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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
ANTERO RESOURCES CORP COM 03674X106   7,317,018 236,109 SH   SOLE   236,109 0 0
BATH & BODY WORKS INC COM 070830104   10,392,019 246,607 SH   SOLE   246,607 0 0
CHENIERE ENERGY INC COM NEW 16411R208   9,339,809 62,282 SH   SOLE   62,282 0 0
CONSTELLATION ENERGY CORP COM 21037T109   7,353,713 85,300 SH   SOLE   85,300 0 0
CSX CORP COM 126408103   6,932,890 223,786 SH   SOLE   223,786 0 0
DENBURY INC COM 24790A101   12,940,657 148,709 SH   SOLE   148,709 0 0
EQT CORP COM 26884L109   7,628,936 225,508 SH   SOLE   225,508 0 0
FIRST SOLAR INC COM 336433107   7,699,206 51,400 SH   SOLE   51,400 0 0
FRONTLINE LTD SHS NEW G3682E192   2,787,344 229,600 SH   SOLE   229,600 0 0
RH COM 74967X103   7,594,074 28,422 SH   SOLE   28,422 0 0
RICE ACQUISITION CORP II UNIT 99/99/9999 G75529118   5,250,000 500,000 SH   SOLE   500,000 0 0
TEMPUR SEALY INTL INC COM 88023U101   8,810,520 256,642 SH   SOLE   256,642 0 0