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
AMCOR PLC ORD G0250X107   210,680 23,000 SH   SOLE   23,000 0 0
APA CORPORATION COM 03743Q108   319,100 7,764 SH   SOLE   7,764 0 0
ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L203   871,044 34,800 SH   SOLE   34,800 0 0
ARCHER DANIELS MIDLAND CO COM 039483102   756,312 10,028 SH   SOLE   10,028 0 0
ATKORE INC COM 047649108   934,825 6,266 SH   SOLE   6,266 0 0
BALCHEM CORP COM 057665200   260,484 2,100 SH   SOLE   2,100 0 0
BARRICK GOLD CORP COM 067901108   180,420 12,400 SH   SOLE   12,400 0 0
BHP GROUP LTD SPONSORED ADS 088606108   2,236,920 39,327 SH   SOLE   39,327 0 0
BUNGE LIMITED COM G16962105   611,829 5,652 SH   SOLE   5,652 0 0
CANADIAN NAT RES LTD COM 136385101   271,614 4,200 SH   SOLE   4,200 0 0
CARRIER GLOBAL CORPORATION COM 14448C104   910,855 16,501 SH   SOLE   16,501 0 0
CELANESE CORP DEL COM 150870103   288,696 2,300 SH   SOLE   2,300 0 0
CF INDS HLDGS INC COM 125269100   1,481,930 17,284 SH   SOLE   17,284 0 0
CHAMPIONX CORPORATION COM 15872M104   585,308 16,432 SH   SOLE   16,432 0 0
CHENIERE ENERGY INC COM NEW 16411R208   24,000,305 144,615 SH   SOLE   144,615 0 0
CHENIERE ENERGY PARTNERS LP COM UNIT 16411Q101   15,252,263 281,459 SH   SOLE   281,459 0 0
CHEVRON CORP NEW COM 166764100   708,204 4,200 SH   SOLE   4,200 0 0
COMMERCIAL METALS CO COM 201723103   350,811 7,100 SH   SOLE   7,100 0 0
CONOCOPHILLIPS COM 20825C104   431,280 3,600 SH   SOLE   3,600 0 0
CONSTELLATION ENERGY CORP COM 21037T109   1,007,790 9,239 SH   SOLE   9,239 0 0
CORTEVA INC COM 22052L104   1,179,033 23,046 SH   SOLE   23,046 0 0
CRANE NXT CO COM 224441105   522,358 9,400 SH   SOLE   9,400 0 0
CRESTWOOD EQUITY PARTNERS LP UNIT LTD PARTNER 226344208   3,215,218 109,922 SH   SOLE   109,922 0 0
DEERE & CO COM 244199105   226,428 600 SH   SOLE   600 0 0
DELEK LOGISTICS PARTNERS LP COM UNT RP INT 24664T103   443,161 10,559 SH   SOLE   10,559 0 0
DIAMONDBACK ENERGY INC COM 25278X109   278,784 1,800 SH   SOLE   1,800 0 0
DT MIDSTREAM INC COMMON STOCK 23345M107   1,766,999 33,390 SH   SOLE   33,390 0 0
ENBRIDGE INC COM 29250N105   5,558,031 167,461 SH   SOLE   167,461 0 0
ENERGY TRANSFER L P COM UT LTD PTN 29273V100   79,719,316 5,682,061 SH   SOLE   5,682,061 0 0
ENLINK MIDSTREAM LLC COM UNIT REP LTD 29336T100   26,610,358 2,177,607 SH   SOLE   2,177,607 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107   59,702,427 2,181,309 SH   SOLE   2,181,309 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108   254,840 4,000 SH   SOLE   4,000 0 0
ESAB CORPORATION COM 29605J106   405,661 5,777 SH   SOLE   5,777 0 0
EXXON MOBIL CORP COM 30231G102   599,658 5,100 SH   SOLE   5,100 0 0
FORTIVE CORP COM 34959J108   233,307 3,146 SH   SOLE   3,146 0 0
FREEPORT-MCMORAN INC CL B 35671D857   1,337,406 35,865 SH   SOLE   35,865 0 0
FTAI INFRASTRUCTURE INC COMMON STOCK 35953C106   106,260 33,000 SH   SOLE   33,000 0 0
GATES INDL CORP PLC ORD SHS G39108108   185,760 16,000 SH   SOLE   16,000 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107   952,560 14,000 SH   SOLE   14,000 0 0
GENESIS ENERGY L P UNIT LTD PARTN 371927104   2,799,754 271,294 SH   SOLE   271,294 0 0
GERDAU SA SPON ADR REP PFD 373737105   743,352 155,839 SH   SOLE   155,839 0 0
GLOBAL PARTNERS LP COM UNITS 37946R109   4,705,825 133,234 SH   SOLE   133,234 0 0
GOLAR LNG LTD SHS G9456A100   545,850 22,500 SH   SOLE   22,500 0 0
GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101   398,820 6,800 SH   SOLE   6,800 0 0
HALEON PLC SPON ADS 405552100   175,813 21,106 SH   SOLE   21,106 0 0
HALLIBURTON CO COM 406216101   291,600 7,200 SH   SOLE   7,200 0 0
HESS MIDSTREAM LP CL A SHS 428103105   1,440,391 49,447 SH   SOLE   49,447 0 0
HF SINCLAIR CORP COM 403949100   284,650 5,000 SH   SOLE   5,000 0 0
HOLLY ENERGY PARTNERS L P COM UT LTD PTN 435763107   1,061,305 48,329 SH   SOLE   48,329 0 0
HONEYWELL INTL INC COM 438516106   203,214 1,100 SH   SOLE   1,100 0 0
ICL GROUP LTD SHS M53213100   138,750 25,000 SH   SOLE   25,000 0 0
KINDER MORGAN INC DEL COM 49456B101   8,895,037 536,492 SH   SOLE   536,492 0 0
KNIFE RIVER CORP COMMON STOCK 498894104   415,055 8,500 SH   SOLE   8,500 0 0
MARATHON PETE CORP COM 56585A102   575,092 3,800 SH   SOLE   3,800 0 0
MASTERBRAND INC COMMON STOCK 57638P104   328,050 27,000 SH   SOLE   27,000 0 0
MID-AMER APT CMNTYS INC COM 59522J103   205,840 1,600 SH   SOLE   1,600 0 0
MOSAIC CO NEW COM 61945C103   967,145 27,167 SH   SOLE   27,167 0 0
MPLX LP COM UNIT REP LTD 55336V100   52,001,597 1,461,951 SH   SOLE   1,461,951 0 0
MUELLER INDS INC COM 624756102   314,169 4,180 SH   SOLE   4,180 0 0
NEWMONT CORP COM 651639106   402,755 10,900 SH   SOLE   10,900 0 0
NGL ENERGY PARTNERS LP COM UNIT REPST 62913M107   773,950 199,987 SH   SOLE   199,987 0 0
NUCOR CORP COM 670346105   2,455,008 15,702 SH   SOLE   15,702 0 0
NUSTAR ENERGY LP UNIT COM 67058H102   11,226,250 643,707 SH   SOLE   643,707 0 0
NUTRIEN LTD COM 67077M108   1,636,640 26,500 SH   SOLE   26,500 0 0
NVENT ELECTRIC PLC SHS G6700G107   1,031,609 19,468 SH   SOLE   19,468 0 0
ONEOK INC NEW COM 682680103   16,350,668 257,775 SH   SOLE   257,775 0 0
OTIS WORLDWIDE CORP COM 68902V107   754,914 9,400 SH   SOLE   9,400 0 0
PARKER-HANNIFIN CORP COM 701094104   210,341 540 SH   SOLE   540 0 0
PHINIA INC COMMON STOCK 71880K101   200,925 7,500 SH   SOLE   7,500 0 0
PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105   49,996,177 3,263,458 SH   SOLE   3,263,458 0 0
RELIANCE STEEL & ALUMINUM CO COM 759509102   603,129 2,300 SH   SOLE   2,300 0 0
RIO TINTO PLC SPONSORED ADR 767204100   1,584,700 24,901 SH   SOLE   24,901 0 0
RTX CORPORATION COM 75513E101   556,328 7,730 SH   SOLE   7,730 0 0
SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 833635105   220,779 3,700 SH   SOLE   3,700 0 0
SOUTHERN COPPER CORP COM 84265V105   344,903 4,581 SH   SOLE   4,581 0 0
SPDR GOLD TR GOLD SHS 78463V107   2,571,750 15,000 SH   SOLE   15,000 0 0
STANDEX INTL CORP COM 854231107   330,571 2,269 SH   SOLE   2,269 0 0
STEEL DYNAMICS INC COM 858119100   2,323,672 21,672 SH   SOLE   21,672 0 0
SUBURBAN PROPANE PARTNERS L UNIT LTD PARTN 864482104   279,671 17,425 SH   SOLE   17,425 0 0
SUNCOKE ENERGY INC COM 86722A103   194,880 19,200 SH   SOLE   19,200 0 0
SUNCOR ENERGY INC NEW COM 867224107   220,032 6,400 SH   SOLE   6,400 0 0
SUNOCO LP/SUNOCO FIN CORP COM UT REP LP 86765K109   979,000 20,000 SH   SOLE   20,000 0 0
TARGA RES CORP COM 87612G101   24,364,967 284,239 SH   SOLE   284,239 0 0
TECK RESOURCES LTD CL B 878742204   698,834 16,218 SH   SOLE   16,218 0 0
TIMKENSTEEL CORPORATION COM 887399103   260,640 12,000 SH   SOLE   12,000 0 0
UNITED STATES STL CORP NEW COM 912909108   1,192,016 36,700 SH   SOLE   36,700 0 0
VALE S A SPONSORED ADS 91912E105   503,840 37,600 SH   SOLE   37,600 0 0
VALERO ENERGY CORP COM 91913Y100   283,420 2,000 SH   SOLE   2,000 0 0
VONTIER CORPORATION COM 928881101   525,640 17,000 SH   SOLE   17,000 0 0
WESTERN MIDSTREAM PARTNERS L COM UNIT LP INT 958669103   37,864,976 1,390,561 SH   SOLE   1,390,561 0 0
WESTLAKE CORPORATION COM 960413102   240,364 1,928 SH   SOLE   1,928 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104   692,303 22,580 SH   SOLE   22,580 0 0
WILLIAMS COS INC COM 969457100   12,465,300 370,000 SH   SOLE   370,000 0 0
WOODSIDE ENERGY GROUP LTD SPONSORED ADR 980228308   255,258 10,960 SH   SOLE   10,960 0 0
WORTHINGTON INDS INC COM 981811102   572,330 9,258 SH   SOLE   9,258 0 0