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
AES CORP COM 00130H105 36,448 1,550,990 SH   SOLE   1,550,990 0 0
ANTERO RESOURCES CORP COM 03674X106 5,881 1,079,017 SH   SOLE   1,079,017 0 0
APACHE CORP COM 037411105 10,790 760,364 SH   SOLE   760,364 0 0
BAKER HUGHES COMPANY CL A 05722G100 11,611 556,882 SH   SOLE   556,882 0 0
BUNGE LIMITED COM G16962105 24,372 371,631 SH   SOLE   371,631 0 0
CANADIAN NAT RES LTD COM 136385101 27,059 1,125,104 SH   SOLE   1,125,104 0 0
CHAMPIONX CORPORATION COM 15872M104 15,332 1,002,114 SH   SOLE   1,002,114 0 0
CHART INDS INC COM PAR $0.01 16115Q308 8,395 71,268 SH   SOLE   71,268 0 0
CIMAREX ENERGY CO COM 171798101 26,362 702,803 SH   SOLE   702,803 0 0
CLEAN ENERGY FUELS CORP COM 184499101 1,965 250,000 SH   SOLE   250,000 0 0
DARLING INGREDIENTS INC COM 237266101 32,704 566,983 SH   SOLE   566,983 0 0
ENPHASE ENERGY INC COM 29355A107 9,897 56,401 SH   SOLE   56,401 0 0
EQT CORP COM 26884L109 15,382 1,210,245 SH   SOLE   1,210,245 0 0
FREEPORT-MCMORAN INC CL B 35671D857 3,810 146,407 SH   SOLE   146,407 0 0
HESS CORP COM 42809H107 12,992 246,110 SH   SOLE   246,110 0 0
OVINTIV INC COM 69047Q102 2,154 150,000 SH   SOLE   150,000 0 0
PARSLEY ENERGY INC CL A 701877102 24,969 1,758,410 SH   SOLE   1,758,410 0 0
PIONEER NAT RES CO COM 723787107 23,937 210,174 SH   SOLE   210,174 0 0
PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207 8,545 1,011,221 SH   SOLE   1,011,221 0 0
QUANTA SVCS INC COM 74762E102 13,600 188,832 SH   SOLE   188,832 0 0
ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 11,575 329,394 SH   SOLE   329,394 0 0
STAR PEAK ENERGY TRANSITION CL A 855185104 9,388 458,846 SH   SOLE   458,846 0 0
SUNNOVA ENERGY INTL INC. COM 86745K104 34,869 772,628 SH   SOLE   772,628 0 0
SWITCHBACK ENERGY ACQUISTN C COM CL A 87105M102 2,379 59,348 SH   SOLE   59,348 0 0
TPG PACE BEN FIN CORP CL A COM G8990D125 6,597 255,000 SH   SOLE   255,000 0 0
VALERO ENERGY CORP COM 91913Y100 4,513 79,772 SH   SOLE   79,772 0 0
WHITING PETE CORP NEW COM NEW 966387508 2,970 118,783 SH   SOLE   118,783 0 0