| IINVESCO DB MULTI-SECTOR COMMDBA |
| 7.64% | — | $17.2M | 645,800 | $0 | 0 | +645,800 | New Buy |
 CONOCOPHILLIPSCOP |
| 6.71% | 6.17% | $15.1M | 145,500 | $16.2M | 122,500 | +23,000+18.78% | Add |
 CHEVRON CORPORATIONCVX |
| 6.57% | — | $14.8M | 89,300 | $0 | 0 | +89,300 | New Buy |
| CCENTERRA GOLD INCCGAU |
| 6.47% | 8.49% | $14.6M | 919,900 | $22.2M | 1.3M | -330,500-26.43% | Reduce |
| TTEUCRIUM COMMODITY TRWEAT |
| 6.44% | — | $14.5M | 658,600 | $0 | 0 | +658,600 | New Buy |
 CF INDS HLDGS INCCF |
| 6.36% | — | $14.3M | 132,400 | $0 | 0 | +132,400 | New Buy |
| PPETROLEO BRASILEIRO S APBR |
| 5.93% | 7.72% | $13.4M | 826,700 | $20.2M | 974,600 | -147,900-15.18% | Reduce |
 VIPER ENERGY INCVNOM |
| 5.91% | 7.24% | $13.3M | 314,000 | $19.0M | 404,000 | -90,000-22.28% | Reduce |
| TTREKOR METALS LTDTGB |
| 5.59% | — | $12.6M | 1.8M | $0 | 0 | +1.8M | New Buy |
| CCENOVUS ENERGY INC COMCVE |
| 5.59% | — | $12.6M | 507,400 | $0 | 0 | +507,400 | New Buy |
 EXXON MOBIL CORPXOM |
| 5.39% | 7.63% | $12.1M | 88,800 | $20.0M | 117,900 | -29,100-24.68% | Reduce |
| CCANADIAN NAT RES LTDCNQ |
| 5.25% | — | $11.8M | 299,600 | $0 | 0 | +299,600 | New Buy |
| TTEUCRIUM COMMODITY TRCORN |
| 5.14% | — | $11.6M | 691,600 | $0 | 0 | +691,600 | New Buy |
 HUNTSMAN CORPHUN |
| 4.2% | 3.09% | $9.5M | 891,500 | $8.1M | 609,100 | +282,400+46.36% | Add |
| TTeucrium Sugar FundCANE |
| 4.2% | — | $9.5M | 966,400 | $0 | 0 | +966,400 | New Buy |
 ANTERO RESOURCES CORPAR |
| 3.88% | — | $8.7M | 249,000 | $0 | 0 | +249,000 | New Buy |
 CORECIVIC INCCXW |
| 2.17% | 1.99% | $4.9M | 161,300 | $5.2M | 275,800 | -114,500-41.52% | Reduce |
 CORTEVA INC COMCTVA |
| 1.4% | — | $3.2M | 37,300 | $0 | 0 | +37,300 | New Buy |
 ADECOAGRO SAAGRO |
| 1.34% | — | $3.0M | 317,100 | $0 | 0 | +317,100 | New Buy |
 OLIN CORP COM PAR $1OLN |
| 1.19% | — | $2.7M | 135,600 | $0 | 0 | +135,600 | New Buy |
 FRANCO NEV CORPFNV |
| 0.69% | 4.91% | $1.6M | 7,500 | $12.9M | 52,100 | -44,600-85.60% | Reduce |
 ROYAL GOLD INC COMRGLD |
| 0.67% | 7.09% | $1.5M | 7,600 | $18.6M | 73,000 | -65,400-89.59% | Reduce |
 WHEATON PRECIOUS METALS CORPWPM |
| 0.67% | 5.99% | $1.5M | 13,500 | $15.7M | 119,800 | -106,300-88.73% | Reduce |
| TTERRA INNOVATUM GLOBAL NVNKLR |
| 0.59% | 0.48% | $1.3M | 270,300 | $1.3M | 270,300 | 00.00% | Unchanged |
