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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AES CORP COM 00130H105   3,929,364 136,626 SH   SOLE   136,626 0 0
AIR PRODS & CHEMS INC COM 009158106   4,402,261 14,281 SH   SOLE   14,281 0 0
ALBEMARLE CORP COM 012653101   498,778 2,300 SH   SOLE   2,300 0 0
ANTERO RESOURCES CORP COM 03674X106   1,619,816 52,269 SH   SOLE   52,269 0 0
APA CORPORATION COM 03743Q108   7,916,928 169,600 SH   SOLE   169,600 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100   255,156 13,200 SH   SOLE   13,200 0 0
BLOOM ENERGY CORP COM CL A 093712107   1,977,677 103,435 SH   SOLE   103,435 0 0
BP PLC SPONSORED ADR 055622104   23,626,652 676,400 SH   SOLE   676,400 0 0
BUNGE LIMITED COM G16962105   40,237,241 403,300 SH   SOLE   403,300 0 0
CABOT CORP COM 127055101   6,789,407 101,577 SH   SOLE   101,577 0 0
CELANESE CORP DEL COM 150870103   5,959,365 58,288 SH   SOLE   58,288 0 0
CHAMPIONX CORPORATION COM 15872M104   11,435,859 394,476 SH   SOLE   394,476 0 0
CHEMOURS CO COM 163851108   8,969,547 292,931 SH   SOLE   292,931 0 0
CHENIERE ENERGY INC COM NEW 16411R208   2,456,945 16,384 SH   SOLE   16,384 0 0
CHESAPEAKE ENERGY CORP COM 165167735   43,278,931 458,609 SH   SOLE   458,609 0 0
CIVITAS RESOURCES INC COM NEW 17888H103   3,122,427 53,900 SH   SOLE   53,900 0 0
DARLING INGREDIENTS INC COM 237266101   30,368,292 485,194 SH   SOLE   485,194 0 0
DELEK US HLDGS INC NEW COM 24665A103   7,449,489 275,907 SH   SOLE   275,907 0 0
DEVON ENERGY CORP NEW COM 25179M103   23,749,011 386,100 SH   SOLE   386,100 0 0
DIAMOND OFFSHORE DRILLING IN COM 25271C201   6,728,082 646,931 SH   SOLE   646,931 0 0
DIAMONDBACK ENERGY INC COM 25278X109   59,050,114 431,716 SH   SOLE   431,716 0 0
DUPONT DE NEMOURS INC COM 26614N102   14,373,730 209,438 SH   SOLE   209,438 0 0
EASTMAN CHEM CO COM 277432100   5,521,632 67,800 SH   SOLE   67,800 0 0
ENERPLUS CORP COM 292766102   48,375,125 2,740,500 SH   SOLE   2,740,500 0 0
ENETI INC COM Y2294C107   1,993,578 198,366 SH   SOLE   198,366 0 0
ENLINK MIDSTREAM LLC COM UNIT REP LTD 29336T100   23,950,855 1,947,224 SH   SOLE   1,947,224 0 0
EOG RES INC COM 26875P101   2,901,248 22,400 SH   SOLE   22,400 0 0
EQT CORP COM 26884L109   24,005,971 709,606 SH   SOLE   709,606 0 0
EQUITRANS MIDSTREAM CORP COM 294600101   3,620,010 540,300 SH   SOLE   540,300 0 0
EXCELERATE ENERGY INC CL A COM 30069T101   6,432,590 256,790 SH   SOLE   256,790 0 0
HALLIBURTON CO COM 406216101   24,940,384 633,809 SH   SOLE   633,809 0 0
HELIX ENERGY SOLUTIONS GRP I COM 42330P107   3,126,736 423,677 SH   SOLE   423,677 0 0
HF SINCLAIR CORP COM 403949100   35,354,888 681,343 SH   SOLE   681,343 0 0
LI-CYCLE HOLDINGS CORP COMMON SHARES 50202P105   11,983,229 2,517,485 SH   SOLE   2,517,485 0 0
LIBERTY ENERGY INC COM CL A 53115L104   23,384,542 1,460,621 SH   SOLE   1,460,621 0 0
LINDE PLC SHS G5494J103   6,652,441 20,395 SH   SOLE   20,395 0 0
MARATHON OIL CORP COM 565849106   63,108,129 2,331,294 SH   SOLE   2,331,294 0 0
MARATHON PETE CORP COM 56585A102   30,037,931 258,080 SH   SOLE   258,080 0 0
MATADOR RES CO COM 576485205   14,722,128 257,200 SH   SOLE   257,200 0 0
NEXTDECADE CORP COM 65342K105   2,479,386 501,900 SH   SOLE   501,900 0 0
NEXTIER OILFIELD SOLUTIONS COM 65290C105   16,173,594 1,750,389 SH   SOLE   1,750,389 0 0
NOBLE CORP PLC ORD SHS A G65431127   5,950,827 157,805 SH   SOLE   157,805 0 0
NORTHERN OIL AND GAS INC MN COM 665531307   3,004,272 97,478 SH   SOLE   97,478 0 0
NOV INC COM 62955J103   12,371,058 592,200 SH   SOLE   592,200 0 0
ORION ENGINEERED CARBONS S A COM L72967109   5,473,191 307,310 SH   SOLE   307,310 0 0
OVINTIV INC COM 69047Q102   26,958,602 531,623 SH   SOLE   531,623 0 0
PBF ENERGY INC CL A 69318G106   44,130,770 1,082,167 SH   SOLE   1,082,167 0 0
PDC ENERGY INC COM 69327R101   1,852,664 29,185 SH   SOLE   29,185 0 0
PERIDOT ACQUISITION CORP II *W EXP 04/30/202 G7008B121   3,988 85,396 SH   SOLE   85,396 0 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105   14,161,438 1,506,536 SH   SOLE   1,506,536 0 0
POWER & DIGITAL INFRASTRUCTU *W EXP 12/09/202 73919C118   12,285 175,000 SH   SOLE   175,000 0 0
PROFRAC HLDG CORP CLASS A COM 74319N100   7,551,155 299,649 SH   SOLE   299,649 0 0
RANGER OIL CORPORATION CLASS A COM 70788V102   4,560,504 112,800 SH   SOLE   112,800 0 0
RICE ACQUISITION CORP II *W EXP 99/99/999 G75529126   125,000 100,000 SH   SOLE   100,000 0 0
SHELL PLC SPON ADS 780259305   24,084,155 422,900 SH   SOLE   422,900 0 0
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107   8,062,156 326,800 SH   SOLE   326,800 0 0
SIGMA LITHIUM CORPORATION COM 826599102   12,076,636 427,946 SH   SOLE   427,946 0 0
SM ENERGY CO COM 78454L100   15,395,940 442,031 SH   SOLE   442,031 0 0
TARGA RES CORP COM 87612G101   38,510,031 523,946 SH   SOLE   523,946 0 0
TECHNIPFMC PLC COM G87110105   5,796,808 475,538 SH   SOLE   475,538 0 0
TENARIS S A SPONSORED ADS 88031M109   27,280,609 775,899 SH   SOLE   775,899 0 0
TETRA TECHNOLOGIES INC DEL COM 88162F105   2,360,602 682,255 SH   SOLE   682,255 0 0
TOTALENERGIES SE SPONSORED ADS 89151E109   11,838,221 190,693 SH   SOLE   190,693 0 0
WILLIAMS COS INC COM 969457100   22,289,059 677,479 SH   SOLE   677,479 0 0