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
Estimated average burden
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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALCOA CORP COM 013872106 214 4,700 SH   SOLE   4,700 0 0
AMCOR PLC ORD G0250X107 286 23,000 SH   SOLE   23,000 0 0
APARTMENT INCOME REIT CORP COM 03750L109 360 8,661 SH   SOLE   8,661 0 0
ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L203 732 32,400 SH   SOLE   32,400 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 545 7,028 SH   SOLE   7,028 0 0
BALCHEM CORP COM 057665200 272 2,100 SH   SOLE   2,100 0 0
BHP GROUP LTD SPONSORED ADS 088606108 1,704 30,327 SH   SOLE   30,327 0 0
BUNGE LIMITED COM G16962105 404 4,452 SH   SOLE   4,452 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 745 20,896 SH   SOLE   20,896 0 0
CBRE GROUP INC CL A 12504L109 662 9,000 SH   SOLE   9,000 0 0
CF INDS HLDGS INC COM 125269100 1,156 13,484 SH   SOLE   13,484 0 0
CHAMPIONX CORPORATION COM 15872M104 270 13,610 SH   SOLE   13,610 0 0
CHENIERE ENERGY INC COM NEW 16411R208 7,415 55,741 SH   SOLE   55,741 0 0
CHENIERE ENERGY PARTNERS LP COM UNIT 16411Q101 9,445 210,499 SH   SOLE   210,499 0 0
COMSTOCK RES INC COM 205768302 315 26,100 SH   SOLE   26,100 0 0
CONCENTRIX CORP COM 20602D101 495 3,650 SH   SOLE   3,650 0 0
CONSTELLATION ENERGY CORP COM 21037T109 784 13,700 SH   SOLE   13,700 0 0
CORTEVA INC COM 22052L104 1,350 24,933 SH   SOLE   24,933 0 0
CRESTWOOD EQUITY PARTNERS LP UNIT LTD PARTNER 226344208 1,688 70,116 SH   SOLE   70,116 0 0
DCP MIDSTREAM LP COM UT LTD PTN 23311P100 11,411 385,760 SH   SOLE   385,760 0 0
DELEK LOGISTICS PARTNERS LP COM UNT RP INT 24664T103 519 10,659 SH   SOLE   10,659 0 0
DOW INC COM 260557103 756 14,652 SH   SOLE   14,652 0 0
DT MIDSTREAM INC COMMON STOCK 23345M107 1,752 35,743 SH   SOLE   35,743 0 0
ENBRIDGE INC COM 29250N105 3,351 79,286 SH   SOLE   79,286 0 0
ENERGY TRANSFER L P COM UT LTD PTN 29273V100 41,390 4,147,311 SH   SOLE   4,147,311 0 0
ENLINK MIDSTREAM LLC COM UNIT REP LTD 29336T100 18,549 2,182,278 SH   SOLE   2,182,278 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 32,095 1,316,981 SH   SOLE   1,316,981 0 0
EQUITRANS MIDSTREAM CORP COM 294600101 197 31,000 SH   SOLE   31,000 0 0
FREEPORT-MCMORAN INC CL B 35671D857 935 31,962 SH   SOLE   31,962 0 0
GENESIS ENERGY L P UNIT LTD PARTN 371927104 1,574 196,249 SH   SOLE   196,249 0 0
GERDAU SA SPON ADR REP PFD 373737105 523 122,019 SH   SOLE   122,019 0 0
GOLAR LNG LTD SHS G9456A100 512 22,500 SH   SOLE   22,500 0 0
HESS MIDSTREAM LP CL A SHS 428103105 1,133 40,447 SH   SOLE   40,447 0 0
HOLLY ENERGY PARTNERS L P COM UT LTD PTN 435763107 861 53,698 SH   SOLE   53,698 0 0
ICL GROUP LTD SHS M53213100 786 86,559 SH   SOLE   86,559 0 0
KINDER MORGAN INC DEL COM 49456B101 3,613 215,592 SH   SOLE   215,592 0 0
LOUISIANA PAC CORP COM 546347105 351 6,692 SH   SOLE   6,692 0 0
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 28,157 589,548 SH   SOLE   589,548 0 0
MOSAIC CO NEW COM 61945C103 641 13,567 SH   SOLE   13,567 0 0
MPLX LP COM UNIT REP LTD 55336V100 35,498 1,217,784 SH   SOLE   1,217,784 0 0
NEWMARKET CORP COM 651587107 211 700 SH   SOLE   700 0 0
NUCOR CORP COM 670346105 1,105 10,579 SH   SOLE   10,579 0 0
NUSTAR ENERGY LP UNIT COM 67058H102 3,662 261,540 SH   SOLE   261,540 0 0
NUTRIEN LTD COM 67077M108 1,474 18,500 SH   SOLE   18,500 0 0
NVENT ELECTRIC PLC SHS G6700G107 491 15,668 SH   SOLE   15,668 0 0
ONEOK INC NEW COM 682680103 6,633 119,521 SH   SOLE   119,521 0 0
ORGANON & CO COMMON STOCK 68622V106 851 25,200 SH   SOLE   25,200 0 0
OTIS WORLDWIDE CORP COM 68902V107 664 9,400 SH   SOLE   9,400 0 0
PHILLIPS 66 COM 718546104 5,863 71,505 SH   SOLE   71,505 0 0
PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105 18,460 1,879,791 SH   SOLE   1,879,791 0 0
POTLATCHDELTIC CORPORATION COM 737630103 309 7,000 SH   SOLE   7,000 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 445 4,630 SH   SOLE   4,630 0 0
RIO TINTO PLC SPONSORED ADR 767204100 1,019 16,701 SH   SOLE   16,701 0 0
SHELL MIDSTREAM PARTNERS L P UNIT LTD INT 822634101 5,705 405,505 SH   SOLE   405,505 0 0
SIBANYE STILLWATER LTD SPONSORED ADR 82575P107 465 46,667 SH   SOLE   46,667 0 0
SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 833635105 251 3,000 SH   SOLE   3,000 0 0
SOUTHERN COPPER CORP COM 84265V105 228 4,581 SH   SOLE   4,581 0 0
STEEL DYNAMICS INC COM 858119100 591 8,936 SH   SOLE   8,936 0 0
TARGA RES CORP COM 87612G101 9,164 153,585 SH   SOLE   153,585 0 0
TC ENERGY CORP COM 87807B107 2,363 45,602 SH   SOLE   45,602 0 0
TECK RESOURCES LTD CL B 878742204 1,831 59,900 SH   SOLE   59,900 0 0
VALE S A SPONSORED ADS 91912E105 436 29,800 SH   SOLE   29,800 0 0
WESTERN MIDSTREAM PARTNERS L COM UNIT LP INT 958669103 22,568 928,350 SH   SOLE   928,350 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104 692 20,880 SH   SOLE   20,880 0 0
WHEATON PRECIOUS METALS CORP COM 962879102 237 6,574 SH   SOLE   6,574 0 0
WILLIAMS COS INC COM 969457100 4,703 150,676 SH   SOLE   150,676 0 0
WOODSIDE ENERGY GROUP LTD SPONSORED ADR 980228308 236 10,960 SH   SOLE   10,960 0 0
YAMANA GOLD INC COM 98462Y100 56 12,100 SH   SOLE   12,100 0 0