The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
ANTERO RESOURCES CORP | COM | 03674X106 | 127,502 | 4,176,294 | SH | SOLE | 4,176,294 | 0 | 0 | ||
ARRAY TECHNOLOGIES INC | COM SHS | 04271T100 | 11,540 | 1,023,958 | SH | SOLE | 1,023,958 | 0 | 0 | ||
CANADIAN NAT RES LTD | COM | 136385101 | 5,142 | 82,965 | SH | SOLE | 82,965 | 0 | 0 | ||
CANADIAN SOLAR INC | COM | 136635109 | 5,127 | 145,000 | SH | SOLE | 145,000 | 0 | 0 | ||
CENTURY ALUM CO | COM | 156431108 | 22,409 | 851,713 | SH | SOLE | 851,713 | 0 | 0 | ||
CHESAPEAKE ENERGY CORP | COM | 165167735 | 55,893 | 765,130 | SH | SOLE | 765,130 | 0 | 0 | ||
CONSOL ENERGY INC NEW | COM | 20854L108 | 12,574 | 334,138 | SH | SOLE | 334,138 | 0 | 0 | ||
COTERRA ENERGY INC | COM | 127097103 | 17,200 | 637,734 | SH | SOLE | 637,734 | 0 | 0 | ||
CVR ENERGY INC | COM | 12662P108 | 24,939 | 976,483 | SH | SOLE | 976,483 | 0 | 0 | ||
ENERPLUS CORP | COM | 292766102 | 156,660 | 12,340,077 | SH | SOLE | 12,340,077 | 0 | 0 | ||
EQT CORP | COM | 26884L109 | 104,612 | 3,040,150 | SH | SOLE | 3,040,150 | 0 | 0 | ||
EQUITRANS MIDSTREAM CORP | COM | 294600101 | 18,327 | 2,171,402 | SH | SOLE | 2,171,402 | 0 | 0 | ||
FLUOR CORP NEW | COM | 343412102 | 12,078 | 420,967 | SH | SOLE | 420,967 | 0 | 0 | ||
FLUOR CORP NEW | COM | 343412102 | 1,725 | 1,000,000 | SH | Call | SOLE | 0 | 0 | 1,000,000 | |
GRAPHIC PACKAGING HLDG CO | COM | 388689101 | 8,409 | 419,609 | SH | SOLE | 419,609 | 0 | 0 | ||
HF SINCLAIR CORPORATION | COM | 403949100 | 20,528 | 515,141 | SH | SOLE | 515,141 | 0 | 0 | ||
KOSMOS ENERGY LTD | COM | 500688106 | 72,918 | 10,141,544 | SH | SOLE | 10,141,544 | 0 | 0 | ||
NOBLE CORP NEW | SHS | G6610J209 | 1,724 | 49,191 | SH | SOLE | 49,191 | 0 | 0 | ||
NRG ENERGY INC | COM NEW | 629377508 | 14,537 | 378,960 | SH | SOLE | 378,960 | 0 | 0 | ||
OASIS PETROLEUM INC | COM NEW | 674215207 | 11,437 | 78,173 | SH | SOLE | 78,173 | 0 | 0 | ||
OCCIDENTAL PETE CORP | COM | 674599105 | 11,778 | 700,000 | SH | Call | SOLE | 0 | 0 | 700,000 | |
OLIN CORP | COM PAR $1 | 680665205 | 24,791 | 474,190 | SH | SOLE | 474,190 | 0 | 0 | ||
OVINTIV INC | COM | 69047Q102 | 9,526 | 176,186 | SH | SOLE | 176,186 | 0 | 0 | ||
PDC ENERGY INC | COM | 69327R101 | 4,511 | 62,069 | SH | SOLE | 62,069 | 0 | 0 | ||
PEABODY ENGR CORP | COM | 704551100 | 61,547 | 2,509,037 | SH | SOLE | 2,509,037 | 0 | 0 | ||
PETROLEO BRASILEIRO SA PETRO | SP ADR NON VTG | 71654V101 | 85,470 | 6,113,707 | SH | SOLE | 6,113,707 | 0 | 0 | ||
RANGE RES CORP | COM | 75281A109 | 94,397 | 3,107,221 | SH | SOLE | 3,107,221 | 0 | 0 | ||
SUNCOR ENERGY INC NEW | COM | 867224107 | 7,439 | 1,365,000 | SH | Call | SOLE | 0 | 0 | 1,365,000 | |
SUNNOVA ENERGY INTL INC. | COM | 86745K104 | 1,950 | 750,000 | SH | Put | SOLE | 0 | 0 | 750,000 | |
TECHNIPFMC PLC | COM | G87110105 | 8,386 | 1,082,000 | SH | SOLE | 1,082,000 | 0 | 0 | ||
TECK RESOURCES LTD | CL B | 878742204 | 48,715 | 1,205,351 | SH | SOLE | 1,205,351 | 0 | 0 | ||
TURQUOISE HILL RES LTD | COM | 900435207 | 79,584 | 2,647,774 | SH | SOLE | 2,647,774 | 0 | 0 | ||
UNITED STATES STL CORP NEW | COM | 912909108 | 93,597 | 2,480,050 | SH | SOLE | 2,480,050 | 0 | 0 | ||
VALERO ENERGY CORP | COM | 91913Y100 | 31,211 | 307,378 | SH | SOLE | 307,378 | 0 | 0 | ||
WARRIOR MET COAL INC | COM | 93627C101 | 48,085 | 1,295,742 | SH | SOLE | 1,295,742 | 0 | 0 | ||
WESTROCK CO | COM | 96145D105 | 18,171 | 386,363 | SH | SOLE | 386,363 | 0 | 0 |