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
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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 6,078 177,770 SH   SOLE   177,770 0 0
AT&T Inc COM 00206R102 2,001 130,437 SH   SOLE   130,437 0 0
ATI Inc COM 01741R102 8,449 317,498 SH   SOLE   317,498 0 0
Abbvie Inc COM 00287Y109 2,605 19,410 SH   SOLE   19,410 0 0
Alphabet Inc COM 02079K107 12,588 131,276 SH   SOLE   131,276 0 0
Altria Group Inc COM 02209S103 7,532 186,533 SH   SOLE   186,533 0 0
Amazon.com Inc COM 023135106 10,689 94,591 SH   SOLE   94,591 0 0
American Electric Power Company Inc COM 025537101 475 5,490 SH   SOLE   5,490 0 0
American Water Works Company Inc COM 030420103 233 1,788 SH   SOLE   1,788 0 0
Amgen Inc COM 031162100 8,234 36,530 SH   SOLE   36,530 0 0
Apple Inc COM 037833100 22,526 162,998 SH   SOLE   162,998 0 0
Archer-Daniels-Midland Co COM 039483102 6,529 81,162 SH   SOLE   81,162 0 0
Bank of America Corp COM 060505104 2,259 74,789 SH   SOLE   74,789 0 0
Berkshire Hathaway Inc COM 084670702 5,266 19,721 SH   SOLE   19,721 0 0
Biogen Inc COM 09062X103 9,501 35,586 SH   SOLE   35,586 0 0
CF Industries Holdings Inc COM 125269100 8,897 92,432 SH   SOLE   92,432 0 0
Cardinal Health Inc COM 14149Y108 5,509 82,621 SH   SOLE   82,621 0 0
Cheniere Energy Inc COM 16411R208 1,540 9,283 SH   SOLE   9,283 0 0
Chevron Corp COM 166764100 12,725 88,573 SH   SOLE   88,573 0 0
Coca-Cola Co COM 191216100 2,501 44,646 SH   SOLE   44,646 0 0
Consolidated Edison Inc COM 209115104 319 3,725 SH   SOLE   3,725 0 0
Constellation Energy Corp COM 21037T109 266 3,196 SH   SOLE   3,196 0 0
Corteva Inc COM 22052L104 12,844 224,735 SH   SOLE   224,735 0 0
Coterra Energy Inc COM 127097103 5,437 208,147 SH   SOLE   208,147 0 0
DTE Energy Co COM 233331107 244 2,122 SH   SOLE   2,122 0 0
Dominion Energy Inc COM 25746U109 621 8,986 SH   SOLE   8,986 0 0
Duke Energy Corp COM 26441C204 792 8,511 SH   SOLE   8,511 0 0
EQT Corp COM 26884L109 10,602 260,178 SH   SOLE   260,178 0 0
Edison International COM 281020107 233 4,115 SH   SOLE   4,115 0 0
Eli Lilly and Co COM 532457108 2,747 8,496 SH   SOLE   8,496 0 0
Eversource Energy COM 30040W108 290 3,714 SH   SOLE   3,714 0 0
Exelon Corp COM 30161N101 396 10,563 SH   SOLE   10,563 0 0
Exxon Mobil Corp COM 30231G102 14,489 165,948 SH   SOLE   165,948 0 0
FMC Corp COM 302491303 5,626 53,227 SH   SOLE   53,227 0 0
Gilead Sciences Inc COM 375558103 8,404 136,228 SH   SOLE   136,228 0 0
HCA Healthcare Inc COM 40412C101 1,620 8,815 SH   SOLE   8,815 0 0
Home Depot Inc COM 437076102 2,913 10,555 SH   SOLE   10,555 0 0
International Flavors & Fragrances Inc COM 459506101 5,929 65,275 SH   SOLE   65,275 0 0
JPMorgan Chase & Co COM 46625H100 3,262 31,212 SH   SOLE   31,212 0 0
Johnson & Johnson COM 478160104 4,558 27,901 SH   SOLE   27,901 0 0
Kinder Morgan Inc COM 49456B101 1,854 111,431 SH   SOLE   111,431 0 0
Mastercard Inc COM 57636Q104 2,485 8,740 SH   SOLE   8,740 0 0
Medtronic PLC COM G5960L103 9,342 115,695 SH   SOLE   115,695 0 0
Merck & Co Inc COM 58933Y105 2,442 28,353 SH   SOLE   28,353 0 0
Meta Platforms Inc COM 30303M102 3,382 24,925 SH   SOLE   24,925 0 0
Microsoft Corp COM 594918104 18,273 78,458 SH   SOLE   78,458 0 0
NVIDIA Corp COM 67066G104 3,379 27,840 SH   SOLE   27,840 0 0
Newmont Corporation COM 651639106 7,523 178,988 SH   SOLE   178,988 0 0
Nextera Energy Inc COM 65339F101 1,732 22,094 SH   SOLE   22,094 0 0
ONEOK Inc COM 682680103 958 18,697 SH   SOLE   18,697 0 0
Peabody Energy Corp COM 704551100 7,964 320,855 SH   SOLE   320,855 0 0
PepsiCo Inc COM 713448108 2,540 15,557 SH   SOLE   15,557 0 0
Pfizer Inc COM 717081103 2,676 61,141 SH   SOLE   61,141 0 0
Pilgrims Pride Corp COM 72147K108 7,101 308,480 SH   SOLE   308,480 0 0
Procter & Gamble Co COM 742718109 3,311 26,225 SH   SOLE   26,225 0 0
Public Service Enterprise Group Inc COM 744573106 310 5,521 SH   SOLE   5,521 0 0
Range Resources Corp COM 75281A109 10,122 400,709 SH   SOLE   400,709 0 0
Schlumberger NV COM 806857108 5,956 165,915 SH   SOLE   165,915 0 0
Sempra Energy COM 816851109 538 3,585 SH   SOLE   3,585 0 0
Sibanye Stillwater Ltd COM 82575P107 5,780 620,167 SH   SOLE   620,167 0 0
Southern Co COM 842587107 783 11,522 SH   SOLE   11,522 0 0
Sysco Corp COM 871829107 6,113 86,453 SH   SOLE   86,453 0 0
T-Mobile US Inc COM 872590104 1,530 11,405 SH   SOLE   11,405 0 0
Targa Resources Corp COM 87612G101 477 7,901 SH   SOLE   7,901 0 0
Tesla Inc COM 88160R101 7,337 27,662 SH   SOLE   27,662 0 0
UnitedHealth Group Inc COM 91324P102 5,046 9,992 SH   SOLE   9,992 0 0
Verizon Communications Inc COM 92343V104 2,905 76,499 SH   SOLE   76,499 0 0
Visa Inc COM 92826C839 3,051 17,176 SH   SOLE   17,176 0 0
Vornado Realty Trust COM 929042109 5,006 216,132 SH   SOLE   216,132 0 0
WEC Energy Group Inc COM 92939U106 300 3,354 SH   SOLE   3,354 0 0
Walt Disney Co COM 254687106 6,898 73,128 SH   SOLE   73,128 0 0
Williams Companies Inc COM 969457100 7,009 244,806 SH   SOLE   244,806 0 0
Xcel Energy Inc COM 98389B100 378 5,908 SH   SOLE   5,908 0 0