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 | 7,174 | 392,465 | SH | SOLE | 392,465 | 0 | 0 | ||
AES CORP | COM | 00130H105 | 47,363 | 2,074,610 | SH | SOLE | 2,074,610 | 0 | 0 | ||
ALBEMARLE CORP | COM | 012653101 | 21,085 | 96,290 | SH | SOLE | 96,290 | 0 | 0 | ||
ANTERO RESOURCES CORP | COM | 03674X106 | 30,205 | 1,605,807 | SH | SOLE | 1,605,807 | 0 | 0 | ||
ANTERO RESOURCES CORP | COM | 03674X106 | 9,405 | 500,000 | SH | Put | SOLE | 500,000 | 0 | 0 | |
APTIV PLC | SHS | G6095L109 | 6,433 | 43,185 | SH | SOLE | 43,185 | 0 | 0 | ||
ARCHAEA ENERGY INC | COM CL A | 03940F103 | 29,734 | 1,569,902 | SH | SOLE | 1,569,902 | 0 | 0 | ||
CALIFORNIA RES CORP | COM STOCK | 13057Q305 | 18,450 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
CENOVUS ENERGY INC | COM | 15135U109 | 26,993 | 2,683,250 | SH | SOLE | 2,683,250 | 0 | 0 | ||
CHAMPIONX CORPORATION | COM | 15872M104 | 5,791 | 258,967 | SH | SOLE | 258,967 | 0 | 0 | ||
CHART INDS INC | COM | 16115Q308 | 617 | 3,229 | SH | SOLE | 3,229 | 0 | 0 | ||
CLEARWAY ENERGY INC | CL C | 18539C204 | 766 | 25,300 | SH | SOLE | 25,300 | 0 | 0 | ||
CONOCOPHILLIPS | COM | 20825C104 | 52,872 | 780,169 | SH | SOLE | 780,169 | 0 | 0 | ||
DARLING INGREDIENTS INC | COM | 237266101 | 32,862 | 457,047 | SH | SOLE | 457,047 | 0 | 0 | ||
DENBURY INC | COM | 24790A101 | 20,034 | 285,179 | SH | SOLE | 285,179 | 0 | 0 | ||
DEVON ENERGY CORP NEW | COM | 25179M103 | 37,074 | 1,044,057 | SH | SOLE | 1,044,057 | 0 | 0 | ||
EQUINOR ASA | SPONSORED ADR | 29446M102 | 20,018 | 785,000 | SH | SOLE | 785,000 | 0 | 0 | ||
EVGO INC | CL A COM | 30052F100 | 4,104 | 503,555 | SH | SOLE | 503,555 | 0 | 0 | ||
EXXON MOBIL CORP | COM | 30231G102 | 21,117 | 359,012 | SH | SOLE | 359,012 | 0 | 0 | ||
GENERAC HLDGS INC | COM | 368736104 | 791 | 1,935 | SH | SOLE | 1,935 | 0 | 0 | ||
MARATHON OIL CORP | COM | 565849106 | 35,542 | 2,600,000 | SH | SOLE | 2,600,000 | 0 | 0 | ||
MPLX LP | COM UNIT REP LTD | 55336V100 | 1,424 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
OVINTIV INC | COM | 69047Q102 | 57,046 | 1,734,961 | SH | SOLE | 1,734,961 | 0 | 0 | ||
PIONEER NAT RES CO | COM | 723787107 | 42,677 | 256,300 | SH | SOLE | 256,300 | 0 | 0 | ||
QUANTA SVCS INC | COM | 74762E102 | 582 | 5,117 | SH | SOLE | 5,117 | 0 | 0 | ||
RICE ACQUISITION CORP II | UNIT 99/99/9999 | G75529118 | 1,814 | 176,104 | SH | SOLE | 176,104 | 0 | 0 | ||
ROYAL DUTCH SHELL PLC | SPONS ADR A | 780259206 | 31,750 | 712,365 | SH | SOLE | 712,365 | 0 | 0 | ||
SCHLUMBERGER LTD | COM STK | 806857108 | 52,018 | 1,754,983 | SH | SOLE | 1,754,983 | 0 | 0 | ||
SUNNOVA ENERGY INTL INC. | COM | 86745K104 | 24,832 | 753,852 | SH | SOLE | 753,852 | 0 | 0 | ||
SUNRUN INC | COM | 86771W105 | 8,564 | 194,627 | SH | SOLE | 194,627 | 0 | 0 | ||
TARGA RES CORP | COM | 87612G101 | 37,973 | 771,660 | SH | SOLE | 771,660 | 0 | 0 | ||
TE CONNECTIVITY LTD | REG SHS | H84989104 | 720 | 5,250 | SH | SOLE | 5,250 | 0 | 0 | ||
VALERO ENERGY CORP | COM | 91913Y100 | 22,681 | 321,397 | SH | SOLE | 321,397 | 0 | 0 |