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 6,117 599,730 SH   SOLE   599,730 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100 4,113 137,941 SH   SOLE   137,941 0 0
BAKER HUGHES COMPANY CL A 05722G100 4,070 188,322 SH   SOLE   188,322 0 0
BONANZA CREEK ENERGY INC COM NEW 097793400 13,774 385,491 SH   SOLE   385,491 0 0
CF INDS HLDGS INC COM 125269100 13,431 295,971 SH   SOLE   295,971 0 0
CHAMPIONX CORPORATION COM 15872M104 13,114 603,500 SH   SOLE   603,500 0 0
CHART INDS INC COM 16115Q308 6,237 43,812 SH   SOLE   43,812 0 0
CHENIERE ENERGY INC COM NEW 16411R208 3,437 47,724 SH   SOLE   47,724 0 0
CHESAPEAKE ENERGY CORP COM 165167735 9,701 223,584 SH   SOLE   223,584 0 0
CIMAREX ENERGY CO COM 171798101 38,872 654,520 SH   SOLE   654,520 0 0
CLIMATE CHANGE CRISIS REAL I *W EXP 09/15/202 18716C118 489 150,000 SH   SOLE   150,000 0 0
CLIMATE CHANGE CRISIS REAL I CL A COM 18716C100 3,614 263,797 SH   SOLE   263,797 0 0
CLIMATE REAL IMPACT SLUTINS *W EXP 01/29/202 187171111 17 15,000 SH   SOLE   15,000 0 0
CLIMATE REAL IMPACT SLUTINS COM CL A 187171103 730 75,000 SH   SOLE   75,000 0 0
CONOCOPHILLIPS COM 20825C104 18,683 352,700 SH   SOLE   352,700 0 0
CVR ENERGY INC COM 12662P108 9,400 490,076 SH   SOLE   490,076 0 0
DARLING INGREDIENTS INC COM 237266101 11,729 159,406 SH   SOLE   159,406 0 0
DECARBONIZATION PLUS ACQU CO *W EXP 10/02/202 242797116 339 181,050 SH   SOLE   181,050 0 0
DECARBONIZATION PLUS ACQU CO COM CL A 242797108 7,386 704,059 SH   SOLE   704,059 0 0
DECARBONIZATION PLUS ACQU II UNIT 01/19/2026 242794204 2,012 200,000 SH   SOLE   200,000 0 0
DEVON ENERGY CORP NEW COM 25179M103 44,916 2,055,671 SH   SOLE   2,055,671 0 0
DOW INC COM 260557103 2,963 46,347 SH   SOLE   46,347 0 0
EQT CORP COM 26884L109 3,296 177,384 SH   SOLE   177,384 0 0
FORTISTAR SUSTAINABLE SOL CO *W EXP 01/14/202 34962M114 90 150,000 SH   SOLE   150,000 0 0
FORTISTAR SUSTAINABLE SOL CO COM CL A 34962M106 2,904 300,000 SH   SOLE   300,000 0 0
GRACE W R & CO DEL NEW COM 38388F108 2,411 40,274 SH   SOLE   40,274 0 0
HALLIBURTON CO COM 406216101 3,770 175,657 SH   SOLE   175,657 0 0
HOLLYFRONTIER CORP COM 436106108 3,302 92,279 SH   SOLE   92,279 0 0
HUNTSMAN CORP COM 447011107 15,693 544,329 SH   SOLE   544,329 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 15,890 152,714 SH   SOLE   152,714 0 0
MAGNOLIA OIL & GAS CORP CL A 559663109 8,611 750,089 SH   SOLE   750,089 0 0
MASTEC INC COM 576323109 6,932 73,980 SH   SOLE   73,980 0 0
MATADOR RES CO COM 576485205 3,947 168,300 SH   SOLE   168,300 0 0
NATIONAL ENERGY SERVICES REU SHS G6375R107 818 66,120 SH   SOLE   66,120 0 0
NISOURCE INC COM 65473P105 3,921 162,626 SH   SOLE   162,626 0 0
OCEANEERING INTL INC COM 675232102 6,339 555,106 SH   SOLE   555,106 0 0
OIL STS INTL INC COM 678026105 181 30,020 SH   SOLE   30,020 0 0
OVINTIV INC COM 69047Q102 12,969 544,447 SH   SOLE   544,447 0 0
PBF ENERGY INC CL A 69318G106 14,219 1,004,897 SH   SOLE   1,004,897 0 0
PDC ENERGY INC COM 69327R101 24,424 710,005 SH   SOLE   710,005 0 0
PEMBINA PIPELINE CORP COM 706327103 8,813 305,100 SH   SOLE   305,100 0 0
PERIDOT ACQUISITION CORP *W EXP 11/30/202 G7008A107 254 151,200 SH   SOLE   151,200 0 0
PERIDOT ACQUISITION CORP SHS CL A G7008A115 9,761 916,530 SH   SOLE   916,530 0 0
PERIDOT ACQUISITION CORP II UNIT 99/99/9999 G7008B113 4,244 426,984 SH   SOLE   426,984 0 0
POWER & DIGITAL INFRA ACQ CO UNIT 99/99/9999 739190205 4,048 400,000 SH   SOLE   400,000 0 0
QUANTA SVCS INC COM 74762E102 6,074 69,044 SH   SOLE   69,044 0 0
RICE ACQUISITION CORP *W EXP 10/26/202 762594117 222 150,200 SH   SOLE   150,200 0 0
RICE ACQUISITION CORP COM CL A 762594109 3,138 310,400 SH   SOLE   310,400 0 0
ROYAL DUTCH SHELL PLC SPON ADR B 780259107 2,895 78,600 SH   SOLE   78,600 0 0
SCHLUMBERGER LTD COM 806857108 1,228 45,167 SH   SOLE   45,167 0 0
SPARTAN ACQUISITION CORP II COM 846775104 3,117 297,973 SH   SOLE   297,973 0 0
SPARTAN ACQUISITION CORP III UNIT 99/99/9999 84677R205 3,009 300,000 SH   SOLE   300,000 0 0
STAR PEAK CORP II *W EXP 12/24/202 855179115 37 25,000 SH   SOLE   25,000 0 0
STAR PEAK CORP II COM CL A 855179107 1,011 100,000 SH   SOLE   100,000 0 0
STAR PEAK ENERGY TRANSITION CL A 855185104 10,503 395,152 SH   SOLE   395,152 0 0
SWITCHBACK II CORPORATION *W EXP 01/07/202 G8633T107 20 10,000 SH   SOLE   10,000 0 0
SWITCHBACK II CORPORATION COM CL A G8633T115 519 52,796 SH   SOLE   52,796 0 0
TARGA RES CORP COM 87612G101 26,492 834,394 SH   SOLE   834,394 0 0
TC ENERGY CORP COM 87807B107 4,989 109,044 SH   SOLE   109,044 0 0
TECHNIPFMC PLC COM G87110105 14,361 1,860,229 SH   SOLE   1,860,229 0 0
TENARIS S A SPONSORED ADS 88031M109 2,117 93,300 SH   SOLE   93,300 0 0
UGI CORP NEW COM 902681105 7,066 172,300 SH   SOLE   172,300 0 0
VALERO ENERGY CORP COM 91913Y100 42,185 589,172 SH   SOLE   589,172 0 0
VINE ENERGY INC CL A 92735P103 7,890 574,200 SH   SOLE   574,200 0 0
WESTLAKE CHEM CORP COM 960413102 11,569 130,300 SH   SOLE   130,300 0 0
WHITING PETE CORP NEW COM NEW 966387508 68,316 1,927,114 SH   SOLE   1,927,114 0 0
WILLIAMS COS INC COM 969457100 4,994 210,800 SH   SOLE   210,800 0 0