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
ABBVIE INC Common Stock 00287Y109 14,352 106,000 SH   SOLE   106,000 0 0
ADV MICRO DEVICE Common Stock 007903107 2,446 17,000 SH   SOLE   17,000 0 0
AES CORP Common Stock 00130H105 2,430 100,000 SH   SOLE   100,000 0 0
AIR PRODS & CHEM Common Stock 009158106 3,803 12,500 SH   SOLE   12,500 0 0
ALTRIA GROUP INC Common Stock 02209S103 6,824 144,000 SH   SOLE   144,000 0 0
AMEREN CORP Common Stock 023608102 1,780 20,000 SH   SOLE   20,000 0 0
AMERICAN ELECTRI Common Stock 025537101 4,715 53,000 SH   SOLE   53,000 0 0
APPLE INC Common Stock 037833100 3,551 20,000 SH   SOLE   20,000 0 0
ARCHAEA ENERGY I COM CL A 03940F103 841 46,000 SH   SOLE   46,000 0 0
ARCHROCK INC Common Stock 03957W106 2,094 280,000 SH   SOLE   280,000 0 0
ARRAY TECHNOLOGI COM SHS 04271T100 1,145 73,000 SH   SOLE   73,000 0 0
AT&T INC Common Stock 00206R102 1,599 65,000 SH   SOLE   65,000 0 0
BAKER HUGHES A CL A 05722G100 4,788 199,000 SH   SOLE   199,000 0 0
BANK OF AMERICA Common Stock 060505104 1,335 30,000 SH   SOLE   30,000 0 0
BCE INC Common Stock 05534B760 5,048 97,000 SH   SOLE   97,000 0 0
BEST BUY CO INC Common Stock 086516101 1,016 10,000 SH   SOLE   10,000 0 0
BLACKROCK INC Common Stock 09247X101 4,578 5,000 SH   SOLE   5,000 0 0
BLOOM ENERGY C-A COM CL A 093712107 768 35,000 SH   SOLE   35,000 0 0
BRIT AMER TO-ADR SPONSORED ADR 110448107 1,983 53,000 SH   SOLE   53,000 0 0
BROADCOM INC Common Stock 11135F101 15,970 24,000 SH   SOLE   24,000 0 0
CACTUS INC- A CL A 127203107 7,130 187,000 SH   SOLE   187,000 0 0
CATERPILLAR INC Common Stock 149123101 2,584 12,500 SH   SOLE   12,500 0 0
CELANESE CORP Common Stock 150870103 672 4,000 SH   SOLE   4,000 0 0
CENTERPOINT ENER Common Stock 15189T107 1,396 50,000 SH   SOLE   50,000 0 0
CHAMPIONX CORP Common Stock 15872M104 3,658 181,000 SH   SOLE   181,000 0 0
CHENIERE ENERGY Common Stock 16411R208 5,071 50,000 SH   SOLE   50,000 0 0
CHEVRON CORP Common Stock 166764100 3,051 26,000 SH   SOLE   26,000 0 0
CISCO SYSTEMS Common Stock 17275R102 5,513 87,000 SH   SOLE   87,000 0 0
CME GROUP INC Common Stock 12572Q105 2,742 12,000 SH   SOLE   12,000 0 0
COCA-COLA CO/THE Common Stock 191216100 6,750 114,000 SH   SOLE   114,000 0 0
CONOCOPHILLIPS Common Stock 20825C104 1,877 26,000 SH   SOLE   26,000 0 0
COTERRA ENERCOTERRA ENER CORP Common Stock 127097103 1,520 80,000 SH   SOLE   80,000 0 0
DARLING INGREDIE Common Stock 237266101 1,594 23,000 SH   SOLE   23,000 0 0
DEERE & CO Common Stock 244199105 2,057 6,000 SH   SOLE   6,000 0 0
DEVON ENERGY CO Common Stock 25179M103 13,611 309,000 SH   SOLE   309,000 0 0
DIAMONDBACK ENER Common Stock 25278X109 4,530 42,000 SH   SOLE   42,000 0 0
DMC GLOBAL INC Common Stock 23291C103 1,188 30,000 SH   SOLE   30,000 0 0
DOMINION ENERGY INC Common Stock 25746U109 2,435 31,000 SH   SOLE   31,000 0 0
DUKE ENERGY CORP Common Stock 26441C204 1,574 15,000 SH   SOLE   15,000 0 0
EDWARDS LIFE Common Stock 28176E108 2,591 20,000 SH   SOLE   20,000 0 0
ENBRIDGE INC Common Stock 29250N105 6,995 179,000 SH   SOLE   179,000 0 0
ENPHASE ENERGY Common Stock 29355A107 2,195 12,000 SH   SOLE   12,000 0 0
ENTERGY CORP Common Stock 29364G103 2,028 18,000 SH   SOLE   18,000 0 0
EXELON CORP Common Stock 30161N101 1,213 21,000 SH   SOLE   21,000 0 0
EXXON MOBIL CORP Common Stock 30231G102 7,955 130,000 SH   SOLE   130,000 0 0
FEDEX CORP Common Stock 31428X106 1,810 7,000 SH   SOLE   7,000 0 0
GENERAC HOLDINGS Common Stock 368736104 1,021 2,900 SH   SOLE   2,900 0 0
GENUINE PARTS CO Common Stock 372460105 2,313 16,500 SH   SOLE   16,500 0 0
HOLLYFRONTIER CO Common Stock 436106108 1,508 46,000 SH   SOLE   46,000 0 0
HOME DEPOT INC Common Stock 437076102 2,490 6,000 SH   SOLE   6,000 0 0
HP INC Common Stock 40434L105 1,431 38,000 SH   SOLE   38,000 0 0
IBM Common Stock 459200101 2,540 19,000 SH   SOLE   19,000 0 0
INTUIT INC Common Stock 461202103 3,216 5,000 SH   SOLE   5,000 0 0
JOHNSON&JOHNSON Common Stock 478160104 5,816 34,000 SH   SOLE   34,000 0 0
JPMORGAN CHASE Common Stock 46625H100 8,551 54,000 SH   SOLE   54,000 0 0
KIMBERLY-CLARK Common Stock 494368103 7,003 49,000 SH   SOLE   49,000 0 0
KINDER MORGAN IN Common Stock 49456B101 1,110 70,000 SH   SOLE   70,000 0 0
KLA-TENCOR CORP Common Stock 482480100 2,581 6,000 SH   SOLE   6,000 0 0
LAM RESEARCH Common Stock 512807108 2,157 3,000 SH   SOLE   3,000 0 0
LOCKHEED MARTIN Common Stock 539830109 2,026 5,700 SH   SOLE   5,700 0 0
LOWE'S COS INC Common Stock 548661107 2,585 10,000 SH   SOLE   10,000 0 0
MARATHON OIL Common Stock 565849106 2,135 130,000 SH   SOLE   130,000 0 0
MASTERCARD INC-A CL A 57636Q104 2,515 7,000 SH   SOLE   7,000 0 0
MCDONALDS CORP Common Stock 580135101 1,742 6,500 SH   SOLE   6,500 0 0
MERCK & CO Common Stock 58933Y105 5,212 68,000 SH   SOLE   68,000 0 0
MICROSOFT CORP Common Stock 594918104 2,018 6,000 SH   SOLE   6,000 0 0
NATIONAL ENERGY SHS G6375R107 1,323 140,000 SH   SOLE   140,000 0 0
NEW FORTRESS ENE COM CL A 644393100 604 25,000 SH   SOLE   25,000 0 0
NEWMONT CORP Common Stock 651639106 1,551 25,000 SH   SOLE   25,000 0 0
NEXTERA ENERGY Common Stock 65339F101 9,243 99,000 SH   SOLE   99,000 0 0
NVIDIA CORP Common Stock 67066G104 4,706 16,000 SH   SOLE   16,000 0 0
OLD REPUB INTL Common Stock 680223104 4,179 170,000 SH   SOLE   170,000 0 0
OLIN CORP Common Stock 680665205 1,783 31,000 SH   SOLE   31,000 0 0
PEPSICO INC Common Stock 713448108 4,343 25,000 SH   SOLE   25,000 0 0
PFIZER INC Common Stock 717081103 9,330 158,000 SH   SOLE   158,000 0 0
PHILIP MORRIS IN Common Stock 718172109 5,890 62,000 SH   SOLE   62,000 0 0
PHILLIPS 66 Common Stock 718546104 4,710 65,000 SH   SOLE   65,000 0 0
PIONEER NATURAL Common Stock 723787107 10,822 59,500 SH   SOLE   59,500 0 0
PLUG POWER INC Common Stock 72919P202 790 28,000 SH   SOLE   28,000 0 0
PNC FINANCIAL SE Common Stock 693475105 5,414 27,000 SH   SOLE   27,000 0 0
PROCTER & GAMBLE Common Stock 742718109 1,963 12,000 SH   SOLE   12,000 0 0
PROPETRO HOLDING Common Stock 74347M108 1,620 200,000 SH   SOLE   200,000 0 0
PRUDENTL FINL Common Stock 744320102 2,814 26,000 SH   SOLE   26,000 0 0
QUALCOMM INC Common Stock 747525103 6,583 36,000 SH   SOLE   36,000 0 0
QUANTA SERVICES Common Stock 74762E102 2,064 18,000 SH   SOLE   18,000 0 0
RAYTHEON TECHNOL Common Stock 75513E101 1,721 20,000 SH   SOLE   20,000 0 0
S&P GLOBAL INC Common Stock 78409V104 2,360 5,000 SH   SOLE   5,000 0 0
SALESFORCE.COM Common Stock 79466L302 2,287 9,000 SH   SOLE   9,000 0 0
SHOALS TECHNOL-A CL A 82489W107 753 31,000 SH   SOLE   31,000 0 0
SOLAREDGE TECHNO Common Stock 83417M104 1,347 4,800 SH   SOLE   4,800 0 0
SOLARIS OIL IN-A COM CL A 83418M103 1,179 180,000 SH   SOLE   180,000 0 0
SOUTHERN CO Common Stock 842587107 1,783 26,000 SH   SOLE   26,000 0 0
STARBUCKS CORP Common Stock 855244109 1,988 17,000 SH   SOLE   17,000 0 0
SUNNOVA ENERGY I Common Stock 86745K104 3,267 117,000 SH   SOLE   117,000 0 0
SUNRUN INC Common Stock 86771W105 2,607 76,000 SH   SOLE   76,000 0 0
TARGET CORP Common Stock 87612E106 2,777 12,000 SH   SOLE   12,000 0 0
TC Energy Corp Common Stock 87807B107 2,699 58,000 SH   SOLE   58,000 0 0
TEXAS INSTRUMENT Common Stock 882508104 3,204 17,000 SH   SOLE   17,000 0 0
THERMO FISHER Common Stock 883556102 3,336 5,000 SH   SOLE   5,000 0 0
TRANE TECHNOLOGI SHS G8994E103 2,222 11,000 SH   SOLE   11,000 0 0
TRUIST FINANCIAL Common Stock 89832Q109 2,342 40,000 SH   SOLE   40,000 0 0
UNITEDHEALTH GRP Common Stock 91324P102 2,009 4,000 SH   SOLE   4,000 0 0
US BANCORP Common Stock 902973304 2,809 50,000 SH   SOLE   50,000 0 0
VALERO ENERGY Common Stock 91913Y100 3,605 48,000 SH   SOLE   48,000 0 0
VERIZON COMMUNIC Common Stock 92343V104 9,561 184,000 SH   SOLE   184,000 0 0
VISA INC-CLASS A COM CL A 92826C839 3,251 15,000 SH   SOLE   15,000 0 0
WALT DISNEY CO Common Stock 254687106 3,098 20,000 SH   SOLE   20,000 0 0
WASTE MANAGEMENT Common Stock 94106L109 2,170 13,000 SH   SOLE   13,000 0 0
WILLIAMS COS INC Common Stock 969457100 2,864 110,000 SH   SOLE   110,000 0 0