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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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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALPHABET INC CAP STK CL C 02079K107   371,860,320 3,575,580 SH   SOLE   3,575,580 0 0
ALPHABET INC CAP STK CL A 02079K305   162,400,103 1,565,604 SH   SOLE   1,565,604 0 0
BLACK KNIGHT INC COM 09215C105   5,945,142 103,286 SH   SOLE   103,286 0 0
CANADIAN NAT RES LTD COM 136385101   63,658,367 1,150,106 SH   SOLE   1,150,106 0 0
CENOVUS ENERGY INC COM 15135U109   596,590,950 34,169,012 SH   SOLE   34,169,012 0 0
CSX CORP COM 126408103   1,574,635,528 52,593,037 SH   SOLE   52,593,037 0 0
EQT CORP COM 26884L109   199,725,201 6,259,016 SH   SOLE   6,259,016 0 0
LOWES COS INC COM 548661107   342,146,670 1,710,990 SH   SOLE   1,710,990 0 0
MASTERCARD INCORPORATED CL A 57636Q104   89,911,268 247,410 SH   SOLE   247,410 0 0
MICROSOFT CORP COM 594918104   1,184,615,186 4,108,967 SH   SOLE   4,108,967 0 0
MOSAIC CO NEW COM 61945C103   109,488,674 2,386,414 SH   SOLE   2,386,414 0 0
NUTRIEN LTD COM 67077M108   36,292,106 491,430 SH   SOLE   491,430 0 0
TECK RESOURCES LTD CL B 878742204   404,578,082 11,084,331 SH   SOLE   11,084,331 0 0
UNION PAC CORP COM 907818108   1,662,444,833 8,260,185 SH   SOLE   8,260,185 0 0
UNITED STATES STL CORP NEW COM 912909108   36,857,898 1,412,180 SH   SOLE   1,412,180 0 0
VISA INC COM CL A 92826C839   289,571,580 1,284,359 SH   SOLE   1,284,359 0 0
WESTLAKE CORPORATION COM 960413102   156,904,819 1,352,861 SH   SOLE   1,352,861 0 0