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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

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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
ALPHA METALLURGICAL RESOUR I COM 020764106 BBG00DGWV044 60,520,824 387,954 SH   SOLE   387,954 0 0
BIONTECH SE SPONSORED ADS 09075V102 BBG00Q70B4L0 1,245,700 10,000 SH   SOLE   10,000 0 0
BP PLC SPONSORED ADR 055622104 BBG001S5W4F5 379,400 10,000 SH   SOLE   10,000 0 0
EARTHSTONE ENERGY INC CL A 27032D304 BBG001S5PDF3 260,200 20,000 SH   SOLE   20,000 0 0
EPSILON ENERGY LTD COM 294375209 BBG001SBVQH2 53,400 10,000 SH   SOLE   10,000 0 0
EXXON MOBIL CORP COM 30231G102 BBG001S69V32 21,932,000 200,000 SH   SOLE   200,000 0 0
NEWMONT CORP COM 651639106 BBG001S5TKX3 980,400 20,000 SH   SOLE   20,000 0 0
SHELL PLC SPON ADS 780259305 BBG0147BN6H1 17,262,000 300,000 SH   SOLE   300,000 0 0
SPDR SER TR S&P OILGAS EXP 78468R556 BBG001SB12P9 25,524,124 200,048 SH   SOLE   200,048 0 0
TECK RESOURCES LTD CL B 878742204 BBG001S60LH8 40,150,000 1,100,000 SH   SOLE   1,100,000 0 0