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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
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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
ALPHA METALLURGICAL RESOUR I COM 020764106   6,435,890 43,964 SH   SOLE   43,964 0 0
CANADIAN NAT RES LTD COM 136385101   610,830 11,000 SH   SOLE   11,000 0 0
CENOVUS ENERGY INC COM 15135U109   4,415,775 227,500 SH   SOLE   227,500 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101   1,611,000 100,000 SH Call SOLE   100,000 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101   1,603,412 99,529 SH   SOLE   99,529 0 0
CONSOL ENERGY INC NEW COM 20854L108   3,490,500 53,700 SH   SOLE   53,700 0 0
ERO COPPER CORP COM 296006109   687,500 50,000 SH   SOLE   50,000 0 0
EXCELERATE ENERGY INC CL A COM 30069T101   2,093,303 83,565 SH   SOLE   83,565 0 0
FREEPORT-MCMORAN INC CL B 35671D857   5,206,000 137,000 SH   SOLE   137,000 0 0
GENCO SHIPPING & TRADING LTD SHS Y2685T131   1,536,000 100,000 SH   SOLE   100,000 0 0
HALLIBURTON CO COM 406216101   2,740,806 69,652 SH   SOLE   69,652 0 0
HELMERICH & PAYNE INC COM 423452101   4,386,945 88,500 SH   SOLE   88,500 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   7,988,400 30,000 SH Put SOLE   30,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   156,924 900 SH Put SOLE   900 0 0
KOSMOS ENERGY LTD COM 500688106   7,483,144 1,176,595 SH   SOLE   1,176,595 0 0
LITHIUM AMERS CORP NEW COM NEW 53680Q207   1,895,000 100,000 SH Call SOLE   100,000 0 0
NABORS INDUSTRIES LTD SHS G6359F137   6,194,800 40,000 SH   SOLE   40,000 0 0
NATIONAL ENERGY SERVICES REU SHS G6375R107   763,400 110,000 SH   SOLE   110,000 0 0
NEW FORTRESS ENERGY INC COM CL A 644393100   2,624,356 61,866 SH   SOLE   61,866 0 0
NEXGEN ENERGY LTD COM 65340P106   2,403,820 542,623 SH   SOLE   542,623 0 0
NOBLE CORP PLC ORD SHS A G65431127   3,717,678 98,586 SH   SOLE   98,586 0 0
PEABODY ENERGY CORP COM 704551100   5,186,246 196,300 SH   SOLE   196,300 0 0
SOUTHERN COPPER CORP COM 84265V105   1,419,165 23,500 SH   SOLE   23,500 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   9,560,750 25,000 SH Put SOLE   25,000 0 0
TALOS ENERGY INC COM 87484T108   1,766,507 93,565 SH   SOLE   93,565 0 0
TEEKAY TANKERS LTD CL A Y8565N300   3,818,961 123,952 SH   SOLE   123,952 0 0
TIDEWATER INC NEW COM 88642R109   1,712,530 46,473 SH   SOLE   46,473 0 0
UNITED STATES STL CORP NEW COM 912909108   3,006,000 120,000 SH   SOLE   120,000 0 0
UNITED STS OIL FD LP UNITS 91232N207   3,505,500 50,000 SH Call SOLE   50,000 0 0
URANIUM ENERGY CORP COM 916896103   1,164,000 300,000 SH   SOLE   300,000 0 0
WEATHERFORD INTL PLC ORD SHS G48833118   6,873,029 134,977 SH   SOLE   134,977 0 0