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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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
Air Products and Chemicals, Inc. COM 009158106 11,518,722 41,400 SH SOLE 41,400 0 0
Albemarle Corporation COM 012653101 761,616 7,200 SH SOLE 7,200 0 0
Amcor plc COM G0250X149 1,460,077 34,880 SH SOLE 34,880 0 0
APA Corporation COM 03743Q108 2,326,240 56,000 SH SOLE 56,000 0 0
Avery Dennison Corporation COM 053611109 921,618 5,400 SH SOLE 5,400 0 0
Baker Hughes Company COM 05722G100 12,176,820 221,800 SH SOLE 221,800 0 0
Ball Corporation COM 058498106 4,219,059 75,300 SH SOLE 75,300 0 0
CF Industries Holdings, Inc. COM 125269100 4,915,469 42,669 SH SOLE 42,669 0 0
Cheniere Energy, Inc. COM 16411R208 4,196,868 15,600 SH SOLE 15,600 0 0
Chevron Corporation COM 166764100 121,346,483 594,224 SH SOLE 594,224 0 0
Chord Energy Corporation COM 674215207 30,166 225 SH SOLE 225 0 0
ConocoPhillips COM 20825C104 55,103,920 440,303 SH SOLE 440,303 0 0
Corteva Inc. COM 22052L104 4,499,429 57,945 SH SOLE 57,945 0 0
CRH public limited company COM G25508105 4,752,720 57,400 SH SOLE 57,400 0 0
Devon Energy Corporation COM 25179M103 11,940,934 259,360 SH SOLE 259,360 0 0
Diamondback Energy, Inc. COM 25278X109 15,256,230 83,000 SH SOLE 83,000 0 0
Dow, Inc. COM 260557103 1,458,105 52,945 SH SOLE 52,945 0 0
Ecolab Inc. COM 278865100 6,013,302 21,900 SH SOLE 21,900 0 0
EOG Resources, Inc. COM 26875P101 19,295,630 140,067 SH SOLE 140,067 0 0
Eos Energy Enterprises, Inc. COM 29415C101 191,869 62,600 SH SOLE 62,600 0 0
EQT Corporation COM 26884L109 7,429,680 153,000 SH SOLE 153,000 0 0
Expand Energy Corporation COM 165167735 7,441,965 88,500 SH SOLE 88,500 0 0
Exxon Mobil Corporation COM 30233Q108 217,166,276 1,334,355 SH SOLE 1,334,355 0 0
Freeport-McMoRan, Inc. COM 35671D857 16,177,000 231,100 SH SOLE 231,100 0 0
Halliburton Company COM 406216101 11,125,325 349,853 SH SOLE 349,853 0 0
International Flavors & Fragrances Inc. COM 459506101 6,061,149 72,606 SH SOLE 72,606 0 0
International Paper Company COM 460146103 1,356,653 40,900 SH SOLE 40,900 0 0
Kinder Morgan, Inc. COM 49456B101 12,946,169 429,392 SH SOLE 429,392 0 0
Linde plc COM G54950103 25,251,380 53,200 SH SOLE 53,200 0 0
LyondellBasell Industries N.V. COM N53745100 896,532 15,600 SH SOLE 15,600 0 0
Marathon Petroleum Corporation COM 56585A102 29,858,955 75,512 SH SOLE 75,512 0 0
Martin Marietta Materials, Inc. COM 573284106 2,159,145 4,500 SH SOLE 4,500 0 0
Mosaic Company COM 61945C103 459,002 21,201 SH SOLE 21,201 0 0
Newmont Corporation COM 651639106 13,725,460 119,000 SH SOLE 119,000 0 0
Nucor Corporation COM 670346105 9,981,125 42,700 SH SOLE 42,700 0 0
Occidental Petroleum Corporation COM 674599105 16,803,505 303,751 SH SOLE 303,751 0 0
ONEOK, Inc. COM 30609A109 11,980,435 140,500 SH SOLE 140,500 0 0
Packaging Corporation of America COM 695156109 1,215,078 5,300 SH SOLE 5,300 0 0
Phillips 66 COM 718546104 34,434,936 134,875 SH SOLE 134,875 0 0
PPG Industries, Inc. COM 693506107 1,888,373 18,100 SH SOLE 18,100 0 0
Sherwin-Williams Company COM 824348106 6,271,438 19,400 SH SOLE 19,400 0 0
SLB Ltd. COM 806857108 26,441,952 542,733 SH SOLE 542,733 0 0
Smurfit Westrock plc COM G8267P108 1,821,330 41,300 SH SOLE 41,300 0 0
Steel Dynamics, Inc. COM 858119100 2,443,472 11,026 SH SOLE 11,026 0 0
Targa Resources Corp. COM 87612G101 24,517,117 90,700 SH SOLE 90,700 0 0
TechnipFMC plc COM G87110105 3,300,912 48,600 SH SOLE 48,600 0 0
Texas Pacific Land Corporation COM 88262P102 4,349,831 13,350 SH SOLE 13,350 0 0
Valero Energy Corporation COM 91913Y100 40,544,006 104,600 SH SOLE 104,600 0 0
Vulcan Materials Company COM 929160109 8,366,346 34,200 SH SOLE 34,200 0 0
Williams Companies, Inc. COM 969457100 28,645,957 421,450 SH SOLE 421,450 0 0