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 2,685 492,600 SH   SOLE   492,600 0 0
APACHE CORP COM 037411105 13,833 974,812 SH   SOLE   974,812 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100 298 6,900 SH   SOLE   6,900 0 0
BAKER HUGHES COMPANY CL A 05722G100 853 40,928 SH   SOLE   40,928 0 0
BONANZA CREEK ENERGY INC COM NEW 097793400 4,046 209,326 SH   SOLE   209,326 0 0
CABOT CORP COM 127055101 4,373 97,444 SH   SOLE   97,444 0 0
CELANESE CORP DEL COM 150870103 8,955 68,913 SH   SOLE   68,913 0 0
CHAMPIONX CORPORATION COM 15872M104 18,337 1,198,477 SH   SOLE   1,198,477 0 0
CHART INDS INC COM PAR $0.01 16115Q308 5,753 48,838 SH   SOLE   48,838 0 0
CHENIERE ENERGY INC COM NEW 16411R208 16,428 273,660 SH   SOLE   273,660 0 0
CIMAREX ENERGY CO COM 171798101 34,503 919,831 SH   SOLE   919,831 0 0
CLIMATE CHANGE CRISIS REAL I *W EXP 09/15/202 18716C118 269 150,000 SH   SOLE   150,000 0 0
CLIMATE CHANGE CRISIS REAL I CL A COM 18716C100 3,213 300,000 SH   SOLE   300,000 0 0
COMSTOCK RES INC COM 205768302 6,099 1,395,663 SH   SOLE   1,395,663 0 0
DARLING INGREDIENTS INC COM 237266101 14,138 245,106 SH   SOLE   245,106 0 0
DECARBONIZATION PLUS ACQU CO *W EXP 10/02/202 242797116 272 148,550 SH   SOLE   148,550 0 0
DECARBONIZATION PLUS ACQU CO COM CL A 242797108 3,149 297,100 SH   SOLE   297,100 0 0
DELEK US HLDGS INC NEW COM 24665A103 10,561 657,158 SH   SOLE   657,158 0 0
DENBURY INC COM 24790A101 3,742 145,641 SH   SOLE   145,641 0 0
DEVON ENERGY CORP NEW COM 25179M103 33,946 2,147,098 SH   SOLE   2,147,098 0 0
DIAMONDBACK ENERGY INC COM 25278X109 3,228 66,695 SH   SOLE   66,695 0 0
DOW INC COM 260557103 4,066 73,264 SH   SOLE   73,264 0 0
DUPONT DE NEMOURS INC COM 26614N102 5,598 78,730 SH   SOLE   78,730 0 0
EQT CORP COM 26884L109 10,146 798,260 SH   SOLE   798,260 0 0
EQUINOR ASA SPONSORED ADR 29446M102 2,594 157,959 SH   SOLE   157,959 0 0
EXXON MOBIL CORP COM 30231G102 19,601 475,522 SH   SOLE   475,522 0 0
GRACE W R & CO DEL NEW COM 38388F108 2,657 48,474 SH   SOLE   48,474 0 0
HELIX ENERGY SOLUTIONS GRP I COM 42330P107 4,721 1,123,992 SH   SOLE   1,123,992 0 0
HOLLYFRONTIER CORP COM 436106108 6,905 267,128 SH   SOLE   267,128 0 0
HUNTSMAN CORP COM 447011107 12,578 500,329 SH   SOLE   500,329 0 0
LINDE PLC SHS G5494J103 8,265 31,365 SH   SOLE   31,365 0 0
MAGNOLIA OIL & GAS CORP CL A 559663109 12,237 1,733,260 SH   SOLE   1,733,260 0 0
MARATHON OIL CORP COM 565849106 17,543 2,630,125 SH   SOLE   2,630,125 0 0
MARATHON PETE CORP COM 56585A102 22,189 536,485 SH   SOLE   536,485 0 0
MASTEC INC COM 576323109 7,677 112,600 SH   SOLE   112,600 0 0
NATIONAL ENERGY SERVICES REU SHS G6375R107 1,813 182,615 SH   SOLE   182,615 0 0
NATIONAL OILWELL VARCO INC COM 637071101 1,808 131,679 SH   SOLE   131,679 0 0
NEXTIER OILFIELD SOLUTIONS COM 65290C105 993 288,648 SH   SOLE   288,648 0 0
OCEANEERING INTL INC COM 675232102 4,364 548,940 SH   SOLE   548,940 0 0
PBF ENERGY INC CL A 69318G106 25,053 3,528,618 SH   SOLE   3,528,618 0 0
PDC ENERGY INC COM 69327R101 16,605 808,805 SH   SOLE   808,805 0 0
PERIDOT ACQUISITION CORP *W EXP 11/30/202 G7008A107 269 151,200 SH   SOLE   151,200 0 0
PERIDOT ACQUISITION CORP SHS CL A G7008A115 3,133 302,400 SH   SOLE   302,400 0 0
PPG INDS INC COM 693506107 5,744 39,826 SH   SOLE   39,826 0 0
PROPETRO HLDG CORP COM 74347M108 3,355 454,014 SH   SOLE   454,014 0 0
QUANTA SVCS INC COM 74762E102 6,350 88,175 SH   SOLE   88,175 0 0
RICE ACQUISITION CORP *W EXP 10/26/202 762594117 342 150,200 SH   SOLE   150,200 0 0
RICE ACQUISITION CORP COM CL A 762594109 3,253 300,400 SH   SOLE   300,400 0 0
ROMEO POWER INC COM 776153108 2,435 108,254 SH   SOLE   108,254 0 0
ROYAL DUTCH SHELL PLC SPON ADR B 780259107 6,184 184,000 SH   SOLE   184,000 0 0
RPC INC COM 749660106 798 253,430 SH   SOLE   253,430 0 0
SOUTHWESTERN ENERGY CO COM 845467109 8,583 2,880,282 SH   SOLE   2,880,282 0 0
SPARTAN ACQUISITION CORP II UNIT 99/99/9999 846775203 1,080 100,000 SH   SOLE   100,000 0 0
STAR PEAK ENERGY TRANSITION *W EXP 08/11/202 855185112 1,836 310,200 SH   SOLE   310,200 0 0
STAR PEAK ENERGY TRANSITION CL A 855185104 6,504 317,894 SH   SOLE   317,894 0 0
TARGA RES CORP COM 87612G101 12,652 479,604 SH   SOLE   479,604 0 0
TECHNIPFMC PLC COM G87110105 15,556 1,654,885 SH   SOLE   1,654,885 0 0
TENARIS S A SPONSORED ADS 88031M109 5,359 335,985 SH   SOLE   335,985 0 0
WHITING PETE CORP NEW COM NEW 966387508 49,575 1,983,017 SH   SOLE   1,983,017 0 0
WPX ENERGY INC COM 98212B103 2,586 317,314 SH   SOLE   317,314 0 0