The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| CF INDS HLDGS INC | CALL | 125269900 | 10,306 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| CF INDS HLDGS INC | CALL | 125269900 | 3,948 | 42,000 | SH | SOLE | 42,000 | 0 | 0 | ||
| CF INDS HLDGS INC | CALL | 125269900 | 2,061 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| CIVITAS RESOURCES INC | COM NEW | 17888H103 | 4,230 | 70,837 | SH | SOLE | 70,837 | 0 | 0 | ||
| DELEK US HLDGS INC NEW | COM | 24665A103 | 1,777 | 83,733 | SH | SOLE | 83,733 | 0 | 0 | ||
| DENBURY INC | COM | 24790A101 | 12,616 | 160,572 | SH | SOLE | 160,572 | 0 | 0 | ||
| DOW INC | COM | 260557103 | 6,372 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| MARATHON PETE CORP | COM | 56585A102 | 10,157 | 118,799 | SH | SOLE | 118,799 | 0 | 0 | ||
| MOSAIC CO NEW | COM | 61945C103 | 2,958 | 44,487 | SH | SOLE | 44,487 | 0 | 0 | ||
| NEW FORTRESS ENERGY INC | COM CL A | 644393100 | 988 | 23,179 | SH | SOLE | 23,179 | 0 | 0 | ||
| OASIS PETROLEUM INC | COM NEW | 674215207 | 4,585 | 31,339 | SH | SOLE | 31,339 | 0 | 0 | ||
| PBF ENERGY INC | CL A | 69318G106 | 16,086 | 660,077 | SH | SOLE | 660,077 | 0 | 0 | ||
| PBF ENERGY INC | CALL | 69318G906 | 2,437 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| PBF ENERGY INC | CALL | 69318G906 | 2,534 | 104,000 | SH | SOLE | 104,000 | 0 | 0 | ||
| PHILLIPS 66 | COM | 718546104 | 6,911 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| RICE ACQUISITION CORP II | UNIT 99/99/9999 | G75529118 | 1,137 | 113,743 | SH | SOLE | 113,743 | 0 | 0 | ||
| RING ENERGY INC | COM | 76680V108 | 2,114 | 553,505 | SH | SOLE | 553,505 | 0 | 0 | ||
| SCORPIO TANKERS INC | SHS | Y7542C130 | 577 | 26,992 | SH | SOLE | 26,992 | 0 | 0 | ||
| SM ENERGY CO | COM | 78454L100 | 13,495 | 346,464 | SH | SOLE | 346,464 | 0 | 0 | ||
| VANGUARD INDEX FDS | CALL | 922908903 | 83,034 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||