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
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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
ARCHROCK INC COM 03957W106   2,243,808 178,080 SH   SOLE   178,080 0 0
BAYTEX ENERGY CORP COM 07317Q105   1,102,500 250,000 SH   SOLE   250,000 0 0
BP PLC SPONSORED ADR 055622104   2,136,453 55,177 SH   SOLE   55,177 0 0
CALLON PETE CO DEL COM 13123X508   35,208,000 900,000 SH   SOLE   900,000 0 0
CANADIAN NAT RES LTD COM 136385101   10,347,200 160,000 SH   SOLE   160,000 0 0
CENOVUS ENERGY INC COM 15135U109   11,101,016 533,190 SH   SOLE   533,190 0 0
CHENIERE ENERGY INC COM NEW 16411R208   67,041,534 403,962 SH   SOLE   403,962 0 0
CHORD ENERGY CORPORATION COM NEW 674215207   14,027,483 86,552 SH   SOLE   86,552 0 0
CIVITAS RESOURCES INC COM NEW 17888H103   24,514,042 303,129 SH   SOLE   303,129 0 0
CLEAN ENERGY FUELS CORP COM 184499101   4,632,741 1,209,593 SH   SOLE   1,209,593 0 0
CNX RES CORP COM 12653C108   26,701,685 1,182,537 SH   SOLE   1,182,537 0 0
CONSOLIDATED EDISON INC COM 209115104   19,436,692 227,250 SH   SOLE   227,250 0 0
CONSTELLATION ENERGY CORP COM 21037T109   43,632,000 400,000 SH   SOLE   400,000 0 0
COTERRA ENERGY INC COM 127097103   1,401,839 51,824 SH   SOLE   51,824 0 0
CRESCENT ENERGY COMPANY CL A COM 44952J104   26,504,146 2,096,847 SH   SOLE   2,096,847 0 0
CVR ENERGY INC COM 12662P108   2,527,068 74,260 SH   SOLE   74,260 0 0
DIAMONDBACK ENERGY INC COM 25278X109   69,696,000 450,000 SH   SOLE   450,000 0 0
DT MIDSTREAM INC COMMON STOCK 23345M107   896,094 16,933 SH   SOLE   16,933 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204   2,782,132 31,522 SH   SOLE   31,522 0 0
EARTHSTONE ENERGY INC CL A 27032D304   6,338,257 313,155 SH   SOLE   313,155 0 0
ENERPLUS CORP COM 292766102   75,057,609 4,257,380 SH   SOLE   4,257,380 0 0
ENLINK MIDSTREAM LLC COM UNIT REP LTD 29336T100   21,640,960 1,770,946 SH   SOLE   1,770,946 0 0
ENTERGY CORP NEW COM 29364G103   13,706,095 148,174 SH   SOLE   148,174 0 0
EQUITRANS MIDSTREAM CORP COM 294600101   47,940,874 5,116,422 SH   SOLE   5,116,422 0 0
EXXON MOBIL CORP COM 30231G102   26,455,500 225,000 SH   SOLE   225,000 0 0
FLAME ACQUISITION CORP COM CL A 33850F108   7,073,126 676,220 SH   SOLE   676,220 0 0
GOLAR LNG LTD SHS G9456A100   1,845,725 76,081 SH   SOLE   76,081 0 0
GRANITE RIDGE RESOURCES INC COM 387432107   1,037,000 170,000 SH   SOLE   170,000 0 0
GULFPORT ENERGY CORP COMMON SHARES 402635502   40,088,806 337,846 SH   SOLE   337,846 0 0
HALLIBURTON CO COM 406216101   405,000 10,000 SH   SOLE   10,000 0 0
HELMERICH & PAYNE INC COM 423452101   421,600 10,000 SH   SOLE   10,000 0 0
HESS CORP COM 42809H107   346,086 2,262 SH   SOLE   2,262 0 0
HESS MIDSTREAM LP CL A SHS 428103105   20,036,401 687,827 SH   SOLE   687,827 0 0
HF SINCLAIR CORP COM 403949100   28,465,000 500,000 SH   SOLE   500,000 0 0
HIGHPEAK ENERGY INC COM 43114Q105   12,660,000 750,000 SH   SOLE   750,000 0 0
KNIFE RIVER CORP COMMON STOCK 498894104   1,074,260 22,000 SH   SOLE   22,000 0 0
KODIAK GAS SVCS INC COM 50012A108   16,281,600 910,604 SH   SOLE   910,604 0 0
KOSMOS ENERGY LTD COM 500688106   1,386,559 169,506 SH   SOLE   169,506 0 0
MAGNOLIA OIL & GAS CORP CL A 559663109   3,436,500 150,000 SH   SOLE   150,000 0 0
MATADOR RES CO COM 576485205   57,741,994 970,780 SH   SOLE   970,780 0 0
MURPHY OIL CORP COM 626717102   34,430,854 759,225 SH   SOLE   759,225 0 0
MURPHY USA INC COM 626755102   8,584,941 25,122 SH   SOLE   25,122 0 0
NEXTDECADE CORP COM 65342K105   800,876 156,421 SH   SOLE   156,421 0 0
NISOURCE INC COM 65473P105   8,288,753 335,849 SH   SOLE   335,849 0 0
NORTHERN OIL & GAS INC COM 665531307   42,347,627 1,052,638 SH   SOLE   1,052,638 0 0
NORTHWEST PIPE CO COM 667746101   555,611 18,416 SH   SOLE   18,416 0 0
NRG ENERGY INC COM NEW 629377508   5,392,800 140,000 SH   SOLE   140,000 0 0
OCCIDENTAL PETE CORP COM 674599105   50,678,028 781,104 SH   SOLE   781,104 0 0
OVINTIV INC COM 69047Q102   57,084,000 1,200,000 SH   SOLE   1,200,000 0 0
PATTERSON-UTI ENERGY INC COM 703481101   276,800 20,000 SH   SOLE   20,000 0 0
PBF ENERGY INC CL A 69318G106   11,387,276 212,727 SH   SOLE   212,727 0 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105   84,960,183 6,085,973 SH   SOLE   6,085,973 0 0
PHILLIPS 66 COM 718546104   993,761 8,271 SH   SOLE   8,271 0 0
PIONEER NAT RES CO COM 723787107   68,661,160 299,112 SH   SOLE   299,112 0 0
PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207   65,714,260 4,076,567 SH   SOLE   4,076,567 0 0
PPL CORP COM 69351T106   33,231,380 1,410,500 SH   SOLE   1,410,500 0 0
PROPETRO HLDG CORP COM 74347M108   1,860,250 175,000 SH   SOLE   175,000 0 0
RANGE RES CORP COM 75281A109   15,972,037 492,812 SH   SOLE   492,812 0 0
SANDRIDGE ENERGY INC COM NEW 80007P869   1,096,200 70,000 SH   SOLE   70,000 0 0
SCHLUMBERGER LTD COM STK 806857108   1,097,789 18,830 SH   SOLE   18,830 0 0
SILVERBOW RES INC COM 82836G102   26,232,180 733,357 SH   SOLE   733,357 0 0
SM ENERGY CO COM 78454L100   16,507,445 416,329 SH   SOLE   416,329 0 0
SOUTHERN CO COM 842587107   11,766,031 181,799 SH   SOLE   181,799 0 0
SOUTHWESTERN ENERGY CO COM 845467109   35,323,993 5,476,588 SH   SOLE   5,476,588 0 0
TARGA RES CORP COM 87612G101   20,182,517 235,447 SH   SOLE   235,447 0 0
TECHNIPFMC PLC COM G87110105   2,034,000 100,000 SH   SOLE   100,000 0 0
TEXAS PACIFIC LAND CORPORATI COM 88262P102   547,068 300 SH   SOLE   300 0 0
TIDEWATER INC NEW COM 88642R109   1,066,050 15,000 SH   SOLE   15,000 0 0
TRINSEO PLC SHS G9059U107   221,472 27,108 SH   SOLE   27,108 0 0
VIPER ENERGY PARTNERS LP COM UNT RP INT 92763M105   1,394,000 50,000 SH   SOLE   50,000 0 0
VISTRA CORP COM 92840M102   11,613,000 350,000 SH   SOLE   350,000 0 0
VITAL ENERGY INC COM 516806205   60,181,964 1,085,925 SH   SOLE   1,085,925 0 0
WILLIAMS COS INC COM 969457100   6,738,000 200,000 SH   SOLE   200,000 0 0
XYLEM INC COM 98419M100   273,090 3,000 SH   SOLE   3,000 0 0