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 88,662 5,066,409 SH   SOLE   5,066,409 0 0
CANADIAN NAT RES LTD COM 136385101 3,682 87,137 SH   SOLE   87,137 0 0
CENTURY ALUM CO COM 156431108 6,523 393,871 SH   SOLE   393,871 0 0
CHESAPEAKE ENERGY CORP COM 165167735 31,142 650,938 SH   SOLE   650,938 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101 58,656 2,694,367 SH   SOLE   2,694,367 0 0
CONSOL ENERGY INC NEW COM 20854L108 3,911 172,216 SH   SOLE   172,216 0 0
COTERRA ENERGY INC COM 127097103 15,821 832,666 SH   SOLE   832,666 0 0
CVR ENERGY INC COM 12662P108 17,250 1,026,174 SH   SOLE   1,026,174 0 0
DIAMONDBACK ENERGY INC COM 25278X109 4,211 39,047 SH   SOLE   39,047 0 0
ENERPLUS CORP COM 292766102 137,809 13,044,842 SH   SOLE   13,044,842 0 0
ENPHASE ENERGY INC COM 29355A107 0 750,000 SH Put SOLE   0 0 750,000
EQT CORP COM 26884L109 64,745 2,968,588 SH   SOLE   2,968,588 0 0
EQUITRANS MIDSTREAM CORP COM 294600101 30,147 2,915,559 SH   SOLE   2,915,559 0 0
EQUITRANS MIDSTREAM CORP COM 294600101 0 1,500,000 SH Call SOLE   0 0 1,500,000
FLUOR CORP NEW COM 343412102 17 1,000,000 SH Call SOLE   0 0 1,000,000
GRAPHIC PACKAGING HLDG CO COM 388689101 21,269 1,090,734 SH   SOLE   1,090,734 0 0
HELMERICH & PAYNE INC COM 423452101 1,703 71,874 SH   SOLE   71,874 0 0
HELMERICH & PAYNE INC COM 423452101 11 500,000 SH Call SOLE   0 0 500,000
HOLLYFRONTIER CORP COM 436106108 17,738 541,122 SH   SOLE   541,122 0 0
KOSMOS ENERGY LTD COM 500688106 32,628 9,429,992 SH   SOLE   9,429,992 0 0
NOBLE CORP NEW SHS G6610J209 333 13,427 SH   SOLE   13,427 0 0
NRG ENERGY INC COM NEW 629377508 84,090 1,951,950 SH   SOLE   1,951,950 0 0
OASIS PETROLEUM INC COM NEW 674215207 10,344 82,103 SH   SOLE   82,103 0 0
OCCIDENTAL PETE CORP COM 674599105 53 3,000,000 SH Call SOLE   0 0 3,000,000
OLIN CORP COM PAR $1 680665205 28,357 493,000 SH   SOLE   493,000 0 0
PBF ENERGY INC CL A 69318G106 9,144 705,000 SH   SOLE   705,000 0 0
PDC ENERGY INC COM 69327R101 12,938 265,224 SH   SOLE   265,224 0 0
PEABODY ENGR CORP COM 704551100 6,813 676,546 SH   SOLE   676,546 0 0
PETROLEO BRASILEIRO SA PETRO SP ADR NON VTG 71654V101 72,212 7,142,666 SH   SOLE   7,142,666 0 0
RANGE RES CORP COM 75281A109 30,135 1,690,114 SH   SOLE   1,690,114 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 1 163,800 SH Put SOLE   0 0 163,800
SUNCOR ENERGY INC NEW COM 867224107 25 1,365,000 SH Call SOLE   0 0 1,365,000
SUNNOVA ENERGY INTL INC. COM 86745K104 19 750,000 SH Put SOLE   0 0 750,000
SUNRUN INC COM 86771W105 38 2,400,000 SH Put SOLE   0 0 2,400,000
TECK RESOURCES LTD CL B 878742204 70,355 2,441,188 SH   SOLE   2,441,188 0 0
TENARIS S A SPONSORED ADS 88031M109 3,241 155,384 SH   SOLE   155,384 0 0
TURQUOISE HILL RES LTD COM 900435207 37,923 2,305,059 SH   SOLE   2,305,059 0 0
UNITED STATES STL CORP NEW COM 912909108 31,034 1,303,399 SH   SOLE   1,303,399 0 0
WARRIOR MET COAL INC COM 93627C101 32,390 1,259,811 SH   SOLE   1,259,811 0 0
WEATHERFORD INTL PLC ORD SHS G48833118 4,762 171,787 SH   SOLE   171,787 0 0
WEST FRASER TIMBER CO LTD COM 952845105 12,279 128,615 SH   SOLE   128,615 0 0