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 2,688 9,840 SH   SOLE   9,840 0 0
ALBEMARLE CORP COM 012653101 1,705 11,560 SH   SOLE   11,560 0 0
APACHE CORP COM 037411105 2,204 155,290 SH   SOLE   155,290 0 0
BP PLC SPONSORED ADR 055622104 215 10,487 SH   SOLE   10,487 0 0
BALLARD PWR SYS INC NEW COM 058586108 3,964 169,400 SH   SOLE   169,400 0 0
BHP GROUP LTD SPONSORED ADS 088606108 1,723 26,375 SH   SOLE   26,375 0 0
CNOOC LIMITED SPONSORED ADR 126132109 113 1,230 SH   SOLE   1,230 0 0
CNX RES CORP COM 12653C108 131 12,120 SH   SOLE   12,120 0 0
CATERPILLAR INC COM 149123101 2,576 14,150 SH   SOLE   14,150 0 0
CHENIERE ENERGY INC COM NEW 16411R208 2,504 41,710 SH   SOLE   41,710 0 0
CHENIERE ENERGY PARTNERS LP COM UNIT 16411Q101 15 415 SH   SOLE   415 0 0
CHEVRON CORP NEW COM 166764100 12,482 147,799 SH   SOLE   147,799 0 0
COMSTOCK RES INC COM 205768302 70 16,070 SH   SOLE   16,070 0 0
CONCHO RES INC COM 20605P101 5,949 101,960 SH   SOLE   101,960 0 0
CONOCOPHILLIPS COM 20825C104 4,740 118,535 SH   SOLE   118,535 0 0
CUMMINS INC COM 231021106 2,832 12,470 SH   SOLE   12,470 0 0
DARLING INGREDIENTS INC COM 237266101 1,988 34,470 SH   SOLE   34,470 0 0
DEVON ENERGY CORP NEW COM 25179M103 4,270 270,100 SH   SOLE   270,100 0 0
DIAMONDBACK ENERGY INC COM 25278X109 6,088 125,777 SH   SOLE   125,777 0 0
EOG RES INC COM 26875P101 5,678 113,847 SH   SOLE   113,847 0 0
EQT CORP COM 26884L109 1,996 157,070 SH   SOLE   157,070 0 0
ELDORADO GOLD CORP NEW COM 284902509 84 6,360 SH   SOLE   6,360 0 0
ENBRIDGE INC COM 29250N105 525 16,400 SH   SOLE   16,400 0 0
ENPHASE ENERGY INC COM 29355A107 6,356 36,220 SH   SOLE   36,220 0 0
EXXON MOBIL CORP COM 30231G102 4,265 103,480 SH   SOLE   103,480 0 0
FIRST TR EXCHANGE-TRADED FD GBL WND ENRG ETF 33736G106 4,186 179,660 SH   SOLE   179,660 0 0
FREEPORT-MCMORAN INC CL B 35671D857 2,875 110,510 SH   SOLE   110,510 0 0
HALLIBURTON CO COM 406216101 4,322 228,700 SH   SOLE   228,700 0 0
HESS CORP COM 42809H107 3,887 73,640 SH   SOLE   73,640 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 627 2,000 SH   SOLE   2,000 0 0
INVESCO EXCH TRADED FD TR II SOLAR ETF 46138G706 2,218 21,580 SH   SOLE   21,580 0 0
MARATHON PETE CORP COM 56585A102 3,195 77,240 SH   SOLE   77,240 0 0
NEW FORTRESS ENERGY INC COM CL A 644393100 956 17,830 SH   SOLE   17,830 0 0
NEXTERA ENERGY INC COM 65339F101 3,348 43,400 SH   SOLE   43,400 0 0
OCCIDENTAL PETE CORP COM 674599105 6,688 386,350 SH   SOLE   386,350 0 0
OCCIDENTAL PETE CORP *W EXP 08/03/202 674599162 264 38,700 SH   SOLE   38,700 0 0
PARSLEY ENERGY INC CL A 701877102 6,064 427,035 SH   SOLE   427,035 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 2,791 248,520 SH   SOLE   248,520 0 0
PHILLIPS 66 COM 718546104 3,359 48,020 SH   SOLE   48,020 0 0
PIONEER NAT RES CO COM 723787107 5,587 49,055 SH   SOLE   49,055 0 0
PLUG POWER INC COM NEW 72919P202 6,499 191,660 SH   SOLE   191,660 0 0
PROSHARES TR ULTRAPRO QQQ 74347X831 3,091 17,000 SH   SOLE   17,000 0 0
RENEWABLE ENERGY GROUP INC COM NEW 75972A301 1,692 23,890 SH   SOLE   23,890 0 0
RIO TINTO PLC SPONSORED ADR 767204100 1,978 26,300 SH   SOLE   26,300 0 0
ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 57 1,625 SH   SOLE   1,625 0 0
SPDR GOLD TR GOLD SHS 78463V107 5,156 28,910 SH   SOLE   28,910 0 0
SPDR SER TR S&P OILGAS EXP 78468R556 586 10,020 SH   SOLE   10,020 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506 14,516 383,000 SH   SOLE   383,000 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 3,268 10,240 SH   SOLE   10,240 0 0
SUNCOR ENERGY INC NEW COM 867224107 4,272 254,610 SH   SOLE   254,610 0 0
SUNRUN INC COM 86771W105 1,533 22,090 SH   SOLE   22,090 0 0
TESLA INC COM 88160R101 3,486 4,940 SH   SOLE   4,940 0 0
TOTAL SE SPONSORED ADS 89151E109 1,429 34,102 SH   SOLE   34,102 0 0
VALERO ENERGY CORP CALL 91913Y900 18 200 SH   SOLE   200 0 0
VALERO ENERGY CORP COM 91913Y100 2,869 50,720 SH   SOLE   50,720 0 0
WORKHORSE GROUP INC COM NEW 98138J206 164 8,280 SH   SOLE   8,280 0 0