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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALBEMARLE CORP COM 012653101   6,399,108 28,950 SH   SOLE   28,950 0 0
ANTERO RESOURCES CORP COM 03674X106   15,885,297 687,973 SH   SOLE   687,973 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100   23,345,960 1,067,000 SH   SOLE   1,067,000 0 0
BUNGE LIMITED COM G16962105   10,256,364 107,374 SH   SOLE   107,374 0 0
CANADIAN NAT RES LTD COM 136385101   46,021,366 831,461 SH   SOLE   831,461 0 0
CANADIAN SOLAR INC COM 136635109   17,188,883 431,773 SH   SOLE   431,773 0 0
CENOVUS ENERGY INC COM 15135U109   55,755,280 3,193,315 SH   SOLE   3,193,315 0 0
CHART INDS INC COM 16115Q308   5,818,560 46,400 SH   SOLE   46,400 0 0
CHENIERE ENERGY INC COM NEW 16411R208   630,400 4,000 SH   SOLE   4,000 0 0
CHESAPEAKE ENERGY CORP COM 165167735   17,846,968 234,705 SH   SOLE   234,705 0 0
CHORD ENERGY CORPORATION COM NEW 674215207   50,564,913 375,668 SH   SOLE   375,668 0 0
CONOCOPHILLIPS COM 20825C104   58,999,592 594,694 SH   SOLE   594,694 0 0
DENBURY INC COM 24790A101   30,919,019 352,836 SH   SOLE   352,836 0 0
DOW INC COM 260557103   5,482,000 100,000 SH   SOLE   100,000 0 0
ENERGY TRANSFER L P COM UT LTD PTN 29273V100   8,282,537 664,197 SH   SOLE   664,197 0 0
EXXON MOBIL CORP COM 30231G102   5,561,846 50,719 SH   SOLE   50,719 0 0
FLEX LTD ORD Y2573F102   10,092,186 438,600 SH   SOLE   438,600 0 0
HF SINCLAIR CORP COM 403949100   26,202,124 541,590 SH   SOLE   541,590 0 0
IMPERIAL OIL LTD COM NEW 453038408   14,985,744 294,700 SH   SOLE   294,700 0 0
MARATHON OIL CORP COM 565849106   65,236,755 2,722,736 SH   SOLE   2,722,736 0 0
MARATHON PETE CORP COM 56585A102   55,867,485 414,355 SH   SOLE   414,355 0 0
MASTEC INC COM 576323109   30,608,004 324,100 SH   SOLE   324,100 0 0
METHANEX CORP COM 59151K108   5,816,250 125,000 SH   SOLE   125,000 0 0
NEXTERA ENERGY INC COM 65339F101   57,666,554 748,139 SH   SOLE   748,139 0 0
NOBLE CORP PLC ORD SHS A G65431127   14,718,363 372,900 SH   SOLE   372,900 0 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105   13,881,420 1,322,040 SH   SOLE   1,322,040 0 0
RANGE RES CORP COM 75281A109   10,357,711 391,300 SH   SOLE   391,300 0 0
SCHLUMBERGER LTD COM STK 806857108   73,933,847 1,505,781 SH   SOLE   1,505,781 0 0
SHELL PLC SPON ADS 780259305   82,891,491 1,440,589 SH   SOLE   1,440,589 0 0
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107   17,404,723 763,700 SH   SOLE   763,700 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104   28,613,245 94,138 SH   SOLE   94,138 0 0
SUNNOVA ENERGY INTL INC. COM 86745K104   28,762,590 1,841,395 SH   SOLE   1,841,395 0 0
TARGA RES CORP COM 87612G101   87,987,475 1,206,134 SH   SOLE   1,206,134 0 0
TECHNIPFMC PLC COM G87110105   42,709,485 3,128,900 SH   SOLE   3,128,900 0 0
VISTRA CORP COM 92840M102   37,658,280 1,569,095 SH   SOLE   1,569,095 0 0
WEATHERFORD INTL PLC ORD SHS G48833118   64,832,100 1,092,369 SH   SOLE   1,092,369 0 0