NISOURCE INC COM 65473P105 93979 3186814 SH SOLE None 3186814 0 0 ENTERGY CORP NEW COM 29364G103 91988 816653 SH SOLE None 816653 0 0 TARGA RES CORP COM 87612G101 89610 1501766 SH SOLE None 1501766 0 0 OVINTIV INC COM 69047Q102 81012 1833268 SH SOLE None 1833268 0 0 CONOCOPHILLIPS COM 20825C104 51285 571039 SH SOLE None 571039 0 0 PORTLAND GEN ELEC CO COM NEW 736508847 41908 867129 SH SOLE None 867129 0 0 DIAMONDBACK ENERGY INC COM 25278X109 33079 273041 SH SOLE None 273041 0 0 SM ENERGY CO COM 78454L100 30072 879564 SH SOLE None 879564 0 0 CENTERPOINT ENERGY INC COM 15189T107 29038 981684 SH SOLE None 981684 0 0 ARCHAEA ENERGY INC COM CL A 03940F103 27841 1792743 SH SOLE None 1792743 0 0 XCEL ENERGY INC COM 98389B100 27138 383525 SH SOLE None 383525 0 0 PDC ENERGY INC COM 69327R101 23358 379120 SH SOLE None 379120 0 0 NORTHERN OIL & GAS INC NEV COM 665531109 21625 856079 SH SOLE None 856079 0 0 AMEREN CORP COM 023608102 21047 232923 SH SOLE None 232923 0 0 CLEARWAY ENERGY INC CL C 18539C204 18268 524345 SH SOLE None 524345 0 0 CHESAPEAKE ENERGY CORP COM 165167735 17252 212725 SH SOLE None 212725 0 0 DTE ENERGY CO COM 233331107 16080 126862 SH SOLE None 126862 0 0 STEM INC COM 85859N102 15780 2203967 SH SOLE None 2203967 0 0 EXELON CORP COM 30161N101 15139 334037 SH SOLE None 334037 0 0 CALLON PETE CO DEL COM 13123X102 14760 376534 SH SOLE None 376534 0 0 EVERGY INC COM 30034W106 13274 203427 SH SOLE None 203427 0 0 DIAMONDHEAD HOLDINGS CORP CL A 25278L105 12342 1255579 SH SOLE None 1255579 0 0 OLIN CORP COM PAR $1 680665205 12290 265565 SH SOLE None 265565 0 0 NEXTERA ENERGY INC COM 65339F101 12115 156399 SH SOLE None 156399 0 0 PEMBINA PIPELINE CORP COM 706327103 11687 330627 SH SOLE None 330627 0 0 THE GROWTH FOR GOOD ACQU COR CLASS A ORD SHS G41522106 10758 1100000 SH SOLE None 1100000 0 0 RICE ACQUISITION CORP II SHS CL A G75529100 10240 1049133 SH SOLE None 1049133 0 0 DOMINION ENERGY INC COM 25746U109 10226 128131 SH SOLE None 128131 0 0 NATURAL ORDER ACQUISITION CO COM 63889L107 10075 1019737 SH SOLE None 1019737 0 0 TPG PACE BENEFICIAL II CORP COMMON STOCK G89826104 9730 1000000 SH SOLE None 1000000 0 0 FIRST RESERVE SUSTAINABLE GW CLASS A COM 336169107 9700 992864 SH SOLE None 992864 0 0 ALLIANT ENERGY CORP COM 018802108 9356 159634 SH SOLE None 159634 0 0 PUBLIC SVC ENTERPRISE GRP IN COM 744573106 8590 135741 SH SOLE None 135741 0 0 FORTISTAR SUSTAINABLE SOL CO COM CL A 34962M106 7806 795735 SH SOLE None 795735 0 0 FREYR BATTERY SHS L4135L100 7502 1096852 SH SOLE None 1096852 0 0 ENERPLUS CORP COM 292766102 7377 558252 SH SOLE None 558252 0 0 CLEAN EARTH ACQUISITIONS COR UNIT 12/09/2026 184493203 7014 700000 SH SOLE None 700000 0 0 PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207 6616 641113 SH SOLE None 641113 0 0 GREEN PLAINS INC COM 393222104 6575 242008 SH SOLE None 242008 0 0 OASIS PETROLEUM INC COM NEW 674215207 6567 53986 SH SOLE None 53986 0 0 SOUTHWESTERN ENERGY CO COM 845467109 5940 950340 SH SOLE None 950340 0 0 VALERO ENERGY CORP COM 91913Y100 5749 54093 SH SOLE None 54093 0 0 WILLIAMS COS INC COM 969457100 5293 169597 SH SOLE None 169597 0 0 SPIRE INC COM 84857L101 5011 67378 SH SOLE None 67378 0 0 CLIMATE REAL IMPACT SLUTINS COM CL A 187171103 4729 481068 SH SOLE None 481068 0 0 PINNACLE WEST CAP CORP COM 723484101 4387 60000 SH SOLE None 60000 0 0 BENSON HILL INC COMMON STOCK 082490103 4205 1534518 SH SOLE None 1534518 0 0 ALGOMA STL GROUP INC COM 015658107 4116 458335 SH SOLE None 458335 0 0 STELLANTIS N.V SHS N82405106 4046 327380 SH SOLE None 327380 0 0 BLACK MOUNTAIN ACQ CORP CL A COM 09216A108 3980 400000 SH SOLE None 400000 0 0 FIRSTENERGY CORP COM 337932107 3962 103210 SH SOLE None 103210 0 0 EQT CORP COM 26884L109 3898 113300 SH SOLE None 113300 0 0 NATIONAL ENERGY SERVICES REU SHS G6375R107 3674 541846 SH SOLE None 541846 0 0 DELEK US HLDGS INC NEW COM 24665A103 3542 137073 SH SOLE None 137073 0 0 MICROSOFT CORP COM 594918104 3445 13412 SH SOLE None 13412 0 0 SUSTAINABLE DEVELP ACQU I CO COM CL A 86934L103 3444 350000 SH SOLE None 350000 0 0 LEGATO MERGER CORP II COM 52473Y104 2976 300000 SH SOLE None 300000 0 0 ANTERO MIDSTREAM PARTNERS LP UNT LTD PARTN 03673L103 2974 328617 SH SOLE None 328617 0 0 HF SINCLAIR CORP COM 403949100 2960 65537 SH SOLE None 65537 0 0 LI-CYCLE HOLDINGS CORP COMMON SHARES 50202P105 2805 407641 SH SOLE None 407641 0 0 APTIV PLC SHS G6095L109 2793 31352 SH SOLE None 31352 0 0 TOYOTA MOTOR CORP ADS 892331307 2472 16037 SH SOLE None 16037 0 0 SOCIAL LEVERAGE ACQUISN CORP COM CL A 83363K102 2458 250000 SH SOLE None 250000 0 0 POWER & DIGITAL INFRASTRUCTU CLASS A COM 73919C100 2455 250000 SH SOLE None 250000 0 0 GROUP NINE ACQUISITION CORP COM CL A 39947R104 2348 238790 SH SOLE None 238790 0 0 AUTOLIV INC COM 052800109 2001 27959 SH SOLE None 27959 0 0 NXP SEMICONDUCTORS N V COM N6596X109 1662 11227 SH SOLE None 11227 0 0 RIVIAN AUTOMOTIVE INC COM CL A 76954A103 1619 62916 SH SOLE None 62916 0 0 LIBERTY ENERGY INC COM CL A 53115L104 1610 126144 SH SOLE None 126144 0 0 SELECT SECTOR SPDR TR PUT 81369Y956 1503 7250 SH Put SOLE None 7250 0 0 PROPETRO HLDG CORP COM 74347M108 1348 134831 SH SOLE None 134831 0 0 NIO INC SPON ADS 62914V106 1331 61294 SH SOLE None 61294 0 0 LEAR CORP COM NEW 521865204 1310 10408 SH SOLE None 10408 0 0 JAWS MUSTANG ACQUISITION COR SHS CL A G50737108 1229 125000 SH SOLE None 125000 0 0 HALLIBURTON CO COM 406216101 1185 37787 SH SOLE None 37787 0 0 VANGUARD SCOTTSDALE FDS LG-TERM COR BD 92206C813 1028 12679 SH SOLE None 12679 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 714 3400 SH SOLE None 3400 0 0 SELECT SECTOR SPDR TR CALL 81369Y906 698 12500 SH Call SOLE None 12500 0 0 AURORA INNOVATION INC CLASS A COM 051774107 623 325989 SH SOLE None 325989 0 0 JOHNSON & JOHNSON COM 478160104 492 2771 SH SOLE None 2771 0 0 ABBVIE INC COM 00287Y109 392 2560 SH SOLE None 2560 0 0 JPMORGAN CHASE & CO COM 46625H100 382 3392 SH SOLE None 3392 0 0 COSTCO WHSL CORP NEW COM 22160K105 321 670 SH SOLE None 670 0 0 LAM RESEARCH CORP COM 512807108 288 675 SH SOLE None 675 0 0 SPDR SER TR CALL 78468R906 285 3500 SH Call SOLE None 3500 0 0 UNITEDHEALTH GROUP INC COM 91324P102 282 550 SH SOLE None 550 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 271 6750 SH SOLE None 6750 0 0 ABBOTT LABS COM 002824100 261 2400 SH SOLE None 2400 0 0 ENERGY VAULT HOLDINGS INC *W EXP 02/11/202 29280W117 242 160381 SH SOLE None 160381 0 0