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 1,682 13,000 SH   SOLE   13,000 0 0
ABBVIE INC Common Stock 00287Y109 16,848 110,000 SH   SOLE   110,000 0 0
ADV MICRO DEVICE Common Stock 007903107 1,300 17,000 SH   SOLE   17,000 0 0
AES CORP Common Stock 00130H105 2,941 140,000 SH   SOLE   140,000 0 0
AIR PRODS & CHEM Common Stock 009158106 4,569 19,000 SH   SOLE   19,000 0 0
ALLSTATE CORP Common Stock 020002101 2,281 18,000 SH   SOLE   18,000 0 0
ALTRIA GROUP INC Common Stock 02209S103 6,015 144,000 SH   SOLE   144,000 0 0
AMEREN CORP Common Stock 023608102 1,807 20,000 SH   SOLE   20,000 0 0
AMERICAN ELECTRI Common Stock 025537101 5,996 62,500 SH   SOLE   62,500 0 0
ANTERO RESOURCES Common Stock 03674X106 2,146 70,000 SH   SOLE   70,000 0 0
APPLE INC Common Stock 037833100 2,734 20,000 SH   SOLE   20,000 0 0
ARCHAEA ENERGY I COM CL A 03940F103 2,330 150,000 SH   SOLE   150,000 0 0
ARRAY TECHNOLOGI COM SHS 04271T100 1,541 140,000 SH   SOLE   140,000 0 0
AT&T INC Common Stock 00206R102 4,297 205,000 SH   SOLE   205,000 0 0
BAKER HUGHES A CL A 05722G100 4,908 170,000 SH   SOLE   170,000 0 0
BANK OF AMERICA Common Stock 060505104 934 30,000 SH   SOLE   30,000 0 0
BCE INC Common Stock 05534B760 5,656 115,000 SH   SOLE   115,000 0 0
BEST BUY CO INC Common Stock 086516101 652 10,000 SH   SOLE   10,000 0 0
BLACKROCK INC Common Stock 09247X101 7,308 12,000 SH   SOLE   12,000 0 0
BLOOM ENERGY C-A COM CL A 093712107 578 35,000 SH   SOLE   35,000 0 0
BP PLC-ADR SPONSORED ADR 055622104 2,098 74,000 SH   SOLE   74,000 0 0
BRIT AMER TO-ADR SPONSORED ADR 110448107 2,789 65,000 SH   SOLE   65,000 0 0
BROADCOM INC Common Stock 11135F101 13,360 27,500 SH   SOLE   27,500 0 0
CACTUS INC- A CL A 127203107 5,517 137,000 SH   SOLE   137,000 0 0
CATERPILLAR INC Common Stock 149123101 3,128 17,500 SH   SOLE   17,500 0 0
CELANESE CORP Common Stock 150870103 1,294 11,000 SH   SOLE   11,000 0 0
CHAMPIONX CORP Common Stock 15872M104 5,379 271,000 SH   SOLE   271,000 0 0
CHENIERE ENERGY Common Stock 16411R208 10,908 82,000 SH   SOLE   82,000 0 0
CISCO SYSTEMS Common Stock 17275R102 4,307 101,000 SH   SOLE   101,000 0 0
CME GROUP INC Common Stock 12572Q105 2,047 10,000 SH   SOLE   10,000 0 0
COCA-COLA CO/THE Common Stock 191216100 7,423 118,000 SH   SOLE   118,000 0 0
CONOCOPHILLIPS Common Stock 20825C104 2,335 26,000 SH   SOLE   26,000 0 0
COTERRA ENERGY CORP Common Stock 127097103 6,086 236,000 SH   SOLE   236,000 0 0
DARLING INGREDIE Common Stock 237266101 1,375 23,000 SH   SOLE   23,000 0 0
DEERE & CO Common Stock 244199105 2,096 7,000 SH   SOLE   7,000 0 0
DEVON ENERGY CO Common Stock 25179M103 4,188 76,000 SH   SOLE   76,000 0 0
DIAMONDBACK ENER Common Stock 25278X109 12,236 101,000 SH   SOLE   101,000 0 0
DMC GLOBAL INC Common Stock 23291C103 541 30,000 SH   SOLE   30,000 0 0
DOMINION ENERGY INC Common Stock 25746U109 3,512 44,000 SH   SOLE   44,000 0 0
DUKE ENERGY CORP Common Stock 26441C204 2,466 23,000 SH   SOLE   23,000 0 0
EDWARDS LIFE Common Stock 28176E108 1,902 20,000 SH   SOLE   20,000 0 0
ENBRIDGE INC Common Stock 29250N105 8,621 204,000 SH   SOLE   204,000 0 0
ENPHASE ENERGY Common Stock 29355A107 2,343 12,000 SH   SOLE   12,000 0 0
ENTERGY CORP Common Stock 29364G103 3,830 34,000 SH   SOLE   34,000 0 0
EXELON CORP Common Stock 30161N101 952 21,000 SH   SOLE   21,000 0 0
EXXON MOBIL CORP Common Stock 30231G102 9,677 113,000 SH   SOLE   113,000 0 0
FEDEX CORP Common Stock 31428X106 1,587 7,000 SH   SOLE   7,000 0 0
GENERAC HOLDINGS Common Stock 368736104 1,263 6,000 SH   SOLE   6,000 0 0
GENUINE PARTS CO Common Stock 372460105 2,195 16,500 SH   SOLE   16,500 0 0
HALLIBURTON CO Common Stock 406216101 2,666 85,000 SH   SOLE   85,000 0 0
HF SINCLAIR CORPORATION Common Stock 403949100 2,077 46,000 SH   SOLE   46,000 0 0
HOME DEPOT INC Common Stock 437076102 4,114 15,000 SH   SOLE   15,000 0 0
HP INC Common Stock 40434L105 1,246 38,000 SH   SOLE   38,000 0 0
HUNTSMAN CORP Common Stock 447011107 851 30,000 SH   SOLE   30,000 0 0
IBM Common Stock 459200101 2,683 19,000 SH   SOLE   19,000 0 0
ILLINOIS TOOL WO Common Stock 452308109 2,552 14,000 SH   SOLE   14,000 0 0
INTEL CORP Common Stock 458140100 4,863 130,000 SH   SOLE   130,000 0 0
INTUIT INC Common Stock 461202103 1,927 5,000 SH   SOLE   5,000 0 0
JOHNSON&JOHNSON Common Stock 478160104 6,035 34,000 SH   SOLE   34,000 0 0
JPMORGAN CHASE Common Stock 46625H100 8,671 77,000 SH   SOLE   77,000 0 0
KIMBERLY-CLARK Common Stock 494368103 9,190 68,000 SH   SOLE   68,000 0 0
KLA-TENCOR CORP Common Stock 482480100 1,914 6,000 SH   SOLE   6,000 0 0
LAM RESEARCH Common Stock 512807108 1,705 4,000 SH   SOLE   4,000 0 0
LOCKHEED MARTIN Common Stock 539830109 2,451 5,700 SH   SOLE   5,700 0 0
LOWE'S COS INC Common Stock 548661107 1,747 10,000 SH   SOLE   10,000 0 0
LYONDELLBASELL-A Common Stock N53745100 2,886 33,000 SH   SOLE   33,000 0 0
MARATHON OIL Common Stock 565849106 4,271 190,000 SH   SOLE   190,000 0 0
MASTERCARD INC-A CL A 57636Q104 2,208 7,000 SH   SOLE   7,000 0 0
MCDONALDS CORP Common Stock 580135101 2,222 9,000 SH   SOLE   9,000 0 0
MERCK & CO Common Stock 58933Y105 6,564 72,000 SH   SOLE   72,000 0 0
MICROSOFT CORP Common Stock 594918104 1,541 6,000 SH   SOLE   6,000 0 0
MORGAN STANLEY Common Stock 617446448 3,651 48,000 SH   SOLE   48,000 0 0
NATIONAL ENERGY SHS G6375R107 1,017 150,000 SH   SOLE   150,000 0 0
NEW FORTRESS ENE COM CL A 644393100 2,968 75,000 SH   SOLE   75,000 0 0
NEXTERA ENERGY Common Stock 65339F101 9,373 121,000 SH   SOLE   121,000 0 0
NEXTIER OILFIELD Common Stock 65290C105 5,516 580,000 SH   SOLE   580,000 0 0
NVIDIA CORP Common Stock 67066G104 2,425 16,000 SH   SOLE   16,000 0 0
OLD REPUB INTL Common Stock 680223104 4,025 180,000 SH   SOLE   180,000 0 0
OLIN CORP Common Stock 680665205 3,425 74,000 SH   SOLE   74,000 0 0
OVINTIV INC Common Stock 69047Q102 3,535 80,000 SH   SOLE   80,000 0 0
PATTERSON-UTI Common Stock 703481101 2,049 130,000 SH   SOLE   130,000 0 0
PEMBINA PIPELINE Common Stock 706327103 1,414 40,000 SH   SOLE   40,000 0 0
PEPSICO INC Common Stock 713448108 7,000 42,000 SH   SOLE   42,000 0 0
PFIZER INC Common Stock 717081103 7,760 148,000 SH   SOLE   148,000 0 0
PHILIP MORRIS IN Common Stock 718172109 6,122 62,000 SH   SOLE   62,000 0 0
PHILLIPS 66 Common Stock 718546104 3,526 43,000 SH   SOLE   43,000 0 0
PIONEER NATURAL Common Stock 723787107 8,923 40,000 SH   SOLE   40,000 0 0
PLUG POWER INC Common Stock 72919P202 464 28,000 SH   SOLE   28,000 0 0
PNC FINANCIAL SE Common Stock 693475105 947 6,000 SH   SOLE   6,000 0 0
PROCTER & GAMBLE Common Stock 742718109 2,876 20,000 SH   SOLE   20,000 0 0
PROFRAC HOLDIN-A COM CL A 74319N100 916 50,000 SH   SOLE   50,000 0 0
PROPETRO HOLDING Common Stock 74347M108 800 80,000 SH   SOLE   80,000 0 0
PRUDENTL FINL Common Stock 744320102 2,488 26,000 SH   SOLE   26,000 0 0
QUALCOMM INC Common Stock 747525103 5,365 42,000 SH   SOLE   42,000 0 0
QUANTA SERVICES Common Stock 74762E102 2,005 16,000 SH   SOLE   16,000 0 0
S&P GLOBAL INC Common Stock 78409V104 1,685 5,000 SH   SOLE   5,000 0 0
SALESFORCE.COM Common Stock 79466L302 1,485 9,000 SH   SOLE   9,000 0 0
SHELL PLC-ADR SPONSORED ADR 780259305 2,405 46,000 SH   SOLE   46,000 0 0
SHOALS TECHNOL-A CL A 82489W107 593 36,000 SH   SOLE   36,000 0 0
SOLAREDGE TECHNO Common Stock 83417M104 1,861 6,800 SH   SOLE   6,800 0 0
SOLARIS OIL IN-A COM CL A 83418M103 2,611 240,000 SH   SOLE   240,000 0 0
SOUTHERN CO Common Stock 842587107 2,353 33,000 SH   SOLE   33,000 0 0
STARBUCKS CORP Common Stock 855244109 1,986 26,000 SH   SOLE   26,000 0 0
SUNNOVA ENERGY I Common Stock 86745K104 2,248 122,000 SH   SOLE   122,000 0 0
SUNRUN INC Common Stock 86771W105 1,986 85,000 SH   SOLE   85,000 0 0
TARGET CORP Common Stock 87612E106 2,118 15,000 SH   SOLE   15,000 0 0
TC Energy Corp Common Stock 87807B107 3,627 70,000 SH   SOLE   70,000 0 0
TEXAS INSTRUMENT Common Stock 882508104 4,149 27,000 SH   SOLE   27,000 0 0
THERMO FISHER Common Stock 883556102 2,716 5,000 SH   SOLE   5,000 0 0
TRANE TECHNOLOGI SHS -A- G8994E103 1,429 11,000 SH   SOLE   11,000 0 0
TRUIST FINANCIAL Common Stock 89832Q109 3,462 73,000 SH   SOLE   73,000 0 0
UNITEDHEALTH GRP Common Stock 91324P102 2,055 4,000 SH   SOLE   4,000 0 0
US BANCORP Common Stock 902973304 4,142 90,000 SH   SOLE   90,000 0 0
VALERO ENERGY Common Stock 91913Y100 2,551 24,000 SH   SOLE   24,000 0 0
VERIZON COMMUNIC Common Stock 92343V104 12,180 240,000 SH   SOLE   240,000 0 0
VISA INC-CLASS A COM CL A 92826C839 2,953 15,000 SH   SOLE   15,000 0 0
WALT DISNEY CO Common Stock 254687106 2,077 22,000 SH   SOLE   22,000 0 0
WASTE MANAGEMENT Common Stock 94106L109 1,989 13,000 SH   SOLE   13,000 0 0
WHIRLPOOL CORP Common Stock 963320106 2,478 16,000 SH   SOLE   16,000 0 0