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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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 BBG001T61KH8 92,381,686 2,981,016 SH   SOLE   2,981,016 0 0
CENTURY ALUM CO COM 156431108 BBG001S766G4 608,707 74,414 SH   SOLE   74,414 0 0
CHART INDS INC COM 16115Q308 BBG001SQV7W4 2,304,600 20,000 SH   SOLE   20,000 0 0
CHESAPEAKE ENERGY CORP COM 165167735 BBG00Z6DX607 47,745,747 505,942 SH   SOLE   505,942 0 0
CNX RES CORP COM 12653C108 BBG001SC7TN4 33,427,838 1,985,026 SH   SOLE   1,985,026 0 0
COMSTOCK RES INC COM 205768302 BBG001S8FX55 63,338,198 4,619,854 SH   SOLE   4,619,854 0 0
CONSOL ENERGY INC NEW COM 20854L108 BBG00HC115M9 69,031,885 1,062,029 SH   SOLE   1,062,029 0 0
COTERRA ENERGY INC COM 127097103 BBG001S6H6Y4 5,441,198 221,457 SH   SOLE   221,457 0 0
CVR ENERGY INC COM 12662P108 BBG001SM6PD2 18,154,949 579,290 SH   SOLE   579,290 0 0
DENBURY INC COM 24790A101 BBG00XJDVXC8 35,270,598 405,316 SH   SOLE   405,316 0 0
DIAMOND OFFSHORE DRILLING IN COM 25271C201 BBG010JCFCF2 75,394,571 7,249,478 SH   SOLE   7,249,478 0 0
ENERPLUS CORP COM 292766102 BBG001SGHVD0 155,650,591 8,816,152 SH   SOLE   8,816,152 0 0
EQT CORP COM 26884L109 BBG001S5QXJ4 91,530,549 2,705,603 SH   SOLE   2,705,603 0 0
HF SINCLAIR CORP COM 403949100 BBG0135B2269 7,914,159 152,518 SH   SOLE   152,518 0 0
KOSMOS ENERGY LTD COM 500688106 BBG001SJV7R6 45,840,444 7,207,617 SH   SOLE   7,207,617 0 0
LOUISIANA PAC CORP COM 546347105 BBG001S5SW04 3,979,424 67,220 SH   SOLE   67,220 0 0
MURPHY OIL CORP COM 626717102 BBG001S5TG80 50,717,607 1,179,205 SH   SOLE   1,179,205 0 0
NOBLE CORP PLC ORD SHS A G65431127 BBG018KBK3H7 43,483,250 1,153,096 SH   SOLE   1,153,096 0 0
NUSCALE PWR CORP CL A COM 67079K100 BBG00YG48PG8 1,955,864 190,630 SH   SOLE   190,630 0 0
OCCIDENTAL PETE CORP COM 674599105 BBG001S5TZG9 1,007,840 16,000 SH   SOLE   16,000 0 0
OLIN CORP COM PAR $1 680665205 BBG001S5TWW8 6,682,616 126,230 SH   SOLE   126,230 0 0
OVINTIV INC COM 69047Q102 BBG00R2NHQ74 6,759,592 133,299 SH   SOLE   133,299 0 0
PDC ENERGY INC COM 69327R101 BBG001S5V439 7,580,083 119,409 SH   SOLE   119,409 0 0
PEABODY ENERGY CORP COM 704551100 BBG00GBV89J5 70,142,088 2,654,886 SH   SOLE   2,654,886 0 0
PETROLEO BRASILEIRO SA PETRO SP ADR NON VTG 71654V101 BBG001SFJFD5 37,625,429 4,050,100 SH   SOLE   4,050,100 0 0
PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207 BBG001SZV282 2,380,120 191,328 SH   SOLE   191,328 0 0
RANGE RES CORP COM 75281A109 BBG001SBZNN8 114,198,211 4,564,277 SH   SOLE   4,564,277 0 0
SUNCOR ENERGY INC NEW COM 867224107 BBG001S5YSF0 24,049,357 757,899 SH   SOLE   757,899 0 0
UNITED STATES STL CORP NEW COM 912909108 BBG001S5XL75 52,094,130 2,079,606 SH   SOLE   2,079,606 0 0
VALERO ENERGY CORP COM 91913Y100 BBG001S5X8K9 11,102,407 87,517 SH   SOLE   87,517 0 0
W & T OFFSHORE INC COM 92922P106 BBG001SLLWL3 31,151,751 5,582,751 SH   SOLE   5,582,751 0 0
WARRIOR MET COAL INC COM 93627C101 BBG00GD1JNK4 89,285,050 2,577,513 SH   SOLE   2,577,513 0 0
WEST FRASER TIMBER CO LTD COM 952845105 BBG001S60WD8 6,140,197 85,000 SH   SOLE   85,000 0 0
WESTROCK CO COM 96145D105 BBG008NXC581 23,921,141 680,351 SH   SOLE   680,351 0 0