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   91,994,218 2,806,413 SH   SOLE None 2,806,413 0 0
NISOURCE INC COM 65473P105   45,818,840 1,856,517 SH   SOLE None 1,856,517 0 0
PORTLAND GEN ELEC CO COM NEW 736508847   43,537,252 1,075,525 SH   SOLE None 1,075,525 0 0
EQT CORP COM 26884L109   40,150,380 989,413 SH   SOLE None 989,413 0 0
XCEL ENERGY INC COM 98389B100   40,054,000 700,000 SH   SOLE None 700,000 0 0
PEMBINA PIPELINE CORP COM 706327103   33,809,812 1,124,317 SH   SOLE None 1,124,317 0 0
OVINTIV INC COM 69047Q102   31,964,281 671,942 SH   SOLE None 671,942 0 0
TARGA RES CORP COM 87612G101   30,283,933 353,289 SH   SOLE None 353,289 0 0
ENTERGY CORP NEW COM 29364G103   27,447,710 296,732 SH   SOLE None 296,732 0 0
SOUTHERN CO COM 842587107   26,689,751 412,388 SH   SOLE None 412,388 0 0
EVERGY INC COM 30034W106   25,523,445 503,421 SH   SOLE None 503,421 0 0
MURPHY OIL CORP COM 626717102   23,652,701 521,559 SH   SOLE None 521,559 0 0
KODIAK GAS SVCS INC COM 50012A108   23,111,420 1,292,585 SH   SOLE None 1,292,585 0 0
DIAMONDBACK ENERGY INC COM 25278X109   20,410,706 131,784 SH   SOLE None 131,784 0 0
CLEARWAY ENERGY INC CL C 18539C204   19,511,382 922,088 SH   SOLE None 922,088 0 0
ENERPLUS CORP COM 292766102   17,342,414 985,470 SH   SOLE None 985,470 0 0
ALLIANT ENERGY CORP COM 018802108   16,855,319 347,891 SH   SOLE None 347,891 0 0
OLIN CORP COM PAR $1 680665205   15,365,701 307,437 SH   SOLE None 307,437 0 0
NORTHERN OIL & GAS INC COM 665531307   13,527,458 336,253 SH   SOLE None 336,253 0 0
FORD MTR CO DEL COM 345370860   13,345,017 1,074,478 SH   SOLE None 1,074,478 0 0
NET POWER INC COM CL A 64107A105   13,252,651 877,659 SH   SOLE None 877,659 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104   13,137,227 57,101 SH   SOLE None 57,101 0 0
NXP SEMICONDUCTORS N V COM N6596X109   11,857,455 59,311 SH   SOLE None 59,311 0 0
CMS ENERGY CORP COM 125896100   11,526,145 217,024 SH   SOLE None 217,024 0 0
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102   11,450,081 302,752 SH   SOLE None 302,752 0 0
PINNACLE WEST CAP CORP COM 723484101   11,268,840 152,943 SH   SOLE None 152,943 0 0
MARATHON OIL CORP COM 565849106   9,410,677 351,801 SH   SOLE None 351,801 0 0
CONOCOPHILLIPS COM 20825C104   9,250,117 77,213 SH   SOLE None 77,213 0 0
VISTEON CORP COM NEW 92839U206   8,684,603 62,900 SH   SOLE None 62,900 0 0
RANGE RES CORP COM 75281A109   8,552,610 263,888 SH   SOLE None 263,888 0 0
AMEREN CORP COM 023608102   8,380,960 112,000 SH   SOLE None 112,000 0 0
ATLAS ENERGY SOLUTIONS INC COM CLASS A 04930R107   8,133,179 365,865 SH   SOLE None 365,865 0 0
TOYOTA MOTOR CORP ADS 892331307   7,899,114 43,945 SH   SOLE None 43,945 0 0
ADIENT PLC ORD SHS G0084W101   7,889,472 214,972 SH   SOLE None 214,972 0 0
COMSTOCK RES INC COM 205768302   7,777,308 705,105 SH   SOLE None 705,105 0 0
PHINIA INC COMMON STOCK 71880K101   7,711,153 287,837 SH   SOLE None 287,837 0 0
ASHLAND INC COM 044186104   7,511,211 91,959 SH   SOLE None 91,959 0 0
CENTERPOINT ENERGY INC COM 15189T107   7,111,357 264,855 SH   SOLE None 264,855 0 0
EXELON CORP COM 30161N101   6,732,137 178,146 SH   SOLE None 178,146 0 0
PPL CORP COM 69351T106   6,710,665 284,833 SH   SOLE None 284,833 0 0
PPG INDS INC COM 693506107   6,071,525 46,776 SH   SOLE None 46,776 0 0
APTIV PLC SHS G6095L109   5,937,484 60,224 SH   SOLE None 60,224 0 0
AXALTA COATING SYS LTD COM G0750C108   5,910,898 219,736 SH   SOLE None 219,736 0 0
PIONEER NAT RES CO COM 723787107   5,414,396 23,587 SH   SOLE None 23,587 0 0
AMERICAN AXLE & MFG HLDGS IN COM 024061103   5,292,010 728,927 SH   SOLE None 728,927 0 0
SONIC AUTOMOTIVE INC CL A 83545G102   5,263,964 110,217 SH   SOLE None 110,217 0 0
NUTRIEN LTD COM 67077M108   4,767,996 77,202 SH   SOLE None 77,202 0 0
NORFOLK SOUTHN CORP COM 655844108   4,350,774 22,093 SH   SOLE None 22,093 0 0
MICROSOFT CORP COM 594918104   4,234,839 13,412 SH   SOLE None 13,412 0 0
PG&E CORP COM 69331C108   4,032,500 250,000 SH   SOLE None 250,000 0 0
DTE ENERGY CO COM 233331107   4,003,764 40,328 SH   SOLE None 40,328 0 0
FREYR BATTERY SHS L4135L100   3,941,428 806,018 SH   SOLE None 806,018 0 0
TESLA INC COM 88160R101   3,892,923 15,558 SH   SOLE None 15,558 0 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105   3,825,557 274,037 SH   SOLE None 274,037 0 0
DUPONT DE NEMOURS INC COM 26614N102   3,809,684 51,075 SH   SOLE None 51,075 0 0
CHORD ENERGY CORPORATION COM NEW 674215207   3,772,503 23,277 SH   SOLE None 23,277 0 0
VALERO ENERGY CORP COM 91913Y100   3,760,558 26,537 SH   SOLE None 26,537 0 0
NATIONAL ENERGY SERVICES REU SHS G6375R107   3,455,922 602,077 SH   SOLE None 602,077 0 0
SM ENERGY CO COM 78454L100   3,366,563 84,907 SH   SOLE None 84,907 0 0
STEM INC COM 85859N102   3,092,024 729,251 SH   SOLE None 729,251 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103   2,997,269 123,446 SH   SOLE None 123,446 0 0
SPDR SER TR S&P OILGAS EXP 78468R556   2,958,200 20,000 SH   SOLE None 20,000 0 0
GREEN PLAINS INC COM 393222104   2,921,958 97,075 SH   SOLE None 97,075 0 0
GENERAL MTRS CO COM 37045V100   2,868,555 87,005 SH   SOLE None 87,005 0 0
DEVON ENERGY CORP NEW COM 25179M103   2,843,397 59,610 SH   SOLE None 59,610 0 0
ALTC ACQUISITION CORP COM CL A 02156V109   2,826,233 273,066 SH   SOLE None 273,066 0 0
MOSAIC CO NEW COM 61945C103   2,421,192 68,011 SH   SOLE None 68,011 0 0
ENVIVA PARTNERS LP COM UNIT 29414J107   2,417,105 323,575 SH   SOLE None 323,575 0 0
MAGNA INTL INC COM 559222401   2,342,114 43,688 SH   SOLE None 43,688 0 0
CHEVRON CORP NEW COM 166764100   2,211,283 13,114 SH   SOLE None 13,114 0 0
CARMAX INC COM 143130102   2,023,515 28,609 SH   SOLE None 28,609 0 0
ROCKWELL AUTOMATION INC COM 773903109   1,963,355 6,868 SH   SOLE None 6,868 0 0
ATLANTICA SUSTAINABLE INFR P SHS G0751N103   1,910,000 100,000 SH   SOLE None 100,000 0 0
OPAL FUELS INC CLASS A COM 68347P103   1,728,216 210,758 SH   SOLE None 210,758 0 0
AURORA INNOVATION INC CLASS A COM 051774107   1,508,333 641,844 SH   SOLE None 641,844 0 0
MOBILEYE GLOBAL INC COMMON CLASS A 60741F104   1,468,086 35,333 SH   SOLE None 35,333 0 0
DANA INC COM 235825205   1,392,506 94,922 SH   SOLE None 94,922 0 0
HONDA MOTOR LTD AMERN SHS 438128308   1,362,689 40,508 SH   SOLE None 40,508 0 0
LITHIUM AMERS CORP NEW COM NEW 53680Q207   1,323,565 77,811 SH   SOLE None 77,811 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   1,282,440 3,000 SH   SOLE None 3,000 0 0
TUSIMPLE HLDGS INC CL A 90089L108   1,224,471 784,917 SH   SOLE None 784,917 0 0
ALGONQUIN PWR UTILS CORP COM 015857105   1,101,357 186,040 SH   SOLE None 186,040 0 0
HARLEY DAVIDSON INC COM 412822108   1,087,674 32,900 SH   SOLE None 32,900 0 0
GOODYEAR TIRE & RUBR CO COM 382550101   942,803 75,849 SH   SOLE None 75,849 0 0
NET POWER INC *W EXP 06/08/202 64107A113   879,835 202,727 SH   SOLE None 202,727 0 0
BEAM GLOBAL COM 07373B109   805,276 109,116 SH   SOLE None 109,116 0 0
KINDER MORGAN INC DEL COM 49456B101   788,843 47,578 SH   SOLE None 47,578 0 0
FIRSTENERGY CORP COM 337932107   778,381 22,773 SH   SOLE None 22,773 0 0
AUTOLIV INC COM 052800109   684,526 7,095 SH   SOLE None 7,095 0 0
CLEAN ENERGY FUELS CORP COM 184499101   652,666 170,409 SH   SOLE None 170,409 0 0
ALGOMA STL GROUP INC COM 015658107   583,732 85,843 SH   SOLE None 85,843 0 0
PIEDMONT LITHIUM INC COM 72016P105   566,598 14,272 SH   SOLE None 14,272 0 0
ENERFLEX LTD COM 29269R105   546,862 95,217 SH   SOLE None 95,217 0 0
GOLDEN STAR ACQUISITION CORP UNIT 05/01/2028 G4023C127   531,500 50,000 SH   SOLE None 50,000 0 0
ALGONQUIN PWR UTILS CORP COM 015857105   481,891 81,400 SH   SOLE None 81,400 0 0
THE LION ELECTRIC COMPANY COMMON STOCK 536221104   445,171 233,074 SH   SOLE None 233,074 0 0
CSX CORP COM 126408103   428,717 13,942 SH   SOLE None 13,942 0 0
LAM RESEARCH CORP COM 512807108   423,070 675 SH   SOLE None 675 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109   382,374 1,423 SH   SOLE None 1,423 0 0
COSTCO WHSL CORP NEW COM 22160K105   378,523 670 SH   SOLE None 670 0 0
CORTEVA INC COM 22052L104   324,713 6,347 SH   SOLE None 6,347 0 0
LUMINAR TECHNOLOGIES INC COM CL A 550424105   316,380 69,534 SH   SOLE None 69,534 0 0
UNITEDHEALTH GROUP INC COM 91324P102   277,305 550 SH   SOLE None 550 0 0
POLESTAR AUTOMOTIVE HLDG UK ADS A 731105201   259,142 98,160 SH   SOLE None 98,160 0 0
CINTAS CORP COM 172908105   216,455 450 SH   SOLE None 450 0 0
AMAZON COM INC COM 023135106   203,392 1,600 SH   SOLE None 1,600 0 0
EMERSON ELEC CO COM 291011104   202,797 2,100 SH   SOLE None 2,100 0 0