The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE

OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8

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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AKAMAI TECHNOLOGIES INC COM 00971T101   2,719,000 25,000 SH   SOLE   25,000 0 0
ALLIANCE RESOURCE PARTNERS L UT LTD PART 01877R108   701,750 35,000 SH   SOLE   35,000 0 0
ANTERO RESOURCES CORP COM 03674X106   17,566,760 1,232,200 SH   DFND 1 1,232,200 0 0
AT&T INC COM 00206R102   968,000 55,000 SH   SOLE   55,000 0 0
ATLANTICA SUSTAINABLE INFR P SHS G0751N103   462,000 25,000 SH   SOLE   25,000 0 0
CENOVUS ENERGY INC COM 15135U109   5,697,150 285,000 SH   SOLE   285,000 0 0
CHENIERE ENERGY INC COM NEW 16411R208   80,991,591 502,180 SH   DFND 1, 2 501,460 0 720
CLEANSPARK INC COM NEW 18452B209   3,817,800 180,000 SH   SOLE   180,000 0 0
CLEARWAY ENERGY INC CL C 18539C204   15,720,100 682,000 SH   DFND 1 682,000 0 0
COMSTOCK RES INC COM 205768302   431,520 46,500 SH   SOLE   46,500 0 0
CONSTELLATION ENERGY CORP COM 21037T109   1,478,800 8,000 SH   SOLE   8,000 0 0
CRESCENT ENERGY COMPANY CL A COM 44952J104   492,601 41,395 SH   SOLE   41,395 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   3,847,080 12,000 SH   SOLE   12,000 0 0
CROWN CASTLE INC COM 22822V101   1,058,300 10,000 SH   SOLE   10,000 0 0
DELEK LOGISTICS PARTNERS LP COM UNT RP INT 24664T103   3,074,250 75,000 SH   SOLE   75,000 0 0
DT MIDSTREAM INC COMMON STOCK 23345M107   42,561,344 696,585 SH   DFND 1, 2 696,100 0 485
ENBRIDGE INC COM 29250N105   20,358,305 562,695 SH   DFND 1, 2 561,550 0 1,145
ENERGY TRANSFER L P COM UT LTD PTN 29273V100   101,654,543 6,462,463 SH   DFND 1, 2 6,454,248 0 8,215
ENLINK MIDSTREAM LLC COM UNIT REP LTD 29336T100   32,020,677 2,347,557 SH   DFND 1, 2 2,343,592 0 3,965
ENTERPRISE PRODS PARTNERS L COM 293792107   51,653,823 1,770,179 SH   DFND 1, 2 1,766,034 0 4,145
EQUITRANS MIDSTREAM CORP COM 294600101   50,461,473 4,040,150 SH   DFND 1, 2 4,034,827 0 5,323
EXCELERATE ENERGY INC CL A COM 30069T101   1,762,200 110,000 SH   SOLE   110,000 0 0
GENESIS ENERGY L P UNIT LTD PARTN 371927104   11,973,015 1,076,710 SH   DFND 1 1,075,380 0 1,330
HESS MIDSTREAM LP CL A SHS 428103105   47,865,024 1,324,800 SH   DFND 1, 2 1,323,955 0 845
ITRON INC COM 465741106   1,572,840 17,000 SH   SOLE   17,000 0 0
JACOBS SOLUTIONS INC COM 46982L108   2,152,220 14,000 SH   SOLE   14,000 0 0
KINDER MORGAN INC DEL COM 49456B101   56,896,090 3,102,295 SH   DFND 1, 2 3,099,555 0 2,740
KINETIK HOLDINGS INC COM NEW CL A 02215L209   13,490,932 338,373 SH   DFND 1 338,373 0 0
MARATHON PETE CORP COM 56585A102   29,880,436 148,290 SH   DFND 1, 2 148,025 0 265
MICROSOFT CORP COM 594918104   2,103,600 5,000 SH   SOLE   5,000 0 0
MPLX LP COM UNIT REP LTD 55336V100   54,323,990 1,307,122 SH   DFND 1, 2 1,304,747 0 2,375
NEW FORTRESS ENERGY INC COM CL A 644393100   5,383,840 176,000 SH   SOLE   176,000 0 0
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106   9,630,563 320,165 SH   DFND 1 319,840 0 325
NXG CUSHING MIDSTREAM ENERGY COM NEW 231631300   150,737 3,656 SH   SOLE   3,656 0 0
ONEOK INC NEW COM 682680103   68,219,299 850,933 SH   DFND 1, 2 849,677 0 1,256
ORMAT TECHNOLOGIES INC COM 686688102   1,323,800 20,000 SH   SOLE   20,000 0 0
OVINTIV INC COM 69047Q102   1,816,500 35,000 SH   SOLE   35,000 0 0
PEMBINA PIPELINE CORP COM 706327103   51,483,489 1,456,805 SH   DFND 1, 2 1,455,095 0 1,710
PHILLIPS 66 COM 718546104   32,710,469 200,260 SH   DFND 1, 2 199,995 0 265
PIONEER NAT RES CO COM 723787107   7,087,500 27,000 SH   SOLE   27,000 0 0
PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105   2,316,163 131,900 SH   DFND 2 125,250 0 6,650
PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207   79,570,000 4,360,000 SH   DFND 1 4,360,000 0 0
PLUG POWER INC COM NEW 72919P202   493,234 143,382 SH   SOLE   143,382 0 0
QUANTA SVCS INC COM 74762E102   2,598,000 10,000 SH   SOLE   10,000 0 0
RANGE RES CORP COM 75281A109   619,740 18,000 SH   SOLE   18,000 0 0
SITIO ROYALTIES CORP CLASS A COM 82983N108   2,027,040 82,000 SH   SOLE   82,000 0 0
TARGA RES CORP COM 87612G101   99,473,998 888,240 SH   DFND 1, 2 886,940 0 1,300
TC ENERGY CORP COM 87807B107   24,427,932 607,660 SH   DFND 1 607,050 0 610
TXO PARTNERS LP COM UNIT 87313P103   5,313,200 296,000 SH   SOLE   296,000 0 0
VALARIS LTD CL A G9460G101   1,204,160 16,000 SH   SOLE   16,000 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   1,468,600 35,000 SH   SOLE   35,000 0 0
VIPER ENERGY INC CL A 927959106   11,116,863 289,050 SH   DFND 2 288,295 0 755
VISTRA CORP COM 92840M102   6,268,500 90,000 SH   SOLE   90,000 0 0
VITAL ENERGY INC COM 516806205   2,206,680 42,000 SH   SOLE   42,000 0 0
WESTERN MIDSTREAM PARTNERS L COM UNIT LP INT 958669103   52,481,399 1,476,270 SH   DFND 1, 2 1,474,435 0 1,835
WILLIAMS COS INC COM 969457100   51,559,376 1,323,053 SH   DFND 1, 2 1,320,927 0 2,126