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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
APACHE CORP COM 037411105 18,333 1,357,980 SH   SOLE   1,357,980 0 0
AXALTA COATING SYS LTD COM G0750C108 12,749 565,367 SH   SOLE   565,367 0 0
BAKER HUGHES COMPANY CL A 05722G100 10,154 659,748 SH   SOLE   659,748 0 0
CABOT CORP COM 127055101 2,957 79,800 SH   SOLE   79,800 0 0
CABOT OIL & GAS CORP COM 127097103 8,315 484,018 SH   SOLE   484,018 0 0
CANADIAN NAT RES LTD COM 136385101 4,753 272,700 SH   SOLE   272,700 0 0
CHAMPIONX CORPORATION COM 15872M104 15,084 1,545,506 SH   SOLE   1,545,506 0 0
CHART INDS INC COM PAR $0.01 16115Q308 10,274 211,875 SH   SOLE   211,875 0 0
CHENIERE ENERGY INC COM NEW 16411R208 478 9,900 SH   SOLE   9,900 0 0
CIMAREX ENERGY CO COM 171798101 28,514 1,037,245 SH   SOLE   1,037,245 0 0
COMSTOCK RES INC COM 205768302 8,166 1,864,400 SH   SOLE   1,864,400 0 0
CONCHO RES INC COM 20605P101 21,507 417,609 SH   SOLE   417,609 0 0
DELEK US HLDGS INC NEW COM 24665A103 11,575 664,824 SH   SOLE   664,824 0 0
DEVON ENERGY CORP NEW COM 25179M103 23,151 2,041,543 SH   SOLE   2,041,543 0 0
DIAMONDBACK ENERGY INC COM 25278X109 8,046 192,400 SH   SOLE   192,400 0 0
DMC GLOBAL INC COM 23291C103 726 26,300 SH   SOLE   26,300 0 0
DRIL QUIP INC COM 262037104 2,205 74,020 SH   SOLE   74,020 0 0
DUPONT DE NEMOURS INC COM 26614N102 7,315 137,674 SH   SOLE   137,674 0 0
EQT CORP COM 26884L109 13,540 1,137,782 SH   SOLE   1,137,782 0 0
FLOWSERVE CORP COM 34354P105 3,608 126,512 SH   SOLE   126,512 0 0
GRACE W R & CO DEL NEW COM 38388F108 4,749 93,475 SH   SOLE   93,475 0 0
KINDER MORGAN INC DEL COM 49456B101 1,300 85,700 SH   SOLE   85,700 0 0
LAREDO PETROLEUM INC COM 516806205 2,546 183,691 SH   SOLE   183,691 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 5,078 77,272 SH   SOLE   77,272 0 0
MAGNOLIA OIL & GAS CORP CL A 559663109 4,947 816,376 SH   SOLE   816,376 0 0
MARATHON PETE CORP COM 56585A102 25,284 676,403 SH   SOLE   676,403 0 0
NATIONAL ENERGY SERVICES REU SHS G6375R107 490 71,182 SH   SOLE   71,182 0 0
NEXTIER OILFIELD SOLUTIONS COM 65290C105 976 398,313 SH   SOLE   398,313 0 0
NOBLE ENERGY INC COM 655044105 28,982 3,234,544 SH   SOLE   3,234,544 0 0
NORTHERN OIL & GAS INC NEV COM 665531109 4,311 5,138,744 SH   SOLE   5,138,744 0 0
ORION ENGINEERED CARBONS S A COM L72967109 604 57,076 SH   SOLE   57,076 0 0
PARSLEY ENERGY INC CL A 701877102 34,587 3,238,523 SH   SOLE   3,238,523 0 0
PDC ENERGY INC COM 69327R101 15,225 1,223,853 SH   SOLE   1,223,853 0 0
PHILLIPS 66 COM 718546104 14,760 205,279 SH   SOLE   205,279 0 0
PIONEER NAT RES CO COM 723787107 3,976 40,700 SH   SOLE   40,700 0 0
PPG INDS INC COM 693506107 1,358 12,800 SH   SOLE   12,800 0 0
QUANTA SVCS INC COM 74762E102 699 17,811 SH   SOLE   17,811 0 0
ROYAL DUTCH SHELL PLC SPON ADR B 780259107 5,233 171,841 SH   SOLE   171,841 0 0
SCHLUMBERGER LTD COM 806857108 5,452 296,461 SH   SOLE   296,461 0 0
SOLARIS OILFIELD INFRSTR INC COM CL A 83418M103 1,273 171,607 SH   SOLE   171,607 0 0
TARGA RES CORP COM 87612G101 6,931 345,355 SH   SOLE   345,355 0 0
TC ENERGY CORP COM 87807B107 12,232 285,402 SH   SOLE   285,402 0 0
TECHNIPFMC PLC COM G87110105 6,493 949,336 SH   SOLE   949,336 0 0
TENARIS S A SPONSORED ADS 88031M109 9,374 725,018 SH   SOLE   725,018 0 0