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 2,534 14,500 SH   SOLE   14,500 0 0
ABBVIE INC Common Stock 00287Y109 9,322 87,000 SH   SOLE   87,000 0 0
ADV MICRO DEVICE Common Stock 007903107 1,559 17,000 SH   SOLE   17,000 0 0
AIR PRODS & CHEM Common Stock 009158106 2,049 7,500 SH   SOLE   7,500 0 0
ALLETE INC Common Stock 018522300 2,261 36,500 SH   SOLE   36,500 0 0
ALLIANT ENERGY Common Stock 018802108 1,288 25,000 SH   SOLE   25,000 0 0
ALTRIA GROUP INC Common Stock 02209S103 7,995 195,000 SH   SOLE   195,000 0 0
AMEREN CORP Common Stock 023608102 1,171 15,000 SH   SOLE   15,000 0 0
AMERICAN ELECTRI Common Stock 025537101 3,914 47,000 SH   SOLE   47,000 0 0
APPLE INC Common Stock 037833100 2,654 20,000 SH   SOLE   20,000 0 0
ARCHROCK INC Common Stock 03957W106 3,637 420,000 SH   SOLE   420,000 0 0
AT&T INC Common Stock 00206R102 8,340 290,000 SH   SOLE   290,000 0 0
BAKER HUGHES A CL A 05722G100 1,147 55,000 SH   SOLE   55,000 0 0
BANK OF AMERICA Common Stock 060505104 909 30,000 SH   SOLE   30,000 0 0
BCE INC Common Stock 05534B760 5,136 120,000 SH   SOLE   120,000 0 0
BECTON DICKINSON Common Stock 075887109 751 3,000 SH   SOLE   3,000 0 0
BEST BUY CO INC Common Stock 086516101 998 10,000 SH   SOLE   10,000 0 0
BIOGEN INC Common Stock 09062X103 575 2,350 SH   SOLE   2,350 0 0
BLACKROCK INC Common Stock 09247X101 3,608 5,000 SH   SOLE   5,000 0 0
BLOOM ENERGY C-A COM CL A 093712107 1,032 36,000 SH   SOLE   36,000 0 0
BP PLC-ADR Spnsored ADR 055622104 82 4,000 SH   SOLE   4,000 0 0
BRISTOL-MYER SQB Common Stock 110122108 310 5,000 SH   SOLE   5,000 0 0
BRIT AMER TO-ADR Sponsored ADR 110448107 2,099 56,000 SH   SOLE   56,000 0 0
BROADCOM INC Common Stock 11135F101 9,195 21,000 SH   SOLE   21,000 0 0
CABOT OIL & GAS Common Stock 127097103 3,256 200,000 SH   SOLE   200,000 0 0
CACTUS INC- A CL A 127203107 5,084 195,000 SH   SOLE   195,000 0 0
CAMPBELL SOUP CO Common Stock 134429109 822 17,000 SH   SOLE   17,000 0 0
CARDINAL HEALTH Common Stock 14149Y108 2,196 41,000 SH   SOLE   41,000 0 0
CATERPILLAR INC Common Stock 149123101 1,001 5,500 SH   SOLE   5,500 0 0
CHAMPIONX CORP Common Stock 15872M104 5,508 360,000 SH   SOLE   360,000 0 0
CHENIERE ENERGY Common Stock 16411R208 4,202 70,000 SH   SOLE   70,000 0 0
CHEVRON CORP Common Stock 166764100 3,260 38,600 SH   SOLE   38,600 0 0
CISCO SYSTEMS Common Stock 17275R102 2,685 60,000 SH   SOLE   60,000 0 0
CME GROUP INC Common Stock 12572Q105 5,097 28,000 SH   SOLE   28,000 0 0
COCA-COLA CO/THE Common Stock 191216100 6,416 117,000 SH   SOLE   117,000 0 0
CONCHO RESOURCES Common Stock 20605P101 1,225 21,000 SH   SOLE   21,000 0 0
CONOCOPHILLIPS Common Stock 20825C104 940 23,500 SH   SOLE   23,500 0 0
CONS EDISON INC Common Stock 209115104 5,854 81,000 SH   SOLE   81,000 0 0
DARLING INGREDIE Common Stock 237266101 865 15,000 SH   SOLE   15,000 0 0
DEERE & CO Common Stock 244199105 1,345 5,000 SH   SOLE   5,000 0 0
DIAMONDBACK ENER Common Stock 25278X109 3,920 81,000 SH   SOLE   81,000 0 0
DMC GLOBAL INC Common Stock 23291C103 2,595 60,000 SH   SOLE   60,000 0 0
DOW INC Common Stock 260557103 89 1,600 SH   SOLE   1,600 0 0
DUKE ENERGY CORP Common Stock 26441C204 5,036 55,000 SH   SOLE   55,000 0 0
EDWARDS LIFE Common Stock 28176E108 821 9,000 SH   SOLE   9,000 0 0
EMERSON ELEC CO Common Stock 291011104 804 10,000 SH   SOLE   10,000 0 0
ENBRIDGE INC Common Stock 29250N105 5,502 172,000 SH   SOLE   172,000 0 0
ENTERGY CORP Common Stock 29364G103 3,295 33,000 SH   SOLE   33,000 0 0
EXELON CORP Common Stock 30161N101 6,164 146,000 SH   SOLE   146,000 0 0
EXXON MOBIL CORP Common Stock 30231G102 2,428 58,900 SH   SOLE   58,900 0 0
FEDEX CORP Common Stock 31428X106 909 3,500 SH   SOLE   3,500 0 0
FIRST SOLAR INC Common Stock 336433107 1,088 11,000 SH   SOLE   11,000 0 0
FUELCELL ENERGY Common Stock 35952H601 949 85,000 SH   SOLE   85,000 0 0
GENUINE PARTS CO Common Stock 372460105 1,758 17,500 SH   SOLE   17,500 0 0
HELMERICH & PAYN Common Stock 423452101 1,135 49,000 SH   SOLE   49,000 0 0
HOLLYFRONTIER CO Common Stock 436106108 3,787 146,500 SH   SOLE   146,500 0 0
HOME DEPOT INC Common Stock 437076102 930 3,500 SH   SOLE   3,500 0 0
HP INC Common Stock 40434L105 934 38,000 SH   SOLE   38,000 0 0
IBM Common Stock 459200101 8,056 64,000 SH   SOLE   64,000 0 0
INTUIT INC Common Stock 461202103 1,140 3,000 SH   SOLE   3,000 0 0
JOHNSON&JOHNSON Common Stock 478160104 5,980 38,000 SH   SOLE   38,000 0 0
JPMORGAN CHASE Common Stock 46625H100 6,226 49,000 SH   SOLE   49,000 0 0
KIMBERLY-CLARK Common Stock 494368103 7,052 52,300 SH   SOLE   52,300 0 0
KINDER MORGAN IN Common Stock 49456B101 4,238 310,000 SH   SOLE   310,000 0 0
LOCKHEED MARTIN Common Stock 539830109 1,597 4,500 SH   SOLE   4,500 0 0
LOWE'S COS INC Common Stock 548661107 1,605 10,000 SH   SOLE   10,000 0 0
LYONDELLBASELL-A SHS -A- N53745100 92 1,000 SH   SOLE   1,000 0 0
MAGNOLIA OIL-A CL A 559663109 635 90,000 SH   SOLE   90,000 0 0
MARATHON PETROLE Common Stock 56585A102 83 2,000 SH   SOLE   2,000 0 0
MASTERCARD INC-A CL A 57636Q104 1,071 3,000 SH   SOLE   3,000 0 0
MCDONALDS CORP Common Stock 580135101 1,395 6,500 SH   SOLE   6,500 0 0
MERCK & CO Common Stock 58933Y105 2,618 32,000 SH   SOLE   32,000 0 0
NATIONAL ENERGY SHS G6375R107 1,291 130,000 SH   SOLE   130,000 0 0
NEW FORTRESS ENE COM CL A 644393100 1,447 27,000 SH   SOLE   27,000 0 0
NEXTERA ENERGY Common Stock 65339F101 1,697 22,000 SH   SOLE   22,000 0 0
NEXTIER OILFIELD Common Stock 65290C105 172 50,000 SH   SOLE   50,000 0 0
NVIDIA CORP Common Stock 67066G104 2,089 4,000 SH   SOLE   4,000 0 0
OLD REPUB INTL Common Stock 680223104 4,041 205,000 SH   SOLE   205,000 0 0
PARSLEY ENERGY-A CL A 701877102 6,532 460,000 SH   SOLE   460,000 0 0
PEMBINA PIPELINE Common Stock 706327103 2,328 98,400 SH   SOLE   98,400 0 0
PEPSICO INC Common Stock 713448108 3,337 22,500 SH   SOLE   22,500 0 0
PFIZER INC Common Stock 717081103 5,448 148,000 SH   SOLE   148,000 0 0
PHILIP MORRIS IN Common Stock 718172109 4,967 60,000 SH   SOLE   60,000 0 0
PHILLIPS 66 Common Stock 718546104 5,427 77,600 SH   SOLE   77,600 0 0
PNC FINANCIAL SE Common Stock 693475105 4,023 27,000 SH   SOLE   27,000 0 0
PROCTER & GAMBLE Common Stock 742718109 1,391 10,000 SH   SOLE   10,000 0 0
PROPETRO HOLDING Common Stock 74347M108 2,439 330,000 SH   SOLE   330,000 0 0
PRUDENTL FINL Common Stock 744320102 2,576 33,000 SH   SOLE   33,000 0 0
QUALCOMM INC Common Stock 747525103 2,864 18,800 SH   SOLE   18,800 0 0
QUANTA SERVICES Common Stock 74762E102 1,296 18,000 SH   SOLE   18,000 0 0
RAYTHEON TECHNOL Common Stock 75513E101 1,073 15,000 SH   SOLE   15,000 0 0
ROYAL DUTCH-ADR Spon ADR B 780259107 101 3,000 SH   SOLE   3,000 0 0
S&P GLOBAL INC Common Stock 78409V104 1,644 5,000 SH   SOLE   5,000 0 0
SALESFORCE.COM Common Stock 79466L302 1,780 8,000 SH   SOLE   8,000 0 0
SOLAREDGE TECHNO Common Stock 83417M104 1,755 5,500 SH   SOLE   5,500 0 0
SOLARIS OIL IN-A COM CL A 83418M103 1,783 219,000 SH   SOLE   219,000 0 0
SOUTHERN CO Common Stock 842587107 1,843 30,000 SH   SOLE   30,000 0 0
STARBUCKS CORP Common Stock 855244109 1,819 17,000 SH   SOLE   17,000 0 0
STATE ST CORP Common Stock 857477103 728 10,000 SH   SOLE   10,000 0 0
SUNNOVA ENERGY I Common Stock 86745K104 3,294 73,000 SH   SOLE   73,000 0 0
SUNRUN INC Common Stock 86771W105 1,318 19,000 SH   SOLE   19,000 0 0
TARGET CORP Common Stock 87612E106 1,765 10,000 SH   SOLE   10,000 0 0
TC Energy Corp Common Stock 87807B107 3,718 91,300 SH   SOLE   91,300 0 0
TECHNIPFMC PLC Common Stock G87110105 1,222 130,000 SH   SOLE   130,000 0 0
TEXAS INSTRUMENT Common Stock 882508104 1,970 12,000 SH   SOLE   12,000 0 0
THERMO FISHER Common Stock 883556102 2,329 5,000 SH   SOLE   5,000 0 0
TOTAL SE-SP ADR Sponsored ADR 89151E109 184 4,400 SH   SOLE   4,400 0 0
TRANE TECHNOLOGI SHS G8994E103 871 6,000 SH   SOLE   6,000 0 0
TRUIST FINANCIAL Common Stock 89832Q109 2,444 51,000 SH   SOLE   51,000 0 0
UNITEDHEALTH GRP Common Stock 91324P102 1,403 4,000 SH   SOLE   4,000 0 0
VALERO ENERGY Common Stock 91913Y100 2,376 42,000 SH   SOLE   42,000 0 0
VERIZON COMMUNIC Common Stock 92343V104 7,873 134,000 SH   SOLE   134,000 0 0
VIATRIS INC-W/I Common Stock 92556V106 344 18,362 SH   SOLE   18,362 0 0
VISA INC-CLASS A COM CL A 92826C839 1,531 7,000 SH   SOLE   7,000 0 0
WALT DISNEY CO Common Stock 254687106 1,268 7,000 SH   SOLE   7,000 0 0
WASTE MANAGEMENT Common Stock 94106L109 1,415 12,000 SH   SOLE   12,000 0 0
WILLIAMS COS INC Common Stock 969457100 2,466 123,000 SH   SOLE   123,000 0 0
YUM! BRANDS INC Common Stock 988498101 825 7,600 SH   SOLE   7,600 0 0