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
Estimated average burden
hours per response: 23.8
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
NEW FORTRESS ENERGY INC COM CL A 644393100   59,412,555 2,218,542 SH   SOLE None 2,218,542 0 0
NISOURCE INC COM 65473P105   54,467,771 1,991,509 SH   SOLE None 1,991,509 0 0
ENTERGY CORP NEW COM 29364G103   42,142,125 432,804 SH   SOLE None 432,804 0 0
PORTLAND GEN ELEC CO COM NEW 736508847   40,163,890 857,653 SH   SOLE None 857,653 0 0
EXELON CORP COM 30161N101   35,435,245 869,790 SH   SOLE None 869,790 0 0
TARGA RES CORP COM 87612G101   35,086,514 461,058 SH   SOLE None 461,058 0 0
DIAMONDBACK ENERGY INC COM 25278X109   28,676,282 218,303 SH   SOLE None 218,303 0 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105   27,551,730 2,513,844 SH   SOLE None 2,513,844 0 0
EQT CORP COM 26884L109   26,659,726 648,182 SH   SOLE None 648,182 0 0
PEMBINA PIPELINE CORP COM 706327103   25,975,521 826,165 SH   SOLE None 826,165 0 0
CLEARWAY ENERGY INC CL C 18539C204   25,444,075 890,899 SH   SOLE None 890,899 0 0
TOYOTA MOTOR CORP ADS 892331307   21,873,413 136,071 SH   SOLE None 136,071 0 0
ATLAS ENERGY SOLUTIONS INC COM CLASS A 04930R107   21,532,250 1,240,337 SH   SOLE None 1,240,337 0 0
SPIRE INC COM 84857L101   20,477,290 322,782 SH   SOLE None 322,782 0 0
CENOVUS ENERGY INC COM 15135U109   19,483,260 1,147,424 SH   SOLE None 1,147,424 0 0
KODIAK GAS SVCS INC COM 50012A108   17,864,000 1,100,000 SH   SOLE None 1,100,000 0 0
AMEREN CORP COM 023608102   17,064,538 208,945 SH   SOLE None 208,945 0 0
DTE ENERGY CO COM 233331107   17,063,222 155,092 SH   SOLE None 155,092 0 0
NORTHERN OIL & GAS INC COM 665531307   15,397,290 448,639 SH   SOLE None 448,639 0 0
ALLIANT ENERGY CORP COM 018802108   14,469,681 275,718 SH   SOLE None 275,718 0 0
GENERAL MTRS CO COM 37045V100   14,442,725 374,552 SH   SOLE None 374,552 0 0
MARATHON OIL CORP COM 565849106   12,362,546 537,035 SH   SOLE None 537,035 0 0
SM ENERGY CO COM 78454L100   11,812,477 373,458 SH   SOLE None 373,458 0 0
NXP SEMICONDUCTORS N V COM N6596X109   11,106,551 54,263 SH   SOLE None 54,263 0 0
RANGE RES CORP COM 75281A109   11,071,158 376,570 SH   SOLE None 376,570 0 0
NET POWER INC COM CL A 64107A105   10,801,869 830,913 SH   SOLE None 830,913 0 0
VISTEON CORP COM NEW 92839U206   10,485,971 73,017 SH   SOLE None 73,017 0 0
PDC ENERGY INC COM 69327R101   10,201,476 143,400 SH   SOLE None 143,400 0 0
ADIENT PLC ORD SHS G0084W101   8,878,706 231,699 SH   SOLE None 231,699 0 0
TALOS ENERGY INC COM 87484T108   8,307,672 598,967 SH   SOLE None 598,967 0 0
CENTERPOINT ENERGY INC COM 15189T107   7,931,424 272,090 SH   SOLE None 272,090 0 0
CMS ENERGY CORP COM 125896100   7,507,310 127,784 SH   SOLE None 127,784 0 0
AMERICAN AXLE & MFG HLDGS IN COM 024061103   7,481,886 904,702 SH   SOLE None 904,702 0 0
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102   7,377,505 163,981 SH   SOLE None 163,981 0 0
PINNACLE WEST CAP CORP COM 723484101   7,359,504 90,345 SH   SOLE None 90,345 0 0
COMSTOCK RES INC COM 205768302   7,039,298 606,836 SH   SOLE None 606,836 0 0
ANTERO MIDSTREAM CORP COM 03676B102   6,580,436 567,279 SH   SOLE None 567,279 0 0
CSX CORP COM 126408103   6,431,942 188,620 SH   SOLE None 188,620 0 0
PPL CORP COM 69351T106   6,047,036 228,535 SH   SOLE None 228,535 0 0
CONOCOPHILLIPS COM 20825C104   5,728,286 55,287 SH   SOLE None 55,287 0 0
MAGNOLIA OIL & GAS CORP CL A 559663109   5,611,692 268,502 SH   SOLE None 268,502 0 0
STEM INC COM 85859N102   5,381,233 940,775 SH   SOLE None 940,775 0 0
DT MIDSTREAM INC COMMON STOCK 23345M107   5,347,612 107,880 SH   SOLE None 107,880 0 0
OLIN CORP COM PAR $1 680665205   5,300,005 103,133 SH   SOLE None 103,133 0 0
NORFOLK SOUTHN CORP COM 655844108   5,009,809 22,093 SH   SOLE None 22,093 0 0
PUBLIC SVC ENTERPRISE GRP IN COM 744573106   4,875,566 77,872 SH   SOLE None 77,872 0 0
RPM INTL INC COM 749685103   4,828,102 53,807 SH   SOLE None 53,807 0 0
TESLA INC COM 88160R101   4,788,297 18,292 SH   SOLE None 18,292 0 0
DUPONT DE NEMOURS INC COM 26614N102   4,649,101 65,077 SH   SOLE None 65,077 0 0
MICROSOFT CORP COM 594918104   4,567,322 13,412 SH   SOLE None 13,412 0 0
CF INDS HLDGS INC COM 125269100   4,356,799 62,760 SH   SOLE None 62,760 0 0
PG&E CORP COM 69331C108   4,320,000 250,000 SH   SOLE None 250,000 0 0
ENVIVA PARTNERS LP COM UNIT 29414J107   4,051,488 373,409 SH   SOLE None 373,409 0 0
FREYR BATTERY SHS L4135L100   3,471,590 371,293 SH   SOLE None 371,293 0 0
BORGWARNER INC COM 099724106   3,447,617 70,489 SH   SOLE None 70,489 0 0
CORTEVA INC COM 22052L104   3,229,829 56,367 SH   SOLE None 56,367 0 0
CLEAN ENERGY FUELS CORP COM 184499101   3,219,010 648,994 SH   SOLE None 648,994 0 0
EVERGY INC COM 30034W106   3,120,855 53,421 SH   SOLE None 53,421 0 0
COTERRA ENERGY INC COM 127097103   3,056,569 120,813 SH   SOLE None 120,813 0 0
MURPHY OIL CORP COM 626717102   2,631,938 68,719 SH   SOLE None 68,719 0 0
LEAR CORP COM NEW 521865204   2,472,505 17,224 SH   SOLE None 17,224 0 0
DANA INC COM 235825205   2,330,020 137,060 SH   SOLE None 137,060 0 0
ROCKWELL AUTOMATION INC COM 773903109   2,262,663 6,868 SH   SOLE None 6,868 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103   2,260,212 135,667 SH   SOLE None 135,667 0 0
BEAM GLOBAL COM 07373B109   2,070,000 200,000 SH   SOLE None 200,000 0 0
AURORA INNOVATION INC CLASS A COM 051774107   1,887,021 641,844 SH   SOLE None 641,844 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101   1,841,633 23,139 SH   SOLE None 23,139 0 0
NATIONAL ENERGY SERVICES REU SHS G6375R107   1,776,127 602,077 SH   SOLE None 602,077 0 0
FMC CORP COM NEW 302491303   1,770,545 16,969 SH   SOLE None 16,969 0 0
HARLEY DAVIDSON INC COM 412822108   1,704,833 48,419 SH   SOLE None 48,419 0 0
ALLY FINL INC COM 02005N100   1,664,788 61,636 SH   SOLE None 61,636 0 0
LITHIUM AMERS CORP NEW COM NEW 53680Q207   1,572,560 77,811 SH   SOLE None 77,811 0 0
ALGONQUIN PWR UTILS CORP COM 015857105   1,536,690 186,040 SH   SOLE None 186,040 0 0
OPAL FUELS INC CLASS A COM 68347P103   1,415,617 189,761 SH   SOLE None 189,761 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   1,329,840 3,000 SH   SOLE None 3,000 0 0
MAGNA INTL INC COM 559222401   1,099,790 19,486 SH   SOLE None 19,486 0 0
PIEDMONT LITHIUM INC COM 72016P105   823,637 14,272 SH   SOLE None 14,272 0 0
ALGONQUIN PWR UTILS CORP COM 015857105   672,854 81,400 SH   SOLE None 81,400 0 0
NET POWER INC *W EXP 06/08/202 64107A113   640,167 190,526 SH   SOLE None 190,526 0 0
THE LION ELECTRIC COMPANY COMMON STOCK 536221104   626,343 338,564 SH   SOLE None 338,564 0 0
ALGOMA STL GROUP INC COM 015658107   609,485 85,843 SH   SOLE None 85,843 0 0
AUTOLIV INC COM 052800109   599,277 7,047 SH   SOLE None 7,047 0 0
GOLDEN STAR ACQUISITION CORP UNIT 05/01/2028 G4023C127   520,500 50,000 SH   SOLE None 50,000 0 0
LAM RESEARCH CORP COM 512807108   433,931 675 SH   SOLE None 675 0 0
COSTCO WHSL CORP NEW COM 22160K105   360,715 670 SH   SOLE None 670 0 0
UNITEDHEALTH GROUP INC COM 91324P102   264,352 550 SH   SOLE None 550 0 0
CINTAS CORP COM 172908105   223,686 450 SH   SOLE None 450 0 0
AMAZON COM INC COM 023135106   208,576 1,600 SH   SOLE None 1,600 0 0
HONDA MOTOR LTD AMERN SHS 438128308   204,229 6,738 SH   SOLE None 6,738 0 0