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Type	Result	AUM ($BB)

CIK	Period
0001771179
/

Sector	Form 13F Holdings	Cap ($MM)	Value ($MM)
	Hess Corp	35,147.8	74.1
	Silver Run Acquisition Corp		64.1
	Weatherford International PLC	1,653.8	59.3
	Matador Resources Co	6,063.4	53.3
	Conocophillips	123,162.3	45.7
	Southwestern Energy Co	8,226.2	45.4
	Noble Corp PLC	1,793.7	39.1
	TechnipFMC PLC	3,124.8	38.4
	Diamondback Energy Inc	22,791.8	34.3
	Range Resources Corp	7,459.9	30.4
	Devon Energy Corp/DE	39,243.6	22.7
	Ovintiv Inc	12,563.4	20.3
	Exxon Mobil Corp	385,508.3	19.0
	Seadrill Ltd		18.3
	Chesapeake Energy Corp	11,273.7	17.7
	Valero Energy Corp/Tx	47,441.2	16.8
	Canadian Natural Resources Ltd	64,400.5	15.1
	Oceaneering International Inc	1,077.7	14.5
	Oasis Petroleum Inc		13.9
	Frank's International NV	1,338.0	13.2
	Teck Resources Ltd	17,922.2	11.8
	Marathon Oil Corp	17,076.6	11.7
	APA Corp	13,113.3	10.8
	Ferguson Enterprises Inc /DE/	23,954.7	9.3
	Summit Materials Inc	2,776.5	9.2
	AES Corp	14,151.9	9.1
	Cemex SAB de CV	5,759.0	8.8
	Carrier Global Corp	30,528.2	8.8
	FPL Group Inc	150,166.4	8.1
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