ENTERGY CORP NEW COM 29364G103 120351150 1069788 SH SOLE None 1069788 0 0 NISOURCE INC COM 65473P105 109756337 4002784 SH SOLE None 4002784 0 0 DTE ENERGY CO COM 233331107 87211491 742036 SH SOLE None 742036 0 0 OVINTIV INC COM 69047Q102 65752969 1296647 SH SOLE None 1296647 0 0 TARGA RES CORP COM 87612G101 59962182 815812 SH SOLE None 815812 0 0 DIAMONDBACK ENERGY INC COM 25278X109 55524063 405937 SH SOLE None 405937 0 0 PORTLAND GEN ELEC CO COM NEW 736508847 38662862 789038 SH SOLE None 789038 0 0 EXELON CORP COM 30161N101 37386298 864823 SH SOLE None 864823 0 0 CLEARWAY ENERGY INC CL C 18539C204 34873174 1094232 SH SOLE None 1094232 0 0 EVERGY INC COM 30034W106 31207176 495903 SH SOLE None 495903 0 0 PEMBINA PIPELINE CORP COM 706327103 29606814 872293 SH SOLE None 872293 0 0 AMEREN CORP COM 023608102 28652069 322223 SH SOLE None 322223 0 0 CMS ENERGY CORP COM 125896100 25438268 401678 SH SOLE None 401678 0 0 FIRSTENERGY CORP COM 337932107 24649354 587729 SH SOLE None 587729 0 0 PPL CORP COM 69351T106 24252600 830000 SH SOLE None 830000 0 0 NORTHERN OIL & GAS INC NEV COM 665531109 23920142 776124 SH SOLE None 776124 0 0 NEW FORTRESS ENERGY INC COM CL A 644393100 22830953 538212 SH SOLE None 538212 0 0 SOUTHWESTERN ENERGY CO COM 845467109 22768036 3891972 SH SOLE None 3891972 0 0 XCEL ENERGY INC COM 98389B100 22185959 316445 SH SOLE None 316445 0 0 SM ENERGY CO COM 78454L100 21091585 605558 SH SOLE None 605558 0 0 CHORD ENERGY CORPORATION COM NEW 674215207 17178411 125564 SH SOLE None 125564 0 0 CONOCOPHILLIPS COM 20825C104 16467844 139558 SH SOLE None 139558 0 0 CHESAPEAKE ENERGY CORP COM 165167735 15160729 160652 SH SOLE None 160652 0 0 PDC ENERGY INC COM 69327R101 14076753 221751 SH SOLE None 221751 0 0 STEM INC COM 85859N102 13333134 1491402 SH SOLE None 1491402 0 0 OCCIDENTAL PETE CORP COM 674599105 13243648 210250 SH SOLE None 210250 0 0 EQT CORP COM 26884L109 12891395 381064 SH SOLE None 381064 0 0 FREYR BATTERY SHS L4135L100 12366422 1424703 SH SOLE None 1424703 0 0 LINDE PLC SHS G5494J103 11733673 35973 SH SOLE None 35973 0 0 STELLANTIS N.V SHS N82405106 11444959 805983 SH SOLE None 805983 0 0 PUBLIC SVC ENTERPRISE GRP IN COM 744573106 10755091 175536 SH SOLE None 175536 0 0 RICE ACQUISITION CORP II SHS CL A G75529100 10748948 1056927 SH SOLE None 1056927 0 0 CIVITAS RESOURCES INC COM NEW 17888H103 9941194 171607 SH SOLE None 171607 0 0 DEVON ENERGY CORP NEW COM 25179M103 9880720 160636 SH SOLE None 160636 0 0 CLEAN ENERGY FUELS CORP COM 184499101 9836601 1891654 SH SOLE None 1891654 0 0 CENTERPOINT ENERGY INC COM 15189T107 8998769 300059 SH SOLE None 300059 0 0 MURPHY OIL CORP COM 626717102 8935586 207756 SH SOLE None 207756 0 0 TRANSCANADA CORP COM 89353D107 8006736 200859 SH SOLE None 200859 0 0 OLIN CORP COM PAR $1 680665205 7990446 150934 SH SOLE None 150934 0 0 VISTEON CORP COM NEW 92839U206 7259888 55491 SH SOLE None 55491 0 0 MATADOR RES CO COM 576485205 6579395 114944 SH SOLE None 114944 0 0 LEAR CORP COM NEW 521865204 6394347 51559 SH SOLE None 51559 0 0 AUTOLIV INC COM 052800109 5756136 75165 SH SOLE None 75165 0 0 TPG PACE BENEFICIAL II CORP COMMON STOCK G89826104 5747183 584955 SH SOLE None 584955 0 0 PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207 5449989 438102 SH SOLE None 438102 0 0 SPIRE INC COM 84857L101 4887545 70978 SH SOLE None 70978 0 0 RPM INTL INC COM 749685103 4562024 46814 SH SOLE None 46814 0 0 CENOVUS ENERGY INC COM 15135U109 4304722 221889 SH SOLE None 221889 0 0 TOYOTA MOTOR CORP ADS 892331307 4140423 30315 SH SOLE None 30315 0 0 NATIONAL ENERGY SERVICES REU SHS G6375R107 4029982 580689 SH SOLE None 580689 0 0 PINNACLE WEST CAP CORP COM 723484101 3866558 50849 SH SOLE None 50849 0 0 BLOOM ENERGY CORP COM CL A 093712107 3505614 183348 SH SOLE None 183348 0 0 MICROSOFT CORP COM 594918104 3216466 13412 SH SOLE None 13412 0 0 AXALTA COATING SYS LTD COM G0750C108 2961219 116263 SH SOLE None 116263 0 0 ALGOMA STL GROUP INC COM 015658107 2886456 455277 SH SOLE None 455277 0 0 CANADIAN NAT RES LTD COM 136385101 2441551 43970 SH SOLE None 43970 0 0 GREEN PLAINS INC COM 393222104 2433839 79798 SH SOLE None 79798 0 0 NXP SEMICONDUCTORS N V COM N6596X109 2424180 15340 SH SOLE None 15340 0 0 DT MIDSTREAM INC COMMON STOCK 23345M107 2423262 43852 SH SOLE None 43852 0 0 FIRST RESERVE SUSTAINABLE GW CLASS A COM 336169107 2398191 238626 SH SOLE None 238626 0 0 AMERICAN AXLE & MFG HLDGS IN COM 024061103 1802127 230451 SH SOLE None 230451 0 0 DIAMOND OFFSHORE DRILLING IN COM 25271C201 1769539 170148 SH SOLE None 170148 0 0 ALLIANT ENERGY CORP COM 018802108 1615334 29258 SH SOLE None 29258 0 0 ALGONQUIN PWR UTILS CORP COM 015857105 1315609 201400 SH SOLE None 201400 0 0 RIVIAN AUTOMOTIVE INC COM CL A 76954A103 1076588 58415 SH SOLE None 58415 0 0 TRANSOCEAN LTD REG SHS H8817H100 884708 194015 SH SOLE None 194015 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 812124 3400 SH SOLE None 3400 0 0 HELMERICH & PAYNE INC COM 423452101 752373 15178 SH SOLE None 15178 0 0 JOHNSON & JOHNSON COM 478160104 489497 2771 SH SOLE None 2771 0 0 AURORA INNOVATION INC CLASS A COM 051774107 482864 399061 SH SOLE None 399061 0 0 JPMORGAN CHASE & CO COM 46625H100 454867 3392 SH SOLE None 3392 0 0 ABBVIE INC COM 00287Y109 413722 2560 SH SOLE None 2560 0 0 LI-CYCLE HOLDINGS CORP COMMON SHARES 50202P105 370457 77827 SH SOLE None 77827 0 0 COSTCO WHSL CORP NEW COM 22160K105 305855 670 SH SOLE None 670 0 0 UNITEDHEALTH GROUP INC COM 91324P102 291599 550 SH SOLE None 550 0 0 LAM RESEARCH CORP COM 512807108 283703 675 SH SOLE None 675 0 0 ABBOTT LABS COM 002824100 263496 2400 SH SOLE None 2400 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 255825 6750 SH SOLE None 6750 0 0 RICE ACQUISITION CORP II *W EXP 99/99/999 G75529126 205729 164583 SH SOLE None 164583 0 0 CINTAS CORP COM 172908105 203229 450 SH SOLE None 450 0 0 EMERSON ELEC CO COM 291011104 201726 2100 SH SOLE None 2100 0 0