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   7,002,000 150,000 SH   SOLE 0 150,000 0 0
AGNICO EAGLE MINES LTD COM 008474108   5,199,000 100,000 SH   SOLE 0 100,000 0 0
ALLISON TRANSMISSION HLDGS I COM 01973R101   1,664,000 40,000 SH   SOLE 0 40,000 0 0
ANTERO RESOURCES CORP COM 03674X106   4,803,450 155,000 SH   SOLE 0 155,000 0 0
EQT CORP COM 26884L109   3,382,000 100,000 SH   SOLE 0 100,000 0 0
ECOVYST INC COM 27923Q109   2,215,000 250,000 SH   SOLE 0 250,000 0 0
EPSILON ENERGY LTD COM 294375209   7,073,965 1,066,963 SH   SOLE 0 1,066,963 0 0
HOLOGIC INC COM 436440101   748,100 10,000 SH   SOLE 0 10,000 0 0
INSTALLED BLDG PRODS INC COM 45780R101   642,000 7,500 SH   SOLE 0 7,500 0 0
IRIDEX CORP COM 462684101   2,054,140 1,021,960 SH   SOLE 0 1,021,960 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409   117,740 500 SH   SOLE 0 500 0 0
NAVIGATOR HLDGS LTD SHS Y62132108   8,372,000 700,000 SH   SOLE 0 700,000 0 0
OVINTIV INC COM 69047Q102   1,521,300 30,000 SH   SOLE 0 30,000 0 0
SAUL CTRS INC COM 804395101   1,017,000 25,000 SH   SOLE 0 25,000 0 0
SOUTHWESTERN ENERGY CO COM 845467109   1,755,000 300,000 SH   SOLE 0 300,000 0 0
TOPBUILD CORP COM 89055F103   782,450 5,000 SH   SOLE 0 5,000 0 0
UNITED RENTALS INC COM 911363109   5,331,300 15,000 SH   SOLE 0 15,000 0 0