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 |
AEMETIS INC | COM NEW | 00770K202 | 5,639 | 229,963 | SH | SOLE | 229,963 | 0 | 0 | ||
AES CORP | COM | 00130H105 | 23,355 | 871,119 | SH | SOLE | 871,119 | 0 | 0 | ||
ANTERO RESOURCES CORP | COM | 03674X106 | 10,273 | 1,007,193 | SH | SOLE | 1,007,193 | 0 | 0 | ||
APA CORPORATION | COM | 03743Q108 | 16,930 | 945,798 | SH | SOLE | 945,798 | 0 | 0 | ||
ARRAY TECHNOLOGIES INC | COM SHS | 04271T100 | 15,506 | 520,000 | SH | SOLE | 520,000 | 0 | 0 | ||
BAKER HUGHES COMPANY | CL A | 05722G100 | 15,059 | 696,865 | SH | SOLE | 696,865 | 0 | 0 | ||
BUNGE LIMITED | COM | G16962105 | 4,792 | 60,454 | SH | SOLE | 60,454 | 0 | 0 | ||
CANADIAN NAT RES LTD | COM | 136385101 | 32,668 | 1,058,256 | SH | SOLE | 1,058,256 | 0 | 0 | ||
CHAMPIONX CORPORATION | COM | 15872M104 | 21,597 | 993,869 | SH | SOLE | 993,869 | 0 | 0 | ||
CHENIERE ENERGY INC | COM NEW | 16411R208 | 15,294 | 212,392 | SH | SOLE | 212,392 | 0 | 0 | ||
CHESAPEAKE ENERGY CORP | COM | 165167735 | 20,177 | 465,006 | SH | SOLE | 465,006 | 0 | 0 | ||
CIMAREX ENERGY CO | COM | 171798101 | 40,799 | 686,969 | SH | SOLE | 686,969 | 0 | 0 | ||
CLEAN ENERGY FUELS CORP | COM | 184499101 | 9,896 | 720,262 | SH | SOLE | 720,262 | 0 | 0 | ||
CLIMATE CHANGE CRISIS REAL I | CL A COM | 18716C100 | 10,548 | 769,939 | SH | SOLE | 769,939 | 0 | 0 | ||
CONOCOPHILLIPS | COM | 20825C104 | 4,060 | 76,654 | SH | SOLE | 76,654 | 0 | 0 | ||
DARLING INGREDIENTS INC | COM | 237266101 | 36,967 | 502,402 | SH | SOLE | 502,402 | 0 | 0 | ||
DENBURY INC | COM | 24790A101 | 41,308 | 862,568 | SH | SOLE | 862,568 | 0 | 0 | ||
DEVON ENERGY CORP NEW | COM | 25179M103 | 34,429 | 1,575,709 | SH | SOLE | 1,575,709 | 0 | 0 | ||
ENPHASE ENERGY INC | COM | 29355A107 | 3,750 | 23,128 | SH | SOLE | 23,128 | 0 | 0 | ||
EQT CORP | COM | 26884L109 | 13,089 | 704,461 | SH | SOLE | 704,461 | 0 | 0 | ||
FREEPORT-MCMORAN INC | CL B | 35671D857 | 5,832 | 177,110 | SH | SOLE | 177,110 | 0 | 0 | ||
HESS CORP | COM | 42809H107 | 10,150 | 143,441 | SH | SOLE | 143,441 | 0 | 0 | ||
OVINTIV INC | COM | 69047Q102 | 36,353 | 1,526,152 | SH | SOLE | 1,526,152 | 0 | 0 | ||
PIONEER NAT RES CO | COM | 723787107 | 30,207 | 190,197 | SH | SOLE | 190,197 | 0 | 0 | ||
RICE ACQUISITION CORP | COM CL A | 762594109 | 5,376 | 531,781 | SH | SOLE | 531,781 | 0 | 0 | ||
ROYAL DUTCH SHELL PLC | SPONS ADR A | 780259206 | 20,902 | 533,073 | SH | SOLE | 533,073 | 0 | 0 | ||
SCHLUMBERGER LTD | COM | 806857108 | 34,827 | 1,280,881 | SH | SOLE | 1,280,881 | 0 | 0 | ||
SHOALS TECHNOLOGIES GROUP IN | CL A | 82489W107 | 19,856 | 570,916 | SH | SOLE | 570,916 | 0 | 0 | ||
STAR PEAK CORP II | UNIT 99/99/9999 | 855179206 | 2,760 | 263,770 | SH | SOLE | 263,770 | 0 | 0 | ||
SUNNOVA ENERGY INTL INC. | COM | 86745K104 | 35,574 | 871,484 | SH | SOLE | 871,484 | 0 | 0 | ||
TPG PACE BEN FIN CORP | CL A COM | G8990D125 | 11,480 | 586,329 | SH | SOLE | 586,329 | 0 | 0 | ||
VALERO ENERGY CORP | COM | 91913Y100 | 31,778 | 443,823 | SH | SOLE | 443,823 | 0 | 0 |