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
ABBVIE INC Common Stock 00287Y109 17,184 106,000 SH   SOLE   106,000 0 0
ADV MICRO DEVICE Common Stock 007903107 1,859 17,000 SH   SOLE   17,000 0 0
AES CORP Common Stock 00130H105 3,345 130,000 SH   SOLE   130,000 0 0
AIR PRODS & CHEM Common Stock 009158106 4,748 19,000 SH   SOLE   19,000 0 0
ALLSTATE CORP Common Stock 020002101 2,216 16,000 SH   SOLE   16,000 0 0
ALTRIA GROUP INC Common Stock 02209S103 7,524 144,000 SH   SOLE   144,000 0 0
AMEREN CORP Common Stock 023608102 1,875 20,000 SH   SOLE   20,000 0 0
AMERICAN ELECTRI Common Stock 025537101 6,036 60,500 SH   SOLE   60,500 0 0
APPLE INC Common Stock 037833100 3,492 20,000 SH   SOLE   20,000 0 0
ARCHAEA ENERGY I Common Stock 03940F103 1,820 83,000 SH   SOLE   83,000 0 0
ARCHROCK INC Common Stock 03957W106 554 60,000 SH   SOLE   60,000 0 0
ARRAY TECHNOLOGI SHS 04271T100 1,352 120,000 SH   SOLE   120,000 0 0
AT&T INC Common Stock 00206R102 1,536 65,000 SH   SOLE   65,000 0 0
BAKER HUGHES A CL A 05722G100 6,190 170,000 SH   SOLE   170,000 0 0
BANK OF AMERICA Common Stock 060505104 1,237 30,000 SH   SOLE   30,000 0 0
BCE INC Common Stock 05534B760 5,546 100,000 SH   SOLE   100,000 0 0
BEST BUY CO INC Common Stock 086516101 909 10,000 SH   SOLE   10,000 0 0
BLACKROCK INC Common Stock 09247X101 5,731 7,500 SH   SOLE   7,500 0 0
BLOOM ENERGY C-A Common Stock 093712107 845 35,000 SH   SOLE   35,000 0 0
BRIT AMER TO-ADR SPONSORED ADR 110448107 2,530 60,000 SH   SOLE   60,000 0 0
BROADCOM INC Common Stock 11135F101 15,742 25,000 SH   SOLE   25,000 0 0
CACTUS INC- A Common Stock 127203107 7,944 140,000 SH   SOLE   140,000 0 0
CATERPILLAR INC Common Stock 149123101 2,785 12,500 SH   SOLE   12,500 0 0
CELANESE CORP Common Stock 150870103 1,143 8,000 SH   SOLE   8,000 0 0
CENTERPOINT ENER Common Stock 15189T107 1,532 50,000 SH   SOLE   50,000 0 0
CHAMPIONX CORP Common Stock 15872M104 6,634 271,000 SH   SOLE   271,000 0 0
CHENIERE ENERGY Common Stock 16411R208 7,626 55,000 SH   SOLE   55,000 0 0
CHEVRON CORP Common Stock 166764100 3,582 22,000 SH   SOLE   22,000 0 0
CISCO SYSTEMS Common Stock 17275R102 4,851 87,000 SH   SOLE   87,000 0 0
CME GROUP INC Common Stock 12572Q105 2,854 12,000 SH   SOLE   12,000 0 0
COCA-COLA CO/THE Common Stock 191216100 7,068 114,000 SH   SOLE   114,000 0 0
CONOCOPHILLIPS Common Stock 20825C104 2,600 26,000 SH   SOLE   26,000 0 0
CONSTELLATION EN Common Stock 21037T109 394 7,000 SH   SOLE   7,000 0 0
COTERRA ENERGY CORP Common Stock 127097103 5,394 200,000 SH   SOLE   200,000 0 0
DARLING INGREDIE Common Stock 237266101 1,849 23,000 SH   SOLE   23,000 0 0
DEERE & CO Common Stock 244199105 2,493 6,000 SH   SOLE   6,000 0 0
DEVON ENERGY CO Common Stock 25179M103 16,497 279,000 SH   SOLE   279,000 0 0
DIAMONDBACK ENER Common Stock 25278X109 6,306 46,000 SH   SOLE   46,000 0 0
DMC GLOBAL INC Common Stock 23291C103 915 30,000 SH   SOLE   30,000 0 0
DOMINION ENERGY INC Common Stock 25746U109 3,059 36,000 SH   SOLE   36,000 0 0
DUKE ENERGY CORP Common Stock 26441C204 2,233 20,000 SH   SOLE   20,000 0 0
EDWARDS LIFE Common Stock 28176E108 2,354 20,000 SH   SOLE   20,000 0 0
ENBRIDGE INC Common Stock 29250N105 8,941 194,000 SH   SOLE   194,000 0 0
ENPHASE ENERGY Common Stock 29355A107 2,421 12,000 SH   SOLE   12,000 0 0
ENTERGY CORP Common Stock 29364G103 3,503 30,000 SH   SOLE   30,000 0 0
EXELON CORP Common Stock 30161N101 1,000 21,000 SH   SOLE   21,000 0 0
EXXON MOBIL CORP Common Stock 30231G102 10,654 129,000 SH   SOLE   129,000 0 0
FEDEX CORP Common Stock 31428X106 1,620 7,000 SH   SOLE   7,000 0 0
GENERAC HOLDINGS Common Stock 368736104 1,159 3,900 SH   SOLE   3,900 0 0
GENUINE PARTS CO Common Stock 372460105 2,079 16,500 SH   SOLE   16,500 0 0
HALLIBURTON CO Common Stock 406216101 2,272 60,000 SH   SOLE   60,000 0 0
HF SINCLAIR CORPORATION Common Stock 403949100 1,833 46,000 SH   SOLE   46,000 0 0
HOME DEPOT INC Common Stock 437076102 3,143 10,500 SH   SOLE   10,500 0 0
HP INC Common Stock 40434L105 1,379 38,000 SH   SOLE   38,000 0 0
HUNTSMAN CORP Common Stock 447011107 1,125 30,000 SH   SOLE   30,000 0 0
IBM Common Stock 459200101 2,470 19,000 SH   SOLE   19,000 0 0
INTEL CORP Common Stock 458140100 5,204 105,000 SH   SOLE   105,000 0 0
INTUIT INC Common Stock 461202103 2,404 5,000 SH   SOLE   5,000 0 0
JOHNSON&JOHNSON Common Stock 478160104 6,026 34,000 SH   SOLE   34,000 0 0
JPMORGAN CHASE Common Stock 46625H100 8,656 63,500 SH   SOLE   63,500 0 0
KIMBERLY-CLARK Common Stock 494368103 6,651 54,000 SH   SOLE   54,000 0 0
KINDER MORGAN IN Common Stock 49456B101 946 50,000 SH   SOLE   50,000 0 0
KLA-TENCOR CORP Common Stock 482480100 2,196 6,000 SH   SOLE   6,000 0 0
LAM RESEARCH Common Stock 512807108 1,613 3,000 SH   SOLE   3,000 0 0
LOCKHEED MARTIN Common Stock 539830109 2,516 5,700 SH   SOLE   5,700 0 0
LOWE'S COS INC Common Stock 548661107 2,022 10,000 SH   SOLE   10,000 0 0
LYONDELLBASELL-A -SHS- N53745100 3,599 35,000 SH   SOLE   35,000 0 0
MARATHON OIL Common Stock 565849106 4,771 190,000 SH   SOLE   190,000 0 0
MASTERCARD INC-A Common Stock 57636Q104 2,502 7,000 SH   SOLE   7,000 0 0
MCDONALDS CORP Common Stock 580135101 1,607 6,500 SH   SOLE   6,500 0 0
MERCK & CO Common Stock 58933Y105 5,908 72,000 SH   SOLE   72,000 0 0
MICROSOFT CORP Common Stock 594918104 1,850 6,000 SH   SOLE   6,000 0 0
MORGAN STANLEY Common Stock 617446448 1,923 22,000 SH   SOLE   22,000 0 0
NATIONAL ENERGY SHS G6375R107 1,260 150,000 SH   SOLE   150,000 0 0
NEW FORTRESS ENE CL A 644393100 1,704 40,000 SH   SOLE   40,000 0 0
NEXTERA ENERGY Common Stock 65339F101 8,640 102,000 SH   SOLE   102,000 0 0
NEXTIER OILFIELD Common Stock 65290C105 2,402 260,000 SH   SOLE   260,000 0 0
NVIDIA CORP Common Stock 67066G104 4,366 16,000 SH   SOLE   16,000 0 0
OLD REPUB INTL Common Stock 680223104 4,398 170,000 SH   SOLE   170,000 0 0
OLIN CORP Common Stock 680665205 3,660 70,000 SH   SOLE   70,000 0 0
PATTERSON-UTI Common Stock 703481101 2,012 130,000 SH   SOLE   130,000 0 0
PEMBINA PIPELINE Common Stock 706327103 1,128 30,000 SH   SOLE   30,000 0 0
PEPSICO INC Common Stock 713448108 4,519 27,000 SH   SOLE   27,000 0 0
PFIZER INC Common Stock 717081103 8,439 163,000 SH   SOLE   163,000 0 0
PHILIP MORRIS IN Common Stock 718172109 5,824 62,000 SH   SOLE   62,000 0 0
PHILLIPS 66 Common Stock 718546104 6,566 76,000 SH   SOLE   76,000 0 0
PIONEER NATURAL Common Stock 723787107 10,126 40,500 SH   SOLE   40,500 0 0
PLUG POWER INC Common Stock 72919P202 801 28,000 SH   SOLE   28,000 0 0
PNC FINANCIAL SE Common Stock 693475105 1,845 10,000 SH   SOLE   10,000 0 0
PROCTER & GAMBLE Common Stock 742718109 1,834 12,000 SH   SOLE   12,000 0 0
PROPETRO HOLDING Common Stock 74347M108 3,204 230,000 SH   SOLE   230,000 0 0
PRUDENTL FINL Common Stock 744320102 3,072 26,000 SH   SOLE   26,000 0 0
QUALCOMM INC Common Stock 747525103 5,502 36,000 SH   SOLE   36,000 0 0
QUANTA SERVICES Common Stock 74762E102 2,369 18,000 SH   SOLE   18,000 0 0
RAYTHEON TECHNOL Common Stock 75513E101 1,981 20,000 SH   SOLE   20,000 0 0
S&P GLOBAL INC Common Stock 78409V104 2,051 5,000 SH   SOLE   5,000 0 0
SALESFORCE.COM Common Stock 79466L302 1,911 9,000 SH   SOLE   9,000 0 0
SHOALS TECHNOL-A Common Stock 82489W107 613 36,000 SH   SOLE   36,000 0 0
SOLAREDGE TECHNO Common Stock 83417M104 1,547 4,800 SH   SOLE   4,800 0 0
SOLARIS OIL IN-A Common Stock 83418M103 2,484 220,000 SH   SOLE   220,000 0 0
SOUTHERN CO Common Stock 842587107 1,885 26,000 SH   SOLE   26,000 0 0
STARBUCKS CORP Common Stock 855244109 1,819 20,000 SH   SOLE   20,000 0 0
SUNNOVA ENERGY I Common Stock 86745K104 2,813 122,000 SH   SOLE   122,000 0 0
SUNRUN INC Common Stock 86771W105 2,581 85,000 SH   SOLE   85,000 0 0
TARGET CORP Common Stock 87612E106 2,547 12,000 SH   SOLE   12,000 0 0
TC Energy Corp Common Stock 87807B107 3,949 70,000 SH   SOLE   70,000 0 0
TEXAS INSTRUMENT Common Stock 882508104 4,037 22,000 SH   SOLE   22,000 0 0
THERMO FISHER Common Stock 883556102 2,953 5,000 SH   SOLE   5,000 0 0
TRANE TECHNOLOGI SHS G8994E103 1,680 11,000 SH   SOLE   11,000 0 0
TRUIST FINANCIAL Common Stock 89832Q109 2,268 40,000 SH   SOLE   40,000 0 0
UNITEDHEALTH GRP Common Stock 91324P102 2,040 4,000 SH   SOLE   4,000 0 0
US BANCORP Common Stock 902973304 4,784 90,000 SH   SOLE   90,000 0 0
VALERO ENERGY Common Stock 91913Y100 6,194 61,000 SH   SOLE   61,000 0 0
VERIZON COMMUNIC Common Stock 92343V104 10,697 210,000 SH   SOLE   210,000 0 0
VISA INC-CLASS A Common Stock 92826C839 3,327 15,000 SH   SOLE   15,000 0 0
WALT DISNEY CO Common Stock 254687106 3,018 22,000 SH   SOLE   22,000 0 0
WASTE MANAGEMENT Common Stock 94106L109 2,061 13,000 SH   SOLE   13,000 0 0