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
AEMETIS INC COM NEW 00770K202   869,554 426,252 SH   SOLE   426,252 0 0
ALGOMA STL GROUP INC COM 015658107   9,333,954 1,223,323 SH   SOLE   1,223,323 0 0
ALPHA METALLURGICAL RESOUR I COM 020764106   8,932,655 58,391 SH   SOLE   58,391 0 0
ARCH RESOURCES INC CL A 03940R107   2,373,781 18,440 SH   SOLE   18,440 0 0
CALIFORNIA RES CORP COM STOCK 13057Q305   6,595,694 166,600 SH   SOLE   166,600 0 0
CF INDS HLDGS INC COM 125269100   2,757,491 37,410 SH   SOLE   37,410 0 0
CHORD ENERGY CORPORATION COM NEW 674215207   22,891,105 161,889 SH   SOLE   161,889 0 0
CIVITAS RESOURCES INC COM NEW 17888H103   1,263,107 17,570 SH   SOLE   17,570 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101   4,645,394 259,085 SH   SOLE   259,085 0 0
DENBURY INC COM 24790A101   3,761,783 40,036 SH   SOLE   40,036 0 0
FREEPORT-MCMORAN INC CL B 35671D857   1,404,550 35,000 SH   SOLE   35,000 0 0
PAR PAC HOLDINGS INC COM NEW 69888T207   2,032,455 71,641 SH   SOLE   71,641 0 0
PDC ENERGY INC COM 69327R101   31,529,237 465,033 SH   SOLE   465,033 0 0
PEABODY ENERGY CORP COM 704551100   13,848,974 548,909 SH   SOLE   548,909 0 0
PIEDMONT LITHIUM INC COM 72016P105   538,045 10,351 SH   SOLE   10,351 0 0
RANGER OIL CORPORATION CLASS A COM 70788V102   13,050,189 310,497 SH   SOLE   310,497 0 0
RICE ACQUISITION CORP II SHS CL A G75529100   1,111,472 105,253 SH   SOLE   105,253 0 0
SIGMA LITHIUM CORPORATION COM 826599102   33,400,957 924,466 SH   SOLE   924,466 0 0
TALOS ENERGY INC COM 87484T108   735,466 49,228 SH   SOLE   49,228 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   8,279,920 22,000 SH   SOLE   22,000 0 0