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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ARCHER DANIELS MIDLAND CO COM 039483102 7,874 97,878 SH   SOLE   97,878 0 0
BUNGE LIMITED COM G16962105 13,564 164,278 SH   SOLE   164,278 0 0
CF INDS HLDGS INC COM 125269100 4,801 49,876 SH   SOLE   49,876 0 0
CHESAPEAKE ENERGY CORP COM 165167735 2,148 22,796 SH   SOLE   22,796 0 0
COMSTOCK RES INC COM 205768302 922 53,327 SH   SOLE   53,327 0 0
CVR ENERGY INC COM 12662P108 1,159 40,000 SH   SOLE   40,000 0 0
DARLING INGREDIENTS INC COM 237266101 2,423 36,624 SH   SOLE   36,624 0 0
HF SINCLAIR CORP COM 403949100 9,300 172,740 SH   SOLE   172,740 0 0
MARATHON PETE CORP COM 56585A102 10,509 105,802 SH   SOLE   105,802 0 0
NEW FORTRESS ENERGY INC COM CL A 644393100 4,981 113,967 SH   SOLE   113,967 0 0
NORDIC AMERICAN TANKERS LIMI COM G65773106 583 218,225 SH   SOLE   218,225 0 0
PAR PAC HOLDINGS INC COM NEW 69888T207 2,976 181,377 SH   SOLE   181,377 0 0
PDC ENERGY INC COM 69327R101 12,725 220,198 SH   SOLE   220,198 0 0
PEABODY ENERGY CORP COM 704551100 41,682 1,679,362 SH   SOLE   1,679,362 0 0
RANGER OIL CORPORATION CLASS A COM 70788V102 6,387 203,075 SH   SOLE   203,075 0 0
RICE ACQUISITION CORP II SHS CL A G75529100 1,045 105,270 SH   SOLE   105,270 0 0
SIGMA LITHIUM CORPORATION COM 826599102 4,011 147,535 SH   SOLE   147,535 0 0
SM ENERGY CO COM 78454L100 3,426 91,099 SH   SOLE   91,099 0 0
TELLURIAN INC NEW COM 87968A104 69 28,800 SH   SOLE   28,800 0 0
VALERO ENERGY CORP COM 91913Y100 3,206 30,000 SH   SOLE   30,000 0 0