NEW FORTRESS ENERGY INC COM CL A 644393100 78693020 2572508 SH SOLE None 2572508 0 0 CMS ENERGY CORP COM 125896100 68046082 1127711 SH SOLE None 1127711 0 0 GULFPORT ENERGY CORP COMMON SHARES 402635502 60545055 378123 SH SOLE None 378123 0 0 PORTLAND GEN ELEC CO COM NEW 736508847 58261434 1387177 SH SOLE None 1387177 0 0 ENTERGY CORP NEW COM 29364G103 49346748 466945 SH SOLE None 466945 0 0 NISOURCE INC COM 65473P105 45562354 1647229 SH SOLE None 1647229 0 0 DTE ENERGY CO COM 233331107 42783541 381519 SH SOLE None 381519 0 0 BP PLC SPONSORED ADR 055622104 38605383 1024559 SH SOLE None 1024559 0 0 ENERPLUS CORP COM 292766102 30021011 1528127 SH SOLE None 1528127 0 0 TARGA RES CORP COM 87612G101 28941800 258432 SH SOLE None 258432 0 0 ASBURY AUTOMOTIVE GROUP INC COM 043436104 27618326 117136 SH SOLE None 117136 0 0 ALLIANT ENERGY CORP COM 018802108 23949223 475183 SH SOLE None 475183 0 0 EQT CORP COM 26884L109 22822998 615673 SH SOLE None 615673 0 0 OLIN CORP COM PAR $1 680665205 22707502 386182 SH SOLE None 386182 0 0 EVERGY INC COM 30034W106 22104925 414105 SH SOLE None 414105 0 0 OVINTIV INC COM 69047Q102 21615364 416481 SH SOLE None 416481 0 0 CONOCOPHILLIPS COM 20825C104 20547065 161432 SH SOLE None 161432 0 0 TALOS ENERGY INC COM 87484T108 19922463 1430184 SH SOLE None 1430184 0 0 EXELON CORP COM 30161N101 18686416 497376 SH SOLE None 497376 0 0 CENOVUS ENERGY INC COM 15135U109 18172789 909094 SH SOLE None 909094 0 0 ANTERO MIDSTREAM CORP COM 03676B102 17285167 1229386 SH SOLE None 1229386 0 0 MURPHY OIL CORP COM 626717102 13609094 297792 SH SOLE None 297792 0 0 ALLETE INC COM NEW 018522300 12865660 215722 SH SOLE None 215722 0 0 KODIAK GAS SVCS INC COM 50012A108 12207693 446514 SH SOLE None 446514 0 0 ENERPLUS CORP COM 292766102 12044817 612656 SH SOLE None 612656 0 0 HF SINCLAIR CORP COM 403949100 11734057 194369 SH SOLE None 194369 0 0 XCEL ENERGY INC COM 98389B100 11571838 215290 SH SOLE None 215290 0 0 ADIENT PLC ORD SHS G0084W101 7492559 227599 SH SOLE None 227599 0 0 COTERRA ENERGY INC COM 127097103 7298789 261793 SH SOLE None 261793 0 0 PPL CORP COM 69351T106 7139548 259337 SH SOLE None 259337 0 0 STEM INC COM 85859N102 6713145 3065363 SH SOLE None 3065363 0 0 SONIC AUTOMOTIVE INC CL A 83545G102 6601681 115941 SH SOLE None 115941 0 0 SPDR SER TR S&P OILGAS EXP 78468R556 6060397 39117 SH SOLE None 39117 0 0 ARRAY TECHNOLOGIES INC COM SHS 04271T100 5975332 400760 SH SOLE None 400760 0 0 ATLAS ENERGY SOLUTIONS INC COM NEW 642045108 5892374 260494 SH SOLE None 260494 0 0 CORTEVA INC COM 22052L104 5767000 100000 SH SOLE None 100000 0 0 PEMBINA PIPELINE CORP COM 706327103 5758167 163134 SH SOLE None 163134 0 0 GOLAR LNG LTD SHS G9456A100 5442829 226219 SH SOLE None 226219 0 0 CARRIER GLOBAL CORPORATION COM 14448C104 5375455 92473 SH SOLE None 92473 0 0 MICROSOFT CORP COM 594918104 5360814 12742 SH SOLE None 12742 0 0 AMEREN CORP COM 023608102 5273718 71305 SH SOLE None 71305 0 0 PG&E CORP COM 69331C108 5028000 300000 SH SOLE None 300000 0 0 NATIONAL ENERGY SERVICES REU SHS G6375R107 4731784 591473 SH SOLE None 591473 0 0 NET POWER INC COM CL A 64107A105 4301285 377637 SH SOLE None 377637 0 0 PPG INDS INC COM 693506107 4252670 29349 SH SOLE None 29349 0 0 DANA INC COM 235825205 4252595 334850 SH SOLE None 334850 0 0 PINNACLE WEST CAP CORP COM 723484101 4149309 55524 SH SOLE None 55524 0 0 FLUENCE ENERGY INC COM CL A 34379V103 4098170 236342 SH SOLE None 236342 0 0 ALTUS POWER INC COM CL A 02217A102 4052670 847839 SH SOLE None 847839 0 0 MARATHON OIL CORP COM 565849106 3804135 134232 SH SOLE None 134232 0 0 FEDEX CORP COM 31428X106 3476880 12000 SH SOLE None 12000 0 0 VALERO ENERGY CORP COM 91913Y100 3413629 19999 SH SOLE None 19999 0 0 NORTHERN OIL & GAS INC COM 665531307 3374586 85045 SH SOLE None 85045 0 0 ASHLAND INC COM 044186104 3355370 34460 SH SOLE None 34460 0 0 ALTC ACQUISITION CORP COM CL A 02156V109 3118414 273066 SH SOLE None 273066 0 0 CLEAN ENERGY FUELS CORP COM 184499101 2905072 1083982 SH SOLE None 1083982 0 0 VISTEON CORP COM NEW 92839U206 2838047 24131 SH SOLE None 24131 0 0 CLEARWAY ENERGY INC CL C 18539C204 2720315 118018 SH SOLE None 118018 0 0 PERMIAN RESOURCES CORP CLASS A COM 71424F105 2712329 153586 SH SOLE None 153586 0 0 SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 2574374 230266 SH SOLE None 230266 0 0 STELLANTIS N.V SHS N82405106 2410113 85163 SH SOLE None 85163 0 0 APTIV PLC SHS G6095L109 2256325 28328 SH SOLE None 28328 0 0 FORD MTR CO DEL COM 345370860 2232952 168144 SH SOLE None 168144 0 0 GREEN PLAINS INC COM 393222104 2183800 94455 SH SOLE None 94455 0 0 GROUP 1 AUTOMOTIVE INC COM 398905109 2038596 6976 SH SOLE None 6976 0 0 MONTANA TECHNOLOGIES CORP *W EXP 03/15/202 612160119 2003549 3642817 SH SOLE None 3642817 0 0 TOYOTA MOTOR CORP ADS 892331307 1979463 7865 SH SOLE None 7865 0 0 GENERAL MTRS CO COM 37045V100 1768877 39005 SH SOLE None 39005 0 0 AURORA INNOVATION INC CLASS A COM 051774107 1713449 607606 SH SOLE None 607606 0 0 BORR DRILLING LTD SHS G1466R173 1631739 238210 SH SOLE None 238210 0 0 PHINIA INC COMMON STOCK 71880K101 1603300 41720 SH SOLE None 41720 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 1569210 3000 SH SOLE None 3000 0 0 CARS COM INC COM 14575E105 1537490 89493 SH SOLE None 89493 0 0 PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207 1016087 55676 SH SOLE None 55676 0 0 ENLINK MIDSTREAM LLC COM UNIT REP LTD 29336T100 1000958 73384 SH SOLE None 73384 0 0 SENSATA TECHNOLOGIES HLDG PL SHS G8060N102 783334 21321 SH SOLE None 21321 0 0 PBF ENERGY INC CL A 69318G106 741156 12874 SH SOLE None 12874 0 0 ALGOMA STL GROUP INC COM 015658107 728807 85843 SH SOLE None 85843 0 0 SWVL HOLDINGS CORP CLASS A COM G86302109 651276 54960 SH SOLE None 54960 0 0 GOLDEN STAR ACQUISITION CORP UNIT 05/01/2028 G4023C127 548310 50000 SH SOLE None 50000 0 0 AMERICAN AXLE & MFG HLDGS IN COM 024061103 523215 71089 SH SOLE None 71089 0 0 SOLARIS OILFIELD INFRASTRUCT COM CL A 83418M103 481263 55509 SH SOLE None 55509 0 0 LITHIUM AMERS CORP NEW COM SHS 53681J103 316956 47166 SH SOLE None 47166 0 0 TUSIMPLE HLDGS INC CL A 90089L108 293001 601645 SH SOLE None 601645 0 0 LITHIUM AMERICAS ARGENTINA C COM SHS 53681K100 254225 47166 SH SOLE None 47166 0 0 HAWAIIAN ELEC INDUSTRIES COM 419870100 228060 20236 SH SOLE None 20236 0 0