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
AES CORP COM 00130H105 7,558 359,736 SH   SOLE   359,736 0 0
AIR PRODS & CHEMS INC COM 009158106 1,900 7,900 SH   SOLE   7,900 0 0
ANTERO RESOURCES CORP COM 03674X106 4,236 138,202 SH   SOLE   138,202 0 0
APA CORPORATION COM 03743Q108 4,506 129,100 SH   SOLE   129,100 0 0
ARCHAEA ENERGY INC COM CL A 03940F103 5,811 374,175 SH   SOLE   374,175 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100 2,348 213,252 SH   SOLE   213,252 0 0
AVIENT CORPORATION COM 05368V106 5,299 132,213 SH   SOLE   132,213 0 0
BLOOM ENERGY CORP COM CL A 093712107 561 34,000 SH   SOLE   34,000 0 0
BP PLC SPONSORED ADR 055622104 23,613 832,900 SH   SOLE   832,900 0 0
BUNGE LIMITED COM G16962105 15,989 176,300 SH   SOLE   176,300 0 0
CABOT CORP COM 127055101 1,614 25,300 SH   SOLE   25,300 0 0
CALIFORNIA RES CORP COM STOCK 13057Q305 1,882 48,894 SH   SOLE   48,894 0 0
CENTENNIAL RESOURCE DEV INC CL A 15136A102 8,999 1,504,836 SH   SOLE   1,504,836 0 0
CHART INDS INC COM 16115Q308 1,258 7,513 SH   SOLE   7,513 0 0
CHEMOURS CO COM 163851108 1,883 58,800 SH   SOLE   58,800 0 0
CHENIERE ENERGY INC COM NEW 16411R208 32,275 242,613 SH   SOLE   242,613 0 0
CHESAPEAKE ENERGY CORP COM 165167735 34,924 430,624 SH   SOLE   430,624 0 0
CLIMATE REAL IMPACT SLUTINS *W EXP 01/29/202 187171111 3 15,000 SH   SOLE   15,000 0 0
CLIMATE REAL IMPACT SLUTINS COM CL A 187171103 737 75,000 SH   SOLE   75,000 0 0
CONOCOPHILLIPS COM 20825C104 20,851 232,172 SH   SOLE   232,172 0 0
CONTINENTAL RES INC COM 212015101 15,775 241,400 SH   SOLE   241,400 0 0
DARLING INGREDIENTS INC COM 237266101 19,560 327,094 SH   SOLE   327,094 0 0
DELEK US HLDGS INC NEW COM 24665A103 21,246 822,200 SH   SOLE   822,200 0 0
DIAMONDBACK ENERGY INC COM 25278X109 23,588 194,700 SH   SOLE   194,700 0 0
DUPONT DE NEMOURS INC COM 26614N102 4,747 85,400 SH   SOLE   85,400 0 0
ENERPLUS CORP COM 292766102 29,955 2,266,700 SH   SOLE   2,266,700 0 0
ENETI INC COM Y2294C107 1,726 281,100 SH   SOLE   281,100 0 0
ENI S P A SPONSORED ADR 26874R108 2,893 121,500 SH   SOLE   121,500 0 0
EQT CORP COM 26884L109 4,042 117,495 SH   SOLE   117,495 0 0
EXCELERATE ENERGY INC CL A COM 30069T101 9,755 489,733 SH   SOLE   489,733 0 0
FORTISTAR SUSTAINABLE SOL CO *W EXP 01/14/202 34962M114 19 150,000 SH   SOLE   150,000 0 0
FORTISTAR SUSTAINABLE SOL CO COM CL A 34962M106 2,943 300,000 SH   SOLE   300,000 0 0
HALLIBURTON CO COM 406216101 7,692 245,295 SH   SOLE   245,295 0 0
HELIX ENERGY SOLUTIONS GRP I COM 42330P107 2,571 829,194 SH   SOLE   829,194 0 0
HF SINCLAIR CORP COM 403949100 37,211 823,974 SH   SOLE   823,974 0 0
HUNTSMAN CORP COM 447011107 4,173 147,200 SH   SOLE   147,200 0 0
KINDER MORGAN INC DEL COM 49456B101 5,256 313,621 SH   SOLE   313,621 0 0
LAREDO PETROLEUM INC COM 516806205 2,902 42,100 SH   SOLE   42,100 0 0
LI-CYCLE HOLDINGS CORP COMMON SHARES 50202P105 17,088 2,483,785 SH   SOLE   2,483,785 0 0
LIBERTY ENERGY INC COM CL A 53115L104 5,152 403,739 SH   SOLE   403,739 0 0
MARATHON OIL CORP COM 565849106 29,606 1,317,008 SH   SOLE   1,317,008 0 0
MASTEC INC COM 576323109 3,597 50,200 SH   SOLE   50,200 0 0
MATADOR RES CO COM 576485205 3,928 84,300 SH   SOLE   84,300 0 0
NATIONAL ENERGY SERVICES REU SHS G6375R107 1,631 240,585 SH   SOLE   240,585 0 0
NEXTIER OILFIELD SOLUTIONS COM 65290C105 4,896 514,850 SH   SOLE   514,850 0 0
NOBLE CORP NEW SHS G6610J209 1,653 65,200 SH   SOLE   65,200 0 0
NUTRIEN LTD COM 67077M108 4,901 61,500 SH   SOLE   61,500 0 0
OASIS PETROLEUM INC COM NEW 674215207 3,425 28,152 SH   SOLE   28,152 0 0
OCEANEERING INTL INC COM 675232102 5,334 499,469 SH   SOLE   499,469 0 0
OLIN CORP COM PAR $1 680665205 10,464 226,100 SH   SOLE   226,100 0 0
OVINTIV INC COM 69047Q102 23,311 527,523 SH   SOLE   527,523 0 0
PBF ENERGY INC CL A 69318G106 24,497 844,129 SH   SOLE   844,129 0 0
PDC ENERGY INC COM 69327R101 13,290 215,711 SH   SOLE   215,711 0 0
PERIDOT ACQUISITION CORP II *W EXP 04/30/202 G7008B121 15 85,396 SH   SOLE   85,396 0 0
PERIDOT ACQUISITION CORP II SHS CL A G7008B105 4,440 452,584 SH   SOLE   452,584 0 0
PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207 4,786 463,720 SH   SOLE   463,720 0 0
POWER & DIGITAL INFRASTRUCTU *W EXP 12/09/202 73919C118 33 175,000 SH   SOLE   175,000 0 0
POWER & DIGITAL INFRASTRUCTU CLASS A COM 73919C100 3,444 350,000 SH   SOLE   350,000 0 0
PROFRAC HLDG CORP CLASS A COM 74319N100 4,642 253,500 SH   SOLE   253,500 0 0
PROPETRO HLDG CORP COM 74347M108 2,298 229,799 SH   SOLE   229,799 0 0
QUANTUMSCAPE CORP COM CL A 74767V109 3,378 393,300 SH   SOLE   393,300 0 0
RICE ACQUISITION CORP II *W EXP 99/99/999 G75529126 30 100,000 SH   SOLE   100,000 0 0
RICE ACQUISITION CORP II SHS CL A G75529100 3,904 400,000 SH   SOLE   400,000 0 0
SCHLUMBERGER LTD COM STK 806857108 1,266 35,400 SH   SOLE   35,400 0 0
SHELL PLC SPON ADS 780259305 18,966 362,700 SH   SOLE   362,700 0 0
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 2,809 170,440 SH   SOLE   170,440 0 0
SM ENERGY CO COM 78454L100 2,966 86,739 SH   SOLE   86,739 0 0
SUNCOR ENERGY INC NEW COM 867224107 22,779 649,533 SH   SOLE   649,533 0 0
SUNNOVA ENERGY INTL INC. COM 86745K104 3,327 180,500 SH   SOLE   180,500 0 0
TARGA RES CORP COM 87612G101 35,459 594,245 SH   SOLE   594,245 0 0
TECHNIPFMC PLC COM G87110105 24,570 3,650,820 SH   SOLE   3,650,820 0 0
TENARIS S A SPONSORED ADS 88031M109 29,348 1,142,373 SH   SOLE   1,142,373 0 0
TETRA TECHNOLOGIES INC DEL COM 88162F105 1,453 357,855 SH   SOLE   357,855 0 0
TOTALENERGIES SE SPONSORED ADS 89151E109 14,913 283,300 SH   SOLE   283,300 0 0
TRONOX HOLDINGS PLC SHS G9087Q102 1,596 95,000 SH   SOLE   95,000 0 0
UNIVAR SOLUTIONS INC COM 91336L107 1,962 78,900 SH   SOLE   78,900 0 0
VALARIS LIMITED CL A G9460G101 2,133 50,493 SH   SOLE   50,493 0 0
VERMILION ENERGY INC COM 923725105 12,987 682,300 SH   SOLE   682,300 0 0