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 | 10,466 | 406,774 | SH | SOLE | 406,774 | 0 | 0 | ||
ANTERO RESOURCES CORP | COM | 03674X106 | 40,590 | 1,329,526 | SH | SOLE | 1,329,526 | 0 | 0 | ||
ARCHAEA ENERGY INC | COM CL A | 03940F103 | 2,992 | 136,456 | SH | SOLE | 136,456 | 0 | 0 | ||
BLUESCAPE OPPORTUNITIES ACQU | SHS | G1195N105 | 2,076 | 210,526 | SH | SOLE | 210,526 | 0 | 0 | ||
BRIGHAM MINERALS INC | CL A COM | 10918L103 | 19,016 | 744,255 | SH | SOLE | 744,255 | 0 | 0 | ||
CALIFORNIA RES CORP | COM STOCK | 13057Q305 | 11,157 | 249,426 | SH | SOLE | 249,426 | 0 | 0 | ||
CENTENNIAL RESOURCE DEV INC | CL A | 15136A102 | 16,276 | 2,016,800 | SH | SOLE | 2,016,800 | 0 | 0 | ||
CHART INDS INC | COM | 16115Q308 | 17,327 | 100,873 | SH | SOLE | 100,873 | 0 | 0 | ||
CHENIERE ENERGY INC | COM NEW | 16411R208 | 60,859 | 438,943 | SH | SOLE | 438,943 | 0 | 0 | ||
CHESAPEAKE ENERGY CORP | COM | 165167735 | 25,438 | 292,386 | SH | SOLE | 292,386 | 0 | 0 | ||
CIVITAS RESOURCES INC | COM NEW | 17888H103 | 2,892 | 48,435 | SH | SOLE | 48,435 | 0 | 0 | ||
COMSTOCK RES INC | COM | 205768302 | 19,639 | 1,504,941 | SH | SOLE | 1,504,941 | 0 | 0 | ||
CONSTELLATION ENERGY CORP | COM | 21037T109 | 7,146 | 127,035 | SH | SOLE | 127,035 | 0 | 0 | ||
DIAMONDBACK ENERGY INC | COM | 25278X109 | 32,505 | 237,124 | SH | SOLE | 237,124 | 0 | 0 | ||
EAST RES ACQUISITION CO | *W EXP 07/01/202 | 274681113 | 28 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
EAST RES ACQUISITION CO | COM CL A | 274681105 | 2,441 | 246,333 | SH | SOLE | 246,333 | 0 | 0 | ||
EDISON INTL | COM | 281020107 | 1,402 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
ENERPLUS CORP | COM | 292766102 | 9,297 | 732,073 | SH | SOLE | 732,073 | 0 | 0 | ||
ENLINK MIDSTREAM LLC | COM UNIT REP LTD | 29336T100 | 8,476 | 878,369 | SH | SOLE | 878,369 | 0 | 0 | ||
EQT CORP | COM | 26884L109 | 18,719 | 544,005 | SH | SOLE | 544,005 | 0 | 0 | ||
GENERAC HLDGS INC | COM | 368736104 | 4,459 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
GREEN PLAINS INC | COM | 393222104 | 1,133 | 36,526 | SH | SOLE | 36,526 | 0 | 0 | ||
GULFPORT ENERGY CORP | COMMON SHARES | 402635502 | 5,139 | 57,215 | SH | SOLE | 57,215 | 0 | 0 | ||
HERITAGE CRYSTAL CLEAN INC | COM | 42726M106 | 392 | 13,244 | SH | SOLE | 13,244 | 0 | 0 | ||
HESS MIDSTREAM LP | CL A SHS | 428103105 | 17,360 | 578,672 | SH | SOLE | 578,672 | 0 | 0 | ||
KINETIK HOLDINGS INC | COM NEW CL A | 02215L209 | 58,577 | 901,050 | SH | SOLE | 901,050 | 0 | 0 | ||
LAREDO PETROLEUM INC | COM | 516806205 | 2,483 | 31,375 | SH | SOLE | 31,375 | 0 | 0 | ||
MATADOR RES CO | COM | 576485205 | 7,947 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
MDU RES GROUP INC | COM | 552690109 | 1,136 | 42,608 | SH | SOLE | 42,608 | 0 | 0 | ||
MURPHY USA INC | COM | 626755102 | 818 | 4,091 | SH | SOLE | 4,091 | 0 | 0 | ||
MYR GROUP INC DEL | COM | 55405W104 | 2,931 | 31,166 | SH | SOLE | 31,166 | 0 | 0 | ||
NATIONAL FUEL GAS CO | COM | 636180101 | 1,129 | 16,441 | SH | SOLE | 16,441 | 0 | 0 | ||
NEW FORTRESS ENERGY INC | COM CL A | 644393100 | 18,905 | 443,682 | SH | SOLE | 443,682 | 0 | 0 | ||
NORTHWEST NAT HLDG CO | COM | 66765N105 | 6,475 | 125,200 | SH | SOLE | 125,200 | 0 | 0 | ||
NORTHWEST PIPE CO | COM | 667746101 | 445 | 17,500 | SH | SOLE | 17,500 | 0 | 0 | ||
ONEOK INC NEW | COM | 682680103 | 16,759 | 237,275 | SH | SOLE | 237,275 | 0 | 0 | ||
OTR ACQUISITION CORP | *W EXP 11/30/202 | 67113Q113 | 14 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
OVINTIV INC | COM | 69047Q102 | 13,518 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
PINNACLE WEST CAP CORP | COM | 723484101 | 12,705 | 162,672 | SH | SOLE | 162,672 | 0 | 0 | ||
RANGE RES CORP | COM | 75281A109 | 18,615 | 612,727 | SH | SOLE | 612,727 | 0 | 0 | ||
RANGER OIL CORPORATION | CLASS A COM | 70788V102 | 3,189 | 92,353 | SH | SOLE | 92,353 | 0 | 0 | ||
RILEY EXPLORATION PERMIAN IN | COM | 76665T102 | 752 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
RMG ACQUISITION CORP III | UNIT 02/08/2026 | G76088114 | 989 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
SM ENERGY CO | COM | 78454L100 | 24,765 | 635,827 | SH | SOLE | 635,827 | 0 | 0 | ||
SOUTHWEST GAS HLDGS INC | COM | 844895102 | 39,574 | 505,486 | SH | SOLE | 505,486 | 0 | 0 | ||
SOUTHWESTERN ENERGY CO | COM | 845467109 | 2,689 | 375,083 | SH | SOLE | 375,083 | 0 | 0 | ||
TRAVELCENTERS OF AMERICA INC | COM NEW | 89421B109 | 3,930 | 91,482 | SH | SOLE | 91,482 | 0 | 0 | ||
VALERO ENERGY CORP | COM | 91913Y100 | 19,478 | 191,829 | SH | SOLE | 191,829 | 0 | 0 | ||
VERTEX ENERGY INC | COM | 92534K107 | 23,885 | 2,402,902 | SH | SOLE | 2,402,902 | 0 | 0 | ||
WILLIAMS COS INC | COM | 969457100 | 50,880 | 1,522,892 | SH | SOLE | 1,522,892 | 0 | 0 |