The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| AEMETIS INC | COM NEW | 00770K202 | 4,024 | 317,565 | SH | SOLE | 317,565 | 0 | 0 | ||
| ALBEMARLE CORP | COM | 012653101 | 27,149 | 122,765 | SH | SOLE | 122,765 | 0 | 0 | ||
| ALCOA CORP | COM | 013872106 | 289 | 3,207 | SH | SOLE | 3,207 | 0 | 0 | ||
| ANTERO RESOURCES CORP | COM | 03674X106 | 60,669 | 1,987,193 | SH | SOLE | 1,987,193 | 0 | 0 | ||
| ARCHAEA ENERGY INC | COM CL A | 03940F103 | 47,744 | 2,177,102 | SH | SOLE | 2,177,102 | 0 | 0 | ||
| CENOVUS ENERGY INC | COM | 15135U109 | 37,251 | 2,233,250 | SH | SOLE | 2,233,250 | 0 | 0 | ||
| CENTURY ALUM CO | COM | 156431108 | 17,515 | 665,700 | SH | SOLE | 665,700 | 0 | 0 | ||
| CHENIERE ENERGY INC | COM NEW | 16411R208 | 13,463 | 97,100 | SH | SOLE | 97,100 | 0 | 0 | ||
| CLEARWAY ENERGY INC | CL C | 18539C204 | 632 | 17,300 | SH | SOLE | 17,300 | 0 | 0 | ||
| CLEVELAND-CLIFFS INC NEW | COM | 185899101 | 4,832 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| CONOCOPHILLIPS | COM | 20825C104 | 59,785 | 597,848 | SH | SOLE | 597,848 | 0 | 0 | ||
| DARLING INGREDIENTS INC | COM | 237266101 | 5,923 | 73,682 | SH | SOLE | 73,682 | 0 | 0 | ||
| EXXON MOBIL CORP | COM | 30231G102 | 68,315 | 827,154 | SH | SOLE | 827,154 | 0 | 0 | ||
| FLUENCE ENERGY INC | COM CL A | 34379V103 | 10,812 | 824,700 | SH | SOLE | 824,700 | 0 | 0 | ||
| GENERAC HLDGS INC | COM | 368736104 | 16,338 | 54,963 | SH | SOLE | 54,963 | 0 | 0 | ||
| HALLIBURTON CO | COM | 406216101 | 76,660 | 2,024,291 | SH | SOLE | 2,024,291 | 0 | 0 | ||
| KOSMOS ENERGY LTD | COM | 500688106 | 9,299 | 1,293,341 | SH | SOLE | 1,293,341 | 0 | 0 | ||
| LAREDO PETROLEUM INC | COM | 516806205 | 30,367 | 383,713 | SH | SOLE | 383,713 | 0 | 0 | ||
| MARATHON OIL CORP | COM | 565849106 | 72,494 | 2,887,043 | SH | SOLE | 2,887,043 | 0 | 0 | ||
| NEW FORTRESS ENERGY INC | COM CL A | 644393100 | 8,991 | 211,000 | SH | SOLE | 211,000 | 0 | 0 | ||
| NEXTERA ENERGY INC | COM | 65339F101 | 10,555 | 124,597 | SH | SOLE | 124,597 | 0 | 0 | ||
| OLIN CORP | COM PAR $1 | 680665205 | 39,210 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
| OVINTIV INC | COM | 69047Q102 | 79,476 | 1,469,872 | SH | SOLE | 1,469,872 | 0 | 0 | ||
| PHILLIPS 66 | COM | 718546104 | 77,211 | 893,750 | SH | SOLE | 893,750 | 0 | 0 | ||
| PIEDMONT LITHIUM INC | COM | 72016P105 | 25,504 | 349,420 | SH | SOLE | 349,420 | 0 | 0 | ||
| QUANTA SVCS INC | COM | 74762E102 | 673 | 5,117 | SH | SOLE | 5,117 | 0 | 0 | ||
| RICE ACQUISITION CORP II | UNIT 99/99/9999 | G75529118 | 1,761 | 176,104 | SH | SOLE | 176,104 | 0 | 0 | ||
| SHELL PLC | SPON ADS | 780259305 | 59,940 | 1,091,204 | SH | SOLE | 1,091,204 | 0 | 0 | ||
| STEM INC | COM | 85859N102 | 3,237 | 294,000 | SH | SOLE | 294,000 | 0 | 0 | ||
| SUNNOVA ENERGY INTL INC. | COM | 86745K104 | 10,630 | 460,952 | SH | SOLE | 460,952 | 0 | 0 | ||
| TARGA RES CORP | COM | 87612G101 | 59,581 | 789,465 | SH | SOLE | 789,465 | 0 | 0 | ||
| TE CONNECTIVITY LTD | SHS | H84989104 | 561 | 4,280 | SH | SOLE | 4,280 | 0 | 0 | ||
| TENARIS S A | SPONSORED ADS | 88031M109 | 40,640 | 1,351,500 | SH | SOLE | 1,351,500 | 0 | 0 | ||