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 7,174 392,465 SH   SOLE   392,465 0 0
AES CORP COM 00130H105 47,363 2,074,610 SH   SOLE   2,074,610 0 0
ALBEMARLE CORP COM 012653101 21,085 96,290 SH   SOLE   96,290 0 0
ANTERO RESOURCES CORP COM 03674X106 30,205 1,605,807 SH   SOLE   1,605,807 0 0
ANTERO RESOURCES CORP COM 03674X106 9,405 500,000 SH Put SOLE   500,000 0 0
APTIV PLC SHS G6095L109 6,433 43,185 SH   SOLE   43,185 0 0
ARCHAEA ENERGY INC COM CL A 03940F103 29,734 1,569,902 SH   SOLE   1,569,902 0 0
CALIFORNIA RES CORP COM STOCK 13057Q305 18,450 450,000 SH   SOLE   450,000 0 0
CENOVUS ENERGY INC COM 15135U109 26,993 2,683,250 SH   SOLE   2,683,250 0 0
CHAMPIONX CORPORATION COM 15872M104 5,791 258,967 SH   SOLE   258,967 0 0
CHART INDS INC COM 16115Q308 617 3,229 SH   SOLE   3,229 0 0
CLEARWAY ENERGY INC CL C 18539C204 766 25,300 SH   SOLE   25,300 0 0
CONOCOPHILLIPS COM 20825C104 52,872 780,169 SH   SOLE   780,169 0 0
DARLING INGREDIENTS INC COM 237266101 32,862 457,047 SH   SOLE   457,047 0 0
DENBURY INC COM 24790A101 20,034 285,179 SH   SOLE   285,179 0 0
DEVON ENERGY CORP NEW COM 25179M103 37,074 1,044,057 SH   SOLE   1,044,057 0 0
EQUINOR ASA SPONSORED ADR 29446M102 20,018 785,000 SH   SOLE   785,000 0 0
EVGO INC CL A COM 30052F100 4,104 503,555 SH   SOLE   503,555 0 0
EXXON MOBIL CORP COM 30231G102 21,117 359,012 SH   SOLE   359,012 0 0
GENERAC HLDGS INC COM 368736104 791 1,935 SH   SOLE   1,935 0 0
MARATHON OIL CORP COM 565849106 35,542 2,600,000 SH   SOLE   2,600,000 0 0
MPLX LP COM UNIT REP LTD 55336V100 1,424 50,000 SH   SOLE   50,000 0 0
OVINTIV INC COM 69047Q102 57,046 1,734,961 SH   SOLE   1,734,961 0 0
PIONEER NAT RES CO COM 723787107 42,677 256,300 SH   SOLE   256,300 0 0
QUANTA SVCS INC COM 74762E102 582 5,117 SH   SOLE   5,117 0 0
RICE ACQUISITION CORP II UNIT 99/99/9999 G75529118 1,814 176,104 SH   SOLE   176,104 0 0
ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 31,750 712,365 SH   SOLE   712,365 0 0
SCHLUMBERGER LTD COM STK 806857108 52,018 1,754,983 SH   SOLE   1,754,983 0 0
SUNNOVA ENERGY INTL INC. COM 86745K104 24,832 753,852 SH   SOLE   753,852 0 0
SUNRUN INC COM 86771W105 8,564 194,627 SH   SOLE   194,627 0 0
TARGA RES CORP COM 87612G101 37,973 771,660 SH   SOLE   771,660 0 0
TE CONNECTIVITY LTD REG SHS H84989104 720 5,250 SH   SOLE   5,250 0 0
VALERO ENERGY CORP COM 91913Y100 22,681 321,397 SH   SOLE   321,397 0 0