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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
ANTERO RESOURCES CORP COM 03674X106   83,854,311 3,697,280 SH   SOLE   3,697,280 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100   74,043,983 4,407,380 SH   SOLE   4,407,380 0 0
ATLANTICA SUSTAINABLE INFR P SHS G0751N103   1,266,350 58,900 SH   SOLE   58,900 0 0
CHENIERE ENERGY INC COM NEW 16411R208   5,497,716 32,205 SH   SOLE   32,205 0 0
CHESAPEAKE ENERGY CORP COM 165167735   33,084,200 430,000 SH   SOLE   430,000 0 0
CHORD ENERGY CORPORATION COM NEW 674215207   106,013,349 637,751 SH   SOLE   637,751 0 0
CIVITAS RESOURCES INC COM NEW 17888H103   134,913,604 1,972,998 SH   SOLE   1,972,998 0 0
CONSOLIDATED EDISON INC COM 209115104   545,820 6,000 SH   SOLE   6,000 0 0
DARLING INGREDIENTS INC COM 237266101   19,936,000 400,000 SH   SOLE   400,000 0 0
ENERPLUS CORP COM 292766102   7,671,979 500,000 SH   SOLE   500,000 0 0
EXELON CORP COM 30161N101   509,780 14,200 SH   SOLE   14,200 0 0
EXPRO GROUP HOLDINGS NV COM N3144W105   49,155,802 3,087,676 SH   SOLE   3,087,676 0 0
FIRST SOLAR INC COM 336433107   16,036,856 93,086 SH   SOLE   93,086 0 0
HALLIBURTON CO COM 406216101   37,927,748 1,049,177 SH   SOLE   1,049,177 0 0
ISHARES TR 20 YR TR BD ETF 464287432   3,727,776 37,700 SH   SOLE   37,700 0 0
ISHARES TR 7-10 YR TRSY BD 464287440   4,188,146 43,450 SH   SOLE   43,450 0 0
MASTEC INC COM 576323109   1,893,000 25,000 SH   SOLE   25,000 0 0
MRC GLOBAL INC COM 55345K103   4,006,936 363,936 SH   SOLE   363,936 0 0
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106   334,510 11,000 SH   SOLE   11,000 0 0
NOBLE CORP PLC ORD SHS A G65431127   101,207,084 2,101,476 SH   SOLE   2,101,476 0 0
OCEANEERING INTL INC COM 675232102   27,049,817 1,271,138 SH   SOLE   1,271,138 0 0
OVINTIV INC COM 69047Q102   39,744,877 904,938 SH   SOLE   904,938 0 0
PATTERSON-UTI ENERGY INC COM 703481101   8,300,696 768,583 SH   SOLE   768,583 0 0
PEMBINA PIPELINE CORP COM 706327103   2,011,264 58,433 SH   SOLE   58,433 0 0
SEADRILL 2021 LTD COM G7997W102   69,177,496 1,463,145 SH   SOLE   1,463,145 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886   9,533,698 150,540 SH   SOLE   150,540 0 0
SOUTHWESTERN ENERGY CO COM 845467109   5,894,999 900,000 SH   SOLE   900,000 0 0
TALOS ENERGY INC COM 87484T108   106,237,949 7,465,773 SH   SOLE   7,465,773 0 0
TARGA RES CORP COM 87612G101   8,719,664 100,376 SH   SOLE   100,376 0 0
TENARIS S A SPONSORED ADS 88031M109   45,910,313 1,320,780 SH   SOLE   1,320,780 0 0
XCEL ENERGY INC COM 98389B100   1,566,323 25,300 SH   SOLE   25,300 0 0