The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3M CO Common Stock 88579Y101 2,323 14,500 SH   SOLE   14,500 0 0
ABBVIE INC Common Stock 00287Y109 6,569 75,000 SH   SOLE   75,000 0 0
ADV MICRO DEVICE Common Stock 007903107 1,230 15,000 SH   SOLE   15,000 0 0
AIR PRODS & CHEM Common Stock 009158106 1,043 3,500 SH   SOLE   3,500 0 0
ALLETE INC Common Stock 018522300 492 9,500 SH   SOLE   9,500 0 0
ALLIANT ENERGY Common Stock 018802108 1,033 20,000 SH   SOLE   20,000 0 0
ALTRIA GROUP INC Common Stock 02209S103 7,535 195,000 SH   SOLE   195,000 0 0
AMERICAN ELECTRI Common Stock 025537101 3,678 45,000 SH   SOLE   45,000 0 0
APPLE INC Common Stock 037833100 2,316 20,000 SH   SOLE   20,000 0 0
ARCHROCK INC Common Stock 03957W106 3,389 630,000 SH   SOLE   630,000 0 0
AT&T INC Common Stock 00206R102 7,983 280,000 SH   SOLE   280,000 0 0
BAKER HUGHES A CL A 05722G100 665 50,000 SH   SOLE   50,000 0 0
BANK OF AMERICA Common Stock 060505104 482 20,000 SH   SOLE   20,000 0 0
BCE INC Common Stock 05534B760 4,769 115,000 SH   SOLE   115,000 0 0
BECTON DICKINSON Common Stock 075887109 698 3,000 SH   SOLE   3,000 0 0
BEST BUY CO INC Common Stock 086516101 890 8,000 SH   SOLE   8,000 0 0
BIOGEN INC Common Stock 09062X103 667 2,350 SH   SOLE   2,350 0 0
BLACKROCK INC Common Stock 09247X101 3,663 6,500 SH   SOLE   6,500 0 0
BP PLC-ADR Sponsored ADR 055622104 663 38,000 SH   SOLE   38,000 0 0
BRISTOL-MYER SQB Common Stock 110122108 2,412 40,000 SH   SOLE   40,000 0 0
BRIT AMER TO-ADR Sponsored ADR 110448107 2,024 56,000 SH   SOLE   56,000 0 0
BROADCOM INC Common Stock 11135F101 7,286 20,000 SH   SOLE   20,000 0 0
CABOT OIL & GAS Common Stock 127097103 2,951 170,000 SH   SOLE   170,000 0 0
CACTUS INC- A CL A 127203107 3,742 195,000 SH   SOLE   195,000 0 0
CAMPBELL SOUP CO Common Stock 134429109 822 17,000 SH   SOLE   17,000 0 0
CARDINAL HEALTH Common Stock 14149Y108 1,925 41,000 SH   SOLE   41,000 0 0
CATERPILLAR INC Common Stock 149123101 820 5,500 SH   SOLE   5,500 0 0
CHAMPIONX CORP Common Stock 15872M104 4,075 510,000 SH   SOLE   510,000 0 0
CHENIERE ENERGY Common Stock 16411R208 2,776 60,000 SH   SOLE   60,000 0 0
CHEVRON CORP Common Stock 166764100 2,779 38,600 SH   SOLE   38,600 0 0
CISCO SYSTEMS Common Stock 17275R102 2,363 60,000 SH   SOLE   60,000 0 0
CITIGROUP INC Common Stock 172967424 2,026 47,000 SH   SOLE   47,000 0 0
CME GROUP INC Common Stock 12572Q105 669 4,000 SH   SOLE   4,000 0 0
COCA-COLA CO/THE Common Stock 191216100 5,924 120,000 SH   SOLE   120,000 0 0
CONCHO RESOURCES Common Stock 20605P101 927 21,000 SH   SOLE   21,000 0 0
CONOCOPHILLIPS Common Stock 20825C104 2,184 66,500 SH   SOLE   66,500 0 0
CONS EDISON INC Common Stock 209115104 6,068 78,000 SH   SOLE   78,000 0 0
DEERE & CO Common Stock 244199105 1,108 5,000 SH   SOLE   5,000 0 0
DIAMONDBACK ENER Common Stock 25278X109 2,319 77,000 SH   SOLE   77,000 0 0
DMC GLOBAL INC Common Stock 23291C103 2,306 70,000 SH   SOLE   70,000 0 0
DOMINION ENERGY INC Common Stock 25746U109 118 1,500 SH   SOLE   1,500 0 0
DOW INC Common Stock 260557103 212 4,500 SH   SOLE   4,500 0 0
DUKE ENERGY CORP Common Stock 26441C204 4,871 55,000 SH   SOLE   55,000 0 0
EDWARDS LIFE Common Stock 28176E108 718 9,000 SH   SOLE   9,000 0 0
EMERSON ELEC CO Common Stock 291011104 656 10,000 SH   SOLE   10,000 0 0
ENBRIDGE INC Common Stock 29250N105 175 6,000 SH   SOLE   6,000 0 0
ENTERGY CORP Common Stock 29364G103 591 6,000 SH   SOLE   6,000 0 0
EQT CORP Common Stock 26884L109 647 50,000 SH   SOLE   50,000 0 0
EXELON CORP Common Stock 30161N101 6,830 191,000 SH   SOLE   191,000 0 0
EXXON MOBIL CORP Common Stock 30231G102 481 14,000 SH   SOLE   14,000 0 0
FEDEX CORP Common Stock 31428X106 880 3,500 SH   SOLE   3,500 0 0
FIRST SOLAR INC Common Stock 336433107 1,125 17,000 SH   SOLE   17,000 0 0
GENUINE PARTS CO Common Stock 372460105 1,428 15,000 SH   SOLE   15,000 0 0
HELMERICH & PAYN Common Stock 423452101 1,055 72,000 SH   SOLE   72,000 0 0
HESS CORP Common Stock 42809H107 1,555 38,000 SH   SOLE   38,000 0 0
HOLLYFRONTIER CO Common Stock 436106108 2,523 128,000 SH   SOLE   128,000 0 0
HOME DEPOT INC Common Stock 437076102 972 3,500 SH   SOLE   3,500 0 0
HP INC Common Stock 40434L105 722 38,000 SH   SOLE   38,000 0 0
IBM Common Stock 459200101 7,665 63,000 SH   SOLE   63,000 0 0
INTEL CORP Common Stock 458140100 1,243 24,000 SH   SOLE   24,000 0 0
INTUIT INC Common Stock 461202103 652 2,000 SH   SOLE   2,000 0 0
JOHNSON&JOHNSON Common Stock 478160104 6,402 43,000 SH   SOLE   43,000 0 0
JPMORGAN CHASE Common Stock 46625H100 4,717 49,000 SH   SOLE   49,000 0 0
KIMBERLY-CLARK Common Stock 494368103 7,162 48,500 SH   SOLE   48,500 0 0
KINDER MORGAN IN Common Stock 49456B101 3,452 280,000 SH   SOLE   280,000 0 0
LOCKHEED MARTIN Common Stock 539830109 1,341 3,500 SH   SOLE   3,500 0 0
LOWE'S COS INC Common Stock 548661107 1,194 7,200 SH   SOLE   7,200 0 0
LYONDELLBASELL-A SHS -A- N53745100 70 1,000 SH   SOLE   1,000 0 0
MAGNOLIA OIL-A CL A 559663109 1,060 205,000 SH   SOLE   205,000 0 0
MARATHON PETROLE Common Stock 56585A102 59 2,000 SH   SOLE   2,000 0 0
MASTERCARD INC-A CL A 57636Q104 1,015 3,000 SH   SOLE   3,000 0 0
MCDONALDS CORP Common Stock 580135101 1,427 6,500 SH   SOLE   6,500 0 0
MERCK & CO Common Stock 58933Y105 3,318 40,000 SH   SOLE   40,000 0 0
NATIONAL ENERGY SHS G6375R107 766 120,000 SH   SOLE   120,000 0 0
NEW FORTRESS ENE Com CL A 644393100 440 10,000 SH   SOLE   10,000 0 0
NVIDIA CORP Common Stock 67066G104 2,165 4,000 SH   SOLE   4,000 0 0
OLD REPUB INTL Common Stock 680223104 2,137 145,000 SH   SOLE   145,000 0 0
PARSLEY ENERGY-A CL A 701877102 5,335 570,000 SH   SOLE   570,000 0 0
PEMBINA PIPELINE Common Stock 706327103 2,081 98,000 SH   SOLE   98,000 0 0
PEPSICO INC Common Stock 713448108 5,198 37,500 SH   SOLE   37,500 0 0
PFIZER INC Common Stock 717081103 5,432 148,000 SH   SOLE   148,000 0 0
PHILIP MORRIS IN Common Stock 718172109 5,324 71,000 SH   SOLE   71,000 0 0
PHILLIPS 66 Common Stock 718546104 4,059 78,300 SH   SOLE   78,300 0 0
PIONEER NATURAL Common Stock 723787107 1,548 18,000 SH   SOLE   18,000 0 0
PNC FINANCIAL SE Common Stock 693475105 2,968 27,000 SH   SOLE   27,000 0 0
PROCTER & GAMBLE Common Stock 742718109 3,753 27,000 SH   SOLE   27,000 0 0
PROPETRO HOLDING Common Stock 74347M108 1,340 330,000 SH   SOLE   330,000 0 0
PRUDENTL FINL Common Stock 744320102 508 8,000 SH   SOLE   8,000 0 0
QUALCOMM INC Common Stock 747525103 2,212 18,800 SH   SOLE   18,800 0 0
QUANTA SERVICES Common Stock 74762E102 423 8,000 SH   SOLE   8,000 0 0
RAYTHEON TECHNOL Common Stock 75513E101 863 15,000 SH   SOLE   15,000 0 0
ROYAL DUTCH-ADR Spon ADR B 780259107 73 3,000 SH   SOLE   3,000 0 0
S&P GLOBAL INC Common Stock 78409V104 1,334 3,700 SH   SOLE   3,700 0 0
SCORPIO TANKERS SHS Y7542C130 332 30,000 SH   SOLE   30,000 0 0
SOLAREDGE TECHNO Common Stock 83417M104 1,668 7,000 SH   SOLE   7,000 0 0
SOLARIS OIL IN-A Com CL A 83418M103 1,376 217,000 SH   SOLE   217,000 0 0
SOUTHERN CO Common Stock 842587107 1,627 30,000 SH   SOLE   30,000 0 0
STARBUCKS CORP Common Stock 855244109 1,461 17,000 SH   SOLE   17,000 0 0
STATE ST CORP Common Stock 857477103 593 10,000 SH   SOLE   10,000 0 0
SUNCOR ENERGY Common Stock 867224107 734 60,000 SH   SOLE   60,000 0 0
SUNNOVA ENERGY I Common Stock 86745K104 2,737 90,000 SH   SOLE   90,000 0 0
SUNRUN INC Common Stock 86771W105 1,079 14,000 SH   SOLE   14,000 0 0
TARGET CORP Common Stock 87612E106 1,574 10,000 SH   SOLE   10,000 0 0
TC Energy Corp Common Stock 87807B107 4,391 104,500 SH   SOLE   104,500 0 0
TECHNIPFMC PLC Common Stock G87110105 2,840 450,000 SH   SOLE   450,000 0 0
TEXAS INSTRUMENT Common Stock 882508104 1,713 12,000 SH   SOLE   12,000 0 0
THERMO FISHER Common Stock 883556102 2,208 5,000 SH   SOLE   5,000 0 0
TOTAL SE-SP ADR Sponsored ADR 89151E109 151 4,400 SH   SOLE   4,400 0 0
TRANE TECHNOLOGI SHS G8994E103 728 6,000 SH   SOLE   6,000 0 0
TRUIST FINANCIAL Common Stock 89832Q109 1,788 47,000 SH   SOLE   47,000 0 0
UNITEDHEALTH GRP Common Stock 91324P102 1,247 4,000 SH   SOLE   4,000 0 0
VALERO ENERGY Common Stock 91913Y100 2,708 62,500 SH   SOLE   62,500 0 0
VERIZON COMMUNIC Common Stock 92343V104 9,161 154,000 SH   SOLE   154,000 0 0
VISA INC-CLASS A Com CL A 92826C839 1,400 7,000 SH   SOLE   7,000 0 0
WALT DISNEY CO Common Stock 254687106 869 7,000 SH   SOLE   7,000 0 0
WASTE MANAGEMENT Common Stock 94106L109 905 8,000 SH   SOLE   8,000 0 0
WILLIAMS COS INC Common Stock 969457100 3,242 165,000 SH   SOLE   165,000 0 0
YUM! BRANDS INC Common Stock 988498101 694 7,600 SH   SOLE   7,600 0 0