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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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AEMETIS INC COM NEW 00770K202   1,907,477 481,686 SH   SOLE   481,686 0 0
BUNGE LIMITED COM G16962105   6,930,124 69,461 SH   SOLE   69,461 0 0
CALLON PETE CO DEL COM 13123X508   4,512,629 121,667 SH   SOLE   121,667 0 0
CELANESE CORP DEL COM 150870103   10,224,000 100,000 SH   SOLE   100,000 0 0
CHORD ENERGY CORPORATION COM NEW 674215207   4,687,931 34,266 SH   SOLE   34,266 0 0
CIVITAS RESOURCES INC COM NEW 17888H103   7,763,431 134,014 SH   SOLE   134,014 0 0
CLEAN ENERGY FUELS CORP COM 184499101   3,054,953 587,491 SH   SOLE   587,491 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101   3,465,615 215,122 SH   SOLE   215,122 0 0
CORTEVA INC COM 22052L104   881,700 15,000 SH   SOLE   15,000 0 0
DARLING INGREDIENTS INC COM 237266101   2,503,600 40,000 SH   SOLE   40,000 0 0
DOW INC COM 260557103   4,535,100 90,000 SH   SOLE   90,000 0 0
EASTMAN CHEM CO COM 277432100   5,293,600 65,000 SH   SOLE   65,000 0 0
FREEPORT-MCMORAN INC CL B 35671D857   18,430,000 485,000 SH   SOLE   485,000 0 0
HF SINCLAIR CORP COM 403949100   7,384,258 142,306 SH   SOLE   142,306 0 0
HUDBAY MINERALS INC COM 443628102   2,848,148 563,800 SH   SOLE   563,800 0 0
MAGNOLIA OIL & GAS CORP CL A 559663109   18,575,214 792,120 SH   SOLE   792,120 0 0
MARATHON PETE CORP COM 56585A102   23,575,376 202,555 SH   SOLE   202,555 0 0
OLIN CORP COM PAR $1 680665205   5,029,300 95,000 SH   SOLE   95,000 0 0
PAR PAC HOLDINGS INC COM NEW 69888T207   4,756,671 204,588 SH   SOLE   204,588 0 0
PBF ENERGY INC CL A 69318G106   1,223,400 30,000 SH   SOLE   30,000 0 0
PDC ENERGY INC COM 69327R101   18,967,761 298,799 SH   SOLE   298,799 0 0
PLUG POWER INC COM NEW 72919P202   247,400 20,000 SH   SOLE   20,000 0 0
RANGER OIL CORPORATION CLASS A COM 70788V102   9,887,480 244,558 SH   SOLE   244,558 0 0
RICE ACQUISITION CORP II UNIT 99/99/9999 G75529118   1,105,335 105,270 SH   SOLE   105,270 0 0
SCORPIO TANKERS INC SHS Y7542C130   3,134,468 58,294 SH   SOLE   58,294 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506   3,936,150 45,000 SH   SOLE   45,000 0 0
SIGMA LITHIUM CORPORATION COM 826599102   9,423,194 333,919 SH   SOLE   333,919 0 0
TECK RESOURCES LTD CL B 878742204   13,047,900 345,000 SH   SOLE   345,000 0 0
VALE S A SPONSORED ADS 91912E105   5,684,950 335,000 SH   SOLE   335,000 0 0