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
ANTERO RESOURCES CORP COM 03674X106 50,878 9,335,394 SH   SOLE   9,335,394 0 0
CANADIAN SOLAR INC COM 136635109 10,054 196,219 SH   SOLE   196,219 0 0
CIMAREX ENERGY CO COM 171798101 62,900 1,676,875 SH   SOLE   1,676,875 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101 7,280 500,000 SH   SOLE   500,000 0 0
CONCHO RES INC COM 20605P101 28 554,700 SH Call OTR   0 0 554,700
CVR ENERGY INC COM 12662P108 7,544 506,320 SH   SOLE   506,320 0 0
DEVON ENERGY CORP NEW COM 25179M103 4,384 277,276 SH   SOLE   277,276 0 0
ENERPLUS CORP COM 292766102 66,322 21,211,604 SH   SOLE   21,211,604 0 0
ENPHASE ENERGY INC COM 29355A107 2,513 750,000 SH Put OTR   0 0 750,000
EQT CORP COM 26884L109 43,436 3,417,461 SH   SOLE   3,417,461 0 0
EQT CORP COM 26884L109 250 3,100,000 SH Call OTR   0 0 3,100,000
EQUITRANS MIDSTREAM CORP COM 294600101 40,312 5,013,917 SH   SOLE   5,013,917 0 0
FIRST SOLAR INC COM 336433107 761 150,000 SH Put OTR   0 0 150,000
FLUOR CORP NEW COM 343412102 29,051 1,819,106 SH   SOLE   1,819,106 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 19,981 1,179,523 SH   SOLE   1,179,523 0 0
HOLLYFRONTIER CORP COM 436106108 36,024 1,393,589 SH   SOLE   1,393,589 0 0
MACQUARIE INFRASTRUCTURE COR COM 55608B105 33,751 898,827 SH   SOLE   898,827 0 0
MACQUARIE INFRASTRUCTURE COR COM 55608B105 400 1,000,000 SH Call OTR   0 0 1,000,000
OCCIDENTAL PETE CORP COM 674599105 161 4,181,000 SH Put OTR   0 0 4,181,000
PARSLEY ENERGY INC CL A 701877102 29 582,300 SH Call OTR   0 0 582,300
PDC ENERGY INC COM 69327R101 16,113 784,868 SH   SOLE   784,868 0 0
PETROLEO BRASILEIRO SA PETRO SP ADR NON VTG 71654V101 33,405 3,020,351 SH   SOLE   3,020,351 0 0
PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207 14,256 1,687,086 SH   SOLE   1,687,086 0 0
QEP RESOURCES INC COM 74733V100 32,642 13,657,842 SH   SOLE   13,657,842 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 4,218 163,800 SH Put OTR   0 0 163,800
TECK RESOURCES LTD CL B 878742204 40,824 2,249,268 SH   SOLE   2,249,268 0 0
TECK RESOURCES LTD CL B 878742204 1,813 2,000,000 SH Call OTR   0 0 2,000,000
TESLA INC COM 88160R101 7,410 10,500 SH   SOLE   10,500 0 0
VISTRA CORP COM 92840M102 1,022 52,000 SH   SOLE   52,000 0 0
WARRIOR MET COAL INC COM 93627C101 28,032 1,314,834 SH   SOLE   1,314,834 0 0
WESTROCK CO COM 96145D105 41,031 942,598 SH   SOLE   942,598 0 0
WILLIAMS COS INC COM 969457100 12,968 646,785 SH   SOLE   646,785 0 0
WILLIAMS COS INC COM 969457100 1,501 1,830,000 SH Call OTR   0 0 1,830,000
WPX ENERGY INC COM 98212B103 38,770 4,757,068 SH   SOLE   4,757,068 0 0