NISOURCE INC COM 65473P105 84616 2660867 SH SOLE None 2660867 0 0 TARGA RES CORP COM 87612G101 80868 1071525 SH SOLE None 1071525 0 0 ENTERGY CORP NEW COM 29364G103 72180 618240 SH SOLE None 618240 0 0 DIAMONDBACK ENERGY INC COM 25278X109 50237 366481 SH SOLE None 366481 0 0 OVINTIV INC COM 69047Q102 47774 883555 SH SOLE None 883555 0 0 CONOCOPHILLIPS COM 20825C104 39826 398262 SH SOLE None 398262 0 0 ARCHAEA ENERGY INC COM CL A 03940F103 34600 1577767 SH SOLE None 1577767 0 0 XCEL ENERGY INC COM 98389B100 33852 469063 SH SOLE None 469063 0 0 PORTLAND GEN ELEC CO COM NEW 736508847 30289 549207 SH SOLE None 549207 0 0 EVERGY INC COM 30034W106 24412 357217 SH SOLE None 357217 0 0 ENERPLUS CORP COM 292766102 23004 1815307 SH SOLE None 1815307 0 0 CENTERPOINT ENERGY INC COM 15189T107 21211 692265 SH SOLE None 692265 0 0 AMEREN CORP COM 023608102 19105 203764 SH SOLE None 203764 0 0 CLEARWAY ENERGY INC CL C 18539C204 17292 473621 SH SOLE None 473621 0 0 PUBLIC SVC ENTERPRISE GRP IN COM 744573106 16376 233948 SH SOLE None 233948 0 0 GREEN PLAINS INC COM 393222104 16211 522752 SH SOLE None 522752 0 0 SM ENERGY CO COM 78454L100 15438 396359 SH SOLE None 396359 0 0 ANTERO RESOURCES CORP COM 03674X106 15267 500060 SH SOLE None 500060 0 0 FIRSTENERGY CORP COM 337932107 14050 306375 SH SOLE None 306375 0 0 KINETIK HOLDINGS INC COM NEW CL A 02215L209 13151 202289 SH SOLE None 202289 0 0 STEM INC COM 85859N102 12582 1142803 SH SOLE None 1142803 0 0 FREYR BATTERY SHS L4135L100 12462 1016515 SH SOLE None 1016515 0 0 DIAMONDHEAD HOLDINGS CORP CL A 25278L105 12292 1255579 SH SOLE None 1255579 0 0 OLIN CORP COM PAR $1 680665205 11290 215949 SH SOLE None 215949 0 0 BP PLC SPONSORED ADR 055622104 11161 379612 SH SOLE None 379612 0 0 ISHARES TR 20 YR TR BD ETF 464287432 11125 84230 SH SOLE None 84230 0 0 THE GROWTH FOR GOOD ACQU COR CLASS A ORD SHS G41522106 10692 1100000 SH SOLE None 1100000 0 0 RICE ACQUISITION CORP II SHS CL A G75529100 10344 1049133 SH SOLE None 1049133 0 0 NATURAL ORDER ACQUISITION CO COM 63889L107 10024 1019737 SH SOLE None 1019737 0 0 TPG PACE BENEFICIAL II CORP COMMON STOCK G89826104 9820 1000000 SH SOLE None 1000000 0 0 FIRST RESERVE SUSTAINABLE GW CLASS A COM 336169107 9680 992864 SH SOLE None 992864 0 0 CHESAPEAKE ENERGY CORP COM 165167735 9297 106858 SH SOLE None 106858 0 0 FORTISTAR SUSTAINABLE SOL CO COM CL A 34962M106 7790 795735 SH SOLE None 795735 0 0 NOG COM 665531109 7507 266308 SH SOLE None 266308 0 0 EXELON CORP COM 30161N101 7316 153598 SH SOLE None 153598 0 0 ENBRIDGE INC COM 29250N105 7182 155924 SH SOLE None 155924 0 0 CLEAN EARTH ACQUISITIONS COR UNIT 12/09/2026 184493203 7028 700000 SH SOLE None 700000 0 0 MARATHON OIL CORP COM 565849106 5767 229671 SH SOLE None 229671 0 0 STELLANTIS N.V SHS N82405106 5735 352465 SH SOLE None 352465 0 0 EXXON MOBIL CORP COM 30231G102 5601 67814 SH SOLE None 67814 0 0 ALGOMA STL GROUP INC COM 015658107 5429 482606 SH SOLE None 482606 0 0 ARCH RESOURCES INC CL A 03940R107 5305 38619 SH SOLE None 38619 0 0 PDC ENERGY INC COM 69327R101 5209 71667 SH SOLE None 71667 0 0 ALLIANT ENERGY CORP COM 018802108 4836 77406 SH SOLE None 77406 0 0 VIPER ENERGY PARTNERS LP COM UNT RP INT 92763M105 4765 161147 SH SOLE None 161147 0 0 SPIRE INC COM 84857L101 4749 66173 SH SOLE None 66173 0 0 CLIMATE REAL IMPACT SLUTINS COM CL A 187171103 4710 481068 SH SOLE None 481068 0 0 NATIONAL ENERGY SERVICES REU SHS G6375R107 4552 541846 SH SOLE None 541846 0 0 ARIS WATER SOLUTIONS INC CLASS A COM 04041L106 4253 233685 SH SOLE None 233685 0 0 MICROSOFT CORP COM 594918104 4135 13412 SH SOLE None 13412 0 0 ISHARES TR IBOXX INV CP ETF 464287242 4071 33664 SH SOLE None 33664 0 0 BLACK MOUNTAIN ACQ CORP CL A COM 09216A108 3972 400000 SH SOLE None 400000 0 0 AM UNT LTD PARTN 03673L103 3771 346909 SH SOLE None 346909 0 0 LI-CYCLE HOLDINGS CORP COMMON SHARES 50202P105 3445 407641 SH SOLE None 407641 0 0 SUSTAINABLE DEVELP ACQU I CO COM CL A 86934L103 3426 350000 SH SOLE None 350000 0 0 BENSON HILL INC COMMON STOCK 082490103 3214 994981 SH SOLE None 994981 0 0 LEGATO MERGER CORP II COM 52473Y104 2976 300000 SH SOLE None 300000 0 0 TECHNIPFMC PLC COM G87110105 2962 382229 SH SOLE None 382229 0 0 TOYOTA MOTOR CORP ADS 892331307 2843 15772 SH SOLE None 15772 0 0 EOG RES INC COM 26875P101 2838 23799 SH SOLE None 23799 0 0 ARRAY TECHNOLOGIES INC COM SHS 04271T100 2812 249540 SH SOLE None 249540 0 0 ENVIVA PARTNERS LP COM UNIT 29414J107 2770 35000 SH SOLE None 35000 0 0 ISHARES S&P GSCI COMMODITY- UNIT BEN INT 46428R107 2711 119710 SH SOLE None 119710 0 0 DT MIDSTREAM INC COMMON STOCK 23345M107 2676 49322 SH SOLE None 49322 0 0 NORTHWEST NAT HLDG CO COM 66765N105 2586 50000 SH SOLE None 50000 0 0 PIVOTAL HOLDINGS CORP CL A SHS G7315C101 2584 261551 SH SOLE None 261551 0 0 RAYTHEON TECHNOLOGIES CORP COM 75513E101 2486 25090 SH SOLE None 25090 0 0 POWER & DIGITAL INFRASTRUCTU CLASS A COM 73919C100 2450 250000 SH SOLE None 250000 0 0 SOCIAL LEVERAGE ACQUISN CORP COM CL A 83363K102 2448 250000 SH SOLE None 250000 0 0 GROUP NINE ACQUISITION CORP COM CL A 39947R104 2338 238790 SH SOLE None 238790 0 0 TECK RESOURCES LTD CL B 878742204 2280 56444 SH SOLE None 56444 0 0 ALLEGHENY TECHNOLOGIES INC COM 01741R102 2175 81041 SH SOLE None 81041 0 0 TALOS ENERGY INC COM 87484T108 1986 125782 SH SOLE None 125782 0 0 BRIGHTHOUSE FINL INC COM 10922N103 1846 35741 SH SOLE None 35741 0 0 CMC MATERIALS INC COM 12571T100 1700 9170 SH SOLE None 9170 0 0 APTIV PLC SHS G6095L109 1674 13983 SH SOLE None 13983 0 0 ROYAL BK CDA COM 780087102 1663 15101 SH SOLE None 15101 0 0 SMUCKER J M CO COM NEW 832696405 1657 12235 SH SOLE None 12235 0 0 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 1638 19037 SH SOLE None 19037 0 0 VANGUARD SCOTTSDALE FDS LG-TERM COR BD 92206C813 1605 17139 SH SOLE None 17139 0 0 UMPQUA HLDGS CORP COM 904214103 1543 81827 SH SOLE None 81827 0 0 WALGREENS BOOTS ALLIANCE INC COM 931427108 1530 34170 SH SOLE None 34170 0 0 LINCOLN NATL CORP IND COM 534187109 1528 23381 SH SOLE None 23381 0 0 HOWARD HUGHES CORP COM 44267D107 1507 14549 SH SOLE None 14549 0 0 DEVON ENERGY CORP NEW COM 25179M103 1494 25263 SH SOLE None 25263 0 0 AUTOLIV INC COM 052800109 1442 18869 SH SOLE None 18869 0 0 GPOR COM NEW 402635304 1442 16053 SH SOLE None 16053 0 0 LEAR CORP COM NEW 521865204 1429 10022 SH SOLE None 10022 0 0 DUPONT DE NEMOURS INC COM 26614N102 1423 19339 SH SOLE None 19339 0 0 EQT CORP COM 26884L109 1404 40811 SH SOLE None 40811 0 0 YAMANA GOLD INC COM 98462Y100 1390 248996 SH SOLE None 248996 0 0 MONDELEZ INTL INC CL A 609207105 1384 22042 SH SOLE None 22042 0 0 CNX RES CORP COM 12653C108 1373 66259 SH SOLE None 66259 0 0 KINROSS GOLD CORP COM 496902404 1339 228004 SH SOLE None 228004 0 0 COMERICA INC COM 200340107 1332 14734 SH SOLE None 14734 0 0 ZIONS BANCORPORATION N A COM 989701107 1314 20047 SH SOLE None 20047 0 0 OASIS PETROLEUM INC COM NEW 674215207 1231 8414 SH SOLE None 8414 0 0 JAWS MUSTANG ACQUISITION COR SHS CL A G50737108 1226 125000 SH SOLE None 125000 0 0 KOHLS CORP COM 500255104 1195 19773 SH SOLE None 19773 0 0 KIMBELL RTY PARTNERS LP UNIT 49435R102 1191 73231 SH SOLE None 73231 0 0 FIRST FINL BANCORP OH COM 320209109 1190 51614 SH SOLE None 51614 0 0 BERRY CORP COM 08579X101 1184 114725 SH SOLE None 114725 0 0 NEWMONT CORP COM 651639106 1183 14894 SH SOLE None 14894 0 0 FIFTH THIRD BANCORP COM 316773100 1177 27338 SH SOLE None 27338 0 0 XEROX HOLDINGS CORP COM NEW 98421M106 1128 55938 SH SOLE None 55938 0 0 NEW FORTRESS ENERGY INC COM CL A 644393100 1108 26012 SH SOLE None 26012 0 0 UNUM GROUP COM 91529Y106 1006 31915 SH SOLE None 31915 0 0 LIONS GATE ENTMNT CORP CL A VTG 535919401 983 60498 SH SOLE None 60498 0 0 MARTIN MARIETTA MATLS INC COM 573284106 950 2469 SH SOLE None 2469 0 0 WESCO INTL INC COM 95082P105 906 6959 SH SOLE None 6959 0 0 TRAVEL PLUS LEISURE CO COM 894164102 817 14096 SH SOLE None 14096 0 0 TRITON INTL LTD CL A G9078F107 777 11068 SH SOLE None 11068 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 774 3400 SH SOLE None 3400 0 0 OLD NATL BANCORP IND COM 680033107 770 47005 SH SOLE None 47005 0 0 CONSTELLIUM SE CL A SHS F21107101 753 41838 SH SOLE None 41838 0 0 PROTERRA INC COM 74374T109 700 93106 SH SOLE None 93106 0 0 SCRIPPS E W CO OHIO CL A NEW 811054402 656 31557 SH SOLE None 31557 0 0 CARS COM INC COM 14575E105 588 40777 SH SOLE None 40777 0 0 GRAINGER W W INC COM 384802104 533 1033 SH SOLE None 1033 0 0 JOHNSON & JOHNSON COM 478160104 491 2771 SH SOLE None 2771 0 0 FISKER INC CL A COM STK 33813J106 479 37111 SH SOLE None 37111 0 0 JPMORGAN CHASE & CO COM 46625H100 462 3392 SH SOLE None 3392 0 0 ENERGY VAULT HOLDINGS INC *W EXP 02/11/202 29280W117 433 160381 SH SOLE None 160381 0 0 ABBVIE INC COM 00287Y109 415 2560 SH SOLE None 2560 0 0 COSTCO WHSL CORP NEW COM 22160K105 386 670 SH SOLE None 670 0 0 DIEBOLD NIXDORF INC COM STK 253651103 382 56729 SH SOLE None 56729 0 0 LAM RESEARCH CORP COM 512807108 363 675 SH SOLE None 675 0 0 RESTAURANT BRANDS INTL INC COM 76131D103 346 5929 SH SOLE None 5929 0 0 SP PLUS CORP COM 78469C103 333 10619 SH SOLE None 10619 0 0 COMMSCOPE HLDG CO INC COM 20337X109 313 39690 SH SOLE None 39690 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 305 6750 SH SOLE None 6750 0 0 BLOCK INC CL A 852234103 302 2227 SH SOLE None 2227 0 0 EVGO INC CL A COM 30052F100 295 22968 SH SOLE None 22968 0 0 ABBOTT LABS COM 002824100 284 2400 SH SOLE None 2400 0 0 UNITEDHEALTH GROUP INC COM 91324P102 280 550 SH SOLE None 550 0 0 AURORA INNOVATION INC CLASS A COM 051774107 278 49665 SH SOLE None 49665 0 0 MACYS INC COM 55616P104 272 11153 SH SOLE None 11153 0 0 BIOXCEL THERAPEUTICS INC COM 09075P105 267 12768 SH SOLE None 12768 0 0 AMAZON COM INC COM 023135106 261 80 SH SOLE None 80 0 0 BEST BUY INC COM 086516101 224 2462 SH SOLE None 2462 0 0 NETSCOUT SYS INC COM 64115T104 218 6796 SH SOLE None 6796 0 0 EMERSON ELEC CO COM 291011104 206 2100 SH SOLE None 2100 0 0