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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
ALPHABET INC CAP STK CL C 02079K107   317,261,213 3,575,580 SH   SOLE   3,575,580 0 0
ALPHABET INC CAP STK CL A 02079K305   21,175,200 240,000 SH   SOLE   240,000 0 0
AMAZON COM INC COM 023135106   331,648,800 3,948,200 SH   SOLE   3,948,200 0 0
ANALOG DEVICES INC COM 032654105   333,181,509 2,031,223 SH   SOLE   2,031,223 0 0
CANADIAN NAT RES LTD COM 136385101   176,020,049 3,169,819 SH   SOLE   3,169,819 0 0
CENOVUS ENERGY INC COM 15135U109   1,008,502,101 51,957,862 SH   SOLE   51,957,862 0 0
CF INDS HLDGS INC COM 125269100   209,619,349 2,460,321 SH   SOLE   2,460,321 0 0
CSX CORP COM 126408103   1,799,964,767 58,100,864 SH   SOLE   58,100,864 0 0
EQT CORP COM 26884L109   218,846,811 6,469,016 SH   SOLE   6,469,016 0 0
LOWES COS INC COM 548661107   340,897,648 1,710,990 SH   SOLE   1,710,990 0 0
MICROSOFT CORP COM 594918104   1,037,835,199 4,327,559 SH   SOLE   4,327,559 0 0
MOSAIC CO NEW COM 61945C103   301,540,489 6,873,501 SH   SOLE   6,873,501 0 0
NUTRIEN LTD COM 67077M108   89,169,995 1,221,005 SH   SOLE   1,221,005 0 0
SUNCOR ENERGY INC NEW COM 867224107   149,799,868 4,721,080 SH   SOLE   4,721,080 0 0
TECK RESOURCES LTD CL B 878742204   419,209,398 11,084,331 SH   SOLE   11,084,331 0 0
UNION PAC CORP COM 907818108   963,894,077 4,654,919 SH   SOLE   4,654,919 0 0
UNITED STATES STL CORP NEW COM 912909108   40,655,499 1,622,974 SH   SOLE   1,622,974 0 0
VISA INC COM CL A 92826C839   357,482,244 1,720,650 SH   SOLE   1,720,650 0 0
WESTLAKE CORPORATION COM 960413102   207,302,452 2,021,674 SH   SOLE   2,021,674 0 0