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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AES CORP COM 00130H105 4,924 191,388 SH   SOLE   191,388 0 0
ANTERO RESOURCES CORP COM 03674X106 15,094 494,402 SH   SOLE   494,402 0 0
ARCHAEA ENERGY INC COM CL A 03940F103 4,488 204,663 SH   SOLE   204,663 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100 4,462 395,947 SH   SOLE   395,947 0 0
BUNGE LIMITED COM G16962105 16,500 148,900 SH   SOLE   148,900 0 0
CALIFORNIA RES CORP COM STOCK 13057Q305 1,914 42,794 SH   SOLE   42,794 0 0
CELANESE CORP DEL COM 150870103 2,357 16,500 SH   SOLE   16,500 0 0
CENOVUS ENERGY INC COM 15135U109 33,412 2,003,114 SH   SOLE   2,003,114 0 0
CENTENNIAL RESOURCE DEV INC CL A 15136A102 7,620 944,256 SH   SOLE   944,256 0 0
CHAMPIONX CORPORATION COM 15872M104 9,009 368,028 SH   SOLE   368,028 0 0
CHART INDS INC COM 16115Q308 4,777 27,813 SH   SOLE   27,813 0 0
CHENIERE ENERGY INC COM NEW 16411R208 15,591 112,448 SH   SOLE   112,448 0 0
CHESAPEAKE ENERGY CORP COM 165167735 18,257 209,850 SH   SOLE   209,850 0 0
CLIMATE REAL IMPACT SLUTINS *W EXP 01/29/202 187171111 7 15,000 SH   SOLE   15,000 0 0
CLIMATE REAL IMPACT SLUTINS COM CL A 187171103 734 75,000 SH   SOLE   75,000 0 0
CONOCOPHILLIPS COM 20825C104 9,827 98,272 SH   SOLE   98,272 0 0
CVR ENERGY INC COM 12662P108 1,875 73,425 SH   SOLE   73,425 0 0
DARLING INGREDIENTS INC COM 237266101 908 11,294 SH   SOLE   11,294 0 0
DELEK US HLDGS INC NEW COM 24665A103 13,461 634,348 SH   SOLE   634,348 0 0
DEVON ENERGY CORP NEW COM 25179M103 7,090 119,900 SH   SOLE   119,900 0 0
DIAMONDBACK ENERGY INC COM 25278X109 9,992 72,890 SH   SOLE   72,890 0 0
DT MIDSTREAM INC COMMON STOCK 23345M107 8,733 160,944 SH   SOLE   160,944 0 0
DUPONT DE NEMOURS INC COM 26614N102 4,094 55,634 SH   SOLE   55,634 0 0
EASTMAN CHEM CO COM 277432100 2,006 17,900 SH   SOLE   17,900 0 0
ENERPLUS CORP COM 292766102 12,601 994,100 SH   SOLE   994,100 0 0
ENETI INC COM Y2294C107 1,785 281,100 SH   SOLE   281,100 0 0
ENI S P A SPONSORED ADR 26874R108 1,521 52,000 SH   SOLE   52,000 0 0
EQT CORP COM 26884L109 15,660 455,100 SH   SOLE   455,100 0 0
FLUENCE ENERGY INC COM CL A 34379V103 2,638 201,228 SH   SOLE   201,228 0 0
FORTISTAR SUSTAINABLE SOL CO *W EXP 01/14/202 34962M114 47 150,000 SH   SOLE   150,000 0 0
FORTISTAR SUSTAINABLE SOL CO COM CL A 34962M106 2,940 300,000 SH   SOLE   300,000 0 0
HALLIBURTON CO COM 406216101 1,162 30,695 SH   SOLE   30,695 0 0
HF SINCLAIR CORPORATION COM 403949100 40,344 1,012,394 SH   SOLE   1,012,394 0 0
HUNTSMAN CORP COM 447011107 3,068 81,800 SH   SOLE   81,800 0 0
HYZON MOTORS INC *W EXP 10/02/202 44951Y110 308 181,050 SH   SOLE   181,050 0 0
HYZON MOTORS INC COM CL A 44951Y102 370 57,844 SH   SOLE   57,844 0 0
INFRA AND ENERGY ALTRNTIVE I COM 45686J104 1,298 109,558 SH   SOLE   109,558 0 0
KINETIK HOLDINGS INC COM NEW CL A 02215L209 7,469 114,885 SH   SOLE   114,885 0 0
LAREDO PETROLEUM INC COM 516806205 831 10,500 SH   SOLE   10,500 0 0
LI-CYCLE HOLDINGS CORP COMMON SHARES 50202P105 19,726 2,334,484 SH   SOLE   2,334,484 0 0
LIBERTY OILFIELD SVCS INC COM CL A 53115L104 2,588 174,629 SH   SOLE   174,629 0 0
MAGNOLIA OIL & GAS CORP CL A 559663109 6,187 261,600 SH   SOLE   261,600 0 0
MARATHON OIL CORP COM 565849106 12,505 498,008 SH   SOLE   498,008 0 0
MASTEC INC COM 576323109 477 5,480 SH   SOLE   5,480 0 0
MATADOR RES CO COM 576485205 1,007 19,000 SH   SOLE   19,000 0 0
NATIONAL ENERGY SERVICES REU SHS G6375R107 4,040 480,927 SH   SOLE   480,927 0 0
NEXTIER OILFIELD SOLUTIONS COM 65290C105 2,552 276,139 SH   SOLE   276,139 0 0
NORTHERN OIL AND GAS INC MN COM 665531307 5,096 180,790 SH   SOLE   180,790 0 0
OASIS PETROLEUM INC COM NEW 674215207 4,045 27,652 SH   SOLE   27,652 0 0
OCCIDENTAL PETE CORP COM 674599105 3,240 57,100 SH   SOLE   57,100 0 0
OCEANEERING INTL INC COM 675232102 1,695 111,820 SH   SOLE   111,820 0 0
OLIN CORP COM PAR $1 680665205 5,121 97,962 SH   SOLE   97,962 0 0
OVINTIV INC COM 69047Q102 22,010 407,069 SH   SOLE   407,069 0 0
PBF ENERGY INC CL A 69318G106 11,503 472,019 SH   SOLE   472,019 0 0
PDC ENERGY INC COM 69327R101 5,023 69,111 SH   SOLE   69,111 0 0
PERIDOT ACQUISITION CORP II *W EXP 04/30/202 G7008B121 32 85,396 SH   SOLE   85,396 0 0
PERIDOT ACQUISITION CORP II SHS CL A G7008B105 4,426 452,584 SH   SOLE   452,584 0 0
PHILLIPS 66 COM 718546104 20,498 237,273 SH   SOLE   237,273 0 0
POWER & DIGITAL INFRASTRUCTU *W EXP 12/09/202 73919C118 70 175,000 SH   SOLE   175,000 0 0
POWER & DIGITAL INFRASTRUCTU CLASS A COM 73919C100 3,423 350,000 SH   SOLE   350,000 0 0
PROPETRO HLDG CORP COM 74347M108 3,460 248,363 SH   SOLE   248,363 0 0
QUANTA SVCS INC COM 74762E102 7,942 60,344 SH   SOLE   60,344 0 0
RICE ACQUISITION CORP II *W EXP 99/99/999 G75529126 62 100,000 SH   SOLE   100,000 0 0
RICE ACQUISITION CORP II SHS CL A G75529100 3,944 400,000 SH   SOLE   400,000 0 0
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 4,217 247,456 SH   SOLE   247,456 0 0
SM ENERGY CO COM 78454L100 6,226 159,839 SH   SOLE   159,839 0 0
STEM INC COM 85859N102 13,085 1,188,499 SH   SOLE   1,188,499 0 0
SUNNOVA ENERGY INTL INC. COM 86745K104 1,398 60,638 SH   SOLE   60,638 0 0
TARGA RES CORP COM 87612G101 37,626 498,558 SH   SOLE   498,558 0 0
TECHNIPFMC PLC COM G87110105 25,724 3,319,284 SH   SOLE   3,319,284 0 0
TENARIS S A SPONSORED ADS 88031M109 30,841 1,025,652 SH   SOLE   1,025,652 0 0
TETRA TECHNOLOGIES INC DEL COM 88162F105 356 86,710 SH   SOLE   86,710 0 0
U S SILICA HLDGS INC COM 90346E103 1,301 69,739 SH   SOLE   69,739 0 0
VERMILION ENERGY INC COM 923725105 6,543 311,500 SH   SOLE   311,500 0 0
WESTLAKE CORPORATION COM 960413102 1,481 12,000 SH   SOLE   12,000 0 0