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 2,682 13,500 SH   SOLE   13,500 0 0
ABBVIE INC Common Stock 00287Y109 10,363 92,000 SH   SOLE   92,000 0 0
ADV MICRO DEVICE Common Stock 007903107 1,597 17,000 SH   SOLE   17,000 0 0
AES CORP Common Stock 00130H105 2,451 94,000 SH   SOLE   94,000 0 0
AIR PRODS & CHEM Common Stock 009158106 3,452 12,000 SH   SOLE   12,000 0 0
ALTRIA GROUP INC Common Stock 02209S103 6,866 144,000 SH   SOLE   144,000 0 0
AMEREN CORP Common Stock 023608102 880 11,000 SH   SOLE   11,000 0 0
AMERICAN ELECTRI Common Stock 025537101 4,483 53,000 SH   SOLE   53,000 0 0
APPLE INC Common Stock 037833100 2,739 20,000 SH   SOLE   20,000 0 0
ARCHROCK INC Common Stock 03957W106 2,851 320,000 SH   SOLE   320,000 0 0
ARRAY TECHNOLOGI COM SHS 04271T100 983 63,000 SH   SOLE   63,000 0 0
AT&T INC Common Stock 00206R102 1,871 65,000 SH   SOLE   65,000 0 0
BAKER HUGHES A CL A 05722G100 4,551 199,000 SH   SOLE   199,000 0 0
BANK OF AMERICA Common Stock 060505104 1,237 30,000 SH   SOLE   30,000 0 0
BCE INC Common Stock 05534B760 5,524 112,000 SH   SOLE   112,000 0 0
BEST BUY CO INC Common Stock 086516101 1,150 10,000 SH   SOLE   10,000 0 0
BLACKROCK INC Common Stock 09247X101 4,375 5,000 SH   SOLE   5,000 0 0
BLOOM ENERGY C-A COM CL A 093712107 1,021 38,000 SH   SOLE   38,000 0 0
BRIT AMER TO-ADR ADR/GDR/EDR 110448107 1,730 44,000 SH   SOLE   44,000 0 0
BROADCOM INC Common Stock 11135F101 10,967 23,000 SH   SOLE   23,000 0 0
CABOT OIL & GAS Common Stock 127097103 3,056 175,000 SH   SOLE   175,000 0 0
CACTUS INC- A CL A 127203107 7,785 212,000 SH   SOLE   212,000 0 0
CAN NATURAL RES Common Stock 136385101 2,540 70,000 SH   SOLE   70,000 0 0
CATERPILLAR INC Common Stock 149123101 1,197 5,500 SH   SOLE   5,500 0 0
CHAMPIONX CORP Common Stock 15872M104 4,874 190,000 SH   SOLE   190,000 0 0
CHENIERE ENERGY Common Stock 16411R208 6,072 70,000 SH   SOLE   70,000 0 0
CHEVRON CORP Common Stock 166764100 2,619 25,000 SH   SOLE   25,000 0 0
CIMAREX ENERGY C Common Stock 171798101 1,449 20,000 SH   SOLE   20,000 0 0
CISCO SYSTEMS Common Stock 17275R102 3,392 64,000 SH   SOLE   64,000 0 0
CME GROUP INC Common Stock 12572Q105 2,127 10,000 SH   SOLE   10,000 0 0
COCA-COLA CO/THE Common Stock 191216100 6,169 114,000 SH   SOLE   114,000 0 0
CONOCOPHILLIPS Common Stock 20825C104 2,436 40,000 SH   SOLE   40,000 0 0
DARLING INGREDIE Common Stock 237266101 1,553 23,000 SH   SOLE   23,000 0 0
DEERE & CO Common Stock 244199105 2,116 6,000 SH   SOLE   6,000 0 0
DEVON ENERGY CO Common Stock 25179M103 6,451 221,000 SH   SOLE   221,000 0 0
DIAMONDBACK ENER Common Stock 25278X109 5,915 63,000 SH   SOLE   63,000 0 0
DMC GLOBAL INC Common Stock 23291C103 2,305 41,000 SH   SOLE   41,000 0 0
DUKE ENERGY CORP Common Stock 26441C204 5,430 55,000 SH   SOLE   55,000 0 0
EDWARDS LIFE Common Stock 28176E108 2,071 20,000 SH   SOLE   20,000 0 0
EMERSON ELEC CO Common Stock 291011104 962 10,000 SH   SOLE   10,000 0 0
ENBRIDGE INC Common Stock 29250N105 7,007 175,000 SH   SOLE   175,000 0 0
ENPHASE ENERGY Common Stock 29355A107 2,130 11,600 SH   SOLE   11,600 0 0
ENTERGY CORP Common Stock 29364G103 1,396 14,000 SH   SOLE   14,000 0 0
EXELON CORP Common Stock 30161N101 931 21,000 SH   SOLE   21,000 0 0
EXXON MOBIL CORP Common Stock 30231G102 6,623 105,000 SH   SOLE   105,000 0 0
FEDEX CORP Common Stock 31428X106 1,492 5,000 SH   SOLE   5,000 0 0
FIFTH THIRD BANC Common Stock 316773100 1,262 33,000 SH   SOLE   33,000 0 0
GENUINE PARTS CO Common Stock 372460105 2,087 16,500 SH   SOLE   16,500 0 0
HOLLYFRONTIER CO Common Stock 436106108 1,513 46,000 SH   SOLE   46,000 0 0
HOME DEPOT INC Common Stock 437076102 1,913 6,000 SH   SOLE   6,000 0 0
HP INC Common Stock 40434L105 1,147 38,000 SH   SOLE   38,000 0 0
HYLIION HOLDINGS Common Stock 449109107 489 42,000 SH   SOLE   42,000 0 0
IBM Common Stock 459200101 2,785 19,000 SH   SOLE   19,000 0 0
INTUIT INC Common Stock 461202103 2,451 5,000 SH   SOLE   5,000 0 0
JOHNSON&JOHNSON Common Stock 478160104 5,766 35,000 SH   SOLE   35,000 0 0
JPMORGAN CHASE Common Stock 46625H100 8,399 54,000 SH   SOLE   54,000 0 0
KIMBERLY-CLARK Common Stock 494368103 6,020 45,000 SH   SOLE   45,000 0 0
KINDER MORGAN IN Common Stock 49456B101 1,276 70,000 SH   SOLE   70,000 0 0
KLA-TENCOR CORP Common Stock 482480100 1,297 4,000 SH   SOLE   4,000 0 0
LAM RESEARCH Common Stock 512807108 1,301 2,000 SH   SOLE   2,000 0 0
LOCKHEED MARTIN Common Stock 539830109 1,967 5,200 SH   SOLE   5,200 0 0
LOWE'S COS INC Common Stock 548661107 1,940 10,000 SH   SOLE   10,000 0 0
MAGNOLIA OIL-A CL A 559663109 1,407 90,000 SH   SOLE   90,000 0 0
MARATHON OIL Common Stock 565849106 1,090 80,000 SH   SOLE   80,000 0 0
MASTERCARD INC-A CL A 57636Q104 1,825 5,000 SH   SOLE   5,000 0 0
MCDONALDS CORP Common Stock 580135101 1,501 6,500 SH   SOLE   6,500 0 0
MERCK & CO Common Stock 58933Y105 5,133 66,000 SH   SOLE   66,000 0 0
MICROSOFT CORP Common Stock 594918104 1,625 6,000 SH   SOLE   6,000 0 0
NATIONAL ENERGY SHS G6375R107 1,853 130,000 SH   SOLE   130,000 0 0
NEW FORTRESS ENE COM CL A 644393100 947 25,000 SH   SOLE   25,000 0 0
NEWMONT CORP Common Stock 651639106 1,585 25,000 SH   SOLE   25,000 0 0
NEXTERA ENERGY Common Stock 65339F101 7,255 99,000 SH   SOLE   99,000 0 0
NEXTIER OILFIELD Common Stock 65290C105 238 50,000 SH   SOLE   50,000 0 0
NVIDIA CORP Common Stock 67066G104 3,200 4,000 SH   SOLE   4,000 0 0
OLD REPUB INTL Common Stock 680223104 4,733 190,000 SH   SOLE   190,000 0 0
OLIN CORP Common Stock 680665205 925 20,000 SH   SOLE   20,000 0 0
PEPSICO INC Common Stock 713448108 3,556 24,000 SH   SOLE   24,000 0 0
PFIZER INC Common Stock 717081103 5,796 148,000 SH   SOLE   148,000 0 0
PHILIP MORRIS IN Common Stock 718172109 5,847 59,000 SH   SOLE   59,000 0 0
PHILLIPS 66 Common Stock 718546104 5,149 60,000 SH   SOLE   60,000 0 0
PIONEER NATURAL Common Stock 723787107 10,239 63,000 SH   SOLE   63,000 0 0
PLUG POWER INC Common Stock 72919P202 1,231 36,000 SH   SOLE   36,000 0 0
PNC FINANCIAL SE Common Stock 693475105 5,151 27,000 SH   SOLE   27,000 0 0
PROCTER & GAMBLE Common Stock 742718109 1,619 12,000 SH   SOLE   12,000 0 0
PROPETRO HOLDING Common Stock 74347M108 1,832 200,000 SH   SOLE   200,000 0 0
PRUDENTL FINL Common Stock 744320102 2,664 26,000 SH   SOLE   26,000 0 0
QUALCOMM INC Common Stock 747525103 5,145 36,000 SH   SOLE   36,000 0 0
QUANTA SERVICES Common Stock 74762E102 1,630 18,000 SH   SOLE   18,000 0 0
RAYTHEON TECHNOL Common Stock 75513E101 1,962 23,000 SH   SOLE   23,000 0 0
S&P GLOBAL INC Common Stock 78409V104 2,052 5,000 SH   SOLE   5,000 0 0
SALESFORCE.COM Common Stock 79466L302 2,198 9,000 SH   SOLE   9,000 0 0
SHOALS TECHNOL-A CL A 82489W107 959 27,000 SH   SOLE   27,000 0 0
SOLAREDGE TECHNO Common Stock 83417M104 2,045 7,400 SH   SOLE   7,400 0 0
SOLARIS OIL IN-A COM CL A 83418M103 2,143 220,000 SH   SOLE   220,000 0 0
SOUTHERN CO Common Stock 842587107 1,573 26,000 SH   SOLE   26,000 0 0
STARBUCKS CORP Common Stock 855244109 1,901 17,000 SH   SOLE   17,000 0 0
SUNNOVA ENERGY I Common Stock 86745K104 4,105 109,000 SH   SOLE   109,000 0 0
SUNRUN INC Common Stock 86771W105 3,514 63,000 SH   SOLE   63,000 0 0
TARGET CORP Common Stock 87612E106 2,659 11,000 SH   SOLE   11,000 0 0
TC Energy Corp Common Stock 87807B107 3,318 67,000 SH   SOLE   67,000 0 0
TEXAS INSTRUMENT Common Stock 882508104 3,077 16,000 SH   SOLE   16,000 0 0
THERMO FISHER Common Stock 883556102 2,522 5,000 SH   SOLE   5,000 0 0
TRANE TECHNOLOGI SHS G8994E103 2,026 11,000 SH   SOLE   11,000 0 0
TRUIST FINANCIAL Common Stock 89832Q109 2,831 51,000 SH   SOLE   51,000 0 0
UNITEDHEALTH GRP Common Stock 91324P102 1,602 4,000 SH   SOLE   4,000 0 0
US BANCORP Common Stock 902973304 2,564 45,000 SH   SOLE   45,000 0 0
VALERO ENERGY Common Stock 91913Y100 2,967 38,000 SH   SOLE   38,000 0 0
VERIZON COMMUNIC Common Stock 92343V104 8,405 150,000 SH   SOLE   150,000 0 0
VISA INC-CLASS A COM CL A 92826C839 2,104 9,000 SH   SOLE   9,000 0 0
WALT DISNEY CO Common Stock 254687106 2,637 15,000 SH   SOLE   15,000 0 0
WASTE MANAGEMENT Common Stock 94106L109 1,681 12,000 SH   SOLE   12,000 0 0
WILLIAMS COS INC Common Stock 969457100 2,921 110,000 SH   SOLE   110,000 0 0