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
AMEREN CORP COM 023608102   1,504,889 20,803 SH   SOLE   20,803 0 0
ARCHROCK INC COM 03957W106   6,176,617 401,079 SH   SOLE   401,079 0 0
ARDMORE SHIPPING CORP COM Y0207T100   2,386,113 169,348 SH   SOLE   169,348 0 0
BP PLC SPONSORED ADR 055622104   4,965,770 140,276 SH   SOLE   140,276 0 0
CALLON PETE CO DEL COM 13123X508   21,286,800 657,000 SH   SOLE   657,000 0 0
CANADIAN NAT RES LTD COM 136385101   10,483,200 160,000 SH   SOLE   160,000 0 0
CENOVUS ENERGY INC COM 15135U109   723,226 43,437 SH   SOLE   43,437 0 0
CHENIERE ENERGY INC COM NEW 16411R208   54,085,537 316,827 SH   SOLE   316,827 0 0
CHEVRON CORP NEW COM 166764100   22,374,000 150,000 SH   SOLE   150,000 0 0
CHORD ENERGY CORPORATION COM NEW 674215207   3,324,600 20,000 SH   SOLE   20,000 0 0
CIVITAS RESOURCES INC COM NEW 17888H103   7,094,151 103,746 SH   SOLE   103,746 0 0
CNX RES CORP COM 12653C108   28,655,340 1,432,767 SH   SOLE   1,432,767 0 0
CONOCOPHILLIPS COM 20825C104   4,348,679 37,466 SH   SOLE   37,466 0 0
CONSOLIDATED EDISON INC COM 209115104   391,717 4,306 SH   SOLE   4,306 0 0
CONSTELLATION ENERGY CORP COM 21037T109   2,337,800 20,000 SH   SOLE   20,000 0 0
CORE & MAIN INC CL A 21874C102   14,548,529 360,023 SH   SOLE   360,023 0 0
CRESCENT ENERGY COMPANY CL A COM 44952J104   29,020,349 2,196,847 SH   SOLE   2,196,847 0 0
DIAMONDBACK ENERGY INC COM 25278X109   64,211,960 414,057 SH   SOLE   414,057 0 0
ENERPLUS CORP COM 292766102   32,533,578 2,120,833 SH   SOLE   2,120,833 0 0
ENLINK MIDSTREAM LLC COM UNIT REP LTD 29336T100   30,110,762 2,476,214 SH   SOLE   2,476,214 0 0
ENTERGY CORP NEW COM 29364G103   58,608,944 579,197 SH   SOLE   579,197 0 0
EVERGY INC COM 30034W106   9,396,000 180,000 SH   SOLE   180,000 0 0
EXELON CORP COM 30161N101   1,536,161 42,790 SH   SOLE   42,790 0 0
EXPRO GROUP HOLDINGS NV COM N3144W105   796,000 50,000 SH   SOLE   50,000 0 0
FERGUSON PLC NEW SHS G3421J106   1,930,700 10,000 SH   SOLE   10,000 0 0
GOLAR LNG LTD SHS G9456A100   3,128,502 136,081 SH   SOLE   136,081 0 0
GRANITE RIDGE RESOURCES INC COM 387432107   541,800 90,000 SH   SOLE   90,000 0 0
GULFPORT ENERGY CORP COMMON SHARES 402635502   58,826,182 441,638 SH   SOLE   441,638 0 0
HALLIBURTON CO COM 406216101   361,500 10,000 SH   SOLE   10,000 0 0
HIGHPEAK ENERGY INC COM 43114Q105   10,680,000 750,000 SH   SOLE   750,000 0 0
KODIAK GAS SVCS INC COM 50012A108   12,267,414 610,927 SH   SOLE   610,927 0 0
KOSMOS ENERGY LTD COM 500688106   14,006,863 2,087,461 SH   SOLE   2,087,461 0 0
LIBERTY ENERGY INC COM CL A 53115L104   453,500 25,000 SH   SOLE   25,000 0 0
MAGNOLIA OIL & GAS CORP CL A 559663109   18,391,239 863,844 SH   SOLE   863,844 0 0
MARATHON OIL CORP COM 565849106   16,670,086 689,987 SH   SOLE   689,987 0 0
MARATHON PETE CORP COM 56585A102   5,169,307 34,843 SH   SOLE   34,843 0 0
MATADOR RES CO COM 576485205   55,438,500 975,000 SH   SOLE   975,000 0 0
MURPHY OIL CORP COM 626717102   46,008,341 1,078,489 SH   SOLE   1,078,489 0 0
MURPHY USA INC COM 626755102   3,555,616 9,972 SH   SOLE   9,972 0 0
NEW FORTRESS ENERGY INC COM CL A 644393100   7,546,000 200,000 SH   SOLE   200,000 0 0
NEWMARKET CORP COM 651587107   545,830 1,000 SH   SOLE   1,000 0 0
NEXTDECADE CORP COM 65342K105   999,444 209,527 SH   SOLE   209,527 0 0
NORTHERN OIL & GAS INC COM 665531307   17,154,958 462,772 SH   SOLE   462,772 0 0
NORTHWEST PIPE CO COM 667746101   557,268 18,416 SH   SOLE   18,416 0 0
ONEOK INC NEW COM 682680103   40,986,571 583,688 SH   SOLE   583,688 0 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105   81,395,633 5,984,973 SH   SOLE   5,984,973 0 0
PG&E CORP COM 69331C108   901,500 50,000 SH   SOLE   50,000 0 0
PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207   39,168,654 2,455,715 SH   SOLE   2,455,715 0 0
PPL CORP COM 69351T106   55,498,524 2,047,916 SH   SOLE   2,047,916 0 0
RANGE RES CORP COM 75281A109   38,179,066 1,254,240 SH   SOLE   1,254,240 0 0
SANDRIDGE ENERGY INC COM NEW 80007P869   1,640,400 120,000 SH   SOLE   120,000 0 0
SCORPIO TANKERS INC SHS Y7542C130   4,119,139 67,749 SH   SOLE   67,749 0 0
SHELL PLC SPON ADS 780259305   14,949,102 227,190 SH   SOLE   227,190 0 0
SILVERBOW RES INC COM 82836G102   13,947,669 479,631 SH   SOLE   479,631 0 0
SM ENERGY CO COM 78454L100   53,851,660 1,390,797 SH   SOLE   1,390,797 0 0
SOUTHWESTERN ENERGY CO COM 845467109   52,820,851 8,064,252 SH   SOLE   8,064,252 0 0
TARGA RES CORP COM 87612G101   10,006,642 115,191 SH   SOLE   115,191 0 0
TEEKAY TANKERS LTD CL A Y8565N300   9,852,185 197,162 SH   SOLE   197,162 0 0
TORM PLC SHS CL A G89479102   4,244,232 139,567 SH   SOLE   139,567 0 0
UGI CORP NEW COM 902681105   11,060,135 449,599 SH   SOLE   449,599 0 0
VALARIS LTD CL A G9460G101   19,746,309 287,973 SH   SOLE   287,973 0 0
VIPER ENERGY INC CL A 927959106   627,600 20,000 SH   SOLE   20,000 0 0
VISTRA CORP COM 92840M102   6,741,000 175,000 SH   SOLE   175,000 0 0
VITAL ENERGY INC COM 516806205   31,843,000 700,000 SH   SOLE   700,000 0 0
WILLIAMS COS INC COM 969457100   3,483,000 100,000 SH   SOLE   100,000 0 0
XYLEM INC COM 98419M100   1,143,600 10,000 SH   SOLE   10,000 0 0