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
Air Products and Chemicals, Inc. COM 009158106   5,639,660 19,900 SH   SOLE   19,900 0 0
Albemarle Corporation COM 012653101   1,530,360 9,000 SH   SOLE   9,000 0 0
Amcor plc COM G0250X107   1,145,916 125,100 SH   SOLE   125,100 0 0
APA Corporation COM 03743Q108   2,301,600 56,000 SH   SOLE   56,000 0 0
Avery Dennison Corporation COM 053611109   1,004,685 5,500 SH   SOLE   5,500 0 0
Baker Hughes Company COM 05722G100   12,983,632 367,600 SH   SOLE   367,600 0 0
Ball Corporation COM 058498106   1,159,874 23,300 SH   SOLE   23,300 0 0
Canadian Natural Resources Limited COM 136385101   4,475,164 69,200 SH   SOLE   69,200 0 0
Celanese Corporation COM 150870103   4,540,937 36,177 SH   SOLE   36,177 0 0
Cenovus Energy Inc. COM 15135U109   5,365,314 257,700 SH   SOLE   257,700 0 0
CF Industries Holdings, Inc. COM 125269100   2,123,694 24,769 SH   SOLE   24,769 0 0
Chevron Corporation COM 166764100   91,437,736 542,271 SH   SOLE   542,271 0 0
Chord Energy Corporation COM 674215207   36,466 225 SH   SOLE   225 0 0
ConocoPhillips COM 20825C104   50,265,205 419,576 SH   SOLE   419,576 0 0
Corteva Inc. COM 22052L104   3,389,094 66,245 SH   SOLE   66,245 0 0
Coterra Energy Inc. COM 127097103   4,060,205 150,100 SH   SOLE   150,100 0 0
Devon Energy Corporation COM 25179M103   6,010,200 126,000 SH   SOLE   126,000 0 0
Diamondback Energy, Inc. COM 25278X109   14,806,528 95,600 SH   SOLE   95,600 0 0
Dow, Inc. COM 260557103   3,389,812 65,745 SH   SOLE   65,745 0 0
DuPont de Nemours, Inc. COM 26614N102   7,155,120 95,926 SH   SOLE   95,926 0 0
Eastman Chemical Company COM 277432100   682,808 8,900 SH   SOLE   8,900 0 0
Ecolab Inc. COM 278865100   7,724,640 45,600 SH   SOLE   45,600 0 0
EOG Resources, Inc. COM 26875P101   16,766,165 132,267 SH   SOLE   132,267 0 0
EQT Corporation COM 26884L109   2,491,612 61,400 SH   SOLE   61,400 0 0
Exxon Mobil Corporation COM 30231G102   158,066,321 1,344,330 SH   SOLE   1,344,330 0 0
FMC Corporation COM 302491303   673,383 10,055 SH   SOLE   10,055 0 0
Freeport-McMoRan, Inc. COM 35671D857   4,735,830 127,000 SH   SOLE   127,000 0 0
Halliburton Company COM 406216101   7,182,797 177,353 SH   SOLE   177,353 0 0
Hess Corporation COM 42809H107   18,786,717 122,789 SH   SOLE   122,789 0 0
International Flavors & Fragrances Inc. COM 459506101   1,431,979 21,006 SH   SOLE   21,006 0 0
International Paper Company COM 460146103   762,605 21,500 SH   SOLE   21,500 0 0
Kinder Morgan, Inc. COM 49456B101   6,658,395 401,592 SH   SOLE   401,592 0 0
Linde plc COM G54950103   25,059,155 67,300 SH   SOLE   67,300 0 0
LyondellBasell Industries N.V. COM N53745100   5,852,460 61,800 SH   SOLE   61,800 0 0
Marathon Oil Corporation COM 565849106   8,450,325 315,900 SH   SOLE   315,900 0 0
Marathon Petroleum Corporation COM 56585A102   26,229,038 173,312 SH   SOLE   173,312 0 0
Martin Marietta Materials, Inc. COM 573284106   2,134,496 5,200 SH   SOLE   5,200 0 0
Mosaic Company COM 61945C103   911,396 25,601 SH   SOLE   25,601 0 0
Newmont Corporation COM 651639106   2,597,585 70,300 SH   SOLE   70,300 0 0
Nucor Corporation COM 670346105   3,470,970 22,200 SH   SOLE   22,200 0 0
Occidental Petroleum Corporation COM 674599105   10,786,365 166,251 SH   SOLE   166,251 0 0
ONEOK, Inc. COM 682680103   8,746,997 137,900 SH   SOLE   137,900 0 0
Packaging Corporation of America COM 695156109   905,945 5,900 SH   SOLE   5,900 0 0
Phillips 66 COM 718546104   21,744,146 180,975 SH   SOLE   180,975 0 0
Pioneer Natural Resources Company COM 723787107   22,243,395 96,900 SH   SOLE   96,900 0 0
PPG Industries, Inc. COM 693506107   6,204,440 47,800 SH   SOLE   47,800 0 0
Schlumberger N.V. COM 806857108   27,601,144 473,433 SH   SOLE   473,433 0 0
Sealed Air Corporation COM 81211K100   292,454 8,900 SH   SOLE   8,900 0 0
Sherwin-Williams Company COM 824348106   5,407,060 21,200 SH   SOLE   21,200 0 0
Steel Dynamics, Inc. COM 858119100   1,343,038 12,526 SH   SOLE   12,526 0 0
Targa Resources Corp. COM 87612G101   9,952,092 116,100 SH   SOLE   116,100 0 0
TechnipFMC plc COM G87110105   3,535,092 173,800 SH   SOLE   173,800 0 0
Teck Resources Limited COM 878742204   2,352,714 54,600 SH   SOLE   54,600 0 0
Williams Companies, Inc. COM 969457100   9,532,586 282,950 SH   SOLE   282,950 0 0
Valero Energy Corporation COM 91913Y100   12,187,060 86,000 SH   SOLE   86,000 0 0
Vulcan Materials Company COM 929160109   6,121,206 30,300 SH   SOLE   30,300 0 0
WestRock Company COM 96145D105   551,320 15,400 SH   SOLE   15,400 0 0