Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
ECL	ECOLAB INC	152,200	$25.78M	34.7%	$169.40 *	$148.50	+11.5%	Call	278865100
ET	ENERGY TRANSFER L P	348,067	$4.883M	6.6%	$14.03	$10.54	—	COM UT LTD PTN	29273V100
SPY	SPDR S&P 500 ETF TR	7,947	$3.397M	4.6%	$427.48	$379.27	+12.7%	TR UNIT	78462F103
LNG	CHENIERE ENERGY INC	19,214	$3.193M	4.3%	$166.15	$68.23	+143.2%	COM NEW	16411R208
USAI	PACER FDS TR	114,572	$3.138M	4.2%	$27.39	$27.64	-0.9%	AMERCN ENRGY IND	69374H634
MRK	MERCK & CO INC	201,200	$2.713M	3.7%	$13.49 *	$92.80	+3.3%	Call	58933Y105
OKE	ONEOK INC NEW	42,167	$2.68M	3.6%	$63.56 *	$40.04	+41.3%	COM	682680103
WMB	WILLIAMS COS INC	77,459	$2.613M	3.5%	$33.74 *	$18.33	+67.9%	COM	969457100
NEXT	NEXTDECADE CORP	503,655	$2.585M	3.5%	$5.13	$4.41	+16.1%	COM	65342K105
TRGP	TARGA RES CORP	25,805	$2.216M	3.0%	$85.89 *	$33.68	+142.1%	COM	87612G101
EPD	ENTERPRISE PRODS PARTNERS L	77,735	$2.128M	2.9%	$27.37	$26.90	—	COM	293792107
BRK/B	BERKSHIRE HATHAWAY INC DEL	5,265	$1.844M	2.5%	$350.30	$165.93	+111.1%	CL B NEW	084670702
ENB	ENBRIDGE INC	44,138	$1.48M	2.0%	$33.54 *	$24.38	+17.5%	COM	29250N105
TRP	TC ENERGY CORP	29,599	$1.019M	1.4%	$34.42 *	$32.74	-4.9%	COM	87807B107
KMI	KINDER MORGAN INC DEL	59,880	$993K	1.3%	$16.58 *	$12.50	+18.0%	COM	49456B101
—	NUSTAR ENERGY LP	51,079	$891K	1.2%	$17.45	$22.33	—	UNIT COM	67058H102
—	ENLINK MIDSTREAM LLC	70,812	$866K	1.2%	$12.24	$11.82	—	COM UNIT REP LTD	29336T100
PBA	PEMBINA PIPELINE CORP	28,498	$857K	1.2%	$30.08 *	$25.35	+8.0%	COM	706327103
—	EQUITRANS MIDSTREAM CORP	89,200	$837K	1.1%	$9.39	$8.31	—	COM	294600101
RSG	REPUBLIC SVCS INC	5,262	$750K	1.0%	$142.51 *	$46.47	+199.1%	COM	760759100
ADP	AUTOMATIC DATA PROCESSING IN	2,950	$710K	1.0%	$240.58 *	$85.94	+166.4%	COM	053015103
MPLX	MPLX LP	18,350	$653K	0.9%	$35.56	$35.56	—	COM UNIT REP LTD	55336V100
LMT	LOCKHEED MARTIN CORP	1,549	$633K	0.9%	$408.96 *	$207.71	+85.1%	COM	539830109
—	CRESTWOOD EQUITY PARTNERS LP	21,371	$625K	0.8%	$29.25	$25.50	—	UNIT LTD PARTNER	226344208
WM	WASTE MGMT INC DEL	3,747	$571K	0.8%	$152.44 *	$59.33	+148.6%	COM	94106L109
MCD	MCDONALDS CORP	1,964	$517K	0.7%	$263.44 *	$115.23	+116.8%	COM	580135101
HSY	HERSHEY CO	2,532	$507K	0.7%	$200.08 *	$81.90	+128.4%	COM	427866108
XLP	SELECT SECTOR SPDR TR	6,953	$478K	0.6%	$68.81	$65.79	+4.6%	SBI CONS STPLS	81369Y308
RTX	RTX CORPORATION	6,018	$433K	0.6%	$71.97 *	$59.85	+14.5%	COM	75513E101
PG	PROCTER AND GAMBLE CO	2,945	$430K	0.6%	$145.86 *	$71.72	+92.1%	COM	742718109
PEP	PEPSICO INC	2,365	$401K	0.5%	$169.44 *	$86.54	+81.1%	COM	713448108
JNJ	JOHNSON & JOHNSON	2,494	$388K	0.5%	$155.75 *	$95.75	+51.8%	COM	478160104
PAGP	PLAINS GP HLDGS L P	22,502	$363K	0.5%	$16.13	$21.99	—	LTD PARTNR INT A	72651A207
WES	WESTERN MIDSTREAM PARTNERS L	12,611	$343K	0.5%	$27.23	$29.32	—	COM UNIT LP INT	958669103
MKC	MCCORMICK & CO INC	4,410	$334K	0.4%	$75.64 *	$63.70	+11.8%	COM NON VTG	579780206
LW	LAMB WESTON HLDGS INC	3,491	$323K	0.4%	$92.46 *	$62.04	+42.1%	COM	513272104
QSR	RESTAURANT BRANDS INTL INC	4,756	$317K	0.4%	$66.62	$56.87	+17.1%	COM	76131D103
KO	COCA COLA CO	5,407	$303K	0.4%	$55.98 *	$35.53	+47.3%	COM	191216100
CLX	CLOROX CO DEL	1,676	$220K	0.3%	$131.06 *	$108.99	+11.0%	COM	189054109
KDP	KEURIG DR PEPPER INC	6,917	$218K	0.3%	$31.57 *	$24.08	+22.9%	COM	49271V100
KHC	KRAFT HEINZ CO	6,392	$215K	0.3%	$33.64 *	$40.93	-26.9%	COM	500754106
SJM	SMUCKER J M CO	1,730	$213K	0.3%	$122.91 *	$95.85	+17.7%	COM NEW	832696405
BUD	ANHEUSER BUSCH INBEV SA/NV	3,795	$210K	0.3%	$55.30	$53.70	+3.0%	SPONSORED ADR	03524A108