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
ADVANSIX INC COM 00773T101   204,808 5,855 SH   SOLE   5,855 0 0
AMCOR PLC ORD G0250X107   229,540 23,000 SH   SOLE   23,000 0 0
APA CORPORATION COM 03743Q108   410,040 12,000 SH   SOLE   12,000 0 0
APARTMENT INCOME REIT CORP COM 03750L109   312,575 8,661 SH   SOLE   8,661 0 0
ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L203   951,432 34,800 SH   SOLE   34,800 0 0
ARCHER DANIELS MIDLAND CO COM 039483102   757,716 10,028 SH   SOLE   10,028 0 0
ATKORE INC COM 047649108   977,120 6,266 SH   SOLE   6,266 0 0
BALCHEM CORP COM 057665200   283,101 2,100 SH   SOLE   2,100 0 0
BARRICK GOLD CORP COM 067901108   209,932 12,400 SH   SOLE   12,400 0 0
BHP GROUP LTD SPONSORED ADS 088606108   2,346,642 39,327 SH   SOLE   39,327 0 0
BUNGE LIMITED COM G16962105   533,266 5,652 SH   SOLE   5,652 0 0
CANADIAN NAT RES LTD COM 136385101   236,292 4,200 SH   SOLE   4,200 0 0
CARRIER GLOBAL CORPORATION COM 14448C104   820,265 16,501 SH   SOLE   16,501 0 0
CBRE GROUP INC CL A 12504L109   726,390 9,000 SH   SOLE   9,000 0 0
CELANESE CORP DEL COM 150870103   266,340 2,300 SH   SOLE   2,300 0 0
CF INDS HLDGS INC COM 125269100   1,199,855 17,284 SH   SOLE   17,284 0 0
CHAMPIONX CORPORATION COM 15872M104   510,049 16,432 SH   SOLE   16,432 0 0
CHENIERE ENERGY INC COM NEW 16411R208   11,595,967 76,109 SH   SOLE   76,109 0 0
CHENIERE ENERGY PARTNERS LP COM UNIT 16411Q101   12,986,519 281,459 SH   SOLE   281,459 0 0
CHEVRON CORP NEW COM 166764100   346,170 2,200 SH   SOLE   2,200 0 0
COMMERCIAL METALS CO COM 201723103   373,886 7,100 SH   SOLE   7,100 0 0
CONOCOPHILLIPS COM 20825C104   372,996 3,600 SH   SOLE   3,600 0 0
CONSTELLATION ENERGY CORP COM 21037T109   845,830 9,239 SH   SOLE   9,239 0 0
CORTEVA INC COM 22052L104   1,320,536 23,046 SH   SOLE   23,046 0 0
COTERRA ENERGY INC COM 127097103   217,580 8,600 SH   SOLE   8,600 0 0
CRANE NXT CO COM 224441105   530,536 9,400 SH   SOLE   9,400 0 0
CRESTWOOD EQUITY PARTNERS LP UNIT LTD PARTNER 226344208   2,910,735 109,922 SH   SOLE   109,922 0 0
DEERE & CO COM 244199105   243,114 600 SH   SOLE   600 0 0
DELEK LOGISTICS PARTNERS LP COM UNT RP INT 24664T103   576,522 10,559 SH   SOLE   10,559 0 0
DIAMONDBACK ENERGY INC COM 25278X109   236,448 1,800 SH   SOLE   1,800 0 0
DT MIDSTREAM INC COMMON STOCK 23345M107   1,655,143 33,390 SH   SOLE   33,390 0 0
EMBECTA CORP COMMON STOCK 29082K105   235,159 10,887 SH   SOLE   10,887 0 0
ENBRIDGE INC COM 29250N105   6,221,176 167,461 SH   SOLE   167,461 0 0
ENERGY TRANSFER L P COM UT LTD PTN 29273V100   63,934,035 5,034,176 SH   SOLE   5,034,176 0 0
ENLINK MIDSTREAM LLC COM UNIT REP LTD 29336T100   23,082,634 2,177,607 SH   SOLE   2,177,607 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107   63,406,242 2,406,309 SH   SOLE   2,406,309 0 0
EOG RES INC COM 26875P101   228,880 2,000 SH   SOLE   2,000 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108   267,560 4,000 SH   SOLE   4,000 0 0
EXXON MOBIL CORP COM 30231G102   214,500 2,000 SH   SOLE   2,000 0 0
FORTIVE CORP COM 34959J108   235,226 3,146 SH   SOLE   3,146 0 0
FREEPORT-MCMORAN INC CL B 35671D857   1,434,600 35,865 SH   SOLE   35,865 0 0
FTAI INFRASTRUCTURE INC COMMON STOCK 35953C106   121,770 33,000 SH   SOLE   33,000 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107   1,137,360 14,000 SH   SOLE   14,000 0 0
GENESIS ENERGY L P UNIT LTD PARTN 371927104   2,590,858 271,294 SH   SOLE   271,294 0 0
GERDAU SA SPON ADR REP PFD 373737105   813,479 155,839 SH   SOLE   155,839 0 0
GLOBAL PARTNERS LP COM UNITS 37946R109   4,022,188 130,888 SH   SOLE   130,888 0 0
GOLAR LNG LTD SHS G9456A100   645,440 32,000 SH   SOLE   32,000 0 0
GRAY TELEVISION INC COM 389375106   102,440 13,000 SH   SOLE   13,000 0 0
GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101   427,176 6,800 SH   SOLE   6,800 0 0
HALEON PLC SPON ADS 405552100   176,868 21,106 SH   SOLE   21,106 0 0
HALLIBURTON CO COM 406216101   237,528 7,200 SH   SOLE   7,200 0 0
HESS CORP COM 42809H107   271,900 2,000 SH   SOLE   2,000 0 0
HESS MIDSTREAM LP CL A SHS 428103105   1,517,034 49,447 SH   SOLE   49,447 0 0
HF SINCLAIR CORP COM 403949100   223,050 5,000 SH   SOLE   5,000 0 0
HOLLY ENERGY PARTNERS L P COM UT LTD PTN 435763107   894,087 48,329 SH   SOLE   48,329 0 0
ICL GROUP LTD SHS M53213100   611,343 111,559 SH   SOLE   111,559 0 0
INTERNATIONAL PAPER CO COM 460146103   235,394 7,400 SH   SOLE   7,400 0 0
IQVIA HLDGS INC COM 46266C105   204,541 910 SH   SOLE   910 0 0
KINDER MORGAN INC DEL COM 49456B101   4,072,392 236,492 SH   SOLE   236,492 0 0
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106   43,421,086 696,744 SH   SOLE   696,744 0 0
MARATHON PETE CORP COM 56585A102   443,080 3,800 SH   SOLE   3,800 0 0
MASTERBRAND INC COMMON STOCK 57638P104   314,010 27,000 SH   SOLE   27,000 0 0
MEDICAL PPTYS TRUST INC COM 58463J304   180,570 19,500 SH   SOLE   19,500 0 0
MID-AMER APT CMNTYS INC COM 59522J103   242,976 1,600 SH   SOLE   1,600 0 0
MOSAIC CO NEW COM 61945C103   950,845 27,167 SH   SOLE   27,167 0 0
MPLX LP COM UNIT REP LTD 55336V100   49,618,617 1,461,951 SH   SOLE   1,461,951 0 0
MUELLER INDS INC COM 624756102   364,831 4,180 SH   SOLE   4,180 0 0
NEWMONT CORP COM 651639106   464,994 10,900 SH   SOLE   10,900 0 0
NGL ENERGY PARTNERS LP COM UNIT REPST 62913M107   115,377 29,660 SH   SOLE   29,660 0 0
NUCOR CORP COM 670346105   2,574,814 15,702 SH   SOLE   15,702 0 0
NUSTAR ENERGY LP UNIT COM 67058H102   8,286,110 483,437 SH   SOLE   483,437 0 0
NUTRIEN LTD COM 67077M108   1,564,825 26,500 SH   SOLE   26,500 0 0
NVENT ELECTRIC PLC SHS G6700G107   1,005,912 19,468 SH   SOLE   19,468 0 0
OCCIDENTAL PETE CORP COM 674599105   223,440 3,800 SH   SOLE   3,800 0 0
ONEOK INC NEW COM 682680103   3,801,952 61,600 SH   SOLE   61,600 0 0
ORGANON & CO COMMON STOCK 68622V106   239,315 11,500 SH   SOLE   11,500 0 0
OTIS WORLDWIDE CORP COM 68902V107   836,694 9,400 SH   SOLE   9,400 0 0
PARKER-HANNIFIN CORP COM 701094104   210,622 540 SH   SOLE   540 0 0
PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105   46,014,758 3,263,458 SH   SOLE   3,263,458 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101   757,231 7,730 SH   SOLE   7,730 0 0
RELIANCE STEEL & ALUMINUM CO COM 759509102   624,657 2,300 SH   SOLE   2,300 0 0
RIO TINTO PLC SPONSORED ADR 767204100   1,589,680 24,901 SH   SOLE   24,901 0 0
SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 833635105   457,506 6,300 SH   SOLE   6,300 0 0
SOUTHERN COPPER CORP COM 84265V105   328,641 4,581 SH   SOLE   4,581 0 0
SPDR GOLD TR GOLD SHS 78463V107   2,674,050 15,000 SH   SOLE   15,000 0 0
STANDEX INTL CORP COM 854231107   320,995 2,269 SH   SOLE   2,269 0 0
STEEL DYNAMICS INC COM 858119100   2,360,731 21,672 SH   SOLE   21,672 0 0
SUBURBAN PROPANE PARTNERS L UNIT LTD PARTN 864482104   257,890 17,425 SH   SOLE   17,425 0 0
SUNCOKE ENERGY INC COM 86722A103   273,089 34,700 SH   SOLE   34,700 0 0
SUNOCO LP/SUNOCO FIN CORP COM UT REP LP 86765K109   871,200 20,000 SH   SOLE   20,000 0 0
TARGA RES CORP COM 87612G101   13,590,319 178,585 SH   SOLE   178,585 0 0
TECK RESOURCES LTD CL B 878742204   1,849,285 43,926 SH   SOLE   43,926 0 0
TIMKENSTEEL CORPORATION COM 887399103   258,840 12,000 SH   SOLE   12,000 0 0
UNITED STATES STL CORP NEW COM 912909108   917,867 36,700 SH   SOLE   36,700 0 0
VALE S A SPONSORED ADS 91912E105   504,592 37,600 SH   SOLE   37,600 0 0
VALERO ENERGY CORP COM 91913Y100   234,600 2,000 SH   SOLE   2,000 0 0
VONTIER CORPORATION COM 928881101   386,520 12,000 SH   SOLE   12,000 0 0
WESTERN MIDSTREAM PARTNERS L COM UNIT LP INT 958669103   35,153,878 1,325,561 SH   SOLE   1,325,561 0 0
WESTLAKE CORPORATION COM 960413102   230,338 1,928 SH   SOLE   1,928 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104   756,656 22,580 SH   SOLE   22,580 0 0
WHEATON PRECIOUS METALS CORP COM 962879102   284,128 6,574 SH   SOLE   6,574 0 0
WOODSIDE ENERGY GROUP LTD SPONSORED ADR 980228308   254,162 10,960 SH   SOLE   10,960 0 0
WORTHINGTON INDS INC COM 981811102   483,372 6,958 SH   SOLE   6,958 0 0