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
ARCBEST CORP COM 03937C105   12,656,979 164,355 SH   DFND 1,2 164,355 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100   16,751,304 2,839,204 SH   DFND 1,2,3 2,839,204 0 0
ATLAS ENERGY SOLUTIONS INC COM NEW 642045108   4,988,989 373,148 SH   DFND 1,2 373,148 0 0
BAKER HUGHES COMPANY CL A 05722G100   22,995,067 599,767 SH   DFND 1,2,3 599,767 0 0
BWX TECHNOLOGIES INC COM 05605H100   36,015,000 250,000 SH   DFND 1,2,3 250,000 0 0
CADELER A S SPON ADR 12738K109   20,027,410 1,007,922 SH   DFND 1,2,3 1,007,922 0 0
CAMECO CORP COM 13321L108   66,781,020 899,650 SH   DFND 1,2,3 899,650 0 0
CENTURY ALUM CO COM 156431108   1,883,721 104,535 SH   DFND 1,2,3 104,535 0 0
COMMERCIAL METALS CO COM 201723103   34,225,066 699,756 SH   DFND 1,2 699,756 0 0
CONSTELLATION ENERGY CORP COM 21037T109   32,276,000 100,000 SH   DFND 1,2,3 100,000 0 0
CONSTELLIUM SE CL A SHS F21107101   71,324,708 5,362,760 SH   DFND 1,2,3 5,362,760 0 0
CSX CORP COM 126408103   79,174,476 2,426,432 SH   DFND 1,2 2,426,432 0 0
DHT HOLDINGS INC SHS NEW Y2065G121   20,529,249 1,899,098 SH   DFND 1,2 1,899,098 0 0
ELDORADO GOLD CORP NEW COM 284902509   20,340,000 1,000,000 SH   DFND 1,2 1,000,000 0 0
ENPHASE ENERGY INC COM 29355A107   107,439,605 2,709,700 SH Put DFND 1,2,3 2,709,700 0 0
EQT CORP COM 26884L109   64,115,783 1,099,379 SH   DFND 1,2 1,099,379 0 0
EXPAND ENERGY CORPORATION COM 165167735   93,510,603 799,646 SH   DFND 1,2 799,646 0 0
FIRST SOLAR INC COM 336433107   49,662,000 300,000 SH Call DFND 1,2,3 300,000 0 0
FIRST SOLAR INC COM 336433107   57,433,772 346,948 SH   DFND 1,2,3 346,948 0 0
FLOWCO HLDGS INC COM CL A 342909108   17,530,401 984,301 SH   DFND 1,2 984,301 0 0
FLUOR CORP NEW COM 343412102   25,635,000 500,000 SH Call DFND 1,2,3 500,000 0 0
FLUOR CORP NEW COM 343412102   107,214,286 2,091,170 SH   DFND 1,2,3 2,091,170 0 0
FRONTLINE PLC COM M46528101   28,446,669 1,733,496 SH   DFND 1,2 1,733,496 0 0
GATX CORP COM 361448103   23,025,401 149,944 SH   DFND 1,2 149,944 0 0
GOLAR LNG LTD SHS G9456A100   48,421,728 1,175,570 SH   DFND 1,2,3 1,175,570 0 0
GRAN TIERRA ENERGY INC COM 38500T200   11,388,919 2,387,614 SH   DFND 1,2 2,387,614 0 0
GREENFIRE RES LTD NEW COM SHS 39525U107   22,065,569 4,947,437 SH   DFND 1,2 4,947,437 0 0
HELIX ENERGY SOLUTIONS GRP I COM 42330P107   23,754,476 3,806,807 SH   DFND 1,2 3,806,807 0 0
HF SINCLAIR CORP COM 403949100   70,436,507 1,714,618 SH   DFND 1,2 1,714,618 0 0
INFINITY NAT RES INC COM CL A 456941103   15,547,076 849,103 SH   DFND 1,2 849,103 0 0
INTERNATIONAL SEAWAYS INC COM Y41053102   14,585,580 399,824 SH   DFND 1,2 399,824 0 0
KIRBY CORP COM 497266106   138,965,583 1,225,338 SH   DFND 1,2 1,225,338 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104   22,115,000 500,000 SH   DFND 1,2 500,000 0 0
KODIAK GAS SVCS INC COM 50012A108   37,345,938 1,089,756 SH   DFND 1,2,3 1,089,756 0 0
MAGNOLIA OIL & GAS CORP CL A 559663109   29,889,655 1,329,611 SH   DFND 1,2 1,329,611 0 0
MATADOR RES CO COM 576485205   37,194,447 779,431 SH   DFND 1,2 779,431 0 0
METHANEX CORP COM 59151K108   37,009,176 1,118,102 SH   DFND 1,2 1,118,102 0 0
NATIONAL ENERGY SERVICES REU SHS G6375R107   55,419,440 9,205,887 SH   DFND 1,2 9,205,887 0 0
NAVIGATOR HLDGS LTD SHS Y62132108   20,336,394 1,437,201 SH   DFND 1,2 1,437,201 0 0
NEXGEN ENERGY LTD COM 65340P106   25,353,092 3,651,140 SH   DFND 1,2,3 3,651,140 0 0
NEXTRACKER INC CLASS A COM 65290E101   158,748,275 2,919,777 SH   DFND 1,2,3 2,919,777 0 0
NORFOLK SOUTHN CORP COM 655844108   25,585,737 99,956 SH   DFND 1,2 99,956 0 0
NRG ENERGY INC COM NEW 629377508   32,103,796 199,924 SH   DFND 1,2,3 199,924 0 0
NUCOR CORP COM 670346105   12,954,000 100,000 SH   DFND 1,2 100,000 0 0
PAR PAC HOLDINGS INC COM NEW 69888T207   34,609,473 1,304,541 SH   DFND 1,2 1,304,541 0 0
PERPETUA RESOURCES CORP COM 714266103   43,805,600 3,608,369 SH   DFND 1,2,3 3,608,369 0 0
PRECISION DRILLING CORP COM NEW 74022D407   26,393,208 557,556 SH   DFND 1,2 557,556 0 0
PRIMORIS SVCS CORP COM 74164F103   45,675,958 586,040 SH   DFND 1,2,3 586,040 0 0
QUANTA SVCS INC COM 74762E102   46,471,325 122,914 SH   DFND 1,2,3 122,914 0 0
RAMACO RES INC COM CL B 75134P501   342,088 41,820 SH   DFND 1,2 41,820 0 0
RAMACO RES INC COM CL A 75134P600   13,140,000 1,000,000 SH   DFND 1,2 1,000,000 0 0
RANGE RES CORP COM 75281A109   36,589,579 899,670 SH   DFND 1,2 899,670 0 0
RANGER ENERGY SVCS INC COM CL A 75282U104   18,068,611 1,513,284 SH   DFND 1,2 1,513,284 0 0
SABLE OFFSHORE CORP COM SHS 78574H104   108,845,466 4,952,023 SH   DFND 1,2 4,952,023 0 0
SCORPIO TANKERS INC SHS Y7542C130   30,890,200 789,425 SH   DFND 1,2 789,425 0 0
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107   56,119,559 13,204,602 SH   DFND 1,2,3 13,204,602 0 0
SOLARIS ENERGY INFRAS INC COM CL A 83418M103   102,612,300 3,627,158 SH   DFND 1,2,3 3,627,158 0 0
T1 ENERGY INC *W EXP 07/09/202 35834F112   52,431 355,465 SH   DFND 1,2 355,465 0 0
T1 ENERGY INC COM NEW 35834F104   16,559,820 13,463,268 SH   DFND 1,2,3 13,463,268 0 0
TENARIS S A SPONSORED ADS 88031M109   64,806,009 1,732,781 SH   DFND 1,2 1,732,781 0 0
TRANSPORTADORA DE GAS SUR SPONSORED ADS B 893870204   25,900,000 1,000,000 SH   DFND 1,2,3 1,000,000 0 0
URANIUM ENERGY CORP COM 916896103   28,399,819 4,176,444 SH   DFND 1,2,3 4,176,444 0 0
VISTA ENERGY S.A.B. DE C.V. SPONSORED ADS 92837L109   36,615,289 765,850 SH   DFND 1,2 765,850 0 0
VISTRA CORP COM 92840M102   72,678,750 375,000 SH   DFND 1,2,3 375,000 0 0
VISTRA CORP COM 92840M102   77,524,000 400,000 SH Call DFND 1,2,3 400,000 0 0