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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AES CORP COM 00130H105   5,557,985 193,254 SH   SOLE   193,254 0 0
ANTERO RESOURCES CORP COM 03674X106   10,882,851 351,173 SH   SOLE   351,173 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100   19,898,611 1,029,416 SH   SOLE   1,029,416 0 0
BUNGE LIMITED COM G16962105   36,453,464 365,375 SH   SOLE   365,375 0 0
CANADIAN NAT RES LTD COM 136385101   26,621,082 479,400 SH   SOLE   479,400 0 0
CENOVUS ENERGY INC COM 15135U109   77,488,505 3,992,195 SH   SOLE   3,992,195 0 0
CHENIERE ENERGY INC COM NEW 16411R208   599,840 4,000 SH   SOLE   4,000 0 0
CHESAPEAKE ENERGY CORP COM 165167735   16,486,911 174,705 SH   SOLE   174,705 0 0
CHORD ENERGY CORPORATION COM NEW 674215207   44,505,798 325,311 SH   SOLE   325,311 0 0
CLEARWAY ENERGY INC CL C 18539C204   211,936 6,650 SH   SOLE   6,650 0 0
CONOCOPHILLIPS COM 20825C104   53,481,730 453,235 SH   SOLE   453,235 0 0
DARLING INGREDIENTS INC COM 237266101   13,225,267 211,300 SH   SOLE   211,300 0 0
DENBURY INC COM 24790A101   26,474,617 304,236 SH   SOLE   304,236 0 0
DIAMONDBACK ENERGY INC COM 25278X109   2,639,033 19,294 SH   SOLE   19,294 0 0
DUPONT DE NEMOURS INC COM 26614N102   17,830,074 259,800 SH   SOLE   259,800 0 0
ENERGY TRANSFER L P COM UT LTD PTN 29273V100   7,782,779 655,668 SH   SOLE   655,668 0 0
ENERPLUS CORP COM 292766102   11,973,810 678,900 SH   SOLE   678,900 0 0
EXXON MOBIL CORP COM 30231G102   72,884,475 660,784 SH   SOLE   660,784 0 0
HALLIBURTON CO COM 406216101   68,324,074 1,736,317 SH   SOLE   1,736,317 0 0
MARATHON OIL CORP COM 565849106   52,703,530 1,946,935 SH   SOLE   1,946,935 0 0
MASTEC INC COM 576323109   14,275,709 167,300 SH   SOLE   167,300 0 0
NEXTERA ENERGY INC COM 65339F101   49,268,740 589,339 SH   SOLE   589,339 0 0
SCHLUMBERGER LTD COM STK 806857108   58,229,060 1,089,208 SH   SOLE   1,089,208 0 0
SHELL PLC SPON ADS 780259305   67,697,376 1,188,716 SH   SOLE   1,188,716 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104   39,017,043 137,738 SH   SOLE   137,738 0 0
SUNCOR ENERGY INC NEW COM 867224107   26,718,183 842,048 SH   SOLE   842,048 0 0
SUNNOVA ENERGY INTL INC. COM 86745K104   31,208,088 1,732,820 SH   SOLE   1,732,820 0 0
TARGA RES CORP COM 87612G101   71,031,209 966,411 SH   SOLE   966,411 0 0
TENARIS S A SPONSORED ADS 88031M109   34,892,362 992,388 SH   SOLE   992,388 0 0
VISTRA CORP COM 92840M102   24,322,764 1,048,395 SH   SOLE   1,048,395 0 0
WEATHERFORD INTL PLC ORD SHS G48833118   40,990,600 805,000 SH   SOLE   805,000 0 0