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 |
APA CORPORATION | COM | 03743Q108 | 8,548 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
CALIFORNIA RES CORP | COM STOCK | 13057Q305 | 3,843 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
CHENIERE ENERGY INC | COM NEW | 16411R208 | 14,628 | 88,168 | SH | SOLE | 88,168 | 0 | 0 | ||
CHESAPEAKE ENERGY CORP | COM | 165167735 | 14,132 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
CHORD ENERGY CORPORATION | COM NEW | 674215207 | 96,051 | 702,279 | SH | SOLE | 702,279 | 0 | 0 | ||
COMERA LIFE SCIENCES HLDGS I | *W EXP 03/15/202 | 20037C116 | 4 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
COMSTOCK RES INC | COM | 205768302 | 11,291 | 653,030 | SH | SOLE | 653,030 | 0 | 0 | ||
CRESCENT ENERGY COMPANY | CL A COM | 44952J104 | 8,737 | 648,600 | SH | SOLE | 648,600 | 0 | 0 | ||
DARLING INGREDIENTS INC | COM | 237266101 | 3,308 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
DELEK US HLDGS INC NEW | COM | 24665A103 | 2,714 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
DENBURY INC | COM | 24790A101 | 1,725 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
DEVON ENERGY CORP NEW | COM | 25179M103 | 78,348 | 1,302,977 | SH | SOLE | 1,302,977 | 0 | 0 | ||
DIAMONDBACK ENERGY INC | COM | 25278X109 | 6,023 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
DT MIDSTREAM INC | COMMON STOCK | 23345M107 | 23,878 | 460,171 | SH | SOLE | 460,171 | 0 | 0 | ||
DTE ENERGY CO | COM | 233331107 | 23,093 | 200,719 | SH | SOLE | 200,719 | 0 | 0 | ||
EARTHSTONE ENERGY INC | CL A | 27032D304 | 1,232 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
EAST RES ACQUISITION CO | *W EXP 07/01/202 | 274681113 | 18 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
ENLINK MIDSTREAM LLC | COM UNIT REP LTD | 29336T100 | 31,115 | 3,500,000 | SH | SOLE | 3,500,000 | 0 | 0 | ||
EOG RES INC | COM | 26875P101 | 27,933 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
EQT CORP | COM | 26884L109 | 59,241 | 1,453,775 | SH | SOLE | 1,453,775 | 0 | 0 | ||
EQUITRANS MIDSTREAM CORP | COM | 294600101 | 73,976 | 9,889,906 | SH | SOLE | 9,889,906 | 0 | 0 | ||
EXELON CORP | COM | 30161N101 | 23,413 | 625,000 | SH | SOLE | 625,000 | 0 | 0 | ||
EXXON MOBIL CORP | COM | 30231G102 | 17,462 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
FIRSTENERGY CORP | COM | 337932107 | 66,970 | 1,810,000 | SH | SOLE | 1,810,000 | 0 | 0 | ||
GOLAR LNG LTD | SHS | G9456A100 | 95,945 | 3,850,118 | SH | SOLE | 3,850,118 | 0 | 0 | ||
GULFPORT ENERGY CORP | COMMON SHARES | 402635502 | 49,974 | 566,023 | SH | SOLE | 566,023 | 0 | 0 | ||
HESS CORP | COM | 42809H107 | 77,970 | 715,391 | SH | SOLE | 715,391 | 0 | 0 | ||
HF SINCLAIR CORP | COM | 403949100 | 17,268 | 320,719 | SH | SOLE | 320,719 | 0 | 0 | ||
KINETIK HOLDINGS INC | COM NEW CL A | 02215L209 | 45,373 | 1,392,674 | SH | SOLE | 1,392,674 | 0 | 0 | ||
MAGNOLIA OIL & GAS CORP | CL A | 559663109 | 705 | 35,585 | SH | SOLE | 35,585 | 0 | 0 | ||
MARATHON OIL CORP | COM | 565849106 | 38,386 | 1,700,000 | SH | SOLE | 1,700,000 | 0 | 0 | ||
MARATHON PETE CORP | COM | 56585A102 | 20,363 | 205,000 | SH | SOLE | 205,000 | 0 | 0 | ||
MATADOR RES CO | COM | 576485205 | 48,920 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
MURPHY USA INC | COM | 626755102 | 25,188 | 91,622 | SH | SOLE | 91,622 | 0 | 0 | ||
NEW FORTRESS ENERGY INC | COM CL A | 644393100 | 9,550 | 218,479 | SH | SOLE | 218,479 | 0 | 0 | ||
NEXTERA ENERGY INC | COM | 65339F101 | 23,416 | 298,641 | SH | SOLE | 298,641 | 0 | 0 | ||
NISOURCE INC | COM | 65473P105 | 5,012 | 198,958 | SH | SOLE | 198,958 | 0 | 0 | ||
NORTHWEST PIPE CO | COM | 667746101 | 492 | 17,500 | SH | SOLE | 17,500 | 0 | 0 | ||
OCCIDENTAL PETE CORP | COM | 674599105 | 19,971 | 325,000 | SH | SOLE | 325,000 | 0 | 0 | ||
ONEOK INC NEW | COM | 682680103 | 10,248 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
OVINTIV INC | COM | 69047Q102 | 33,828 | 735,384 | SH | SOLE | 735,384 | 0 | 0 | ||
PDC ENERGY INC | COM | 69327R101 | 58,010 | 1,003,814 | SH | SOLE | 1,003,814 | 0 | 0 | ||
PERMIAN RESOURCES CORP | CLASS A COM | 71424F105 | 8,160 | 1,200,000 | SH | SOLE | 1,200,000 | 0 | 0 | ||
RILEY EXPLORATION PERMIAN IN | COM | 76665T102 | 569 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
RMG ACQUISITION CORP III | UNIT 02/08/2026 | G76088114 | 995 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
SILVERBOW RES INC | COM | 82836G102 | 1,818 | 67,636 | SH | SOLE | 67,636 | 0 | 0 | ||
SM ENERGY CO | COM | 78454L100 | 68,610 | 1,824,241 | SH | SOLE | 1,824,241 | 0 | 0 | ||
SOUTHWESTERN ENERGY CO | COM | 845467109 | 6,120 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
VALERO ENERGY CORP | COM | 91913Y100 | 18,699 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
VERTEX ENERGY INC | COM | 92534K107 | 3,115 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
WILLIAMS COS INC | COM | 969457100 | 20,041 | 700,000 | SH | SOLE | 700,000 | 0 | 0 |