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 |
AES CORP | COM | 00130H105 | 36,448 | 1,550,990 | SH | SOLE | 1,550,990 | 0 | 0 | ||
APACHE CORP | COM | 037411105 | 10,790 | 760,364 | SH | SOLE | 760,364 | 0 | 0 | ||
ANTERO RESOURCES CORP | COM | 03674X106 | 5,881 | 1,079,017 | SH | SOLE | 1,079,017 | 0 | 0 | ||
BUNGE LTD | COM | G16962105 | 24,372 | 371,631 | SH | SOLE | 371,631 | 0 | 0 | ||
BAKER HUGHES | COM | 05722G100 | 11,611 | 556,882 | SH | SOLE | 556,882 | 0 | 0 | ||
CHAMPIONX CORP | COM | 15872M104 | 15,332 | 1,002,114 | SH | SOLE | 1,002,114 | 0 | 0 | ||
CLEAN ENERGY FUELS CORP | COM | 184499101 | 1,965 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
CANADIAN NATURAL RESOURCES | COM | 136385101 | 27,059 | 1,125,104 | SH | SOLE | 1,125,104 | 0 | 0 | ||
DARLING INGREDIENTS INC | COM | 237266101 | 32,704 | 566,983 | SH | SOLE | 566,983 | 0 | 0 | ||
ENPHASE ENERGY INC | COM | 29355A107 | 9,897 | 56,401 | SH | SOLE | 56,401 | 0 | 0 | ||
EQT CORP | COM | 26884L109 | 15,382 | 1,210,245 | SH | SOLE | 1,210,245 | 0 | 0 | ||
FREEPORT-MCMORAN INC | COM | 35671D857 | 3,810 | 146,407 | SH | SOLE | 146,407 | 0 | 0 | ||
CHART INDUSTRIES INC | COM | 16115Q308 | 8,395 | 71,268 | SH | SOLE | 71,268 | 0 | 0 | ||
HESS CORP | COM | 42809H107 | 12,992 | 246,110 | SH | SOLE | 246,110 | 0 | 0 | ||
IGO LTD | COM | 45344R100 | 2,459 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
LUNDIN ENERGY AB | COM | 55037R200 | 12,148 | 449,630 | SH | SOLE | 449,630 | 0 | 0 | ||
SUNNOVA ENERGY INTERNATIONAL | COM | 86745K104 | 34,869 | 772,628 | SH | SOLE | 772,628 | 0 | 0 | ||
OVINTIV INC | COM | 69047Q102 | 2,154 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
PLAINS GP HOLDINGS LP-CL A | COM | 72651A207 | 8,545 | 1,011,221 | SH | SOLE | 1,011,221 | 0 | 0 | ||
PARSLEY ENERGY INC-CLASS A | COM | 701877102 | 24,969 | 1,758,410 | SH | SOLE | 1,758,410 | 0 | 0 | ||
QUANTA SERVICES INC | COM | 74762E102 | 13,600 | 188,832 | SH | SOLE | 188,832 | 0 | 0 | ||
PIONEER NATURAL RESOURCES CO | COM | 723787107 | 23,937 | 210,174 | SH | SOLE | 210,174 | 0 | 0 | ||
ROYAL DUTCH SHELL-SPON ADR-A ADR | COM | 780259206 | 11,575 | 329,394 | SH | SOLE | 329,394 | 0 | 0 | ||
SWITCHBACK ENERGY ACQUISIT-A | COM | 87105M102 | 2,379 | 59,348 | SH | SOLE | 59,348 | 0 | 0 | ||
STAR PEAK ENERGY TRANSIT- A | COM | 855185104 | 9,388 | 458,846 | SH | SOLE | 458,846 | 0 | 0 | ||
TOURMALINE OIL CORP | COM | 89156V106 | 23,187 | 1,720,098 | SH | SOLE | 1,720,098 | 0 | 0 | ||
TPG PACE BENEFICIAL FIN-CL A | COM | G8990D125 | 6,597 | 255,000 | SH | SOLE | 255,000 | 0 | 0 | ||
VALERO ENERGY CORP | COM | 91913Y100 | 4,513 | 79,772 | SH | SOLE | 79,772 | 0 | 0 | ||
WHITING PETROLEUM CORP | COM | 966387508 | 2,970 | 118,783 | SH | SOLE | 118,783 | 0 | 0 | ||
CIMAREX ENERGY CO | COM | 171798101 | 26,362 | 702,803 | SH | SOLE | 702,803 | 0 | 0 |