| ConocoPhillips(COP) | COM | 20825C104 | $16.2M | 524,800 | 88.6% |
| Corteva Inc.(CTVA) | COM | 22052L104 | $1.8M | 76,945 | 9.9% |
| Exxon Mobil Corporation(XOM) | COM | 30231G102 | $60.2K | 1,586,030 | 0.3% |
| Chevron Corporation(CVX) | COM | 166764100 | $55.5K | 766,200 | 0.3% |
| Linde plc(LIN) | COM | G5494J103 | $17.8K | 103,100 | 0.1% |
| Kinder Morgan, Inc.(KMI) | COM | 49456B101 | $10.2K | 730,000 | 0.1% |
| Phillips 66(PSX) | COM | 718546104 | $8.7K | 162,775 | 0.0% |
| EOG Resources, Inc.(EOG) | COM | 26875P101 | $8.1K | 226,800 | 0.0% |
| Sherwin-Williams Company(SHW) | COM | 824348106 | $8.0K | 17,500 | 0.0% |
| Valero Energy Corporation(VLO) | COM | 91913Y100 | $6.7K | 147,400 | 0.0% |
| Schlumberger Limited(SLB) | COM | 806857108 | $6.5K | 481,300 | 0.0% |
| Williams Companies, Inc.(WMB) | COM | 969457100 | $5.8K | 410,100 | 0.0% |
| Marathon Petroleum Corporation(MPC) | COM | 56585A102 | $5.5K | 231,185 | 0.0% |
| Newmont Corporation(NEM) | COM | 651639106 | $5.2K | 114,500 | 0.0% |
| Ecolab Inc.(ECL) | COM | 278865100 | $4.9K | 31,500 | 0.0% |
| Air Products and Chemicals, Inc.(APD) | COM | 009158106 | $4.8K | 24,000 | 0.0% |
| Pioneer Natural Resources Company(PXDEUR) | COM | 723787107 | $4.8K | 68,000 | 0.0% |
| LyondellBasell Industries N.V.(LYB) | COM | N53745100 | $4.2K | 85,600 | 0.0% |
| Occidental Petroleum Corporation(OXY) | COM | 674599105 | $4.0K | 347,051 | 0.0% |
| DuPont de Nemours, Inc.(DD) | COM | 26614N102 | $3.9K | 115,645 | 0.0% |
| Oneok, Inc.(OKE) | COM | 682680103 | $3.6K | 167,300 | 0.0% |
| Concho Resources Inc.(CXOEUR) | COM | 20605P101 | $3.6K | 84,640 | 0.0% |
| Hess Corporation(HES) | COM | 42809H107 | $3.1K | 92,900 | 0.0% |
| FMC Corporation(FMC) | COM | 302491303 | $2.9K | 36,000 | 0.0% |
| Nucor Corporation(NUE) | COM | 670346105 | $2.6K | 72,700 | 0.0% |
| Freeport-McMoRan, Inc.(FCX) | COM | 35671D857 | $2.6K | 383,200 | 0.0% |
| Vulcan Materials Company(VMC) | COM | 929160109 | $2.2K | 20,800 | 0.0% |
| Dow, Inc.(DOW) | COM | 260557103 | $2.2K | 74,645 | 0.0% |
| Baker Hughes Company Class A(BKR) | COM | 05722G100 | $2.2K | 207,000 | 0.0% |
| Halliburton Company(HAL) | COM | 406216101 | $2.2K | 314,670 | 0.0% |
| Ball Corporation(BALL) | COM | 058498106 | $2.1K | 31,900 | 0.0% |
| PPG Industries, Inc.(PPG) | COM | 693506107 | $2.0K | 23,800 | 0.0% |
| Packaging Corporation of America(PKG) | COM | 695156109 | $2.0K | 22,700 | 0.0% |
| Cabot Oil & Gas Corporation(CTRA) | COM | 127097103 | $1.9K | 113,400 | 0.0% |
| Diamondback Energy, Inc.(FANG) | COM | 25278X109 | $1.9K | 71,300 | 0.0% |
| HollyFrontier Corporation(HFCUSD) | COM | 436106108 | $1.3K | 53,600 | 0.0% |
| International Paper Company(IP) | COM | 460146103 | $1.3K | 40,700 | 0.0% |
| Amcor plc(AMCR) | COM | G0250X107 | $1.3K | 154,700 | 0.0% |
| National Oilwell Varco, Inc.(NOVEUR) | COM | 637071101 | $1.2K | 125,000 | 0.0% |
| Martin Marietta Materials, Inc.(MLM) | COM | 573284106 | $1.1K | 6,000 | 0.0% |
| Avery Dennison Corporation(AVY) | COM | 053611109 | $1.1K | 10,700 | 0.0% |
| International Flavors & Fragrances Inc.(IFF) | COM | 459506101 | $1.1K | 10,400 | 0.0% |
| Noble Energy, Inc.(NBL2EUR) | COM | 655044105 | $946 | 156,700 | 0.0% |
| Materials Select Sector Spdr Fund(XLB) | COM | 81369Y100 | $923 | 20,500 | 0.0% |
| Devon Energy Corporation(DVN) | COM | 25179M103 | $885 | 128,100 | 0.0% |
| TechnipFMC plc(FTI) | COM | G87110105 | $882 | 130,900 | 0.0% |
| Celanese Corporation(CE) | COM | 150870103 | $873 | 11,900 | 0.0% |
| Marathon Oil Corporation(MRO*) | COM | 565849106 | $872 | 265,200 | 0.0% |
| WestRock Company(WRKUSD) | COM | 96145D105 | $777 | 27,500 | 0.0% |
| Eastman Chemical Company(EMN) | COM | 277432100 | $759 | 16,300 | 0.0% |