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 2,368 13,500 SH   SOLE   13,500 0 0
ABBVIE INC Common Stock 00287Y109 11,218 104,000 SH   SOLE   104,000 0 0
ADV MICRO DEVICE Common Stock 007903107 1,749 17,000 SH   SOLE   17,000 0 0
AES CORP Common Stock 00130H105 2,283 100,000 SH   SOLE   100,000 0 0
AIR PRODS & CHEM Common Stock 009158106 3,201 12,500 SH   SOLE   12,500 0 0
ALTRIA GROUP INC Common Stock 02209S103 6,555 144,000 SH   SOLE   144,000 0 0
AMEREN CORP Common Stock 023608102 891 11,000 SH   SOLE   11,000 0 0
AMERICAN ELECTRI Common Stock 025537101 4,303 53,000 SH   SOLE   53,000 0 0
APPLE INC Common Stock 037833100 2,830 20,000 SH   SOLE   20,000 0 0
ARCHAEA ENERGY I Com CL A 03940F103 758 40,000 SH   SOLE   40,000 0 0
ARCHROCK INC Common Stock 03957W106 2,640 320,000 SH   SOLE   320,000 0 0
ARRAY TECHNOLOGI COM SHS 04271T100 1,352 73,000 SH   SOLE   73,000 0 0
AT&T INC Common Stock 00206R102 1,756 65,000 SH   SOLE   65,000 0 0
BAKER HUGHES A CL A 05722G100 4,921 199,000 SH   SOLE   199,000 0 0
BANK OF AMERICA Common Stock 060505104 1,274 30,000 SH   SOLE   30,000 0 0
BCE INC Common Stock 05534B760 4,856 97,000 SH   SOLE   97,000 0 0
BEST BUY CO INC Common Stock 086516101 1,057 10,000 SH   SOLE   10,000 0 0
BLACKROCK INC Common Stock 09247X101 4,193 5,000 SH   SOLE   5,000 0 0
BLOOM ENERGY C-A COM CL A 093712107 711 38,000 SH   SOLE   38,000 0 0
BRIT AMER TO-ADR Sponsored ADR 110448107 1,870 53,000 SH   SOLE   53,000 0 0
BROADCOM INC Common Stock 11135F101 11,153 23,000 SH   SOLE   23,000 0 0
CACTUS INC- A CL A 127203107 7,997 212,000 SH   SOLE   212,000 0 0
CAN NATURAL RES Common Stock 136385101 1,096 30,000 SH   SOLE   30,000 0 0
CATERPILLAR INC Common Stock 149123101 1,056 5,500 SH   SOLE   5,500 0 0
CELANESE CORP Common Stock 150870103 603 4,000 SH   SOLE   4,000 0 0
CHAMPIONX CORP Common Stock 15872M104 4,248 190,000 SH   SOLE   190,000 0 0
CHENIERE ENERGY Common Stock 16411R208 5,274 54,000 SH   SOLE   54,000 0 0
CHEVRON CORP Common Stock 166764100 2,638 26,000 SH   SOLE   26,000 0 0
CISCO SYSTEMS Common Stock 17275R102 3,647 67,000 SH   SOLE   67,000 0 0
CME GROUP INC Common Stock 12572Q105 2,321 12,000 SH   SOLE   12,000 0 0
COCA-COLA CO/THE Common Stock 191216100 5,982 114,000 SH   SOLE   114,000 0 0
CONOCOPHILLIPS Common Stock 20825C104 1,762 26,000 SH   SOLE   26,000 0 0
COTERRA ENERCOTERRA ENER CORP Common Stock 127097103 1,741 80,000 SH   SOLE   80,000 0 0
DARLING INGREDIE Common Stock 237266101 1,654 23,000 SH   SOLE   23,000 0 0
DEERE & CO Common Stock 244199105 2,010 6,000 SH   SOLE   6,000 0 0
DEVON ENERGY CO Common Stock 25179M103 12,855 362,000 SH   SOLE   362,000 0 0
DIAMONDBACK ENER Common Stock 25278X109 4,734 50,000 SH   SOLE   50,000 0 0
DMC GLOBAL INC Common Stock 23291C103 1,513 41,000 SH   SOLE   41,000 0 0
DOMINION ENERGY INC Common Stock 25746U109 2,118 29,000 SH   SOLE   29,000 0 0
DUKE ENERGY CORP Common Stock 26441C204 1,464 15,000 SH   SOLE   15,000 0 0
EDWARDS LIFE Common Stock 28176E108 2,264 20,000 SH   SOLE   20,000 0 0
ENBRIDGE INC Common Stock 29250N105 7,124 179,000 SH   SOLE   179,000 0 0
ENPHASE ENERGY Common Stock 29355A107 1,740 11,600 SH   SOLE   11,600 0 0
ENTERGY CORP Common Stock 29364G103 1,788 18,000 SH   SOLE   18,000 0 0
EXELON CORP Common Stock 30161N101 1,015 21,000 SH   SOLE   21,000 0 0
EXXON MOBIL CORP Common Stock 30231G102 6,294 107,000 SH   SOLE   107,000 0 0
FEDEX CORP Common Stock 31428X106 1,096 5,000 SH   SOLE   5,000 0 0
GENERAC HOLDINGS Common Stock 368736104 1,022 2,500 SH   SOLE   2,500 0 0
GENUINE PARTS CO Common Stock 372460105 2,000 16,500 SH   SOLE   16,500 0 0
HOLLYFRONTIER CO Common Stock 436106108 1,524 46,000 SH   SOLE   46,000 0 0
HOME DEPOT INC Common Stock 437076102 1,970 6,000 SH   SOLE   6,000 0 0
HP INC Common Stock 40434L105 1,040 38,000 SH   SOLE   38,000 0 0
HYLIION HOLDINGS Common Stock 449109107 353 42,000 SH   SOLE   42,000 0 0
IBM Common Stock 459200101 2,640 19,000 SH   SOLE   19,000 0 0
INTUIT INC Common Stock 461202103 2,698 5,000 SH   SOLE   5,000 0 0
JOHNSON&JOHNSON Common Stock 478160104 5,491 34,000 SH   SOLE   34,000 0 0
JPMORGAN CHASE Common Stock 46625H100 8,839 54,000 SH   SOLE   54,000 0 0
KIMBERLY-CLARK Common Stock 494368103 5,960 45,000 SH   SOLE   45,000 0 0
KINDER MORGAN IN Common Stock 49456B101 1,171 70,000 SH   SOLE   70,000 0 0
KLA-TENCOR CORP Common Stock 482480100 1,338 4,000 SH   SOLE   4,000 0 0
LAM RESEARCH Common Stock 512807108 1,138 2,000 SH   SOLE   2,000 0 0
LOCKHEED MARTIN Common Stock 539830109 1,967 5,700 SH   SOLE   5,700 0 0
LOWE'S COS INC Common Stock 548661107 2,029 10,000 SH   SOLE   10,000 0 0
MAGNOLIA OIL-A CL A 559663109 978 55,000 SH   SOLE   55,000 0 0
MARATHON OIL Common Stock 565849106 1,777 130,000 SH   SOLE   130,000 0 0
MASTERCARD INC-A CL A 57636Q104 1,738 5,000 SH   SOLE   5,000 0 0
MCDONALDS CORP Common Stock 580135101 1,567 6,500 SH   SOLE   6,500 0 0
MERCK & CO Common Stock 58933Y105 5,107 68,000 SH   SOLE   68,000 0 0
MICROSOFT CORP Common Stock 594918104 1,692 6,000 SH   SOLE   6,000 0 0
NATIONAL ENERGY SHS G6375R107 1,753 140,000 SH   SOLE   140,000 0 0
NEW FORTRESS ENE COM CL A 644393100 694 25,000 SH   SOLE   25,000 0 0
NEWMONT CORP Common Stock 651639106 1,358 25,000 SH   SOLE   25,000 0 0
NEXTERA ENERGY Common Stock 65339F101 7,773 99,000 SH   SOLE   99,000 0 0
NVIDIA CORP Common Stock 67066G104 3,315 16,000 SH   SOLE   16,000 0 0
OLD REPUB INTL Common Stock 680223104 4,395 190,000 SH   SOLE   190,000 0 0
OLIN CORP Common Stock 680665205 1,206 25,000 SH   SOLE   25,000 0 0
PEPSICO INC Common Stock 713448108 3,610 24,000 SH   SOLE   24,000 0 0
PFIZER INC Common Stock 717081103 6,796 158,000 SH   SOLE   158,000 0 0
PHILIP MORRIS IN Common Stock 718172109 5,877 62,000 SH   SOLE   62,000 0 0
PHILLIPS 66 Common Stock 718546104 4,202 60,000 SH   SOLE   60,000 0 0
PIONEER NATURAL Common Stock 723787107 11,489 69,000 SH   SOLE   69,000 0 0
PLUG POWER INC Common Stock 72919P202 919 36,000 SH   SOLE   36,000 0 0
PNC FINANCIAL SE Common Stock 693475105 5,282 27,000 SH   SOLE   27,000 0 0
PROCTER & GAMBLE Common Stock 742718109 1,678 12,000 SH   SOLE   12,000 0 0
PROPETRO HOLDING Common Stock 74347M108 1,730 200,000 SH   SOLE   200,000 0 0
PRUDENTL FINL Common Stock 744320102 2,735 26,000 SH   SOLE   26,000 0 0
QUALCOMM INC Common Stock 747525103 4,643 36,000 SH   SOLE   36,000 0 0
QUANTA SERVICES Common Stock 74762E102 2,049 18,000 SH   SOLE   18,000 0 0
RAYTHEON TECHNOL Common Stock 75513E101 1,977 23,000 SH   SOLE   23,000 0 0
S&P GLOBAL INC Common Stock 78409V104 2,124 5,000 SH   SOLE   5,000 0 0
SALESFORCE.COM Common Stock 79466L302 2,441 9,000 SH   SOLE   9,000 0 0
SHOALS TECHNOL-A CL A 82489W107 753 27,000 SH   SOLE   27,000 0 0
SOLAREDGE TECHNO Common Stock 83417M104 1,963 7,400 SH   SOLE   7,400 0 0
SOLARIS OIL IN-A COM CL A 83418M103 1,835 220,000 SH   SOLE   220,000 0 0
SOUTHERN CO Common Stock 842587107 1,611 26,000 SH   SOLE   26,000 0 0
STARBUCKS CORP Common Stock 855244109 1,875 17,000 SH   SOLE   17,000 0 0
SUNNOVA ENERGY I Common Stock 86745K104 3,590 109,000 SH   SOLE   109,000 0 0
SUNRUN INC Common Stock 86771W105 2,992 68,000 SH   SOLE   68,000 0 0
TARGET CORP Common Stock 87612E106 2,516 11,000 SH   SOLE   11,000 0 0
TC Energy Corp Common Stock 87807B107 2,549 53,000 SH   SOLE   53,000 0 0
TEXAS INSTRUMENT Common Stock 882508104 3,268 17,000 SH   SOLE   17,000 0 0
THERMO FISHER Common Stock 883556102 2,857 5,000 SH   SOLE   5,000 0 0
TRANE TECHNOLOGI SHS G8994E103 1,899 11,000 SH   SOLE   11,000 0 0
TRUIST FINANCIAL Common Stock 89832Q109 2,991 51,000 SH   SOLE   51,000 0 0
UNITEDHEALTH GRP Common Stock 91324P102 1,563 4,000 SH   SOLE   4,000 0 0
US BANCORP Common Stock 902973304 2,675 45,000 SH   SOLE   45,000 0 0
VALERO ENERGY Common Stock 91913Y100 2,682 38,000 SH   SOLE   38,000 0 0
VERIZON COMMUNIC Common Stock 92343V104 8,750 162,000 SH   SOLE   162,000 0 0
VISA INC-CLASS A COM CL A 92826C839 2,005 9,000 SH   SOLE   9,000 0 0
WALT DISNEY CO Common Stock 254687106 2,538 15,000 SH   SOLE   15,000 0 0
WASTE MANAGEMENT Common Stock 94106L109 1,792 12,000 SH   SOLE   12,000 0 0
WILLIAMS COS INC Common Stock 969457100 2,853 110,000 SH   SOLE   110,000 0 0