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 4,827 392,465 SH   SOLE   392,465 0 0
AES CORP COM 00130H105 53,040 2,182,699 SH   SOLE   2,182,699 0 0
ALBEMARLE CORP COM 012653101 22,510 96,290 SH   SOLE   96,290 0 0
ALCOA CORP COM 013872106 6,286 105,500 SH   SOLE   105,500 0 0
ANTERO RESOURCES CORP COM 03674X106 15,560 889,115 SH   SOLE   889,115 0 0
ANTERO RESOURCES CORP COM 03674X106 8,750 500,000 SH Put SOLE   500,000 0 0
APTIV PLC SHS G6095L109 20,567 124,685 SH   SOLE   124,685 0 0
ARCHAEA ENERGY INC COM CL A 03940F103 28,807 1,575,902 SH   SOLE   1,575,902 0 0
BAKER HUGHES COMPANY CL A 05722G100 2,406 100,000 SH   SOLE   100,000 0 0
CALIFORNIA RES CORP COM STOCK 13057Q305 13,851 324,296 SH   SOLE   324,296 0 0
CENOVUS ENERGY INC COM 15135U109 37,248 3,033,250 SH   SOLE   3,033,250 0 0
CHENIERE ENERGY INC COM NEW 16411R208 33,469 330,000 SH   SOLE   330,000 0 0
CLEARWAY ENERGY INC CL C 18539C204 623 17,300 SH   SOLE   17,300 0 0
CONOCOPHILLIPS COM 20825C104 65,920 913,268 SH   SOLE   913,268 0 0
DARLING INGREDIENTS INC COM 237266101 24,853 358,682 SH   SOLE   358,682 0 0
DENBURY INC COM 24790A101 6,282 82,018 SH   SOLE   82,018 0 0
EOG RES INC COM 26875P101 27,981 315,000 SH   SOLE   315,000 0 0
EXXON MOBIL CORP COM 30231G102 33,107 541,054 SH   SOLE   541,054 0 0
FLUENCE ENERGY INC COM CL A 34379V103 30,048 845,000 SH   SOLE   845,000 0 0
GENERAC HLDGS INC COM 368736104 29,009 82,432 SH   SOLE   82,432 0 0
KOSMOS ENERGY LTD COM 500688106 12,975 3,750,000 SH   SOLE   3,750,000 0 0
LI-CYCLE HOLDINGS CORP COMMON SHARES 50202P105 2,291 230,000 SH   SOLE   230,000 0 0
MARATHON OIL CORP COM 565849106 49,387 3,007,764 SH   SOLE   3,007,764 0 0
MPLX LP COM UNIT REP LTD 55336V100 2,489 84,129 SH   SOLE   84,129 0 0
NXP SEMICONDUCTORS N V COM N6596X109 727 3,190 SH   SOLE   3,190 0 0
OCCIDENTAL PETE CORP COM 674599105 3,769 130,000 SH   SOLE   130,000 0 0
OLIN CORP COM PAR $1 680665205 28,760 500,000 SH   SOLE   500,000 0 0
OVINTIV INC COM 69047Q102 70,472 2,091,172 SH   SOLE   2,091,172 0 0
PHILLIPS 66 COM 718546104 52,443 723,750 SH   SOLE   723,750 0 0
PIEDMONT LITHIUM INC COM 72016P105 15,587 297,120 SH   SOLE   297,120 0 0
QUANTA SVCS INC COM 74762E102 587 5,117 SH   SOLE   5,117 0 0
RICE ACQUISITION CORP II UNIT 99/99/9999 G75529118 1,851 176,104 SH   SOLE   176,104 0 0
ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 27,833 641,304 SH   SOLE   641,304 0 0
SCHLUMBERGER LTD COM STK 806857108 60,482 2,019,434 SH   SOLE   2,019,434 0 0
SUNCOR ENERGY INC NEW COM 867224107 42,926 1,715,000 SH   SOLE   1,715,000 0 0
SUNNOVA ENERGY INTL INC. COM 86745K104 15,673 561,352 SH   SOLE   561,352 0 0
TARGA RES CORP COM 87612G101 56,595 1,083,365 SH   SOLE   1,083,365 0 0
TE CONNECTIVITY LTD SHS H84989104 984 6,100 SH   SOLE   6,100 0 0
VALERO ENERGY CORP COM 91913Y100 24,140 321,397 SH   SOLE   321,397 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104 7,618 185,000 SH   SOLE   185,000 0 0