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
ANTERO MIDSTREAM CORP COM 03676B102 631,517 27,759 SH SOLE 27,759 0 0
ANTERO RESOURCES CORP COM 03674X106 95,985,015 2,731,503 SH SOLE 2,731,503 0 0
ATLAS ENERGY SOLUTIONS INC COM NEW 642045108 24,296,244 1,462,748 SH SOLE 1,462,748 0 0
BAKER HUGHES COMPANY CL A 05722G100 51,912,536 935,361 SH SOLE 935,361 0 0
CALIFORNIA RES CORP COM STOCK 13057Q305 18,539,236 350,657 SH SOLE 350,657 0 0
CALUMET INC COM 131428104 209,816 5,825 SH SOLE 5,825 0 0
CENTRUS ENERGY CORP CL A 15643U104 261,206 1,556 SH SOLE 1,556 0 0
CHORD ENERGY CORPORATION COM NEW 674215207 37,839,701 331,056 SH SOLE 331,056 0 0
CORE NATURAL RESOURCES INC COM SHS 218937100 340,645 4,257 SH SOLE 4,257 0 0
DARLING INGREDIENTS INC COM 237266101 53,980,345 988,289 SH SOLE 988,289 0 0
DELEK US HLDGS INC NEW COM 24665A103 248,563 4,892 SH SOLE 4,892 0 0
DEVON ENERGY CORP NEW COM 25179M103 20,824,619 503,984 SH SOLE 503,984 0 0
DIAMONDBACK ENERGY INC COM 25278X109 1,757,273 9,997 SH SOLE 9,997 0 0
DT MIDSTREAM INC COMMON STOCK 23345M107 1,223,958 8,341 SH SOLE 8,341 0 0
ENPHASE ENERGY INC COM 29355A107 32,665,274 663,389 SH SOLE 663,389 0 0
EXPAND ENERGY CORPORATION COM 165167735 40,075,816 439,476 SH SOLE 439,476 0 0
GULFPORT ENERGY CORP COMMON SHARES 402635502 60,734,442 357,893 SH SOLE 357,893 0 0
HESS MIDSTREAM LP CL A SHS 428103105 387,618 10,309 SH SOLE 10,309 0 0
HF SINCLAIR CORP COM 403949100 895,002 12,850 SH SOLE 12,850 0 0
INTERNATIONAL SEAWAYS INC COM Y41053102 253,436 3,309 SH SOLE 3,309 0 0
KINETIK HOLDINGS INC COM NEW CL A 02215L209 212,986 4,406 SH SOLE 4,406 0 0
NEXTDECADE CORP COM 65342K105 91,536 12,140 SH SOLE 12,140 0 0
NEXTPOWER INC CLASS A COM 65290E101 7,430,524 62,368 SH SOLE 62,368 0 0
PAR PAC HOLDINGS INC COM NEW 69888T207 227,180 4,051 SH SOLE 4,051 0 0
PBF ENERGY INC CL A 69318G106 370,760 8,145 SH SOLE 8,145 0 0
PEABODY ENGR CORP COM 704551100 236,795 10,242 SH SOLE 10,242 0 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105 54,492,956 2,959,965 SH SOLE 2,959,965 0 0
PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207 392,446 16,170 SH SOLE 16,170 0 0
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 6,409,943 647,469 SH SOLE 647,469 0 0
SUNOCOCORP LLC COM SHS LLC 86765Q106 219,048 3,237 SH SOLE 3,237 0 0
TARGA RES CORP COM 87612G101 4,709,879 17,565 SH SOLE 17,565 0 0
URANIUM ENERGY CORP COM 916896103 437,764 41,066 SH SOLE 41,066 0 0