#	Issuer	Ticker	Shares	Value	% of Portfolio
1	WESTERN MIDSTREAM PARTNERS L	WES	35,074,357	$1.39B	10.73%
2	ENERGY TRANSFER L P	ET-PI	83,843,087	$1.38B	10.70%
3	ENTERPRISE PRODS PARTNERS L	293792107	42,639,131	$1.37B	10.58%
4	PLAINS ALL AMERN PIPELINE L	726503105	76,051,589	$1.37B	10.57%
5	SUNOCO LP/SUNOCO FIN CORP	SUN	24,856,265	$1.30B	10.08%
6	HESS MIDSTREAM LP	HESM	30,303,091	$1.05B	8.09%
7	CHENIERE ENERGY PARTNERS LP	LNG	9,338,942	$499.4M	3.87%
8	USA COMPRESSION PARTNERS LP	USAC	17,748,200	$408.2M	3.16%
9	GENESIS ENERGY L P	GEL	24,909,448	$388.6M	3.01%
10	CAMECO CORP	CCJ	3,936,655	$360.2M	2.79%
11	SUBURBAN PROPANE PARTNERS L	SPH	15,051,196	$279.0M	2.16%
12	GLOBAL PARTNERS LP	GLP-PB	5,999,844	$251.1M	1.94%
13	URANIUM ENERGY CORP	UEC	17,381,658	$203.0M	1.57%
14	DELEK LOGISTICS PARTNERS LP	DKL	4,489,123	$200.3M	1.55%
15	FIRST MAJESTIC SILVER CORP	AG	9,621,720	$160.3M	1.24%
16	VANGUARD INDEX FDS	922908769	469,242	$157.3M	1.22%
17	NEXGEN ENERGY LTD	NXE	13,952,037	$128.4M	0.99%
18	SPROTT ASSET MANAGEMENT LP	SII	5,387,630	$127.4M	0.99%
19	DENISON MINES CORP	DNN	47,866,962	$127.3M	0.99%
20	ENERGY FUELS INC	UUUU	8,381,026	$121.9M	0.94%