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
ANTERO RESOURCES CORP COM 03674X106 39,766 1,297,414 SH   SOLE   1,297,414 0 0
ARCHAEA ENERGY INC COM CL A 03940F103 27,300 1,757,867 SH   SOLE   1,757,867 0 0
CHENIERE ENERGY INC COM NEW 16411R208 17,268 129,804 SH   SOLE   129,804 0 0
CHESAPEAKE ENERGY CORP COM 165167735 19,277 237,700 SH   SOLE   237,700 0 0
CLEARWAY ENERGY INC CL C 18539C204 232 6,650 SH   SOLE   6,650 0 0
CONOCOPHILLIPS COM 20825C104 57,328 638,320 SH   SOLE   638,320 0 0
DELEK US HLDGS INC NEW COM 24665A103 6,460 250,000 SH   SOLE   250,000 0 0
DIAMONDBACK ENERGY INC COM 25278X109 55,257 456,105 SH   SOLE   456,105 0 0
EXXON MOBIL CORP COM 30231G102 67,328 786,170 SH   SOLE   786,170 0 0
FLUENCE ENERGY INC COM CL A 34379V103 7,147 753,913 SH   SOLE   753,913 0 0
GENERAC HLDGS INC COM 368736104 334 1,588 SH   SOLE   1,588 0 0
HALLIBURTON CO COM 406216101 55,033 1,754,878 SH   SOLE   1,754,878 0 0
KOSMOS ENERGY LTD COM 500688106 8,255 1,333,664 SH   SOLE   1,333,664 0 0
LIBERTY ENERGY INC COM CL A 53115L104 16,380 1,283,693 SH   SOLE   1,283,693 0 0
MARATHON OIL CORP COM 565849106 46,982 2,089,931 SH   SOLE   2,089,931 0 0
MPLX LP COM UNIT REP LTD 55336V100 2,452 84,129 SH   SOLE   84,129 0 0
NEW FORTRESS ENERGY INC COM CL A 644393100 7,924 200,242 SH   SOLE   200,242 0 0
NEXTERA ENERGY INC COM 65339F101 36,783 474,867 SH   SOLE   474,867 0 0
OLIN CORP COM PAR $1 680665205 16,359 353,486 SH   SOLE   353,486 0 0
OVINTIV INC COM 69047Q102 26,928 609,377 SH   SOLE   609,377 0 0
PHILLIPS 66 COM 718546104 18,983 231,533 SH   SOLE   231,533 0 0
PIEDMONT LITHIUM INC COM 72016P105 10,451 287,047 SH   SOLE   287,047 0 0
QUANTA SVCS INC COM 74762E102 892 7,117 SH   SOLE   7,117 0 0
SCHLUMBERGER LTD COM STK 806857108 28,490 796,692 SH   SOLE   796,692 0 0
SHELL PLC SPON ADS 780259305 28,470 544,462 SH   SOLE   544,462 0 0
STEM INC COM 85859N102 2,051 286,500 SH   SOLE   286,500 0 0
SUNCOR ENERGY INC NEW COM 867224107 57,071 1,627,354 SH   SOLE   1,627,354 0 0
SUNNOVA ENERGY INTL INC. COM 86745K104 16,735 908,055 SH   SOLE   908,055 0 0
TARGA RES CORP COM 87612G101 25,553 428,232 SH   SOLE   428,232 0 0
TE CONNECTIVITY LTD SHS H84989104 1,050 9,280 SH   SOLE   9,280 0 0
TENARIS S A SPONSORED ADS 88031M109 37,382 1,455,100 SH   SOLE   1,455,100 0 0
VIPER ENERGY PARTNERS LP COM UNT RP INT 92763M105 5,336 200,000 SH   SOLE   200,000 0 0
VISTRA CORP COM 92840M102 24,221 1,060,000 SH   SOLE   1,060,000 0 0