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
ALBEMARLE CORP COM 012653101   1,096,144 15,220 SH   SOLE   15,220 0 0
ALCOA CORP COM 013872106   1,625,376 53,291 SH   SOLE   53,291 0 0
ALLIANCE RESOURCE PARTNERS L UT LTD PART 01877R108   36,006,872 1,319,900 SH   SOLE   1,319,900 0 0
ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L203   1,405,206 53,072 SH   SOLE   53,072 0 0
ARCHER DANIELS MIDLAND CO COM 039483102   340,487 7,092 SH   SOLE   7,092 0 0
BARRICK GOLD CORP COM 067901108   5,086,794 215,128 SH   SOLE   215,128 0 0
BHP GROUP LTD SPONSORED ADS 088606108   1,329,268 27,385 SH   SOLE   27,385 0 0
BP PLC SPONSORED ADR 055622104   489,198 111,818 SH   SOLE   111,818 0 0
CAMECO CORP COM 13321L108   277,665 6,746 SH   SOLE   6,746 0 0
CANADIAN NAT RES LTD COM 136385101   1,817,816 59,020 SH   SOLE   59,020 0 0
CENOVUS ENERGY INC COM 15135U109   70,830,572 4,897,021 SH   SOLE   4,897,021 0 0
CF INDS HLDGS INC COM 125269100   606,757 7,764 SH   SOLE   7,764 0 0
CHENIERE ENERGY INC COM NEW 16411R208   86,187,707 372,462 SH   SOLE   372,462 0 0
CHEVRON CORP NEW COM 166764100   3,538,685 21,153 SH   SOLE   21,153 0 0
CONOCOPHILLIPS COM 20825C104   3,488,239 33,215 SH   SOLE   33,215 0 0
CONSTELLATION ENERGY CORP COM 21037T109   434,109 2,153 SH   SOLE   2,153 0 0
CROWN HLDGS INC COM 228368106   575,370 6,446 SH   SOLE   6,446 0 0
DARLING INGREDIENTS INC COM 237266101   995,619 31,870 SH   SOLE   31,870 0 0
DIAMONDBACK ENERGY INC COM 25278X109   1,546,040 9,670 SH   SOLE   9,670 0 0
DOW INC COM 260557103   986,909 28,262 SH   SOLE   28,262 0 0
DT MIDSTREAM INC COMMON STOCK 23345M107   33,785,173 350,178 SH   SOLE   350,178 0 0
ENBRIDGE INC COM 29250N105   20,539,535 463,550 SH   SOLE   463,550 0 0
ENERGY TRANSFER L P COM UT LTD PTN 29273V100   87,842,100 4,725,234 SH   SOLE   4,725,234 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107   58,834,042 1,723,317 SH   SOLE   1,723,317 0 0
EOG RES INC COM 26875P101   594,136 4,633 SH   SOLE   4,633 0 0
EXPAND ENERGY CORPORATION COM 165167735   1,073,904 9,647 SH   SOLE   9,647 0 0
EXXON MOBIL CORP COM 30231G102   6,199,940 52,131 SH   SOLE   52,131 0 0
FMC CORP COM NEW 302491303   569,987 13,510 SH   SOLE   13,510 0 0
FREEPORT-MCMORAN INC CL B 35671D857   2,776,350 73,332 SH   SOLE   73,332 0 0
HALLIBURTON CO COM 406216101   1,833,338 72,264 SH   SOLE   72,264 0 0
HESS CORP COM 42809H107   2,722,119 17,042 SH   SOLE   17,042 0 0
KINDER MORGAN INC DEL COM 49456B101   53,799,763 1,885,726 SH   SOLE   1,885,726 0 0
MARATHON PETE CORP COM 56585A102   26,865,090 184,399 SH   SOLE   184,399 0 0
MARTIN MARIETTA MATLS INC COM 573284106   481,477 1,007 SH   SOLE   1,007 0 0
MATADOR RES CO COM 576485205   1,523,402 29,818 SH   SOLE   29,818 0 0
MOSAIC CO NEW COM 61945C103   674,089 24,957 SH   SOLE   24,957 0 0
MURPHY USA INC COM 626755102   859,752 1,830 SH   SOLE   1,830 0 0
NEWMONT CORP COM 651639106   3,697,620 76,587 SH   SOLE   76,587 0 0
NUCOR CORP COM 670346105   2,541,821 21,122 SH   SOLE   21,122 0 0
NUTRIEN LTD COM 67077M108   3,571,979 50,060 SH   SOLE   50,060 0 0
ONEOK INC NEW COM 682680103   67,206,568 677,349 SH   SOLE   677,349 0 0
PBF ENERGY INC CL A 69318G106   27,940,410 1,463,615 SH   SOLE   1,463,615 0 0
PEMBINA PIPELINE CORP COM 706327103   79,638,676 1,982,211 SH   SOLE   1,982,211 0 0
PHILLIPS 66 COM 718546104   51,320,017 415,614 SH   SOLE   415,614 0 0
PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207   57,719,077 2,700,980 SH   SOLE   2,700,980 0 0
POSCO HOLDINGS INC SPONSORED ADR 693483109   1,185,921 24,951 SH   SOLE   24,951 0 0
RIO TINTO PLC SPONSORED ADR 767204100   932,261 15,517 SH   SOLE   15,517 0 0
SEALED AIR CORP NEW COM 81211K100   2,596,752 89,853 SH   SOLE   89,853 0 0
SHELL PLC SPON ADS 780259305   1,455,292 52,088 SH   SOLE   52,088 0 0
SMURFIT WESTROCK PLC SHS G8267P108   530,807 11,780 SH   SOLE   11,780 0 0
SUNCOR ENERGY INC NEW COM 867224107   70,323,605 1,787,491 SH   SOLE   1,787,491 0 0
SUNOCO LP/SUNOCO FIN CORP COM UT REP LP 86765K109   54,161,968 932,862 SH   SOLE   932,862 0 0
TARGA RES CORP COM 87612G101   71,709,923 357,709 SH   SOLE   357,709 0 0
TC ENERGY CORP COM 87807B107   10,569,884 223,890 SH   SOLE   223,890 0 0
TECK RESOURCES LTD CL B 878742204   2,110,025 47,097 SH   SOLE   47,097 0 0
TOTALENERGIES SE SPONSORED ADS 89151E109   972,808 15,038 SH   SOLE   15,038 0 0
UNITED STATES STL CORP NEW COM 912909108   1,402,018 33,176 SH   SOLE   33,176 0 0
VALE S A SPONSORED ADS 91912E105   392,982 39,377 SH   SOLE   39,377 0 0
VALERO ENERGY CORP COM 91913Y100   23,689,000 179,367 SH   SOLE   179,367 0 0
VIPER ENERGY INC CL A 927959106   15,583,116 345,141 SH   SOLE   345,141 0 0
VISTRA CORP COM 92840M102   519,555 4,424 SH   SOLE   4,424 0 0
WESTERN MIDSTREAM PARTNERS L COM UNIT LP INT 958669103   55,608,525 1,357,630 SH   SOLE   1,357,630 0 0
WESTLAKE CORPORATION COM 960413102   1,810,343 18,098 SH   SOLE   18,098 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104   703,891 24,040 SH   SOLE   24,040 0 0
WILLIAMS COS INC COM 969457100   50,887,074 851,524 SH   SOLE   851,524 0 0