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   7,888,754 448,990 SH   SOLE   448,990 0 0
ANTERO RESOURCES CORP COM 03674X106   21,654,541 663,639 SH   SOLE   663,639 0 0
ARCHROCK INC COM 03957W106   2,302,795 113,887 SH   SOLE   113,887 0 0
ARCOSA INC COM 039653100   1,040,707 12,477 SH   SOLE   12,477 0 0
ARDMORE SHIPPING CORP COM Y0207T100   2,728,856 121,121 SH   SOLE   121,121 0 0
ATKORE INC COM 047649108   558,070 4,136 SH   SOLE   4,136 0 0
BAKER HUGHES COMPANY CL A 05722G100   41,929,006 1,192,181 SH   SOLE   1,192,181 0 0
BROOKFIELD INFRASTRUCTURE CO COM SB VTG SHS A 11275Q107   312,196 9,275 SH   SOLE   9,275 0 0
CALIFORNIA RES CORP COM STOCK 13057Q305   5,596,615 105,160 SH   SOLE   105,160 0 0
CANADIAN NAT RES LTD COM 136385101   10,180,140 285,959 SH   SOLE   285,959 0 0
CASEYS GEN STORES INC COM 147528103   3,300,112 8,649 SH   SOLE   8,649 0 0
CENOVUS ENERGY INC COM 15135U109   33,432,734 1,700,546 SH   SOLE   1,700,546 0 0
CHENIERE ENERGY INC COM NEW 16411R208   948,103 5,423 SH   SOLE   5,423 0 0
CHORD ENERGY CORPORATION COM NEW 674215207   72,932,751 434,952 SH   SOLE   434,952 0 0
CIVITAS RESOURCES INC COM NEW 17888H103   8,542,545 123,805 SH   SOLE   123,805 0 0
CNX RES CORP COM 12653C108   10,467,760 430,772 SH   SOLE   430,772 0 0
CONSOLIDATED EDISON INC COM 209115104   66,656,887 745,436 SH   SOLE   745,436 0 0
CONSTELLATION ENERGY CORP COM 21037T109   4,931,048 24,622 SH   SOLE   24,622 0 0
CONSTRUCTION PARTNERS INC COM CL A 21044C107   979,094 17,734 SH   SOLE   17,734 0 0
CORE & MAIN INC CL A 21874C102   11,875,242 242,649 SH   SOLE   242,649 0 0
CORE SCIENTIFIC INC NEW COM 21874A106   6,387,538 686,832 SH   SOLE   686,832 0 0
CRESCENT ENERGY COMPANY CL A COM 44952J104   29,608,090 2,498,573 SH   SOLE   2,498,573 0 0
CUMMINS INC COM 231021106   5,020,741 18,130 SH   SOLE   18,130 0 0
DEVON ENERGY CORP NEW COM 25179M103   10,019,033 211,372 SH   SOLE   211,372 0 0
DIAMOND OFFSHORE DRILLING IN COM 25271C201   17,513,025 1,130,602 SH   SOLE   1,130,602 0 0
DIAMONDBACK ENERGY INC COM 25278X109   75,071,250 375,000 SH   SOLE   375,000 0 0
DOMINION ENERGY INC COM 25746U109   21,665,007 442,143 SH   SOLE   442,143 0 0
DTE ENERGY CO COM 233331107   11,462,671 103,258 SH   SOLE   103,258 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204   9,979,099 99,562 SH   SOLE   99,562 0 0
ENLINK MIDSTREAM LLC COM UNIT REP LTD 29336T100   50,099,527 3,640,954 SH   SOLE   3,640,954 0 0
EOG RES INC COM 26875P101   11,435,164 90,849 SH   SOLE   90,849 0 0
EQUINOR ASA SPONSORED ADR 29446M102   3,903,352 136,672 SH   SOLE   136,672 0 0
EXPRO GROUP HOLDINGS NV COM N3144W105   3,010,955 131,368 SH   SOLE   131,368 0 0
FIRSTENERGY CORP COM 337932107   16,954,911 443,034 SH   SOLE   443,034 0 0
GE VERNOVA INC COM 36828A101   12,400,688 72,303 SH   SOLE   72,303 0 0
GOLAR LNG LTD SHS G9456A100   2,046,340 65,274 SH   SOLE   65,274 0 0
GRANITE RIDGE RESOURCES INC COM 387432107   569,700 90,000 SH   SOLE   90,000 0 0
GULFPORT ENERGY CORP COMMON SHARES 402635502   20,144,759 133,409 SH   SOLE   133,409 0 0
HAFNIA LTD ORD SHS G4233B109   1,067,200 127,199 SH   SOLE   127,199 0 0
HELIX ENERGY SOLUTIONS GRP I COM 42330P107   1,074,600 90,000 SH   SOLE   90,000 0 0
HEXCEL CORP NEW COM 428291108   2,741,992 43,907 SH   SOLE   43,907 0 0
HF SINCLAIR CORP COM 403949100   5,334,000 100,000 SH   SOLE   100,000 0 0
HUT 8 CORP COM 44812J104   10,099,138 673,725 SH   SOLE   673,725 0 0
ITRON INC COM 465741106   9,199,915 92,966 SH   SOLE   92,966 0 0
KODIAK GAS SVCS INC COM 50012A108   12,558,328 460,687 SH   SOLE   460,687 0 0
MAGNOLIA OIL & GAS CORP CL A 559663109   26,287,006 1,037,372 SH   SOLE   1,037,372 0 0
MARATHON PETE CORP COM 56585A102   18,803,150 108,388 SH   SOLE   108,388 0 0
MATADOR RES CO COM 576485205   45,296,000 760,000 SH   SOLE   760,000 0 0
MURPHY USA INC COM 626755102   5,193,636 11,063 SH   SOLE   11,063 0 0
MYR GROUP INC DEL COM 55405W104   2,230,530 16,436 SH   SOLE   16,436 0 0
NATIONAL FUEL GAS CO COM 636180101   3,875,235 71,512 SH   SOLE   71,512 0 0
NEW JERSEY RES CORP COM 646025106   14,801,375 346,312 SH   SOLE   346,312 0 0
NEXTDECADE CORP COM 65342K105   7,917,141 997,121 SH   SOLE   997,121 0 0
NEXTERA ENERGY INC COM 65339F101   29,938,114 422,795 SH   SOLE   422,795 0 0
NOBLE CORP PLC ORD SHS A G65431127   17,138,188 383,834 SH   SOLE   383,834 0 0
NORTHWEST PIPE CO COM 667746101   649,778 19,128 SH   SOLE   19,128 0 0
NVENT ELECTRIC PLC SHS G6700G107   1,591,649 20,776 SH   SOLE   20,776 0 0
OGE ENERGY CORP COM 670837103   14,956,515 418,950 SH   SOLE   418,950 0 0
OKLO INC COM CL A 02156V109   3,705,549 437,491 SH   SOLE   437,491 0 0
ONEOK INC NEW COM 682680103   40,775,000 500,000 SH   SOLE   500,000 0 0
OVINTIV INC COM 69047Q102   37,496,000 800,000 SH   SOLE   800,000 0 0
PBF ENERGY INC CL A 69318G106   3,911,700 85,000 SH   SOLE   85,000 0 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105   71,955,518 4,455,450 SH   SOLE   4,455,450 0 0
PHILLIPS 66 COM 718546104   7,058,500 50,000 SH   SOLE   50,000 0 0
PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207   12,148,178 645,493 SH   SOLE   645,493 0 0
PPL CORP COM 69351T106   20,602,015 745,100 SH   SOLE   745,100 0 0
PUBLIC SVC ENTERPRISE GRP IN COM 744573106   11,055,000 150,000 SH   SOLE   150,000 0 0
QUANTA SVCS INC COM 74762E102   5,571,686 21,928 SH   SOLE   21,928 0 0
RANGE RES CORP COM 75281A109   33,530,000 1,000,000 SH   SOLE   1,000,000 0 0
SABLE OFFSHORE CORP COM SHS 78574H104   12,056,000 800,000 SH   SOLE   800,000 0 0
SABLE OFFSHORE CORP *W EXP 99/99/999 78574H112   3,324,071 778,471 SH   SOLE   778,471 0 0
SCORPIO TANKERS INC SHS Y7542C130   11,907,603 146,483 SH   SOLE   146,483 0 0
SEADRILL 2021 LTD COM G7997W102   47,372,069 919,846 SH   SOLE   919,846 0 0
SEMPRA COM 816851109   5,040,192 66,266 SH   SOLE   66,266 0 0
SOUTHERN CO COM 842587107   4,987,130 64,292 SH   SOLE   64,292 0 0
SUMMIT MATLS INC CL A 86614U100   895,078 24,449 SH   SOLE   24,449 0 0
TALOS ENERGY INC COM 87484T108   3,037,500 250,000 SH   SOLE   250,000 0 0
TARGA RES CORP COM 87612G101   50,868,100 395,000 SH   SOLE   395,000 0 0
TC ENERGY CORP COM 87807B107   29,220,066 770,978 SH   SOLE   770,978 0 0
TECHNIPFMC PLC COM G87110105   2,028,717 77,580 SH   SOLE   77,580 0 0
TEEKAY TANKERS LTD CL A Y8565N300   10,983,246 159,617 SH   SOLE   159,617 0 0
TORM PLC SHS CL A G89479102   20,586,444 530,989 SH   SOLE   530,989 0 0
TRANSALTA CORP COM 89346D107   2,943,062 415,173 SH   SOLE   415,173 0 0
TRANSOCEAN LTD REGISTERED SHS H8817H100   10,700,000 2,000,000 SH   SOLE   2,000,000 0 0
VALERO ENERGY CORP COM 91913Y100   7,838,000 50,000 SH   SOLE   50,000 0 0
VIPER ENERGY INC CL A 927959106   23,372,933 622,780 SH   SOLE   622,780 0 0
VISTRA CORP COM 92840M102   53,901,034 626,902 SH   SOLE   626,902 0 0
VITAL ENERGY INC COM 516806205   31,374,000 700,000 SH   SOLE   700,000 0 0
WILLIAMS COS INC COM 969457100   5,159,032 121,389 SH   SOLE   121,389 0 0