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
Expires: July 31, 2015
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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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
APA Corp (US) COM 03743Q108 7,740 165,818 SH SOLE 165,818 0 0
AT&T Inc COM 00206R102 2,335 126,813 SH SOLE 126,813 0 0
ATI Inc COM 01741R102 8,841 296,093 SH SOLE 296,093 0 0
Abbvie Inc COM 00287Y109 3,190 19,741 SH SOLE 19,741 0 0
Agnico Eagle Mines Ltd COM 008474108 7,457 143,436 SH SOLE 143,436 0 0
Alphabet Inc COM 02079K305 11,088 125,341 SH SOLE 125,341 0 0
Altria Group Inc COM 02209S103 8,187 179,113 SH SOLE 179,113 0 0
Amazon.com Inc COM 023135106 8,350 99,401 SH SOLE 99,401 0 0
American Electric Power Company Inc COM 025537101 505 5,320 SH SOLE 5,320 0 0
American Water Works Company Inc COM 030420103 266 1,744 SH SOLE 1,744 0 0
Amgen Inc COM 031162100 8,522 32,448 SH SOLE 32,448 0 0
Apple Inc COM 037833100 18,068 139,056 SH SOLE 139,056 0 0
Archer-Daniels-Midland Co COM 039483102 7,026 75,674 SH SOLE 75,674 0 0
Berkshire Hathaway Inc COM 084670702 6,243 20,210 SH SOLE 20,210 0 0
Biogen Inc COM 09062X103 9,195 33,203 SH SOLE 33,203 0 0
Boston Beer Company Inc COM 100557107 5,523 16,761 SH SOLE 16,761 0 0
CF Industries Holdings Inc COM 125269100 7,346 86,221 SH SOLE 86,221 0 0
Cardinal Health Inc COM 14149Y108 5,921 77,025 SH SOLE 77,025 0 0
Cheniere Energy Inc COM 16411R208 1,313 8,757 SH SOLE 8,757 0 0
Chevron Corp COM 166764100 11,110 61,897 SH SOLE 61,897 0 0
Coca-Cola Co COM 191216100 2,762 43,420 SH SOLE 43,420 0 0
Consolidated Edison Inc COM 209115104 344 3,607 SH SOLE 3,607 0 0
Constellation Energy Corp COM 21037T109 270 3,132 SH SOLE 3,132 0 0
Corteva Inc COM 22052L104 8,837 150,341 SH SOLE 150,341 0 0
Dominion Energy Inc COM 25746U109 534 8,711 SH SOLE 8,711 0 0
Duke Energy Corp COM 26441C204 844 8,195 SH SOLE 8,195 0 0
EQT Corp COM 26884L109 7,551 223,197 SH SOLE 223,197 0 0
Eli Lilly and Co COM 532457108 3,236 8,846 SH SOLE 8,846 0 0
Eversource Energy COM 30040W108 305 3,638 SH SOLE 3,638 0 0
Exelon Corp COM 30161N101 442 10,228 SH SOLE 10,228 0 0
Exxon Mobil Corp COM 30231G102 14,494 131,402 SH SOLE 131,402 0 0
FMC Corp COM 302491303 6,197 49,656 SH SOLE 49,656 0 0
Flowserve Corp COM 34354P105 6,848 223,192 SH SOLE 223,192 0 0
Gilead Sciences Inc COM 375558103 10,541 122,787 SH SOLE 122,787 0 0
HCA Healthcare Inc COM 40412C101 2,040 8,502 SH SOLE 8,502 0 0
Hexcel Corp COM 428291108 6,219 105,676 SH SOLE 105,676 0 0
Home Depot Inc COM 437076102 3,563 11,281 SH SOLE 11,281 0 0
Johnson & Johnson COM 478160104 5,208 29,482 SH SOLE 29,482 0 0
Juniper Networks Inc COM 48203R104 5,469 171,111 SH SOLE 171,111 0 0
Kinder Morgan Inc COM 49456B101 1,838 101,661 SH SOLE 101,661 0 0
Kirby Corp COM 497266106 6,596 102,502 SH SOLE 102,502 0 0
Mastercard Inc COM 57636Q104 3,268 9,397 SH SOLE 9,397 0 0
Medtronic PLC COM G5960L103 10,601 136,400 SH SOLE 136,400 0 0
MercadoLibre Inc COM 58733R102 6,002 7,093 SH SOLE 7,093 0 0
Merck & Co Inc COM 58933Y105 3,091 27,862 SH SOLE 27,862 0 0
Microsoft Corp COM 594918104 16,390 68,343 SH SOLE 68,343 0 0
Newmont Corporation COM 651639106 7,880 166,939 SH SOLE 166,939 0 0
Nextera Energy Inc COM 65339F101 1,778 21,272 SH SOLE 21,272 0 0
ONEOK Inc COM 682680103 1,185 18,035 SH SOLE 18,035 0 0
Peabody Energy Corp COM 704551100 7,759 293,693 SH SOLE 293,693 0 0
PepsiCo Inc COM 713448108 2,743 15,183 SH SOLE 15,183 0 0
Pfizer Inc COM 717081103 3,230 63,032 SH SOLE 63,032 0 0
Pilgrims Pride Corp COM 72147K108 6,828 287,750 SH SOLE 287,750 0 0
Procter & Gamble Co COM 742718109 4,033 26,610 SH SOLE 26,610 0 0
Public Service Enterprise Group Inc COM 744573106 331 5,408 SH SOLE 5,408 0 0
Schlumberger NV COM 806857108 8,274 154,771 SH SOLE 154,771 0 0
Sealed Air Corp COM 81211K100 5,441 109,083 SH SOLE 109,083 0 0
Sempra Energy COM 816851109 537 3,475 SH SOLE 3,475 0 0
Sibanye Stillwater Ltd COM 82575P107 6,783 636,340 SH SOLE 636,340 0 0
Southern Co COM 842587107 792 11,095 SH SOLE 11,095 0 0
Sysco Corp COM 871829107 7,093 92,776 SH SOLE 92,776 0 0
T-Mobile US Inc COM 872590104 1,552 11,089 SH SOLE 11,089 0 0
Targa Resources Corp COM 87612G101 563 7,656 SH SOLE 7,656 0 0
UnitedHealth Group Inc COM 91324P102 5,684 10,721 SH SOLE 10,721 0 0
Universal Health Services Inc COM 913903100 313 2,219 SH SOLE 2,219 0 0
Verizon Communications Inc COM 92343V104 2,930 74,371 SH SOLE 74,371 0 0
Visa Inc COM 92826C839 3,734 17,972 SH SOLE 17,972 0 0
WEC Energy Group Inc COM 92939U106 308 3,285 SH SOLE 3,285 0 0
Walt Disney Co COM 254687106 6,901 79,428 SH SOLE 79,428 0 0
Williams Companies Inc COM 969457100 9,599 291,766 SH SOLE 291,766 0 0
Xcel Energy Inc COM 98389B100 401 5,720 SH SOLE 5,720 0 0
Zimmer Biomet Holdings Inc COM 98956P102 9,318 73,085 SH SOLE 73,085 0 0