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
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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   78,693,020 2,572,508 SH   SOLE None 2,572,508 0 0
CMS ENERGY CORP COM 125896100   68,046,082 1,127,711 SH   SOLE None 1,127,711 0 0
GULFPORT ENERGY CORP COMMON SHARES 402635502   60,545,055 378,123 SH   SOLE None 378,123 0 0
PORTLAND GEN ELEC CO COM NEW 736508847   58,261,434 1,387,177 SH   SOLE None 1,387,177 0 0
ENTERGY CORP NEW COM 29364G103   49,346,748 466,945 SH   SOLE None 466,945 0 0
NISOURCE INC COM 65473P105   45,562,354 1,647,229 SH   SOLE None 1,647,229 0 0
DTE ENERGY CO COM 233331107   42,783,541 381,519 SH   SOLE None 381,519 0 0
BP PLC SPONSORED ADR 055622104   38,605,383 1,024,559 SH   SOLE None 1,024,559 0 0
ENERPLUS CORP COM 292766102   30,021,011 1,528,127 SH   SOLE None 1,528,127 0 0
TARGA RES CORP COM 87612G101   28,941,800 258,432 SH   SOLE None 258,432 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104   27,618,326 117,136 SH   SOLE None 117,136 0 0
ALLIANT ENERGY CORP COM 018802108   23,949,223 475,183 SH   SOLE None 475,183 0 0
EQT CORP COM 26884L109   22,822,998 615,673 SH   SOLE None 615,673 0 0
OLIN CORP COM PAR $1 680665205   22,707,502 386,182 SH   SOLE None 386,182 0 0
EVERGY INC COM 30034W106   22,104,925 414,105 SH   SOLE None 414,105 0 0
OVINTIV INC COM 69047Q102   21,615,364 416,481 SH   SOLE None 416,481 0 0
CONOCOPHILLIPS COM 20825C104   20,547,065 161,432 SH   SOLE None 161,432 0 0
TALOS ENERGY INC COM 87484T108   19,922,463 1,430,184 SH   SOLE None 1,430,184 0 0
EXELON CORP COM 30161N101   18,686,416 497,376 SH   SOLE None 497,376 0 0
CENOVUS ENERGY INC COM 15135U109   18,172,789 909,094 SH   SOLE None 909,094 0 0
ANTERO MIDSTREAM CORP COM 03676B102   17,285,167 1,229,386 SH   SOLE None 1,229,386 0 0
MURPHY OIL CORP COM 626717102   13,609,094 297,792 SH   SOLE None 297,792 0 0
ALLETE INC COM NEW 018522300   12,865,660 215,722 SH   SOLE None 215,722 0 0
KODIAK GAS SVCS INC COM 50012A108   12,207,693 446,514 SH   SOLE None 446,514 0 0
ENERPLUS CORP COM 292766102   12,044,817 612,656 SH   SOLE None 612,656 0 0
HF SINCLAIR CORP COM 403949100   11,734,057 194,369 SH   SOLE None 194,369 0 0
XCEL ENERGY INC COM 98389B100   11,571,838 215,290 SH   SOLE None 215,290 0 0
ADIENT PLC ORD SHS G0084W101   7,492,559 227,599 SH   SOLE None 227,599 0 0
COTERRA ENERGY INC COM 127097103   7,298,789 261,793 SH   SOLE None 261,793 0 0
PPL CORP COM 69351T106   7,139,548 259,337 SH   SOLE None 259,337 0 0
STEM INC COM 85859N102   6,713,145 3,065,363 SH   SOLE None 3,065,363 0 0
SONIC AUTOMOTIVE INC CL A 83545G102   6,601,681 115,941 SH   SOLE None 115,941 0 0
SPDR SER TR S&P OILGAS EXP 78468R556   6,060,397 39,117 SH   SOLE None 39,117 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100   5,975,332 400,760 SH   SOLE None 400,760 0 0
ATLAS ENERGY SOLUTIONS INC COM NEW 642045108   5,892,374 260,494 SH   SOLE None 260,494 0 0
CORTEVA INC COM 22052L104   5,767,000 100,000 SH   SOLE None 100,000 0 0
PEMBINA PIPELINE CORP COM 706327103   5,758,167 163,134 SH   SOLE None 163,134 0 0
GOLAR LNG LTD SHS G9456A100   5,442,829 226,219 SH   SOLE None 226,219 0 0
CARRIER GLOBAL CORPORATION COM 14448C104   5,375,455 92,473 SH   SOLE None 92,473 0 0
MICROSOFT CORP COM 594918104   5,360,814 12,742 SH   SOLE None 12,742 0 0
AMEREN CORP COM 023608102   5,273,718 71,305 SH   SOLE None 71,305 0 0
PG&E CORP COM 69331C108   5,028,000 300,000 SH   SOLE None 300,000 0 0
NATIONAL ENERGY SERVICES REU SHS G6375R107   4,731,784 591,473 SH   SOLE None 591,473 0 0
NET POWER INC COM CL A 64107A105   4,301,285 377,637 SH   SOLE None 377,637 0 0
PPG INDS INC COM 693506107   4,252,670 29,349 SH   SOLE None 29,349 0 0
DANA INC COM 235825205   4,252,595 334,850 SH   SOLE None 334,850 0 0
PINNACLE WEST CAP CORP COM 723484101   4,149,309 55,524 SH   SOLE None 55,524 0 0
FLUENCE ENERGY INC COM CL A 34379V103   4,098,170 236,342 SH   SOLE None 236,342 0 0
ALTUS POWER INC COM CL A 02217A102   4,052,670 847,839 SH   SOLE None 847,839 0 0
MARATHON OIL CORP COM 565849106   3,804,135 134,232 SH   SOLE None 134,232 0 0
FEDEX CORP COM 31428X106   3,476,880 12,000 SH   SOLE None 12,000 0 0
VALERO ENERGY CORP COM 91913Y100   3,413,629 19,999 SH   SOLE None 19,999 0 0
NORTHERN OIL & GAS INC COM 665531307   3,374,586 85,045 SH   SOLE None 85,045 0 0
ASHLAND INC COM 044186104   3,355,370 34,460 SH   SOLE None 34,460 0 0
ALTC ACQUISITION CORP COM CL A 02156V109   3,118,414 273,066 SH   SOLE None 273,066 0 0
CLEAN ENERGY FUELS CORP COM 184499101   2,905,072 1,083,982 SH   SOLE None 1,083,982 0 0
VISTEON CORP COM NEW 92839U206   2,838,047 24,131 SH   SOLE None 24,131 0 0
CLEARWAY ENERGY INC CL C 18539C204   2,720,315 118,018 SH   SOLE None 118,018 0 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105   2,712,329 153,586 SH   SOLE None 153,586 0 0
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107   2,574,374 230,266 SH   SOLE None 230,266 0 0
STELLANTIS N.V SHS N82405106   2,410,113 85,163 SH   SOLE None 85,163 0 0
APTIV PLC SHS G6095L109   2,256,325 28,328 SH   SOLE None 28,328 0 0
FORD MTR CO DEL COM 345370860   2,232,952 168,144 SH   SOLE None 168,144 0 0
GREEN PLAINS INC COM 393222104   2,183,800 94,455 SH   SOLE None 94,455 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109   2,038,596 6,976 SH   SOLE None 6,976 0 0
MONTANA TECHNOLOGIES CORP *W EXP 03/15/202 612160119   2,003,549 3,642,817 SH   SOLE None 3,642,817 0 0
TOYOTA MOTOR CORP ADS 892331307   1,979,463 7,865 SH   SOLE None 7,865 0 0
GENERAL MTRS CO COM 37045V100   1,768,877 39,005 SH   SOLE None 39,005 0 0
AURORA INNOVATION INC CLASS A COM 051774107   1,713,449 607,606 SH   SOLE None 607,606 0 0
BORR DRILLING LTD SHS G1466R173   1,631,739 238,210 SH   SOLE None 238,210 0 0
PHINIA INC COMMON STOCK 71880K101   1,603,300 41,720 SH   SOLE None 41,720 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   1,569,210 3,000 SH   SOLE None 3,000 0 0
CARS COM INC COM 14575E105   1,537,490 89,493 SH   SOLE None 89,493 0 0
PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207   1,016,087 55,676 SH   SOLE None 55,676 0 0
ENLINK MIDSTREAM LLC COM UNIT REP LTD 29336T100   1,000,958 73,384 SH   SOLE None 73,384 0 0
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102   783,334 21,321 SH   SOLE None 21,321 0 0
PBF ENERGY INC CL A 69318G106   741,156 12,874 SH   SOLE None 12,874 0 0
ALGOMA STL GROUP INC COM 015658107   728,807 85,843 SH   SOLE None 85,843 0 0
SWVL HOLDINGS CORP CLASS A COM G86302109   651,276 54,960 SH   SOLE None 54,960 0 0
GOLDEN STAR ACQUISITION CORP UNIT 05/01/2028 G4023C127   548,310 50,000 SH   SOLE None 50,000 0 0
AMERICAN AXLE & MFG HLDGS IN COM 024061103   523,215 71,089 SH   SOLE None 71,089 0 0
SOLARIS OILFIELD INFRASTRUCT COM CL A 83418M103   481,263 55,509 SH   SOLE None 55,509 0 0
LITHIUM AMERS CORP NEW COM SHS 53681J103   316,956 47,166 SH   SOLE None 47,166 0 0
TUSIMPLE HLDGS INC CL A 90089L108   293,001 601,645 SH   SOLE None 601,645 0 0
LITHIUM AMERICAS ARGENTINA C COM SHS 53681K100   254,225 47,166 SH   SOLE None 47,166 0 0
HAWAIIAN ELEC INDUSTRIES COM 419870100   228,060 20,236 SH   SOLE None 20,236 0 0