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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
ALGONQUIN PWR UTILS CORP COM 015857105   336,000 40,000 SH   SOLE   40,000 0 0
ANTERO MIDSTREAM CORP COM 03676B102   1,408,283 134,250 SH   SOLE   134,250 0 0
APA CORPORATION COM 03743Q108   7,068,373 196,017 SH   SOLE   196,017 0 0
ARCHROCK INC COM 03957W106   2,009,729 205,704 SH   SOLE   205,704 0 0
ATLAS ENERGY SOLUTIONS INC COM CLASS A 04930R107   795,012 46,683 SH   SOLE   46,683 0 0
CHENIERE ENERGY INC COM NEW 16411R208   7,403,102 46,974 SH   SOLE   46,974 0 0
CHORD ENERGY CORPORATION COM NEW 674215207   79,955,362 594,022 SH   SOLE   594,022 0 0
CIVITAS RESOURCES INC COM NEW 17888H103   104,349,577 1,526,918 SH   SOLE   1,526,918 0 0
EXPRO GROUP HOLDINGS NV COM N3144W105   25,511,128 1,389,495 SH   SOLE   1,389,495 0 0
HALLIBURTON CO COM 406216101   41,542,592 1,312,977 SH   SOLE   1,312,977 0 0
MURPHY OIL CORP COM 626717102   9,667,719 261,431 SH   SOLE   261,431 0 0
NEXTIER OILFIELD SOLUTIONS COM 65290C105   571,709 71,913 SH   SOLE   71,913 0 0
NOBLE CORP PLC ORD SHS A G65431127   53,013,499 1,343,134 SH   SOLE   1,343,134 0 0
NOW INC COM 67011P100   2,083,255 186,839 SH   SOLE   186,839 0 0
OCEANEERING INTL INC COM 675232102   31,729,946 1,799,770 SH   SOLE   1,799,770 0 0
PEMBINA PIPELINE CORP COM 706327103   710,629 21,933 SH   SOLE   21,933 0 0
SCHLUMBERGER LTD COM STK 806857108   42,825,560 872,211 SH   SOLE   872,211 0 0
SEADRILL 2021 LTD COM G7997W102   261,402 6,509 SH   SOLE   6,509 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886   6,633,620 98,000 SH   SOLE   98,000 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104   12,917,875 42,500 SH   SOLE   42,500 0 0
SUNCOR ENERGY INC NEW COM 867224107   12,193,460 392,704 SH   SOLE   392,704 0 0
TALOS ENERGY INC COM 87484T108   69,263,445 4,667,348 SH   SOLE   4,667,348 0 0
TARGA RES CORP COM 87612G101   7,010,859 96,105 SH   SOLE   96,105 0 0
TC ENERGY CORP COM 87807B107   1,215,432 31,237 SH   SOLE   31,237 0 0
TIDEWATER INC NEW COM 88642R109   201,137 4,563 SH   SOLE   4,563 0 0
VALARIS LIMITED CL A G9460G101   20,105,557 309,031 SH   SOLE   309,031 0 0
WILLIAMS COS INC COM 969457100   1,045,100 35,000 SH   SOLE   35,000 0 0