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
AES CORP COM 00130H105 3,402 140,000 SH   SOLE   140,000 0 0
AMERESCO INC CL A 02361E108 4,153 51,000 SH   SOLE   51,000 0 0
ANTERO RESOURCES CORP COM 03674X106 11,410 652,000 SH   SOLE   652,000 0 0
APA CORPORATION COM 03743Q108 5,916 220,000 SH   SOLE   220,000 0 0
ARCLIGHT CLEAN TRANSITION II CLASS A ORD SHS G0R21B104 14,458 1,448,693 SH   SOLE   1,448,693 0 0
BLUESCAPE OPPORTUNITIES ACQU SHS G1195N105 2,061 210,526 SH   SOLE   210,526 0 0
CALIFORNIA RES CORP COM STOCK 13057Q305 11,532 270,000 SH   SOLE   270,000 0 0
CHENIERE ENERGY INC COM NEW 16411R208 26,166 258,000 SH   SOLE   258,000 0 0
CHESAPEAKE ENERGY CORP COM 165167735 3,807 59,000 SH   SOLE   59,000 0 0
CORE & MAIN INC CL A 21874C102 3,186 105,000 SH   SOLE   105,000 0 0
DENBURY INC COM 24790A101 18,075 236,000 SH   SOLE   236,000 0 0
DEVON ENERGY CORP NEW COM 25179M103 8,810 200,000 SH   SOLE   200,000 0 0
DIAMONDBACK ENERGY INC COM 25278X109 5,393 50,000 SH   SOLE   50,000 0 0
DT MIDSTREAM INC COMMON STOCK 23345M107 9,439 196,721 SH   SOLE   196,721 0 0
EAST RES ACQUISITION CO COM CL A 274681105 2,431 246,333 SH   SOLE   246,333 0 0
EAST RES ACQUISITION CO *W EXP 07/01/202 274681113 67 125,000 SH   SOLE   125,000 0 0
EXELON CORP COM 30161N101 7,509 130,000 SH   SOLE   130,000 0 0
GREEN PLAINS INC COM 393222104 3,754 108,000 SH   SOLE   108,000 0 0
GULFPORT ENERGY CORP COMMON SHARES 402635502 504 7,000 SH   SOLE   7,000 0 0
HESS MIDSTREAM LP CL A SHS 428103105 14,229 515,000 SH   SOLE   515,000 0 0
MARATHON OIL CORP COM 565849106 7,290 444,000 SH   SOLE   444,000 0 0
MATADOR RES CO COM 576485205 3,914 106,000 SH   SOLE   106,000 0 0
MURPHY OIL CORP COM 626717102 14,387 551,000 SH   SOLE   551,000 0 0
MYR GROUP INC DEL COM 55405W104 12,603 114,000 SH   SOLE   114,000 0 0
NORTHERN OIL AND GAS INC MN COM 665531307 3,396 165,000 SH   SOLE   165,000 0 0
NORTHWEST PIPE CO COM 667746101 557 17,500 SH   SOLE   17,500 0 0
OASIS PETROLEUM INC COM NEW 674215207 26,962 214,000 SH   SOLE   214,000 0 0
ONEOK INC NEW COM 682680103 2,938 50,000 SH   SOLE   50,000 0 0
OTR ACQUISITION CORP COM CL A 67113Q105 1,520 150,000 SH   SOLE   150,000 0 0
OTR ACQUISITION CORP *W EXP 11/30/202 67113Q113 37 75,000 SH   SOLE   75,000 0 0
PDC ENERGY INC COM 69327R101 9,341 191,500 SH   SOLE   191,500 0 0
PG&E CORP COM 69331C108 7,490 617,000 SH   SOLE   617,000 0 0
RANGER OIL CORPORATION CLASS A COM 70788V102 2,880 107,000 SH   SOLE   107,000 0 0
RILEY EXPLORATION PERMIAN IN COM 76665T102 580 30,000 SH   SOLE   30,000 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103 2,385 23,000 SH   SOLE   23,000 0 0
RMG ACQUISITION CORP III UNIT 02/08/2026 G76088114 995 100,000 SH   SOLE   100,000 0 0
ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 4,340 100,000 SH   SOLE   100,000 0 0
SM ENERGY CO COM 78454L100 30,005 1,017,800 SH   SOLE   1,017,800 0 0
TARGA RES CORP COM 87612G101 20,896 400,000 SH   SOLE   400,000 0 0
VERTEX ENERGY INC COM 92534K107 11,347 2,504,902 SH   SOLE   2,504,902 0 0
WHITING PETE CORP NEW COM NEW 966387508 323 5,000 SH   SOLE   5,000 0 0