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
PEABODY ENGR CORP COM 704551100   73,910,505 3,412,304 SH   SOLE   3,412,304 0 0
CAMECO CORP COM 13321L108   66,943,814 2,136,732 SH   SOLE   2,136,732 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   50,991,456 125,200 SH   SOLE   125,200 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107   50,326,656 1,909,930 SH   SOLE   1,909,930 0 0
STERLING CHECK CORP COM 85917T109   47,065,061 3,838,912 SH   SOLE   3,838,912 0 0
API GROUP CORP COM STK 00187Y100   43,925,674 1,611,360 SH   SOLE   1,611,360 0 0
ISHARES TR CORE S&P500 ETF 464287200   43,803,933 98,279 SH   SOLE   98,279 0 0
ALLIANCE RESOURCE PARTNERS L UT LTD PART 01877R108   42,414,322 2,293,906 SH   SOLE   2,293,906 0 0
SIXTH STREET SPECIALTY LENDN COM 83012A109   34,463,930 1,843,977 SH   SOLE   1,843,977 0 0
ARES CAPITAL CORP COM 04010L103   32,809,124 1,746,095 SH   SOLE   1,746,095 0 0
MPLX LP COM UNIT REP LTD 55336V100   30,191,632 889,559 SH   SOLE   889,559 0 0
FRANCO NEVADA CORP COM 351858105   25,869,209 181,411 SH   SOLE   181,411 0 0
ANTERO RESOURCES CORP COM 03674X106   25,613,736 1,112,190 SH   SOLE   1,112,190 0 0
PAR TECHNOLOGY CORP COM 698884103   21,635,241 657,007 SH   SOLE   657,007 0 0
TECK RESOURCES LTD CL B 878742204   19,959,905 474,107 SH   SOLE   474,107 0 0
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106   16,015,928 256,995 SH   SOLE   256,995 0 0
OVINTIV INC COM 69047Q102   13,115,496 344,510 SH   SOLE   344,510 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   8,333,699 24,439 SH   SOLE   24,439 0 0
ARCH RESOURCES INC CL A 03940R107   5,321,821 47,196 SH   SOLE   47,196 0 0
RCI HOSPITALITY HLDGS INC COM 74934Q108   2,334,717 30,724 SH   SOLE   30,724 0 0
WARRIOR MET COAL INC COM 93627C101   2,112,453 54,235 SH   SOLE   54,235 0 0
DANIMER SCIENTIFIC INC COM CL A 236272100   1,603,877 673,898 SH   SOLE   673,898 0 0
TRANSOCEAN LTD REG SHS H8817H100   1,420,822 202,685 SH   SOLE   202,685 0 0