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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3M CO Common Stock 88579Y101   2,627,750 25,000 SH   SOLE   25,000 0 0
ABBVIE INC Common Stock 00287Y109   20,399,360 128,000 SH   SOLE   128,000 0 0
ADV MICRO DEVICE Common Stock 007903107   1,666,170 17,000 SH   SOLE   17,000 0 0
AES CORP Common Stock 00130H105   3,852,800 160,000 SH   SOLE   160,000 0 0
AIR PRODS & CHEM Common Stock 009158106   5,744,200 20,000 SH   SOLE   20,000 0 0
ALLSTATE CORP Common Stock 020002101   4,986,450 45,000 SH   SOLE   45,000 0 0
ALTRIA GROUP INC Common Stock 02209S103   4,015,800 90,000 SH   SOLE   90,000 0 0
AMERICAN ELECTRI Common Stock 025537101   7,461,180 82,000 SH   SOLE   82,000 0 0
ANTERO RESOURCES Common Stock 03674X106   1,154,500 50,000 SH   SOLE   50,000 0 0
APPLE INC Common Stock 037833100   3,298,000 20,000 SH   SOLE   20,000 0 0
ARRAY TECHNOLOGI Common Stock 04271T100   2,406,800 110,000 SH   SOLE   110,000 0 0
AT&T INC Common Stock 00206R102   7,603,750 395,000 SH   SOLE   395,000 0 0
BANK OF AMERICA Common Stock 060505104   5,720,000 200,000 SH   SOLE   200,000 0 0
BCE INC Common Stock 05534B760   5,598,750 125,000 SH   SOLE   125,000 0 0
BLACKROCK INC Common Stock 09247X101   8,698,560 13,000 SH   SOLE   13,000 0 0
BP PLC-ADR SPONSORED ADR 055622104   3,718,120 98,000 SH   SOLE   98,000 0 0
BRISTOL-MYER SQB Common Stock 110122108   5,059,630 73,000 SH   SOLE   73,000 0 0
BRIT AMER TO-ADR SPONSORED ADR 110448107   5,619,200 160,000 SH   SOLE   160,000 0 0
BROADCOM INC Common Stock 11135F101   22,774,670 35,500 SH   SOLE   35,500 0 0
CACTUS INC- A CL A 127203107   3,587,010 87,000 SH   SOLE   87,000 0 0
CATERPILLAR INC Common Stock 149123101   4,920,060 21,500 SH   SOLE   21,500 0 0
CELANESE CORP Common Stock 150870103   1,197,790 11,000 SH   SOLE   11,000 0 0
CHAMPIONX CORP Common Stock 15872M104   3,255,600 120,000 SH   SOLE   120,000 0 0
CHENIERE ENERGY Common Stock 16411R208   11,189,600 71,000 SH   SOLE   71,000 0 0
CISCO SYSTEMS Common Stock 17275R102   1,829,625 35,000 SH   SOLE   35,000 0 0
COCA-COLA CO/THE Common Stock 191216100   7,009,390 113,000 SH   SOLE   113,000 0 0
COTERRA ENERGY CORP Common Stock 127097103   4,588,980 187,000 SH   SOLE   187,000 0 0
DARLING INGREDIE Common Stock 237266101   1,343,200 23,000 SH   SOLE   23,000 0 0
DEERE & CO Common Stock 244199105   1,651,520 4,000 SH   SOLE   4,000 0 0
DEVON ENERGY CO Common Stock 25179M103   3,036,600 60,000 SH   SOLE   60,000 0 0
DIAMONDBACK ENER Common Stock 25278X109   15,409,380 114,000 SH   SOLE   114,000 0 0
DOMINION ENERGY INC Common Stock 25746U109   5,870,550 105,000 SH   SOLE   105,000 0 0
DUKE ENERGY CORP Common Stock 26441C204   4,630,560 48,000 SH   SOLE   48,000 0 0
EDWARDS LIFE Common Stock 28176E108   1,654,600 20,000 SH   SOLE   20,000 0 0
ENBRIDGE INC Common Stock 29250N105   11,788,350 309,000 SH   SOLE   309,000 0 0
ENPHASE ENERGY Common Stock 29355A107   1,682,240 8,000 SH   SOLE   8,000 0 0
ENTERGY CORP Common Stock 29364G103   6,248,920 58,000 SH   SOLE   58,000 0 0
EOG RESOURCES Common Stock 26875P101   2,063,340 18,000 SH   SOLE   18,000 0 0
EXCELERATE ENE-A CL A COM 30069T101   1,771,200 80,000 SH   SOLE   80,000 0 0
EXELON CORP Common Stock 30161N101   879,690 21,000 SH   SOLE   21,000 0 0
EXXON MOBIL CORP Common Stock 30231G102   12,610,900 115,000 SH   SOLE   115,000 0 0
FEDEX CORP Common Stock 31428X106   1,599,430 7,000 SH   SOLE   7,000 0 0
GENERAC HOLDINGS Common Stock 368736104   1,728,160 16,000 SH   SOLE   16,000 0 0
GENUINE PARTS CO Common Stock 372460105   2,509,650 15,000 SH   SOLE   15,000 0 0
HALLIBURTON CO Common Stock 406216101   4,746,000 150,000 SH   SOLE   150,000 0 0
HF SINCLAIR CORPORATION Common Stock 403949100   1,257,880 26,000 SH   SOLE   26,000 0 0
HOME DEPOT INC Common Stock 437076102   7,082,880 24,000 SH   SOLE   24,000 0 0
IBM Common Stock 459200101   4,588,150 35,000 SH   SOLE   35,000 0 0
ILLINOIS TOOL WO Common Stock 452308109   3,408,300 14,000 SH   SOLE   14,000 0 0
INTEL CORP Common Stock 458140100   1,306,800 40,000 SH   SOLE   40,000 0 0
INTUIT INC Common Stock 461202103   2,229,150 5,000 SH   SOLE   5,000 0 0
JOHNSON&JOHNSON Common Stock 478160104   5,890,000 38,000 SH   SOLE   38,000 0 0
JPMORGAN CHASE Common Stock 46625H100   11,727,900 90,000 SH   SOLE   90,000 0 0
KIMBERLY-CLARK Common Stock 494368103   10,334,940 77,000 SH   SOLE   77,000 0 0
KLA-TENCOR CORP Common Stock 482480100   2,395,020 6,000 SH   SOLE   6,000 0 0
LAM RESEARCH Common Stock 512807108   2,120,480 4,000 SH   SOLE   4,000 0 0
LOCKHEED MARTIN Common Stock 539830109   3,309,110 7,000 SH   SOLE   7,000 0 0
LOWE'S COS INC Common Stock 548661107   1,999,700 10,000 SH   SOLE   10,000 0 0
LYONDELLBASELL-A SHS -A- N53745100   5,070,060 54,000 SH   SOLE   54,000 0 0
MARATHON OIL Common Stock 565849106   4,792,000 200,000 SH   SOLE   200,000 0 0
MARATHON PETROLE Common Stock 56585A102   1,348,300 10,000 SH   SOLE   10,000 0 0
MASTERCARD INC-A CL A 57636Q104   2,543,870 7,000 SH   SOLE   7,000 0 0
MCDONALDS CORP Common Stock 580135101   2,516,490 9,000 SH   SOLE   9,000 0 0
MERCK & CO Common Stock 58933Y105   8,192,030 77,000 SH   SOLE   77,000 0 0
MICROSOFT CORP Common Stock 594918104   1,729,800 6,000 SH   SOLE   6,000 0 0
MORGAN STANLEY Common Stock 617446448   5,707,000 65,000 SH   SOLE   65,000 0 0
NEW FORTRESS ENE COM CL A 644393100   2,884,140 98,000 SH   SOLE   98,000 0 0
NEXTERA ENERGY Common Stock 65339F101   6,551,800 85,000 SH   SOLE   85,000 0 0
NEXTIER OILFIELD Common Stock 65290C105   6,201,000 780,000 SH   SOLE   780,000 0 0
NVIDIA CORP Common Stock 67066G104   3,888,780 14,000 SH   SOLE   14,000 0 0
OLD REPUB INTL Common Stock 680223104   2,746,700 110,000 SH   SOLE   110,000 0 0
OLIN CORP Common Stock 680665205   4,662,000 84,000 SH   SOLE   84,000 0 0
OVINTIV INC Common Stock 69047Q102   2,525,600 70,000 SH   SOLE   70,000 0 0
PATTERSON-UTI Common Stock 703481101   1,755,000 150,000 SH   SOLE   150,000 0 0
PEMBINA PIPELINE Common Stock 706327103   1,944,000 60,000 SH   SOLE   60,000 0 0
PEPSICO INC Common Stock 713448108   12,031,800 66,000 SH   SOLE   66,000 0 0
PERMIAN RESOURCE CLASS A COM 71424F105   3,150,000 300,000 SH   SOLE   300,000 0 0
PFIZER INC Common Stock 717081103   6,691,200 164,000 SH   SOLE   164,000 0 0
PHILIP MORRIS IN Common Stock 718172109   6,515,750 67,000 SH   SOLE   67,000 0 0
PHILLIPS 66 Common Stock 718546104   3,446,920 34,000 SH   SOLE   34,000 0 0
PIONEER NATURAL Common Stock 723787107   9,190,800 45,000 SH   SOLE   45,000 0 0
PLUG POWER INC Common Stock 72919P202   328,160 28,000 SH   SOLE   28,000 0 0
PNC FINANCIAL SE Common Stock 693475105   3,431,700 27,000 SH   SOLE   27,000 0 0
PROCTER & GAMBLE Common Stock 742718109   4,460,700 30,000 SH   SOLE   30,000 0 0
PROFRAC HOLDIN-A CLASS A COM 74319N100   1,583,750 125,000 SH   SOLE   125,000 0 0
PRUDENTL FINL Common Stock 744320102   3,723,300 45,000 SH   SOLE   45,000 0 0
QUALCOMM INC Common Stock 747525103   11,227,040 88,000 SH   SOLE   88,000 0 0
S&P GLOBAL INC Common Stock 78409V104   1,723,850 5,000 SH   SOLE   5,000 0 0
SHELL PLC-ADR SPON ADR 780259305   4,603,200 80,000 SH   SOLE   80,000 0 0
SHOALS TECHNOL-A CL A 82489W107   1,230,660 54,000 SH   SOLE   54,000 0 0
SKYWORKS SOLUTIO Common Stock 83088M102   4,719,200 40,000 SH   SOLE   40,000 0 0
SOLAREDGE TECHNO Common Stock 83417M104   1,367,775 4,500 SH   SOLE   4,500 0 0
SOLARIS OIL IN-A COM CL A 83418M103   1,195,600 140,000 SH   SOLE   140,000 0 0
STARBUCKS CORP Common Stock 855244109   2,290,860 22,000 SH   SOLE   22,000 0 0
SUNNOVA ENERGY I Common Stock 86745K104   1,437,040 92,000 SH   SOLE   92,000 0 0
TARGA RESOURCES Common Stock 87612G101   5,617,150 77,000 SH   SOLE   77,000 0 0
TARGET CORP Common Stock 87612E106   7,618,980 46,000 SH   SOLE   46,000 0 0
TC Energy Corp Common Stock 87807B107   7,782,000 200,000 SH   SOLE   200,000 0 0
TENARIS-ADR SPONSORED ADR 88031M109   4,433,520 156,000 SH   SOLE   156,000 0 0
TEXAS INSTRUMENT Common Stock 882508104   7,626,410 41,000 SH   SOLE   41,000 0 0
THERMO FISHER Common Stock 883556102   2,881,850 5,000 SH   SOLE   5,000 0 0
TRANE TECHNOLOGI SHS G8994E103   2,023,780 11,000 SH   SOLE   11,000 0 0
UNITEDHEALTH GRP Common Stock 91324P102   1,890,360 4,000 SH   SOLE   4,000 0 0
US BANCORP Common Stock 902973304   4,866,750 135,000 SH   SOLE   135,000 0 0
VALERO ENERGY Common Stock 91913Y100   4,188,000 30,000 SH   SOLE   30,000 0 0
VERIZON COMMUNIC Common Stock 92343V104   10,889,200 280,000 SH   SOLE   280,000 0 0
VISA INC-CLASS A COM CL A 92826C839   3,381,900 15,000 SH   SOLE   15,000 0 0
WALT DISNEY CO Common Stock 254687106   2,202,860 22,000 SH   SOLE   22,000 0 0
WASTE MANAGEMENT Common Stock 94106L109   2,121,210 13,000 SH   SOLE   13,000 0 0
WHIRLPOOL CORP Common Stock 963320106   3,564,540 27,000 SH   SOLE   27,000 0 0