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
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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
ALBEMARLE CORP COM 012653101   5,927,183 33,015 SH   SOLE   33,015 0 0
AMERICAN ELEC PWR CO INC COM 025537101   7,655,072 58,400 SH   SOLE   58,400 0 0
AMPHENOL CORP CL A 032095101   3,461,990 27,400 SH   SOLE   27,400 0 0
ANTERO RESOURCES CORP COM 03674X106   52,802,023 1,244,157 SH   SOLE   1,244,157 0 0
APA CORPORATION COM 03743Q108   9,934,058 234,073 SH   SOLE   234,073 0 0
ATLAS ENERGY SOLUTIONS INC COM NEW 642045108   5,808,093 442,690 SH   SOLE   442,690 0 0
BKV CORP COM 05603J108   1,117,984 39,200 SH   SOLE   39,200 0 0
BUNGE GLOBAL SA COM SHS H11356104   17,375,520 136,600 SH   SOLE   136,600 0 0
CACTUS INC CL A 127203107   7,850,583 165,729 SH   SOLE   165,729 0 0
CALIFORNIA RES CORP COM STOCK 13057Q305   13,061,814 188,700 SH   SOLE   188,700 0 0
CARRIER GLOBAL CORPORATION COM 14448C104   3,097,050 55,000 SH   SOLE   55,000 0 0
CATERPILLAR INC COM 149123101   2,904,686 4,100 SH   SOLE   4,100 0 0
CENOVUS ENERGY INC COM 15135U109   39,171,545 1,476,500 SH   SOLE   1,476,500 0 0
CENTRUS ENERGY CORP CL A 15643U104   1,417,883 8,168 SH   SOLE   8,168 0 0
CHENIERE ENERGY INC COM NEW 16411R208   7,318,454 25,791 SH   SOLE   25,791 0 0
CHEVRON CORPORATION COM 166764100   16,014,681 77,403 SH   SOLE   77,403 0 0
CHORD ENERGY CORPORATION COM NEW 674215207   25,505,812 179,391 SH   SOLE   179,391 0 0
CLEAN ENERGY FUELS CORP COM 184499101   5,215,676 2,103,095 SH   SOLE   2,103,095 0 0
COMFORT SYS USA INC COM 199908104   1,241,091 900 SH   SOLE   900 0 0
CORNING INC COM 219350105   9,666,515 71,093 SH   SOLE   71,093 0 0
CUMMINS INC COM 231021106   1,775,466 3,300 SH   SOLE   3,300 0 0
DELEK US HLDGS INC NEW COM 24665A103   14,154,414 314,054 SH   SOLE   314,054 0 0
DEVON ENERGY CORP NEW COM 25179M103   51,967,276 1,032,736 SH   SOLE   1,032,736 0 0
DYCOM INDS INC COM 267475101   5,481,091 16,177 SH   SOLE   16,177 0 0
ENPHASE ENERGY INC COM 29355A107   2,975,647 78,700 SH   SOLE   78,700 0 0
EOG RES INC COM 26875P101   9,339,222 64,600 SH   SOLE   64,600 0 0
EVGO INC CL A COM 30052F100   7,474,313 4,345,531 SH   SOLE   4,345,531 0 0
EXELON CORP COM 30161N101   6,334,806 129,229 SH   SOLE   129,229 0 0
EXPAND ENERGY CORPORATION COM 165167735   45,090,269 410,733 SH   SOLE   410,733 0 0
FERMI INC COM 314911108   3,367,502 576,627 SH   SOLE   576,627 0 0
FLOWCO HLDGS INC COM CL A 342909108   5,066,838 245,963 SH   SOLE   245,963 0 0
FLUOR CORP COM 343412102   5,500,035 117,900 SH   SOLE   117,900 0 0
FORGENT POWER SOLUTIONS INC COM SHS CL A 34631F102   9,444,639 322,673 SH   SOLE   322,673 0 0
FREEPORT MCMORAN INC CL B 35671D857   32,840,033 558,694 SH   SOLE   558,694 0 0
GE VERNOVA INC COM 36828A101   5,346,513 6,125 SH   SOLE   6,125 0 0
GENERAC HLDGS INC COM 368736104   7,949,931 40,700 SH   SOLE   40,700 0 0
GOLAR LNG LTD SHS G9456A100   3,372,785 62,332 SH   SOLE   62,332 0 0
HALLIBURTON CO COM 406216101   37,484,986 961,400 SH   SOLE   961,400 0 0
HESS MIDSTREAM LP CL A SHS 428103105   4,948,151 127,300 SH   SOLE   127,300 0 0
HONEYWELL INTL INC COM 438516106   7,107,287 31,444 SH   SOLE   31,444 0 0
HUDBAY MINERALS INC COM 443628102   13,470,426 644,518 SH   SOLE   644,518 0 0
ITRON INC COM 465741106   461,595 5,150 SH   SOLE   5,150 0 0
JOHNSON CONTROLS INTERNATION SHS G51502105   2,147,580 16,400 SH   SOLE   16,400 0 0
KBR INC COM 48242W106   254,334 6,900 SH   SOLE   6,900 0 0
KINDER MORGAN INC DEL COM 49456B101   24,802,812 739,720 SH   SOLE   739,720 0 0
KINETIK HOLDINGS INC COM NEW CL A 02215L209   30,471,771 629,452 SH   SOLE   629,452 0 0
LENNOX INTL INC COM 526107107   3,016,845 6,500 SH   SOLE   6,500 0 0
LIBERTY ENERGY INC COM CL A 53115L104   30,904,272 1,073,065 SH   SOLE   1,073,065 0 0
MAGNOLIA OIL & GAS CORP CL A 559663109   26,869,038 851,094 SH   SOLE   851,094 0 0
MASTEC INC COM 576323109   11,743,188 36,499 SH   SOLE   36,499 0 0
MODINE MFG CO COM 607828100   6,373,008 29,408 SH   SOLE   29,408 0 0
NET POWER INC COM CL A 64107A105   160,958 103,178 SH   SOLE   103,178 0 0
NEXTPOWER INC CLASS A COM 65290E101   1,603,315 13,300 SH   SOLE   13,300 0 0
NOBLE CORP PLC ORD SHS A G65431127   4,462,917 90,950 SH   SOLE   90,950 0 0
NRG ENERGY INC COM NEW 629377508   14,850,455 101,618 SH   SOLE   101,618 0 0
NVENT ELEC PLC SHS G6700G107   7,930,083 67,045 SH   SOLE   67,045 0 0
ONEOK INC NEW COM 682680103   39,155,863 433,188 SH   SOLE   433,188 0 0
OPAL FUELS INC CLASS A COM 68347P103   942,099 373,849 SH   SOLE   373,849 0 0
OVINTIV INC COM 69047Q102   37,754,444 636,025 SH   SOLE   636,025 0 0
PARKER-HANNIFIN CORP COM 701094104   1,432,384 1,600 SH   SOLE   1,600 0 0
PATTERSON-UTI ENERGY INC COM 703481101   18,593,951 1,716,893 SH   SOLE   1,716,893 0 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105   47,003,948 2,204,688 SH   SOLE   2,204,688 0 0
PHILLIPS 66 COM 718546104   27,163,767 149,104 SH   SOLE   149,104 0 0
PRECISION DRILLING CORP COM NEW 74022D407   1,877,154 19,078 SH   SOLE   19,078 0 0
PRIMORIS SVCS CORP COM 74164F103   5,335,392 37,300 SH   SOLE   37,300 0 0
PROFRAC HLDG CORP CLASS A COM 74319N100   6,846,418 1,104,261 SH   SOLE   1,104,261 0 0
PROPETRO HLDG CORP COM 74347M108   13,014,103 903,130 SH   SOLE   903,130 0 0
RALLIANT CORP COM 750940108   1,478,774 35,556 SH   SOLE   35,556 0 0
RPC INC COM 749660106   11,302,816 1,596,443 SH   SOLE   1,596,443 0 0
SEADRILL LTD COM G7997W102   13,731,855 301,799 SH   SOLE   301,799 0 0
SEMPRA COM 816851109   9,741,778 100,255 SH   SOLE   100,255 0 0
SIGMA LITHIUM CORPORATION COM 826599102   5,108,674 413,993 SH   SOLE   413,993 0 0
SOLARIS ENERGY INFRAS INC COM CL A 83418M103   9,262,780 163,914 SH   SOLE   163,914 0 0
SOLV ENERGY INC COM SHS CL A 78475V103   1,069,068 35,600 SH   SOLE   35,600 0 0
STERLING INFRASTRUCTURE INC COM 859241101   1,221,810 3,000 SH   SOLE   3,000 0 0
SUNCOR ENERGY INC NEW COM 867224107   28,730,084 434,580 SH   SOLE   434,580 0 0
TARGA RES CORP COM 87612G101   15,902,300 63,424 SH   SOLE   63,424 0 0
TC ENERGY CORP COM 87807B107   19,312,100 308,500 SH   SOLE   308,500 0 0
TECK RESOURCES LTD CL B 878742204   8,999,325 173,900 SH   SOLE   173,900 0 0
TETRA TECHNOLOGIES INC DEL COM 88162F105   1,317,678 154,657 SH   SOLE   154,657 0 0
TIDEWATER INC NEW COM 88642R109   560,621 6,710 SH   SOLE   6,710 0 0
UGI CORP NEW COM 902681105   12,836,229 352,450 SH   SOLE   352,450 0 0
UNITED RENTALS INC COM 911363109   1,165,696 1,600 SH   SOLE   1,600 0 0
USA RARE EARTH INC COM 91733P107   1,263,773 83,500 SH   SOLE   83,500 0 0
VENTURE GLOBAL INC COM CL A 92333F101   9,744,250 618,290 SH   SOLE   618,290 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   8,966,254 35,782 SH   SOLE   35,782 0 0
VISTRA CORP COM 92840M102   5,126,253 34,100 SH   SOLE   34,100 0 0
XCEL ENERGY INC COM 98389B100   21,959,996 276,435 SH   SOLE   276,435 0 0