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 11,939 794,350 SH   SOLE   794,350 0 0
BAKER HUGHES COMPANY CL A 05722G100 12,663 553,680 SH   SOLE   553,680 0 0
BONANZA CREEK ENERGY INC COM NEW 097793400 10,457 222,157 SH   SOLE   222,157 0 0
CF INDS HLDGS INC COM 125269100 17,471 339,571 SH   SOLE   339,571 0 0
CHAMPIONX CORPORATION COM 15872M104 7,862 306,494 SH   SOLE   306,494 0 0
CHART INDS INC COM 16115Q308 9,148 62,523 SH   SOLE   62,523 0 0
CHENIERE ENERGY INC COM NEW 16411R208 28,787 331,874 SH   SOLE   331,874 0 0
CHESAPEAKE ENERGY CORP COM 165167735 5,916 113,945 SH   SOLE   113,945 0 0
CIMAREX ENERGY CO COM 171798101 27,771 383,307 SH   SOLE   383,307 0 0
CLIMATE CHANGE CRISIS REAL I *W EXP 09/15/202 18716C118 612 150,000 SH   SOLE   150,000 0 0
CLIMATE CHANGE CRISIS REAL I CL A COM 18716C100 3,462 230,525 SH   SOLE   230,525 0 0
CLIMATE REAL IMPACT SLUTINS *W EXP 01/29/202 187171111 21 15,000 SH   SOLE   15,000 0 0
CLIMATE REAL IMPACT SLUTINS COM CL A 187171103 740 75,000 SH   SOLE   75,000 0 0
CVR ENERGY INC COM 12662P108 4,949 275,532 SH   SOLE   275,532 0 0
DARLING INGREDIENTS INC COM 237266101 15,748 233,306 SH   SOLE   233,306 0 0
DECARBONIZATION PLUS ACQU CO *W EXP 10/02/202 242797116 415 181,050 SH   SOLE   181,050 0 0
DECARBONIZATION PLUS ACQU CO COM CL A 242797108 7,259 704,059 SH   SOLE   704,059 0 0
DECARBONIZATION PLUS ACQU II *W EXP 01/19/202 242794113 97 66,666 SH   SOLE   66,666 0 0
DECARBONIZATION PLUS ACQU II CLASS A COM 24279D105 3,963 382,200 SH   SOLE   382,200 0 0
DECARBONIZATION PLUS ACQU II COM CL A 242794105 2,572 260,600 SH   SOLE   260,600 0 0
DELEK US HLDGS INC NEW COM 24665A103 10,176 470,667 SH   SOLE   470,667 0 0
DEVON ENERGY CORP NEW COM 25179M103 42,544 1,457,471 SH   SOLE   1,457,471 0 0
DT MIDSTREAM INC COMMON STOCK 23345M107 2,737 70,800 SH   SOLE   70,800 0 0
EQT CORP COM 26884L109 3,181 142,912 SH   SOLE   142,912 0 0
EQUINOR ASA SPONSORED ADR 29446M102 2,538 119,700 SH   SOLE   119,700 0 0
FORTISTAR SUSTAINABLE SOL CO *W EXP 01/14/202 34962M114 168 150,000 SH   SOLE   150,000 0 0
FORTISTAR SUSTAINABLE SOL CO COM CL A 34962M106 2,919 300,000 SH   SOLE   300,000 0 0
HALLIBURTON CO COM 406216101 9,416 407,273 SH   SOLE   407,273 0 0
HUNTSMAN CORP COM 447011107 16,970 639,879 SH   SOLE   639,879 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 5,419 52,681 SH   SOLE   52,681 0 0
MAGNOLIA OIL & GAS CORP CL A 559663109 13,533 865,842 SH   SOLE   865,842 0 0
MARATHON OIL CORP COM 565849106 33,951 2,492,703 SH   SOLE   2,492,703 0 0
MASTEC INC COM 576323109 7,138 67,280 SH   SOLE   67,280 0 0
MATADOR RES CO COM 576485205 15,952 442,988 SH   SOLE   442,988 0 0
NATIONAL ENERGY SERVICES REU SHS G6375R107 2,703 189,714 SH   SOLE   189,714 0 0
NISOURCE INC COM 65473P105 5,296 216,182 SH   SOLE   216,182 0 0
OCEANEERING INTL INC COM 675232102 1,556 99,955 SH   SOLE   99,955 0 0
OLIN CORP COM PAR $1 680665205 8,429 182,216 SH   SOLE   182,216 0 0
OVINTIV INC COM 69047Q102 22,347 710,114 SH   SOLE   710,114 0 0
PBF ENERGY INC CL A 69318G106 12,727 831,856 SH   SOLE   831,856 0 0
PDC ENERGY INC COM 69327R101 23,889 521,704 SH   SOLE   521,704 0 0
PERIDOT ACQUISITION CORP *W EXP 11/30/202 G7008A107 410 151,200 SH   SOLE   151,200 0 0
PERIDOT ACQUISITION CORP SHS CL A G7008A115 13,573 1,114,351 SH   SOLE   1,114,351 0 0
PERIDOT ACQUISITION CORP II *W EXP 04/30/202 G7008B121 95 85,396 SH   SOLE   85,396 0 0
PERIDOT ACQUISITION CORP II SHS CL A G7008B105 4,167 426,984 SH   SOLE   426,984 0 0
PHILLIPS 66 COM 718546104 11,405 132,900 SH   SOLE   132,900 0 0
PIONEER NAT RES CO COM 723787107 2,974 18,300 SH   SOLE   18,300 0 0
POWER & DIGITAL INFRA ACQ CO *W EXP 02/12/202 739190114 139 100,000 SH   SOLE   100,000 0 0
POWER & DIGITAL INFRA ACQ CO COM CL A 739190106 3,932 400,000 SH   SOLE   400,000 0 0
PROPETRO HLDG CORP COM 74347M108 898 98,002 SH   SOLE   98,002 0 0
QUANTA SVCS INC COM 74762E102 6,552 72,344 SH   SOLE   72,344 0 0
RICE ACQUISITION CORP *W EXP 10/26/202 762594117 856 150,200 SH   SOLE   150,200 0 0
RICE ACQUISITION CORP COM CL A 762594109 8,701 482,065 SH   SOLE   482,065 0 0
RICE ACQUISITION CORP II UNIT 99/99/9999 G75529118 4,088 400,000 SH   SOLE   400,000 0 0
ROYAL DUTCH SHELL PLC SPON ADR B 780259107 3,157 81,300 SH   SOLE   81,300 0 0
SM ENERGY CO COM 78454L100 12,751 517,700 SH   SOLE   517,700 0 0
SOUTHWESTERN ENERGY CO COM 845467109 3,308 583,500 SH   SOLE   583,500 0 0
SPARTAN ACQUISITION CORP III *W EXP 02/04/202 84677R114 89 75,000 SH   SOLE   75,000 0 0
SPARTAN ACQUISITION CORP III COM CL A 84677R106 2,934 300,000 SH   SOLE   300,000 0 0
STEM INC COM 85859N102 553 15,344 SH   SOLE   15,344 0 0
TARGA RES CORP COM 87612G101 24,500 551,192 SH   SOLE   551,192 0 0
TC ENERGY CORP COM 87807B107 8,389 169,412 SH   SOLE   169,412 0 0
TECHNIPFMC PLC COM G87110105 14,123 1,560,547 SH   SOLE   1,560,547 0 0
TENARIS S A SPONSORED ADS 88031M109 17,857 815,405 SH   SOLE   815,405 0 0
TETRA TECHNOLOGIES INC DEL COM 88162F105 509 117,210 SH   SOLE   117,210 0 0
VALERO ENERGY CORP COM 91913Y100 35,391 453,260 SH   SOLE   453,260 0 0
VINE ENERGY INC CL A 92735P103 3,232 207,342 SH   SOLE   207,342 0 0
WESTLAKE CHEM CORP COM 960413102 13,613 151,100 SH   SOLE   151,100 0 0
WHITING PETE CORP NEW COM NEW 966387508 61,883 1,134,432 SH   SOLE   1,134,432 0 0