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
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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
AES CORP COM 00130H105   16,675,687 949,100 SH   SOLE   949,100 0 0
ANTERO RESOURCES CORP COM 03674X106   96,061,023 2,943,948 SH   SOLE   2,943,948 0 0
AUTOLIV INC COM 052800109   395,863 3,700 SH   SOLE   3,700 0 0
CANADIAN NAT RES LTD COM 136385101   25,041,040 703,400 SH   SOLE   703,400 0 0
CENOVUS ENERGY INC COM 15135U109   100,969,789 5,135,798 SH   SOLE   5,135,798 0 0
CENTERPOINT ENERGY INC COM 15189T107   31,187,566 1,006,700 SH   SOLE   1,006,700 0 0
CHENIERE ENERGY INC COM NEW 16411R208   2,867,212 16,400 SH   SOLE   16,400 0 0
CHEVRON CORP NEW COM 166764100   45,940,554 293,700 SH   SOLE   293,700 0 0
CIVITAS RESOURCES INC COM NEW 17888H103   9,936,000 144,000 SH   SOLE   144,000 0 0
DIAMONDBACK ENERGY INC COM 25278X109   119,621,332 597,539 SH   SOLE   597,539 0 0
ENERGY TRANSFER L P COM UT LTD PTN 29273V100   6,448,552 6,591,793 SH   SOLE   6,591,793 0 0
EQT CORP COM 26884L109   69,452,138 1,878,100 SH   SOLE   1,878,100 0 0
EXPRO GROUP HOLDINGS NV COM N3144W105   6,055,097 264,184 SH   SOLE   264,184 0 0
EXXON MOBIL CORP COM 30231G102   34,264,662 297,643 SH   SOLE   297,643 0 0
FIRST SOLAR INC COM 336433107   6,659,187 29,536 SH   SOLE   29,536 0 0
FLEX LTD ORD Y2573F102   72,807,861 2,468,900 SH   SOLE   2,468,900 0 0
GE VERNOVA INC COM 36828A101   127,503,278 743,416 SH   SOLE   743,416 0 0
ITRON INC COM 465741106   30,793,482 311,171 SH   SOLE   311,171 0 0
KINETIK HOLDINGS INC COM NEW CL A 02215L209   17,520,832 422,800 SH   SOLE   422,800 0 0
KIRBY CORP COM 497266106   18,881,421 157,700 SH   SOLE   157,700 0 0
LITHIUM AMERS CORP NEW COM SHS 53681J103   858,404 320,300 SH   SOLE   320,300 0 0
LOUISIANA PAC CORP COM 546347105   10,141,409 123,180 SH   SOLE   123,180 0 0
MARATHON PETE CORP COM 56585A102   27,062,880 156,000 SH   SOLE   156,000 0 0
NRG ENERGY INC COM NEW 629377508   1,018,642 13,083 SH   SOLE   13,083 0 0
NVENT ELECTRIC PLC SHS G6700G107   820,493 10,710 SH   SOLE   10,710 0 0
NXP SEMICONDUCTORS N V COM N6596X109   1,157,087 4,300 SH   SOLE   4,300 0 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105   95,292,251 5,900,449 SH   SOLE   5,900,449 0 0
PHINIA INC COMMON STOCK 71880K101   13,468,992 342,200 SH   SOLE   342,200 0 0
PUBLIC SVC ENTERPRISE GRP IN COM 744573106   63,551,510 862,300 SH   SOLE   862,300 0 0
SCHLUMBERGER LTD COM STK 806857108   42,957,390 910,500 SH   SOLE   910,500 0 0
SHELL PLC SPON ADS 780259305   79,092,246 1,095,764 SH   SOLE   1,095,764 0 0
SUNCOR ENERGY INC NEW COM 867224107   42,268,140 1,109,400 SH   SOLE   1,109,400 0 0
TARGA RES CORP COM 87612G101   96,287,905 747,693 SH   SOLE   747,693 0 0
TC ENERGY CORP COM 87807B107   112,617,651 2,970,600 SH   SOLE   2,970,600 0 0
TECHNIPFMC PLC COM G87110105   85,225,125 3,259,087 SH   SOLE   3,259,087 0 0
TECK RESOURCES LTD CL B 878742204   13,499,705 281,831 SH   SOLE   281,831 0 0
TEEKAY TANKERS LTD CL A Y8565N300   3,831,685 55,685 SH   SOLE   55,685 0 0
VALERO ENERGY CORP COM 91913Y100   30,621,969 195,343 SH   SOLE   195,343 0 0
VEREN INC COM NEW 92340V107   36,681,393 4,660,914 SH   SOLE   4,660,914 0 0
VIPER ENERGY INC CL A 927959106   26,271,000 700,000 SH   SOLE   700,000 0 0
VISTRA CORP COM 92840M102   164,875,334 1,917,601 SH   SOLE   1,917,601 0 0
WARRIOR MET COAL INC COM 93627C101   9,189,528 146,400 SH   SOLE   146,400 0 0
WEATHERFORD INTL PLC ORD SHS G48833118   67,323,377 549,803 SH   SOLE   549,803 0 0
WESTLAKE CORPORATION COM 960413102   32,347,864 223,366 SH   SOLE   223,366 0 0