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
AIR PRODS & CHEMS INC COM 009158106 3,157 10,600 SH   SOLE   10,600 0 0
APACHE CORP COM 037411105 6,202 654,900 SH   SOLE   654,900 0 0
AXALTA COATING SYS LTD COM G0750C108 13,315 600,564 SH   SOLE   600,564 0 0
BAKER HUGHES COMPANY CL A 05722G100 4,578 344,463 SH   SOLE   344,463 0 0
BONANZA CREEK ENERGY INC COM NEW 097793400 2,296 122,134 SH   SOLE   122,134 0 0
CABOT CORP COM 127055101 6,294 174,679 SH   SOLE   174,679 0 0
CABOT OIL & GAS CORP COM 127097103 10,254 590,694 SH   SOLE   590,694 0 0
CANADIAN NAT RES LTD COM 136385101 5,344 333,804 SH   SOLE   333,804 0 0
CELANESE CORP DEL COM 150870103 8,598 80,016 SH   SOLE   80,016 0 0
CHAMPIONX CORPORATION COM 15872M104 15,223 1,905,204 SH   SOLE   1,905,204 0 0
CHART INDS INC COM PAR $0.01 16115Q308 13,518 192,367 SH   SOLE   192,367 0 0
CHENIERE ENERGY INC COM NEW 16411R208 7,064 152,672 SH   SOLE   152,672 0 0
CIMAREX ENERGY CO COM 171798101 30,669 1,260,529 SH   SOLE   1,260,529 0 0
CLIMATE CHANGE CRISIS REAL I UNIT 99/99/9999 18716C209 3,015 300,000 SH   SOLE   300,000 0 0
COMSTOCK RES INC COM 205768302 6,996 1,597,345 SH   SOLE   1,597,345 0 0
CONCHO RES INC COM 20605P101 28,116 637,253 SH   SOLE   637,253 0 0
DEVON ENERGY CORP NEW COM 25179M103 19,224 2,032,129 SH   SOLE   2,032,129 0 0
DUPONT DE NEMOURS INC COM 26614N102 6,483 116,844 SH   SOLE   116,844 0 0
EOG RES INC COM 26875P101 8,971 249,613 SH   SOLE   249,613 0 0
EQT CORP COM 26884L109 10,597 819,580 SH   SOLE   819,580 0 0
GRACE W R & CO DEL NEW COM 38388F108 3,456 85,774 SH   SOLE   85,774 0 0
HELIX ENERGY SOLUTIONS GRP I COM 42330P107 4,246 1,761,904 SH   SOLE   1,761,904 0 0
HOLLYFRONTIER CORP COM 436106108 7,283 369,510 SH   SOLE   369,510 0 0
HUNTSMAN CORP COM 447011107 6,176 278,094 SH   SOLE   278,094 0 0
KINDER MORGAN INC DEL COM 49456B101 397 32,200 SH   SOLE   32,200 0 0
LINDE PLC SHS G5494J103 12,136 50,965 SH   SOLE   50,965 0 0
MAGNOLIA OIL & GAS CORP CL A 559663109 6,757 1,306,992 SH   SOLE   1,306,992 0 0
MARATHON PETE CORP COM 56585A102 18,314 624,195 SH   SOLE   624,195 0 0
MASTEC INC COM 576323109 1,262 29,900 SH   SOLE   29,900 0 0
MATADOR RES CO COM 576485205 2,847 344,671 SH   SOLE   344,671 0 0
NATIONAL ENERGY SERVICES REU SHS G6375R107 597 93,615 SH   SOLE   93,615 0 0
NEXTIER OILFIELD SOLUTIONS COM 65290C105 1,169 631,729 SH   SOLE   631,729 0 0
NOW INC COM 67011P100 1,682 370,400 SH   SOLE   370,400 0 0
OCEANEERING INTL INC COM 675232102 409 116,232 SH   SOLE   116,232 0 0
PARSLEY ENERGY INC CL A 701877102 22,793 2,435,123 SH   SOLE   2,435,123 0 0
PBF ENERGY INC CL A 69318G106 12,663 2,225,435 SH   SOLE   2,225,435 0 0
PDC ENERGY INC COM 69327R101 6,294 507,824 SH   SOLE   507,824 0 0
PERIDOT ACQUISITION CORP UNIT 99/99/9999 G7008A123 2,496 250,000 SH   SOLE   250,000 0 0
PIONEER NAT RES CO COM 723787107 318 3,700 SH   SOLE   3,700 0 0
QUANTA SVCS INC COM 74762E102 942 17,816 SH   SOLE   17,816 0 0
RENEWABLE ENERGY GROUP INC COM NEW 75972A301 9,709 181,750 SH   SOLE   181,750 0 0
ROYAL DUTCH SHELL PLC SPON ADR B 780259107 5,161 213,100 SH   SOLE   213,100 0 0
SCHLUMBERGER LTD COM 806857108 2,987 191,985 SH   SOLE   191,985 0 0
SOUTHWESTERN ENERGY CO COM 845467109 11,232 4,779,534 SH   SOLE   4,779,534 0 0
TARGA RES CORP COM 87612G101 10,403 741,509 SH   SOLE   741,509 0 0
TECHNIPFMC PLC COM G87110105 18,017 2,855,252 SH   SOLE   2,855,252 0 0
TENARIS S A SPONSORED ADS 88031M109 3,709 376,557 SH   SOLE   376,557 0 0
WHITING PETE CORP NEW COM NEW 966387508 32,230 1,864,058 SH   SOLE   1,864,058 0 0
WILLIAMS COS INC COM 969457100 4,966 252,712 SH   SOLE   252,712 0 0