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
AES CORP COM 00130H105 10,466 406,774 SH   SOLE   406,774 0 0
ANTERO RESOURCES CORP COM 03674X106 40,590 1,329,526 SH   SOLE   1,329,526 0 0
ARCHAEA ENERGY INC COM CL A 03940F103 2,992 136,456 SH   SOLE   136,456 0 0
BLUESCAPE OPPORTUNITIES ACQU SHS G1195N105 2,076 210,526 SH   SOLE   210,526 0 0
BRIGHAM MINERALS INC CL A COM 10918L103 19,016 744,255 SH   SOLE   744,255 0 0
CALIFORNIA RES CORP COM STOCK 13057Q305 11,157 249,426 SH   SOLE   249,426 0 0
CENTENNIAL RESOURCE DEV INC CL A 15136A102 16,276 2,016,800 SH   SOLE   2,016,800 0 0
CHART INDS INC COM 16115Q308 17,327 100,873 SH   SOLE   100,873 0 0
CHENIERE ENERGY INC COM NEW 16411R208 60,859 438,943 SH   SOLE   438,943 0 0
CHESAPEAKE ENERGY CORP COM 165167735 25,438 292,386 SH   SOLE   292,386 0 0
CIVITAS RESOURCES INC COM NEW 17888H103 2,892 48,435 SH   SOLE   48,435 0 0
COMSTOCK RES INC COM 205768302 19,639 1,504,941 SH   SOLE   1,504,941 0 0
CONSTELLATION ENERGY CORP COM 21037T109 7,146 127,035 SH   SOLE   127,035 0 0
DIAMONDBACK ENERGY INC COM 25278X109 32,505 237,124 SH   SOLE   237,124 0 0
EAST RES ACQUISITION CO *W EXP 07/01/202 274681113 28 125,000 SH   SOLE   125,000 0 0
EAST RES ACQUISITION CO COM CL A 274681105 2,441 246,333 SH   SOLE   246,333 0 0
EDISON INTL COM 281020107 1,402 20,000 SH   SOLE   20,000 0 0
ENERPLUS CORP COM 292766102 9,297 732,073 SH   SOLE   732,073 0 0
ENLINK MIDSTREAM LLC COM UNIT REP LTD 29336T100 8,476 878,369 SH   SOLE   878,369 0 0
EQT CORP COM 26884L109 18,719 544,005 SH   SOLE   544,005 0 0
GENERAC HLDGS INC COM 368736104 4,459 15,000 SH   SOLE   15,000 0 0
GREEN PLAINS INC COM 393222104 1,133 36,526 SH   SOLE   36,526 0 0
GULFPORT ENERGY CORP COMMON SHARES 402635502 5,139 57,215 SH   SOLE   57,215 0 0
HERITAGE CRYSTAL CLEAN INC COM 42726M106 392 13,244 SH   SOLE   13,244 0 0
HESS MIDSTREAM LP CL A SHS 428103105 17,360 578,672 SH   SOLE   578,672 0 0
KINETIK HOLDINGS INC COM NEW CL A 02215L209 58,577 901,050 SH   SOLE   901,050 0 0
LAREDO PETROLEUM INC COM 516806205 2,483 31,375 SH   SOLE   31,375 0 0
MATADOR RES CO COM 576485205 7,947 150,000 SH   SOLE   150,000 0 0
MDU RES GROUP INC COM 552690109 1,136 42,608 SH   SOLE   42,608 0 0
MURPHY USA INC COM 626755102 818 4,091 SH   SOLE   4,091 0 0
MYR GROUP INC DEL COM 55405W104 2,931 31,166 SH   SOLE   31,166 0 0
NATIONAL FUEL GAS CO COM 636180101 1,129 16,441 SH   SOLE   16,441 0 0
NEW FORTRESS ENERGY INC COM CL A 644393100 18,905 443,682 SH   SOLE   443,682 0 0
NORTHWEST NAT HLDG CO COM 66765N105 6,475 125,200 SH   SOLE   125,200 0 0
NORTHWEST PIPE CO COM 667746101 445 17,500 SH   SOLE   17,500 0 0
ONEOK INC NEW COM 682680103 16,759 237,275 SH   SOLE   237,275 0 0
OTR ACQUISITION CORP *W EXP 11/30/202 67113Q113 14 75,000 SH   SOLE   75,000 0 0
OVINTIV INC COM 69047Q102 13,518 250,000 SH   SOLE   250,000 0 0
PINNACLE WEST CAP CORP COM 723484101 12,705 162,672 SH   SOLE   162,672 0 0
RANGE RES CORP COM 75281A109 18,615 612,727 SH   SOLE   612,727 0 0
RANGER OIL CORPORATION CLASS A COM 70788V102 3,189 92,353 SH   SOLE   92,353 0 0
RILEY EXPLORATION PERMIAN IN COM 76665T102 752 30,000 SH   SOLE   30,000 0 0
RMG ACQUISITION CORP III UNIT 02/08/2026 G76088114 989 100,000 SH   SOLE   100,000 0 0
SM ENERGY CO COM 78454L100 24,765 635,827 SH   SOLE   635,827 0 0
SOUTHWEST GAS HLDGS INC COM 844895102 39,574 505,486 SH   SOLE   505,486 0 0
SOUTHWESTERN ENERGY CO COM 845467109 2,689 375,083 SH   SOLE   375,083 0 0
TRAVELCENTERS OF AMERICA INC COM NEW 89421B109 3,930 91,482 SH   SOLE   91,482 0 0
VALERO ENERGY CORP COM 91913Y100 19,478 191,829 SH   SOLE   191,829 0 0
VERTEX ENERGY INC COM 92534K107 23,885 2,402,902 SH   SOLE   2,402,902 0 0
WILLIAMS COS INC COM 969457100 50,880 1,522,892 SH   SOLE   1,522,892 0 0