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 1,020 4,080 SH   SOLE   4,080 0 0
ALBEMARLE CORP COM COM 012653101 538 2,434 SH   SOLE   2,434 0 0
ANTERO RESOURCES CORP COM COM 03674X106 637 20,870 SH   SOLE   20,870 0 0
BAKER HUGHES COMPANY CL A COM 05722G100 2,167 59,515 SH   SOLE   59,515 0 0
CACTUS INC CL A COM 127203107 756 13,320 SH   SOLE   13,320 0 0
CHAMPIONX CORPORATION COM COM 15872M104 647 26,445 SH   SOLE   26,445 0 0
CHART INDS INC COM COM 16115Q308 1,985 11,555 SH   SOLE   11,555 0 0
CHENIERE ENERGY INC COM NEW COM 16411R208 1,192 8,595 SH   SOLE   8,595 0 0
CHEVRON TEXACO CORP COM COM 166764100 1,790 10,995 SH   SOLE   10,995 0 0
CONOCOPHILLIPS COM COM 20825C104 1,810 18,096 SH   SOLE   18,096 0 0
COTERRA ENERGY INC COM COM 127097103 552 20,452 SH   SOLE   20,452 0 0
DEVON ENERGY CORP NEW COM COM 25179M103 1,857 31,400 SH   SOLE   31,400 0 0
DIAMONDBACK ENERGY INC COM COM 25278X109 421 3,070 SH   SOLE   3,070 0 0
DRIL-QUIP INC COM COM 262037104 509 13,625 SH   SOLE   13,625 0 0
EOG RES INC COM COM 26875P101 1,820 15,268 SH   SOLE   15,268 0 0
EXXON MOBIL CORP COM COM 30231G102 1,165 14,110 SH   SOLE   14,110 0 0
FIRST SOLAR INC COM COM 336433107 796 9,500 SH   SOLE   9,500 0 0
FIRST TR ISE GLB ETF COM SHS COM 33736G106 536 27,115 SH   SOLE   27,115 0 0
GENERAC HLDGS INC COM COM 368736104 658 2,215 SH   SOLE   2,215 0 0
GLOBAL X FDS GLOBAL X URANIUM COM 37954Y871 583 22,305 SH   SOLE   22,305 0 0
HALLIBURTON CO COM 406216101 2,100 55,445 SH   SOLE   55,445 0 0
HELMERICH & PAYNE INC COM COM 423452101 2,093 48,925 SH   SOLE   48,925 0 0
NATIONAL ENERGY SERVIC SHS COM G6375R107 375 44,620 SH   SOLE   44,620 0 0
NEXTERA ENERGY INC COM COM 65339F101 1,041 12,285 SH   SOLE   12,285 0 0
NOV INC COM COM 62955J103 1,758 89,634 SH   SOLE   89,634 0 0
OCEANEERING INTL INC COM COM 675232102 416 27,430 SH   SOLE   27,430 0 0
OIL STS INTL INC COM COM 678026105 348 50,065 SH   SOLE   50,065 0 0
OVINTIV INC COM COM 69047Q102 262 4,840 SH   SOLE   4,840 0 0
PHILLIPS 66 COM COM 718546104 838 9,705 SH   SOLE   9,705 0 0
PIONEER NATURAL RESOURCES CO COM 723787107 1,284 5,135 SH   SOLE   5,135 0 0
QUANTA SVCS INC COM COM 74762E102 1,594 12,110 SH   SOLE   12,110 0 0
SCHLUMBERGER LTD COM 806857108 2,056 49,771 SH   SOLE   49,771 0 0
SHELL PLC SPON ADS COM 780259305 792 14,425 SH   SOLE   14,425 0 0
SOLAREDGE TECHNOLOGIES COM COM 83417M104 954 2,960 SH   SOLE   2,960 0 0
SUNCOR ENERGY INC COM COM 867224107 667 20,475 SH   SOLE   20,475 0 0
TECHNIPFMC PLC COM COM G87110105 626 80,736 SH   SOLE   80,736 0 0
TENARIS S A SPONSORED ADR COM 88031M109 776 25,805 SH   SOLE   25,805 0 0
UNITED STS OIL FD LP UNITS COM 91232N207 654 8,820 SH   SOLE   8,820 0 0
VALERO ENERGY CORP NEW COM COM 91913Y100 1,503 14,805 SH   SOLE   14,805 0 0
VANECK VECTORS ETF TR RARE EAR COM 92189H805 417 3,525 SH   SOLE   3,525 0 0