The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ALBEMARLE CORP | COM | 012653101 | 1,044 | 14,300 | SH | SOLE | 14,300 | 0 | 0 | ||
| ALGONQUIN PWR UTILS CORP | COM | 015857105 | 226 | 16,000 | SH | SOLE | 16,000 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 2,813 | 2,100 | SH | SOLE | 2,100 | 0 | 0 | ||
| AT&T INC | COM | 00206R102 | 7,645 | 195,637 | SH | SOLE | 195,637 | 0 | 0 | ||
| AZURE PWR GLOBAL LTD | SHS | V0393H103 | 203 | 16,103 | SH | SOLE | 16,103 | 0 | 0 | ||
| BANK AMER CORP | COM | 060505104 | 1,761 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| BLOOM ENERGY CORP | COM CL A | 093712107 | 235 | 31,449 | SH | SOLE | 31,449 | 0 | 0 | ||
| BROADCOM INC | COM | 11135F101 | 1,106 | 3,500 | SH | SOLE | 3,500 | 0 | 0 | ||
| CANADIAN NAT RES LTD | COM | 136385101 | 2,582 | 79,800 | SH | SOLE | 79,800 | 0 | 0 | ||
| CENOVUS ENERGY INC | COM | 15135U109 | 2,076 | 204,540 | SH | SOLE | 204,540 | 0 | 0 | ||
| CENTURYLINK INC | COM | 156700106 | 8,058 | 610,000 | SH | SOLE | 610,000 | 0 | 0 | ||
| CHEMOURS CO | COM | 163851108 | 362 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| CHINA MOBILE LIMITED | SPONSORED ADR | 16941M109 | 1,479 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| CITIGROUP INC | COM NEW | 172967424 | 2,397 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| CLEARWAY ENERGY INC | CL C | 18539C204 | 1,845 | 92,502 | SH | SOLE | 92,502 | 0 | 0 | ||
| CVS HEALTH CORP | COM | 126650100 | 706 | 9,500 | SH | SOLE | 9,500 | 0 | 0 | ||
| EQUINOR ASA | SPONSORED ADR | 29446M102 | 504 | 25,306 | SH | SOLE | 25,306 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 205 | 1,000 | SH | SOLE | 1,000 | 0 | 0 | ||
| FIRST SOLAR INC | COM | 336433107 | 2,446 | 43,718 | SH | SOLE | 43,718 | 0 | 0 | ||
| FUELCELL ENERGY INC | COM | 35952H601 | 251 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| HALLIBURTON CO | COM | 406216101 | 612 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| INFOSYS LTD | SPONSORED ADR | 456788108 | 155 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| INTEL CORP | COM | 458140100 | 3,298 | 55,100 | SH | SOLE | 55,100 | 0 | 0 | ||
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 | 402 | 3,000 | SH | SOLE | 3,000 | 0 | 0 | ||
| MARATHON PETE CORP | COM | 56585A102 | 1,567 | 26,000 | SH | SOLE | 26,000 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 32,343 | 601,400 | SH | SOLE | 601,400 | 0 | 0 | ||
| MYLAN N V | SHS EURO | N59465109 | 2,673 | 132,999 | SH | SOLE | 132,999 | 0 | 0 | ||
| NABORS INDUSTRIES LTD | SHS | G6359F103 | 2,240 | 777,721 | SH | SOLE | 777,721 | 0 | 0 | ||
| NOKIA CORP | SPONSORED ADR | 654902204 | 148 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| NUTRIEN LTD | COM | 67077M108 | 479 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| NVIDIA CORP | COM | 67066G104 | 2,588 | 11,000 | SH | SOLE | 11,000 | 0 | 0 | ||
| OCCIDENTAL PETE CORP | COM | 674599105 | 412 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| PBF ENERGY INC | CL A | 69318G106 | 916 | 29,200 | SH | SOLE | 29,200 | 0 | 0 | ||
| PRECISION DRILLING CORP | COM 2010 | 74022D308 | 1,063 | 759,355 | SH | SOLE | 759,355 | 0 | 0 | ||
| QUALCOMM INC | COM | 747525103 | 882 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| TRONOX HOLDINGS PLC | SHS | G9087Q102 | 3,930 | 344,103 | SH | SOLE | 344,103 | 0 | 0 | ||
| VENATOR MATLS PLC | SHS | G9329Z100 | 153 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | 5,501 | 89,600 | SH | SOLE | 89,600 | 0 | 0 | ||
| VIACOMCBS INC | CL B | 92556H206 | 1,196 | 28,506 | SH | SOLE | 28,506 | 0 | 0 | ||