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 776 3,030 SH   SOLE   3,030 0 0
ALBEMARLE CORP COM COM 012653101 1,038 4,739 SH   SOLE   4,739 0 0
BAKER HUGHES COMPANY CL A COM 05722G100 2,364 95,610 SH   SOLE   95,610 0 0
BLOOM ENERGY CORP COM CL A COM 093712107 199 10,605 SH   SOLE   10,605 0 0
BP AMOCO P L C SPONSORED ADR COM 055622104 866 31,705 SH   SOLE   31,705 0 0
CACTUS INC CL A COM 127203107 898 23,805 SH   SOLE   23,805 0 0
CHAMPIONX CORPORATION COM COM 15872M104 708 31,660 SH   SOLE   31,660 0 0
CHART INDS INC COM COM 16115Q308 1,574 8,235 SH   SOLE   8,235 0 0
CHENIERE ENERGY INC COM NEW COM 16411R208 541 5,540 SH   SOLE   5,540 0 0
CHEVRON TEXACO CORP COM COM 166764100 1,177 11,600 SH   SOLE   11,600 0 0
CIMAREX ENERGY CO COM COM 171798101 209 2,395 SH   SOLE   2,395 0 0
CONOCOPHILLIPS COM COM 20825C104 834 12,307 SH   SOLE   12,307 0 0
DEVON ENERGY CORP NEW COM COM 25179M103 1,609 45,305 SH   SOLE   45,305 0 0
EATON CORP PLC SHS COM G29183103 795 5,325 SH   SOLE   5,325 0 0
ENERGY TRANSFER LP COM UT LTD COM 29273V100 1,495 156,090 SH   SOLE   156,090 0 0
ENPHASE ENERGY INC COM COM 29355A107 574 3,830 SH   SOLE   3,830 0 0
ENTERPRISE PRODS PARTN COM COM 293792107 1,272 58,785 SH   SOLE   58,785 0 0
EOG RES INC COM COM 26875P101 1,372 17,098 SH   SOLE   17,098 0 0
EXXON MOBIL CORP COM COM 30231G102 757 12,865 SH   SOLE   12,865 0 0
FIRST SOLAR INC COM COM 336433107 1,363 14,275 SH   SOLE   14,275 0 0
FIRST TR ISE GLB ETF COM SHS COM 33736G106 716 34,265 SH   SOLE   34,265 0 0
GENERAC HLDGS INC COM COM 368736104 1,240 3,035 SH   SOLE   3,035 0 0
HALLIBURTON CO COM 406216101 1,844 85,290 SH   SOLE   85,290 0 0
HANNON ARMSTRONG SUST COM COM 41068X100 560 10,465 SH   SOLE   10,465 0 0
HELIX ENERGY SOLU GRP COM COM 42330P107 289 74,509 SH   SOLE   74,509 0 0
HELMERICH & PAYNE INC COM COM 423452101 1,093 39,870 SH   SOLE   39,870 0 0
NATIONAL ENERGY SERVIC SHS COM G6375R107 498 39,780 SH   SOLE   39,780 0 0
NATIONAL OILWELL VARCO COM COM 637071101 932 71,096 SH   SOLE   71,096 0 0
NEXTERA ENERGY INC COM COM 65339F101 1,148 14,615 SH   SOLE   14,615 0 0
PHILLIPS 66 COM COM 718546104 665 9,500 SH   SOLE   9,500 0 0
PIONEER NATURAL RESOURCES CO COM 723787107 837 5,025 SH   SOLE   5,025 0 0
PLUG POWER INC COM NEW COM 72919P202 294 11,510 SH   SOLE   11,510 0 0
QUANTA SVCS INC COM COM 74762E102 1,541 13,535 SH   SOLE   13,535 0 0
ROYAL DUTCH SHELL PLC SPONS AD COM 780259206 1,010 22,660 SH   SOLE   22,660 0 0
SCHLUMBERGER LTD COM 806857108 2,169 73,181 SH   SOLE   73,181 0 0
SOLAREDGE TECHNOLOGIES COM COM 83417M104 1,164 4,390 SH   SOLE   4,390 0 0
SUNRUN INC COM COM 86771W105 310 7,045 SH   SOLE   7,045 0 0
TECHNIPFMC PLC COM COM G87110105 596 79,090 SH   SOLE   79,090 0 0
VALERO ENERGY CORP NEW COM COM 91913Y100 1,097 15,545 SH   SOLE   15,545 0 0
VANECK VECTORS ETF TR RARE EAR COM 92189H805 357 3,460 SH   SOLE   3,460 0 0