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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
APTIV PLC SHS G6095L109   25,483,710 284,036 SH   SOLE   284,036 0 0
AUTOLIV INC COM 052800109   20,362,671 184,796 SH   SOLE   184,796 0 0
BAKER HUGHES COMPANY CL A 05722G100   89,124,418 2,607,502 SH   SOLE   2,607,502 0 0
CANADIAN NAT RES LTD COM 136385101   21,844,827 333,407 SH   SOLE   333,407 0 0
CHENIERE ENERGY INC COM NEW 16411R208   2,014,378 11,800 SH   SOLE   11,800 0 0
CHEVRON CORP NEW COM 166764100   66,030,149 442,680 SH   SOLE   442,680 0 0
CHORD ENERGY CORPORATION COM NEW 674215207   72,910,140 438,610 SH   SOLE   438,610 0 0
CRESCENT PT ENERGY CORP COM 22576C101   13,636,009 1,967,678 SH   SOLE   1,967,678 0 0
DARLING INGREDIENTS INC COM 237266101   21,684,935 435,091 SH   SOLE   435,091 0 0
DIAMONDBACK ENERGY INC COM 25278X109   53,534,081 345,203 SH   SOLE   345,203 0 0
ENERPLUS CORP COM 292766102   18,961,206 1,236,063 SH   SOLE   1,236,063 0 0
EQT CORP COM 26884L109   28,008,977 724,495 SH   SOLE   724,495 0 0
EXPRO GROUP HOLDINGS NV COM N3144W105   4,316,517 271,138 SH   SOLE   271,138 0 0
EXXON MOBIL CORP COM 30231G102   92,881,320 928,999 SH   SOLE   928,999 0 0
FIRST SOLAR INC COM 336433107   17,748,630 103,022 SH   SOLE   103,022 0 0
FLEX LTD ORD Y2573F102   13,038,068 428,039 SH   SOLE   428,039 0 0
FREEPORT-MCMORAN INC CL B 35671D857   24,907,324 585,091 SH   SOLE   585,091 0 0
HF SINCLAIR CORP COM 403949100   41,748,685 751,281 SH   SOLE   751,281 0 0
ITRON INC COM 465741106   1,676,322 22,200 SH   SOLE   22,200 0 0
LOUISIANA PAC CORP COM 546347105   12,013,689 169,613 SH   SOLE   169,613 0 0
MARATHON OIL CORP COM 565849106   53,608,262 2,218,885 SH   SOLE   2,218,885 0 0
MASTEC INC COM 576323109   1,688,556 22,300 SH   SOLE   22,300 0 0
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106   21,102,229 693,924 SH   SOLE   693,924 0 0
NEXTRACKER INC CLASS A COM 65290E101   21,533,900 459,635 SH   SOLE   459,635 0 0
NUCOR CORP COM 670346105   4,894,179 28,121 SH   SOLE   28,121 0 0
NVENT ELECTRIC PLC SHS G6700G107   23,782,425 402,478 SH   SOLE   402,478 0 0
ONEOK INC NEW COM 682680103   47,192,194 672,062 SH   SOLE   672,062 0 0
OVINTIV INC COM 69047Q102   40,459,895 921,218 SH   SOLE   921,218 0 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105   41,304,410 3,037,089 SH   SOLE   3,037,089 0 0
PHILLIPS 66 COM 718546104   100,284,643 753,227 SH   SOLE   753,227 0 0
PPG INDS INC COM 693506107   61,207,525 409,278 SH   SOLE   409,278 0 0
RIO TINTO PLC SPONSORED ADR 767204100   24,905,530 334,482 SH   SOLE   334,482 0 0
SCORPIO TANKERS INC SHS Y7542C130   11,602,768 190,835 SH   SOLE   190,835 0 0
SHELL PLC SPON ADS 780259305   83,740,238 1,272,648 SH   SOLE   1,272,648 0 0
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107   13,684,058 880,570 SH   SOLE   880,570 0 0
SOUTHWESTERN ENERGY CO COM 845467109   20,912,755 3,192,787 SH   SOLE   3,192,787 0 0
SUNNOVA ENERGY INTL INC. COM 86745K104   157,045 10,298 SH   SOLE   10,298 0 0
TARGA RES CORP COM 87612G101   124,809,604 1,436,740 SH   SOLE   1,436,740 0 0
TECHNIPFMC PLC COM G87110105   55,926,182 2,776,871 SH   SOLE   2,776,871 0 0
TECK RESOURCES LTD CL B 878742204   41,670,485 985,817 SH   SOLE   985,817 0 0
TENARIS S A SPONSORED ADS 88031M109   21,621,693 622,028 SH   SOLE   622,028 0 0
VALERO ENERGY CORP COM 91913Y100   34,768,370 267,449 SH   SOLE   267,449 0 0
VISTRA CORP COM 92840M102   132,767,654 3,446,720 SH   SOLE   3,446,720 0 0
WEATHERFORD INTL PLC ORD SHS G48833118   64,731,078 661,669 SH   SOLE   661,669 0 0
WESCO INTL INC COM 95082P105   3,059,245 17,594 SH   SOLE   17,594 0 0