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   15,647,905 872,722 SH   SOLE   872,722 0 0
AIR PRODS & CHEMS INC COM 009158106   2,725,295 11,249 SH   SOLE   11,249 0 0
ANTERO RESOURCES CORP COM 03674X106   26,255,875 905,375 SH   SOLE   905,375 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100   26,874,246 1,802,431 SH   SOLE   1,802,431 0 0
BAKER HUGHES COMPANY CL A 05722G100   36,313,665 1,083,990 SH   SOLE   1,083,990 0 0
BAYTEX ENERGY CORP COM 07317Q105   17,433,636 4,819,326 SH   SOLE   4,819,326 0 0
BLOOM ENERGY CORP COM CL A 093712107   544,016 48,400 SH   SOLE   48,400 0 0
BP PLC SPONSORED ADR 055622104   4,619,568 122,600 SH   SOLE   122,600 0 0
CABOT CORP COM 127055101   1,637,749 17,763 SH   SOLE   17,763 0 0
CENOVUS ENERGY INC COM 15135U109   34,760,611 1,738,900 SH   SOLE   1,738,900 0 0
CHART INDS INC COM 16115Q308   9,177,540 55,716 SH   SOLE   55,716 0 0
CHEMOURS CO COM 163851108   10,330,185 393,381 SH   SOLE   393,381 0 0
CHENIERE ENERGY INC COM NEW 16411R208   1,419,264 8,800 SH   SOLE   8,800 0 0
CIVITAS RESOURCES INC COM NEW 17888H103   22,469,360 296,000 SH   SOLE   296,000 0 0
CLEAN ENERGY FUELS CORP COM 184499101   6,748,050 2,517,929 SH   SOLE   2,517,929 0 0
COTERRA ENERGY INC COM 127097103   34,462,468 1,236,100 SH   SOLE   1,236,100 0 0
CRESCENT PT ENERGY CORP COM 22576C101   12,772,471 1,561,400 SH   SOLE   1,561,400 0 0
DELEK US HLDGS INC NEW COM 24665A103   19,624,385 638,399 SH   SOLE   638,399 0 0
DIAMOND OFFSHORE DRILLING IN COM 25271C201   14,043,976 1,029,617 SH   SOLE   1,029,617 0 0
ENERPLUS CORP COM 292766102   46,760,458 2,380,100 SH   SOLE   2,380,100 0 0
ENLINK MIDSTREAM LLC COM UNIT REP LTD 29336T100   25,815,964 1,892,666 SH   SOLE   1,892,666 0 0
EQT CORP COM 26884L109   748,814 20,200 SH   SOLE   20,200 0 0
EVGO INC CL A COM 30052F100   1,359,918 541,800 SH   SOLE   541,800 0 0
EXCELERATE ENERGY INC CL A COM 30069T101   10,503,385 655,642 SH   SOLE   655,642 0 0
EXPRO GROUP HOLDINGS NV COM N3144W105   2,851,177 142,773 SH   SOLE   142,773 0 0
FIRST SOLAR INC COM 336433107   15,645,228 92,685 SH   SOLE   92,685 0 0
FLUENCE ENERGY INC COM CL A 34379V103   18,072,979 1,042,271 SH   SOLE   1,042,271 0 0
GULFPORT ENERGY CORP COMMON SHARES 402635502   18,741,886 117,049 SH   SOLE   117,049 0 0
HALLIBURTON CO COM 406216101   10,769,544 273,200 SH   SOLE   273,200 0 0
HELIX ENERGY SOLUTIONS GRP I COM 42330P107   9,740,607 898,580 SH   SOLE   898,580 0 0
HELMERICH & PAYNE INC COM 423452101   2,620,338 62,300 SH   SOLE   62,300 0 0
HESS MIDSTREAM LP CL A SHS 428103105   3,613,000 100,000 SH   SOLE   100,000 0 0
KINDER MORGAN INC DEL COM 49456B101   50,772,713 2,768,414 SH   SOLE   2,768,414 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100   25,504,132 249,356 SH   SOLE   249,356 0 0
MARATHON OIL CORP COM 565849106   49,939,926 1,762,171 SH   SOLE   1,762,171 0 0
MARATHON PETE CORP COM 56585A102   28,544,692 141,661 SH   SOLE   141,661 0 0
MASTEC INC COM 576323109   9,985,956 107,088 SH   SOLE   107,088 0 0
MATADOR RES CO COM 576485205   12,813,163 191,900 SH   SOLE   191,900 0 0
MONTAUK RENEWABLES INC COM 61218C103   709,396 170,528 SH   SOLE   170,528 0 0
MURPHY OIL CORP COM 626717102   4,085,580 89,400 SH   SOLE   89,400 0 0
NEXTDECADE CORP COM 65342K105   9,441,915 1,662,309 SH   SOLE   1,662,309 0 0
NISOURCE INC COM 65473P105   11,188,470 404,500 SH   SOLE   404,500 0 0
NOBLE CORP PLC ORD SHS A G65431127   6,817,694 140,600 SH   SOLE   140,600 0 0
NORTHERN OIL & GAS INC COM 665531307   17,458,565 439,984 SH   SOLE   439,984 0 0
NOV INC COM 62955J103   9,830,272 503,600 SH   SOLE   503,600 0 0
ONEOK INC NEW COM 682680103   24,484,559 305,408 SH   SOLE   305,408 0 0
OPAL FUELS INC CLASS A COM 68347P103   1,104,947 220,109 SH   SOLE   220,109 0 0
PATTERSON-UTI ENERGY INC COM 703481101   20,577,527 1,723,411 SH   SOLE   1,723,411 0 0
PBF ENERGY INC CL A 69318G106   13,969,418 242,651 SH   SOLE   242,651 0 0
PEMBINA PIPELINE CORP COM 706327103   20,151,147 570,900 SH   SOLE   570,900 0 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105   26,434,724 1,496,870 SH   SOLE   1,496,870 0 0
PNM RES INC COM 69349H107   7,968,388 211,700 SH   SOLE   211,700 0 0
PRECISION DRILLING CORP COM NEW 74022D407   7,298,339 108,478 SH   SOLE   108,478 0 0
PROFRAC HLDG CORP CLASS A COM 74319N100   9,827,983 1,175,596 SH   SOLE   1,175,596 0 0
SEADRILL 2021 LTD COM G7997W102   690,770 13,733 SH   SOLE   13,733 0 0
SHELL PLC SPON ADS 780259305   5,792,256 86,400 SH   SOLE   86,400 0 0
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107   24,171,663 2,162,045 SH   SOLE   2,162,045 0 0
SIGMA LITHIUM CORPORATION COM 826599102   12,943,968 998,763 SH   SOLE   998,763 0 0
SILVERBOW RES INC COM 82836G102   6,578,778 192,700 SH   SOLE   192,700 0 0
SM ENERGY CO COM 78454L100   9,326,935 187,100 SH   SOLE   187,100 0 0
STEM INC COM 85859N102   809,643 369,700 SH   SOLE   369,700 0 0
SUNRUN INC COM 86771W105   20,506,446 1,555,876 SH   SOLE   1,555,876 0 0
TARGA RES CORP COM 87612G101   28,564,057 255,059 SH   SOLE   255,059 0 0
TETRA TECHNOLOGIES INC DEL COM 88162F105   5,076,984 1,146,046 SH   SOLE   1,146,046 0 0
TOTALENERGIES SE SPONSORED ADS 89151E109   3,689,288 53,600 SH   SOLE   53,600 0 0
U S SILICA HLDGS INC COM 90346E103   13,557,019 1,092,427 SH   SOLE   1,092,427 0 0
VIPER ENERGY INC CL A 927959106   23,610,594 613,900 SH   SOLE   613,900 0 0
XCEL ENERGY INC COM 98389B100   3,843,125 71,500 SH   SOLE   71,500 0 0