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 2,601 13,500 SH   SOLE   13,500 0 0
ABBVIE INC Common Stock 00287Y109 9,740 90,000 SH   SOLE   90,000 0 0
ADV MICRO DEVICE Common Stock 007903107 1,335 17,000 SH   SOLE   17,000 0 0
AES CORP Common Stock 00130H105 2,520 94,000 SH   SOLE   94,000 0 0
AIR PRODS & CHEM Common Stock 009158106 3,376 12,000 SH   SOLE   12,000 0 0
ALLETE INC Common Stock 018522300 1,680 25,000 SH   SOLE   25,000 0 0
ALLIANT ENERGY Common Stock 018802108 975 18,000 SH   SOLE   18,000 0 0
ALTRIA GROUP INC Common Stock 02209S103 9,362 183,000 SH   SOLE   183,000 0 0
AMEREN CORP Common Stock 023608102 895 11,000 SH   SOLE   11,000 0 0
AMERICAN ELECTRI Common Stock 025537101 3,981 47,000 SH   SOLE   47,000 0 0
APPLE INC Common Stock 037833100 2,443 20,000 SH   SOLE   20,000 0 0
ARCHROCK INC Common Stock 03957W106 3,701 390,000 SH   SOLE   390,000 0 0
ARRAY TECHNOLOGI Common Stock 04271T100 1,193 40,000 SH   SOLE   40,000 0 0
AT&T INC Common Stock 00206R102 6,659 220,000 SH   SOLE   220,000 0 0
BAKER HUGHES A CL A 05722G100 2,042 94,500 SH   SOLE   94,500 0 0
BANK OF AMERICA Common Stock 060505104 1,161 30,000 SH   SOLE   30,000 0 0
BCE INC Common Stock 05534B760 5,056 112,000 SH   SOLE   112,000 0 0
BEST BUY CO INC Common Stock 086516101 1,148 10,000 SH   SOLE   10,000 0 0
BLACKROCK INC Common Stock 09247X101 3,770 5,000 SH   SOLE   5,000 0 0
BLOOM ENERGY C-A Common Stock 093712107 920 34,000 SH   SOLE   34,000 0 0
BP PLC-ADR Sponsored ADR 055622104 88 3,600 SH   SOLE   3,600 0 0
BRIT AMER TO-ADR Sponsored ADR 110448107 1,705 44,000 SH   SOLE   44,000 0 0
BROADCOM INC Common Stock 11135F101 10,201 22,000 SH   SOLE   22,000 0 0
CABOT OIL & GAS Common Stock 127097103 3,944 210,000 SH   SOLE   210,000 0 0
CACTUS INC- A CL A 127203107 7,196 235,000 SH   SOLE   235,000 0 0
CAMPBELL SOUP CO Common Stock 134429109 855 17,000 SH   SOLE   17,000 0 0
CAN NATURAL RES Common Stock 136385101 2,161 70,000 SH   SOLE   70,000 0 0
CATERPILLAR INC Common Stock 149123101 1,275 5,500 SH   SOLE   5,500 0 0
CHAMPIONX CORP Common Stock 15872M104 5,650 260,000 SH   SOLE   260,000 0 0
CHENIERE ENERGY Common Stock 16411R208 5,041 70,000 SH   SOLE   70,000 0 0
CHEVRON CORP Common Stock 166764100 2,777 26,500 SH   SOLE   26,500 0 0
CIMAREX ENERGY C Common Stock 171798101 1,069 18,000 SH   SOLE   18,000 0 0
CISCO SYSTEMS Common Stock 17275R102 3,103 60,000 SH   SOLE   60,000 0 0
CME GROUP INC Common Stock 12572Q105 2,042 10,000 SH   SOLE   10,000 0 0
COCA-COLA CO/THE Common Stock 191216100 6,325 120,000 SH   SOLE   120,000 0 0
CONOCOPHILLIPS Common Stock 20825C104 2,286 43,150 SH   SOLE   43,150 0 0
DARLING INGREDIE Common Stock 237266101 1,324 18,000 SH   SOLE   18,000 0 0
DEERE & CO Common Stock 244199105 1,871 5,000 SH   SOLE   5,000 0 0
DEVON ENERGY CO Common Stock 25179M103 743 34,000 SH   SOLE   34,000 0 0
DIAMONDBACK ENER Common Stock 25278X109 5,271 71,720 SH   SOLE   71,720 0 0
DMC GLOBAL INC Common Stock 23291C103 2,713 50,000 SH   SOLE   50,000 0 0
DUKE ENERGY CORP Common Stock 26441C204 5,309 55,000 SH   SOLE   55,000 0 0
EDWARDS LIFE Common Stock 28176E108 1,673 20,000 SH   SOLE   20,000 0 0
EMERSON ELEC CO Common Stock 291011104 902 10,000 SH   SOLE   10,000 0 0
ENBRIDGE INC Common Stock 29250N105 6,079 167,000 SH   SOLE   167,000 0 0
ENTERGY CORP Common Stock 29364G103 1,393 14,000 SH   SOLE   14,000 0 0
EXELON CORP Common Stock 30161N101 919 21,000 SH   SOLE   21,000 0 0
EXXON MOBIL CORP Common Stock 30231G102 3,263 58,450 SH   SOLE   58,450 0 0
FEDEX CORP Common Stock 31428X106 994 3,500 SH   SOLE   3,500 0 0
FIFTH THIRD BANC Common Stock 316773100 1,049 28,000 SH   SOLE   28,000 0 0
FUELCELL ENERGY Common Stock 35952H601 893 62,000 SH   SOLE   62,000 0 0
GENUINE PARTS CO Common Stock 372460105 1,907 16,500 SH   SOLE   16,500 0 0
HELMERICH & PAYN Common Stock 423452101 1,310 48,600 SH   SOLE   48,600 0 0
HOLLYFRONTIER CO Common Stock 436106108 4,699 131,325 SH   SOLE   131,325 0 0
HOME DEPOT INC Common Stock 437076102 3,053 10,000 SH   SOLE   10,000 0 0
HP INC Common Stock 40434L105 1,207 38,000 SH   SOLE   38,000 0 0
HYLIION HOLDINGS Common Stock 449109107 448 42,000 SH   SOLE   42,000 0 0
IBM Common Stock 459200101 3,332 25,000 SH   SOLE   25,000 0 0
INTUIT INC Common Stock 461202103 1,915 5,000 SH   SOLE   5,000 0 0
JOHNSON&JOHNSON Common Stock 478160104 5,752 35,000 SH   SOLE   35,000 0 0
JPMORGAN CHASE Common Stock 46625H100 8,068 53,000 SH   SOLE   53,000 0 0
KIMBERLY-CLARK Common Stock 494368103 6,188 44,500 SH   SOLE   44,500 0 0
KINDER MORGAN IN Common Stock 49456B101 4,113 247,000 SH   SOLE   247,000 0 0
LOCKHEED MARTIN Common Stock 539830109 1,921 5,200 SH   SOLE   5,200 0 0
LOWE'S COS INC Common Stock 548661107 1,902 10,000 SH   SOLE   10,000 0 0
LYONDELLBASELL-A SHS -A- N53745100 94 900 SH   SOLE   900 0 0
MAGNOLIA OIL-A CL A 559663109 1,033 90,000 SH   SOLE   90,000 0 0
MARATHON OIL Common Stock 565849106 641 60,000 SH   SOLE   60,000 0 0
MARATHON PETROLE Common Stock 56585A102 86 1,600 SH   SOLE   1,600 0 0
MASTERCARD INC-A CL A 57636Q104 1,780 5,000 SH   SOLE   5,000 0 0
MCDONALDS CORP Common Stock 580135101 1,457 6,500 SH   SOLE   6,500 0 0
MERCK & CO Common Stock 58933Y105 3,084 40,000 SH   SOLE   40,000 0 0
MICROSOFT CORP Common Stock 594918104 1,415 6,000 SH   SOLE   6,000 0 0
NATIONAL ENERGY SHS G6375R107 1,608 130,000 SH   SOLE   130,000 0 0
NEW FORTRESS ENE Com CL A 644393100 1,148 25,000 SH   SOLE   25,000 0 0
NEWMONT CORP Common Stock 651639106 1,507 25,000 SH   SOLE   25,000 0 0
NEXTERA ENERGY Common Stock 65339F101 6,805 90,000 SH   SOLE   90,000 0 0
NEXTIER OILFIELD Common Stock 65290C105 186 50,000 SH   SOLE   50,000 0 0
NVIDIA CORP Common Stock 67066G104 2,136 4,000 SH   SOLE   4,000 0 0
OLD REPUB INTL Common Stock 680223104 4,150 190,000 SH   SOLE   190,000 0 0
PEMBINA PIPELINE Common Stock 706327103 2,193 76,040 SH   SOLE   76,040 0 0
PEPSICO INC Common Stock 713448108 3,183 22,500 SH   SOLE   22,500 0 0
PFIZER INC Common Stock 717081103 5,362 148,000 SH   SOLE   148,000 0 0
PHILIP MORRIS IN Common Stock 718172109 5,058 57,000 SH   SOLE   57,000 0 0
PHILLIPS 66 Common Stock 718546104 5,039 61,800 SH   SOLE   61,800 0 0
PIONEER NATURAL Common Stock 723787107 10,323 65,000 SH   SOLE   65,000 0 0
PNC FINANCIAL SE Common Stock 693475105 4,736 27,000 SH   SOLE   27,000 0 0
PROCTER & GAMBLE Common Stock 742718109 1,625 12,000 SH   SOLE   12,000 0 0
PROPETRO HOLDING Common Stock 74347M108 3,358 315,000 SH   SOLE   315,000 0 0
PRUDENTL FINL Common Stock 744320102 2,278 25,000 SH   SOLE   25,000 0 0
QUALCOMM INC Common Stock 747525103 2,652 20,000 SH   SOLE   20,000 0 0
QUANTA SERVICES Common Stock 74762E102 1,584 18,000 SH   SOLE   18,000 0 0
RAYTHEON TECHNOL Common Stock 75513E101 1,777 23,000 SH   SOLE   23,000 0 0
ROYAL DUTCH-ADR Spon ADR B 780259107 99 2,700 SH   SOLE   2,700 0 0
S&P GLOBAL INC Common Stock 78409V104 1,764 5,000 SH   SOLE   5,000 0 0
SALESFORCE.COM Common Stock 79466L302 1,907 9,000 SH   SOLE   9,000 0 0
SHOALS TECHNOL-A CL A 82489W107 870 25,000 SH   SOLE   25,000 0 0
SOLAREDGE TECHNO Common Stock 83417M104 1,610 5,600 SH   SOLE   5,600 0 0
SOLARIS OIL IN-A Com CL A 83418M103 2,898 236,150 SH   SOLE   236,150 0 0
SOUTHERN CO Common Stock 842587107 1,616 26,000 SH   SOLE   26,000 0 0
STARBUCKS CORP Common Stock 855244109 1,858 17,000 SH   SOLE   17,000 0 0
SUNNOVA ENERGY I Common Stock 86745K104 3,551 87,000 SH   SOLE   87,000 0 0
SUNRUN INC Common Stock 86771W105 2,056 34,000 SH   SOLE   34,000 0 0
TARGET CORP Common Stock 87612E106 2,179 11,000 SH   SOLE   11,000 0 0
TC Energy Corp Common Stock 87807B107 3,668 80,170 SH   SOLE   80,170 0 0
TEXAS INSTRUMENT Common Stock 882508104 3,024 16,000 SH   SOLE   16,000 0 0
THERMO FISHER Common Stock 883556102 2,282 5,000 SH   SOLE   5,000 0 0
TOTAL SE-SP ADR Sponsored ADR 89151E109 168 3,600 SH   SOLE   3,600 0 0
TRANE TECHNOLOGI SHS G8994E103 1,821 11,000 SH   SOLE   11,000 0 0
TRUIST FINANCIAL Common Stock 89832Q109 2,974 51,000 SH   SOLE   51,000 0 0
UNITEDHEALTH GRP Common Stock 91324P102 1,488 4,000 SH   SOLE   4,000 0 0
US BANCORP Common Stock 902973304 1,383 25,000 SH   SOLE   25,000 0 0
VALERO ENERGY Common Stock 91913Y100 2,835 39,600 SH   SOLE   39,600 0 0
VERIZON COMMUNIC Common Stock 92343V104 8,374 144,000 SH   SOLE   144,000 0 0
VIATRIS INC-W/I Common Stock 92556V106 978 70,000 SH   SOLE   70,000 0 0
VISA INC-CLASS A Com CL A 92826C839 1,906 9,000 SH   SOLE   9,000 0 0
WALT DISNEY CO Common Stock 254687106 2,768 15,000 SH   SOLE   15,000 0 0
WASTE MANAGEMENT Common Stock 94106L109 1,548 12,000 SH   SOLE   12,000 0 0
WILLIAMS COS INC Common Stock 969457100 2,832 119,550 SH   SOLE   119,550 0 0