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
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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   800,720 8,000 SH   SOLE   8,000 0 0
ABBVIE INC Common Stock 00287Y109   18,079,419 134,190 SH   SOLE   134,190 0 0
ADV MICRO DEVICE Common Stock 007903107   1,936,470 17,000 SH   SOLE   17,000 0 0
AES CORP Common Stock 00130H105   4,353,300 210,000 SH   SOLE   210,000 0 0
AIR PRODS & CHEM Common Stock 009158106   5,990,600 20,000 SH   SOLE   20,000 0 0
ALLSTATE CORP Common Stock 020002101   5,452,000 50,000 SH   SOLE   50,000 0 0
ALTRIA GROUP INC Common Stock 02209S103   6,160,800 136,000 SH   SOLE   136,000 0 0
AMERICAN ELECTRI Common Stock 025537101   7,914,800 94,000 SH   SOLE   94,000 0 0
ANTERO RESOURCES Common Stock 03674X106   2,303,000 100,000 SH   SOLE   100,000 0 0
APPLE INC Common Stock 037833100   3,879,400 20,000 SH   SOLE   20,000 0 0
ARRAY TECHNOLOGI Common Shares 04271T100   2,486,000 110,000 SH   SOLE   110,000 0 0
AT&T INC Common Stock 00206R102   7,124,068 446,650 SH   SOLE   446,650 0 0
BAKER HUGHES A CL A 05722G100   948,300 30,000 SH   SOLE   30,000 0 0
BANK OF AMERICA Common Stock 060505104   5,738,000 200,000 SH   SOLE   200,000 0 0
BCE INC Common Stock 05534B760   5,698,750 125,000 SH   SOLE   125,000 0 0
BEST BUY CO INC Common Stock 086516101   11,473 140 SH   SOLE   140 0 0
BHP GROUP-ADR Sponsored ADR 088606108   22,078 370 SH   SOLE   370 0 0
BLACKROCK INC Common Stock 09247X101   9,675,960 14,000 SH   SOLE   14,000 0 0
BRISTOL-MYER SQB Common Stock 110122108   4,988,100 78,000 SH   SOLE   78,000 0 0
BRIT AMER TO-ADR Sponsored ADR 110448107   5,328,600 160,500 SH   SOLE   160,500 0 0
BROADCOM INC Common Stock 11135F101   26,031,574 30,010 SH   SOLE   30,010 0 0
CACTUS INC- A CL A 127203107   3,681,840 87,000 SH   SOLE   87,000 0 0
CATERPILLAR INC Common Stock 149123101   5,290,075 21,500 SH   SOLE   21,500 0 0
CHAMPIONX CORP Common Stock 15872M104   3,104,000 100,000 SH   SOLE   100,000 0 0
CHENIERE ENERGY Common Stock 16411R208   10,817,560 71,000 SH   SOLE   71,000 0 0
CHORD ENERGY CORP Common Stock 674215207   38,450 250 SH   SOLE   250 0 0
CISCO SYSTEMS Common Stock 17275R102   1,810,900 35,000 SH   SOLE   35,000 0 0
CITIZENS FINANCI Common Stock 174610105   4,694 180 SH   SOLE   180 0 0
COCA-COLA CO/THE Common Stock 191216100   6,804,860 113,000 SH   SOLE   113,000 0 0
COTERRA ENERGY CORP Common Stock 127097103   1,138,500 45,000 SH   SOLE   45,000 0 0
CVS HEALTH CORP Common Stock 126650100   1,382,600 20,000 SH   SOLE   20,000 0 0
DARLING INGREDIE Common Stock 237266101   2,487,810 39,000 SH   SOLE   39,000 0 0
DEERE & CO Common Stock 244199105   1,620,760 4,000 SH   SOLE   4,000 0 0
DEVON ENERGY CO Common Stock 25179M103   6,284,200 130,000 SH   SOLE   130,000 0 0
DIAMONDBACK ENER Common Stock 25278X109   5,254,400 40,000 SH   SOLE   40,000 0 0
DOW INC Common Stock 260557103   14,380 270 SH   SOLE   270 0 0
DUKE ENERGY CORP Common Stock 26441C204   4,320,981 48,150 SH   SOLE   48,150 0 0
EDWARDS LIFE Common Stock 28176E108   1,886,600 20,000 SH   SOLE   20,000 0 0
ENBRIDGE INC Common Stock 29250N105   11,501,640 309,600 SH   SOLE   309,600 0 0
ENPHASE ENERGY Common Stock 29355A107   1,674,800 10,000 SH   SOLE   10,000 0 0
ENTERGY CORP Common Stock 29364G103   7,119,694 73,120 SH   SOLE   73,120 0 0
EOG RESOURCES Common Stock 26875P101   2,059,920 18,000 SH   SOLE   18,000 0 0
EXCELERATE ENE-A CL A COM 30069T101   1,626,400 80,000 SH   SOLE   80,000 0 0
EXELON CORP Common Stock 30161N101   855,540 21,000 SH   SOLE   21,000 0 0
EXXON MOBIL CORP Common Stock 30231G102   10,725,000 100,000 SH   SOLE   100,000 0 0
FEDEX CORP Common Stock 31428X106   1,735,300 7,000 SH   SOLE   7,000 0 0
GENERAC HOLDINGS Common Stock 368736104   1,789,560 12,000 SH   SOLE   12,000 0 0
GENUINE PARTS CO Common Stock 372460105   2,538,450 15,000 SH   SOLE   15,000 0 0
HALLIBURTON CO Common Stock 406216101   4,948,500 150,000 SH   SOLE   150,000 0 0
HOME DEPOT INC Common Stock 437076102   7,455,360 24,000 SH   SOLE   24,000 0 0
IBM Common Stock 459200101   5,245,352 39,200 SH   SOLE   39,200 0 0
ILLINOIS TOOL WO Common Stock 452308109   3,502,240 14,000 SH   SOLE   14,000 0 0
INTEL CORP Common Stock 458140100   1,337,600 40,000 SH   SOLE   40,000 0 0
INTUIT INC Common Stock 461202103   2,290,950 5,000 SH   SOLE   5,000 0 0
JOHNSON&JOHNSON Common Stock 478160104   6,289,760 38,000 SH   SOLE   38,000 0 0
JPMORGAN CHASE Common Stock 46625H100   13,525,920 93,000 SH   SOLE   93,000 0 0
KIMBERLY-CLARK Common Stock 494368103   10,630,620 77,000 SH   SOLE   77,000 0 0
KINDER MORGAN IN Common Stock 49456B101   861,000 50,000 SH   SOLE   50,000 0 0
KLA-TENCOR CORP Common Stock 482480100   2,910,120 6,000 SH   SOLE   6,000 0 0
LAM RESEARCH Common Stock 512807108   2,571,440 4,000 SH   SOLE   4,000 0 0
LOCKHEED MARTIN Common Stock 539830109   3,222,660 7,000 SH   SOLE   7,000 0 0
LOWE'S COS INC Common Stock 548661107   2,257,000 10,000 SH   SOLE   10,000 0 0
LYONDELLBASELL-A SHS -A- N53745100   4,968,921 54,110 SH   SOLE   54,110 0 0
MARATHON OIL Common Stock 565849106   5,064,400 220,000 SH   SOLE   220,000 0 0
MARATHON PETROLE Common Stock 56585A102   816,200 7,000 SH   SOLE   7,000 0 0
MASTERCARD INC-A CL A 57636Q104   2,753,100 7,000 SH   SOLE   7,000 0 0
MCDONALDS CORP Common Stock 580135101   1,193,640 4,000 SH   SOLE   4,000 0 0
MERCK & CO Common Stock 58933Y105   9,346,590 81,000 SH   SOLE   81,000 0 0
MICROSOFT CORP Common Stock 594918104   2,043,240 6,000 SH   SOLE   6,000 0 0
MORGAN STANLEY Common Stock 617446448   6,405,000 75,000 SH   SOLE   75,000 0 0
NEW FORTRESS ENE COM CL A 644393100   2,624,440 98,000 SH   SOLE   98,000 0 0
NEXTERA ENERGY Common Stock 65339F101   6,307,000 85,000 SH   SOLE   85,000 0 0
NEXTIER OILFIELD Common Stock 65290C105   6,615,600 740,000 SH   SOLE   740,000 0 0
NVIDIA CORP Common Stock 67066G104   4,230,200 10,000 SH   SOLE   10,000 0 0
OLD REPUB INTL Common Stock 680223104   2,768,700 110,000 SH   SOLE   110,000 0 0
OLIN CORP Common Stock 680665205   4,316,760 84,000 SH   SOLE   84,000 0 0
OVINTIV INC Common Stock 69047Q102   2,664,900 70,000 SH   SOLE   70,000 0 0
PEMBINA PIPELINE Common Stock 706327103   1,896,775 60,330 SH   SOLE   60,330 0 0
PEPSICO INC Common Stock 713448108   11,298,420 61,000 SH   SOLE   61,000 0 0
PERMIAN RESOURCE CLASS A COM 71424F105   4,164,800 380,000 SH   SOLE   380,000 0 0
PFIZER INC Common Stock 717081103   6,624,408 180,600 SH   SOLE   180,600 0 0
PHILIP MORRIS IN Common Stock 718172109   8,808,253 90,230 SH   SOLE   90,230 0 0
PHILLIPS 66 Common Stock 718546104   7,725,780 81,000 SH   SOLE   81,000 0 0
PIONEER NATURAL Common Stock 723787107   11,626,942 56,120 SH   SOLE   56,120 0 0
PLUG POWER INC Common Stock 72919P202   290,920 28,000 SH   SOLE   28,000 0 0
PNC FINANCIAL SE Common Stock 693475105   3,920,824 31,130 SH   SOLE   31,130 0 0
PROCTER & GAMBLE Common Stock 742718109   3,793,500 25,000 SH   SOLE   25,000 0 0
PROFRAC HOLDIN-A CLASS A COM 74319N100   948,600 85,000 SH   SOLE   85,000 0 0
PRUDENTL FINL Common Stock 744320102   7,801,295 88,430 SH   SOLE   88,430 0 0
QUALCOMM INC Common Stock 747525103   11,189,760 94,000 SH   SOLE   94,000 0 0
QUIMICA Y-SP ADR Spon ADR 833635105   3,296,948 45,400 SH   SOLE   45,400 0 0
REGIONS FINANCIA Common Stock 7591EP100   13,721 770 SH   SOLE   770 0 0
RIO TINTO-ADR Sponsored ADR 767204100   44,688 700 SH   SOLE   700 0 0
S&P GLOBAL INC Common Stock 78409V104   2,004,450 5,000 SH   SOLE   5,000 0 0
SANOFI-ADR Sponsored ADR 80105N105   10,780 200 SH   SOLE   200 0 0
SEAGATE TECHNOLO ORD SHS G7997R103   5,568 90 SH   SOLE   90 0 0
SHELL PLC-ADR Spon ADS 780259305   4,830,400 80,000 SH   SOLE   80,000 0 0
SHOALS TECHNOL-A CL A 82489W107   1,380,240 54,000 SH   SOLE   54,000 0 0
SKYWORKS SOLUTIO Common Stock 83088M102   4,427,600 40,000 SH   SOLE   40,000 0 0
SOLAREDGE TECHNO Common Stock 83417M104   1,210,725 4,500 SH   SOLE   4,500 0 0
SOLARIS OIL IN-A COM CL A 83418M103   1,041,250 125,000 SH   SOLE   125,000 0 0
STARBUCKS CORP Common Stock 855244109   2,179,320 22,000 SH   SOLE   22,000 0 0
SUNNOVA ENERGY I Common Stock 86745K104   1,501,420 82,000 SH   SOLE   82,000 0 0
T ROWE PRICE GRP Common Stock 74144T108   10,082 90 SH   SOLE   90 0 0
TARGA RESOURCES Common Stock 87612G101   9,132,000 120,000 SH   SOLE   120,000 0 0
TARGET CORP Common Stock 87612E106   6,463,100 49,000 SH   SOLE   49,000 0 0
TC Energy Corp Common Stock 87807B107   7,677,900 190,000 SH   SOLE   190,000 0 0
TENARIS-ADR Sponsored ADR 88031M109   5,690,500 190,000 SH   SOLE   190,000 0 0
TEXAS INSTRUMENT Common Stock 882508104   7,740,860 43,000 SH   SOLE   43,000 0 0
THERMO FISHER Common Stock 883556102   2,608,750 5,000 SH   SOLE   5,000 0 0
TRANE TECHNOLOGI SHS G8994E103   2,103,860 11,000 SH   SOLE   11,000 0 0
UNITED PARCEL-B CL B 911312106   3,226,500 18,000 SH   SOLE   18,000 0 0
UNITEDHEALTH GRP Common Stock 91324P102   1,922,560 4,000 SH   SOLE   4,000 0 0
US BANCORP Common Stock 902973304   2,816,330 85,240 SH   SOLE   85,240 0 0
VALERO ENERGY Common Stock 91913Y100   2,932,500 25,000 SH   SOLE   25,000 0 0
VERIZON COMMUNIC Common Stock 92343V104   10,437,002 280,640 SH   SOLE   280,640 0 0
VISA INC-CLASS A COM CL A 92826C839   3,562,200 15,000 SH   SOLE   15,000 0 0
WALGREENS BOOTS Common Stock 931427108   4,274 150 SH   SOLE   150 0 0
WALT DISNEY CO Common Stock 254687106   1,964,160 22,000 SH   SOLE   22,000 0 0
WASTE MANAGEMENT Common Stock 94106L109   2,254,460 13,000 SH   SOLE   13,000 0 0
WHIRLPOOL CORP Common Stock 963320106   4,027,745 27,070 SH   SOLE   27,070 0 0