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
AES CORP COM 00130H105   8,212,107 396,146 SH   SOLE   396,146 0 0
AIR PRODS & CHEMS INC COM 009158106   19,952,891 66,614 SH   SOLE   66,614 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100   12,033,799 532,469 SH   SOLE   532,469 0 0
AXALTA COATING SYS LTD COM G0750C108   5,912,362 180,200 SH   SOLE   180,200 0 0
BAYTEX ENERGY CORP COM 07317Q105   24,038,898 7,372,126 SH   SOLE   7,372,126 0 0
BLOOM ENERGY CORP COM CL A 093712107   4,461,277 272,861 SH   SOLE   272,861 0 0
BP PLC SPONSORED ADR 055622104   17,879,820 506,654 SH   SOLE   506,654 0 0
CABOT CORP COM 127055101   8,412,755 125,770 SH   SOLE   125,770 0 0
CF INDS HLDGS INC COM 125269100   5,956,236 85,800 SH   SOLE   85,800 0 0
CHAMPIONX CORPORATION COM 15872M104   6,056,773 195,128 SH   SOLE   195,128 0 0
CHART INDS INC COM 16115Q308   1,182,446 7,400 SH   SOLE   7,400 0 0
CHEMOURS CO COM 163851108   20,736,644 562,121 SH   SOLE   562,121 0 0
CHENIERE ENERGY INC COM NEW 16411R208   16,968,181 111,369 SH   SOLE   111,369 0 0
CHESAPEAKE ENERGY CORP COM 165167735   40,459,280 483,500 SH   SOLE   483,500 0 0
CLEAN ENERGY FUELS CORP COM 184499101   4,153,732 837,446 SH   SOLE   837,446 0 0
DELEK US HLDGS INC NEW COM 24665A103   10,844,560 452,800 SH   SOLE   452,800 0 0
DEVON ENERGY CORP NEW COM 25179M103   11,016,686 227,900 SH   SOLE   227,900 0 0
DIAMOND OFFSHORE DRILLING IN COM 25271C201   2,511,480 176,368 SH   SOLE   176,368 0 0
DIAMONDBACK ENERGY INC COM 25278X109   36,697,255 279,364 SH   SOLE   279,364 0 0
EASTMAN CHEM CO COM 277432100   11,413,548 136,330 SH   SOLE   136,330 0 0
ENERPLUS CORP COM 292766102   41,989,452 2,897,400 SH   SOLE   2,897,400 0 0
ENETI INC COM Y2294C107   1,887,489 155,862 SH   SOLE   155,862 0 0
ENLINK MIDSTREAM LLC COM UNIT REP LTD 29336T100   17,977,515 1,695,992 SH   SOLE   1,695,992 0 0
EOG RES INC COM 26875P101   6,694,740 58,500 SH   SOLE   58,500 0 0
EQT CORP COM 26884L109   38,600,505 938,500 SH   SOLE   938,500 0 0
EQUITRANS MIDSTREAM CORP COM 294600101   23,136,988 2,420,187 SH   SOLE   2,420,187 0 0
EVGO INC CL A COM 30052F100   2,697,600 674,400 SH   SOLE   674,400 0 0
EXCELERATE ENERGY INC CL A COM 30069T101   9,567,115 470,591 SH   SOLE   470,591 0 0
EXPRO GROUP HOLDINGS NV COM N3144W105   13,058,400 736,930 SH   SOLE   736,930 0 0
GOLAR LNG LTD SHS G9456A100   1,841,198 91,284 SH   SOLE   91,284 0 0
GULFPORT ENERGY CORP COMMON SHARES 402635502   3,319,897 31,597 SH   SOLE   31,597 0 0
HALLIBURTON CO COM 406216101   19,362,161 586,910 SH   SOLE   586,910 0 0
HELIX ENERGY SOLUTIONS GRP I COM 42330P107   6,649,528 901,020 SH   SOLE   901,020 0 0
HELMERICH & PAYNE INC COM 423452101   2,253,911 63,580 SH   SOLE   63,580 0 0
LI-CYCLE HOLDINGS CORP COMMON SHARES 50202P105   15,099,802 2,720,685 SH   SOLE   2,720,685 0 0
LINDE PLC SHS G54950103   4,868,678 12,776 SH   SOLE   12,776 0 0
MARATHON OIL CORP COM 565849106   54,551,507 2,369,744 SH   SOLE   2,369,744 0 0
MATADOR RES CO COM 576485205   3,876,912 74,100 SH   SOLE   74,100 0 0
MURPHY OIL CORP COM 626717102   26,515,090 692,300 SH   SOLE   692,300 0 0
NET POWER INC *W EXP 06/08/202 64107A113   336,000 100,000 SH   SOLE   100,000 0 0
NEXTDECADE CORP COM 65342K105   7,197,108 876,627 SH   SOLE   876,627 0 0
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106   2,900,393 49,461 SH   SOLE   49,461 0 0
NEXTIER OILFIELD SOLUTIONS COM 65290C105   4,091,033 457,610 SH   SOLE   457,610 0 0
NOBLE CORP PLC ORD SHS A G65431127   8,250,846 199,730 SH   SOLE   199,730 0 0
NORTHERN OIL & GAS INC COM 665531307   23,022,645 670,823 SH   SOLE   670,823 0 0
OLIN CORP COM PAR $1 680665205   4,059,810 79,000 SH   SOLE   79,000 0 0
ORION S.A. COM L72967109   5,801,824 273,413 SH   SOLE   273,413 0 0
PBF ENERGY INC CL A 69318G106   52,983,811 1,294,182 SH   SOLE   1,294,182 0 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105   12,274,805 1,119,964 SH   SOLE   1,119,964 0 0
PPG INDS INC COM 693506107   6,658,670 44,900 SH   SOLE   44,900 0 0
SEADRILL 2021 LTD COM G7997W102   1,762,559 42,708 SH   SOLE   42,708 0 0
SHELL PLC SPON ADS 780259305   21,042,430 348,500 SH   SOLE   348,500 0 0
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107   10,629,918 415,881 SH   SOLE   415,881 0 0
SIGMA LITHIUM CORPORATION COM 826599102   12,099,471 300,235 SH   SOLE   300,235 0 0
SM ENERGY CO COM 78454L100   15,539,819 491,300 SH   SOLE   491,300 0 0
SOUTHWESTERN ENERGY CO COM 845467109   16,493,706 2,744,377 SH   SOLE   2,744,377 0 0
TARGA RES CORP COM 87612G101   43,979,332 577,915 SH   SOLE   577,915 0 0
TECHNIPFMC PLC COM G87110105   2,182,622 131,325 SH   SOLE   131,325 0 0
TENARIS S A SPONSORED ADS 88031M109   21,296,007 711,052 SH   SOLE   711,052 0 0
TETRA TECHNOLOGIES INC DEL COM 88162F105   2,065,717 611,159 SH   SOLE   611,159 0 0
TIDEWATER INC NEW COM 88642R109   1,726,235 31,137 SH   SOLE   31,137 0 0
TOTALENERGIES SE SPONSORED ADS 89151E109   13,573,240 235,483 SH   SOLE   235,483 0 0
UGI CORP NEW COM 902681105   3,765,012 139,600 SH   SOLE   139,600 0 0
VALERO ENERGY CORP COM 91913Y100   53,362,820 454,926 SH   SOLE   454,926 0 0
WEATHERFORD INTL PLC ORD SHS G48833118   2,850,481 42,916 SH   SOLE   42,916 0 0