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   6,235,860 21,500 SH   SOLE   21,500 0 0
Albemarle Corporation COM 012653101   619,776 7,200 SH   SOLE   7,200 0 0
Amcor plc COM G0250X107   869,484 92,400 SH   SOLE   92,400 0 0
APA Corporation COM 03743Q108   1,293,040 56,000 SH   SOLE   56,000 0 0
Avery Dennison Corporation COM 053611109   1,178,919 6,300 SH   SOLE   6,300 0 0
Baker Hughes Company COM 05722G100   17,560,662 428,100 SH   SOLE   428,100 0 0
Ball Corporation COM 058498106   1,284,529 23,300 SH   SOLE   23,300 0 0
Celanese Corporation COM 150870103   475,957 6,877 SH   SOLE   6,877 0 0
CF Industries Holdings, Inc. COM 125269100   2,505,763 29,369 SH   SOLE   29,369 0 0
Chevron Corporation COM 166764100   73,893,168 510,171 SH   SOLE   510,171 0 0
Chord Energy Corporation COM 674215207   26,307 225 SH   SOLE   225 0 0
ConocoPhillips COM 20825C104   40,531,076 408,703 SH   SOLE   408,703 0 0
Corteva Inc. COM 22052L104   5,237,187 91,945 SH   SOLE   91,945 0 0
Coterra Energy Inc. COM 127097103   3,215,486 125,900 SH   SOLE   125,900 0 0
Crown Holdings, Inc. COM 228368106   3,489,518 42,200 SH   SOLE   42,200 0 0
Devon Energy Corporation COM 25179M103   4,130,526 126,200 SH   SOLE   126,200 0 0
Diamondback Energy, Inc. COM 25278X109   13,008,102 79,400 SH   SOLE   79,400 0 0
Dow, Inc. COM 260557103   2,566,113 63,945 SH   SOLE   63,945 0 0
DuPont de Nemours, Inc. COM 26614N102   2,815,608 36,926 SH   SOLE   36,926 0 0
Eastman Chemical Company COM 277432100   4,821,696 52,800 SH   SOLE   52,800 0 0
Ecolab Inc. COM 278865100   11,341,088 48,400 SH   SOLE   48,400 0 0
EOG Resources, Inc. COM 26875P101   26,681,621 217,667 SH   SOLE   217,667 0 0
EQT Corporation COM 26884L109   4,117,623 89,300 SH   SOLE   89,300 0 0
Expand Energy Corporation COM 165167735   6,480,705 65,100 SH   SOLE   65,100 0 0
Exxon Mobil Corporation COM 30231G102   154,250,539 1,433,955 SH   SOLE   1,433,955 0 0
FMC Corporation COM 302491303   352,665 7,255 SH   SOLE   7,255 0 0
Freeport-McMoRan, Inc. COM 35671D857   9,877,952 259,400 SH   SOLE   259,400 0 0
Halliburton Company COM 406216101   4,822,228 177,353 SH   SOLE   177,353 0 0
Hess Corporation COM 42809H107   18,380,519 138,189 SH   SOLE   138,189 0 0
International Flavors & Fragrances Inc. COM 459506101   4,786,037 56,606 SH   SOLE   56,606 0 0
International Paper Company COM 460146103   1,157,130 21,500 SH   SOLE   21,500 0 0
Itron, Inc. COM 465741106   3,072,814 28,300 SH   SOLE   28,300 0 0
Kinder Morgan, Inc. COM 49456B101   12,203,741 445,392 SH   SOLE   445,392 0 0
Linde plc COM G54950103   29,055,698 69,400 SH   SOLE   69,400 0 0
LyondellBasell Industries N.V. COM N53745100   1,529,962 20,600 SH   SOLE   20,600 0 0
Marathon Petroleum Corporation COM 56585A102   15,179,274 108,812 SH   SOLE   108,812 0 0
Martin Marietta Materials, Inc. COM 573284106   2,789,100 5,400 SH   SOLE   5,400 0 0
Mosaic Company COM 61945C103   521,121 21,201 SH   SOLE   21,201 0 0
Newmont Corporation COM 651639106   5,698,382 153,100 SH   SOLE   153,100 0 0
Nucor Corporation COM 670346105   2,637,646 22,600 SH   SOLE   22,600 0 0
Occidental Petroleum Corporation COM 674599105   7,414,020 150,051 SH   SOLE   150,051 0 0
ONEOK, Inc. COM 682680103   18,855,120 187,800 SH   SOLE   187,800 0 0
Packaging Corporation of America COM 695156109   1,665,962 7,400 SH   SOLE   7,400 0 0
Phillips 66 COM 718546104   15,742,278 138,175 SH   SOLE   138,175 0 0
PPG Industries, Inc. COM 693506107   2,162,045 18,100 SH   SOLE   18,100 0 0
Schlumberger N.V. COM 806857108   14,489,951 377,933 SH   SOLE   377,933 0 0
Sherwin-Williams Company COM 824348106   7,818,390 23,000 SH   SOLE   23,000 0 0
Smurfit Westrock plc COM G8267P108   2,224,418 41,300 SH   SOLE   41,300 0 0
Steel Dynamics, Inc. COM 858119100   1,428,841 12,526 SH   SOLE   12,526 0 0
Targa Resources Corp. COM 87612G101   14,869,050 83,300 SH   SOLE   83,300 0 0
TechnipFMC plc COM G87110105   3,168,930 109,500 SH   SOLE   109,500 0 0
Texas Pacific Land Corporation COM 88262P102   6,138,078 5,550 SH   SOLE   5,550 0 0
Williams Companies, Inc. COM 969457100   19,772,742 365,350 SH   SOLE   365,350 0 0
Valero Energy Corporation COM 91913Y100   9,954,308 81,200 SH   SOLE   81,200 0 0
Vulcan Materials Company COM 929160109   6,533,642 25,400 SH   SOLE   25,400 0 0