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
AEMETIS INC COM NEW 00770K202 5,639 229,963 SH   SOLE   229,963 0 0
AES CORP COM 00130H105 23,355 871,119 SH   SOLE   871,119 0 0
ANTERO RESOURCES CORP COM 03674X106 10,273 1,007,193 SH   SOLE   1,007,193 0 0
APA CORPORATION COM 03743Q108 16,930 945,798 SH   SOLE   945,798 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100 15,506 520,000 SH   SOLE   520,000 0 0
BAKER HUGHES COMPANY CL A 05722G100 15,059 696,865 SH   SOLE   696,865 0 0
BUNGE LIMITED COM G16962105 4,792 60,454 SH   SOLE   60,454 0 0
CANADIAN NAT RES LTD COM 136385101 32,668 1,058,256 SH   SOLE   1,058,256 0 0
CHAMPIONX CORPORATION COM 15872M104 21,597 993,869 SH   SOLE   993,869 0 0
CHENIERE ENERGY INC COM NEW 16411R208 15,294 212,392 SH   SOLE   212,392 0 0
CHESAPEAKE ENERGY CORP COM 165167735 20,177 465,006 SH   SOLE   465,006 0 0
CIMAREX ENERGY CO COM 171798101 40,799 686,969 SH   SOLE   686,969 0 0
CLEAN ENERGY FUELS CORP COM 184499101 9,896 720,262 SH   SOLE   720,262 0 0
CLIMATE CHANGE CRISIS REAL I CL A COM 18716C100 10,548 769,939 SH   SOLE   769,939 0 0
CONOCOPHILLIPS COM 20825C104 4,060 76,654 SH   SOLE   76,654 0 0
DARLING INGREDIENTS INC COM 237266101 36,967 502,402 SH   SOLE   502,402 0 0
DENBURY INC COM 24790A101 41,308 862,568 SH   SOLE   862,568 0 0
DEVON ENERGY CORP NEW COM 25179M103 34,429 1,575,709 SH   SOLE   1,575,709 0 0
ENPHASE ENERGY INC COM 29355A107 3,750 23,128 SH   SOLE   23,128 0 0
EQT CORP COM 26884L109 13,089 704,461 SH   SOLE   704,461 0 0
FREEPORT-MCMORAN INC CL B 35671D857 5,832 177,110 SH   SOLE   177,110 0 0
HESS CORP COM 42809H107 10,150 143,441 SH   SOLE   143,441 0 0
OVINTIV INC COM 69047Q102 36,353 1,526,152 SH   SOLE   1,526,152 0 0
PIONEER NAT RES CO COM 723787107 30,207 190,197 SH   SOLE   190,197 0 0
RICE ACQUISITION CORP COM CL A 762594109 5,376 531,781 SH   SOLE   531,781 0 0
ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 20,902 533,073 SH   SOLE   533,073 0 0
SCHLUMBERGER LTD COM 806857108 34,827 1,280,881 SH   SOLE   1,280,881 0 0
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 19,856 570,916 SH   SOLE   570,916 0 0
STAR PEAK CORP II UNIT 99/99/9999 855179206 2,760 263,770 SH   SOLE   263,770 0 0
SUNNOVA ENERGY INTL INC. COM 86745K104 35,574 871,484 SH   SOLE   871,484 0 0
TPG PACE BEN FIN CORP CL A COM G8990D125 11,480 586,329 SH   SOLE   586,329 0 0
VALERO ENERGY CORP COM 91913Y100 31,778 443,823 SH   SOLE   443,823 0 0