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
BAKER HUGHES COMPANY CL A 05722G100   484,897 11,821 SH   SOLE   11,821 0 0
BWX TECHNOLOGIES INC COM 05605H100   556,950 5,000 SH   SOLE   5,000 0 0
CALIFORNIA RES CORP COM STOCK 13057Q305   4,322,696 83,305 SH   SOLE   83,305 0 0
COMSTOCK RES INC COM 205768302   11,450,304 628,447 SH   SOLE   628,447 0 0
CONOCOPHILLIPS COM 20825C104   12,841,325 129,488 SH   SOLE   129,488 0 0
COTERRA ENERGY INC COM 127097103   19,829,384 776,405 SH   SOLE   776,405 0 0
DELEK US HLDGS INC NEW COM 24665A103   4,402,778 237,988 SH   SOLE   237,988 0 0
DEVON ENERGY CORP NEW COM 25179M103   6,464,011 197,495 SH   SOLE   197,495 0 0
ENERGY TRANSFER L P COM UT LTD PTN 29273V100   6,928,983 353,700 SH   SOLE   353,700 0 0
EOG RES INC COM 26875P101   4,611,950 37,624 SH   SOLE   37,624 0 0
EQT CORP COM 26884L109   10,320,663 223,827 SH   SOLE   223,827 0 0
EVGO INC CL A COM 30052F100   101,250 25,000 SH   SOLE   25,000 0 0
EXPRO GROUP HOLDINGS NV COM N3144W105   3,805,233 305,151 SH   SOLE   305,151 0 0
HELIX ENERGY SOLUTIONS GRP I COM 42330P107   3,654,214 392,083 SH   SOLE   392,083 0 0
HESS MIDSTREAM LP CL A SHS 428103105   9,535,336 257,503 SH   SOLE   257,503 0 0
HIGHPEAK ENERGY INC COM 43114Q105   4,762,021 323,947 SH   SOLE   323,947 0 0
IPERIONX LTD SPONSORED ADS 44916E100   344,344 10,010 SH   SOLE   10,010 0 0
KINDER MORGAN INC DEL COM 49456B101   2,548,200 93,000 SH   SOLE   93,000 0 0
KINETIK HOLDINGS INC COM NEW CL A 02215L209   490,938 8,657 SH   SOLE   8,657 0 0
LIBERTY ENERGY INC COM CL A 53115L104   5,357,849 269,374 SH   SOLE   269,374 0 0
MARATHON PETE CORP COM 56585A102   8,063,100 57,800 SH   SOLE   57,800 0 0
MURPHY OIL CORP COM 626717102   11,022,840 364,271 SH   SOLE   364,271 0 0
NOV INC COM 62955J103   6,789,175 465,012 SH   SOLE   465,012 0 0
OVINTIV INC COM 69047Q102   6,212,984 153,407 SH   SOLE   153,407 0 0
SCHLUMBERGER LTD COM STK 806857108   11,797,218 307,700 SH   SOLE   307,700 0 0
SEADRILL 2021 LTD COM G7997W102   7,810,565 200,631 SH   SOLE   200,631 0 0
SELECT WATER SOLUTIONS INC CL A COM 81617J301   5,623,743 424,754 SH   SOLE   424,754 0 0
STEM INC COM 85859N102   12,060 20,000 SH   SOLE   20,000 0 0
TARGA RES CORP COM 87612G101   6,813,345 38,170 SH   SOLE   38,170 0 0
TECHNIPFMC PLC COM G87110105   11,491,379 397,076 SH   SOLE   397,076 0 0
VALERO ENERGY CORP COM 91913Y100   8,336,120 68,000 SH   SOLE   68,000 0 0
VIPER ENERGY INC CL A 927959106   5,459,087 111,251 SH   SOLE   111,251 0 0
WEATHERFORD INTL PLC ORD SHS G48833118   6,564,603 91,646 SH   SOLE   91,646 0 0