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
AES CORP COM 00130H105   102,098 3,550 SH   SOLE   3,550 0 0
AES CORP COM 00130H105   850,491 29,572 SH   OTR 1 0 29,572 0
ALLIANT ENERGY CORP COM 018802108   403,530 7,309 SH   SOLE   7,309 0 0
ALLIANT ENERGY CORP COM 018802108   3,361,350 60,883 SH   OTR 1 0 60,883 0
ALTRA INDL MOTION CORP COM 02208R106   848,450 14,200 SH   SOLE   14,200 0 0
AMERICAN ELEC PWR CO INC COM 025537101   3,647,694 38,417 SH   OTR 1 0 38,417 0
AMERICAN ELEC PWR CO INC COM 025537101   437,909 4,612 SH   SOLE   4,612 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103   3,217,281 21,108 SH   OTR 1 0 21,108 0
AMERICAN WTR WKS CO INC NEW COM 030420103   386,232 2,534 SH   SOLE   2,534 0 0
APA CORPORATION COM 03743Q108   1,166,533 24,990 SH   SOLE   24,990 0 0
APA CORPORATION COM 03743Q108   14,079,155 301,610 SH   OTR 1 0 301,610 0
ARCH RESOURCES INC CL A 03940R107   319,136 2,235 SH   SOLE   2,235 0 0
ARCH RESOURCES INC CL A 03940R107   2,658,464 18,618 SH   OTR 1 0 18,618 0
ARES ACQUISITION CORPORATION COM CL A G33032106   251,750 25,000 SH   SOLE   25,000 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100   152,166 7,872 SH   SOLE   7,872 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100   1,267,545 65,574 SH   OTR 1 0 65,574 0
ATLAS AIR WORLDWIDE HLDGS IN COM NEW 049164205   846,720 8,400 SH   SOLE   8,400 0 0
ATLAS CORP SHARES Y0436Q109   1,028,056 67,018 SH   SOLE   67,018 0 0
AURORA INNOVATION INC CLASS A COM 051774107   62,920 52,000 SH   SOLE   52,000 0 0
AVEO PHARMACEUTICALS INC COM NEW 053588307   598,000 40,000 SH   SOLE   40,000 0 0
AXALTA COATING SYS LTD COM G0750C108   276,604 10,860 SH   SOLE   10,860 0 0
AXALTA COATING SYS LTD COM G0750C108   2,304,093 90,463 SH   OTR 1 0 90,463 0
BERRY GLOBAL GROUP INC COM 08579W103   244,742 4,050 SH   SOLE   4,050 0 0
BERRY GLOBAL GROUP INC COM 08579W103   2,038,727 33,737 SH   OTR 1 0 33,737 0
CF INDS HLDGS INC COM 125269100   148,078 1,738 SH   SOLE   1,738 0 0
CF INDS HLDGS INC COM 125269100   1,233,526 14,478 SH   OTR 1 0 14,478 0
CHESAPEAKE ENERGY CORP COM 165167735   16,122,454 170,843 SH   OTR 1 0 170,843 0
CHESAPEAKE ENERGY CORP COM 165167735   1,316,933 13,955 SH   SOLE   13,955 0 0
CHORD ENERGY CORPORATION COM NEW 674215207   183,189 1,339 SH   SOLE   1,339 0 0
CHORD ENERGY CORPORATION COM NEW 674215207   2,210,713 16,159 SH   OTR 1 0 16,159 0
CIVITAS RESOURCES INC COM NEW 17888H103   81,450 1,406 SH   SOLE   1,406 0 0
CIVITAS RESOURCES INC COM NEW 17888H103   1,086,303 18,752 SH   OTR 1 0 18,752 0
COMSTOCK RES INC COM 205768302   282,810 20,628 SH   SOLE   20,628 0 0
COMSTOCK RES INC COM 205768302   3,813,313 278,141 SH   OTR 1 0 278,141 0
CONOCOPHILLIPS COM 20825C104   17,792,276 150,782 SH   OTR 1 0 150,782 0
CONOCOPHILLIPS COM 20825C104   1,436,532 12,174 SH   SOLE   12,174 0 0
CONSTELLATION ENERGY CORP COM 21037T109   1,931,707 22,407 SH   OTR 1 0 22,407 0
CONSTELLATION ENERGY CORP COM 21037T109   231,905 2,690 SH   SOLE   2,690 0 0
CORNER GROWTH ACQUISITION CO *W EXP 99/99/999 G2425N113   452 15,000 SH   SOLE   15,000 0 0
COUPA SOFTWARE INC COM 22266L106   1,045,044 13,200 SH   SOLE   13,200 0 0
COWEN INC CL A NEW 223622606   1,672,246 43,300 SH   SOLE   43,300 0 0
DEVON ENERGY CORP NEW COM 25179M103   9,898,312 160,922 SH   OTR 1 0 160,922 0
DEVON ENERGY CORP NEW COM 25179M103   814,761 13,246 SH   SOLE   13,246 0 0
DIAMONDBACK ENERGY INC COM 25278X109   1,401,448 10,246 SH   SOLE   10,246 0 0
DIAMONDBACK ENERGY INC COM 25278X109   17,453,812 127,605 SH   OTR 1 0 127,605 0
ECOLAB INC COM 278865100   505,675 3,474 SH   OTR 1 0 3,474 0
ECOLAB INC COM 278865100   60,699 417 SH   SOLE   417 0 0
EVERGY INC COM 30034W106   3,999,139 63,549 SH   OTR 1 0 63,549 0
EVERGY INC COM 30034W106   480,093 7,629 SH   SOLE   7,629 0 0
EXELON CORP COM 30161N101   400,785 9,271 SH   SOLE   9,271 0 0
EXELON CORP COM 30161N101   3,338,523 77,227 SH   OTR 1 0 77,227 0
EXXON MOBIL CORP COM 30231G102   14,508,752 131,539 SH   OTR 1 0 131,539 0
EXXON MOBIL CORP COM 30231G102   1,181,975 10,716 SH   SOLE   10,716 0 0
FINSERV ACQUISITION CORP II COM CL A 31809Y103   90,495 9,000 SH   SOLE   9,000 0 0
FIRST HORIZON CORPORATION COM 320517105   418,950 17,100 SH   SOLE   17,100 0 0
FIRST RESERVE SUSTAINABLE GW CLASS A COM 336169107   301,500 30,000 SH   SOLE   30,000 0 0
FIRSTENERGY CORP COM 337932107   115,964 2,765 SH   SOLE   2,765 0 0
FIRSTENERGY CORP COM 337932107   965,962 23,032 SH   OTR 1 0 23,032 0
FLUENCE ENERGY INC COM CL A 34379V103   1,375,876 80,226 SH   OTR 1 0 80,226 0
FLUENCE ENERGY INC COM CL A 34379V103   165,172 9,631 SH   SOLE   9,631 0 0
FORD MTR CO DEL COM 345370860   120,243 10,339 SH   SOLE   10,339 0 0
FORD MTR CO DEL COM 345370860   1,001,622 86,124 SH   OTR 1 0 86,124 0
GENERAL MTRS CO COM 37045V100   74,984 2,229 SH   SOLE   2,229 0 0
GENERAL MTRS CO COM 37045V100   624,661 18,569 SH   OTR 1 0 18,569 0
HALLIBURTON CO COM 406216101   12,072,423 306,796 SH   OTR 1 0 306,796 0
HALLIBURTON CO COM 406216101   936,215 23,792 SH   SOLE   23,792 0 0
HELMERICH & PAYNE INC COM 423452101   7,503,907 151,380 SH   OTR 1 0 151,380 0
HELMERICH & PAYNE INC COM 423452101   574,021 11,580 SH   SOLE   11,580 0 0
HH&L ACQUISITION CO *W EXP 02/04/202 G39714129   1,127 22,500 SH   SOLE   22,500 0 0
HORIZON THERAPEUTICS PUB L SHS G46188101   1,866,320 16,400 SH   SOLE   16,400 0 0
HUNTSMAN CORP COM 447011107   183,814 6,689 SH   SOLE   6,689 0 0
HUNTSMAN CORP COM 447011107   1,531,158 55,719 SH   OTR 1 0 55,719 0
IMAGO BIOSCIENCES INC COM 45250K107   639,910 17,800 SH   SOLE   17,800 0 0
INDUS REALTY TRUST INC COM 45580R103   488,873 7,700 SH   SOLE   7,700 0 0
ISTAR INC COM 45031U101   564,277 73,955 SH   SOLE   73,955 0 0
JAWS MUSTANG ACQUISITION COR SHS CL A G50737108   304,161 30,100 SH   SOLE   30,100 0 0
KNOWBE4 INC CL A 49926T104   731,010 29,500 SH   SOLE   29,500 0 0
LSB INDS INC COM 502160104   1,316,953 99,019 SH   OTR 1 0 99,019 0
LSB INDS INC COM 502160104   158,097 11,887 SH   SOLE   11,887 0 0
MALVERN BANCORP INC COM 561409103   414,445 23,349 SH   SOLE   23,349 0 0
MARATHON OIL CORP COM 565849106   2,694,440 99,536 SH   OTR 1 0 99,536 0
MARATHON OIL CORP COM 565849106   209,684 7,746 SH   SOLE   7,746 0 0
MATADOR RES CO COM 576485205   11,028,087 192,664 SH   OTR 1 0 192,664 0
MATADOR RES CO COM 576485205   880,637 15,385 SH   SOLE   15,385 0 0
MAXEON SOLAR TECHNOLOGIES LT SHS Y58473102   470,510 29,297 SH   OTR 1 0 29,297 0
MAXEON SOLAR TECHNOLOGIES LT SHS Y58473102   56,483 3,517 SH   SOLE   3,517 0 0
MOHAWK INDS INC COM 608190104   94,962 929 SH   SOLE   929 0 0
MOHAWK INDS INC COM 608190104   791,081 7,739 SH   OTR 1 0 7,739 0
MOSAIC CO NEW COM 61945C103   1,568,396 35,751 SH   OTR 1 0 35,751 0
MOSAIC CO NEW COM 61945C103   188,290 4,292 SH   SOLE   4,292 0 0
MSD ACQUISITION CORP CLASS A ORD SHS G5709C109   252,250 25,000 SH   SOLE   25,000 0 0
NEXTIER OILFIELD SOLUTIONS COM 65290C105   6,142,355 664,757 SH   OTR 1 0 664,757 0
NEXTIER OILFIELD SOLUTIONS COM 65290C105   515,453 55,785 SH   SOLE   55,785 0 0
NOBLE CORP PLC ORD SHS A G65431127   4,297,809 113,970 SH   OTR 1 0 113,970 0
NOBLE CORP PLC ORD SHS A G65431127   353,758 9,381 SH   SOLE   9,381 0 0
OCCIDENTAL PETE CORP COM 674599105   19,044,019 302,334 SH   OTR 1 0 302,334 0
OCCIDENTAL PETE CORP COM 674599105   1,590,686 25,253 SH   SOLE   25,253 0 0
OCEANEERING INTL INC COM 675232102   10,563,348 603,965 SH   OTR 1 0 603,965 0
OCEANEERING INTL INC COM 675232102   814,334 46,560 SH   SOLE   46,560 0 0
PCSB FINL CORP COM 69324R104   646,846 33,973 SH   SOLE   33,973 0 0
PEABODY ENERGY CORP COM 704551100   1,225,862 46,399 SH   OTR 1 0 46,399 0
PEABODY ENERGY CORP COM 704551100   147,159 5,570 SH   SOLE   5,570 0 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105   1,498,877 159,455 SH   SOLE   159,455 0 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105   19,038,055 2,025,325 SH   OTR 1 0 2,025,325 0
PG&E CORP COM 69331C108   301,347 18,533 SH   SOLE   18,533 0 0
PG&E CORP COM 69331C108   2,510,219 154,380 SH   OTR 1 0 154,380 0
PIONEER NAT RES CO COM 723787107   837,963 3,669 SH   SOLE   3,669 0 0
PIONEER NAT RES CO COM 723787107   10,077,937 44,126 SH   OTR 1 0 44,126 0
PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207   2,378,926 191,232 SH   OTR 1 0 191,232 0
PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207   144,963 11,653 SH   SOLE   11,653 0 0
PORTLAND GEN ELEC CO COM NEW 736508847   2,536,779 51,771 SH   OTR 1 0 51,771 0
PORTLAND GEN ELEC CO COM NEW 736508847   304,535 6,215 SH   SOLE   6,215 0 0
PPL CORP COM 69351T106   1,127,950 38,602 SH   OTR 1 0 38,602 0
PPL CORP COM 69351T106   135,405 4,634 SH   SOLE   4,634 0 0
PROFESSIONAL HLDG CORP CL A COM 743139107   2,339,758 84,346 SH   SOLE   84,346 0 0
PROFRAC HLDG CORP CLASS A COM 74319N100   12,766,244 506,597 SH   OTR 1 0 506,597 0
PROFRAC HLDG CORP CLASS A COM 74319N100   1,103,029 43,771 SH   SOLE   43,771 0 0
PROPETRO HLDG CORP COM 74347M108   5,204,371 501,868 SH   OTR 1 0 501,868 0
PROPETRO HLDG CORP COM 74347M108   420,929 40,591 SH   SOLE   40,591 0 0
RANGE RES CORP COM 75281A109   504,753 20,174 SH   SOLE   20,174 0 0
RANGE RES CORP COM 75281A109   5,780,871 231,050 SH   OTR 1 0 231,050 0
RMG ACQUISITION CORP III CL A SHS G76088106   309,610 30,700 SH   SOLE   30,700 0 0
RYERSON HLDG CORP COM 783754104   56,859 1,879 SH   SOLE   1,879 0 0
RYERSON HLDG CORP COM 783754104   473,630 15,652 SH   OTR 1 0 15,652 0
SCHLUMBERGER LTD COM STK 806857108   11,513,359 215,364 SH   OTR 1 0 215,364 0
SCHLUMBERGER LTD COM STK 806857108   799,708 14,959 SH   SOLE   14,959 0 0
SEASPINE HLDGS CORP COM 81255T108   1,043,750 125,000 SH   SOLE   125,000 0 0
SEMPRA COM 816851109   3,226,023 20,875 SH   OTR 1 0 20,875 0
SEMPRA COM 816851109   387,277 2,506 SH   SOLE   2,506 0 0
SIERRA WIRELESS INC COM 826516106   324,688 11,200 SH   SOLE   11,200 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104   439,069 1,550 SH   OTR 1 0 1,550 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104   52,688 186 SH   SOLE   186 0 0
SOLID POWER INC CLASS A COM 83422N105   690,750 271,949 SH   OTR 1 0 271,949 0
SOLID POWER INC CLASS A COM 83422N105   82,923 32,647 SH   SOLE   32,647 0 0
SOUTHWEST GAS HLDGS INC COM 844895102   127,473 2,060 SH   SOLE   2,060 0 0
SOUTHWEST GAS HLDGS INC COM 844895102   1,061,861 17,160 SH   OTR 1 0 17,160 0
SOUTHWESTERN ENERGY CO COM 845467109   8,109,703 1,386,274 SH   OTR 1 0 1,386,274 0
SOUTHWESTERN ENERGY CO COM 845467109   627,535 107,271 SH   SOLE   107,271 0 0
STEEL DYNAMICS INC COM 858119100   188,854 1,933 SH   OTR 1 0 1,933 0
STEEL DYNAMICS INC COM 858119100   22,666 232 SH   SOLE   232 0 0
STORE CAP CORP COM 862121100   2,875,782 89,700 SH   SOLE   89,700 0 0
SUNNOVA ENERGY INTL INC. COM 86745K104   118,920 6,603 SH   SOLE   6,603 0 0
SUNNOVA ENERGY INTL INC. COM 86745K104   990,604 55,003 SH   OTR 1 0 55,003 0
SUNRUN INC COM 86771W105   649,501 27,040 SH   OTR 1 0 27,040 0
SUNRUN INC COM 86771W105   77,969 3,246 SH   SOLE   3,246 0 0
SVF INVESTMENT CORP CL A SHS G8601L102   252,750 25,000 SH   SOLE   25,000 0 0
TRONOX HOLDINGS PLC SHS G9087Q102   1,674,005 122,101 SH   OTR 1 0 122,101 0
TRONOX HOLDINGS PLC SHS G9087Q102   200,961 14,658 SH   SOLE   14,658 0 0
VALERO ENERGY CORP COM 91913Y100   18,291,182 144,184 SH   OTR 1 0 144,184 0
VALERO ENERGY CORP COM 91913Y100   1,483,881 11,697 SH   SOLE   11,697 0 0
VECTOR ACQUISITION CORP II CL A SHS G9460A104   252,500 25,000 SH   SOLE   25,000 0 0
VISTRA CORP COM 92840M102   2,260,538 97,437 SH   OTR 1 0 97,437 0
VISTRA CORP COM 92840M102   271,370 11,697 SH   SOLE   11,697 0 0
VMWARE INC CL A COM 928563402   847,044 6,900 SH   SOLE   6,900 0 0
WEATHERFORD INTL PLC ORD SHS G48833118   1,199,472 23,556 SH   SOLE   23,556 0 0
WEATHERFORD INTL PLC ORD SHS G48833118   13,260,994 260,428 SH   OTR 1 0 260,428 0
WEC ENERGY GROUP INC COM 92939U106   3,301,290 35,210 SH   OTR 1 0 35,210 0
WEC ENERGY GROUP INC COM 92939U106   396,324 4,227 SH   SOLE   4,227 0 0
WESTLAKE CORPORATION COM 960413102   877,947 8,562 SH   OTR 1 0 8,562 0
WESTLAKE CORPORATION COM 960413102   105,411 1,028 SH   SOLE   1,028 0 0
WESTROCK CO COM 96145D105   106,113 3,018 SH   SOLE   3,018 0 0
WESTROCK CO COM 96145D105   883,958 25,141 SH   OTR 1 0 25,141 0
YAMANA GOLD INC COM 98462Y100   2,243,582 404,249 SH   SOLE   404,249 0 0