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
AIR PRODS & CHEMS INC COM 009158106 2,060 7,538 SH   SOLE   7,538 0 0
ALBEMARLE CORP COM COM 012653101 1,681 11,395 SH   SOLE   11,395 0 0
BAKER HUGHES COMPANY CL A COM 05722G100 1,657 79,465 SH   SOLE   79,465 0 0
BLOOM ENERGY CORP COM CL A COM 093712107 645 22,505 SH   SOLE   22,505 0 0
CABOT OIL & GAS CORP COM COM 127097103 198 12,175 SH   SOLE   12,175 0 0
CHART INDS INC COM COM 16115Q308 945 8,020 SH   SOLE   8,020 0 0
CHENIERE ENERGY INC COM NEW COM 16411R208 401 6,675 SH   SOLE   6,675 0 0
CHEVRON TEXACO CORP COM COM 166764100 761 9,010 SH   SOLE   9,010 0 0
CONCHO RES INC COM COM 20605P101 339 5,805 SH   SOLE   5,805 0 0
CONOCOPHILLIPS COM COM 20825C104 483 12,090 SH   SOLE   12,090 0 0
EATON CORP PLC SHS COM G29183103 1,388 11,555 SH   SOLE   11,555 0 0
ENERGY TRANSFER LP COM UT LTD COM 29273V100 834 135,000 SH   SOLE   135,000 0 0
ENPHASE ENERGY INC COM COM 29355A107 2,672 15,230 SH   SOLE   15,230 0 0
ENTERPRISE PRODS PARTN COM COM 293792107 999 51,000 SH   SOLE   51,000 0 0
EOG RES INC COM COM 26875P101 573 11,488 SH   SOLE   11,488 0 0
FIRST SOLAR INC COM COM 336433107 2,366 23,915 SH   SOLE   23,915 0 0
FIRST TR ISE GLB ETF COM SHS COM 33736G106 1,188 50,975 SH   SOLE   50,975 0 0
HALLIBURTON CO COM 406216101 706 37,345 SH   SOLE   37,345 0 0
HANNON ARMSTRONG SUST COM COM 41068X100 1,982 31,250 SH   SOLE   31,250 0 0
HELIX ENERGY SOLU GRP COM COM 42330P107 499 118,749 SH   SOLE   118,749 0 0
HELMERICH & PAYNE INC COM COM 423452101 290 12,525 SH   SOLE   12,525 0 0
HONEYWELL INTL INC COM COM 438516106 538 2,530 SH   SOLE   2,530 0 0
NATIONAL OILWELL VARCO COM COM 637071101 976 71,096 SH   SOLE   71,096 0 0
NEXTERA ENERGY INC COM COM 65339F101 1,353 17,535 SH   SOLE   17,535 0 0
PHILLIPS 66 COM COM 718546104 664 9,500 SH   SOLE   9,500 0 0
PIONEER NATURAL RESOURCES CO COM 723787107 405 3,555 SH   SOLE   3,555 0 0
PLUG POWER INC COM NEW COM 72919P202 1,132 33,380 SH   SOLE   33,380 0 0
QUANTA SVCS INC COM COM 74762E102 2,144 29,775 SH   SOLE   29,775 0 0
ROCKWELL INTL COM 773903109 561 2,235 SH   SOLE   2,235 0 0
SCHLUMBERGER LTD COM 806857108 1,381 63,246 SH   SOLE   63,246 0 0
SOLAREDGE TECHNOLOGIES COM COM 83417M104 2,411 7,555 SH   SOLE   7,555 0 0
SUNPOWER CORP COM CL A COM 867652406 216 8,410 SH   SOLE   8,410 0 0
SUNRUN INC COM COM 86771W105 1,278 18,415 SH   SOLE   18,415 0 0
TECHNIPFMC PLC COM COM G87110105 583 62,010 SH   SOLE   62,010 0 0
VALERO ENERGY CORP NEW COM COM 91913Y100 950 16,785 SH   SOLE   16,785 0 0