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 16,060 853,789 SH   SOLE   853,789 0 0
ARCHAEA ENERGY INC *W EXP 10/26/202 03940F111 1,102 150,200 SH   SOLE   150,200 0 0
ARCHAEA ENERGY INC COM CL A 03940F103 8,558 451,865 SH   SOLE   451,865 0 0
AVIENT CORPORATION COM 05368V106 1,238 26,700 SH   SOLE   26,700 0 0
BAKER HUGHES COMPANY CL A 05722G100 458 18,515 SH   SOLE   18,515 0 0
BUNGE LIMITED COM G16962105 20,399 250,846 SH   SOLE   250,846 0 0
CF INDS HLDGS INC COM 125269100 14,573 261,071 SH   SOLE   261,071 0 0
CHAMPIONX CORPORATION COM 15872M104 18,105 809,725 SH   SOLE   809,725 0 0
CHART INDS INC COM 16115Q308 223 1,168 SH   SOLE   1,168 0 0
CHENIERE ENERGY INC COM NEW 16411R208 27,973 286,403 SH   SOLE   286,403 0 0
CHESAPEAKE ENERGY CORP COM 165167735 9,214 149,600 SH   SOLE   149,600 0 0
CIMAREX ENERGY CO COM 171798101 24,944 286,052 SH   SOLE   286,052 0 0
CLIMATE REAL IMPACT SLUTINS *W EXP 01/29/202 187171111 16 15,000 SH   SOLE   15,000 0 0
CLIMATE REAL IMPACT SLUTINS COM CL A 187171103 734 75,000 SH   SOLE   75,000 0 0
CONOCOPHILLIPS COM 20825C104 26,383 389,300 SH   SOLE   389,300 0 0
DECARBONIZATION PLUS ACQU II *W EXP 01/19/202 242794113 82 66,666 SH   SOLE   66,666 0 0
DECARBONIZATION PLUS ACQU II CLASS A COM 24279D105 1,193 118,700 SH   SOLE   118,700 0 0
DECARBONIZATION PLUS ACQU II COM CL A 242794105 3,078 311,200 SH   SOLE   311,200 0 0
DELEK US HLDGS INC NEW COM 24665A103 16,989 945,393 SH   SOLE   945,393 0 0
DEVON ENERGY CORP NEW COM 25179M103 33,585 945,795 SH   SOLE   945,795 0 0
DIAMONDBACK ENERGY INC COM 25278X109 23,733 250,690 SH   SOLE   250,690 0 0
DT MIDSTREAM INC COMMON STOCK 23345M107 9,903 214,168 SH   SOLE   214,168 0 0
FORTISTAR SUSTAINABLE SOL CO *W EXP 01/14/202 34962M114 102 150,000 SH   SOLE   150,000 0 0
FORTISTAR SUSTAINABLE SOL CO COM CL A 34962M106 2,931 300,000 SH   SOLE   300,000 0 0
FRANKS INTL N V COM N33462107 1,389 472,385 SH   SOLE   472,385 0 0
GENERAC HLDGS INC COM 368736104 3,433 8,400 SH   SOLE   8,400 0 0
HALLIBURTON CO COM 406216101 9,028 417,560 SH   SOLE   417,560 0 0
HUNTSMAN CORP COM 447011107 14,652 495,179 SH   SOLE   495,179 0 0
HYZON MOTORS INC *W EXP 10/02/202 44951Y110 259 181,050 SH   SOLE   181,050 0 0
HYZON MOTORS INC COM CL A 44951Y102 1,499 215,944 SH   SOLE   215,944 0 0
INFRA AND ENERGY ALTRNTIVE I COM 45686J104 842 73,650 SH   SOLE   73,650 0 0
LI-CYCLE HOLDINGS CORP *W EXP 08/10/202 50202P113 594 247,480 SH   SOLE   247,480 0 0
LI-CYCLE HOLDINGS CORP COMMON SHARES 50202P105 14,109 1,205,861 SH   SOLE   1,205,861 0 0
MAGNOLIA OIL & GAS CORP CL A 559663109 7,573 425,672 SH   SOLE   425,672 0 0
MARATHON OIL CORP COM 565849106 29,656 2,169,403 SH   SOLE   2,169,403 0 0
MARATHON PETE CORP COM 56585A102 23,410 378,742 SH   SOLE   378,742 0 0
MASTEC INC COM 576323109 5,805 67,280 SH   SOLE   67,280 0 0
MATADOR RES CO COM 576485205 21,831 573,888 SH   SOLE   573,888 0 0
MDU RES GROUP INC COM 552690109 8,053 271,420 SH   SOLE   271,420 0 0
NATIONAL ENERGY SERVICES REU SHS G6375R107 4,294 342,958 SH   SOLE   342,958 0 0
NEXTIER OILFIELD SOLUTIONS COM 65290C105 3,787 823,356 SH   SOLE   823,356 0 0
OCEANEERING INTL INC COM 675232102 1,809 135,784 SH   SOLE   135,784 0 0
OLIN CORP COM PAR $1 680665205 21,838 452,600 SH   SOLE   452,600 0 0
OVINTIV INC COM 69047Q102 22,411 681,614 SH   SOLE   681,614 0 0
PBF ENERGY INC CL A 69318G106 1,909 147,200 SH   SOLE   147,200 0 0
PDC ENERGY INC COM 69327R101 21,131 445,904 SH   SOLE   445,904 0 0
PERIDOT ACQUISITION CORP II *W EXP 04/30/202 G7008B121 69 85,396 SH   SOLE   85,396 0 0
PERIDOT ACQUISITION CORP II SHS CL A G7008B105 4,146 426,984 SH   SOLE   426,984 0 0
PHILLIPS 66 COM 718546104 14,399 205,610 SH   SOLE   205,610 0 0
POWER & DIGITAL INFRA ACQ CO *W EXP 02/12/202 739190114 248 100,000 SH   SOLE   100,000 0 0
POWER & DIGITAL INFRA ACQ CO COM CL A 739190106 4,044 400,000 SH   SOLE   400,000 0 0
QUANTA SVCS INC COM 74762E102 11,683 102,644 SH   SOLE   102,644 0 0
RICE ACQUISITION CORP II *W EXP 99/99/999 G75529126 160 100,000 SH   SOLE   100,000 0 0
RICE ACQUISITION CORP II SHS CL A G75529100 3,964 400,000 SH   SOLE   400,000 0 0
ROYAL DUTCH SHELL PLC SPON ADR B 780259107 624 14,100 SH   SOLE   14,100 0 0
SM ENERGY CO COM 78454L100 7,715 292,439 SH   SOLE   292,439 0 0
SPARTAN ACQUISITION CORP III *W EXP 02/04/202 84677R114 83 75,000 SH   SOLE   75,000 0 0
SPARTAN ACQUISITION CORP III COM CL A 84677R106 2,964 300,000 SH   SOLE   300,000 0 0
STEM INC COM 85859N102 4,936 206,596 SH   SOLE   206,596 0 0
SUNCOR ENERGY INC NEW COM 867224107 19,973 963,000 SH   SOLE   963,000 0 0
TARGA RES CORP COM 87612G101 34,738 705,908 SH   SOLE   705,908 0 0
TECHNIPFMC PLC COM G87110105 7,033 933,944 SH   SOLE   933,944 0 0
TENARIS S A SPONSORED ADS 88031M109 26,268 1,244,316 SH   SOLE   1,244,316 0 0
TETRA TECHNOLOGIES INC DEL COM 88162F105 271 86,710 SH   SOLE   86,710 0 0
VINE ENERGY INC CL A 92735P103 5,048 306,521 SH   SOLE   306,521 0 0
VOLTA INC COM CL A 92873V102 547 63,200 SH   SOLE   63,200 0 0
WESTLAKE CHEM CORP COM 960413102 11,531 126,525 SH   SOLE   126,525 0 0
WHITING PETE CORP NEW COM NEW 966387508 40,985 701,679 SH   SOLE   701,679 0 0