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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBVIE INC Common Stock 00287Y109   21,203,785 142,250 SH   SOLE   142,250 0 0
ADV MICRO DEVICE Common Stock 007903107   1,747,940 17,000 SH   SOLE   17,000 0 0
AES CORP Common Stock 00130H105   3,192,000 210,000 SH   SOLE   210,000 0 0
AIR PRODS & CHEM Common Stock 009158106   5,668,000 20,000 SH   SOLE   20,000 0 0
ALLSTATE CORP Common Stock 020002101   6,461,780 58,000 SH   SOLE   58,000 0 0
ALTRIA GROUP INC Common Stock 02209S103   6,362,165 151,300 SH   SOLE   151,300 0 0
AMERICAN ELECTRI Common Stock 025537101   7,522,000 100,000 SH   SOLE   100,000 0 0
ANTERO RESOURCES Common Stock 03674X106   2,614,140 103,000 SH   SOLE   103,000 0 0
APPLE INC Common Stock 037833100   3,424,200 20,000 SH   SOLE   20,000 0 0
ARRAY TECHNOLOGI Common Stock 04271T100   2,662,800 120,000 SH   SOLE   120,000 0 0
AT&T INC Common Stock 00206R102   976,300 65,000 SH   SOLE   65,000 0 0
BAKER HUGHES A CL A 05722G100   1,059,600 30,000 SH   SOLE   30,000 0 0
BANK OF AMERICA Common Stock 060505104   5,476,000 200,000 SH   SOLE   200,000 0 0
BCE INC Common Stock 05534B760   5,152,950 135,000 SH   SOLE   135,000 0 0
BEST BUY CO INC Common Stock 086516101   13,894 200 SH   SOLE   200 0 0
BHP GROUP-ADR SPONSORED ADS 088606108   21,046 370 SH   SOLE   370 0 0
BLACKROCK INC Common Stock 09247X101   10,343,840 16,000 SH   SOLE   16,000 0 0
BRISTOL-MYER SQB Common Stock 110122108   5,107,520 88,000 SH   SOLE   88,000 0 0
BRIT AMER TO-ADR SPONSORED ADR 110448107   5,050,728 160,800 SH   SOLE   160,800 0 0
BROADCOM INC Common Stock 11135F101   22,018,676 26,510 SH   SOLE   26,510 0 0
CACTUS INC- A CL A 127203107   3,414,280 68,000 SH   SOLE   68,000 0 0
CATERPILLAR INC Common Stock 149123101   4,231,500 15,500 SH   SOLE   15,500 0 0
CHAMPIONX CORP Common Stock 15872M104   1,424,800 40,000 SH   SOLE   40,000 0 0
CHENIERE ENERGY Common Stock 16411R208   12,281,040 74,000 SH   SOLE   74,000 0 0
CHORD ENERGY CORP Common Stock 674215207   40,518 250 SH   SOLE   250 0 0
CISCO SYSTEMS Common Stock 17275R102   1,881,600 35,000 SH   SOLE   35,000 0 0
COCA-COLA CO/THE Common Stock 191216100   5,038,200 90,000 SH   SOLE   90,000 0 0
COTERRA ENERGY CORP Common Stock 127097103   1,487,750 55,000 SH   SOLE   55,000 0 0
CVS HEALTH CORP Common Stock 126650100   2,443,700 35,000 SH   SOLE   35,000 0 0
DARLING INGREDIE Common Stock 237266101   2,035,800 39,000 SH   SOLE   39,000 0 0
DEERE & CO Common Stock 244199105   1,509,520 4,000 SH   SOLE   4,000 0 0
DEVON ENERGY CO Common Stock 25179M103   7,870,500 165,000 SH   SOLE   165,000 0 0
DIAMONDBACK ENER Common Stock 25278X109   6,195,200 40,000 SH   SOLE   40,000 0 0
DOW INC Common Stock 260557103   20,624 400 SH   SOLE   400 0 0
DUKE ENERGY CORP Common Stock 26441C204   4,249,719 48,150 SH   SOLE   48,150 0 0
EDWARDS LIFE Common Stock 28176E108   1,385,600 20,000 SH   SOLE   20,000 0 0
ENBRIDGE INC Common Stock 29250N105   10,952,700 330,000 SH   SOLE   330,000 0 0
ENPHASE ENERGY Common Stock 29355A107   2,643,300 22,000 SH   SOLE   22,000 0 0
ENTERGY CORP Common Stock 29364G103   6,771,000 73,200 SH   SOLE   73,200 0 0
EOG RESOURCES Common Stock 26875P101   4,183,080 33,000 SH   SOLE   33,000 0 0
EXCELERATE ENE-A CL A COM 30069T101   1,363,200 80,000 SH   SOLE   80,000 0 0
EXELON CORP Common Stock 30161N101   793,590 21,000 SH   SOLE   21,000 0 0
EXXON MOBIL CORP Common Stock 30231G102   12,581,060 107,000 SH   SOLE   107,000 0 0
FEDEX CORP Common Stock 31428X106   1,854,440 7,000 SH   SOLE   7,000 0 0
GENERAC HOLDINGS Common Stock 368736104   1,198,560 11,000 SH   SOLE   11,000 0 0
GENUINE PARTS CO Common Stock 372460105   2,454,460 17,000 SH   SOLE   17,000 0 0
HALLIBURTON CO Common Stock 406216101   4,536,000 112,000 SH   SOLE   112,000 0 0
HOME DEPOT INC Common Stock 437076102   7,251,840 24,000 SH   SOLE   24,000 0 0
IBM Common Stock 459200101   5,506,775 39,250 SH   SOLE   39,250 0 0
ILLINOIS TOOL WO Common Stock 452308109   3,224,340 14,000 SH   SOLE   14,000 0 0
INTEL CORP Common Stock 458140100   1,422,000 40,000 SH   SOLE   40,000 0 0
INTUIT INC Common Stock 461202103   2,554,700 5,000 SH   SOLE   5,000 0 0
JOHNSON&JOHNSON Common Stock 478160104   2,180,500 14,000 SH   SOLE   14,000 0 0
JPMORGAN CHASE Common Stock 46625H100   12,616,740 87,000 SH   SOLE   87,000 0 0
KENVUE INC Common Stock 49177J102   4,839,280 241,000 SH   SOLE   241,000 0 0
KIMBERLY-CLARK Common Stock 494368103   9,668,000 80,000 SH   SOLE   80,000 0 0
KINDER MORGAN IN Common Stock 49456B101   829,000 50,000 SH   SOLE   50,000 0 0
KLA-TENCOR CORP Common Stock 482480100   2,751,960 6,000 SH   SOLE   6,000 0 0
LAM RESEARCH Common Stock 512807108   2,507,080 4,000 SH   SOLE   4,000 0 0
LOCKHEED MARTIN Common Stock 539830109   2,862,720 7,000 SH   SOLE   7,000 0 0
LOWE'S COS INC Common Stock 548661107   2,078,400 10,000 SH   SOLE   10,000 0 0
LYONDELLBASELL-A SHS -A- N53745100   10,417 110 SH   SOLE   110 0 0
MARATHON OIL Common Stock 565849106   6,152,500 230,000 SH   SOLE   230,000 0 0
MASTERCARD INC-A CL A 57636Q104   2,771,370 7,000 SH   SOLE   7,000 0 0
MCDONALDS CORP Common Stock 580135101   1,053,760 4,000 SH   SOLE   4,000 0 0
MERCK & CO Common Stock 58933Y105   8,338,950 81,000 SH   SOLE   81,000 0 0
MICROSOFT CORP Common Stock 594918104   1,894,500 6,000 SH   SOLE   6,000 0 0
MORGAN STANLEY Common Stock 617446448   8,167,000 100,000 SH   SOLE   100,000 0 0
NEW FORTRESS ENE COM CL A 644393100   3,212,440 98,000 SH   SOLE   98,000 0 0
NEXTERA ENERGY Common Stock 65339F101   6,588,350 115,000 SH   SOLE   115,000 0 0
NVIDIA CORP Common Stock 67066G104   3,479,920 8,000 SH   SOLE   8,000 0 0
OLD REPUB INTL Common Stock 680223104   2,963,400 110,000 SH   SOLE   110,000 0 0
OLIN CORP Common Stock 680665205   3,498,600 70,000 SH   SOLE   70,000 0 0
PATTERSON-UTI Common Stock 703481101   5,620,147 406,080 SH   SOLE   406,080 0 0
PEMBINA PIPELINE Common Stock 706327103   2,723,436 90,600 SH   SOLE   90,600 0 0
PEPSICO INC Common Stock 713448108   10,335,840 61,000 SH   SOLE   61,000 0 0
PERMIAN RESOURCE CLASS A COM 71424F105   4,327,600 310,000 SH   SOLE   310,000 0 0
PFIZER INC Common Stock 717081103   7,128,233 214,900 SH   SOLE   214,900 0 0
PHILIP MORRIS IN Common Stock 718172109   8,362,751 90,330 SH   SOLE   90,330 0 0
PHILLIPS 66 Common Stock 718546104   4,325,400 36,000 SH   SOLE   36,000 0 0
PIONEER NATURAL Common Stock 723787107   12,652,796 55,120 SH   SOLE   55,120 0 0
PLUG POWER INC Common Stock 72919P202   212,800 28,000 SH   SOLE   28,000 0 0
PNC FINANCIAL SE Common Stock 693475105   3,830,424 31,200 SH   SOLE   31,200 0 0
PROCTER & GAMBLE Common Stock 742718109   3,646,500 25,000 SH   SOLE   25,000 0 0
PRUDENTL FINL Common Stock 744320102   8,381,634 88,330 SH   SOLE   88,330 0 0
QUALCOMM INC Common Stock 747525103   10,883,880 98,000 SH   SOLE   98,000 0 0
QUIMICA Y-SP ADR SPON ADR SER B 833635105   2,714,985 45,500 SH   SOLE   45,500 0 0
REGIONS FINANCIA Common Stock 7591EP100   22,360 1,300 SH   SOLE   1,300 0 0
RIO TINTO-ADR SPONSORED ADR 767204100   44,548 700 SH   SOLE   700 0 0
S&P GLOBAL INC Common Stock 78409V104   1,827,050 5,000 SH   SOLE   5,000 0 0
SANOFI-ADR SPONSORED ADR 80105N105   10,728 200 SH   SOLE   200 0 0
SEAGATE TECHNOLO ORD SHS G7997R103   5,936 90 SH   SOLE   90 0 0
SHELL PLC-ADR SPON ADS 780259305   4,506,600 70,000 SH   SOLE   70,000 0 0
SHOALS TECHNOL-A CL A 82489W107   1,715,500 94,000 SH   SOLE   94,000 0 0
SKYWORKS SOLUTIO Common Stock 83088M102   3,943,600 40,000 SH   SOLE   40,000 0 0
SM ENERGY CO Common Stock 78454L100   1,586,000 40,000 SH   SOLE   40,000 0 0
SOLAREDGE TECHNO Common Stock 83417M104   1,036,080 8,000 SH   SOLE   8,000 0 0
SOLARIS OIL IN-A COM CL A 83418M103   692,900 65,000 SH   SOLE   65,000 0 0
STARBUCKS CORP Common Stock 855244109   2,007,940 22,000 SH   SOLE   22,000 0 0
T ROWE PRICE GRP Common Stock 74144T108   9,438 90 SH   SOLE   90 0 0
TARGA RESOURCES Common Stock 87612G101   10,286,400 120,000 SH   SOLE   120,000 0 0
TARGET CORP Common Stock 87612E106   6,191,920 56,000 SH   SOLE   56,000 0 0
TC Energy Corp Common Stock 87807B107   7,398,150 215,000 SH   SOLE   215,000 0 0
TENARIS-ADR SPONSORED ADR 88031M109   5,214,000 165,000 SH   SOLE   165,000 0 0
TEXAS INSTRUMENT Common Stock 882508104   6,837,430 43,000 SH   SOLE   43,000 0 0
THERMO FISHER Common Stock 883556102   2,530,850 5,000 SH   SOLE   5,000 0 0
TRANE TECHNOLOGI SHS G8994E103   2,232,010 11,000 SH   SOLE   11,000 0 0
UNITED PARCEL-B CL B 911312106   3,740,880 24,000 SH   SOLE   24,000 0 0
UNITEDHEALTH GRP Common Stock 91324P102   2,016,760 4,000 SH   SOLE   4,000 0 0
US BANCORP Common Stock 902973304   7,934 240 SH   SOLE   240 0 0
VALERO ENERGY Common Stock 91913Y100   4,251,300 30,000 SH   SOLE   30,000 0 0
VERIZON COMMUNIC Common Stock 92343V104   8,037,680 248,000 SH   SOLE   248,000 0 0
VISA INC-CLASS A COM CL A 92826C839   3,450,150 15,000 SH   SOLE   15,000 0 0
WALGREENS BOOTS Common Stock 931427108   3,336 150 SH   SOLE   150 0 0
WASTE MANAGEMENT Common Stock 94106L109   1,981,720 13,000 SH   SOLE   13,000 0 0
WHIRLPOOL CORP Common Stock 963320106   9,359 70 SH   SOLE   70 0 0