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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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
ANTERO MIDSTREAM CORP COM 03676B102   1,565,420 134,950 SH   SOLE   134,950 0 0
ARCHROCK INC COM 03957W106   2,153,208 210,069 SH   SOLE   210,069 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100   38,890,690 1,720,827 SH   SOLE   1,720,827 0 0
BAKER HUGHES COMPANY CL A 05722G100   12,691,004 401,487 SH   SOLE   401,487 0 0
CHENIERE ENERGY INC COM NEW 16411R208   6,709,173 44,035 SH   SOLE   44,035 0 0
CHORD ENERGY CORPORATION COM NEW 674215207   93,286,006 606,541 SH   SOLE   606,541 0 0
CIVITAS RESOURCES INC COM NEW 17888H103   119,088,104 1,716,709 SH   SOLE   1,716,709 0 0
EXPRO GROUP HOLDINGS NV COM N3144W105   29,827,881 1,683,289 SH   SOLE   1,683,289 0 0
HALLIBURTON CO COM 406216101   16,389,036 496,788 SH   SOLE   496,788 0 0
HELMERICH & PAYNE INC COM 423452101   22,680,556 639,790 SH   SOLE   639,790 0 0
NOBLE CORP PLC ORD SHS A G65431127   63,376,067 1,534,158 SH   SOLE   1,534,158 0 0
NOW INC COM 67011P100   1,971,125 190,263 SH   SOLE   190,263 0 0
OCEANEERING INTL INC COM 675232102   41,669,247 2,228,302 SH   SOLE   2,228,302 0 0
OVINTIV INC COM 69047Q102   40,072,558 1,052,602 SH   SOLE   1,052,602 0 0
PEMBINA PIPELINE CORP COM 706327103   699,006 22,233 SH   SOLE   22,233 0 0
PIONEER NAT RES CO COM 723787107   71,457,625 344,906 SH   SOLE   344,906 0 0
SCHLUMBERGER LTD COM STK 806857108   54,803,724 1,115,711 SH   SOLE   1,115,711 0 0
SEADRILL 2021 LTD COM G7997W102   38,494,386 932,745 SH   SOLE   932,745 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886   6,465,472 98,800 SH   SOLE   98,800 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104   7,765,321 28,862 SH   SOLE   28,862 0 0
SUNCOR ENERGY INC NEW COM 867224107   20,329,931 693,381 SH   SOLE   693,381 0 0
TALOS ENERGY INC COM 87484T108   79,371,310 5,722,517 SH   SOLE   5,722,517 0 0
TARGA RES CORP COM 87612G101   7,436,644 97,722 SH   SOLE   97,722 0 0
TC ENERGY CORP COM 87807B107   1,274,410 31,537 SH   SOLE   31,537 0 0
WILLIAMS COS INC COM 969457100   1,142,050 35,000 SH   SOLE   35,000 0 0