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 |
|
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 | 7,317,018 | 236,109 | SH | SOLE | 236,109 | 0 | 0 | ||
BATH & BODY WORKS INC | COM | 070830104 | 10,392,019 | 246,607 | SH | SOLE | 246,607 | 0 | 0 | ||
CHENIERE ENERGY INC | COM NEW | 16411R208 | 9,339,809 | 62,282 | SH | SOLE | 62,282 | 0 | 0 | ||
CONSTELLATION ENERGY CORP | COM | 21037T109 | 7,353,713 | 85,300 | SH | SOLE | 85,300 | 0 | 0 | ||
CSX CORP | COM | 126408103 | 6,932,890 | 223,786 | SH | SOLE | 223,786 | 0 | 0 | ||
DENBURY INC | COM | 24790A101 | 12,940,657 | 148,709 | SH | SOLE | 148,709 | 0 | 0 | ||
EQT CORP | COM | 26884L109 | 7,628,936 | 225,508 | SH | SOLE | 225,508 | 0 | 0 | ||
FIRST SOLAR INC | COM | 336433107 | 7,699,206 | 51,400 | SH | SOLE | 51,400 | 0 | 0 | ||
FRONTLINE LTD | SHS NEW | G3682E192 | 2,787,344 | 229,600 | SH | SOLE | 229,600 | 0 | 0 | ||
RH | COM | 74967X103 | 7,594,074 | 28,422 | SH | SOLE | 28,422 | 0 | 0 | ||
RICE ACQUISITION CORP II | UNIT 99/99/9999 | G75529118 | 5,250,000 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
TEMPUR SEALY INTL INC | COM | 88023U101 | 8,810,520 | 256,642 | SH | SOLE | 256,642 | 0 | 0 |