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
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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
AES CORP COM 00130H105   11,619,214 764,422 SH   SOLE   764,422 0 0
AIR PRODS & CHEMS INC COM 009158106   20,578,808 72,614 SH   SOLE   72,614 0 0
ANTERO MIDSTREAM CORP COM 03676B102   7,293,556 608,811 SH   SOLE   608,811 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100   14,065,553 633,869 SH   SOLE   633,869 0 0
BAYTEX ENERGY CORP COM 07317Q105   34,509,376 7,825,026 SH   SOLE   7,825,026 0 0
BLOOM ENERGY CORP COM CL A 093712107   4,067,651 306,761 SH   SOLE   306,761 0 0
BP PLC SPONSORED ADR 055622104   32,062,251 828,054 SH   SOLE   828,054 0 0
CABOT CORP COM 127055101   6,777,377 97,840 SH   SOLE   97,840 0 0
CANADIAN SOLAR INC COM 136635109   7,885,265 320,409 SH   SOLE   320,409 0 0
CHAMPIONX CORPORATION COM 15872M104   2,197,754 61,700 SH   SOLE   61,700 0 0
CHART INDS INC COM 16115Q308   6,704,932 39,646 SH   SOLE   39,646 0 0
CHEMOURS CO COM 163851108   13,491,152 480,968 SH   SOLE   480,968 0 0
CHENIERE ENERGY INC COM NEW 16411R208   1,591,722 9,591 SH   SOLE   9,591 0 0
CLEAN ENERGY FUELS CORP COM 184499101   6,514,144 1,700,821 SH   SOLE   1,700,821 0 0
CRESCENT PT ENERGY CORP COM 22576C101   7,158,747 863,500 SH   SOLE   863,500 0 0
DELEK US HLDGS INC NEW COM 24665A103   26,756,510 941,799 SH   SOLE   941,799 0 0
DIAMOND OFFSHORE DRILLING IN COM 25271C201   898,944 61,236 SH   SOLE   61,236 0 0
DIAMONDBACK ENERGY INC COM 25278X109   28,311,444 182,796 SH   SOLE   182,796 0 0
EASTMAN CHEM CO COM 277432100   1,695,512 22,100 SH   SOLE   22,100 0 0
ENERPLUS CORP COM 292766102   22,288,891 1,266,300 SH   SOLE   1,266,300 0 0
ENETI INC COM Y2294C107   1,571,089 155,862 SH   SOLE   155,862 0 0
ENLINK MIDSTREAM LLC COM UNIT REP LTD 29336T100   25,664,065 2,100,169 SH   SOLE   2,100,169 0 0
EQT CORP COM 26884L109   42,840,306 1,055,700 SH   SOLE   1,055,700 0 0
EQUITRANS MIDSTREAM CORP COM 294600101   10,066,303 1,074,312 SH   SOLE   1,074,312 0 0
EVGO INC CL A COM 30052F100   5,837,023 1,726,930 SH   SOLE   1,726,930 0 0
EXCELERATE ENERGY INC CL A COM 30069T101   8,208,355 481,711 SH   SOLE   481,711 0 0
EXPRO GROUP HOLDINGS NV COM N3144W105   10,187,818 438,563 SH   SOLE   438,563 0 0
GULFPORT ENERGY CORP COMMON SHARES 402635502   10,595,270 89,291 SH   SOLE   89,291 0 0
HALLIBURTON CO COM 406216101   13,132,206 324,252 SH   SOLE   324,252 0 0
HELIX ENERGY SOLUTIONS GRP I COM 42330P107   7,624,865 682,620 SH   SOLE   682,620 0 0
HELMERICH & PAYNE INC COM 423452101   3,081,896 73,100 SH   SOLE   73,100 0 0
HESS CORP COM 42809H107   6,165,900 40,300 SH   SOLE   40,300 0 0
HESS MIDSTREAM LP CL A SHS 428103105   2,913,000 100,000 SH   SOLE   100,000 0 0
LI-CYCLE HOLDINGS CORP COMMON SHARES 50202P105   9,658,432 2,720,685 SH   SOLE   2,720,685 0 0
MARATHON OIL CORP COM 565849106   56,106,627 2,097,444 SH   SOLE   2,097,444 0 0
MATADOR RES CO COM 576485205   8,583,142 144,303 SH   SOLE   144,303 0 0
MURPHY OIL CORP COM 626717102   22,851,865 503,900 SH   SOLE   503,900 0 0
NEXTDECADE CORP COM 65342K105   3,751,424 732,700 SH   SOLE   732,700 0 0
NOBLE CORP PLC ORD SHS A G65431127   14,205,147 280,457 SH   SOLE   280,457 0 0
NORTHERN OIL & GAS INC COM 665531307   14,594,358 362,773 SH   SOLE   362,773 0 0
NOV INC COM 62955J103   14,322,227 685,274 SH   SOLE   685,274 0 0
ORION S.A. COM L72967109   2,503,549 117,648 SH   SOLE   117,648 0 0
PBF ENERGY INC CL A 69318G106   23,043,969 430,487 SH   SOLE   430,487 0 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105   10,981,829 786,664 SH   SOLE   786,664 0 0
PPG INDS INC COM 693506107   14,397,805 110,923 SH   SOLE   110,923 0 0
PRECISION DRILLING CORP COM NEW 74022D407   8,369,275 124,900 SH   SOLE   124,900 0 0
PROPETRO HLDG CORP COM 74347M108   4,857,347 456,947 SH   SOLE   456,947 0 0
SEADRILL 2021 LTD COM G7997W102   5,354,689 119,551 SH   SOLE   119,551 0 0
SHELL PLC SPON ADS 780259305   21,790,312 338,464 SH   SOLE   338,464 0 0
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107   16,991,717 931,053 SH   SOLE   931,053 0 0
SIGMA LITHIUM CORPORATION COM 826599102   11,555,420 356,209 SH   SOLE   356,209 0 0
SM ENERGY CO COM 78454L100   21,637,005 545,700 SH   SOLE   545,700 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104   5,050,890 39,000 SH   SOLE   39,000 0 0
SOUTHWESTERN ENERGY CO COM 845467109   38,631,482 5,989,377 SH   SOLE   5,989,377 0 0
TARGA RES CORP COM 87612G101   37,051,098 432,234 SH   SOLE   432,234 0 0
TECHNIPFMC PLC COM G87110105   248,657 12,225 SH   SOLE   12,225 0 0
TENARIS S A SPONSORED ADS 88031M109   21,122,483 668,433 SH   SOLE   668,433 0 0
TETRA TECHNOLOGIES INC DEL COM 88162F105   3,713,536 582,059 SH   SOLE   582,059 0 0
TIDEWATER INC NEW COM 88642R109   3,530,900 49,682 SH   SOLE   49,682 0 0
UGI CORP NEW COM 902681105   20,043,120 871,440 SH   SOLE   871,440 0 0
VALARIS LTD CL A G9460G101   5,198,663 69,334 SH   SOLE   69,334 0 0
VALERO ENERGY CORP COM 91913Y100   15,334,014 108,207 SH   SOLE   108,207 0 0
WEATHERFORD INTL PLC ORD SHS G48833118   2,782,164 30,800 SH   SOLE   30,800 0 0