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
Estimated average burden
hours per response: 23.8
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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
WILLIAMS COS INC COM 969457100 52,013 3,675,818 SH   SOLE None 3,675,818 0 0
VIPER ENERGY PARTNERS LP COM UNT RP INT 92763M105 34,318 5,176,146 SH   SOLE None 5,176,146 0 0
MPLX LP COM UNIT REP LTD 55336V100 21,569 1,856,233 SH   SOLE None 1,856,233 0 0
NOBLE ENERGY INC COM 655044105 21,283 3,523,676 SH   SOLE None 3,523,676 0 0
SWITCHBACK ENERGY ACQUISTN C UNIT 99/99/9999 87105M201 19,500 2,000,000 SH   SOLE None 2,000,000 0 0
CONOCOPHILLIPS COM 20825C104 19,195 623,223 SH   SOLE None 623,223 0 0
RATTLER MIDSTREAM LP COM UNITS 75419T103 13,729 3,945,248 SH   SOLE None 3,945,248 0 0
NRG ENERGY INC COM NEW 629377508 13,511 495,646 SH   SOLE None 495,646 0 0
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 11,530 315,981 SH   SOLE None 315,981 0 0
ENVIVA PARTNERS LP COM UNIT 29414J107 10,034 375,507 SH   SOLE None 375,507 0 0
CHEVRON CORP NEW COM 166764100 7,253 100,100 SH   SOLE None 100,100 0 0
ALTUS MIDSTREAM CO CL A 02215L100 5,504 7,338,281 SH   SOLE None 7,338,281 0 0
BP MIDSTREAM PARTNERS LP UNIT LTD PTNR 0556EL109 5,121 550,031 SH   SOLE None 550,031 0 0
EQM MIDSTREAM PARTNERS LP UNIT LTD PARTN 26885B100 4,734 401,157 SH   SOLE None 401,157 0 0
TOTAL S.A. SPONSORED ADS 89151E109 4,661 125,169 SH   SOLE None 125,169 0 0
PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105 4,261 806,991 SH   SOLE None 806,991 0 0
CHENIERE ENERGY INC COM NEW 16411R208 3,612 107,814 SH   SOLE None 107,814 0 0
ARCH COAL INC CL A 039380407 3,417 118,246 SH   SOLE None 118,246 0 0
NATURAL GAS SERVICES GROUP COM 63886Q109 3,100 695,116 SH   SOLE None 695,116 0 0
HESS MIDSTREAM PARTNERS LP UNIT LTD PR INT 428104103 3,018 297,027 SH   SOLE None 297,027 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 2,918 204,080 SH   SOLE None 204,080 0 0
JACOBS ENGR GROUP INC COM 469814107 2,878 36,300 SH   SOLE None 36,300 0 0
NOBLE MIDSTREAM PARTNERS LP COM UNIT REPST 65506L105 2,484 709,691 SH   SOLE None 709,691 0 0
TARGA RES CORP COM 87612G101 2,427 351,200 SH   SOLE None 351,200 0 0
TORTOISE ACQUISITION CORP UNIT 03/04/2024 89154L209 2,425 250,000 SH   SOLE None 250,000 0 0
CATERPILLAR INC DEL COM 149123101 2,382 20,530 SH   SOLE None 20,530 0 0
HONEYWELL INTL INC COM 438516106 2,323 17,360 SH   SOLE None 17,360 0 0
JOHNSON CTLS INTL PLC SHS G51502105 2,122 78,700 SH   SOLE None 78,700 0 0
EMERSON ELEC CO COM 291011104 2,044 42,900 SH   SOLE None 42,900 0 0
MARTIN MARIETTA MATLS INC COM 573284106 1,949 10,300 SH   SOLE None 10,300 0 0
VULCAN MATLS CO COM 929160109 1,913 17,700 SH   SOLE None 17,700 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 1,734 31,287 SH   SOLE None 31,287 0 0
TALLGRASS ENERGY LP CLASS A SHS 874696107 1,717 104,300 SH   SOLE None 104,300 0 0
SUNOCO LP COM UT REP LP 86765K109 1,362 87,098 SH   SOLE None 87,098 0 0
DIAMONDBACK ENERGY INC COM 25278X109 1,262 48,186 SH   SOLE None 48,186 0 0
MICROSOFT CORP COM 594918104 1,251 7,932 SH   SOLE None 7,932 0 0
HASBRO INC COM 418056107 1,195 16,700 SH   SOLE None 16,700 0 0
ISHARES SILVER TRUST ISHARES 46428Q109 967 74,100 SH   SOLE None 74,100 0 0
EOG RES INC COM 26875P101 955 26,573 SH   SOLE None 26,573 0 0
NEXTERA ENERGY INC COM 65339F101 950 3,950 SH   SOLE None 3,950 0 0
SEMPRA ENERGY COM 816851109 927 8,200 SH   SOLE None 8,200 0 0
HILLENBRAND INC COM 431571108 858 44,910 SH   SOLE None 44,910 0 0
COMMSCOPE HLDG CO INC COM 20337X109 840 92,200 SH   SOLE None 92,200 0 0
NEXTIER OILFIELD SOLUTIONS COM 65290C105 762 651,696 SH   SOLE None 651,696 0 0
CMS ENERGY CORP COM 125896100 734 12,500 SH   SOLE None 12,500 0 0
CONSOLIDATED EDISON INC COM 209115104 702 9,000 SH   SOLE None 9,000 0 0
APACHE CORP COM 037411105 689 164,845 SH   SOLE None 164,845 0 0
SQUARE INC CL A 852234103 618 11,800 SH   SOLE None 11,800 0 0
NEWMONT CORP COM 651639106 614 13,565 SH   SOLE None 13,565 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 514 6,357 SH   SOLE None 6,357 0 0
WPX ENERGY INC COM 98212B103 513 168,192 SH   SOLE None 168,192 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 500 9,300 SH   SOLE None 9,300 0 0
EATON CORP PLC SHS G29183103 489 6,300 SH   SOLE None 6,300 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 465 3,400 SH   SOLE None 3,400 0 0
PDC ENERGY INC COM 69327R101 448 72,116 SH   SOLE None 72,116 0 0
NATIONAL ENERGY SERVICES REU SHS G6375R107 444 87,460 SH   SOLE None 87,460 0 0
OSHKOSH CORP COM 688239201 380 5,900 SH   SOLE None 5,900 0 0
JOHNSON & JOHNSON COM 478160104 363 2,771 SH   SOLE None 2,771 0 0
AECOM COM 00766T100 331 11,100 SH   SOLE None 11,100 0 0
STEEL DYNAMICS INC COM 858119100 325 14,400 SH   SOLE None 14,400 0 0
JPMORGAN CHASE & CO COM 46625H100 305 3,392 SH   SOLE None 3,392 0 0
EQT CORPORATION COM 26884L109 304 43,001 SH   SOLE None 43,001 0 0
EMCOR GROUP INC COM 29084Q100 294 4,800 SH   SOLE None 4,800 0 0
SUBURBAN PROPANE PARTNERS L UNIT LTD PARTN 864482104 291 20,588 SH   SOLE None 20,588 0 0
COMSTOCK RES INC COM 205768302 259 48,131 SH   SOLE None 48,131 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 230 6,750 SH   SOLE None 6,750 0 0
PARSLEY ENERGY INC CL A 701877102 226 39,377 SH   SOLE None 39,377 0 0
CVR PARTNERS LP COM 126633106 215 208,300 SH   SOLE None 208,300 0 0