NEW FORTRESS ENERGY INC COM CL A 644393100 91994218 2806413 SH SOLE None 2806413 0 0 NISOURCE INC COM 65473P105 45818840 1856517 SH SOLE None 1856517 0 0 PORTLAND GEN ELEC CO COM NEW 736508847 43537252 1075525 SH SOLE None 1075525 0 0 EQT CORP COM 26884L109 40150380 989413 SH SOLE None 989413 0 0 XCEL ENERGY INC COM 98389B100 40054000 700000 SH SOLE None 700000 0 0 PEMBINA PIPELINE CORP COM 706327103 33809812 1124317 SH SOLE None 1124317 0 0 OVINTIV INC COM 69047Q102 31964281 671942 SH SOLE None 671942 0 0 TARGA RES CORP COM 87612G101 30283933 353289 SH SOLE None 353289 0 0 ENTERGY CORP NEW COM 29364G103 27447710 296732 SH SOLE None 296732 0 0 SOUTHERN CO COM 842587107 26689751 412388 SH SOLE None 412388 0 0 EVERGY INC COM 30034W106 25523445 503421 SH SOLE None 503421 0 0 MURPHY OIL CORP COM 626717102 23652701 521559 SH SOLE None 521559 0 0 KODIAK GAS SVCS INC COM 50012A108 23111420 1292585 SH SOLE None 1292585 0 0 DIAMONDBACK ENERGY INC COM 25278X109 20410706 131784 SH SOLE None 131784 0 0 CLEARWAY ENERGY INC CL C 18539C204 19511382 922088 SH SOLE None 922088 0 0 ENERPLUS CORP COM 292766102 17342414 985470 SH SOLE None 985470 0 0 ALLIANT ENERGY CORP COM 018802108 16855319 347891 SH SOLE None 347891 0 0 OLIN CORP COM PAR $1 680665205 15365701 307437 SH SOLE None 307437 0 0 NORTHERN OIL & GAS INC COM 665531307 13527458 336253 SH SOLE None 336253 0 0 FORD MTR CO DEL COM 345370860 13345017 1074478 SH SOLE None 1074478 0 0 NET POWER INC COM CL A 64107A105 13252651 877659 SH SOLE None 877659 0 0 ASBURY AUTOMOTIVE GROUP INC COM 043436104 13137227 57101 SH SOLE None 57101 0 0 NXP SEMICONDUCTORS N V COM N6596X109 11857455 59311 SH SOLE None 59311 0 0 CMS ENERGY CORP COM 125896100 11526145 217024 SH SOLE None 217024 0 0 SENSATA TECHNOLOGIES HLDG PL SHS G8060N102 11450081 302752 SH SOLE None 302752 0 0 PINNACLE WEST CAP CORP COM 723484101 11268840 152943 SH SOLE None 152943 0 0 MARATHON OIL CORP COM 565849106 9410677 351801 SH SOLE None 351801 0 0 CONOCOPHILLIPS COM 20825C104 9250117 77213 SH SOLE None 77213 0 0 VISTEON CORP COM NEW 92839U206 8684603 62900 SH SOLE None 62900 0 0 RANGE RES CORP COM 75281A109 8552610 263888 SH SOLE None 263888 0 0 AMEREN CORP COM 023608102 8380960 112000 SH SOLE None 112000 0 0 ATLAS ENERGY SOLUTIONS INC COM CLASS A 04930R107 8133179 365865 SH SOLE None 365865 0 0 TOYOTA MOTOR CORP ADS 892331307 7899114 43945 SH SOLE None 43945 0 0 ADIENT PLC ORD SHS G0084W101 7889472 214972 SH SOLE None 214972 0 0 COMSTOCK RES INC COM 205768302 7777308 705105 SH SOLE None 705105 0 0 PHINIA INC COMMON STOCK 71880K101 7711153 287837 SH SOLE None 287837 0 0 ASHLAND INC COM 044186104 7511211 91959 SH SOLE None 91959 0 0 CENTERPOINT ENERGY INC COM 15189T107 7111357 264855 SH SOLE None 264855 0 0 EXELON CORP COM 30161N101 6732137 178146 SH SOLE None 178146 0 0 PPL CORP COM 69351T106 6710665 284833 SH SOLE None 284833 0 0 PPG INDS INC COM 693506107 6071525 46776 SH SOLE None 46776 0 0 APTIV PLC SHS G6095L109 5937484 60224 SH SOLE None 60224 0 0 AXALTA COATING SYS LTD COM G0750C108 5910898 219736 SH SOLE None 219736 0 0 PIONEER NAT RES CO COM 723787107 5414396 23587 SH SOLE None 23587 0 0 AMERICAN AXLE & MFG HLDGS IN COM 024061103 5292010 728927 SH SOLE None 728927 0 0 SONIC AUTOMOTIVE INC CL A 83545G102 5263964 110217 SH SOLE None 110217 0 0 NUTRIEN LTD COM 67077M108 4767996 77202 SH SOLE None 77202 0 0 NORFOLK SOUTHN CORP COM 655844108 4350774 22093 SH SOLE None 22093 0 0 MICROSOFT CORP COM 594918104 4234839 13412 SH SOLE None 13412 0 0 PG&E CORP COM 69331C108 4032500 250000 SH SOLE None 250000 0 0 DTE ENERGY CO COM 233331107 4003764 40328 SH SOLE None 40328 0 0 FREYR BATTERY SHS L4135L100 3941428 806018 SH SOLE None 806018 0 0 TESLA INC COM 88160R101 3892923 15558 SH SOLE None 15558 0 0 PERMIAN RESOURCES CORP CLASS A COM 71424F105 3825557 274037 SH SOLE None 274037 0 0 DUPONT DE NEMOURS INC COM 26614N102 3809684 51075 SH SOLE None 51075 0 0 CHORD ENERGY CORPORATION COM NEW 674215207 3772503 23277 SH SOLE None 23277 0 0 VALERO ENERGY CORP COM 91913Y100 3760558 26537 SH SOLE None 26537 0 0 NATIONAL ENERGY SERVICES REU SHS G6375R107 3455922 602077 SH SOLE None 602077 0 0 SM ENERGY CO COM 78454L100 3366563 84907 SH SOLE None 84907 0 0 STEM INC COM 85859N102 3092024 729251 SH SOLE None 729251 0 0 RIVIAN AUTOMOTIVE INC COM CL A 76954A103 2997269 123446 SH SOLE None 123446 0 0 SPDR SER TR S&P OILGAS EXP 78468R556 2958200 20000 SH SOLE None 20000 0 0 GREEN PLAINS INC COM 393222104 2921958 97075 SH SOLE None 97075 0 0 GENERAL MTRS CO COM 37045V100 2868555 87005 SH SOLE None 87005 0 0 DEVON ENERGY CORP NEW COM 25179M103 2843397 59610 SH SOLE None 59610 0 0 ALTC ACQUISITION CORP COM CL A 02156V109 2826233 273066 SH SOLE None 273066 0 0 MOSAIC CO NEW COM 61945C103 2421192 68011 SH SOLE None 68011 0 0 ENVIVA PARTNERS LP COM UNIT 29414J107 2417105 323575 SH SOLE None 323575 0 0 MAGNA INTL INC COM 559222401 2342114 43688 SH SOLE None 43688 0 0 CHEVRON CORP NEW COM 166764100 2211283 13114 SH SOLE None 13114 0 0 CARMAX INC COM 143130102 2023515 28609 SH SOLE None 28609 0 0 ROCKWELL AUTOMATION INC COM 773903109 1963355 6868 SH SOLE None 6868 0 0 ATLANTICA SUSTAINABLE INFR P SHS G0751N103 1910000 100000 SH SOLE None 100000 0 0 OPAL FUELS INC CLASS A COM 68347P103 1728216 210758 SH SOLE None 210758 0 0 AURORA INNOVATION INC CLASS A COM 051774107 1508333 641844 SH SOLE None 641844 0 0 MOBILEYE GLOBAL INC COMMON CLASS A 60741F104 1468086 35333 SH SOLE None 35333 0 0 DANA INC COM 235825205 1392506 94922 SH SOLE None 94922 0 0 HONDA MOTOR LTD AMERN SHS 438128308 1362689 40508 SH SOLE None 40508 0 0 LITHIUM AMERS CORP NEW COM NEW 53680Q207 1323565 77811 SH SOLE None 77811 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 1282440 3000 SH SOLE None 3000 0 0 TUSIMPLE HLDGS INC CL A 90089L108 1224471 784917 SH SOLE None 784917 0 0 ALGONQUIN PWR UTILS CORP COM 015857105 1101357 186040 SH SOLE None 186040 0 0 HARLEY DAVIDSON INC COM 412822108 1087674 32900 SH SOLE None 32900 0 0 GOODYEAR TIRE & RUBR CO COM 382550101 942803 75849 SH SOLE None 75849 0 0 NET POWER INC *W EXP 06/08/202 64107A113 879835 202727 SH SOLE None 202727 0 0 BEAM GLOBAL COM 07373B109 805276 109116 SH SOLE None 109116 0 0 KINDER MORGAN INC DEL COM 49456B101 788843 47578 SH SOLE None 47578 0 0 FIRSTENERGY CORP COM 337932107 778381 22773 SH SOLE None 22773 0 0 AUTOLIV INC COM 052800109 684526 7095 SH SOLE None 7095 0 0 CLEAN ENERGY FUELS CORP COM 184499101 652666 170409 SH SOLE None 170409 0 0 ALGOMA STL GROUP INC COM 015658107 583732 85843 SH SOLE None 85843 0 0 PIEDMONT LITHIUM INC COM 72016P105 566598 14272 SH SOLE None 14272 0 0 ENERFLEX LTD COM 29269R105 546862 95217 SH SOLE None 95217 0 0 GOLDEN STAR ACQUISITION CORP UNIT 05/01/2028 G4023C127 531500 50000 SH SOLE None 50000 0 0 ALGONQUIN PWR UTILS CORP COM 015857105 481891 81400 SH SOLE None 81400 0 0 THE LION ELECTRIC COMPANY COMMON STOCK 536221104 445171 233074 SH SOLE None 233074 0 0 CSX CORP COM 126408103 428717 13942 SH SOLE None 13942 0 0 LAM RESEARCH CORP COM 512807108 423070 675 SH SOLE None 675 0 0 GROUP 1 AUTOMOTIVE INC COM 398905109 382374 1423 SH SOLE None 1423 0 0 COSTCO WHSL CORP NEW COM 22160K105 378523 670 SH SOLE None 670 0 0 CORTEVA INC COM 22052L104 324713 6347 SH SOLE None 6347 0 0 LUMINAR TECHNOLOGIES INC COM CL A 550424105 316380 69534 SH SOLE None 69534 0 0 UNITEDHEALTH GROUP INC COM 91324P102 277305 550 SH SOLE None 550 0 0 POLESTAR AUTOMOTIVE HLDG UK ADS A 731105201 259142 98160 SH SOLE None 98160 0 0 CINTAS CORP COM 172908105 216455 450 SH SOLE None 450 0 0 AMAZON COM INC COM 023135106 203392 1600 SH SOLE None 1600 0 0 EMERSON ELEC CO COM 291011104 202797 2100 SH SOLE None 2100 0 0