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 863 3,710 SH   SOLE   3,710 0 0
ALBEMARLE CORP COM COM 012653101 567 2,143 SH   SOLE   2,143 0 0
ANTERO RESOURCES CORP COM COM 03674X106 513 16,805 SH   SOLE   16,805 0 0
BAKER HUGHES COMPANY CL A COM 05722G100 1,052 50,205 SH   SOLE   50,205 0 0
CACTUS INC CL A COM 127203107 421 10,950 SH   SOLE   10,950 0 0
CHAMPIONX CORPORATION COM COM 15872M104 404 20,650 SH   SOLE   20,650 0 0
CHART INDS INC COM COM 16115Q308 1,591 8,630 SH   SOLE   8,630 0 0
CHENIERE ENERGY INC COM NEW COM 16411R208 1,505 9,070 SH   SOLE   9,070 0 0
CHEVRON TEXACO CORP COM COM 166764100 1,301 9,055 SH   SOLE   9,055 0 0
CONOCOPHILLIPS COM COM 20825C104 1,530 14,951 SH   SOLE   14,951 0 0
COTERRA ENERGY INC COM COM 127097103 439 16,790 SH   SOLE   16,790 0 0
DEVON ENERGY CORP NEW COM COM 25179M103 1,571 26,125 SH   SOLE   26,125 0 0
DIAMONDBACK ENERGY INC COM COM 25278X109 304 2,525 SH   SOLE   2,525 0 0
EOG RES INC COM COM 26875P101 1,430 12,801 SH   SOLE   12,801 0 0
EXXON MOBIL CORP COM COM 30231G102 1,077 12,340 SH   SOLE   12,340 0 0
FIRST SOLAR INC COM COM 336433107 1,035 7,825 SH   SOLE   7,825 0 0
FIRST TR ISE GLB ETF COM SHS COM 33736G106 338 22,330 SH   SOLE   22,330 0 0
GENERAC HLDGS INC COM COM 368736104 340 1,910 SH   SOLE   1,910 0 0
HALLIBURTON CO COM 406216101 1,133 46,035 SH   SOLE   46,035 0 0
HELMERICH & PAYNE INC COM COM 423452101 1,291 34,915 SH   SOLE   34,915 0 0
MARATHON PETE CORP COM COM 56585A102 525 5,290 SH   SOLE   5,290 0 0
NEXTERA ENERGY INC COM COM 65339F101 806 10,275 SH   SOLE   10,275 0 0
NOV INC COM COM 62955J103 905 55,957 SH   SOLE   55,957 0 0
OCCIDENTAL PETE CP DEL COM 674599105 212 3,450 SH   SOLE   3,450 0 0
OIL STS INTL INC COM COM 678026105 152 39,155 SH   SOLE   39,155 0 0
PATTERSON UTI ENERGY COM COM 703481101 225 19,255 SH   SOLE   19,255 0 0
PHILLIPS 66 COM COM 718546104 279 3,455 SH   SOLE   3,455 0 0
PIONEER NATURAL RESOURCES CO COM 723787107 655 3,025 SH   SOLE   3,025 0 0
QUANTA SVCS INC COM COM 74762E102 901 7,075 SH   SOLE   7,075 0 0
SCHLUMBERGER LTD COM 806857108 1,718 47,861 SH   SOLE   47,861 0 0
SHELL PLC SPON ADS COM 780259305 607 12,200 SH   SOLE   12,200 0 0
SOLAREDGE TECHNOLOGIES COM COM 83417M104 598 2,585 SH   SOLE   2,585 0 0
SPROTT FDS TR URANIUM MINERS E COM 85208P303 561 8,635 SH   SOLE   8,635 0 0
SUNCOR ENERGY INC COM COM 867224107 369 13,120 SH   SOLE   13,120 0 0
TECHNIPFMC PLC COM COM G87110105 422 49,825 SH   SOLE   49,825 0 0
TENARIS S A SPONSORED ADR COM 88031M109 883 34,155 SH   SOLE   34,155 0 0
TOTALENERGIES SE SPONSORED ADS COM 89151E109 936 20,130 SH   SOLE   20,130 0 0
VALERO ENERGY CORP NEW COM COM 91913Y100 1,327 12,415 SH   SOLE   12,415 0 0
VANECK VECTORS ETF TR RARE EAR COM 92189H805 247 2,962 SH   SOLE   2,962 0 0