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
Expires: July 31, 2015
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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALBEMARLE CORP COM 012653101 1,730,669 9,640 SH SOLE 9,640 0 0
ANTERO RESOURCES CORP COM 03674X106 40,368,928 951,200 SH SOLE 951,200 0 0
ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L203 1,426,978 28,173 SH SOLE 28,173 0 0
ARIS MINING CORPORATION COM 04040Y109 25,919,952 1,396,396 SH SOLE 1,396,396 0 0
ATMOS ENERGY CORP COM 049560105 13,209,142 71,509 SH SOLE 71,509 0 0
BAKER HUGHES COMPANY CL A 05722G100 10,586,070 173,400 SH SOLE 173,400 0 0
BKV CORP COM 05603J108 46,965,966 1,646,773 SH SOLE 1,646,773 0 0
BP PLC SPONSORED ADR 055622104 166,445,659 3,541,397 SH SOLE 3,541,397 0 0
BUNGE GLOBAL SA COM SHS H11356104 142,278,670 1,118,543 SH SOLE 1,118,543 0 0
CAMECO CORP COM 13321L108 25,394,104 233,810 SH SOLE 233,810 0 0
CELANESE CORP DEL COM 150870103 4,906,442 74,600 SH SOLE 74,600 0 0
CENOVUS ENERGY INC COM 15135U109 126,590,548 4,771,600 SH SOLE 4,771,600 0 0
CENTERPOINT ENERGY INC COM 15189T107 127,425,800 2,952,405 SH SOLE 2,952,405 0 0
CENTERRA GOLD INC COM 152006102 40,146,443 2,264,523 SH SOLE 2,264,523 0 0
CENTURY ALUM CO COM 156431108 30,213,612 514,800 SH SOLE 514,800 0 0
CHENIERE ENERGY INC COM NEW 16411R208 130,379,491 459,471 SH SOLE 459,471 0 0
COMFORT SYS USA INC COM 199908104 30,821,805 22,351 SH SOLE 22,351 0 0
CONOCOPHILLIPS COM 20825C104 68,929,344 522,192 SH SOLE 522,192 0 0
CORE NATURAL RESOURCES INC COM SHS 218937100 76,100,379 726,634 SH SOLE 726,634 0 0
COTERRA ENERGY INC COM 127097103 256,581,422 7,301,691 SH SOLE 7,301,691 0 0
CRH PLC ORD G25508105 35,543,069 338,119 SH SOLE 338,119 0 0
CUMMINS INC COM 231021106 39,559,535 73,528 SH SOLE 73,528 0 0
DARLING INGREDIENTS INC COM 237266101 205,621,748 3,324,523 SH SOLE 3,324,523 0 0
DENISON MINES CORP COM 248356107 14,854,805 4,208,160 SH SOLE 4,208,160 0 0
DIAMONDBACK ENERGY INC COM 25278X109 52,624,996 266,065 SH SOLE 266,065 0 0
DT MIDSTREAM INC COMMON STOCK 23345M107 112,450,258 835,006 SH SOLE 835,006 0 0
DUPONT DE NEMOURS INC COM 26614N102 3,914,068 85,460 SH SOLE 85,460 0 0
ENERGY TRANSFER L P COM UT LTD PTN 29273V100 9,962,660 516,200 SH SOLE 516,200 0 0
ENTERGY CORP NEW COM 29364G103 122,982,739 1,094,542 SH SOLE 1,094,542 0 0
EQT CORP COM 26884L109 68,085,254 1,069,850 SH SOLE 1,069,850 0 0
EXPAND ENERGY CORPORATION COM 165167735 47,390,928 431,690 SH SOLE 431,690 0 0
EXXON MOBIL CORP COM 30231G102 39,575,231 233,262 SH SOLE 233,262 0 0
FLOWSERVE CORP COM 34354P105 5,520,601 75,100 SH SOLE 75,100 0 0
FRANCO NEV CORP COM 351858105 35,575,200 144,000 SH SOLE 144,000 0 0
FREEPORT MCMORAN INC CL B 35671D857 58,707,348 998,764 SH SOLE 998,764 0 0
GARRETT MOTION INC COM 366505105 1,423,856 78,363 SH SOLE 78,363 0 0
GENERAL MTRS CO COM 37045V100 1,983,786 26,628 SH SOLE 26,628 0 0
HF SINCLAIR CORP COM 403949100 65,786,200 1,054,435 SH SOLE 1,054,435 0 0
HUBBELL INC COM 443510607 106,165,219 216,337 SH SOLE 216,337 0 0
HUT 8 CORP COM 44812J104 5,390,381 114,909 SH SOLE 114,909 0 0
IAMGOLD CORP COM 450913108 55,585,660 2,953,542 SH SOLE 2,953,542 0 0
JAMES HARDIE INDS PLC ORD SHS G4253H101 37,081,300 1,957,830 SH SOLE 1,957,830 0 0
LEGENCE CORP CL A 52476L109 41,008,931 726,336 SH SOLE 726,336 0 0
LIBERTY ENERGY INC COM CL A 53115L104 29,709,360 1,031,575 SH SOLE 1,031,575 0 0
LINCOLN ELEC HLDGS INC COM 533900106 23,290,973 93,508 SH SOLE 93,508 0 0
LYONDELLBASELL INDUSTRIES NV SHS - A - N53745100 52,741,585 654,687 SH SOLE 654,687 0 0
MARATHON PETE CORP COM 56585A102 75,817,890 310,500 SH SOLE 310,500 0 0
MASTEC INC COM 576323109 71,767,646 223,061 SH SOLE 223,061 0 0
NEXTPOWER INC CLASS A COM 65290E101 16,058,104 133,207 SH SOLE 133,207 0 0
NOBLE CORP PLC ORD SHS A G65431127 38,236,080 779,215 SH SOLE 779,215 0 0
NRG ENERGY INC COM NEW 629377508 130,197,003 890,906 SH SOLE 890,906 0 0
NUCOR CORP COM 670346105 49,565,577 293,114 SH SOLE 293,114 0 0
NVENT ELEC PLC SHS G6700G107 112,405,151 950,331 SH SOLE 950,331 0 0
OLIN CORP COM PAR $1 680665205 18,532,998 623,377 SH SOLE 623,377 0 0
OVINTIV INC COM 69047Q102 254,257,519 4,283,314 SH SOLE 4,283,314 0 0
PAR PAC HOLDINGS INC COM NEW 69888T207 23,143,288 369,465 SH SOLE 369,465 0 0
PATTERSON-UTI ENERGY INC COM 703481101 32,525,999 3,003,324 SH SOLE 3,003,324 0 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105 131,086,340 6,148,515 SH SOLE 6,148,515 0 0
PHILLIPS 66 COM 718546104 14,993,414 82,300 SH SOLE 82,300 0 0
PRIMORIS SVCS CORP COM 74164F103 96,528,971 674,839 SH SOLE 674,839 0 0
QNITY ELECTRONICS INC COMMON STOCK 74743L100 49,992,308 433,284 SH SOLE 433,284 0 0
RALLIANT CORP COM 750940108 46,258,478 1,112,250 SH SOLE 1,112,250 0 0
SEADRILL LTD COM G7997W102 39,463,879 867,338 SH SOLE 867,338 0 0
SELECT WATER SOLUTIONS INC CL A COM 81617J301 44,201,700 2,889,000 SH SOLE 2,889,000 0 0
SEMPRA COM 816851109 137,280,610 1,412,788 SH SOLE 1,412,788 0 0
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102 63,277,731 1,796,642 SH SOLE 1,796,642 0 0
SOLSTICE ADVANCED MATLS INC COM SHS 83443Q103 48,929,068 642,451 SH SOLE 642,451 0 0
STANDARD LITHIUM LTD COM 853606101 13,545,870 3,972,396 SH SOLE 3,972,396 0 0
SUNCOR ENERGY INC NEW COM 867224107 205,228,221 3,103,851 SH SOLE 3,103,851 0 0
TAMBORAN RES CORP COM 87507T101 3,443,261 68,879 SH SOLE 68,879 0 0
TARGA RES CORP COM 87612G101 162,583,361 648,440 SH SOLE 648,440 0 0
TECHNIPFMC PLC COM G87110105 57,812,244 836,283 SH SOLE 836,283 0 0
TERAWULF INC COM 88080T104 518,210 35,912 SH SOLE 35,912 0 0
TOTALENERGIES SE ACT F92124100 86,412,804 949,800 SH SOLE 949,800 0 0
VENTURE GLOBAL INC COM CL A 92333F101 65,471,768 4,154,300 SH SOLE 4,154,300 0 0
VISTRA CORP COM 92840M102 167,711,305 1,115,621 SH SOLE 1,115,621 0 0
WESTLAKE CORPORATION COM 960413102 25,688,718 219,900 SH SOLE 219,900 0 0
WILLIAMS COS INC COM 969457100 121,428,190 1,668,428 SH SOLE 1,668,428 0 0
XCEL ENERGY INC COM 98389B100 121,665,696 1,531,542 SH SOLE 1,531,542 0 0