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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   84,543,845 2,915,305 SH   SOLE   2,915,305 0 0
BAKER HUGHES COMPANY CL A 05722G100   8,010,520 239,120 SH   SOLE   239,120 0 0
CF INDS HLDGS INC COM 125269100   4,073,962 48,960 SH   SOLE   48,960 0 0
CHORD ENERGY CORPORATION COM NEW 674215207   10,439,695 58,571 SH   SOLE   58,571 0 0
DIAMONDBACK ENERGY INC COM 25278X109   51,762,004 261,200 SH   SOLE   261,200 0 0
ENERPLUS CORP COM 292766102   64,048,643 3,257,815 SH   SOLE   3,257,815 0 0
ENLINK MIDSTREAM LLC COM UNIT REP LTD 29336T100   7,927,500 581,195 SH   SOLE   581,195 0 0
EPSILON ENERGY LTD COM 294375209   7,334,006 1,334,669 SH   SOLE   1,334,669 0 0
EQT CORP COM 26884L109   68,971,330 1,860,570 SH   SOLE   1,860,570 0 0
NET POWER INC COM CL A 64107A105   1,693,534 148,686 SH   SOLE   148,686 0 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105   53,856,960 3,049,658 SH   SOLE   3,049,658 0 0