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
ABCAM PLC ADS 000380204   821,469 36,300 SH   SOLE   36,300 0 0
ACTIVISION BLIZZARD INC COM 00507V109   1,526,169 16,300 SH   SOLE   16,300 0 0
AES CORP COM 00130H105   3,883,372 255,485 SH   OTR 1 0 255,485 0
AES CORP COM 00130H105   266,167 17,511 SH   SOLE   17,511 0 0
ALBEMARLE CORP COM 012653101   3,870,280 22,761 SH   OTR 1 0 22,761 0
ALBEMARLE CORP COM 012653101   265,262 1,560 SH   SOLE   1,560 0 0
ALLIANT ENERGY CORP COM 018802108   5,735,705 118,384 SH   OTR 1 0 118,384 0
ALLIANT ENERGY CORP COM 018802108   393,123 8,114 SH   SOLE   8,114 0 0
AMERICAN ELEC PWR CO INC COM 025537101   3,790,637 50,394 SH   OTR 1 0 50,394 0
AMERICAN ELEC PWR CO INC COM 025537101   259,810 3,454 SH   SOLE   3,454 0 0
AMERICAN NATL BANKSHARES INC COM 027745108   309,097 8,147 SH   SOLE   8,147 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103   2,030,688 16,399 SH   OTR 1 0 16,399 0
AMERICAN WTR WKS CO INC NEW COM 030420103   139,185 1,124 SH   SOLE   1,124 0 0
APA CORPORATION COM 03743Q108   18,950,511 461,083 SH   OTR 1 0 461,083 0
APA CORPORATION COM 03743Q108   961,740 23,400 SH   SOLE   23,400 0 0
ARCH RESOURCES INC CL A 03940R107   3,879,272 22,731 SH   OTR 1 0 22,731 0
ARCH RESOURCES INC CL A 03940R107   265,888 1,558 SH   SOLE   1,558 0 0
ARCO PLATFORM LTD COM CL A G04553106   690,378 50,100 SH   SOLE   50,100 0 0
ARGO GROUP INTL HLDGS LTD COM G0464B107   828,657 27,770 SH   SOLE   27,770 0 0
ARLINGTON ASSET INVST CORP CL A NEW 041356205   581,575 135,882 SH   SOLE   135,882 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100   1,848,937 83,323 SH   OTR 1 0 83,323 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100   126,727 5,711 SH   SOLE   5,711 0 0
AURORA INNOVATION INC CLASS A COM 051774107   122,200 52,000 SH   SOLE   52,000 0 0
AXALTA COATING SYS LTD COM G0750C108   1,941,561 72,177 SH   OTR 1 0 72,177 0
AXALTA COATING SYS LTD COM G0750C108   133,074 4,947 SH   SOLE   4,947 0 0
BLACKROCK CAP INVT CORP COM 092533108   665,377 179,347 SH   SOLE   179,347 0 0
CAMBRIDGE BANCORP COM 132152109   391,430 6,284 SH   SOLE   6,284 0 0
CARRIER GLOBAL CORPORATION COM 14448C104   10,293,420 186,475 SH   OTR 1 0 186,475 0
CARRIER GLOBAL CORPORATION COM 14448C104   705,511 12,781 SH   SOLE   12,781 0 0
CEMEX SAB DE CV SPON ADR NEW 151290889   6,342,856 975,824 SH   OTR 1 0 975,824 0
CEMEX SAB DE CV SPON ADR NEW 151290889   434,740 66,883 SH   SOLE   66,883 0 0
CHASE CORP COM 16150R104   3,269,811 25,700 SH   SOLE   25,700 0 0
CHEMOURS CO COM 163851108   4,126,043 147,096 SH   OTR 1 0 147,096 0
CHEMOURS CO COM 163851108   282,800 10,082 SH   SOLE   10,082 0 0
CHESAPEAKE ENERGY CORP COM 165167735   23,497,675 272,500 SH   OTR 1 0 272,500 0
CHESAPEAKE ENERGY CORP COM 165167735   1,184,542 13,737 SH   SOLE   13,737 0 0
CHORD ENERGY CORPORATION COM NEW 674215207   8,042,238 49,622 SH   OTR 1 0 49,622 0
CHORD ENERGY CORPORATION COM NEW 674215207   407,444 2,514 SH   SOLE   2,514 0 0
CIRCOR INTL INC COM 17273K109   1,436,176 25,761 SH   SOLE   25,761 0 0
CIVITAS RESOURCES INC COM NEW 17888H103   7,040,623 87,061 SH   OTR 1 0 87,061 0
CIVITAS RESOURCES INC COM NEW 17888H103   356,718 4,411 SH   SOLE   4,411 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101   3,471,954 222,134 SH   OTR 1 0 222,134 0
CLEVELAND-CLIFFS INC NEW COM 185899101   237,967 15,225 SH   SOLE   15,225 0 0
COMPUTER TASK GROUP INC COM 205477102   332,523 32,190 SH   SOLE   32,190 0 0
COMSTOCK RES INC COM 205768302   4,756,654 431,247 SH   OTR 1 0 431,247 0
COMSTOCK RES INC COM 205768302   243,984 22,120 SH   SOLE   22,120 0 0
CONOCOPHILLIPS COM 20825C104   28,353,545 236,674 SH   OTR 1 0 236,674 0
CONOCOPHILLIPS COM 20825C104   1,433,886 11,969 SH   SOLE   11,969 0 0
CORNER GROWTH ACQUISITION CO *W EXP 99/99/999 G2425N113   1,200 15,000 SH   SOLE   15,000 0 0
DENBURY INC COM 24790A101   2,068,795 21,108 SH   SOLE   21,108 0 0
DIAMONDBACK ENERGY INC COM 25278X109   33,808,445 218,288 SH   OTR 1 0 218,288 0
DIAMONDBACK ENERGY INC COM 25278X109   1,713,902 11,066 SH   SOLE   11,066 0 0
EARTHSTONE ENERGY INC CL A 27032D304   4,553,454 224,973 SH   SOLE   224,973 0 0
EVERGY INC COM 30034W106   3,822,121 75,387 SH   OTR 1 0 75,387 0
EVERGY INC COM 30034W106   261,967 5,167 SH   SOLE   5,167 0 0
EXELON CORP COM 30161N101   2,472,335 65,423 SH   OTR 1 0 65,423 0
EXELON CORP COM 30161N101   169,450 4,484 SH   SOLE   4,484 0 0
EXPRO GROUP HOLDINGS NV COM N3144W105   2,977,505 128,175 SH   OTR 1 0 128,175 0
EXPRO GROUP HOLDINGS NV COM N3144W105   150,856 6,494 SH   SOLE   6,494 0 0
EXXON MOBIL CORP COM 30231G102   18,102,499 153,959 SH   OTR 1 0 153,959 0
EXXON MOBIL CORP COM 30231G102   918,653 7,813 SH   SOLE   7,813 0 0
FERGUSON PLC NEW SHS G3421J106   12,367,651 75,197 SH   OTR 1 0 75,197 0
FERGUSON PLC NEW SHS G3421J106   847,678 5,154 SH   SOLE   5,154 0 0
FIRSTENERGY CORP COM 337932107   1,198,351 35,060 SH   OTR 1 0 35,060 0
FIRSTENERGY CORP COM 337932107   82,135 2,403 SH   SOLE   2,403 0 0
FLUENCE ENERGY INC COM CL A 34379V103   1,054,597 45,872 SH   OTR 1 0 45,872 0
FLUENCE ENERGY INC COM CL A 34379V103   72,281 3,144 SH   SOLE   3,144 0 0
FORD MTR CO DEL COM 345370860   1,056,259 85,045 SH   OTR 1 0 85,045 0
FORD MTR CO DEL COM 345370860   72,396 5,829 SH   SOLE   5,829 0 0
GENERAL MTRS CO COM 37045V100   1,374,289 41,683 SH   OTR 1 0 41,683 0
GENERAL MTRS CO COM 37045V100   94,195 2,857 SH   SOLE   2,857 0 0
GREAT AJAX CORP COM 38983D300   1,214,945 188,656 SH   SOLE   188,656 0 0
GREENHILL & CO INC COM 395259104   1,667,960 112,700 SH   SOLE   112,700 0 0
HALLIBURTON CO COM 406216101   6,714,819 165,798 SH   OTR 1 0 165,798 0
HALLIBURTON CO COM 406216101   340,646 8,411 SH   SOLE   8,411 0 0
HAWAIIAN ELEC INDUSTRIES COM 419870100   1,822,988 148,090 SH   OTR 1 0 148,090 0
HAWAIIAN ELEC INDUSTRIES COM 419870100   124,947 10,150 SH   SOLE   10,150 0 0
HELMERICH & PAYNE INC COM 423452101   5,335,559 126,555 SH   OTR 1 0 126,555 0
HELMERICH & PAYNE INC COM 423452101   270,330 6,412 SH   SOLE   6,412 0 0
HERITAGE CRYSTAL CLEAN INC COM 42726M106   2,182,242 48,120 SH   SOLE   48,120 0 0
HERSHA HOSPITALITY TR PR SHS BEN INT 427825500   1,037,272 105,200 SH   SOLE   105,200 0 0
HESS CORP COM 42809H107   28,527,462 186,454 SH   OTR 1 0 186,454 0
HESS CORP COM 42809H107   1,449,675 9,475 SH   SOLE   9,475 0 0
HORIZON THERAPEUTICS PUB L SHS G46188101   1,527,108 13,200 SH   SOLE   13,200 0 0
INTERCEPT PHARMACEUTICALS IN COM 45845P108   548,784 29,600 SH   SOLE   29,600 0 0
KAYNE ANDERSON NEXTGEN ENRGY COM 48661E108   703,613 98,822 SH   SOLE   98,822 0 0
LAKELAND BANCORP INC COM 511637100   1,220,834 96,738 SH   SOLE   96,738 0 0
LSB INDS INC COM 502160104   448,954 43,886 SH   OTR 1 0 43,886 0
LSB INDS INC COM 502160104   30,772 3,008 SH   SOLE   3,008 0 0
LUTHER BURBANK CORP COM 550550107   92,560 11,019 SH   SOLE   11,019 0 0
MARATHON OIL CORP COM 565849106   13,237,238 494,850 SH   OTR 1 0 494,850 0
MARATHON OIL CORP COM 565849106   670,676 25,072 SH   SOLE   25,072 0 0
MARTIN MARIETTA MATLS INC COM 573284106   5,216,380 12,708 SH   OTR 1 0 12,708 0
MARTIN MARIETTA MATLS INC COM 573284106   357,528 871 SH   SOLE   871 0 0
MATADOR RES CO COM 576485205   28,065,043 471,840 SH   OTR 1 0 471,840 0
MATADOR RES CO COM 576485205   1,421,929 23,906 SH   SOLE   23,906 0 0
MOSAIC CO NEW COM 61945C103   1,856,896 52,160 SH   OTR 1 0 52,160 0
MOSAIC CO NEW COM 61945C103   127,270 3,575 SH   SOLE   3,575 0 0
NATIONAL INSTRS CORP COM 636518102   709,478 11,900 SH   SOLE   11,900 0 0
NEOGAMES S A SHS L6673X107   760,806 28,178 SH   SOLE   28,178 0 0
NOBLE CORP PLC ORD SHS A G65431127   24,361,738 480,982 SH   OTR 1 0 480,982 0
NOBLE CORP PLC ORD SHS A G65431127   1,228,060 24,246 SH   SOLE   24,246 0 0
OCEANEERING INTL INC COM 675232102   15,721,762 611,266 SH   OTR 1 0 611,266 0
OCEANEERING INTL INC COM 675232102   774,378 30,108 SH   SOLE   30,108 0 0
PEABODY ENERGY CORP COM 704551100   3,271,699 125,883 SH   OTR 1 0 125,883 0
PEABODY ENERGY CORP COM 704551100   224,242 8,628 SH   SOLE   8,628 0 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105   44,676,356 3,200,312 SH   OTR 1 0 3,200,312 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105   2,295,708 164,449 SH   SOLE   164,449 0 0
PFSWEB INC COM NEW 717098206   264,276 35,521 SH   SOLE   35,521 0 0
PG&E CORP COM 69331C108   2,521,845 156,345 SH   OTR 1 0 156,345 0
PG&E CORP COM 69331C108   172,849 10,716 SH   SOLE   10,716 0 0
PIONEER NAT RES CO COM 723787107   29,023,613 126,437 SH   OTR 1 0 126,437 0
PIONEER NAT RES CO COM 723787107   1,470,497 6,406 SH   SOLE   6,406 0 0
PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207   5,330,836 330,697 SH   OTR 1 0 330,697 0
PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207   236,787 14,689 SH   SOLE   14,689 0 0
PNM RES INC COM 69349H107   1,728,058 38,737 SH   OTR 1 0 38,737 0
PNM RES INC COM 69349H107   118,440 2,655 SH   SOLE   2,655 0 0
PORTLAND GEN ELEC CO COM NEW 736508847   3,208,728 79,267 SH   OTR 1 0 79,267 0
PORTLAND GEN ELEC CO COM NEW 736508847   219,928 5,433 SH   SOLE   5,433 0 0
PPL CORP COM 69351T106   4,001,124 169,827 SH   OTR 1 0 169,827 0
PPL CORP COM 69351T106   274,238 11,640 SH   SOLE   11,640 0 0
PROFRAC HLDG CORP CLASS A COM 74319N100   5,712,207 525,019 SH   OTR 1 0 525,019 0
PROFRAC HLDG CORP CLASS A COM 74319N100   291,987 26,837 SH   SOLE   26,837 0 0
PROPETRO HLDG CORP COM 74347M108   5,666,747 533,090 SH   OTR 1 0 533,090 0
PROPETRO HLDG CORP COM 74347M108   286,967 26,996 SH   SOLE   26,996 0 0
RANGE RES CORP COM 75281A109   23,827,573 735,192 SH   OTR 1 0 735,192 0
RANGE RES CORP COM 75281A109   1,207,240 37,249 SH   SOLE   37,249 0 0
RAYONIER INC COM 754907103   1,274,809 44,793 SH   OTR 1 0 44,793 0
RAYONIER INC COM 754907103   87,372 3,070 SH   SOLE   3,070 0 0
RYERSON HLDG CORP COM 783754104   1,610,684 55,369 SH   OTR 1 0 55,369 0
RYERSON HLDG CORP COM 783754104   110,397 3,795 SH   SOLE   3,795 0 0
SCULPTOR CAP MGMT COM CL A 811246107   277,240 23,900 SH   SOLE   23,900 0 0
SEADRILL 2021 LTD COM G7997W102   4,779,899 106,718 SH   OTR 1 0 106,718 0
SEADRILL 2021 LTD COM G7997W102   242,135 5,406 SH   SOLE   5,406 0 0
SEAGEN INC COM 81181C104   403,085 1,900 SH   SOLE   1,900 0 0
SEMPRA COM 816851109   4,539,914 66,734 SH   OTR 1 0 66,734 0
SEMPRA COM 816851109   311,169 4,574 SH   SOLE   4,574 0 0
SEQUANS COMMUNICATIONS S A SPONSORED ADS 817323207   222,512 78,626 SH   SOLE   78,626 0 0
SHERWIN WILLIAMS CO COM 824348106   9,998,980 39,204 SH   OTR 1 0 39,204 0
SHERWIN WILLIAMS CO COM 824348106   685,319 2,687 SH   SOLE   2,687 0 0
SOLID POWER INC CLASS A COM 83422N105   700,722 346,892 SH   OTR 1 0 346,892 0
SOLID POWER INC CLASS A COM 83422N105   48,028 23,776 SH   SOLE   23,776 0 0
SOUTHWEST GAS HLDGS INC COM 844895102   4,545,248 75,240 SH   OTR 1 0 75,240 0
SOUTHWEST GAS HLDGS INC COM 844895102   311,534 5,157 SH   SOLE   5,157 0 0
SOUTHWESTERN ENERGY CO COM 845467109   15,849,675 2,457,314 SH   OTR 1 0 2,457,314 0
SOUTHWESTERN ENERGY CO COM 845467109   779,424 120,841 SH   SOLE   120,841 0 0
SPLUNK INC COM 848637104   1,667,250 11,400 SH   SOLE   11,400 0 0
SUMMIT MATLS INC CL A 86614U100   3,567,430 114,561 SH   OTR 1 0 114,561 0
SUMMIT MATLS INC CL A 86614U100   244,511 7,852 SH   SOLE   7,852 0 0
SUNNOVA ENERGY INTL INC. COM 86745K104   771,116 73,650 SH   OTR 1 0 73,650 0
SUNNOVA ENERGY INTL INC. COM 86745K104   52,853 5,048 SH   SOLE   5,048 0 0
SUNRUN INC COM 86771W105   389,423 31,005 SH   OTR 1 0 31,005 0
SUNRUN INC COM 86771W105   26,690 2,125 SH   SOLE   2,125 0 0
TABULA RASA HEALTHCARE INC COM 873379101   1,333,702 129,360 SH   SOLE   129,360 0 0
TECHNIPFMC PLC COM G87110105   9,033,930 444,146 SH   OTR 1 0 444,146 0
TECHNIPFMC PLC COM G87110105   458,728 22,553 SH   SOLE   22,553 0 0
TECK RESOURCES LTD CL B 878742204   8,462,747 196,397 SH   OTR 1 0 196,397 0
TECK RESOURCES LTD CL B 878742204   580,034 13,461 SH   SOLE   13,461 0 0
TENARIS S A SPONSORED ADS 88031M109   2,051,030 64,906 SH   OTR 1 0 64,906 0
TENARIS S A SPONSORED ADS 88031M109   103,300 3,269 SH   SOLE   3,269 0 0
THORNE HEALTHTECH INC COM 885260109   218,168 21,410 SH   SOLE   21,410 0 0
TOTALENERGIES SE SPONSORED ADS 89151E109   6,581,064 100,077 SH   OTR 1 0 100,077 0
TOTALENERGIES SE SPONSORED ADS 89151E109   333,732 5,075 SH   SOLE   5,075 0 0
TRANSOCEAN LTD REG SHS H8817H100   14,924,376 1,817,829 SH   OTR 1 0 1,817,829 0
TRANSOCEAN LTD REG SHS H8817H100   759,006 92,449 SH   SOLE   92,449 0 0
UNION PAC CORP COM 907818108   5,516,948 27,093 SH   OTR 1 0 27,093 0
UNION PAC CORP COM 907818108   378,141 1,857 SH   SOLE   1,857 0 0
VALERO ENERGY CORP COM 91913Y100   21,022,537 148,349 SH   OTR 1 0 148,349 0
VALERO ENERGY CORP COM 91913Y100   1,067,643 7,534 SH   SOLE   7,534 0 0
VISTRA CORP COM 92840M102   1,006,880 30,346 SH   OTR 1 0 30,346 0
VISTRA CORP COM 92840M102   69,014 2,080 SH   SOLE   2,080 0 0
VMWARE INC CL A COM 928563402   1,498,320 9,000 SH   SOLE   9,000 0 0
WEATHERFORD INTL PLC ORD SHS G48833118   37,901,474 419,589 SH   OTR 1 0 419,589 0
WEATHERFORD INTL PLC ORD SHS G48833118   1,913,731 21,186 SH   SOLE   21,186 0 0
WEC ENERGY GROUP INC COM 92939U106   5,775,113 71,696 SH   OTR 1 0 71,696 0
WEC ENERGY GROUP INC COM 92939U106   395,823 4,914 SH   SOLE   4,914 0 0