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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   153,752,113 5,301,797 SH   SOLE   5,301,797 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100   72,277,329 4,847,574 SH   SOLE   4,847,574 0 0
ATLANTICA SUSTAINABLE INFR P SHS G0751N103   1,457,499 78,869 SH   SOLE   78,869 0 0
BAYTEX ENERGY CORP COM 07317Q105   2,577,619 710,088 SH   SOLE   710,088 0 0
CEMEX SAB DE CV SPON ADR NEW 151290889   20,631,675 2,289,864 SH   SOLE   2,289,864 0 0
CHENIERE ENERGY INC COM NEW 16411R208   21,927,307 135,958 SH   SOLE   135,958 0 0
CHORD ENERGY CORPORATION COM NEW 674215207   120,346,043 675,191 SH   SOLE   675,191 0 0
CIVITAS RESOURCES INC COM NEW 17888H103   158,144,669 2,083,318 SH   SOLE   2,083,318 0 0
COMPASS MINERALS INTL INC COM 20451N101   6,036,007 383,482 SH   SOLE   383,482 0 0
CONSOLIDATED EDISON INC COM 209115104   599,346 6,600 SH   SOLE   6,600 0 0
ENBRIDGE INC COM 29250N105   2,973,996 82,200 SH   SOLE   82,200 0 0
EXELON CORP COM 30161N101   586,843 15,620 SH   SOLE   15,620 0 0
EXPRO GROUP HOLDINGS NV COM N3144W105   52,468,539 2,627,368 SH   SOLE   2,627,368 0 0
FLUENCE ENERGY INC COM CL A 34379V103   8,838,042 509,691 SH   SOLE   509,691 0 0
ISHARES TR 7-10 YR TRSY BD 464287440   4,524,180 47,794 SH   SOLE   47,794 0 0
ISHARES TR 20 YR TR BD ETF 464287432   4,454,615 47,079 SH   SOLE   47,079 0 0
MARATHON OIL CORP COM 565849106   10,211,866 360,334 SH   SOLE   360,334 0 0
MP MATERIALS CORP COM CL A 553368101   11,272,604 788,294 SH   SOLE   788,294 0 0
MRC GLOBAL INC COM 55345K103   12,143,714 966,087 SH   SOLE   966,087 0 0
NOBLE CORP PLC ORD SHS A G65431127   109,691,217 2,262,141 SH   SOLE   2,262,141 0 0
OCEANEERING INTL INC COM 675232102   51,433,411 2,198,009 SH   SOLE   2,198,009 0 0
OVINTIV INC COM 69047Q102   58,743,742 1,131,864 SH   SOLE   1,131,864 0 0
PEMBINA PIPELINE CORP COM 706327103   2,271,479 64,275 SH   SOLE   64,275 0 0
PROFRAC HLDG CORP CLASS A COM 74319N100   9,705,676 1,160,966 SH   SOLE   1,160,966 0 0
SCHLUMBERGER LTD COM STK 806857108   35,516,880 648,000 SH   SOLE   648,000 0 0
SEADRILL 2021 LTD COM G7997W102   82,505,883 1,640,276 SH   SOLE   1,640,276 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886   7,134,776 108,679 SH   SOLE   108,679 0 0
TALOS ENERGY INC COM 87484T108   118,360,103 8,496,777 SH   SOLE   8,496,777 0 0
TARGA RES CORP COM 87612G101   3,131,688 27,964 SH   SOLE   27,964 0 0
TENARIS S A SPONSORED ADS 88031M109   96,351,929 2,453,576 SH   SOLE   2,453,576 0 0
XCEL ENERGY INC COM 98389B100   1,021,250 19,000 SH   SOLE   19,000 0 0