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
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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
APA CORPORATION COM 03743Q108   2,442,578 52,326 SH   SOLE   52,326 0 0
BP PLC SPONSORED ADR 055622104   5,239,500 150,000 SH   SOLE   150,000 0 0
CALIFORNIA RES CORP COM STOCK 13057Q305   1,087,750 25,000 SH   SOLE   25,000 0 0
CALLON PETE CO DEL COM 13123X508   896,614 24,174 SH   SOLE   24,174 0 0
CANADIAN NAT RES LTD COM 136385101   3,887,100 70,000 SH   SOLE   70,000 0 0
CHORD ENERGY CORPORATION COM NEW 674215207   36,380,378 265,919 SH   SOLE   265,919 0 0
CNX RES CORP COM 12653C108   505,200 30,000 SH   SOLE   30,000 0 0
COMSTOCK RES INC COM 205768302   25,961,325 1,893,605 SH   SOLE   1,893,605 0 0
CONOCOPHILLIPS COM 20825C104   2,950,000 25,000 SH   SOLE   25,000 0 0
CRESCENT ENERGY COMPANY CL A COM 44952J104   9,511,008 793,245 SH   SOLE   793,245 0 0
DELEK US HLDGS INC NEW COM 24665A103   8,465,823 313,549 SH   SOLE   313,549 0 0
DENBURY INC COM 24790A101   1,740,400 20,000 SH   SOLE   20,000 0 0
DEVON ENERGY CORP NEW COM 25179M103   6,151,000 100,000 SH   SOLE   100,000 0 0
DIAMONDBACK ENERGY INC COM 25278X109   6,839,000 50,000 SH   SOLE   50,000 0 0
DOMINION ENERGY INC COM 25746U109   4,905,600 80,000 SH   SOLE   80,000 0 0
DTE ENERGY CO COM 233331107   4,148,809 35,300 SH   SOLE   35,300 0 0
ENLINK MIDSTREAM LLC COM UNIT REP LTD 29336T100   66,985,136 5,445,946 SH   SOLE   5,445,946 0 0
ENTERGY CORP NEW COM 29364G103   1,125,000 10,000 SH   SOLE   10,000 0 0
EOG RES INC COM 26875P101   35,393,801 273,269 SH   SOLE   273,269 0 0
EXCELERATE ENERGY INC CL A COM 30069T101   2,949,788 117,756 SH   SOLE   117,756 0 0
EXXON MOBIL CORP COM 30231G102   52,707,186 477,853 SH   SOLE   477,853 0 0
GOLAR LNG LTD SHS G9456A100   85,425,216 3,748,364 SH   SOLE   3,748,364 0 0
GULFPORT ENERGY CORP COMMON SHARES 402635502   11,507,355 156,265 SH   SOLE   156,265 0 0
HESS CORP COM 42809H107   33,982,767 239,619 SH   SOLE   239,619 0 0
HESS MIDSTREAM LP CL A SHS 428103105   1,450,252 48,471 SH   SOLE   48,471 0 0
IMPERIAL OIL LTD COM NEW 453038408   974,800 20,000 SH   SOLE   20,000 0 0
KIMBELL RTY PARTNERS LP UNIT 49435R102   3,220,712 192,857 SH   SOLE   192,857 0 0
KINETIK HOLDINGS INC COM NEW CL A 02215L209   20,045,157 605,960 SH   SOLE   605,960 0 0
KOSMOS ENERGY LTD COM 500688106   3,180,000 500,000 SH   SOLE   500,000 0 0
MAGNOLIA OIL & GAS CORP CL A 559663109   44,100,422 1,880,615 SH   SOLE   1,880,615 0 0
MATADOR RES CO COM 576485205   25,322,117 442,385 SH   SOLE   442,385 0 0
NEW FORTRESS ENERGY INC COM CL A 644393100   14,010,859 330,289 SH   SOLE   330,289 0 0
NEXTDECADE CORP COM 65342K105   3,298,053 667,622 SH   SOLE   667,622 0 0
NEXTERA ENERGY INC COM 65339F101   1,672,000 20,000 SH   SOLE   20,000 0 0
NISOURCE INC COM 65473P105   18,767,646 684,451 SH   SOLE   684,451 0 0
NORTHERN OIL AND GAS INC MN COM 665531307   58,792,417 1,907,606 SH   SOLE   1,907,606 0 0
NORTHWEST PIPE CO COM 667746101   589,750 17,500 SH   SOLE   17,500 0 0
OCCIDENTAL PETE CORP COM 674599105   61,101,182 970,014 SH   SOLE   970,014 0 0
ONEOK INC NEW COM 682680103   13,140,000 200,000 SH   SOLE   200,000 0 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105   50,092,074 5,328,944 SH   SOLE   5,328,944 0 0
PHILLIPS 66 COM 718546104   6,772,902 65,074 SH   SOLE   65,074 0 0
RANGE RES CORP COM 75281A109   2,653,196 106,043 SH   SOLE   106,043 0 0
RILEY EXPLORATION PERMIAN IN COM 76665T102   639,131 21,717 SH   SOLE   21,717 0 0
SITIO ROYALTIES CORP CLASS A COM 82983N108   7,081,406 245,456 SH   SOLE   245,456 0 0
TARGA RES CORP COM 87612G101   31,972,500 435,000 SH   SOLE   435,000 0 0
VALERO ENERGY CORP COM 91913Y100   10,706,984 84,400 SH   SOLE   84,400 0 0
WILLIAMS COS INC COM 969457100   40,991,558 1,245,944 SH   SOLE   1,245,944 0 0