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
APA CORPORATION COM 03743Q108   266,926 7,764 SH   SOLE   7,764 0 0
BARRICK GOLD CORP COM 067901108   206,336 12,400 SH   SOLE   12,400 0 0
BHP GROUP LTD SPONSORED ADS 088606108   519,210 9,000 SH   SOLE   9,000 0 0
BUNGE GLOBAL SA COM SHS H11356104   246,048 2,400 SH   SOLE   2,400 0 0
CARLISLE COS INC COM 142339100   223,354 570 SH   SOLE   570 0 0
CARRIER GLOBAL CORPORATION COM 14448C104   599,669 10,316 SH   SOLE   10,316 0 0
CATERPILLAR INC COM 149123101   256,501 700 SH   SOLE   700 0 0
CF INDS HLDGS INC COM 125269100   424,371 5,100 SH   SOLE   5,100 0 0
CHENIERE ENERGY INC COM NEW 16411R208   4,838,400 30,000 SH   SOLE   30,000 0 0
CHENIERE ENERGY PARTNERS LP COM UNIT 16411Q101   9,587,883 194,126 SH   SOLE   194,126 0 0
CHEVRON CORP NEW COM 166764100   662,508 4,200 SH   SOLE   4,200 0 0
CONOCOPHILLIPS COM 20825C104   458,208 3,600 SH   SOLE   3,600 0 0
CRANE COMPANY COMMON STOCK 224408104   662,137 4,900 SH   SOLE   4,900 0 0
CRANE NXT CO COM 224441105   363,972 5,880 SH   SOLE   5,880 0 0
CSX CORP COM 126408103   222,420 6,000 SH   SOLE   6,000 0 0
DEERE & CO COM 244199105   246,444 600 SH   SOLE   600 0 0
DELEK LOGISTICS PARTNERS LP COM UNT RP INT 24664T103   432,813 10,559 SH   SOLE   10,559 0 0
DT MIDSTREAM INC COMMON STOCK 23345M107   2,040,129 33,390 SH   SOLE   33,390 0 0
EATON CORP PLC SHS G29183103   250,144 800 SH   SOLE   800 0 0
ENERGY TRANSFER L P COM UT LTD PTN 29273V100   86,303,321 5,486,543 SH   SOLE   5,486,543 0 0
ENLINK MIDSTREAM LLC COM UNIT REP LTD 29336T100   29,702,559 2,177,607 SH   SOLE   2,177,607 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107   63,650,597 2,181,309 SH   SOLE   2,181,309 0 0
ESAB CORPORATION COM 29605J106   638,763 5,777 SH   SOLE   5,777 0 0
EXXON MOBIL CORP COM 30231G102   778,808 6,700 SH   SOLE   6,700 0 0
FORTIVE CORP COM 34959J108   266,662 3,100 SH   SOLE   3,100 0 0
FORTREA HLDGS INC COMMON STOCK 34965K107   280,980 7,000 SH   SOLE   7,000 0 0
FREEPORT-MCMORAN INC CL B 35671D857   543,927 11,568 SH   SOLE   11,568 0 0
FTAI INFRASTRUCTURE INC COMMON STOCK 35953C106   207,240 33,000 SH   SOLE   33,000 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107   1,145,557 12,601 SH   SOLE   12,601 0 0
GENERAL ELECTRIC CO COM NEW 369604301   280,848 1,600 SH   SOLE   1,600 0 0
GENERAL MTRS CO COM 37045V100   253,960 5,600 SH   SOLE   5,600 0 0
GENESIS ENERGY L P UNIT LTD PARTN 371927104   3,308,411 297,519 SH   SOLE   297,519 0 0
GERDAU SA SPON ADR REP PFD 373737105   122,522 27,720 SH   SOLE   27,720 0 0
GLOBAL PARTNERS LP COM UNITS 37946R109   8,664,485 195,234 SH   SOLE   195,234 0 0
HALEON PLC SPON ADS 405552100   179,190 21,106 SH   SOLE   21,106 0 0
HALLIBURTON CO COM 406216101   283,824 7,200 SH   SOLE   7,200 0 0
HESS MIDSTREAM LP CL A SHS 428103105   8,499,474 235,247 SH   SOLE   235,247 0 0
HF SINCLAIR CORP COM 403949100   1,220,863 20,223 SH   SOLE   20,223 0 0
ILLINOIS TOOL WKS INC COM 452308109   214,664 800 SH   SOLE   800 0 0
INGERSOLL RAND INC COM 45687V106   237,375 2,500 SH   SOLE   2,500 0 0
INTERNATIONAL PAPER CO COM 460146103   331,670 8,500 SH   SOLE   8,500 0 0
KINDER MORGAN INC DEL COM 49456B101   9,160,243 499,468 SH   SOLE   499,468 0 0
KINETIK HOLDINGS INC COM NEW CL A 02215L209   1,096,505 27,502 SH   SOLE   27,502 0 0
KNIFE RIVER CORP COMMON STOCK 498894104   924,312 11,400 SH   SOLE   11,400 0 0
MARATHON PETE CORP COM 56585A102   808,216 4,011 SH   SOLE   4,011 0 0
MASTERBRAND INC COMMON STOCK 57638P104   730,860 39,000 SH   SOLE   39,000 0 0
MOHAWK INDS INC COM 608190104   222,513 1,700 SH   SOLE   1,700 0 0
MPLX LP COM UNIT REP LTD 55336V100   73,097,764 1,758,849 SH   SOLE   1,758,849 0 0
MUELLER INDS INC COM 624756102   265,659 4,926 SH   SOLE   4,926 0 0
NGL ENERGY PARTNERS LP COM UNIT REPST 62913M107   4,795,079 832,479 SH   SOLE   832,479 0 0
NUCOR CORP COM 670346105   994,052 5,023 SH   SOLE   5,023 0 0
NUSTAR ENERGY LP UNIT COM 67058H102   25,054,972 1,076,707 SH   SOLE   1,076,707 0 0
NVENT ELECTRIC PLC SHS G6700G107   942,274 12,497 SH   SOLE   12,497 0 0
ONEOK INC NEW COM 682680103   20,665,822 257,775 SH   SOLE   257,775 0 0
ORGANON & CO COMMON STOCK 68622V106   413,600 22,000 SH   SOLE   22,000 0 0
OTIS WORLDWIDE CORP COM 68902V107   933,138 9,400 SH   SOLE   9,400 0 0
PARKER-HANNIFIN CORP COM 701094104   238,990 430 SH   SOLE   430 0 0
PHILLIPS 66 COM 718546104   408,350 2,500 SH   SOLE   2,500 0 0
PHINIA INC COMMON STOCK 71880K101   288,225 7,500 SH   SOLE   7,500 0 0
PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105   67,178,554 3,825,658 SH   SOLE   3,825,658 0 0
RELIANCE INC COM 759509102   334,180 1,000 SH   SOLE   1,000 0 0
RIO TINTO PLC SPONSORED ADR 767204100   522,668 8,200 SH   SOLE   8,200 0 0
RXO INC COMMON STOCK 74982T103   286,125 13,083 SH   SOLE   13,083 0 0
SOUTHERN COPPER CORP COM 84265V105   436,732 4,100 SH   SOLE   4,100 0 0
STEEL DYNAMICS INC COM 858119100   805,927 5,437 SH   SOLE   5,437 0 0
SUBURBAN PROPANE PARTNERS L UNIT LTD PARTN 864482104   4,389,672 214,864 SH   SOLE   214,864 0 0
SUNCOKE ENERGY INC COM 86722A103   216,384 19,200 SH   SOLE   19,200 0 0
SUNCOR ENERGY INC NEW COM 867224107   236,224 6,400 SH   SOLE   6,400 0 0
SUNOCO LP/SUNOCO FIN CORP COM UT REP LP 86765K109   14,590,180 242,000 SH   SOLE   242,000 0 0
TARGA RES CORP COM 87612G101   23,425,396 209,174 SH   SOLE   209,174 0 0
TECK RESOURCES LTD CL B 878742204   742,460 16,218 SH   SOLE   16,218 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103   240,160 800 SH   SOLE   800 0 0
TRANSDIGM GROUP INC COM 893641100   240,162 195 SH   SOLE   195 0 0
UNITED STATES STL CORP NEW COM 912909108   477,126 11,700 SH   SOLE   11,700 0 0
VALERO ENERGY CORP COM 91913Y100   341,380 2,000 SH   SOLE   2,000 0 0
VERALTO CORP COM SHS 92338C103   443,300 5,000 SH   SOLE   5,000 0 0
VESTIS CORPORATION COM SHS 29430C102   231,471 12,012 SH   SOLE   12,012 0 0
VONTIER CORPORATION COM 928881101   771,120 17,000 SH   SOLE   17,000 0 0
WESTERN MIDSTREAM PARTNERS L COM UNIT LP INT 958669103   49,434,444 1,390,561 SH   SOLE   1,390,561 0 0
WESTLAKE CORPORATION COM 960413102   244,480 1,600 SH   SOLE   1,600 0 0
WILLIAMS COS INC COM 969457100   14,418,900 370,000 SH   SOLE   370,000 0 0