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 127,502 4,176,294 SH   SOLE   4,176,294 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100 11,540 1,023,958 SH   SOLE   1,023,958 0 0
CANADIAN NAT RES LTD COM 136385101 5,142 82,965 SH   SOLE   82,965 0 0
CANADIAN SOLAR INC COM 136635109 5,127 145,000 SH   SOLE   145,000 0 0
CENTURY ALUM CO COM 156431108 22,409 851,713 SH   SOLE   851,713 0 0
CHESAPEAKE ENERGY CORP COM 165167735 55,893 765,130 SH   SOLE   765,130 0 0
CONSOL ENERGY INC NEW COM 20854L108 12,574 334,138 SH   SOLE   334,138 0 0
COTERRA ENERGY INC COM 127097103 17,200 637,734 SH   SOLE   637,734 0 0
CVR ENERGY INC COM 12662P108 24,939 976,483 SH   SOLE   976,483 0 0
ENERPLUS CORP COM 292766102 156,660 12,340,077 SH   SOLE   12,340,077 0 0
EQT CORP COM 26884L109 104,612 3,040,150 SH   SOLE   3,040,150 0 0
EQUITRANS MIDSTREAM CORP COM 294600101 18,327 2,171,402 SH   SOLE   2,171,402 0 0
FLUOR CORP NEW COM 343412102 12,078 420,967 SH   SOLE   420,967 0 0
FLUOR CORP NEW COM 343412102 1,725 1,000,000 SH Call SOLE   0 0 1,000,000
GRAPHIC PACKAGING HLDG CO COM 388689101 8,409 419,609 SH   SOLE   419,609 0 0
HF SINCLAIR CORPORATION COM 403949100 20,528 515,141 SH   SOLE   515,141 0 0
KOSMOS ENERGY LTD COM 500688106 72,918 10,141,544 SH   SOLE   10,141,544 0 0
NOBLE CORP NEW SHS G6610J209 1,724 49,191 SH   SOLE   49,191 0 0
NRG ENERGY INC COM NEW 629377508 14,537 378,960 SH   SOLE   378,960 0 0
OASIS PETROLEUM INC COM NEW 674215207 11,437 78,173 SH   SOLE   78,173 0 0
OCCIDENTAL PETE CORP COM 674599105 11,778 700,000 SH Call SOLE   0 0 700,000
OLIN CORP COM PAR $1 680665205 24,791 474,190 SH   SOLE   474,190 0 0
OVINTIV INC COM 69047Q102 9,526 176,186 SH   SOLE   176,186 0 0
PDC ENERGY INC COM 69327R101 4,511 62,069 SH   SOLE   62,069 0 0
PEABODY ENGR CORP COM 704551100 61,547 2,509,037 SH   SOLE   2,509,037 0 0
PETROLEO BRASILEIRO SA PETRO SP ADR NON VTG 71654V101 85,470 6,113,707 SH   SOLE   6,113,707 0 0
RANGE RES CORP COM 75281A109 94,397 3,107,221 SH   SOLE   3,107,221 0 0
SUNCOR ENERGY INC NEW COM 867224107 7,439 1,365,000 SH Call SOLE   0 0 1,365,000
SUNNOVA ENERGY INTL INC. COM 86745K104 1,950 750,000 SH Put SOLE   0 0 750,000
TECHNIPFMC PLC COM G87110105 8,386 1,082,000 SH   SOLE   1,082,000 0 0
TECK RESOURCES LTD CL B 878742204 48,715 1,205,351 SH   SOLE   1,205,351 0 0
TURQUOISE HILL RES LTD COM 900435207 79,584 2,647,774 SH   SOLE   2,647,774 0 0
UNITED STATES STL CORP NEW COM 912909108 93,597 2,480,050 SH   SOLE   2,480,050 0 0
VALERO ENERGY CORP COM 91913Y100 31,211 307,378 SH   SOLE   307,378 0 0
WARRIOR MET COAL INC COM 93627C101 48,085 1,295,742 SH   SOLE   1,295,742 0 0
WESTROCK CO COM 96145D105 18,171 386,363 SH   SOLE   386,363 0 0