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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
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
AIR PRODS & CHEMS INC COM 009158106 10,193 39,799 SH   SOLE   39,799 0 0
ARCHAEA ENERGY INC COM CL A 03940F103 2,789 147,267 SH   SOLE   147,267 0 0
BLUESCAPE OPPORTUNITIES ACQU SHS G1195N105 2,063 210,526 SH   SOLE   210,526 0 0
BONANZA CREEK ENERGY INC COM NEW 097793400 11,496 240,000 SH   SOLE   240,000 0 0
BROADSCALE ACQUISITION CORP UNIT 02/02/2026 11134Y200 841 85,000 SH   SOLE   85,000 0 0
CABOT OIL & GAS CORP COM 127097103 8,357 384,045 SH   SOLE   384,045 0 0
CHENIERE ENERGY INC COM NEW 16411R208 26,371 270,000 SH   SOLE   270,000 0 0
CHESAPEAKE ENERGY CORP COM 165167735 1,540 25,000 SH   SOLE   25,000 0 0
CIMAREX ENERGY CO COM 171798101 2,895 33,201 SH   SOLE   33,201 0 0
CONTINENTAL RES INC COM 212015101 11,742 254,442 SH   SOLE   254,442 0 0
CORE & MAIN INC CL A 21874C102 1,620 61,812 SH   SOLE   61,812 0 0
DENBURY INC COM 24790A101 26,838 382,033 SH   SOLE   382,033 0 0
DIAMONDBACK ENERGY INC COM 25278X109 13,254 140,000 SH   SOLE   140,000 0 0
DT MIDSTREAM INC COMMON STOCK 23345M107 31,060 671,721 SH   SOLE   671,721 0 0
EAST RES ACQUISITION CO COM CL A 274681105 2,424 246,333 SH   SOLE   246,333 0 0
EAST RES ACQUISITION CO *W EXP 07/01/202 274681113 80 125,000 SH   SOLE   125,000 0 0
ENERPLUS CORP COM 292766102 4,480 560,000 SH   SOLE   560,000 0 0
EQUITRANS MIDSTREAM CORP COM 294600101 10,739 1,059,082 SH   SOLE   1,059,082 0 0
EXELON CORP COM 30161N101 2,417 50,000 SH   SOLE   50,000 0 0
EXXON MOBIL CORP COM 30231G102 17,646 300,000 SH   SOLE   300,000 0 0
FIRSTENERGY CORP COM 337932107 23,191 651,080 SH   SOLE   651,080 0 0
GENERAC HLDGS INC COM 368736104 9,865 24,139 SH   SOLE   24,139 0 0
HOLLYFRONTIER CORP COM 436106108 7,644 230,737 SH   SOLE   230,737 0 0
MAGNOLIA OIL & GAS CORP CL A 559663109 19,142 1,076,013 SH   SOLE   1,076,013 0 0
MARATHON OIL CORP COM 565849106 11,073 810,000 SH   SOLE   810,000 0 0
MDU RES GROUP INC COM 552690109 2,869 96,686 SH   SOLE   96,686 0 0
NORTH ATLANTIC ACQUISITN COR UNIT 10/20/2025 G66139117 992 100,000 SH   SOLE   100,000 0 0
NORTHWEST PIPE CO COM 667746101 119 5,000 SH   SOLE   5,000 0 0
OTR ACQUISITION CORP COM CL A 67113Q105 1,509 150,000 SH   SOLE   150,000 0 0
OTR ACQUISITION CORP *W EXP 11/30/202 67113Q113 43 75,000 SH   SOLE   75,000 0 0
RANGE RES CORP COM 75281A109 18,104 800,000 SH   SOLE   800,000 0 0
RENEWABLE ENERGY GROUP INC COM NEW 75972A301 15,682 312,397 SH   SOLE   312,397 0 0
RILEY EXPLORATION PERMIAN IN COM 76665T102 704 29,982 SH   SOLE   29,982 0 0
RMG ACQUISITION CORP III UNIT 02/08/2026 G76088114 988 100,000 SH   SOLE   100,000 0 0
SM ENERGY CO COM 78454L100 12,926 489,991 SH   SOLE   489,991 0 0
TARGA RES CORP COM 87612G101 16,937 344,170 SH   SOLE   344,170 0 0
VERTEX ENERGY INC COM 92534K107 5,386 1,027,797 SH   SOLE   1,027,797 0 0
VINE ENERGY INC CL A 92735P103 4,555 276,548 SH   SOLE   276,548 0 0