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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AMERICAN WTR WKS CO INC NEW COM 030420103   21,973,500 150,000 SH   SOLE   150,000 0 0
ANTERO MIDSTREAM CORP COM 03676B102   2,201,169 209,835 SH   SOLE   209,835 0 0
BP PLC SPONSORED ADR 055622104   23,473,782 618,708 SH   SOLE   618,708 0 0
CALIFORNIA RES CORP COM STOCK 13057Q305   8,967,459 232,921 SH   SOLE   232,921 0 0
CALLON PETE CO DEL COM 13123X508   7,664,983 229,216 SH   SOLE   229,216 0 0
CANADIAN NAT RES LTD COM 136385101   45,663,750 825,000 SH   SOLE   825,000 0 0
CHENIERE ENERGY INC COM NEW 16411R208   60,038,823 380,957 SH   SOLE   380,957 0 0
CIVITAS RESOURCES INC COM NEW 17888H103   17,872,755 261,527 SH   SOLE   261,527 0 0
CNX RES CORP COM 12653C108   9,964,376 621,996 SH   SOLE   621,996 0 0
COTERRA ENERGY INC COM 127097103   30,449,870 1,240,826 SH   SOLE   1,240,826 0 0
CRESCENT ENERGY COMPANY CL A COM 44952J104   8,927,390 789,336 SH   SOLE   789,336 0 0
DENBURY INC COM 24790A101   36,215,902 413,282 SH   SOLE   413,282 0 0
DIAMONDBACK ENERGY INC COM 25278X109   57,788,825 427,527 SH   SOLE   427,527 0 0
DT MIDSTREAM INC COMMON STOCK 23345M107   6,049,158 122,527 SH   SOLE   122,527 0 0
DTE ENERGY CO COM 233331107   43,640,407 398,397 SH   SOLE   398,397 0 0
ENERPLUS CORP COM 292766102   56,996,752 3,955,361 SH   SOLE   3,955,361 0 0
ENLINK MIDSTREAM LLC COM UNIT REP LTD 29336T100   8,184,200 755,000 SH   SOLE   755,000 0 0
EOG RES INC COM 26875P101   39,500,237 344,589 SH   SOLE   344,589 0 0
EQT CORP COM 26884L109   638,200 20,000 SH   SOLE   20,000 0 0
EXELON CORP COM 30161N101   7,336,279 175,132 SH   SOLE   175,132 0 0
EXXON MOBIL CORP COM 30231G102   745,688 6,800 SH   SOLE   6,800 0 0
GOLAR LNG LTD SHS G9456A100   22,730,328 1,052,330 SH   SOLE   1,052,330 0 0
IMPERIAL OIL LTD COM NEW 453038408   44,540,947 876,596 SH   SOLE   876,596 0 0
KOSMOS ENERGY LTD COM 500688106   9,783,600 1,315,000 SH   SOLE   1,315,000 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100   5,633,400 60,000 SH   SOLE   60,000 0 0
MARATHON OIL CORP COM 565849106   46,438,002 1,938,147 SH   SOLE   1,938,147 0 0
MARATHON PETE CORP COM 56585A102   63,420,392 470,373 SH   SOLE   470,373 0 0
MATADOR RES CO COM 576485205   17,987,875 377,500 SH   SOLE   377,500 0 0
MDU RES GROUP INC COM 552690109   377,129 12,373 SH   SOLE   12,373 0 0
MURPHY OIL CORP COM 626717102   53,607,872 1,449,645 SH   SOLE   1,449,645 0 0
NEW FORTRESS ENERGY INC COM CL A 644393100   18,136,620 616,263 SH   SOLE   616,263 0 0
NEXTDECADE CORP COM 65342K105   3,638,343 732,061 SH   SOLE   732,061 0 0
NISOURCE INC COM 65473P105   44,218,377 1,581,487 SH   SOLE   1,581,487 0 0
NORTHERN OIL AND GAS INC MN COM 665531307   28,642,813 943,750 SH   SOLE   943,750 0 0
NORTHWEST PIPE CO COM 667746101   564,670 18,081 SH   SOLE   18,081 0 0
OCCIDENTAL PETE CORP COM 674599105   59,308,500 950,000 SH   SOLE   950,000 0 0
ONEOK INC NEW COM 682680103   64,720,319 1,018,576 SH   SOLE   1,018,576 0 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105   57,244,929 5,451,898 SH   SOLE   5,451,898 0 0
PUBLIC SVC ENTERPRISE GRP IN COM 744573106   624,500 10,000 SH   SOLE   10,000 0 0
RANGE RES CORP COM 75281A109   44,858,656 1,694,698 SH   SOLE   1,694,698 0 0
SCHLUMBERGER LTD COM STK 806857108   5,401,000 110,000 SH   SOLE   110,000 0 0
SITIO ROYALTIES CORP CLASS A COM 82983N108   4,327,109 191,465 SH   SOLE   191,465 0 0
TARGA RES CORP COM 87612G101   66,089,928 905,962 SH   SOLE   905,962 0 0
VALERO ENERGY CORP COM 91913Y100   4,196,655 30,062 SH   SOLE   30,062 0 0
VISTRA CORP COM 92840M102   8,640,000 360,000 SH   SOLE   360,000 0 0
WESTLAKE CORPORATION COM 960413102   1,159,800 10,000 SH   SOLE   10,000 0 0
XCEL ENERGY INC COM 98389B100   9,815,218 145,540 SH   SOLE   145,540 0 0