Instuitional Investor - Recurrent Investment Advisors Llc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Cenovus Energy Inc	CVE	5,799,641	$159,604,544	9.61%
2.	Targa Resources Corp.	TRGP	471,801	$118,294,664	7.12%
3.	Energy Transfer Lp	ET	5,562,381	$107,353,955	6.46%
4.	Oneok Inc W	OKE	1,156,034	$104,493,913	6.29%
5.	Suncor Energy Inc New	SU	1,515,161	$101,939,086	6.14%