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
ANTERO RESOURCES CORP COM 03674X106   8,362,710 329,500 SH   SOLE   329,500 0 0
APTIV PLC SHS G6095L109   13,427,958 136,200 SH   SOLE   136,200 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100   10,555,783 475,700 SH   SOLE   475,700 0 0
AUTOLIV INC COM 052800109   16,112,160 167,000 SH   SOLE   167,000 0 0
BAKER HUGHES COMPANY CL A 05722G100   38,082,024 1,078,200 SH   SOLE   1,078,200 0 0
BP PLC SPONSORED ADR 055622104   40,594,048 1,048,400 SH   SOLE   1,048,400 0 0
CENOVUS ENERGY INC COM 15135U109   110,024,289 5,284,548 SH   SOLE   5,284,548 0 0
CHORD ENERGY CORPORATION COM NEW 674215207   65,443,866 403,800 SH   SOLE   403,800 0 0
DIAMONDBACK ENERGY INC COM 25278X109   61,047,656 394,161 SH   SOLE   394,161 0 0
ENERPLUS CORP COM 292766102   20,760,506 1,177,567 SH   SOLE   1,177,567 0 0
EQT CORP COM 26884L109   65,173,387 1,606,047 SH   SOLE   1,606,047 0 0
EXPRO GROUP HOLDINGS NV COM N3144W105   37,569,879 1,617,300 SH   SOLE   1,617,300 0 0
EXXON MOBIL CORP COM 30231G102   107,416,620 913,562 SH   SOLE   913,562 0 0
FIRST SOLAR INC COM 336433107   44,194,542 273,498 SH   SOLE   273,498 0 0
FIRSTENERGY CORP COM 337932107   46,853,944 1,370,800 SH   SOLE   1,370,800 0 0
FLEX LTD ORD Y2573F102   58,065,277 2,152,160 SH   SOLE   2,152,160 0 0
HF SINCLAIR CORP COM 403949100   52,722,873 926,100 SH   SOLE   926,100 0 0
LIVENT CORP COM 53814L108   14,643,314 795,400 SH   SOLE   795,400 0 0
MARATHON OIL CORP COM 565849106   46,044,160 1,721,277 SH   SOLE   1,721,277 0 0
MASTEC INC COM 576323109   1,630,336 22,653 SH   SOLE   22,653 0 0
NEXTRACKER INC CLASS A COM 65290E101   20,252,568 504,297 SH   SOLE   504,297 0 0
NUCOR CORP COM 670346105   7,020,115 44,900 SH   SOLE   44,900 0 0
NVENT ELECTRIC PLC SHS G6700G107   8,859,928 167,200 SH   SOLE   167,200 0 0
OVINTIV INC COM 69047Q102   46,689,955 981,500 SH   SOLE   981,500 0 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105   36,288,713 2,599,478 SH   SOLE   2,599,478 0 0
PHILLIPS 66 COM 718546104   73,615,905 612,700 SH   SOLE   612,700 0 0
PIONEER NAT RES CO COM 723787107   85,358,627 371,852 SH   SOLE   371,852 0 0
PPG INDS INC COM 693506107   18,081,140 139,300 SH   SOLE   139,300 0 0
RIO TINTO PLC SPONSORED ADR 767204100   13,905,340 218,500 SH   SOLE   218,500 0 0
SCORPIO TANKERS INC SHS Y7542C130   13,178,220 243,500 SH   SOLE   243,500 0 0
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107   25,275,721 1,384,971 SH   SOLE   1,384,971 0 0
SOUTHERN CO COM 842587107   51,143,038 790,220 SH   SOLE   790,220 0 0
SUNNOVA ENERGY INTL INC. COM 86745K104   236,601 22,598 SH   SOLE   22,598 0 0
TARGA RES CORP COM 87612G101   117,371,510 1,369,243 SH   SOLE   1,369,243 0 0
TE CONNECTIVITY LTD SHS H84989104   10,306,108 83,430 SH   SOLE   83,430 0 0
TECHNIPFMC PLC COM G87110105   51,867,366 2,550,018 SH   SOLE   2,550,018 0 0
TENARIS S A SPONSORED ADS 88031M109   35,142,360 1,112,100 SH   SOLE   1,112,100 0 0
VISTRA CORP COM 92840M102   106,609,895 3,213,077 SH   SOLE   3,213,077 0 0
WEATHERFORD INTL PLC ORD SHS G48833118   54,611,260 604,575 SH   SOLE   604,575 0 0
WESCO INTL INC COM 95082P105   18,869,184 131,200 SH   SOLE   131,200 0 0