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

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COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
3M COCommon Stock88579Y1012,36813,500SH SOLE 13,50000
ABBVIE INCCommon Stock00287Y10911,218104,000SH SOLE 104,00000
ADV MICRO DEVICECommon Stock0079031071,74917,000SH SOLE 17,00000
AES CORPCommon Stock00130H1052,283100,000SH SOLE 100,00000
AIR PRODS & CHEMCommon Stock0091581063,20112,500SH SOLE 12,50000
ALTRIA GROUP INCCommon Stock02209S1036,555144,000SH SOLE 144,00000
AMEREN CORPCommon Stock02360810289111,000SH SOLE 11,00000
AMERICAN ELECTRICommon Stock0255371014,30353,000SH SOLE 53,00000
APPLE INCCommon Stock0378331002,83020,000SH SOLE 20,00000
ARCHAEA ENERGY ICom CL A03940F10375840,000SH SOLE 40,00000
ARCHROCK INCCommon Stock03957W1062,640320,000SH SOLE 320,00000
ARRAY TECHNOLOGICOM SHS04271T1001,35273,000SH SOLE 73,00000
AT&T INCCommon Stock00206R1021,75665,000SH SOLE 65,00000
BAKER HUGHES ACL A05722G1004,921199,000SH SOLE 199,00000
BANK OF AMERICACommon Stock0605051041,27430,000SH SOLE 30,00000
BCE INCCommon Stock05534B7604,85697,000SH SOLE 97,00000
BEST BUY CO INCCommon Stock0865161011,05710,000SH SOLE 10,00000
BLACKROCK INCCommon Stock09247X1014,1935,000SH SOLE 5,00000
BLOOM ENERGY C-ACOM CL A09371210771138,000SH SOLE 38,00000
BRIT AMER TO-ADRSponsored ADR1104481071,87053,000SH SOLE 53,00000
BROADCOM INCCommon Stock11135F10111,15323,000SH SOLE 23,00000
CACTUS INC- ACL A1272031077,997212,000SH SOLE 212,00000
CAN NATURAL RESCommon Stock1363851011,09630,000SH SOLE 30,00000
CATERPILLAR INCCommon Stock1491231011,0565,500SH SOLE 5,50000
CELANESE CORPCommon Stock1508701036034,000SH SOLE 4,00000
CHAMPIONX CORPCommon Stock15872M1044,248190,000SH SOLE 190,00000
CHENIERE ENERGYCommon Stock16411R2085,27454,000SH SOLE 54,00000
CHEVRON CORPCommon Stock1667641002,63826,000SH SOLE 26,00000
CISCO SYSTEMSCommon Stock17275R1023,64767,000SH SOLE 67,00000
CME GROUP INCCommon Stock12572Q1052,32112,000SH SOLE 12,00000
COCA-COLA CO/THECommon Stock1912161005,982114,000SH SOLE 114,00000
CONOCOPHILLIPSCommon Stock20825C1041,76226,000SH SOLE 26,00000
COTERRA ENERCOTERRA ENER CORPCommon Stock1270971031,74180,000SH SOLE 80,00000
DARLING INGREDIECommon Stock2372661011,65423,000SH SOLE 23,00000
DEERE & COCommon Stock2441991052,0106,000SH SOLE 6,00000
DEVON ENERGY COCommon Stock25179M10312,855362,000SH SOLE 362,00000
DIAMONDBACK ENERCommon Stock25278X1094,73450,000SH SOLE 50,00000
DMC GLOBAL INCCommon Stock23291C1031,51341,000SH SOLE 41,00000
DOMINION ENERGY INCCommon Stock25746U1092,11829,000SH SOLE 29,00000
DUKE ENERGY CORPCommon Stock26441C2041,46415,000SH SOLE 15,00000
EDWARDS LIFECommon Stock28176E1082,26420,000SH SOLE 20,00000
ENBRIDGE INCCommon Stock29250N1057,124179,000SH SOLE 179,00000
ENPHASE ENERGYCommon Stock29355A1071,74011,600SH SOLE 11,60000
ENTERGY CORPCommon Stock29364G1031,78818,000SH SOLE 18,00000
EXELON CORPCommon Stock30161N1011,01521,000SH SOLE 21,00000
EXXON MOBIL CORPCommon Stock30231G1026,294107,000SH SOLE 107,00000
FEDEX CORPCommon Stock31428X1061,0965,000SH SOLE 5,00000
GENERAC HOLDINGSCommon Stock3687361041,0222,500SH SOLE 2,50000
GENUINE PARTS COCommon Stock3724601052,00016,500SH SOLE 16,50000
HOLLYFRONTIER COCommon Stock4361061081,52446,000SH SOLE 46,00000
HOME DEPOT INCCommon Stock4370761021,9706,000SH SOLE 6,00000
HP INCCommon Stock40434L1051,04038,000SH SOLE 38,00000
HYLIION HOLDINGSCommon Stock44910910735342,000SH SOLE 42,00000
IBMCommon Stock4592001012,64019,000SH SOLE 19,00000
INTUIT INCCommon Stock4612021032,6985,000SH SOLE 5,00000
JOHNSON&JOHNSONCommon Stock4781601045,49134,000SH SOLE 34,00000
JPMORGAN CHASECommon Stock46625H1008,83954,000SH SOLE 54,00000
KIMBERLY-CLARKCommon Stock4943681035,96045,000SH SOLE 45,00000
KINDER MORGAN INCommon Stock49456B1011,17170,000SH SOLE 70,00000
KLA-TENCOR CORPCommon Stock4824801001,3384,000SH SOLE 4,00000
LAM RESEARCHCommon Stock5128071081,1382,000SH SOLE 2,00000
LOCKHEED MARTINCommon Stock5398301091,9675,700SH SOLE 5,70000
LOWE'S COS INCCommon Stock5486611072,02910,000SH SOLE 10,00000
MAGNOLIA OIL-ACL A55966310997855,000SH SOLE 55,00000
MARATHON OILCommon Stock5658491061,777130,000SH SOLE 130,00000
MASTERCARD INC-ACL A57636Q1041,7385,000SH SOLE 5,00000
MCDONALDS CORPCommon Stock5801351011,5676,500SH SOLE 6,50000
MERCK & COCommon Stock58933Y1055,10768,000SH SOLE 68,00000
MICROSOFT CORPCommon Stock5949181041,6926,000SH SOLE 6,00000
NATIONAL ENERGYSHSG6375R1071,753140,000SH SOLE 140,00000
NEW FORTRESS ENECOM CL A64439310069425,000SH SOLE 25,00000
NEWMONT CORPCommon Stock6516391061,35825,000SH SOLE 25,00000
NEXTERA ENERGYCommon Stock65339F1017,77399,000SH SOLE 99,00000
NVIDIA CORPCommon Stock67066G1043,31516,000SH SOLE 16,00000
OLD REPUB INTLCommon Stock6802231044,395190,000SH SOLE 190,00000
OLIN CORPCommon Stock6806652051,20625,000SH SOLE 25,00000
PEPSICO INCCommon Stock7134481083,61024,000SH SOLE 24,00000
PFIZER INCCommon Stock7170811036,796158,000SH SOLE 158,00000
PHILIP MORRIS INCommon Stock7181721095,87762,000SH SOLE 62,00000
PHILLIPS 66Common Stock7185461044,20260,000SH SOLE 60,00000
PIONEER NATURALCommon Stock72378710711,48969,000SH SOLE 69,00000
PLUG POWER INCCommon Stock72919P20291936,000SH SOLE 36,00000
PNC FINANCIAL SECommon Stock6934751055,28227,000SH SOLE 27,00000
PROCTER & GAMBLECommon Stock7427181091,67812,000SH SOLE 12,00000
PROPETRO HOLDINGCommon Stock74347M1081,730200,000SH SOLE 200,00000
PRUDENTL FINLCommon Stock7443201022,73526,000SH SOLE 26,00000
QUALCOMM INCCommon Stock7475251034,64336,000SH SOLE 36,00000
QUANTA SERVICESCommon Stock74762E1022,04918,000SH SOLE 18,00000
RAYTHEON TECHNOLCommon Stock75513E1011,97723,000SH SOLE 23,00000
S&P GLOBAL INCCommon Stock78409V1042,1245,000SH SOLE 5,00000
SALESFORCE.COMCommon Stock79466L3022,4419,000SH SOLE 9,00000
SHOALS TECHNOL-ACL A82489W10775327,000SH SOLE 27,00000
SOLAREDGE TECHNOCommon Stock83417M1041,9637,400SH SOLE 7,40000
SOLARIS OIL IN-ACOM CL A83418M1031,835220,000SH SOLE 220,00000
SOUTHERN COCommon Stock8425871071,61126,000SH SOLE 26,00000
STARBUCKS CORPCommon Stock8552441091,87517,000SH SOLE 17,00000
SUNNOVA ENERGY ICommon Stock86745K1043,590109,000SH SOLE 109,00000
SUNRUN INCCommon Stock86771W1052,99268,000SH SOLE 68,00000
TARGET CORPCommon Stock87612E1062,51611,000SH SOLE 11,00000
TC Energy CorpCommon Stock87807B1072,54953,000SH SOLE 53,00000
TEXAS INSTRUMENTCommon Stock8825081043,26817,000SH SOLE 17,00000
THERMO FISHERCommon Stock8835561022,8575,000SH SOLE 5,00000
TRANE TECHNOLOGISHSG8994E1031,89911,000SH SOLE 11,00000
TRUIST FINANCIALCommon Stock89832Q1092,99151,000SH SOLE 51,00000
UNITEDHEALTH GRPCommon Stock91324P1021,5634,000SH SOLE 4,00000
US BANCORPCommon Stock9029733042,67545,000SH SOLE 45,00000
VALERO ENERGYCommon Stock91913Y1002,68238,000SH SOLE 38,00000
VERIZON COMMUNICCommon Stock92343V1048,750162,000SH SOLE 162,00000
VISA INC-CLASS ACOM CL A92826C8392,0059,000SH SOLE 9,00000
WALT DISNEY COCommon Stock2546871062,53815,000SH SOLE 15,00000
WASTE MANAGEMENTCommon Stock94106L1091,79212,000SH SOLE 12,00000
WILLIAMS COS INCCommon Stock9694571002,853110,000SH SOLE 110,00000