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 1,881 152,965 SH   SOLE   152,965 0 0
ARCLIGHT CLEAN TRANSITION II CLASS A ORD SHS G0R21B104 6,092 610,400 SH   SOLE   610,400 0 0
DENBURY INC COM 24790A101 9,790 127,827 SH   SOLE   127,827 0 0
HOLLYFRONTIER CORP COM 436106108 2,742 83,660 SH   SOLE   83,660 0 0
NEW FORTRESS ENERGY INC COM CL A 644393100 610 25,277 SH   SOLE   25,277 0 0
NEXTDECADE CORP COM 65342K105 1,087 381,452 SH   SOLE   381,452 0 0
NORTHERN OIL AND GAS INC MN COM 665531307 9,984 485,154 SH   SOLE   485,154 0 0
OASIS PETROLEUM INC COM NEW 674215207 21,021 166,849 SH   SOLE   166,849 0 0
PBF ENERGY INC CL A 69318G106 4,492 346,356 SH   SOLE   346,356 0 0
PDC ENERGY INC COM 69327R101 28,846 591,340 SH   SOLE   591,340 0 0
RICE ACQUISITION CORP II UNIT 99/99/9999 G75529118 1,195 113,743 SH   SOLE   113,743 0 0
SCORPIO TANKERS INC SHS Y7542C130 421 32,857 SH   SOLE   32,857 0 0
VALERO ENERGY CORP COM 91913Y100 13,599 181,051 SH   SOLE   181,051 0 0