The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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 |
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 |