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
AEMETIS INC COM NEW 00770K202 7,175 642,342 SH   SOLE   642,342 0 0
AES CORP COM 00130H105 24,418 936,641 SH   SOLE   936,641 0 0
ALBEMARLE CORP COM 012653101 15,915 94,475 SH   SOLE   94,475 0 0
ALTO INGREDIENTS INC COM 021513106 81 13,310 SH   SOLE   13,310 0 0
ANTERO RESOURCES CORP COM 03674X106 20,922 1,392,043 SH   SOLE   1,392,043 0 0
APA CORPORATION COM 03743Q108 17,802 823,015 SH   SOLE   823,015 0 0
BAKER HUGHES COMPANY CL A 05722G100 348 15,197 SH   SOLE   15,197 0 0
CANADIAN NAT RES LTD COM 136385101 14,303 394,248 SH   SOLE   394,248 0 0
CENOVUS ENERGY INC COM 15135U109 20,916 2,183,250 SH   SOLE   2,183,250 0 0
CHAMPIONX CORPORATION COM 15872M104 15,363 598,953 SH   SOLE   598,953 0 0
CHENIERE ENERGY INC COM NEW 16411R208 402 4,632 SH   SOLE   4,632 0 0
CHESAPEAKE ENERGY CORP COM 165167735 245 4,718 SH   SOLE   4,718 0 0
CIMAREX ENERGY CO COM 171798101 517 7,139 SH   SOLE   7,139 0 0
CLIMATE CHANGE CRISIS REAL I CL A COM 18716C100 7,504 499,608 SH   SOLE   499,608 0 0
CONOCOPHILLIPS COM 20825C104 34,305 563,298 SH   SOLE   563,298 0 0
DARLING INGREDIENTS INC COM 237266101 34,379 509,324 SH   SOLE   509,324 0 0
DENBURY INC COM 24790A101 23,173 301,813 SH   SOLE   301,813 0 0
DEVON ENERGY CORP NEW COM 25179M103 27,396 938,542 SH   SOLE   938,542 0 0
ENPHASE ENERGY INC COM 29355A107 3,702 20,158 SH   SOLE   20,158 0 0
EXXON MOBIL CORP COM 30231G102 31,891 505,571 SH   SOLE   505,571 0 0
HALLIBURTON CO COM 406216101 13,872 600,000 SH   SOLE   600,000 0 0
HESS CORP COM 42809H107 10,917 125,022 SH   SOLE   125,022 0 0
OVINTIV INC COM 69047Q102 51,687 1,642,412 SH   SOLE   1,642,412 0 0
PRIMORIS SVCS CORP COM 74164F103 8,921 303,119 SH   SOLE   303,119 0 0
RICE ACQUISITION CORP COM CL A 762594109 27,126 1,502,830 SH   SOLE   1,502,830 0 0
RICE ACQUISITION CORP II UNIT 99/99/9999 G75529118 1,686 165,000 SH   SOLE   165,000 0 0
ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 19,695 487,490 SH   SOLE   487,490 0 0
SCHLUMBERGER LTD COM STK 806857108 44,159 1,379,539 SH   SOLE   1,379,539 0 0
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 1,952 54,997 SH   SOLE   54,997 0 0
SPDR SER TR S&P OILGAS EXP 78468R556 6,911 71,471 SH   SOLE   71,471 0 0
SUNNOVA ENERGY INTL INC. COM 86745K104 31,819 844,901 SH   SOLE   844,901 0 0
SUNRUN INC COM 86771W105 15,187 272,262 SH   SOLE   272,262 0 0
TARGA RES CORP COM 87612G101 7,764 174,660 SH   SOLE   174,660 0 0
VALERO ENERGY CORP COM 91913Y100 26,249 336,185 SH   SOLE   336,185 0 0