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
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
ABBVIE INC COM 00287Y109 6,302,827 25,047 SH SOLE 25,047 0 0
ALPHABET INC CAP STK CL A 02079K305 14,805,839 41,430 SH SOLE 41,430 0 0
ANTERO RESOURCES CORP COM 03674X106 15,124,994 430,421 SH SOLE 430,421 0 0
APPLE INC COM 037833100 260,424 900 SH SOLE 900 0 0
APTIV PLC COM SHS G3265R107 10,649,430 173,500 SH SOLE 173,500 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 329,757 659 SH SOLE 659 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 11,993,315 208,145 SH SOLE 208,145 0 0
BUNGE GLOBAL SA COM SHS H11356104 5,762,673 53,993 SH SOLE 53,993 0 0
CHEVRON CORPORATION COM 166764100 19,732,278 119,041 SH SOLE 119,041 0 0
COMCAST CORP NEW CL A 20030N101 9,122,780 371,600 SH SOLE 371,600 0 0
CVS HEALTH CORP COM 126650100 15,410,119 148,962 SH SOLE 148,962 0 0
EOG RES INC COM 26875P101 975,310 7,518 SH SOLE 7,518 0 0
FISERV INC COM 337738108 14,923,904 304,259 SH SOLE 304,259 0 0
HONEYWELL AEROSPACE INC COM 43849R105 1,028,022 4,650 SH SOLE 4,650 0 0
HONEYWELL INTL INC COM 438516205 1,041,135 4,650 SH SOLE 4,650 0 0
MEDTRONIC PLC SHS G5960L103 10,449,425 132,354 SH SOLE 132,354 0 0
MOSAIC CO COM 61945C103 12,209,212 576,178 SH SOLE 576,178 0 0
NEWMONT CORP COM 651639106 19,089,185 204,381 SH SOLE 204,381 0 0
NUTRIEN LTD COM 67077M108 10,404,532 163,823 SH SOLE 163,823 0 0
QUALCOMM INC COM 747525103 12,872,102 69,658 SH SOLE 69,658 0 0
SALESFORCE INC COM 79466L302 2,948,564 18,770 SH SOLE 18,770 0 0
SLB LIMITED COM STK 806857108 11,033,217 235,875 SH SOLE 235,875 0 0
THE CIGNA GROUP COM 125523100 13,492,780 48,944 SH SOLE 48,944 0 0
VICOR CORP COM 925815102 57,072,199 150,277 SH SOLE 150,277 0 0
VISTRA CORP COM 92840M102 18,310,532 115,429 SH SOLE 115,429 0 0