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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ANTERO MIDSTREAM CORP CMN COM 03676B102   903 86,087 SH   OTR   0 0 86,087
BAKER HUGHES CO CMN COM 05722G100   2,804 97,175 SH   OTR   0 0 97,175
CACTUS, INC. CMN CLASS A COM 127203107   1,338 32,448 SH   OTR   0 0 32,448
CHESAPEAKE ENERGY CORPORATION CMN COM 165167735   1,708 22,466 SH   OTR   0 0 22,466
CONOCOPHILLIPS CMN COM 20825C104   2,010 20,263 SH   OTR   0 0 20,263
DIAMONDBACK ENERGY INC CMN COM 25278X109   1,646 12,179 SH   OTR   0 0 12,179
EQT CORPORATION CMN COM 26884L109   1,894 59,353 SH   OTR   0 0 59,353
EXXON MOBIL CORPORATION CMN COM 30231G102   2,469 22,511 SH   OTR   0 0 22,511
HF SINCLAIR CORP CMN COM 403949100   1,653 34,160 SH   OTR   0 0 34,160
HELMERICH & PAYNE INC. CMN COM 423452101   1,386 38,758 SH   OTR   0 0 38,758
MAGNOLIA OIL & GAS CORP CMN CLASS A COM 559663109   1,210 55,290 SH   OTR   0 0 55,290
MARATHON OIL CORPORATION CMN COM 565849106   1,952 81,449 SH   OTR   0 0 81,449
MASTEC, INC. CMN COM 576323109   2,745 29,069 SH   OTR   0 0 29,069
MURPHY OIL CORPORATION CMN COM 626717102   1,758 47,538 SH   OTR   0 0 47,538
PEMBINA PIPELINE CORPORATION CMN COM 706327103   1,530 47,213 SH   OTR   0 0 47,213
PHILLIPS 66 CMN COM 718546104   2,829 27,906 SH   OTR   0 0 27,906
PIONEER NATURAL RESOURCES CO CMN COM 723787107   2,453 12,012 SH   OTR   0 0 12,012
SCHLUMBERGER LTD CMN COM 806857108   2,312 47,078 SH   OTR   0 0 47,078
SOLAREDGE TECHNOLOGIES, INC. CMN COM 83417M104   1,015 3,340 SH   OTR   0 0 3,340
SUNCOR ENERGY INC. CMN COM 867224107   2,540 81,799 SH   OTR   0 0 81,799
TC ENERGY CORP CMN COM 87807B107   2,816 72,362 SH   OTR   0 0 72,362
TOTALENERGIES SE SPONSORED ADR CMN COM 89151E109   1,446 24,493 SH   OTR   0 0 24,493
WEATHERFORD INTERNATIONAL PUBLIC LIMITED COMPANY CMN COM G48833118   2,177 36,683 SH   OTR   0 0 36,683