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
ALCOA CORP COM 013872106   3,011,786 78,066 SH   SOLE   78,066 0 0
ALLIANCE RESOURCE PARTNERS L UT LTD PART 01877R108   28,628,625 1,145,145 SH   SOLE   1,145,145 0 0
ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L203   2,409,095 102,290 SH   SOLE   102,290 0 0
ARCHER DANIELS MIDLAND CO COM 039483102   429,112 7,183 SH   SOLE   7,183 0 0
BARRICK GOLD CORP COM 067901108   1,824,416 68,009 SH   SOLE   68,009 0 0
BHP GROUP LTD SPONSORED ADS 088606108   1,722,683 27,736 SH   SOLE   27,736 0 0
BP PLC SPONSORED ADR 055622104   431,816 109,604 SH   SOLE   109,604 0 0
CENOVUS ENERGY INC COM 15135U109   69,763,998 4,100,212 SH   SOLE   4,100,212 0 0
CF INDS HLDGS INC COM 125269100   674,731 7,864 SH   SOLE   7,864 0 0
CHENIERE ENERGY INC COM NEW 16411R208   66,134,362 367,740 SH   SOLE   367,740 0 0
CLEARWAY ENERGY INC CL C 18539C204   202,488 6,600 SH   SOLE   6,600 0 0
CONOCOPHILLIPS COM 20825C104   1,612,153 15,313 SH   SOLE   15,313 0 0
DARLING INGREDIENTS INC COM 237266101   789,241 21,239 SH   SOLE   21,239 0 0
DOW INC COM 260557103   1,568,154 28,705 SH   SOLE   28,705 0 0
DT MIDSTREAM INC COMMON STOCK 23345M107   25,789,389 327,859 SH   SOLE   327,859 0 0
ENBRIDGE INC COM 29250N105   18,486,947 455,220 SH   SOLE   455,220 0 0
ENERGY TRANSFER L P COM UT LTD PTN 29273V100   73,529,014 4,581,247 SH   SOLE   4,581,247 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107   46,831,382 1,608,773 SH   SOLE   1,608,773 0 0
EQT CORP COM 26884L109   21,217,984 579,093 SH   SOLE   579,093 0 0
EXXON MOBIL CORP COM 30231G102   1,166,222 9,949 SH   SOLE   9,949 0 0
FMC CORP COM NEW 302491303   902,323 13,684 SH   SOLE   13,684 0 0
FREEPORT-MCMORAN INC CL B 35671D857   2,008,781 40,240 SH   SOLE   40,240 0 0
HALLIBURTON CO COM 406216101   745,888 25,676 SH   SOLE   25,676 0 0
INTERNATIONAL PAPER CO COM 460146103   801,775 16,413 SH   SOLE   16,413 0 0
KINDER MORGAN INC DEL COM 49456B101   41,805,237 1,892,496 SH   SOLE   1,892,496 0 0
MARATHON PETE CORP COM 56585A102   24,629,874 151,187 SH   SOLE   151,187 0 0
MOSAIC CO NEW COM 61945C103   677,186 25,287 SH   SOLE   25,287 0 0
MURPHY USA INC COM 626755102   566,801 1,150 SH   SOLE   1,150 0 0
NEWMONT CORP COM 651639106   1,509,856 28,248 SH   SOLE   28,248 0 0
NUCOR CORP COM 670346105   1,854,294 12,334 SH   SOLE   12,334 0 0
NUTRIEN LTD COM 67077M108   3,283,321 50,560 SH   SOLE   50,560 0 0
ONEOK INC NEW COM 682680103   60,833,467 667,546 SH   SOLE   667,546 0 0
PBF ENERGY INC CL A 69318G106   11,515,814 372,078 SH   SOLE   372,078 0 0
PEMBINA PIPELINE CORP COM 706327103   67,994,331 1,637,910 SH   SOLE   1,637,910 0 0
PHILLIPS 66 COM 718546104   49,426,120 376,007 SH   SOLE   376,007 0 0
PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207   51,039,833 2,754,572 SH   SOLE   2,754,572 0 0
POSCO HOLDINGS INC SPONSORED ADR 693483109   980,000 14,002 SH   SOLE   14,002 0 0
RIO TINTO PLC SPONSORED ADR 767204100   1,118,508 15,716 SH   SOLE   15,716 0 0
SEALED AIR CORP NEW COM 81211K100   684,691 18,862 SH   SOLE   18,862 0 0
SHELL PLC SPON ADS 780259305   1,290,380 129,346 SH   SOLE   129,346 0 0
SMURFIT WESTROCK PLC SHS G8267P108   911,898 18,452 SH   SOLE   18,452 0 0
SUNCOR ENERGY INC NEW COM 867224107   61,978,705 1,655,402 SH   SOLE   1,655,402 0 0
SUNOCO LP/SUNOCO FIN CORP COM UT REP LP 86765K109   46,388,968 864,176 SH   SOLE   864,176 0 0
TARGA RES CORP COM 87612G101   53,585,540 362,040 SH   SOLE   362,040 0 0
TC ENERGY CORP COM 87807B107   8,714,852 183,275 SH   SOLE   183,275 0 0
TECK RESOURCES LTD CL B 878742204   2,716,919 38,580 SH   SOLE   38,580 0 0
TOTALENERGIES SE SPONSORED ADS 89151E109   998,056 15,445 SH   SOLE   15,445 0 0
VALE S A SPONSORED ADS 91912E105   466,231 39,917 SH   SOLE   39,917 0 0
VALERO ENERGY CORP COM 91913Y100   22,404,853 165,925 SH   SOLE   165,925 0 0
VIPER ENERGY INC CL A 927959106   22,750,191 504,327 SH   SOLE   504,327 0 0
WESTERN MIDSTREAM PARTNERS L COM UNIT LP INT 958669103   53,454,576 1,397,140 SH   SOLE   1,397,140 0 0
WESTLAKE CORPORATION COM 960413102   1,388,830 9,241 SH   SOLE   9,241 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104   824,119 24,339 SH   SOLE   24,339 0 0
WILLIAMS COS INC COM 969457100   39,303,783 860,981 SH   SOLE   860,981 0 0