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
ALCOA CORP COM 013872106 809 69,600 SH   SOLE   69,600 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 260 5,589 SH   SOLE   5,589 0 0
ARCHROCK INC COM 03957W106 2,728 506,990 SH   SOLE   506,990 0 0
BARRICK GOLD CORP COM 067901108 782 27,839 SH   SOLE   27,839 0 0
BHP GROUP LTD SPONSORED ADS 088606108 1,124 21,735 SH   SOLE   21,735 0 0
CENOVUS ENERGY INC COM 15135U109 4,562 1,170,922 SH   SOLE   1,170,922 0 0
CHENIERE ENERGY INC COM NEW 16411R208 1,844 39,849 SH   SOLE   39,849 0 0
CONOCOPHILLIPS COM 20825C104 546 16,618 SH   SOLE   16,618 0 0
CORTEVA INC COM 22052L104 259 9,000 SH   SOLE   9,000 0 0
ENBRIDGE INC COM 29250N105 3,626 124,142 SH   SOLE   124,142 0 0
ENERGY TRANSFER LP COM UT LTD PTN 29273V100 4,737 874,077 SH   SOLE   874,077 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 6,323 400,452 SH   SOLE   400,452 0 0
EQUITRANS MIDSTREAM CORP COM 294600101 4,421 522,551 SH   SOLE   522,551 0 0
EXXON MOBIL CORP COM 30231G102 321 9,362 SH   SOLE   9,362 0 0
FREEPORT-MCMORAN INC CL B 35671D857 1,537 98,247 SH   SOLE   98,247 0 0
INTERNATIONAL PAPER CO COM 460146103 518 12,773 SH   SOLE   12,773 0 0
KINDER MORGAN INC DEL COM 49456B101 6,627 537,485 SH   SOLE   537,485 0 0
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 4,197 122,733 SH   SOLE   122,733 0 0
MARATHON PETE CORP COM 56585A102 4,354 148,388 SH   SOLE   148,388 0 0
NEWMONT CORP COM 651639106 730 11,500 SH   SOLE   11,500 0 0
NUCOR CORP COM 670346105 596 13,282 SH   SOLE   13,282 0 0
NUTRIEN LTD COM 67077M108 1,062 27,085 SH   SOLE   27,085 0 0
ONEOK INC NEW COM 682680103 469 18,053 SH   SOLE   18,053 0 0
PEMBINA PIPELINE CORP COM 706327103 5,468 257,568 SH   SOLE   257,568 0 0
PHILLIPS 66 COM 718546104 4,141 79,876 SH   SOLE   79,876 0 0
PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207 4,854 797,015 SH   SOLE   797,015 0 0
PLUG POWER INC COM NEW 72919P202 1,261 94,019 SH   SOLE   94,019 0 0
POSCO SPONSORED ADR 693483109 582 13,900 SH   SOLE   13,900 0 0
RIO TINTO PLC SPONSORED ADR 767204100 745 12,332 SH   SOLE   12,332 0 0
SUNCOR ENERGY INC NEW COM 867224107 1,671 136,603 SH   SOLE   136,603 0 0
SUNOCO LP/SUNOCO FIN CORP COM UT REP LP 86765K109 3,998 163,935 SH   SOLE   163,935 0 0
TC ENERGY CORP COM 87807B107 3,062 72,963 SH   SOLE   72,963 0 0
TOTAL SE SPONSORED ADS 89151E109 2,342 68,279 SH   SOLE   68,279 0 0
VALE S A SPONSORED ADS 91912E105 541 51,139 SH   SOLE   51,139 0 0
VALERO ENERGY CORP COM 91913Y100 2,956 68,228 SH   SOLE   68,228 0 0
VIPER ENERGY PARTNERS LP COM UNT RP INT 92763M105 2,657 353,349 SH   SOLE   353,349 0 0
WESTLAKE CHEM CORP COM 960413102 680 10,754 SH   SOLE   10,754 0 0
WESTROCK CO COM 96145D105 724 20,835 SH   SOLE   20,835 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104 544 19,084 SH   SOLE   19,084 0 0
WILLIAMS COS INC COM 969457100 5,252 267,272 SH   SOLE   267,272 0 0