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   222,607 5,855 SH   SOLE   5,855 0 0
AMCOR PLC ORD G0250X107   273,930 23,000 SH   SOLE   23,000 0 0
APA CORPORATION COM 03743Q108   280,080 6,000 SH   SOLE   6,000 0 0
APARTMENT INCOME REIT CORP COM 03750L109   297,159 8,661 SH   SOLE   8,661 0 0
ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L203   912,456 34,800 SH   SOLE   34,800 0 0
ARCHER DANIELS MIDLAND CO COM 039483102   931,100 10,028 SH   SOLE   10,028 0 0
ATKORE INC COM 047649108   710,690 6,266 SH   SOLE   6,266 0 0
BALCHEM CORP COM 057665200   256,431 2,100 SH   SOLE   2,100 0 0
BARRICK GOLD CORP COM 067901108   213,032 12,400 SH   SOLE   12,400 0 0
BHP GROUP LTD SPONSORED ADS 088606108   2,440,240 39,327 SH   SOLE   39,327 0 0
BUNGE LIMITED COM G16962105   563,900 5,652 SH   SOLE   5,652 0 0
CANADIAN NAT RES LTD COM 136385101   233,226 4,200 SH   SOLE   4,200 0 0
CARRIER GLOBAL CORPORATION COM 14448C104   861,960 20,896 SH   SOLE   20,896 0 0
CBRE GROUP INC CL A 12504L109   692,640 9,000 SH   SOLE   9,000 0 0
CF INDS HLDGS INC COM 125269100   1,472,597 17,284 SH   SOLE   17,284 0 0
CHAMPIONX CORPORATION COM 15872M104   771,424 26,610 SH   SOLE   26,610 0 0
CHENIERE ENERGY INC COM NEW 16411R208   12,984,736 86,588 SH   SOLE   86,588 0 0
CHENIERE ENERGY PARTNERS LP COM UNIT 16411Q101   16,229,731 285,383 SH   SOLE   285,383 0 0
CHEVRON CORP NEW COM 166764100   394,878 2,200 SH   SOLE   2,200 0 0
COMSTOCK RES INC COM 205768302   357,831 26,100 SH   SOLE   26,100 0 0
CONOCOPHILLIPS COM 20825C104   424,800 3,600 SH   SOLE   3,600 0 0
CONSTELLATION ENERGY CORP COM 21037T109   3,051,834 35,400 SH   SOLE   35,400 0 0
CORTEVA INC COM 22052L104   1,712,438 29,133 SH   SOLE   29,133 0 0
COTERRA ENERGY INC COM 127097103   211,302 8,600 SH   SOLE   8,600 0 0
CRESTWOOD EQUITY PARTNERS LP UNIT LTD PARTNER 226344208   1,836,338 70,116 SH   SOLE   70,116 0 0
DCP MIDSTREAM LP COM UT LTD PTN 23311P100   17,479,317 450,614 SH   SOLE   450,614 0 0
DEERE & CO COM 244199105   257,256 600 SH   SOLE   600 0 0
DELEK LOGISTICS PARTNERS LP COM UNT RP INT 24664T103   482,320 10,659 SH   SOLE   10,659 0 0
DEVON ENERGY CORP NEW COM 25179M103   246,040 4,000 SH   SOLE   4,000 0 0
DIAMONDBACK ENERGY INC COM 25278X109   246,204 1,800 SH   SOLE   1,800 0 0
DOW INC COM 260557103   738,314 14,652 SH   SOLE   14,652 0 0
DT MIDSTREAM INC COMMON STOCK 23345M107   1,845,131 33,390 SH   SOLE   33,390 0 0
EMBECTA CORP COMMON STOCK 29082K105   275,332 10,887 SH   SOLE   10,887 0 0
ENERGY TRANSFER L P COM UT LTD PTN 29273V100   53,581,311 4,514,011 SH   SOLE   4,514,011 0 0
ENLINK MIDSTREAM LLC COM UNIT REP LTD 29336T100   33,827,669 2,750,217 SH   SOLE   2,750,217 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107   42,168,538 1,748,281 SH   SOLE   1,748,281 0 0
EOG RES INC COM 26875P101   259,040 2,000 SH   SOLE   2,000 0 0
EQT CORP COM 26884L109   209,746 6,200 SH   SOLE   6,200 0 0
EQUITRANS MIDSTREAM CORP COM 294600101   168,840 25,200 SH   SOLE   25,200 0 0
FORTIVE CORP COM 34959J108   202,130 3,146 SH   SOLE   3,146 0 0
FREEPORT-MCMORAN INC CL B 35671D857   1,362,870 35,865 SH   SOLE   35,865 0 0
FTAI INFRASTRUCTURE INC COMMON STOCK 35953C106   97,350 33,000 SH   SOLE   33,000 0 0
GENESIS ENERGY L P UNIT LTD PARTN 371927104   2,101,759 205,853 SH   SOLE   205,853 0 0
GERDAU SA SPON ADR REP PFD 373737105   822,241 148,419 SH   SOLE   148,419 0 0
GOLAR LNG LTD SHS G9456A100   729,280 32,000 SH   SOLE   32,000 0 0
HALEON PLC SPON ADS 405552100   334,400 41,800 SH   SOLE   41,800 0 0
HALLIBURTON CO COM 406216101   283,320 7,200 SH   SOLE   7,200 0 0
HESS CORP COM 42809H107   283,640 2,000 SH   SOLE   2,000 0 0
HESS MIDSTREAM LP CL A SHS 428103105   1,479,454 49,447 SH   SOLE   49,447 0 0
HF SINCLAIR CORP COM 403949100   259,450 5,000 SH   SOLE   5,000 0 0
HOLLY ENERGY PARTNERS L P COM UT LTD PTN 435763107   973,008 53,698 SH   SOLE   53,698 0 0
ICL GROUP LTD SHS M53213100   815,496 111,559 SH   SOLE   111,559 0 0
KINDER MORGAN INC DEL COM 49456B101   4,275,775 236,492 SH   SOLE   236,492 0 0
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106   36,055,801 718,100 SH   SOLE   718,100 0 0
MARATHON OIL CORP COM 565849106   265,286 9,800 SH   SOLE   9,800 0 0
MARATHON PETE CORP COM 56585A102   442,282 3,800 SH   SOLE   3,800 0 0
MOSAIC CO NEW COM 61945C103   1,191,816 27,167 SH   SOLE   27,167 0 0
MPLX LP COM UNIT REP LTD 55336V100   47,549,660 1,447,919 SH   SOLE   1,447,919 0 0
MUELLER INDS INC COM 624756102   246,620 4,180 SH   SOLE   4,180 0 0
NEWMONT CORP COM 651639106   514,480 10,900 SH   SOLE   10,900 0 0
NUCOR CORP COM 670346105   2,069,681 15,702 SH   SOLE   15,702 0 0
NUSTAR ENERGY LP UNIT COM 67058H102   4,909,136 306,821 SH   SOLE   306,821 0 0
NUTRIEN LTD COM 67077M108   1,935,295 26,500 SH   SOLE   26,500 0 0
NVENT ELECTRIC PLC SHS G6700G107   602,748 15,668 SH   SOLE   15,668 0 0
OCCIDENTAL PETE CORP COM 674599105   239,362 3,800 SH   SOLE   3,800 0 0
ONEOK INC NEW COM 682680103   4,047,120 61,600 SH   SOLE   61,600 0 0
ORGANON & CO COMMON STOCK 68622V106   703,836 25,200 SH   SOLE   25,200 0 0
OTIS WORLDWIDE CORP COM 68902V107   736,114 9,400 SH   SOLE   9,400 0 0
PHILLIPS 66 COM 718546104   1,506,142 14,471 SH   SOLE   14,471 0 0
PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105   35,139,562 2,988,058 SH   SOLE   2,988,058 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101   780,112 7,730 SH   SOLE   7,730 0 0
RELIANCE STEEL & ALUMINUM CO COM 759509102   465,612 2,300 SH   SOLE   2,300 0 0
RIO TINTO PLC SPONSORED ADR 767204100   1,772,951 24,901 SH   SOLE   24,901 0 0
SIBANYE STILLWATER LTD SPONSORED ADR 82575P107   497,470 46,667 SH   SOLE   46,667 0 0
SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 833635105   502,992 6,300 SH   SOLE   6,300 0 0
SOUTHERN COPPER CORP COM 84265V105   276,647 4,581 SH   SOLE   4,581 0 0
STANDEX INTL CORP COM 854231107   232,368 2,269 SH   SOLE   2,269 0 0
STEEL DYNAMICS INC COM 858119100   2,117,354 21,672 SH   SOLE   21,672 0 0
SUNCOKE ENERGY INC COM 86722A103   299,461 34,700 SH   SOLE   34,700 0 0
SUNCOR ENERGY INC NEW COM 867224107   203,072 6,400 SH   SOLE   6,400 0 0
TARGA RES CORP COM 87612G101   13,125,998 178,585 SH   SOLE   178,585 0 0
TECK RESOURCES LTD CL B 878742204   3,089,894 81,700 SH   SOLE   81,700 0 0
UNITED STATES STL CORP NEW COM 912909108   919,335 36,700 SH   SOLE   36,700 0 0
VALE S A SPONSORED ADS 91912E105   638,072 37,600 SH   SOLE   37,600 0 0
VALERO ENERGY CORP COM 91913Y100   253,720 2,000 SH   SOLE   2,000 0 0
WESTERN MIDSTREAM PARTNERS L COM UNIT LP INT 958669103   34,691,006 1,292,030 SH   SOLE   1,292,030 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104   699,980 22,580 SH   SOLE   22,580 0 0
WHEATON PRECIOUS METALS CORP COM 962879102   256,912 6,574 SH   SOLE   6,574 0 0
WILLIAMS COS INC COM 969457100   5,733,154 174,260 SH   SOLE   174,260 0 0
WOODSIDE ENERGY GROUP LTD SPONSORED ADR 980228308   265,342 10,960 SH   SOLE   10,960 0 0
WORTHINGTON INDS INC COM 981811102   345,882 6,958 SH   SOLE   6,958 0 0
YAMANA GOLD INC COM 98462Y100   134,310 24,200 SH   SOLE   24,200 0 0