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   5,257,259 21,700 SH   SOLE   21,700 0 0
Albemarle Corporation COM 012653101   948,528 7,200 SH   SOLE   7,200 0 0
Amcor plc COM G0250X107   878,724 92,400 SH   SOLE   92,400 0 0
APA Corporation COM 03743Q108   1,925,280 56,000 SH   SOLE   56,000 0 0
Avery Dennison Corporation COM 053611109   1,227,875 5,500 SH   SOLE   5,500 0 0
Baker Hughes Company COM 05722G100   9,929,400 296,400 SH   SOLE   296,400 0 0
Ball Corporation COM 058498106   1,569,488 23,300 SH   SOLE   23,300 0 0
Celanese Corporation COM 150870103   6,148,635 35,777 SH   SOLE   35,777 0 0
Cenovus Energy Inc. COM 15135U109   5,863,067 293,300 SH   SOLE   293,300 0 0
CF Industries Holdings, Inc. COM 125269100   1,112,434 13,369 SH   SOLE   13,369 0 0
Chesapeake Energy Corporation COM 165167735   3,570,966 40,200 SH   SOLE   40,200 0 0
Chevron Corporation COM 166764100   85,443,184 541,671 SH   SOLE   541,671 0 0
Chord Energy Corporation COM 674215207   40,104 225 SH   SOLE   225 0 0
ConocoPhillips COM 20825C104   43,513,977 341,876 SH   SOLE   341,876 0 0
Corteva Inc. COM 22052L104   5,371,672 93,145 SH   SOLE   93,145 0 0
Coterra Energy Inc. COM 127097103   3,510,092 125,900 SH   SOLE   125,900 0 0
Devon Energy Corporation COM 25179M103   14,286,246 284,700 SH   SOLE   284,700 0 0
Diamondback Energy, Inc. COM 25278X109   19,400,843 97,900 SH   SOLE   97,900 0 0
Dow, Inc. COM 260557103   3,704,334 63,945 SH   SOLE   63,945 0 0
DuPont de Nemours, Inc. COM 26614N102   2,570,438 33,526 SH   SOLE   33,526 0 0
Eastman Chemical Company COM 277432100   771,694 7,700 SH   SOLE   7,700 0 0
Ecolab Inc. COM 278865100   11,545,000 50,000 SH   SOLE   50,000 0 0
EOG Resources, Inc. COM 26875P101   28,184,501 220,467 SH   SOLE   220,467 0 0
EQT Corporation COM 26884L109   2,276,098 61,400 SH   SOLE   61,400 0 0
Exxon Mobil Corporation COM 30231G102   136,399,503 1,173,430 SH   SOLE   1,173,430 0 0
FMC Corporation COM 302491303   462,144 7,255 SH   SOLE   7,255 0 0
Freeport-McMoRan, Inc. COM 35671D857   12,051,226 256,300 SH   SOLE   256,300 0 0
Halliburton Company COM 406216101   6,991,255 177,353 SH   SOLE   177,353 0 0
Hess Corporation COM 42809H107   21,673,201 141,989 SH   SOLE   141,989 0 0
International Flavors & Fragrances Inc. COM 459506101   1,806,306 21,006 SH   SOLE   21,006 0 0
International Paper Company COM 460146103   838,930 21,500 SH   SOLE   21,500 0 0
Kinder Morgan, Inc. COM 49456B101   12,736,983 694,492 SH   SOLE   694,492 0 0
Linde plc COM G54950103   32,966,720 71,000 SH   SOLE   71,000 0 0
LyondellBasell Industries N.V. COM N53745100   7,026,636 68,700 SH   SOLE   68,700 0 0
Marathon Oil Corporation COM 565849106   2,703,636 95,400 SH   SOLE   95,400 0 0
Marathon Petroleum Corporation COM 56585A102   33,814,118 167,812 SH   SOLE   167,812 0 0
Martin Marietta Materials, Inc. COM 573284106   3,069,700 5,000 SH   SOLE   5,000 0 0
Mosaic Company COM 61945C103   688,184 21,201 SH   SOLE   21,201 0 0
Newmont Corporation COM 651639106   3,838,464 107,100 SH   SOLE   107,100 0 0
Nucor Corporation COM 670346105   4,472,540 22,600 SH   SOLE   22,600 0 0
Occidental Petroleum Corporation COM 674599105   9,875,295 151,951 SH   SOLE   151,951 0 0
ONEOK, Inc. COM 682680103   11,055,443 137,900 SH   SOLE   137,900 0 0
Packaging Corporation of America COM 695156109   1,119,702 5,900 SH   SOLE   5,900 0 0
Phillips 66 COM 718546104   25,231,947 154,475 SH   SOLE   154,475 0 0
Pioneer Natural Resources Company COM 723787107   26,643,750 101,500 SH   SOLE   101,500 0 0
PPG Industries, Inc. COM 693506107   7,969,500 55,000 SH   SOLE   55,000 0 0
Schlumberger N.V. COM 806857108   20,714,508 377,933 SH   SOLE   377,933 0 0
Sherwin-Williams Company COM 824348106   8,023,323 23,100 SH   SOLE   23,100 0 0
Steel Dynamics, Inc. COM 858119100   1,856,729 12,526 SH   SOLE   12,526 0 0
Targa Resources Corp. COM 87612G101   8,208,867 73,300 SH   SOLE   73,300 0 0
TechnipFMC plc COM G87110105   4,364,118 173,800 SH   SOLE   173,800 0 0
Valero Energy Corporation COM 91913Y100   14,679,340 86,000 SH   SOLE   86,000 0 0
Vulcan Materials Company COM 929160109   8,760,732 32,100 SH   SOLE   32,100 0 0
WestRock Company COM 96145D105   761,530 15,400 SH   SOLE   15,400 0 0
Williams Companies, Inc. COM 969457100   19,163,498 491,750 SH   SOLE   491,750 0 0