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

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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
AIR PRODS & CHEMS INC COM 009158106 2,337 7,845 SH   SOLE   7,845 0 0
BP PLC SPONSORED ADR 055622104 183 10,487 SH   SOLE   10,487 0 0
BHP GROUP LTD SPONSORED ADS 088606108 4,936 95,455 SH   SOLE   95,455 0 0
CNOOC LIMITED SPONSORED ADR 126132109 118 1,230 SH   SOLE   1,230 0 0
CNX RES CORP COM 12653C108 58 6,130 SH   SOLE   6,130 0 0
CABOT OIL & GAS CORP COM 127097103 2,496 143,780 SH   SOLE   143,780 0 0
CATERPILLAR INC DEL COM 149123101 3,818 25,600 SH   SOLE   25,600 0 0
CHENIERE ENERGY INC COM NEW 16411R208 3,685 79,650 SH   SOLE   79,650 0 0
CHENIERE ENERGY PARTNERS LP COM UNIT 16411Q101 14 415 SH   SOLE   415 0 0
CHEVRON CORP NEW COM 166764100 5,494 76,305 SH   SOLE   76,305 0 0
COMSTOCK RES INC COM 205768302 70 16,070 SH   SOLE   16,070 0 0
CONCHO RES INC COM 20605P101 4,456 101,000 SH   SOLE   101,000 0 0
CONOCOPHILLIPS COM 20825C104 3,387 103,135 SH   SOLE   103,135 0 0
DIAMONDBACK ENERGY INC COM 25278X109 3,757 124,737 SH   SOLE   124,737 1 0
EOG RES INC COM 26875P101 4,092 113,847 SH   SOLE   113,847 0 0
EQT CORP COM 26884L109 2,031 157,070 SH   SOLE   157,070 0 0
ELDORADO GOLD CORP NEW COM 284902509 67 6,360 SH   SOLE   6,360 2 0
ENBRIDGE INC COM 29250N105 479 16,400 SH   SOLE   16,400 0 0
ENPHASE ENERGY INC COM 29355A107 1,453 17,590 SH   SOLE   17,590 0 0
FIRST TR EXCHANGE-TRADED FD GBL WND ENRG ETF 33736G106 1,115 63,590 SH   SOLE   63,590 0 0
FREEPORT-MCMORAN INC CL B 35671D857 4,134 264,320 SH   SOLE   264,320 0 0
HESS CORP COM 42809H107 4,143 101,220 SH   SOLE   101,220 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 556 2,000 SH   SOLE   2,000 0 0
INVESCO EXCH TRADED FD TR II SOLAR ETF 46138G706 4,671 72,100 SH   SOLE   72,100 0 0
NEW FORTRESS ENERGY INC COM CL A 644393100 6,379 144,941 SH   SOLE   144,941 0 0
NEXTERA ENERGY INC COM 65339F101 1,807 6,510 SH   SOLE   6,510 0 0
NOBLE ENERGY INC COM 655044105 3 375 SH   SOLE   375 0 0
PARSLEY ENERGY INC CL A 701877102 3,997 427,035 SH   SOLE   427,035 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 1,769 248,520 SH   SOLE   248,520 0 0
PHILLIPS 66 COM 718546104 1,672 32,260 SH   SOLE   32,260 0 0
PIONEER NAT RES CO COM 723787107 4,218 49,055 SH   SOLE   49,055 0 0
PLUG POWER INC COM NEW 72919P202 800 59,660 SH   SOLE   59,660 0 0
PROSHARES TR ULTRAPRO QQQ 74347X831 2,094 16,000 SH   SOLE   16,000 0 0
RIO TINTO PLC SPONSORED ADR 767204100 2,860 47,360 SH   SOLE   47,360 0 0
ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 41 1,625 SH   SOLE   1,625 0 0
SPDR GOLD TR GOLD SHS 78463V107 5,121 28,910 SH   SOLE   28,910 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 1,483 6,220 SH   SOLE   6,220 0 0
SUNCOR ENERGY INC NEW COM 867224107 3,110 254,275 SH   SOLE   254,275 0 0
TESLA INC COM 88160R101 6,371 14,850 SH   SOLE   14,850 0 0
TOTAL SE SPONSORED ADS 89151E109 1,170 34,102 SH   SOLE   34,102 0 0
WORKHORSE GROUP INC COM NEW 98138J206 144 5,700 SH   SOLE   5,700 0 0