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   11,422,430 593,373 SH   SOLE   593,373 0 0
AIR PRODS & CHEMS INC COM 009158106   31,144,476 113,749 SH   SOLE   113,749 0 0
ANTERO MIDSTREAM CORP COM 03676B102   11,450,052 913,811 SH   SOLE   913,811 0 0
ARCHER DANIELS MIDLAND CO COM 039483102   2,592,698 35,900 SH   SOLE   35,900 0 0
ARIS WATER SOLUTIONS INC CLASS A COM 04041L106   2,933,597 349,654 SH   SOLE   349,654 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100   34,736,436 2,067,645 SH   SOLE   2,067,645 0 0
BAKER HUGHES COMPANY CL A 05722G100   22,948,452 671,400 SH   SOLE   671,400 0 0
BAYTEX ENERGY CORP COM 07317Q105   15,091,065 4,559,026 SH   SOLE   4,559,026 0 0
BLOOM ENERGY CORP COM CL A 093712107   5,465,640 369,300 SH   SOLE   369,300 0 0
BP PLC SPONSORED ADR 055622104   3,132,900 88,500 SH   SOLE   88,500 0 0
BUNGE GLOBAL SA COM SHS H11356104   2,907,360 28,800 SH   SOLE   28,800 0 0
CABOT CORP COM 127055101   3,529,545 42,270 SH   SOLE   42,270 0 0
CHART INDS INC COM 16115Q308   9,444,261 69,275 SH   SOLE   69,275 0 0
CHEMOURS CO COM 163851108   11,896,825 377,198 SH   SOLE   377,198 0 0
CHENIERE ENERGY INC COM NEW 16411R208   47,203,876 276,515 SH   SOLE   276,515 0 0
CHESAPEAKE ENERGY CORP COM 165167735   8,563,422 111,300 SH   SOLE   111,300 0 0
CLEAN ENERGY FUELS CORP COM 184499101   10,122,667 2,642,994 SH   SOLE   2,642,994 0 0
CRESCENT ENERGY COMPANY CL A COM 44952J104   5,494,039 415,900 SH   SOLE   415,900 0 0
CRESCENT PT ENERGY CORP COM 22576C101   9,524,308 1,373,200 SH   SOLE   1,373,200 0 0
DELEK US HLDGS INC NEW COM 24665A103   28,092,020 1,088,838 SH   SOLE   1,088,838 0 0
DIAMOND OFFSHORE DRILLING IN COM 25271C201   11,555,219 888,863 SH   SOLE   888,863 0 0
DIAMONDBACK ENERGY INC COM 25278X109   17,957,644 115,796 SH   SOLE   115,796 0 0
ENERPLUS CORP COM 292766102   21,967,210 1,433,000 SH   SOLE   1,433,000 0 0
ENLINK MIDSTREAM LLC COM UNIT REP LTD 29336T100   20,984,974 1,725,738 SH   SOLE   1,725,738 0 0
EOG RES INC COM 26875P101   41,970,980 347,011 SH   SOLE   347,011 0 0
EQT CORP COM 26884L109   42,684,506 1,104,100 SH   SOLE   1,104,100 0 0
EXCELERATE ENERGY INC CL A COM 30069T101   9,956,410 644,011 SH   SOLE   644,011 0 0
EXPRO GROUP HOLDINGS NV COM N3144W105   3,834,268 240,846 SH   SOLE   240,846 0 0
FLUENCE ENERGY INC COM CL A 34379V103   3,732,525 156,500 SH   SOLE   156,500 0 0
GULFPORT ENERGY CORP COMMON SHARES 402635502   21,037,208 157,937 SH   SOLE   157,937 0 0
HALLIBURTON CO COM 406216101   4,240,214 117,295 SH   SOLE   117,295 0 0
HELIX ENERGY SOLUTIONS GRP I COM 42330P107   5,703,961 554,860 SH   SOLE   554,860 0 0
HESS MIDSTREAM LP CL A SHS 428103105   3,163,000 100,000 SH   SOLE   100,000 0 0
HF SINCLAIR CORP COM 403949100   21,977,935 395,500 SH   SOLE   395,500 0 0
KINDER MORGAN INC DEL COM 49456B101   26,114,274 1,480,401 SH   SOLE   1,480,401 0 0
MARATHON OIL CORP COM 565849106   52,372,695 2,167,744 SH   SOLE   2,167,744 0 0
MONTAUK RENEWABLES INC COM 61218C103   788,784 88,528 SH   SOLE   88,528 0 0
MURPHY OIL CORP COM 626717102   18,019,584 422,400 SH   SOLE   422,400 0 0
NEXTDECADE CORP COM 65342K105   4,558,932 955,751 SH   SOLE   955,751 0 0
NEXTRACKER INC CLASS A COM 65290E101   9,073,627 193,674 SH   SOLE   193,674 0 0
NOBLE CORP PLC ORD SHS A G65431127   3,714,340 77,125 SH   SOLE   77,125 0 0
NORTHERN OIL & GAS INC COM 665531307   25,627,344 691,323 SH   SOLE   691,323 0 0
NOV INC COM 62955J103   14,114,353 695,974 SH   SOLE   695,974 0 0
OPAL FUELS INC CLASS A COM 68347P103   1,146,548 207,708 SH   SOLE   207,708 0 0
PATTERSON-UTI ENERGY INC COM 703481101   26,132,576 2,419,683 SH   SOLE   2,419,683 0 0
PEMBINA PIPELINE CORP COM 706327103   14,148,069 411,600 SH   SOLE   411,600 0 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105   24,411,592 1,794,970 SH   SOLE   1,794,970 0 0
PHILLIPS 66 COM 718546104   46,481,038 349,114 SH   SOLE   349,114 0 0
PLUG POWER INC COM NEW 72919P202   7,769,151 1,726,478 SH   SOLE   1,726,478 0 0
PRECISION DRILLING CORP COM NEW 74022D407   11,490,681 211,578 SH   SOLE   211,578 0 0
PROPETRO HLDG CORP COM 74347M108   2,851,748 340,304 SH   SOLE   340,304 0 0
SEADRILL 2021 LTD COM G7997W102   6,193,207 130,990 SH   SOLE   130,990 0 0
SHELL PLC SPON ADS 780259305   3,349,220 50,900 SH   SOLE   50,900 0 0
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107   34,759,577 2,236,781 SH   SOLE   2,236,781 0 0
SIGMA LITHIUM CORPORATION COM 826599102   11,827,817 375,129 SH   SOLE   375,129 0 0
SM ENERGY CO COM 78454L100   25,849,472 667,600 SH   SOLE   667,600 0 0
SOUTHWESTERN ENERGY CO COM 845467109   9,824,122 1,499,866 SH   SOLE   1,499,866 0 0
STEM INC COM 85859N102   88,805 22,888 SH   SOLE   22,888 0 0
SUNRUN INC COM 86771W105   1,970,165 100,365 SH   SOLE   100,365 0 0
TARGA RES CORP COM 87612G101   41,529,941 478,070 SH   SOLE   478,070 0 0
TENARIS S A SPONSORED ADS 88031M109   5,190,780 149,332 SH   SOLE   149,332 0 0
TETRA TECHNOLOGIES INC DEL COM 88162F105   7,894,266 1,746,519 SH   SOLE   1,746,519 0 0
TOTALENERGIES SE SPONSORED ADS 89151E109   2,897,340 43,000 SH   SOLE   43,000 0 0
UGI CORP NEW COM 902681105   21,145,865 859,588 SH   SOLE   859,588 0 0
VALARIS LTD CL A G9460G101   7,696,640 112,245 SH   SOLE   112,245 0 0