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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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
VALARIS LIMITED CL A G9460G101   15,017,320 222,084 SH   SOLE   222,084 0 0
TC ENERGY CORP COM 87807B107   1,245,107 31,237 SH   SOLE   31,237 0 0
TARGA RES CORP COM 87612G101   6,757,958 91,945 SH   SOLE   91,945 0 0
TALOS ENERGY INC COM 87484T108   62,596,017 3,315,467 SH   SOLE   3,315,467 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104   4,249,050 15,000 SH   SOLE   15,000 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886   1,762,500 25,000 SH   SOLE   25,000 0 0
SCHLUMBERGER LTD COM STK 806857108   38,546,050 721,026 SH   SOLE   721,026 0 0
PIONEER NAT RES CO COM 723787107   7,194,285 31,500 SH   SOLE   31,500 0 0
PEMBINA PIPELINE CORP COM 706327103   744,625 21,933 SH   SOLE   21,933 0 0
OCEANEERING INTL INC COM 675232102   54,866,882 3,137,043 SH   SOLE   3,137,043 0 0
NOW INC COM 67011P100   15,631,884 1,230,857 SH   SOLE   1,230,857 0 0
NOBLE CORP PLC ORD SHS A G65431127   41,841,131 1,109,550 SH   SOLE   1,109,550 0 0
JPMORGAN CHASE & CO ALERIAN ML ETN 46625H365   560,063 25,750 SH   SOLE   25,750 0 0
HELIX ENERGY SOLUTIONS GRP I COM 42330P107   6,070,706 822,589 SH   SOLE   822,589 0 0
HALLIBURTON CO COM 406216101   58,652,276 1,490,528 SH   SOLE   1,490,528 0 0
DENBURY INC COM 24790A101   8,826,786 101,434 SH   SOLE   101,434 0 0
DARLING INGREDIENTS INC COM 237266101   12,518,000 200,000 SH   SOLE   200,000 0 0
CIVITAS RESOURCES INC COM NEW 17888H103   91,020,022 1,571,207 SH   SOLE   1,571,207 0 0
CHORD ENERGY CORPORATION COM NEW 674215207   91,709,079 670,339 SH   SOLE   670,339 0 0
CHENIERE ENERGY INC COM NEW 16411R208   5,178,869 34,535 SH   SOLE   34,535 0 0
ARCHROCK INC COM 03957W106   1,802,286 200,700 SH   SOLE   200,700 0 0
ANTERO RESOURCES CORP COM 03674X106   774,564 24,994 SH   SOLE   24,994 0 0
ANTERO MIDSTREAM CORP COM 03676B102   693,258 64,250 SH   SOLE   64,250 0 0
ALPS ETF TR ALERIAN MLP 00162Q452   3,060,828 80,400 SH   SOLE   80,400 0 0
ALGONQUIN PWR UTILS CORP COM 015857105   260,800 40,000 SH   SOLE   40,000 0 0