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
AEROJET ROCKETDYNE HLDGS INC COM 007800105   346,569 6,170 SH   SOLE   6,170 0 0
AES CORP COM 00130H105   2,165,827 89,943 SH   OTR 1 0 89,943 0
AES CORP COM 00130H105   229,675 9,538 SH   SOLE   9,538 0 0
ALLIANT ENERGY CORP COM 018802108   4,222,338 79,070 SH   OTR 1 0 79,070 0
ALLIANT ENERGY CORP COM 018802108   447,759 8,385 SH   SOLE   8,385 0 0
AMERICAN ELEC PWR CO INC COM 025537101   3,977,992 43,719 SH   OTR 1 0 43,719 0
AMERICAN ELEC PWR CO INC COM 025537101   421,830 4,636 SH   SOLE   4,636 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103   2,507,323 17,116 SH   OTR 1 0 17,116 0
AMERICAN WTR WKS CO INC NEW COM 030420103   265,879 1,815 SH   SOLE   1,815 0 0
APA CORPORATION COM 03743Q108   1,272,017 35,275 SH   SOLE   35,275 0 0
APA CORPORATION COM 03743Q108   16,846,222 467,172 SH   OTR 1 0 467,172 0
APOLLO ENDOSURGERY INC COM 03767D108   1,532,640 154,500 SH   SOLE   154,500 0 0
ARCH RESOURCES INC CL A 03940R107   177,340 1,349 SH   SOLE   1,349 0 0
ARCH RESOURCES INC CL A 03940R107   1,672,171 12,720 SH   OTR 1 0 12,720 0
ARGO GROUP INTL HLDGS LTD COM G0464B107   881,629 30,100 SH   SOLE   30,100 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100   191,975 8,774 SH   SOLE   8,774 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100   1,810,329 82,739 SH   OTR 1 0 82,739 0
AURORA INNOVATION INC CLASS A COM 051774107   72,280 52,000 SH   SOLE   52,000 0 0
AXALTA COATING SYS LTD COM G0750C108   3,389,905 111,915 SH   OTR 1 0 111,915 0
AXALTA COATING SYS LTD COM G0750C108   359,482 11,868 SH   SOLE   11,868 0 0
BERRY GLOBAL GROUP INC COM 08579W103   2,458,309 41,737 SH   OTR 1 0 41,737 0
BERRY GLOBAL GROUP INC COM 08579W103   260,691 4,426 SH   SOLE   4,426 0 0
CARDIOVASCULAR SYS INC DEL COM 141619106   455,350 22,928 SH   SOLE   22,928 0 0
CF INDS HLDGS INC COM 125269100   1,298,078 17,907 SH   OTR 1 0 17,907 0
CF INDS HLDGS INC COM 125269100   137,659 1,899 SH   SOLE   1,899 0 0
CHESAPEAKE ENERGY CORP COM 165167735   14,954,559 196,667 SH   OTR 1 0 196,667 0
CHESAPEAKE ENERGY CORP COM 165167735   1,118,548 14,710 SH   SOLE   14,710 0 0
CHORD ENERGY CORPORATION COM NEW 674215207   3,188,539 23,689 SH   OTR 1 0 23,689 0
CHORD ENERGY CORPORATION COM NEW 674215207   240,934 1,790 SH   SOLE   1,790 0 0
COMSTOCK RES INC COM 205768302   195,979 18,163 SH   SOLE   18,163 0 0
COMSTOCK RES INC COM 205768302   2,910,883 269,776 SH   OTR 1 0 269,776 0
CONOCOPHILLIPS COM 20825C104   1,083,175 10,918 SH   SOLE   10,918 0 0
CONOCOPHILLIPS COM 20825C104   14,677,425 147,943 SH   OTR 1 0 147,943 0
CONSTELLATION ENERGY CORP COM 21037T109   275,378 3,508 SH   OTR 1 0 3,508 0
CONSTELLATION ENERGY CORP COM 21037T109   29,202 372 SH   SOLE   372 0 0
DEVON ENERGY CORP NEW COM 25179M103   1,240,654 24,514 SH   SOLE   24,514 0 0
DEVON ENERGY CORP NEW COM 25179M103   16,519,610 326,410 SH   OTR 1 0 326,410 0
DIAMONDBACK ENERGY INC COM 25278X109   1,484,437 10,982 SH   SOLE   10,982 0 0
DIAMONDBACK ENERGY INC COM 25278X109   20,165,742 149,188 SH   OTR 1 0 149,188 0
ECOLAB INC COM 278865100   75,482 456 SH   SOLE   456 0 0
ECOLAB INC COM 278865100   711,779 4,300 SH   OTR 1 0 4,300 0
ENPHASE ENERGY INC COM 29355A107   91,051 433 SH   SOLE   433 0 0
ENPHASE ENERGY INC COM 29355A107   858,573 4,083 SH   OTR 1 0 4,083 0
EVERGY INC COM 30034W106   375,949 6,151 SH   SOLE   6,151 0 0
EVERGY INC COM 30034W106   3,545,266 58,005 SH   OTR 1 0 58,005 0
EVOQUA WATER TECHNOLOGIES CO COM 30057T105   1,076,140 21,644 SH   SOLE   21,644 0 0
EXELON CORP COM 30161N101   170,953 4,081 SH   SOLE   4,081 0 0
EXELON CORP COM 30161N101   1,612,053 38,483 SH   OTR 1 0 38,483 0
EXXON MOBIL CORP COM 30231G102   648,639 5,915 SH   SOLE   5,915 0 0
EXXON MOBIL CORP COM 30231G102   8,734,419 79,650 SH   OTR 1 0 79,650 0
FIRSTENERGY CORP COM 337932107   127,070 3,172 SH   SOLE   3,172 0 0
FIRSTENERGY CORP COM 337932107   1,198,275 29,912 SH   OTR 1 0 29,912 0
FLUENCE ENERGY INC COM CL A 34379V103   104,510 5,161 SH   SOLE   5,161 0 0
FLUENCE ENERGY INC COM CL A 34379V103   985,527 48,668 SH   OTR 1 0 48,668 0
FORD MTR CO DEL COM 345370860   1,369,255 108,671 SH   OTR 1 0 108,671 0
FORD MTR CO DEL COM 345370860   145,202 11,524 SH   SOLE   11,524 0 0
GENERAL MTRS CO COM 37045V100   859,192 23,424 SH   OTR 1 0 23,424 0
GENERAL MTRS CO COM 37045V100   91,113 2,484 SH   SOLE   2,484 0 0
HALLIBURTON CO COM 406216101   951,700 30,079 SH   SOLE   30,079 0 0
HALLIBURTON CO COM 406216101   13,240,011 418,458 SH   OTR 1 0 418,458 0
HELMERICH & PAYNE INC COM 423452101   6,067,133 169,710 SH   OTR 1 0 169,710 0
HELMERICH & PAYNE INC COM 423452101   426,712 11,936 SH   SOLE   11,936 0 0
HORIZON THERAPEUTICS PUB L SHS G46188101   829,464 7,600 SH   SOLE   7,600 0 0
HUNTSMAN CORP COM 447011107   132,121 4,829 SH   SOLE   4,829 0 0
HUNTSMAN CORP COM 447011107   1,245,892 45,537 SH   OTR 1 0 45,537 0
INDUS REALTY TRUST INC COM 45580R103   3,152,421 47,555 SH   SOLE   47,555 0 0
KIMBALL INTL INC CL B 494274103   609,956 49,190 SH   SOLE   49,190 0 0
LAKELAND BANCORP INC COM 511637100   1,770,730 113,218 SH   SOLE   113,218 0 0
LIFE STORAGE INC COM 53223X107   458,815 3,500 SH   SOLE   3,500 0 0
LSB INDS INC COM 502160104   134,176 12,989 SH   SOLE   12,989 0 0
LSB INDS INC COM 502160104   1,265,280 122,486 SH   OTR 1 0 122,486 0
LUTHER BURBANK CORP COM 550550107   290,799 30,675 SH   SOLE   30,675 0 0
MALVERN BANCORP INC COM 561409103   415,705 27,349 SH   SOLE   27,349 0 0
MARATHON OIL CORP COM 565849106   2,910,421 121,470 SH   OTR 1 0 121,470 0
MARATHON OIL CORP COM 565849106   208,787 8,714 SH   SOLE   8,714 0 0
MATADOR RES CO COM 576485205   12,638,067 265,227 SH   OTR 1 0 265,227 0
MATADOR RES CO COM 576485205   928,889 19,494 SH   SOLE   19,494 0 0
MAXEON SOLAR TECHNOLOGIES LT SHS Y58473102   74,471 2,806 SH   SOLE   2,806 0 0
MAXEON SOLAR TECHNOLOGIES LT SHS Y58473102   702,248 26,460 SH   OTR 1 0 26,460 0
MOHAWK INDS INC COM 608190104   960,208 9,581 SH   OTR 1 0 9,581 0
MOHAWK INDS INC COM 608190104   101,824 1,016 SH   SOLE   1,016 0 0
MOMENTIVE GLOBAL INC COM 60878Y108   681,525 73,125 SH   SOLE   73,125 0 0
MONEYGRAM INTL INC COM NEW 60935Y208   1,010,740 97,000 SH   SOLE   97,000 0 0
MOSAIC CO NEW COM 61945C103   2,029,594 44,237 SH   OTR 1 0 44,237 0
MOSAIC CO NEW COM 61945C103   215,223 4,691 SH   SOLE   4,691 0 0
NATIONAL INSTRS CORP COM 636518102   288,255 5,500 SH   SOLE   5,500 0 0
NEW FORTRESS ENERGY INC COM CL A 644393100   309,456 10,515 SH   OTR 1 0 10,515 0
NEW FORTRESS ENERGY INC COM CL A 644393100   32,814 1,115 SH   SOLE   1,115 0 0
NEXTIER OILFIELD SOLUTIONS COM 65290C105   472,906 59,485 SH   SOLE   59,485 0 0
NEXTIER OILFIELD SOLUTIONS COM 65290C105   6,176,856 776,963 SH   OTR 1 0 776,963 0
NOBLE CORP PLC ORD SHS A G65431127   1,278,828 32,400 SH   SOLE   32,400 0 0
NOBLE CORP PLC ORD SHS A G65431127   17,050,014 431,974 SH   OTR 1 0 431,974 0
NRG ENERGY INC COM NEW 629377508   3,179,883 92,735 SH   OTR 1 0 92,735 0
NRG ENERGY INC COM NEW 629377508   337,208 9,834 SH   SOLE   9,834 0 0
NUVASIVE INC COM 670704105   400,707 9,700 SH   SOLE   9,700 0 0
OAK STR HEALTH INC COM 67181A107   812,280 21,000 SH   SOLE   21,000 0 0
OCCIDENTAL PETE CORP COM 674599105   21,655,781 346,881 SH   OTR 1 0 346,881 0
OCCIDENTAL PETE CORP COM 674599105   1,651,898 26,460 SH   SOLE   26,460 0 0
OCEANEERING INTL INC COM 675232102   11,781,759 668,279 SH   OTR 1 0 668,279 0
OCEANEERING INTL INC COM 675232102   836,861 47,468 SH   SOLE   47,468 0 0
PEABODY ENERGY CORP COM 704551100   1,205,350 47,084 SH   OTR 1 0 47,084 0
PEABODY ENERGY CORP COM 704551100   127,821 4,993 SH   SOLE   4,993 0 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105   1,923,537 183,194 SH   SOLE   183,194 0 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105   26,306,018 2,505,335 SH   OTR 1 0 2,505,335 0
PG&E CORP COM 69331C108   2,088,242 129,143 SH   OTR 1 0 129,143 0
PG&E CORP COM 69331C108   221,448 13,695 SH   SOLE   13,695 0 0
PIONEER NAT RES CO COM 723787107   17,928,391 87,781 SH   OTR 1 0 87,781 0
PIONEER NAT RES CO COM 723787107   1,353,703 6,628 SH   SOLE   6,628 0 0
PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207   2,889,562 220,241 SH   OTR 1 0 220,241 0
PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207   175,414 13,370 SH   SOLE   13,370 0 0
PORTLAND GEN ELEC CO COM NEW 736508847   2,280,230 46,640 SH   OTR 1 0 46,640 0
PORTLAND GEN ELEC CO COM NEW 736508847   241,810 4,946 SH   SOLE   4,946 0 0
PPL CORP COM 69351T106   2,252,380 81,050 SH   OTR 1 0 81,050 0
PPL CORP COM 69351T106   238,855 8,595 SH   SOLE   8,595 0 0
PROFRAC HLDG CORP CLASS A COM 74319N100   8,321,795 656,811 SH   OTR 1 0 656,811 0
PROFRAC HLDG CORP CLASS A COM 74319N100   632,423 49,915 SH   SOLE   49,915 0 0
PROPETRO HLDG CORP COM 74347M108   3,905,292 543,156 SH   OTR 1 0 543,156 0
PROPETRO HLDG CORP COM 74347M108   289,081 40,206 SH   SOLE   40,206 0 0
PROVENTION BIO INC COM 74374N102   539,840 22,400 SH   SOLE   22,400 0 0
QUALTRICS INTL INC COM CL A 747601201   1,094,762 61,400 SH   SOLE   61,400 0 0
RADIUS GLOBAL INFRASTRCTRE I COM CL A 750481103   1,933,271 131,784 SH   SOLE   131,784 0 0
RANGE RES CORP COM 75281A109   1,200,309 45,346 SH   SOLE   45,346 0 0
RANGE RES CORP COM 75281A109   15,603,774 589,489 SH   OTR 1 0 589,489 0
RANGER OIL CORPORATION CLASS A COM 70788V102   4,031,439 98,713 SH   SOLE   98,713 0 0
RYERSON HLDG CORP COM 783754104   1,579,438 43,415 SH   OTR 1 0 43,415 0
RYERSON HLDG CORP COM 783754104   167,494 4,604 SH   SOLE   4,604 0 0
SEAGEN INC COM 81181C104   263,211 1,300 SH   SOLE   1,300 0 0
SEMPRA COM 816851109   269,367 1,782 SH   SOLE   1,782 0 0
SEMPRA COM 816851109   2,539,941 16,803 SH   OTR 1 0 16,803 0
SOLID POWER INC CLASS A COM 83422N105   109,528 36,388 SH   SOLE   36,388 0 0
SOLID POWER INC CLASS A COM 83422N105   1,032,845 343,138 SH   OTR 1 0 343,138 0
SOUTHWEST GAS HLDGS INC COM 844895102   2,470,397 39,558 SH   OTR 1 0 39,558 0
SOUTHWEST GAS HLDGS INC COM 844895102   261,978 4,195 SH   SOLE   4,195 0 0
SOUTHWESTERN ENERGY CO COM 845467109   8,087,925 1,617,585 SH   OTR 1 0 1,617,585 0
SOUTHWESTERN ENERGY CO COM 845467109   576,120 115,224 SH   SOLE   115,224 0 0
STEEL DYNAMICS INC COM 858119100   1,726,200 15,268 SH   OTR 1 0 15,268 0
STEEL DYNAMICS INC COM 858119100   183,044 1,619 SH   SOLE   1,619 0 0
SUNNOVA ENERGY INTL INC. COM 86745K104   903,367 57,834 SH   OTR 1 0 57,834 0
SUNNOVA ENERGY INTL INC. COM 86745K104   95,797 6,133 SH   SOLE   6,133 0 0
SUNRUN INC COM 86771W105   878,056 43,576 SH   OTR 1 0 43,576 0
SUNRUN INC COM 86771W105   93,113 4,621 SH   SOLE   4,621 0 0
SURO CAPITAL CORP COM NEW 86887Q109   258,468 71,400 SH   SOLE   71,400 0 0
TCR2 THERAPEUTICS INC COM 87808K106   65,850 43,900 SH   SOLE   43,900 0 0
TRONOX HOLDINGS PLC SHS G9087Q102   230,339 16,018 SH   SOLE   16,018 0 0
TRONOX HOLDINGS PLC SHS G9087Q102   2,172,113 151,051 SH   OTR 1 0 151,051 0
U S XPRESS ENTERPRISES INC COM CL A 90338N202   404,514 68,100 SH   SOLE   68,100 0 0
UNIVAR SOLUTIONS INC COM 91336L107   2,473,118 70,600 SH   SOLE   70,600 0 0
VALERO ENERGY CORP COM 91913Y100   5,479,998 39,255 SH   OTR 1 0 39,255 0
VALERO ENERGY CORP COM 91913Y100   396,185 2,838 SH   SOLE   2,838 0 0
VISTRA CORP COM 92840M102   1,553,448 64,727 SH   OTR 1 0 64,727 0
VISTRA CORP COM 92840M102   164,736 6,864 SH   SOLE   6,864 0 0
VMWARE INC CL A COM 928563402   461,945 3,700 SH   SOLE   3,700 0 0
WEATHERFORD INTL PLC ORD SHS G48833118   1,540,548 25,957 SH   SOLE   25,957 0 0
WEATHERFORD INTL PLC ORD SHS G48833118   20,083,506 338,391 SH   OTR 1 0 338,391 0
WEC ENERGY GROUP INC COM 92939U106   4,823,389 50,885 SH   OTR 1 0 50,885 0
WEC ENERGY GROUP INC COM 92939U106   511,487 5,396 SH   SOLE   5,396 0 0
WESTROCK CO COM 96145D105   133,794 4,391 SH   SOLE   4,391 0 0
WESTROCK CO COM 96145D105   1,261,702 41,408 SH   OTR 1 0 41,408 0
YAMANA GOLD INC COM 98462Y100   4,207,607 719,249 SH   SOLE   719,249 0 0