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 |
| ARCH RESOURCES INC | CL A | 03940R107 | 3,577 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| CALIFORNIA RES CORP | COM STOCK | 13057Q305 | 7,857 | 204,080 | SH | SOLE | 204,080 | 0 | 0 | ||
| CENTENNIAL RESOURCE DEV INC | CL A | 15136A102 | 4,596 | 768,496 | SH | SOLE | 768,496 | 0 | 0 | ||
| CF INDS HLDGS INC | COM | 125269100 | 5,144 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| CONSOL ENERGY INC NEW | COM | 20854L108 | 4,463 | 90,376 | SH | SOLE | 90,376 | 0 | 0 | ||
| DELEK US HLDGS INC NEW | COM | 24665A103 | 11,795 | 456,482 | SH | SOLE | 456,482 | 0 | 0 | ||
| DELEK US HLDGS INC NEW | CALL | 24665A903 | 11,795 | 350,000 | SH | Call | SOLE | 350,000 | 0 | 0 | |
| DENBURY INC | COM | 24790A101 | 1,500 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| GREEN PLAINS INC | COM | 393222104 | 1,006 | 37,010 | SH | SOLE | 37,010 | 0 | 0 | ||
| HF SINCLAIR CORP | CALL | 403949900 | 8,544 | 189,200 | SH | Call | SOLE | 189,200 | 0 | 0 | |
| MARATHON PETE CORP | COM | 56585A102 | 4,111 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| NORDIC AMERICAN TANKERS LIMI | COM | G65773106 | 2,355 | 1,105,424 | SH | SOLE | 1,105,424 | 0 | 0 | ||
| OASIS PETROLEUM INC | COM NEW | 674215207 | 16,419 | 134,970 | SH | SOLE | 134,970 | 0 | 0 | ||
| PAR PAC HOLDINGS INC | COM NEW | 69888T207 | 8,286 | 531,525 | SH | SOLE | 531,525 | 0 | 0 | ||
| PBF ENERGY INC | CL A | 69318G106 | 2,881 | 99,261 | SH | SOLE | 99,261 | 0 | 0 | ||
| PBF ENERGY INC | CALL | 69318G906 | 13,227 | 455,800 | SH | Call | SOLE | 455,800 | 0 | 0 | |
| PDC ENERGY INC | COM | 69327R101 | 26,716 | 433,636 | SH | SOLE | 433,636 | 0 | 0 | ||
| RICE ACQUISITION CORP II | UNIT 99/99/9999 | G75529118 | 1,037 | 105,270 | SH | SOLE | 105,270 | 0 | 0 | ||
| SM ENERGY CO | COM | 78454L100 | 5,038 | 147,360 | SH | SOLE | 147,360 | 0 | 0 | ||
| VALERO ENERGY CORP | CALL | 91913Y900 | 521 | 4,900 | SH | Call | SOLE | 4,900 | 0 | 0 | |
| VANECK ETF TRUST | GOLD MINERS ETF | 92189F106 | 1,095 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| VERTEX ENERGY INC | COM | 92534K107 | 1,052 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||