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
ANTERO RESOURCES CORP COM 03674X106   68,151,036 2,685,226 SH   SOLE   2,685,226 0 0
BAKER HUGHES COMPANY CL A 05722G100   6,809,837 192,804 SH   SOLE   192,804 0 0
CF INDS HLDGS INC COM 125269100   5,319,567 62,043 SH   SOLE   62,043 0 0
DEVON ENERGY CORP NEW COM 25179M103   30,777,757 645,236 SH   SOLE   645,236 0 0
DIAMONDBACK ENERGY INC COM 25278X109   57,276,328 369,811 SH   SOLE   369,811 0 0
ENERPLUS CORP COM 292766102   63,182,711 3,583,818 SH   SOLE   3,583,818 0 0
ENLINK MIDSTREAM LLC COM UNIT REP LTD 29336T100   6,941,094 568,011 SH   SOLE   568,011 0 0
EPSILON ENERGY LTD COM 294375209   7,201,434 1,363,908 SH   SOLE   1,363,908 0 0
EQT CORP COM 26884L109   60,206,679 1,483,654 SH   SOLE   1,483,654 0 0
NET POWER INC COM CL A 64107A105   2,017,571 133,614 SH   SOLE   133,614 0 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105   55,315,495 3,962,428 SH   SOLE   3,962,428 0 0