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
AIR PRODS & CHEMS INC COM 009158106 872 3,030 SH   SOLE   3,030 0 0
ALBEMARLE CORP COM COM 012653101 837 4,969 SH   SOLE   4,969 0 0
APPLIED MATLS INC COM 038222105 221 1,555 SH   SOLE   1,555 0 0
BAKER HUGHES COMPANY CL A COM 05722G100 2,387 104,370 SH   SOLE   104,370 0 0
BLOOM ENERGY CORP COM CL A COM 093712107 306 11,400 SH   SOLE   11,400 0 0
BP AMOCO P L C SPONSORED ADR COM 055622104 807 30,535 SH   SOLE   30,535 0 0
CABOT OIL & GAS CORP COM COM 127097103 213 12,175 SH   SOLE   12,175 0 0
CACTUS INC CL A COM 127203107 1,041 28,345 SH   SOLE   28,345 0 0
CHAMPIONX CORPORATION COM COM 15872M104 984 38,380 SH   SOLE   38,380 0 0
CHART INDS INC COM COM 16115Q308 1,213 8,290 SH   SOLE   8,290 0 0
CHENIERE ENERGY INC COM NEW COM 16411R208 459 5,290 SH   SOLE   5,290 0 0
CHEVRON TEXACO CORP COM COM 166764100 1,215 11,600 SH   SOLE   11,600 0 0
CONOCOPHILLIPS COM COM 20825C104 749 12,307 SH   SOLE   12,307 0 0
DEVON ENERGY CORP NEW COM COM 25179M103 1,282 43,920 SH   SOLE   43,920 0 0
EATON CORP PLC SHS COM G29183103 789 5,325 SH   SOLE   5,325 0 0
ENERGY TRANSFER LP COM UT LTD COM 29273V100 1,614 151,850 SH   SOLE   151,850 0 0
ENPHASE ENERGY INC COM COM 29355A107 729 3,970 SH   SOLE   3,970 0 0
ENTERPRISE PRODS PARTN COM COM 293792107 1,376 57,025 SH   SOLE   57,025 0 0
EOG RES INC COM COM 26875P101 1,377 16,508 SH   SOLE   16,508 0 0
EXXON MOBIL CORP COM COM 30231G102 812 12,865 SH   SOLE   12,865 0 0
FIRST SOLAR INC COM COM 336433107 1,064 11,760 SH   SOLE   11,760 0 0
FIRST TR ISE GLB ETF COM SHS COM 33736G106 737 34,265 SH   SOLE   34,265 0 0
GENERAC HLDGS INC COM COM 368736104 1,260 3,035 SH   SOLE   3,035 0 0
HALLIBURTON CO COM 406216101 2,217 95,890 SH   SOLE   95,890 0 0
HANNON ARMSTRONG SUST COM COM 41068X100 610 10,865 SH   SOLE   10,865 0 0
HELIX ENERGY SOLU GRP COM COM 42330P107 425 74,509 SH   SOLE   74,509 0 0
HELMERICH & PAYNE INC COM COM 423452101 1,194 36,600 SH   SOLE   36,600 0 0
NATIONAL ENERGY SERVIC SHS COM G6375R107 567 39,780 SH   SOLE   39,780 0 0
NATIONAL OILWELL VARCO COM COM 637071101 1,089 71,096 SH   SOLE   71,096 0 0
NEXTERA ENERGY INC COM COM 65339F101 1,071 14,615 SH   SOLE   14,615 0 0
PHILLIPS 66 COM COM 718546104 815 9,500 SH   SOLE   9,500 0 0
PIONEER NATURAL RESOURCES CO COM 723787107 783 4,815 SH   SOLE   4,815 0 0
PLUG POWER INC COM NEW COM 72919P202 427 12,485 SH   SOLE   12,485 0 0
QUANTA SVCS INC COM COM 74762E102 980 10,820 SH   SOLE   10,820 0 0
ROYAL DUTCH SHELL PLC SPONS AD COM 780259206 886 21,925 SH   SOLE   21,925 0 0
SCHLUMBERGER LTD COM 806857108 2,578 80,536 SH   SOLE   80,536 0 0
SOLAREDGE TECHNOLOGIES COM COM 83417M104 951 3,440 SH   SOLE   3,440 0 0
SUNRUN INC COM COM 86771W105 393 7,045 SH   SOLE   7,045 0 0
TECHNIPFMC PLC COM COM G87110105 716 79,090 SH   SOLE   79,090 0 0
VALERO ENERGY CORP NEW COM COM 91913Y100 1,214 15,545 SH   SOLE   15,545 0 0