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Total AUM ($MM) Copy

CIK	Period
0001680365
/

Sector	Form 13F Holdings	Cap ($MM)	Value ($MM)
	Harmony Merger Corp	599.8	6.2
	Energy Transfer Equity LP	31,904.4	6.0
	Cheniere Energy Inc	34,273.2	3.1
	Oneok Inc /New/	25,448.2	3.0
	Targa Resources Corp	14,247.0	2.9
	Williams Companies Inc	38,659.7	2.9
	Enterprise Products Partners L P	54,009.8	2.1
	Enbridge Inc	86,202.3	1.4
	Transcanada Corp	52,659.3	1.1
	Kinder Morgan Inc	39,000.5	1.0
	Pembina Pipeline Corp	19,898.5	0.9
	Western Gas Equity Partners LP	9,938.1	0.9
	EnLink Midstream LLC	4,250.5	0.9
	Kayne Anderson Acquisition Corp	4,851.7	0.9
	Republic Services Inc	40,405.6	0.9
	MPLX LP	29,802.2	0.7
	Waste Management Inc	61,816.0	0.7
	Lockheed Martin Corp	111,953.9	0.6
	Automatic Data Processing Inc	89,423.0	0.5
	McDonalds Corp	179,584.2	0.4
	Plains GP Holdings LP	2,056.9	0.4
	Ecolab Inc	43,790.9	0.3
	PepsiCo Inc	226,773.9	0.3
	Merck & Co Inc	232,371.9	0.3
	Coca Cola Co	269,985.6	0.3
	McCormick & Co Inc	23,279.8	0.3





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Type	Form D Funds	Date	Sold ($MM)	AUM ($MM)
HF	Low Vol Hedged Fund LP	[2021-01-28]	0.0	0.5

AUM Breakdown	Accounts	AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals)	0	0.6
(b) Individuals (high net worth individuals)	53	59.3
(c) Banking or thrift institutions	0	0.0
(d) Investment companies	2	251.5
(e) Business development companies	0	0.0
(f) Pooled investment vehicles	1	2.2
(g) Pension and profit sharing plans	0	0.0
(h) Charitable organizations	0	0.0
(i) State or municipal government entities	0	0.0
(j) Other investment advisers	0	0.0
(k) Insurance companies	0	0.0
(l) Sovereign wealth funds and foreign official institutions	0	0.0
(m) Corporations or other businesses not listed above	0	0.0
(n) Other	0	0.0
Total	58	313.7
By Discretionary
Discretionary	58	313.7
Non-Discretionary	0	0.0
Total	58	313.7
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		313.7
Total	58	313.7

Form D Directors	# Filings	# Firms	2011 - 2024
Simon Lack	1

EDGAR Form	CIK	2011 - 2024
13F-HR	[0001680365]

Comparable Firms	State	AUM ($BB)
Sicart Associates LLC ✚	NY	0.4
Cove Street Capital LLC ✚	CA	0.4
Birinyi Associates Inc ✚	CT	0.3
Papamarkou Wellner Asset Management Inc ✚	NY	0.3
Clockwise Capital LLC ✚	FL	0.3
Camelot Portfolios LLC ✚	OH	0.3
Lokken Investment Group LLC ✚	DE	0.3
Sturgeon Ventures LLP ✚		0.3
Alpha Principle LLC ✚	CO	0.3
Peloton Wealth Strategists Inc ✚	IN	0.3

Assets, Funds, Holdings