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 9,453 418,254 SH   SOLE   418,254 0 0
ANTERO RESOURCES CORP COM 03674X106 29,140 954,462 SH   SOLE   954,462 0 0
ARCHAEA ENERGY INC COM CL A 03940F103 34,650 1,923,958 SH   SOLE   1,923,958 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100 23,428 1,413,036 SH   SOLE   1,413,036 0 0
CANADIAN NAT RES LTD COM 136385101 58,506 1,256,312 SH   SOLE   1,256,312 0 0
CHENIERE ENERGY INC COM NEW 16411R208 415 2,500 SH   SOLE   2,500 0 0
CHESAPEAKE ENERGY CORP COM 165167735 33,605 356,705 SH   SOLE   356,705 0 0
CHORD ENERGY CORPORATION COM NEW 674215207 34,645 253,305 SH   SOLE   253,305 0 0
CLEARWAY ENERGY INC CL C 18539C204 212 6,650 SH   SOLE   6,650 0 0
CONOCOPHILLIPS COM 20825C104 70,785 691,665 SH   SOLE   691,665 0 0
DARLING INGREDIENTS INC COM 237266101 10,739 162,348 SH   SOLE   162,348 0 0
DENBURY INC COM 24790A101 26,243 304,236 SH   SOLE   304,236 0 0
DIAMONDBACK ENERGY INC COM 25278X109 74,164 615,673 SH   SOLE   615,673 0 0
ENERGY TRANSFER L P COM UT LTD PTN 29273V100 8,900 5,027,444 SH   SOLE   5,027,444 0 0
EXXON MOBIL CORP COM 30231G102 90,956 1,041,763 SH   SOLE   1,041,763 0 0
FLUENCE ENERGY INC COM CL A 34379V103 287 19,697 SH   SOLE   19,697 0 0
HALLIBURTON CO COM 406216101 39,589 1,607,983 SH   SOLE   1,607,983 0 0
HELMERICH & PAYNE INC COM 423452101 15,951 431,461 SH   SOLE   431,461 0 0
LIBERTY ENERGY INC COM CL A 53115L104 9,056 714,182 SH   SOLE   714,182 0 0
MARATHON OIL CORP COM 565849106 44,894 1,988,201 SH   SOLE   1,988,201 0 0
MARATHON PETE CORP COM 56585A102 74,930 754,355 SH   SOLE   754,355 0 0
NEXTERA ENERGY INC COM 65339F101 40,329 514,339 SH   SOLE   514,339 0 0
OLIN CORP COM PAR $1 680665205 3,516 81,985 SH   SOLE   81,985 0 0
OVINTIV INC COM 69047Q102 9,996 217,303 SH   SOLE   217,303 0 0
QUANTA SVCS INC COM 74762E102 397 3,117 SH   SOLE   3,117 0 0
SCHLUMBERGER LTD COM STK 806857108 11,478 319,731 SH   SOLE   319,731 0 0
SHELL PLC SPON ADS 780259305 37,286 749,318 SH   SOLE   749,318 0 0
SUNCOR ENERGY INC NEW COM 867224107 45,171 1,604,656 SH   SOLE   1,604,656 0 0
SUNNOVA ENERGY INTL INC. COM 86745K104 33,436 1,514,320 SH   SOLE   1,514,320 0 0
TARGA RES CORP COM 87612G101 54,268 899,373 SH   SOLE   899,373 0 0
TE CONNECTIVITY LTD SHS H84989104 252 2,280 SH   SOLE   2,280 0 0
TENARIS S A SPONSORED ADS 88031M109 29,993 1,160,702 SH   SOLE   1,160,702 0 0
VERMILION ENERGY INC COM 923725105 16,984 794,218 SH   SOLE   794,218 0 0
VISTRA CORP COM 92840M102 24,116 1,148,395 SH   SOLE   1,148,395 0 0