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 2,763 25,000 SH   SOLE   25,000 0 0
ABBVIE INC Common Stock 00287Y109 16,239 121,000 SH   SOLE   121,000 0 0
ADV MICRO DEVICE Common Stock 007903107 1,077 17,000 SH   SOLE   17,000 0 0
AES CORP Common Stock 00130H105 3,616 160,000 SH   SOLE   160,000 0 0
AIR PRODS & CHEM Common Stock 009158106 4,422 19,000 SH   SOLE   19,000 0 0
ALLSTATE CORP Common Stock 020002101 3,736 30,000 SH   SOLE   30,000 0 0
ALTRIA GROUP INC Common Stock 02209S103 3,230 80,000 SH   SOLE   80,000 0 0
AMEREN CORP Common Stock 023608102 1,611 20,000 SH   SOLE   20,000 0 0
AMERICAN ELECTRI Common Stock 025537101 5,403 62,500 SH   SOLE   62,500 0 0
ANTERO RESOURCES Common Stock 03674X106 2,748 90,000 SH   SOLE   90,000 0 0
APPLE INC Common Stock 037833100 2,764 20,000 SH   SOLE   20,000 0 0
ARCHAEA ENERGY I Common Stock 03940F103 2,702 150,000 SH   SOLE   150,000 0 0
ARRAY TECHNOLOGI Common SHS 04271T100 1,990 120,000 SH   SOLE   120,000 0 0
AT&T INC Common Stock 00206R102 3,145 205,000 SH   SOLE   205,000 0 0
BAKER HUGHES A CL A 05722G100 1,467 70,000 SH   SOLE   70,000 0 0
BANK OF AMERICA Common Stock 060505104 906 30,000 SH   SOLE   30,000 0 0
BCE INC Common Stock 05534B760 4,823 115,000 SH   SOLE   115,000 0 0
BLACKROCK INC Common Stock 09247X101 6,603 12,000 SH   SOLE   12,000 0 0
BP PLC-ADR Sponsored ADR 055622104 2,113 74,000 SH   SOLE   74,000 0 0
BRIT AMER TO-ADR Sponsored ADR 110448107 4,083 115,000 SH   SOLE   115,000 0 0
BROADCOM INC Common Stock 11135F101 15,096 34,000 SH   SOLE   34,000 0 0
CACTUS INC- A CL A 127203107 5,265 137,000 SH   SOLE   137,000 0 0
CATERPILLAR INC Common Stock 149123101 4,840 29,500 SH   SOLE   29,500 0 0
CELANESE CORP Common Stock 150870103 994 11,000 SH   SOLE   11,000 0 0
CHAMPIONX CORP Common Stock 15872M104 4,325 221,000 SH   SOLE   221,000 0 0
CHENIERE ENERGY Common Stock 16411R208 12,775 77,000 SH   SOLE   77,000 0 0
CISCO SYSTEMS Common Stock 17275R102 4,040 101,000 SH   SOLE   101,000 0 0
CME GROUP INC Common Stock 12572Q105 1,771 10,000 SH   SOLE   10,000 0 0
COCA-COLA CO/THE Common Stock 191216100 6,330 113,000 SH   SOLE   113,000 0 0
CONOCOPHILLIPS Common Stock 20825C104 2,354 23,000 SH   SOLE   23,000 0 0
COTERRA ENERGY CORP Common Stock 127097103 7,366 282,000 SH   SOLE   282,000 0 0
DARLING INGREDIE Common Stock 237266101 1,521 23,000 SH   SOLE   23,000 0 0
DEERE & CO Common Stock 244199105 2,337 7,000 SH   SOLE   7,000 0 0
DEVON ENERGY CO Common Stock 25179M103 2,706 45,000 SH   SOLE   45,000 0 0
DIAMONDBACK ENER Common Stock 25278X109 12,889 107,000 SH   SOLE   107,000 0 0
DOMINION ENERGY INC Common Stock 25746U109 3,732 54,000 SH   SOLE   54,000 0 0
DUKE ENERGY CORP Common Stock 26441C204 2,791 30,000 SH   SOLE   30,000 0 0
EDWARDS LIFE Common Stock 28176E108 1,653 20,000 SH   SOLE   20,000 0 0
ENBRIDGE INC Common Stock 29250N105 10,054 271,000 SH   SOLE   271,000 0 0
ENPHASE ENERGY Common Stock 29355A107 1,110 4,000 SH   SOLE   4,000 0 0
ENTERGY CORP Common Stock 29364G103 4,629 46,000 SH   SOLE   46,000 0 0
EXCELERATE ENE-A CL A Com 30069T101 1,170 50,000 SH   SOLE   50,000 0 0
EXELON CORP Common Stock 30161N101 787 21,000 SH   SOLE   21,000 0 0
EXXON MOBIL CORP Common Stock 30231G102 12,747 146,000 SH   SOLE   146,000 0 0
FEDEX CORP Common Stock 31428X106 1,039 7,000 SH   SOLE   7,000 0 0
GENERAC HOLDINGS Common Stock 368736104 2,672 15,000 SH   SOLE   15,000 0 0
GENUINE PARTS CO Common Stock 372460105 2,464 16,500 SH   SOLE   16,500 0 0
HALLIBURTON CO Common Stock 406216101 4,924 200,000 SH   SOLE   200,000 0 0
HF SINCLAIR CORPORATION Common Stock 403949100 1,400 26,000 SH   SOLE   26,000 0 0
HOME DEPOT INC Common Stock 437076102 4,139 15,000 SH   SOLE   15,000 0 0
IBM Common Stock 459200101 2,257 19,000 SH   SOLE   19,000 0 0
ILLINOIS TOOL WO Common Stock 452308109 2,529 14,000 SH   SOLE   14,000 0 0
INTEL CORP Common Stock 458140100 4,201 163,000 SH   SOLE   163,000 0 0
INTUIT INC Common Stock 461202103 1,937 5,000 SH   SOLE   5,000 0 0
JOHNSON&JOHNSON Common Stock 478160104 5,881 36,000 SH   SOLE   36,000 0 0
JPMORGAN CHASE Common Stock 46625H100 9,405 90,000 SH   SOLE   90,000 0 0
KIMBERLY-CLARK Common Stock 494368103 8,215 73,000 SH   SOLE   73,000 0 0
KLA-TENCOR CORP Common Stock 482480100 1,816 6,000 SH   SOLE   6,000 0 0
LAM RESEARCH Common Stock 512807108 1,464 4,000 SH   SOLE   4,000 0 0
LOCKHEED MARTIN Common Stock 539830109 2,202 5,700 SH   SOLE   5,700 0 0
LOWE'S COS INC Common Stock 548661107 1,878 10,000 SH   SOLE   10,000 0 0
LYONDELLBASELL-A -SHS- N53745100 2,936 39,000 SH   SOLE   39,000 0 0
MARATHON OIL Common Stock 565849106 4,290 190,000 SH   SOLE   190,000 0 0
MASTERCARD INC-A CL A 57636Q104 1,990 7,000 SH   SOLE   7,000 0 0
MCDONALDS CORP Common Stock 580135101 2,077 9,000 SH   SOLE   9,000 0 0
MERCK & CO Common Stock 58933Y105 6,545 76,000 SH   SOLE   76,000 0 0
MICROSOFT CORP Common Stock 594918104 1,397 6,000 SH   SOLE   6,000 0 0
MORGAN STANLEY Common Stock 617446448 4,741 60,000 SH   SOLE   60,000 0 0
NATIONAL ENERGY SHS G6375R107 356 60,000 SH   SOLE   60,000 0 0
NEW FORTRESS ENE Com CL A 644393100 3,934 90,000 SH   SOLE   90,000 0 0
NEXTERA ENERGY Common Stock 65339F101 9,017 115,000 SH   SOLE   115,000 0 0
NEXTIER OILFIELD Common Stock 65290C105 4,958 670,000 SH   SOLE   670,000 0 0
NVIDIA CORP Common Stock 67066G104 1,942 16,000 SH   SOLE   16,000 0 0
OLD REPUB INTL Common Stock 680223104 3,767 180,000 SH   SOLE   180,000 0 0
OLIN CORP Common Stock 680665205 3,173 74,000 SH   SOLE   74,000 0 0
OVINTIV INC Common Stock 69047Q102 5,520 120,000 SH   SOLE   120,000 0 0
PATTERSON-UTI Common Stock 703481101 2,336 200,000 SH   SOLE   200,000 0 0
PEMBINA PIPELINE Common Stock 706327103 1,215 40,000 SH   SOLE   40,000 0 0
PEPSICO INC Common Stock 713448108 8,326 51,000 SH   SOLE   51,000 0 0
PFIZER INC Common Stock 717081103 6,739 154,000 SH   SOLE   154,000 0 0
PHILIP MORRIS IN Common Stock 718172109 5,147 62,000 SH   SOLE   62,000 0 0
PHILLIPS 66 Common Stock 718546104 3,471 43,000 SH   SOLE   43,000 0 0
PIONEER NATURAL Common Stock 723787107 6,929 32,000 SH   SOLE   32,000 0 0
PLUG POWER INC Common Stock 72919P202 588 28,000 SH   SOLE   28,000 0 0
PNC FINANCIAL SE Common Stock 693475105 897 6,000 SH   SOLE   6,000 0 0
PROCTER & GAMBLE Common Stock 742718109 3,030 24,000 SH   SOLE   24,000 0 0
PROFRAC HOLDIN-A Class A Com 74319N100 913 60,000 SH   SOLE   60,000 0 0
PROPETRO HOLDING Common Stock 74347M108 644 80,000 SH   SOLE   80,000 0 0
PRUDENTL FINL Common Stock 744320102 2,230 26,000 SH   SOLE   26,000 0 0
QUALCOMM INC Common Stock 747525103 5,762 51,000 SH   SOLE   51,000 0 0
QUANTA SERVICES Common Stock 74762E102 1,783 14,000 SH   SOLE   14,000 0 0
S&P GLOBAL INC Common Stock 78409V104 1,527 5,000 SH   SOLE   5,000 0 0
SHELL PLC-ADR Spon ADR 780259305 2,787 56,000 SH   SOLE   56,000 0 0
SHOALS TECHNOL-A CL A 82489W107 776 36,000 SH   SOLE   36,000 0 0
SOLAREDGE TECHNO Common Stock 83417M104 1,852 8,000 SH   SOLE   8,000 0 0
SOLARIS OIL IN-A Com CL A 83418M103 2,059 220,000 SH   SOLE   220,000 0 0
STARBUCKS CORP Common Stock 855244109 2,191 26,000 SH   SOLE   26,000 0 0
SUNNOVA ENERGY I Common Stock 86745K104 2,252 102,000 SH   SOLE   102,000 0 0
SUNRUN INC Common Stock 86771W105 1,931 70,000 SH   SOLE   70,000 0 0
TARGET CORP Common Stock 87612E106 4,600 31,000 SH   SOLE   31,000 0 0
TEXAS INSTRUMENT Common Stock 882508104 4,643 30,000 SH   SOLE   30,000 0 0
THERMO FISHER Common Stock 883556102 2,536 5,000 SH   SOLE   5,000 0 0
TRANE TECHNOLOGI SHS G8994E103 1,593 11,000 SH   SOLE   11,000 0 0
TRUIST FINANCIAL Common Stock 89832Q109 3,178 73,000 SH   SOLE   73,000 0 0
UNITEDHEALTH GRP Common Stock 91324P102 2,020 4,000 SH   SOLE   4,000 0 0
US BANCORP Common Stock 902973304 4,032 100,000 SH   SOLE   100,000 0 0
VALERO ENERGY Common Stock 91913Y100 3,633 34,000 SH   SOLE   34,000 0 0
VERIZON COMMUNIC Common Stock 92343V104 8,923 235,000 SH   SOLE   235,000 0 0
VISA INC-CLASS A Com CL A 92826C839 2,665 15,000 SH   SOLE   15,000 0 0
WALT DISNEY CO Common Stock 254687106 2,075 22,000 SH   SOLE   22,000 0 0
WASTE MANAGEMENT Common Stock 94106L109 2,083 13,000 SH   SOLE   13,000 0 0
WHIRLPOOL CORP Common Stock 963320106 2,831 21,000 SH   SOLE   21,000 0 0