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   1,237,605 15,264 SH   SOLE   15,264 0 0
ALCOA CORP COM 013872106   1,756,688 53,411 SH   SOLE   53,411 0 0
ALLIANCE RESOURCE PARTNERS L UT LTD PART 01877R108   16,366,551 647,283 SH   SOLE   647,283 0 0
ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L203   1,636,240 53,477 SH   SOLE   53,477 0 0
ARCHER DANIELS MIDLAND CO COM 039483102   423,557 7,090 SH   SOLE   7,090 0 0
BARRICK MNG CORP COM SHS 06849F108   8,906,615 229,763 SH   SOLE   229,763 0 0
BHP GROUP LTD SPONSORED ADS 088606108   1,526,714 27,385 SH   SOLE   27,385 0 0
BP PLC SPONSORED ADR 055622104   498,617 116,703 SH   SOLE   116,703 0 0
CAMECO CORP COM 13321L108   566,642 6,757 SH   SOLE   6,757 0 0
CANADIAN NAT RES LTD COM 136385101   1,893,374 59,242 SH   SOLE   59,242 0 0
CENOVUS ENERGY INC COM 15135U109   112,403,555 6,422,579 SH   SOLE   6,422,579 0 0
CF INDS HLDGS INC COM 125269100   696,162 7,761 SH   SOLE   7,761 0 0
CHENIERE ENERGY INC COM NEW 16411R208   63,081,791 268,456 SH   SOLE   268,456 0 0
CHEVRON CORP NEW COM 166764100   6,687,253 43,063 SH   SOLE   43,063 0 0
CONOCOPHILLIPS COM 20825C104   3,147,198 33,272 SH   SOLE   33,272 0 0
CONSTELLATION ENERGY CORP COM 21037T109   709,146 2,155 SH   SOLE   2,155 0 0
CRH PLC ORD G25508105   742,421 6,192 SH   SOLE   6,192 0 0
CROWN HLDGS INC COM 228368106   908,526 9,406 SH   SOLE   9,406 0 0
DARLING INGREDIENTS INC COM 237266101   930,854 30,154 SH   SOLE   30,154 0 0
DIAMONDBACK ENERGY INC COM 25278X109   1,682,284 11,756 SH   SOLE   11,756 0 0
DOW INC COM 260557103   648,048 28,262 SH   SOLE   28,262 0 0
DT MIDSTREAM INC COMMON STOCK 23345M107   39,799,155 352,018 SH   SOLE   352,018 0 0
ENBRIDGE INC COM 29250N105   23,440,485 464,535 SH   SOLE   464,535 0 0
ENERGY TRANSFER L P COM UT LTD PTN 29273V100   85,575,942 4,986,943 SH   SOLE   4,986,943 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107   54,333,876 1,737,572 SH   SOLE   1,737,572 0 0
EOG RES INC COM 26875P101   519,900 4,637 SH   SOLE   4,637 0 0
EXPAND ENERGY CORPORATION COM 165167735   1,029,359 9,689 SH   SOLE   9,689 0 0
EXXON MOBIL CORP COM 30231G102   6,514,357 57,777 SH   SOLE   57,777 0 0
FMC CORP COM NEW 302491303   454,509 13,515 SH   SOLE   13,515 0 0
FREEPORT-MCMORAN INC CL B 35671D857   3,500,816 89,261 SH   SOLE   89,261 0 0
HALLIBURTON CO COM 406216101   1,782,221 72,448 SH   SOLE   72,448 0 0
KINDER MORGAN INC DEL COM 49456B101   41,730,101 1,474,041 SH   SOLE   1,474,041 0 0
MARATHON PETE CORP COM 56585A102   54,133,342 280,862 SH   SOLE   280,862 0 0
MARTIN MARIETTA MATLS INC COM 573284106   635,322 1,008 SH   SOLE   1,008 0 0
MATADOR RES CO COM 576485205   1,912,086 42,557 SH   SOLE   42,557 0 0
MOSAIC CO NEW COM 61945C103   865,509 24,957 SH   SOLE   24,957 0 0
MURPHY USA INC COM 626755102   39,191,741 100,942 SH   SOLE   100,942 0 0
NEWMONT CORP COM 651639106   8,052,364 95,509 SH   SOLE   95,509 0 0
NUCOR CORP COM 670346105   2,262,087 16,703 SH   SOLE   16,703 0 0
NUTRIEN LTD COM 67077M108   4,087,905 50,060 SH   SOLE   50,060 0 0
ONEOK INC NEW COM 682680103   81,390,446 1,115,396 SH   SOLE   1,115,396 0 0
PBF ENERGY INC CL A 69318G106   53,464,438 1,772,106 SH   SOLE   1,772,106 0 0
PEMBINA PIPELINE CORP COM 706327103   69,007,139 1,699,083 SH   SOLE   1,699,083 0 0
PHILLIPS 66 COM 718546104   63,177,209 464,470 SH   SOLE   464,470 0 0
PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207   44,378,121 2,433,011 SH   SOLE   2,433,011 0 0
POSCO HOLDINGS INC SPONSORED ADR 693483109   1,227,839 24,951 SH   SOLE   24,951 0 0
RIO TINTO PLC SPONSORED ADR 767204100   1,024,277 15,517 SH   SOLE   15,517 0 0
SEALED AIR CORP NEW COM 81211K100   3,182,454 90,027 SH   SOLE   90,027 0 0
SHELL PLC SPON ADS 780259305   1,409,651 53,120 SH   SOLE   53,120 0 0
SOUTH BOW CORP COM 83671M105   45,577,836 1,605,964 SH   SOLE   1,605,964 0 0
SUNCOR ENERGY INC NEW COM 867224107   75,817,362 1,787,675 SH   SOLE   1,787,675 0 0
SUNOCO LP/SUNOCO FIN CORP COM UT REP LP 86765K109   46,716,191 934,137 SH   SOLE   934,137 0 0
TARGA RES CORP COM 87612G101   84,945,126 507,014 SH   SOLE   507,014 0 0
TC ENERGY CORP COM 87807B107   12,357,052 227,111 SH   SOLE   227,111 0 0
TECK RESOURCES LTD CL B 878742204   2,493,730 47,177 SH   SOLE   47,177 0 0
TOTALENERGIES SE SPONSORED ADS 89151E109   897,618 15,038 SH   SOLE   15,038 0 0
VALE S A SPONSORED ADS 91912E105   1,416,144 130,400 SH   SOLE   130,400 0 0
VALERO ENERGY CORP COM 91913Y100   1,916,957 11,259 SH   SOLE   11,259 0 0
VIPER ENERGY INC CL A 64361Q101   13,224,770 346,017 SH   SOLE   346,017 0 0
VISTRA CORP COM 92840M102   847,550 4,326 SH   SOLE   4,326 0 0
WESTERN MIDSTREAM PARTNERS L COM UNIT LP INT 958669103   53,343,915 1,357,697 SH   SOLE   1,357,697 0 0
WESTLAKE CORPORATION COM 960413102   1,395,248 18,106 SH   SOLE   18,106 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104   595,952 24,040 SH   SOLE   24,040 0 0
WILLIAMS COS INC COM 969457100   48,140,932 759,920 SH   SOLE   759,920 0 0