINA PIPELINE CORP COM 706327103   60,181,977 1,621,868 SH   SOLE   1,621,868 0 0
PHILLIPS 66 COM 718546104   44,813,112 393,339 SH   SOLE   393,339 0 0
PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207   49,780,916 2,702,744 SH   SOLE   2,702,744 0 0
POSCO HOLDINGS INC SPONSORED ADR 693483109   568,016 13,100 SH   SOLE   13,100 0 0
RIO TINTO PLC SPONSORED ADR 767204100   864,742 14,704 SH   SOLE   14,704 0 0
SEALED AIR CORP NEW COM 81211K100   2,037,446 60,226 SH   SOLE   60,226 0 0
SMURFIT WESTROCK PLC SHS G8267P108   1,996,644 37,071 SH   SOLE   37,071 0 0
SOUTH BOW CORP COM 83671M105   993,872 31,628 SH   SOLE   31,628 0 0
SUMMIT MATLS INC CL A 86614U100   331,329 6,548 SH   SOLE   6,548 0 0
SUNCOR ENERGY INC NEW COM 867224107   62,333,069 1,719,856 SH   SOLE   1,719,856 0 0
SUNOCO LP/SUNOCO FIN CORP COM UT REP LP 86765K109   45,723,061 888,862 SH   SOLE   888,862 0 0
TARGA RES CORP COM 87612G101   63,776,265 357,290 SH   SOLE   357,290 0 0
TC ENERGY CORP COM 87807B107   9,414,759 202,334 SH   SOLE   202,334 0 0
TECK RESOURCES LTD CL B 878742204   2,272,125 45,829 SH   SOLE   45,829 0 0
TOTALENERGIES SE SPONSORED ADS 89151E109   776,625 14,250 SH   SOLE   14,250 0 0
VALE S A SPONSORED ADS 91912E105   331,286 37,349 SH   SOLE   37,349 0 0
VALERO ENERGY CORP COM 91913Y100   21,854,242 178,271 SH   SOLE   178,271 0 0
VIPER ENERGY INC CL A 927959106   16,908,050 344,570 SH   SOLE   344,570 0 0
VISTRA CORP COM 92840M102   483,924 3,510 SH   SOLE   3,510 0 0
WESTERN MIDSTREAM PARTNERS L COM UNIT LP INT 958669103   53,716,685 1,397,780 SH   SOLE   1,397,780 0 0
WESTLAKE CORPORATION COM 960413102   1,733,279 15,118 SH   SOLE   15,118 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104   641,004 22,771 SH   SOLE   22,771 0 0
WILLIAMS COS INC COM 969457100   46,111,593 852,025 SH   SOLE   852,025 0 0