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
AES CORP COM 00130H105 4,760 350,000 SH   SOLE   350,000 0 0
AMERESCO INC CL A 02361E108 9,082 533,295 SH   SOLE   533,295 0 0
AMERICAN SUPERCONDUCTOR CORP SHS NEW 030111207 1,370 250,000 SH   SOLE   250,000 0 0
APTIV PLC SHS G6095L109 1,231 25,000 SH   SOLE   25,000 0 0
ATLANTICA YIELD PLC SHS G0751N103 2,310 103,595 SH   SOLE   103,595 0 0
AZURE PWR GLOBAL LTD SHS V0393H103 2,678 175,000 SH   SOLE   175,000 0 0
BAKER HUGHES COMPANY CL A 05722G100 6,620 630,500 SH   SOLE   630,500 0 0
BP PLC SPONSORED ADR 055622104 3,414 139,982 SH   SOLE   139,982 0 0
CABOT OIL & GAS CORP COM 127097103 15,619 908,623 SH   SOLE   908,623 0 0
CACTUS INC CL A 127203107 11,669 1,005,990 SH   SOLE   1,005,990 0 0
CALLON PETE CO DEL COM 13123X102 2,102 3,836,410 SH   SOLE   3,836,410 0 0
CANADIAN NAT RES LTD COM 136385101 8,130 600,000 SH Put SOLE   600,000 0 0
CATERPILLAR INC DEL COM 149123101 16,650 143,488 SH   SOLE   143,488 0 0
CIMAREX ENERGY CO COM 171798101 1,856 110,250 SH   SOLE   110,250 0 0
COMSTOCK RES INC COM 205768302 1,858 344,702 SH   SOLE   344,702 0 0
CONCHO RES INC COM 20605P101 1,071 25,000 SH   SOLE   25,000 0 0
CONOCOPHILLIPS COM 20825C104 19,750 641,227 SH   SOLE   641,227 0 0
DELEK US HLDGS INC NEW COM 24665A103 3,152 200,000 SH   SOLE   200,000 0 0
DEVON ENERGY CORP NEW COM 25179M103 1,451 210,000 SH   SOLE   210,000 0 0
DHT HOLDINGS INC SHS NEW Y2065G121 9,520 1,241,231 SH   SOLE   1,241,231 0 0
DIAMONDBACK ENERGY INC COM 25278X109 5,375 205,160 SH   SOLE   205,160 0 0
DOVER CORP COM 260003108 6,984 83,202 SH   SOLE   83,202 0 0
ENPHASE ENERGY INC COM 29355A107 11,980 371,000 SH   SOLE   371,000 0 0
ENVISION SOLAR INTL INC COM 29413Q201 1,252 165,000 SH   SOLE   165,000 0 0
ENVISION SOLAR INTL INC W EXP 12/30/202 29413Q110 1,252 165,000 SH   SOLE   165,000 0 0
EQT CORP COM 26884L109 8,260 1,168,334 SH   SOLE   1,168,334 0 0
EQUINOR ASA SPONSORED ADR 29446M102 731 60,000 SH   SOLE   60,000 0 0
EXXON MOBIL CORP COM 30231G102 7,594 200,000 SH Put SOLE   200,000 0 0
FRONTLINE LTD SHS NEW G3682E192 6,413 667,362 SH   SOLE   667,362 0 0
GENERAC HLDGS INC COM 368736104 17,702 190,000 SH   SOLE   190,000 0 0
HANNON ARMSTRONG SUST INFR C COM 41068X100 9,185 450,000 SH   SOLE   450,000 0 0
HELMERICH & PAYNE INC COM 423452101 2,387 152,500 SH   SOLE   152,500 0 0
INVESCO EXCHANGE-TRADED FD T SOLAR ETF 46138G706 13,435 532,500 SH Put SOLE   532,500 0 0
JOHNSON CTLS INTL PLC SHS G51502105 9,227 342,240 SH   SOLE   342,240 0 0
KINDER MORGAN INC DEL COM 49456B101 18,096 1,300,000 SH Put SOLE   1,300,000 0 0
KOSMOS ENERGY LTD COM 500688106 1,195 1,334,356 SH   SOLE   1,334,356 0 0
NATIONAL OILWELL VARCO INC COM 637071101 4,915 500,000 SH   SOLE   500,000 0 0
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 5,375 125,000 SH   SOLE   125,000 0 0
NOBLE ENERGY INC COM 655044105 8,142 1,348,044 SH   SOLE   1,348,044 0 0
NORTHERN OIL AND GAS INC NEV COM 665531109 1,125 1,695,901 SH   SOLE   1,695,901 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 22,581 1,950,000 SH Put SOLE   1,950,000 0 0
OIL STS INTL INC COM 678026105 1,180 581,125 SH   SOLE   581,125 0 0
PARSLEY ENERGY INC CL A 701877102 6,721 1,172,959 SH   SOLE   1,172,959 0 0
PHILLIPS 66 COM 718546104 5,915 110,250 SH   SOLE   110,250 0 0
PIONEER NAT RES CO COM 723787107 15,303 218,144 SH   SOLE   218,144 0 0
RANGE RES CORP COM 75281A109 3,591 1,575,000 SH   SOLE   1,575,000 0 0
RENEWABLE ENERGY GROUP INC COM NEW 75972A301 7,698 374,965 SH   SOLE   374,965 0 0
SELECT ENERGY SERVICES INC CL A COM 81617J301 1,174 363,455 SH   SOLE   363,455 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 9,021 35,000 SH Call SOLE   35,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 9,021 35,000 SH Put SOLE   35,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 3,000 11,640 SH   SOLE   11,640 0 0
SPDR SER TR S&P OILGAS EXP 78468R556 6,991 212,500 SH Put SOLE   212,500 0 0
SUNRUN INC COM 86771W105 20,990 2,078,218 SH   SOLE   2,078,218 0 0
TEXAS PAC LD TR SUB CTF PROP I T 882610108 1,900 5,000 SH   SOLE   5,000 0 0
VANECK VECTORS ETF TR OIL SVCS ETF 92189F718 241,200 3,000,000 SH Call SOLE   3,000,000 0 0
VANECK VECTORS ETF TR OIL SVCS ETF 92189F718 180,900 2,250,000 SH Put SOLE   2,250,000 0 0
VIPER ENERGY PARTNERS LP COM UNT RP INT 92763M105 995 150,000 SH   SOLE   150,000 0 0
VIVINT SOLAR INC COM 92854Q106 14,861 3,400,729 SH   SOLE   3,400,729 0 0
WILLDAN GROUP INC COM 96924N100 5,957 278,750 SH   SOLE   278,750 0 0
WORKHORSE GROUP INC COM NEW 98138J206 3,666 2,025,377 SH   SOLE   2,025,377 0 0