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
AES CORP COM 00130H105   1,452,650 60,326 SH   SOLE   60,326 0 0
ALBEMARLE CORP COM 012653101   14,345,496 64,900 SH   SOLE   64,900 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100   11,225,665 513,056 SH   SOLE   513,056 0 0
ASHLAND INC COM 044186104   11,975,575 116,596 SH   SOLE   116,596 0 0
AXALTA COATING SYS LTD COM G0750C108   6,736,496 222,400 SH   SOLE   222,400 0 0
BAYTEX ENERGY CORP COM 07317Q105   13,270,158 3,537,400 SH   SOLE   3,537,400 0 0
BLOOM ENERGY CORP COM CL A 093712107   2,424,704 121,661 SH   SOLE   121,661 0 0
BP PLC SPONSORED ADR 055622104   19,566,303 515,717 SH   SOLE   515,717 0 0
BUNGE LIMITED COM G16962105   13,809,708 144,574 SH   SOLE   144,574 0 0
CABOT CORP COM 127055101   12,073,099 157,530 SH   SOLE   157,530 0 0
CELANESE CORP DEL COM 150870103   10,780,110 99,000 SH   SOLE   99,000 0 0
CHAMPIONX CORPORATION COM 15872M104   13,056,530 481,258 SH   SOLE   481,258 0 0
CHART INDS INC COM 16115Q308   1,116,060 8,900 SH   SOLE   8,900 0 0
CHEMOURS CO COM 163851108   12,861,984 429,592 SH   SOLE   429,592 0 0
CHESAPEAKE ENERGY CORP COM 165167735   44,582,936 586,309 SH   SOLE   586,309 0 0
CIVITAS RESOURCES INC COM NEW 17888H103   2,924,952 42,800 SH   SOLE   42,800 0 0
DARLING INGREDIENTS INC COM 237266101   14,116,390 241,719 SH   SOLE   241,719 0 0
DELEK US HLDGS INC NEW COM 24665A103   18,839,678 820,901 SH   SOLE   820,901 0 0
DIAMOND OFFSHORE DRILLING IN COM 25271C201   5,905,909 490,524 SH   SOLE   490,524 0 0
DIAMONDBACK ENERGY INC COM 25278X109   41,810,244 309,316 SH   SOLE   309,316 0 0
EASTMAN CHEM CO COM 277432100   8,971,921 106,378 SH   SOLE   106,378 0 0
ENERPLUS CORP COM 292766102   50,694,804 3,517,200 SH   SOLE   3,517,200 0 0
ENETI INC COM Y2294C107   1,634,997 174,866 SH   SOLE   174,866 0 0
ENLINK MIDSTREAM LLC COM UNIT REP LTD 29336T100   16,988,481 1,567,203 SH   SOLE   1,567,203 0 0
EXCELERATE ENERGY INC CL A COM 30069T101   14,873,408 671,789 SH   SOLE   671,789 0 0
EXPRO GROUP HOLDINGS NV COM N3144W105   5,401,677 294,209 SH   SOLE   294,209 0 0
GULFPORT ENERGY CORP COMMON SHARES 402635502   7,608,000 95,100 SH   SOLE   95,100 0 0
HALLIBURTON CO COM 406216101   29,458,359 931,048 SH   SOLE   931,048 0 0
HELIX ENERGY SOLUTIONS GRP I COM 42330P107   2,946,440 380,677 SH   SOLE   380,677 0 0
LI-CYCLE HOLDINGS CORP COMMON SHARES 50202P105   15,317,457 2,720,685 SH   SOLE   2,720,685 0 0
LIBERTY ENERGY INC COM CL A 53115L104   4,204,024 328,183 SH   SOLE   328,183 0 0
LINDE PLC SHS G54950103   12,829,607 36,095 SH   SOLE   36,095 0 0
MAGNOLIA OIL & GAS CORP CL A 559663109   20,302,452 927,900 SH   SOLE   927,900 0 0
MARATHON OIL CORP COM 565849106   67,214,844 2,805,294 SH   SOLE   2,805,294 0 0
MURPHY OIL CORP COM 626717102   18,685,994 505,300 SH   SOLE   505,300 0 0
NEXTDECADE CORP COM 65342K105   5,870,400 1,181,167 SH   SOLE   1,181,167 0 0
NEXTIER OILFIELD SOLUTIONS COM 65290C105   10,994,190 1,382,917 SH   SOLE   1,382,917 0 0
NOBLE CORP PLC ORD SHS A G65431127   13,479,123 341,503 SH   SOLE   341,503 0 0
NORTHERN OIL AND GAS INC MN COM 665531307   11,228,741 369,975 SH   SOLE   369,975 0 0
NOV INC COM 62955J103   1,258,680 68,000 SH   SOLE   68,000 0 0
ORION ENGINEERED CARBONS S A COM L72967109   6,582,142 252,286 SH   SOLE   252,286 0 0
PBF ENERGY INC CL A 69318G106   61,062,891 1,408,277 SH   SOLE   1,408,277 0 0
PDC ENERGY INC COM 69327R101   10,737,314 167,300 SH   SOLE   167,300 0 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105   20,947,878 1,995,036 SH   SOLE   1,995,036 0 0
PIONEER NAT RES CO COM 723787107   39,418,320 193,000 SH   SOLE   193,000 0 0
POWER & DIGITAL INFRASTRUCTU *W EXP 12/09/202 73919C118   21,018 175,000 SH   SOLE   175,000 0 0
PPG INDS INC COM 693506107   2,444,514 18,300 SH   SOLE   18,300 0 0
PROFRAC HLDG CORP CLASS A COM 74319N100   5,301,723 418,447 SH   SOLE   418,447 0 0
RANGER OIL CORPORATION CLASS A COM 70788V102   8,457,964 207,100 SH   SOLE   207,100 0 0
RICE ACQUISITION CORP II *W EXP 99/99/999 G75529126   146,480 100,000 SH   SOLE   100,000 0 0
SEADRILL 2021 LTD COM G7997W102   734,125 18,280 SH   SOLE   18,280 0 0
SHELL PLC SPON ADS 780259305   22,239,210 386,500 SH   SOLE   386,500 0 0
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107   12,230,687 536,669 SH   SOLE   536,669 0 0
SIGMA LITHIUM CORPORATION COM 826599102   18,277,527 485,846 SH   SOLE   485,846 0 0
SOUTHWESTERN ENERGY CO COM 845467109   14,462,500 2,892,500 SH   SOLE   2,892,500 0 0
TARGA RES CORP COM 87612G101   52,468,558 719,240 SH   SOLE   719,240 0 0
TECHNIPFMC PLC COM G87110105   2,691,398 197,172 SH   SOLE   197,172 0 0
TETRA TECHNOLOGIES INC DEL COM 88162F105   1,807,976 682,255 SH   SOLE   682,255 0 0
TIDEWATER INC NEW COM 88642R109   2,565,456 58,200 SH   SOLE   58,200 0 0
TOTALENERGIES SE SPONSORED ADS 89151E109   14,212,922 240,693 SH   SOLE   240,693 0 0
VALERO ENERGY CORP COM 91913Y100   45,848,409 328,427 SH   SOLE   328,427 0 0
WEATHERFORD INTL PLC ORD SHS G48833118   2,916,934 49,148 SH   SOLE   49,148 0 0