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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALGOMA STL GROUP INC COM 015658107   866,659 102,080 SH   SOLE 0 102,080 0 0
AMAZON COM INC COM 023135106   4,202,854 23,300 SH   DFND 1 0 23,300 0
ANTERO RESOURCES CORP COM 03674X106   1,102,000 38,000 SH   DFND 1 0 38,000 0
ARCH RESOURCES INC CL A 03940R107   5,100,098 31,719 SH   SOLE 0 31,719 0 0
BITE ACQUISITION CORP *W EXP 02/12/203 09175K113   21,700 310,000 SH Call SOLE 0 310,000 0 0
BOREALIS FOODS INC *W EXP 02/07/202 09973D113   70,000 500,000 SH Call SOLE 0 500,000 0 0
BP PLC SPONSORED ADR 055622104   1,507,200 40,000 SH   SOLE 0 40,000 0 0
CANADIAN NAT RES LTD COM 136385101   822,958 10,783 SH   SOLE 0 10,783 0 0
CENOVUS ENERGY INC COM 15135U109   12,486,773 624,651 SH   SOLE 0 624,651 0 0
CENTERRA GOLD INC COM 152006102   2,901,219 490,900 SH   SOLE 0 490,900 0 0
CHESAPEAKE ENERGY CORP COM 165167735   16,877,700 190,000 SH   SOLE 0 190,000 0 0
CLEAN ENERGY SPL SITUATIONS *W EXP 12/01/202 85205U115   14,850 742,500 SH Call SOLE 0 742,500 0 0
CONSTELLATION ENERGY CORP COM 21037T109   3,156,030 27,000 SH   SOLE 0 27,000 0 0
CRESCENT PT ENERGY CORP COM 22576C101   14,123,220 1,724,447 SH   SOLE 0 1,724,447 0 0
EATON CORP PLC SHS G29183103   3,315,346 10,603 SH   SOLE 0 10,603 0 0
ENERFLEX LTD COM 29269R105   1,457,500 250,000 SH   SOLE 0 250,000 0 0
FINNOVATE ACQUISITION CORP *W EXP 09/30/202 G3R34K111   7,500 375,000 SH Call SOLE 0 375,000 0 0
GLOBAL PARTNERS LP COM UNITS 37946R109   31,424,590 708,080 SH   SOLE 0 708,080 0 0
GOAL ACQUISITIONS CORP *W EXP 02/11/202 38021H115   11,000 1,100,000 SH Call SOLE 0 1,100,000 0 0
GRIID INFRASTRUCTURE INC *W EXP 12/29/202 398501114   22,575 375,000 SH   SOLE 0 375,000 0 0
GULFPORT ENERGY CORP COMMON SHARES 402635502   1,681,260 10,500 SH   DFND 1 0 10,500 0
HUDBAY MINERALS INC COM 443628102   1,131,382 161,626 SH   SOLE 0 161,626 0 0
LITHIUM AMERICAS ARGENTINA C COM SHS 53681K100   4,791,251 888,915 SH   SOLE 0 888,915 0 0
MARATHON OIL CORP COM 565849106   5,838,040 206,000 SH   SOLE 0 206,000 0 0
META PLATFORMS INC CL A 30303M102   2,306,505 4,750 SH   DFND 1 0 4,750 0
MOOLEC SCIENCE SA *W EXP 12/30/202 L64875112   12,372 412,400 SH Call SOLE 0 412,400 0 0
MORINGA ACQUISITION CORP *W EXP 02/22/202 G6S23K124   15,000 187,500 SH Call SOLE 0 187,500 0 0
NABORS INDUSTRIES LTD SHS G6359F137   3,445,200 40,000 SH   SOLE 0 40,000 0 0
NET POWER INC *W EXP 06/08/202 64107A113   268,250 92,500 SH Call DFND 1 0 92,500 0
NEWBURY STREET ACQUISITN COR *W EXP 04/30/202 65101L112   14,500 362,500 SH Call SOLE 0 362,500 0 0
NEXGEN ENERGY LTD COM 65340P106   582,750 75,000 SH   SOLE 0 75,000 0 0
NEXTERA ENERGY INC COM 65339F101   1,917,300 30,000 SH   SOLE 0 30,000 0 0
NOBLE CORP PLC ORD SHS A G65431127   12,486,223 257,501 SH   SOLE 0 257,501 0 0
O-I GLASS INC COM 67098H104   4,910,640 296,000 SH   SOLE 0 296,000 0 0
OUSTER INC *W EXP 03/11/202 68989M111   12,155 147,340 SH Call DFND 1 0 147,340 0
PATTERSON-UTI ENERGY INC COM 703481101   16,914,204 1,416,600 SH   SOLE 0 1,416,600 0 0
PEGASUS DIGITAL MOBILITY ACQ CL A ORD SHS G69768102   4,739,060 422,000 SH   SOLE 0 422,000 0 0
PEGASUS DIGITAL MOBILITY ACQ *W EXP 99/99/999 G69768110   503,576 1,325,200 SH Call SOLE 0 1,325,200 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408   605,263 37,900 SH   SOLE 0 37,900 0 0
PG&E ORD COM 69331C108   2,933,000 175,000 SH   SOLE 0 175,000 0 0
PHILLIPS 66 COM 718546104   5,782,236 35,400 SH   DFND 1 0 35,400 0
PRECISION DRILLING CORP COM NEW 74022D407   5,384,342 80,000 SH   SOLE 0 80,000 0 0
PROPETRO HLDG CORP COM 74347M108   3,259,472 403,400 SH   SOLE 0 403,400 0 0
PUBLIC SVC ENTERPRISE GRP IN COM 744573106   13,522,950 202,500 SH   DFND 1 0 157,500 0
RF ACQUISITION CORP *W EXP 05/01/202 74954L112   2,250 225,000 SH Call SOLE 0 225,000 0 0
RF ACQUISITION CORP RIGHT 05/01/2028 74954L120   20,250 225,000 SH   SOLE 0 225,000 0 0
SABLE OFFSHORE CORP *W EXP 99/99/999 78574H112   258,000 100,000 SH   DFND 1 0 100,000 0
SCORPIO TANKERS INC SHS Y7542C130   37,313,181 521,498 SH   SOLE 0 521,498 0 0
SEADRILL 2021 LTD COM G7997W102   14,084,000 280,000 SH   SOLE 0 280,000 0 0
SHELL PLC SPON ADS 780259305   1,351,526 20,160 SH   SOLE 0 20,160 0 0
SOUTHWESTERN ENERGY CO COM 845467109   13,098,240 1,728,000 SH   SOLE 0 1,728,000 0 0
STAR GROUP L P UNIT LTD PARTNR 85512C105   31,294,995 3,123,253 SH   SOLE 0 3,123,253 0 0
TECK RESOURCES LTD CL B 878742204   32,875,487 718,119 SH   SOLE 0 718,119 0 0
VALERO ENERGY CORP COM 91913Y100   6,110,702 35,800 SH   DFND 1 0 35,800 0
VERTIV HOLDINGS CO COM CL A 92537N108   2,450,100 30,000 SH   DFND 1 0 30,000 0
VISTRA CORP COM 92840M102   54,459,335 781,900 SH   DFND 1 236,900 545,000 0