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
ALBEMARLE CORP COM 012653101   6,876,972 30,826 SH   SOLE   30,826 0 0
APTIV PLC SHS G6095L109   46,461,159 455,100 SH   SOLE   455,100 0 0
CENOVUS ENERGY INC COM 15135U109   67,414,811 3,970,248 SH   SOLE   3,970,248 0 0
CHORD ENERGY CORPORATION COM NEW 674215207   60,175,019 391,255 SH   SOLE   391,255 0 0
CONOCOPHILLIPS COM 20825C104   38,001,351 366,773 SH   SOLE   366,773 0 0
DIAMONDBACK ENERGY INC COM 25278X109   24,848,189 189,161 SH   SOLE   189,161 0 0
DOW INC COM 260557103   5,718,899 107,377 SH   SOLE   107,377 0 0
ENERPLUS CORP COM 292766102   17,619,641 1,217,667 SH   SOLE   1,217,667 0 0
EQT CORP COM 26884L109   66,016,365 1,605,066 SH   SOLE   1,605,066 0 0
EXXON MOBIL CORP COM 30231G102   6,066,275 56,562 SH   SOLE   56,562 0 0
FIRST SOLAR INC COM 336433107   16,309,342 85,798 SH   SOLE   85,798 0 0
FLEX LTD ORD Y2573F102   40,778,950 1,475,360 SH   SOLE   1,475,360 0 0
IMPERIAL OIL LTD COM NEW 453038408   26,853,179 524,465 SH   SOLE   524,465 0 0
MARATHON OIL CORP COM 565849106   61,983,123 2,692,577 SH   SOLE   2,692,577 0 0
MARATHON PETE CORP COM 56585A102   35,456,311 304,085 SH   SOLE   304,085 0 0
MASTEC INC COM 576323109   31,751,979 269,153 SH   SOLE   269,153 0 0
METHANEX CORP COM 59151K108   5,415,250 130,898 SH   SOLE   130,898 0 0
NEXTERA ENERGY INC COM 65339F101   23,351,630 314,712 SH   SOLE   314,712 0 0
NEXTRACKER INC CLASS A COM 65290E101   29,785,842 748,200 SH   SOLE   748,200 0 0
NOBLE CORP PLC ORD SHS A G65431127   25,748,730 623,305 SH   SOLE   623,305 0 0
OVINTIV INC COM 69047Q102   20,359,836 534,800 SH   SOLE   534,800 0 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105   38,914,335 3,550,578 SH   SOLE   3,550,578 0 0
PIONEER NAT RES CO COM 723787107   60,714,513 293,052 SH   SOLE   293,052 0 0
RIO TINTO PLC SPONSORED ADR 767204100   15,960,000 250,000 SH   SOLE   250,000 0 0
SCHLUMBERGER LTD COM STK 806857108   88,526,815 1,802,256 SH   SOLE   1,802,256 0 0
SHELL PLC SPON ADS 780259305   91,505,769 1,515,498 SH   SOLE   1,515,498 0 0
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107   25,668,962 1,004,263 SH   SOLE   1,004,263 0 0
SOUTHERN CO COM 842587107   44,322,130 630,920 SH   SOLE   630,920 0 0
SUNNOVA ENERGY INTL INC. COM 86745K104   33,030,434 1,803,956 SH   SOLE   1,803,956 0 0
TARGA RES CORP COM 87612G101   104,199,392 1,369,243 SH   SOLE   1,369,243 0 0
TECHNIPFMC PLC COM G87110105   56,611,343 3,406,218 SH   SOLE   3,406,218 0 0
VISTRA CORP COM 92840M102   82,377,146 3,138,177 SH   SOLE   3,138,177 0 0
WEATHERFORD INTL PLC ORD SHS G48833118   62,831,660 945,975 SH   SOLE   945,975 0 0
WESCO INTL INC COM 95082P105   14,629,202 81,700 SH   SOLE   81,700 0 0