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
AMCOR PLC ORD G0250X107 247 23,000 SH   SOLE   23,000 0 0
APA CORPORATION COM 03743Q108 205 6,000 SH   SOLE   6,000 0 0
APARTMENT INCOME REIT CORP COM 03750L109 334 8,661 SH   SOLE   8,661 0 0
ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L203 693 34,800 SH   SOLE   34,800 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 807 10,028 SH   SOLE   10,028 0 0
ATKORE INC COM 047649108 488 6,266 SH   SOLE   6,266 0 0
BALCHEM CORP COM 057665200 255 2,100 SH   SOLE   2,100 0 0
BARRICK GOLD CORP COM 067901108 192 12,400 SH   SOLE   12,400 0 0
BHP GROUP LTD SPONSORED ADS 088606108 1,968 39,327 SH   SOLE   39,327 0 0
BUNGE LIMITED COM G16962105 467 5,652 SH   SOLE   5,652 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 743 20,896 SH   SOLE   20,896 0 0
CBRE GROUP INC CL A 12504L109 608 9,000 SH   SOLE   9,000 0 0
CELANESE CORP DEL COM 150870103 209 2,310 SH   SOLE   2,310 0 0
CF INDS HLDGS INC COM 125269100 1,664 17,284 SH   SOLE   17,284 0 0
CHAMPIONX CORPORATION COM 15872M104 266 13,610 SH   SOLE   13,610 0 0
CHENIERE ENERGY INC COM NEW 16411R208 30,086 181,341 SH   SOLE   181,341 0 0
CHENIERE ENERGY PARTNERS LP COM UNIT 16411Q101 12,741 238,766 SH   SOLE   238,766 0 0
CHEVRON CORP NEW COM 166764100 316 2,200 SH   SOLE   2,200 0 0
COMSTOCK RES INC COM 205768302 451 26,100 SH   SOLE   26,100 0 0
CONOCOPHILLIPS COM 20825C104 368 3,600 SH   SOLE   3,600 0 0
CONSTELLATION ENERGY CORP COM 21037T109 2,945 35,400 SH   SOLE   35,400 0 0
CONTINENTAL RES INC COM 212015101 227 3,400 SH   SOLE   3,400 0 0
CORTEVA INC COM 22052L104 1,665 29,133 SH   SOLE   29,133 0 0
COTERRA ENERGY INC COM 127097103 225 8,600 SH   SOLE   8,600 0 0
CRESTWOOD EQUITY PARTNERS LP UNIT LTD PARTNER 226344208 1,947 70,116 SH   SOLE   70,116 0 0
DCP MIDSTREAM LP COM UT LTD PTN 23311P100 16,614 442,222 SH   SOLE   442,222 0 0
DEERE & CO COM 244199105 200 600 SH   SOLE   600 0 0
DELEK LOGISTICS PARTNERS LP COM UNT RP INT 24664T103 543 10,659 SH   SOLE   10,659 0 0
DEVON ENERGY CORP NEW COM 25179M103 241 4,000 SH   SOLE   4,000 0 0
DIAMONDBACK ENERGY INC COM 25278X109 217 1,800 SH   SOLE   1,800 0 0
DOW INC COM 260557103 644 14,652 SH   SOLE   14,652 0 0
DT MIDSTREAM INC COMMON STOCK 23345M107 1,733 33,390 SH   SOLE   33,390 0 0
EMBECTA CORP COMMON STOCK 29082K105 313 10,887 SH   SOLE   10,887 0 0
ENBRIDGE INC COM 29250N105 3,330 89,750 SH   SOLE   89,750 0 0
ENERGY TRANSFER L P COM UT LTD PTN 29273V100 49,790 4,514,011 SH   SOLE   4,514,011 0 0
ENLINK MIDSTREAM LLC COM UNIT REP LTD 29336T100 22,443 2,524,551 SH   SOLE   2,524,551 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 35,294 1,484,181 SH   SOLE   1,484,181 0 0
EOG RES INC COM 26875P101 223 2,000 SH   SOLE   2,000 0 0
EQT CORP COM 26884L109 253 6,200 SH   SOLE   6,200 0 0
EQUITRANS MIDSTREAM CORP COM 294600101 420 56,200 SH   SOLE   56,200 0 0
FREEPORT-MCMORAN INC CL B 35671D857 980 35,865 SH   SOLE   35,865 0 0
GENESIS ENERGY L P UNIT LTD PARTN 371927104 1,894 205,853 SH   SOLE   205,853 0 0
GERDAU SA SPON ADR REP PFD 373737105 671 148,419 SH   SOLE   148,419 0 0
GOLAR LNG LTD SHS G9456A100 797 32,000 SH   SOLE   32,000 0 0
HALEON PLC SPON ADS 405552100 183 30,000 SH   SOLE   30,000 0 0
HESS CORP COM 42809H107 218 2,000 SH   SOLE   2,000 0 0
HESS MIDSTREAM LP CL A SHS 428103105 1,262 49,447 SH   SOLE   49,447 0 0
HF SINCLAIR CORP COM 403949100 269 5,000 SH   SOLE   5,000 0 0
HOLLY ENERGY PARTNERS L P COM UT LTD PTN 435763107 881 53,698 SH   SOLE   53,698 0 0
ICL GROUP LTD SHS M53213100 913 111,559 SH   SOLE   111,559 0 0
KINDER MORGAN INC DEL COM 49456B101 3,935 236,492 SH   SOLE   236,492 0 0
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 34,117 718,100 SH   SOLE   718,100 0 0
MARATHON OIL CORP COM 565849106 221 9,800 SH   SOLE   9,800 0 0
MARATHON PETE CORP COM 56585A102 377 3,800 SH   SOLE   3,800 0 0
MOSAIC CO NEW COM 61945C103 878 18,167 SH   SOLE   18,167 0 0
MPLX LP COM UNIT REP LTD 55336V100 43,452 1,447,919 SH   SOLE   1,447,919 0 0
NEWMONT CORP COM 651639106 458 10,900 SH   SOLE   10,900 0 0
NUCOR CORP COM 670346105 1,680 15,702 SH   SOLE   15,702 0 0
NUSTAR ENERGY LP UNIT COM 67058H102 4,142 306,821 SH   SOLE   306,821 0 0
NUTRIEN LTD COM 67077M108 2,210 26,500 SH   SOLE   26,500 0 0
NVENT ELECTRIC PLC SHS G6700G107 495 15,668 SH   SOLE   15,668 0 0
OCCIDENTAL PETE CORP COM 674599105 234 3,800 SH   SOLE   3,800 0 0
ONEOK INC NEW COM 682680103 6,888 134,421 SH   SOLE   134,421 0 0
ORGANON & CO COMMON STOCK 68622V106 590 25,200 SH   SOLE   25,200 0 0
OTIS WORLDWIDE CORP COM 68902V107 600 9,400 SH   SOLE   9,400 0 0
PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105 22,588 2,147,191 SH   SOLE   2,147,191 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 633 7,730 SH   SOLE   7,730 0 0
RELIANCE STEEL & ALUMINUM CO COM 759509102 401 2,300 SH   SOLE   2,300 0 0
RIO TINTO PLC SPONSORED ADR 767204100 1,371 24,901 SH   SOLE   24,901 0 0
SHELL MIDSTREAM PARTNERS L P UNIT LTD INT 822634101 468 29,573 SH   SOLE   29,573 0 0
SIBANYE STILLWATER LTD SPONSORED ADR 82575P107 435 46,667 SH   SOLE   46,667 0 0
SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 833635105 572 6,300 SH   SOLE   6,300 0 0
SOUTHERN COPPER CORP COM 84265V105 205 4,581 SH   SOLE   4,581 0 0
STEEL DYNAMICS INC COM 858119100 1,538 21,672 SH   SOLE   21,672 0 0
SUNCOKE ENERGY INC COM 86722A103 202 34,700 SH   SOLE   34,700 0 0
TARGA RES CORP COM 87612G101 10,776 178,585 SH   SOLE   178,585 0 0
TECK RESOURCES LTD CL B 878742204 2,484 81,700 SH   SOLE   81,700 0 0
UNITED STATES STL CORP NEW COM 912909108 665 36,700 SH   SOLE   36,700 0 0
VALE S A SPONSORED ADS 91912E105 501 37,600 SH   SOLE   37,600 0 0
VALERO ENERGY CORP COM 91913Y100 214 2,000 SH   SOLE   2,000 0 0
WESTERN MIDSTREAM PARTNERS L COM UNIT LP INT 958669103 27,707 1,101,232 SH   SOLE   1,101,232 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104 645 22,580 SH   SOLE   22,580 0 0
WHEATON PRECIOUS METALS CORP COM 962879102 213 6,574 SH   SOLE   6,574 0 0
WILLIAMS COS INC COM 969457100 4,989 174,260 SH   SOLE   174,260 0 0
WOODSIDE ENERGY GROUP LTD SPONSORED ADR 980228308 221 10,960 SH   SOLE   10,960 0 0
YAMANA GOLD INC COM 98462Y100 110 24,200 SH   SOLE   24,200 0 0