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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3M CO Common Stock 88579Y101 2,262 14,500 SH   SOLE   14,500 0 0
ABBVIE INC Common Stock 00287Y109 7,364 75,000 SH   SOLE   75,000 0 0
ADV MICRO DEVICE Common Stock 007903107 789 15,000 SH   SOLE   15,000 0 0
AIR PRODS & CHEM Common Stock 009158106 1,883 7,800 SH   SOLE   7,800 0 0
ALLETE INC Common Stock 018522300 519 9,500 SH   SOLE   9,500 0 0
ALLIANT ENERGY Common Stock 018802108 2,153 45,000 SH   SOLE   45,000 0 0
ALTRIA GROUP INC Common Stock 02209S103 6,790 173,000 SH   SOLE   173,000 0 0
AMERICAN ELECTRI Common Stock 025537101 3,584 45,000 SH   SOLE   45,000 0 0
AMGEN INC Common Stock 031162100 1,179 5,000 SH   SOLE   5,000 0 0
APPLE INC Common Stock 037833100 1,824 5,000 SH   SOLE   5,000 0 0
ARCHROCK INC Common Stock 03957W106 4,673 720,000 SH   SOLE   720,000 0 0
AT&T INC Common Stock 00206R102 8,464 280,000 SH   SOLE   280,000 0 0
BAKER HUGHES A CL A 05722G100 770 50,000 SH   SOLE   50,000 0 0
BANK OF AMERICA Common Stock 060505104 475 20,000 SH   SOLE   20,000 0 0
BCE INC Common Stock 05534B760 4,386 105,000 SH   SOLE   105,000 0 0
BECTON DICKINSON Common Stock 075887109 718 3,000 SH   SOLE   3,000 0 0
BEST BUY CO INC Common Stock 086516101 698 8,000 SH   SOLE   8,000 0 0
BIOGEN INC Common Stock 09062X103 629 2,350 SH   SOLE   2,350 0 0
BLACKROCK INC Common Stock 09247X101 3,537 6,500 SH   SOLE   6,500 0 0
BP PLC-ADR SPONSORED ADR 055622104 1,049 45,000 SH   SOLE   45,000 0 0
BRISTOL-MYER SQB Common Stock 110122108 3,822 65,000 SH   SOLE   65,000 0 0
BROADCOM INC Common Stock 11135F101 5,239 16,600 SH   SOLE   16,600 0 0
CABOT OIL & GAS Common Stock 127097103 3,436 200,000 SH   SOLE   200,000 0 0
CACTUS INC- A CL A 127203107 3,301 160,000 SH   SOLE   160,000 0 0
CAMPBELL SOUP CO Common Stock 134429109 844 17,000 SH   SOLE   17,000 0 0
CARDINAL HEALTH Common Stock 14149Y108 1,566 30,000 SH   SOLE   30,000 0 0
CATERPILLAR INC Common Stock 149123101 1,708 13,500 SH   SOLE   13,500 0 0
CHAMPIONX CORP Common Stock 15872M104 2,928 300,000 SH   SOLE   300,000 0 0
CHENIERE ENERGY Common Stock 16411R208 3,382 70,000 SH   SOLE   70,000 0 0
CHEVRON CORP Common Stock 166764100 1,749 19,600 SH   SOLE   19,600 0 0
CISCO SYSTEMS Common Stock 17275R102 2,099 45,000 SH   SOLE   45,000 0 0
CITIGROUP INC Common Stock 172967424 2,146 42,000 SH   SOLE   42,000 0 0
CME GROUP INC Common Stock 12572Q105 650 4,000 SH   SOLE   4,000 0 0
COCA-COLA CO/THE Common Stock 191216100 6,255 140,000 SH   SOLE   140,000 0 0
CONCHO RESOURCES Common Stock 20605P101 2,318 45,000 SH   SOLE   45,000 0 0
CONOCOPHILLIPS Common Stock 20825C104 3,088 73,500 SH   SOLE   73,500 0 0
CONS EDISON INC Common Stock 209115104 3,165 44,000 SH   SOLE   44,000 0 0
CVR ENERGY INC Common Stock 12662P108 60 3,000 SH   SOLE   3,000 0 0
DEERE & CO Common Stock 244199105 597 3,800 SH   SOLE   3,800 0 0
DIAMONDBACK ENER Common Stock 25278X109 836 20,000 SH   SOLE   20,000 0 0
DMC GLOBAL INC Common Stock 23291C103 1,380 50,000 SH   SOLE   50,000 0 0
DOMINION ENERGY INC Common Stock 25746U109 5,317 65,500 SH   SOLE   65,500 0 0
DOW INC Common Stock 260557103 183 4,500 SH   SOLE   4,500 0 0
DRIL-QUIP INC Common Stock 262037104 1,043 35,000 SH   SOLE   35,000 0 0
DUKE ENERGY CORP Common Stock 26441C204 3,835 48,000 SH   SOLE   48,000 0 0
EDWARDS LIFE Common Stock 28176E108 622 9,000 SH   SOLE   9,000 0 0
ENBRIDGE INC Common Stock 29250N105 1,704 56,000 SH   SOLE   56,000 0 0
EOG RESOURCES Common Stock 26875P101 1,064 21,000 SH   SOLE   21,000 0 0
EQT CORP Common Stock 26884L109 595 50,000 SH   SOLE   50,000 0 0
EQUINOR ASA-ADR SPONSORED ADR 29446M102 174 12,000 SH   SOLE   12,000 0 0
EURONAV NV SHS B38564108 652 80,000 SH   SOLE   80,000 0 0
EXELON CORP Common Stock 30161N101 2,939 81,000 SH   SOLE   81,000 0 0
EXXON MOBIL CORP Common Stock 30231G102 313 7,000 SH   SOLE   7,000 0 0
FEDEX CORP Common Stock 31428X106 491 3,500 SH   SOLE   3,500 0 0
FIRST SOLAR INC Common Stock 336433107 743 15,000 SH   SOLE   15,000 0 0
GENUINE PARTS CO Common Stock 372460105 1,304 15,000 SH   SOLE   15,000 0 0
HELMERICH & PAYN Common Stock 423452101 1,210 62,000 SH   SOLE   62,000 0 0
HESS CORP Common Stock 42809H107 1,554 30,000 SH   SOLE   30,000 0 0
HOLLYFRONTIER CO Common Stock 436106108 2,686 92,000 SH   SOLE   92,000 0 0
HOME DEPOT INC Common Stock 437076102 877 3,500 SH   SOLE   3,500 0 0
HP INC Common Stock 40434L105 662 38,000 SH   SOLE   38,000 0 0
IBM Common Stock 459200101 7,367 61,000 SH   SOLE   61,000 0 0
ILLINOIS TOOL WO Common Stock 452308109 1,923 11,000 SH   SOLE   11,000 0 0
INTEL CORP Common Stock 458140100 1,436 24,000 SH   SOLE   24,000 0 0
INTUIT INC Common Stock 461202103 592 2,000 SH   SOLE   2,000 0 0
JOHNSON&JOHNSON Common Stock 478160104 6,469 46,000 SH   SOLE   46,000 0 0
JPMORGAN CHASE Common Stock 46625H100 4,609 49,000 SH   SOLE   49,000 0 0
KIMBERLY-CLARK Common Stock 494368103 7,421 52,500 SH   SOLE   52,500 0 0
KINDER MORGAN IN Common Stock 49456B101 4,248 280,000 SH   SOLE   280,000 0 0
LOCKHEED MARTIN Common Stock 539830109 2,007 5,500 SH   SOLE   5,500 0 0
LOWE'S COS INC Common Stock 548661107 973 7,200 SH   SOLE   7,200 0 0
LYONDELLBASELL-A SHS -A- N53745100 66 1,000 SH   SOLE   1,000 0 0
MAGNOLIA OIL-A CL A 559663109 1,242 205,000 SH   SOLE   205,000 0 0
MARATHON PETROLE Common Stock 56585A102 822 22,000 SH   SOLE   22,000 0 0
MASTERCARD INC-A CL A 57636Q104 887 3,000 SH   SOLE   3,000 0 0
MCDONALDS CORP Common Stock 580135101 2,029 11,000 SH   SOLE   11,000 0 0
MERCK & CO Common Stock 58933Y105 3,480 45,000 SH   SOLE   45,000 0 0
MONTAGE RESOURCE Common Stock 61179L100 790 200,000 SH   SOLE   200,000 0 0
NVIDIA CORP Common Stock 67066G104 1,520 4,000 SH   SOLE   4,000 0 0
OLD REPUB INTL Common Stock 680223104 1,876 115,000 SH   SOLE   115,000 0 0
PARSLEY ENERGY-A CL A 701877102 4,272 400,000 SH   SOLE   400,000 0 0
PEMBINA PIPELINE Common Stock 706327103 1,450 58,000 SH   SOLE   58,000 0 0
PEPSICO INC Common Stock 713448108 4,695 35,500 SH   SOLE   35,500 0 0
PFIZER INC Common Stock 717081103 4,840 148,000 SH   SOLE   148,000 0 0
PHILIP MORRIS IN Common Stock 718172109 4,694 67,000 SH   SOLE   67,000 0 0
PHILLIPS 66 Common Stock 718546104 4,674 65,000 SH   SOLE   65,000 0 0
PIONEER NATURAL Common Stock 723787107 1,466 15,000 SH   SOLE   15,000 0 0
PNC FINANCIAL SE Common Stock 693475105 1,894 18,000 SH   SOLE   18,000 0 0
PROCTER & GAMBLE Common Stock 742718109 5,620 47,000 SH   SOLE   47,000 0 0
PROPETRO HOLDING Common Stock 74347M108 1,696 330,000 SH   SOLE   330,000 0 0
PRUDENTL FINL Common Stock 744320102 487 8,000 SH   SOLE   8,000 0 0
QUALCOMM INC Common Stock 747525103 1,715 18,800 SH   SOLE   18,800 0 0
ROYAL DUTCH-ADR SPON ADR B 780259107 1,005 33,000 SH   SOLE   33,000 0 0
S&P GLOBAL INC Common Stock 78409V104 1,219 3,700 SH   SOLE   3,700 0 0
SCORPIO TANKERS SHS Y7542C130 384 30,000 SH   SOLE   30,000 0 0
SOLAREDGE TECHNO Common Stock 83417M104 694 5,000 SH   SOLE   5,000 0 0
SOLARIS OIL IN-A COM CL A 83418M103 594 80,000 SH   SOLE   80,000 0 0
SOUTHERN CO Common Stock 842587107 1,556 30,000 SH   SOLE   30,000 0 0
STARBUCKS CORP Common Stock 855244109 1,251 17,000 SH   SOLE   17,000 0 0
SUNCOR ENERGY Common Stock 867224107 1,012 60,000 SH   SOLE   60,000 0 0
SUNNOVA ENERGY I Common Stock 86745K104 1,110 65,000 SH   SOLE   65,000 0 0
TARGET CORP Common Stock 87612E106 2,758 23,000 SH   SOLE   23,000 0 0
TC Energy Corp Common Stock 87807B107 4,907 114,500 SH   SOLE   114,500 0 0
TECHNIPFMC PLC Common Stock G87110105 1,163 170,000 SH   SOLE   170,000 0 0
TEXAS INSTRUMENT Common Stock 882508104 1,524 12,000 SH   SOLE   12,000 0 0
THERMO FISHER Common Stock 883556102 1,812 5,000 SH   SOLE   5,000 0 0
TOTAL SA-SP ADR SPONSORED ADR 89151E109 169 4,400 SH   SOLE   4,400 0 0
TRANE TECHNOLOGI SHS G8994E103 534 6,000 SH   SOLE   6,000 0 0
TRUIST FINANCIAL Common Stock 89832Q109 1,202 32,000 SH   SOLE   32,000 0 0
UNION PAC CORP Common Stock 907818108 1,353 8,000 SH   SOLE   8,000 0 0
UNITEDHEALTH GRP Common Stock 91324P102 1,180 4,000 SH   SOLE   4,000 0 0
VALERO ENERGY Common Stock 91913Y100 3,382 57,500 SH   SOLE   57,500 0 0
VERIZON COMMUNIC Common Stock 92343V104 8,490 154,000 SH   SOLE   154,000 0 0
VISA INC-CLASS A COM CL A 92826C839 1,352 7,000 SH   SOLE   7,000 0 0
WALGREENS BOOTS Common Stock 931427108 1,272 30,000 SH   SOLE   30,000 0 0
WALT DISNEY CO Common Stock 254687106 781 7,000 SH   SOLE   7,000 0 0
WASTE MANAGEMENT Common Stock 94106L109 847 8,000 SH   SOLE   8,000 0 0
WEC ENERGY GROUP Common Stock 92939U106 3,944 45,000 SH   SOLE   45,000 0 0
WILLIAMS COS INC Common Stock 969457100 3,519 185,000 SH   SOLE   185,000 0 0
XCEL ENERGY INC Common Stock 98389B100 1,063 17,000 SH   SOLE   17,000 0 0
YUM! BRANDS INC Common Stock 988498101 661 7,600 SH   SOLE   7,600 0 0