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
3M CO COM 88579Y101   341,750 2,500 SH   SOLE   2,500 0 0
AGNICO EAGLE MINES LTD COM 008474108   266,573 3,309 SH   SOLE   3,309 0 0
ARAMARK COM 03852U106   302,094 7,800 SH   SOLE   7,800 0 0
BARRICK GOLD CORP COM 067901108   326,196 16,400 SH   SOLE   16,400 0 0
BHP GROUP LTD SPONSORED ADS 088606108   558,990 9,000 SH   SOLE   9,000 0 0
BUNGE GLOBAL SA COM SHS H11356104   231,936 2,400 SH   SOLE   2,400 0 0
CARRIER GLOBAL CORPORATION COM 14448C104   830,335 10,316 SH   SOLE   10,316 0 0
CATERPILLAR INC COM 149123101   273,784 700 SH   SOLE   700 0 0
CF INDS HLDGS INC COM 125269100   437,580 5,100 SH   SOLE   5,100 0 0
CHENIERE ENERGY INC COM NEW 16411R208   8,128,768 45,200 SH   SOLE   45,200 0 0
CHENIERE ENERGY PARTNERS LP COM UNIT 16411Q101   9,457,819 194,126 SH   SOLE   194,126 0 0
CHEVRON CORP NEW COM 166764100   618,534 4,200 SH   SOLE   4,200 0 0
CONOCOPHILLIPS COM 20825C104   379,008 3,600 SH   SOLE   3,600 0 0
CONSTELLATION ENERGY CORP COM 21037T109   1,014,078 3,900 SH   SOLE   3,900 0 0
CRANE COMPANY COMMON STOCK 224408104   775,572 4,900 SH   SOLE   4,900 0 0
CRANE NXT CO COM 224441105   329,868 5,880 SH   SOLE   5,880 0 0
CSX CORP COM 126408103   207,180 6,000 SH   SOLE   6,000 0 0
DEERE & CO COM 244199105   250,398 600 SH   SOLE   600 0 0
DELEK LOGISTICS PARTNERS LP COM UNT RP INT 24664T103   461,639 10,559 SH   SOLE   10,559 0 0
DT MIDSTREAM INC COMMON STOCK 23345M107   2,745,234 34,900 SH   SOLE   34,900 0 0
EATON CORP PLC SHS G29183103   265,152 800 SH   SOLE   800 0 0
ENERGY TRANSFER L P COM UT LTD PTN 29273V100   80,403,165 5,009,543 SH   SOLE   5,009,543 0 0
ENLINK MIDSTREAM LLC COM UNIT REP LTD 29336T100   31,597,078 2,177,607 SH   SOLE   2,177,607 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107   60,525,192 2,079,189 SH   SOLE   2,079,189 0 0
ESAB CORPORATION COM 29605J106   614,153 5,777 SH   SOLE   5,777 0 0
EXXON MOBIL CORP COM 30231G102   921,466 7,861 SH   SOLE   7,861 0 0
FREEPORT-MCMORAN INC CL B 35671D857   752,195 15,068 SH   SOLE   15,068 0 0
FTAI INFRASTRUCTURE INC COMMON STOCK 35953C106   308,880 33,000 SH   SOLE   33,000 0 0
GE AEROSPACE COM NEW 369604301   301,728 1,600 SH   SOLE   1,600 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107   1,182,604 12,601 SH   SOLE   12,601 0 0
GE VERNOVA INC COM 36828A101   1,529,880 6,000 SH   SOLE   6,000 0 0
GENERAL MTRS CO COM 37045V100   251,104 5,600 SH   SOLE   5,600 0 0
GENESIS ENERGY L P UNIT LTD PARTN 371927104   3,977,829 297,519 SH   SOLE   297,519 0 0
GERDAU SA SPON ADR REP PFD 373737105   116,424 33,264 SH   SOLE   33,264 0 0
GLOBAL PARTNERS LP COM UNITS 37946R109   9,090,095 195,234 SH   SOLE   195,234 0 0
HALLIBURTON CO COM 406216101   209,160 7,200 SH   SOLE   7,200 0 0
HESS MIDSTREAM LP CL A SHS 428103105   8,297,162 235,247 SH   SOLE   235,247 0 0
HF SINCLAIR CORP COM 403949100   901,339 20,223 SH   SOLE   20,223 0 0
ILLINOIS TOOL WKS INC COM 452308109   209,656 800 SH   SOLE   800 0 0
INGERSOLL RAND INC COM 45687V106   245,400 2,500 SH   SOLE   2,500 0 0
INTERNATIONAL PAPER CO COM 460146103   415,225 8,500 SH   SOLE   8,500 0 0
KELLANOVA COM 487836108   290,556 3,600 SH   SOLE   3,600 0 0
KINDER MORGAN INC DEL COM 49456B101   13,573,598 614,468 SH   SOLE   614,468 0 0
KINETIK HOLDINGS INC COM NEW CL A 02215L209   1,244,741 27,502 SH   SOLE   27,502 0 0
KNIFE RIVER CORP COMMON STOCK 498894104   599,092 6,702 SH   SOLE   6,702 0 0
MARATHON PETE CORP COM 56585A102   653,432 4,011 SH   SOLE   4,011 0 0
MASTERBRAND INC COMMON STOCK 57638P104   543,741 29,328 SH   SOLE   29,328 0 0
MPLX LP COM UNIT REP LTD 55336V100   84,956,347 1,910,849 SH   SOLE   1,910,849 0 0
MUELLER INDS INC COM 624756102   365,017 4,926 SH   SOLE   4,926 0 0
NCR ATLEOS CORPORATION COM SHS 63001N106   362,331 12,700 SH   SOLE   12,700 0 0
NGL ENERGY PARTNERS LP COM UNIT REPST 62913M107   3,746,156 832,479 SH   SOLE   832,479 0 0
NUCOR CORP COM 670346105   280,835 1,868 SH   SOLE   1,868 0 0
NVENT ELECTRIC PLC SHS G6700G107   496,106 7,061 SH   SOLE   7,061 0 0
ONEOK INC NEW COM 682680103   23,491,036 257,775 SH   SOLE   257,775 0 0
OTIS WORLDWIDE CORP COM 68902V107   383,539 3,690 SH   SOLE   3,690 0 0
PACKAGING CORP AMER COM 695156109   387,720 1,800 SH   SOLE   1,800 0 0
PARKER-HANNIFIN CORP COM 701094104   461,229 730 SH   SOLE   730 0 0
PHILLIPS 66 COM 718546104   328,625 2,500 SH   SOLE   2,500 0 0
PHINIA INC COMMON STOCK 71880K101   607,596 13,200 SH   SOLE   13,200 0 0
PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105   66,451,679 3,825,658 SH   SOLE   3,825,658 0 0
RELIANCE INC COM 759509102   289,210 1,000 SH   SOLE   1,000 0 0
RIO TINTO PLC SPONSORED ADR 767204100   583,594 8,200 SH   SOLE   8,200 0 0
RXO INC COMMON STOCK 74982T103   366,324 13,083 SH   SOLE   13,083 0 0
SOUTHERN COPPER CORP COM 84265V105   481,766 4,165 SH   SOLE   4,165 0 0
SPDR GOLD TR GOLD SHS 78463V107   607,650 2,500 SH   SOLE   2,500 0 0
STEEL DYNAMICS INC COM 858119100   685,497 5,437 SH   SOLE   5,437 0 0
SUBURBAN PROPANE PARTNERS L UNIT LTD PARTN 864482104   3,854,660 214,864 SH   SOLE   214,864 0 0
SUMMIT MIDSTREAM CORPORATION COM 86614G101   1,576,350 45,000 SH   SOLE   45,000 0 0
SUNCOKE ENERGY INC COM 86722A103   166,656 19,200 SH   SOLE   19,200 0 0
SUNCOR ENERGY INC NEW COM 867224107   236,288 6,400 SH   SOLE   6,400 0 0
SUNOCO LP/SUNOCO FIN CORP COM UT REP LP 86765K109   36,109,570 672,682 SH   SOLE   672,682 0 0
TARGA RES CORP COM 87612G101   26,959,281 182,145 SH   SOLE   182,145 0 0
TC ENERGY CORP COM 87807B107   11,839,950 249,000 SH   SOLE   249,000 0 0
TECK RESOURCES LTD CL B 878742204   847,228 16,218 SH   SOLE   16,218 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103   310,984 800 SH   SOLE   800 0 0
TRANSDIGM GROUP INC COM 893641100   278,290 195 SH   SOLE   195 0 0
UNITED STATES STL CORP NEW COM 912909108   413,361 11,700 SH   SOLE   11,700 0 0
VALERO ENERGY CORP COM 91913Y100   270,060 2,000 SH   SOLE   2,000 0 0
VERALTO CORP COM SHS 92338C103   872,508 7,800 SH   SOLE   7,800 0 0
VONTIER CORPORATION COM 928881101   276,735 8,202 SH   SOLE   8,202 0 0
WESTERN MIDSTREAM PARTNERS L COM UNIT LP INT 958669103   56,077,912 1,465,706 SH   SOLE   1,465,706 0 0
WESTLAKE CORPORATION COM 960413102   240,464 1,600 SH   SOLE   1,600 0 0
WILLIAMS COS INC COM 969457100   19,013,225 416,500 SH   SOLE   416,500 0 0