NEW FORTRESS ENERGY INC COM CL A 644393100 70162995 3192129 SH SOLE None 3192129 0 0 PORTLAND GEN ELEC CO COM NEW 736508847 64215681 1485099 SH SOLE None 1485099 0 0 GULFPORT ENERGY CORP COMMON SHARES 402635502 60744431 402281 SH SOLE None 402281 0 0 CMS ENERGY CORP COM 125896100 60077259 1009193 SH SOLE None 1009193 0 0 NISOURCE INC COM 65473P105 46612246 1617919 SH SOLE None 1617919 0 0 ENTERGY CORP NEW COM 29364G103 45830561 428323 SH SOLE None 428323 0 0 CONOCOPHILLIPS COM 20825C104 39838440 348299 SH SOLE None 348299 0 0 DTE ENERGY CO COM 233331107 39001365 351332 SH SOLE None 351332 0 0 CHORD ENERGY CORPORATION COM NEW 674215207 36495049 217647 SH SOLE None 217647 0 0 OKLO INC COM CL A 02156V109 33205949 3920419 SH SOLE None 3920419 0 0 TALOS ENERGY INC COM 87484T108 30939064 2546425 SH SOLE None 2546425 0 0 ENLINK MIDSTREAM LLC COM UNIT REP LTD 29336T100 27560386 2002935 SH SOLE None 2002935 0 0 TOYOTA MOTOR CORP ADS 892331307 24429144 119184 SH SOLE None 119184 0 0 MURPHY OIL CORP COM 626717102 22513988 545926 SH SOLE None 545926 0 0 KODIAK GAS SVCS INC COM 50012A108 21279156 780600 SH SOLE None 780600 0 0 OVINTIV INC COM 69047Q102 20780189 443358 SH SOLE None 443358 0 0 EVERGY INC COM 30034W106 20627313 389415 SH SOLE None 389415 0 0 TARGA RES CORP COM 87612G101 14746984 114513 SH SOLE None 114513 0 0 CIVITAS RESOURCES INC COM NEW 17888H103 14512701 210329 SH SOLE None 210329 0 0 ALLIANT ENERGY CORP COM 018802108 13950621 274079 SH SOLE None 274079 0 0 KINETIK HOLDINGS INC COM NEW CL A 02215L209 13550424 326989 SH SOLE None 326989 0 0 ADIENT PLC ORD SHS G0084W101 12668891 512703 SH SOLE None 512703 0 0 BP PLC SPONSORED ADR 055622104 12474247 345547 SH SOLE None 345547 0 0 AUTOLIV INC COM 052800109 10905919 101934 SH SOLE None 101934 0 0 HF SINCLAIR CORP COM 403949100 10894215 204241 SH SOLE None 204241 0 0 AES CORP COM 00130H105 10542000 600000 SH SOLE None 600000 0 0 ISHARES INC MSCI ITALY ETF 46434G830 9594500 267629 SH SOLE None 267629 0 0 GOLAR LNG LTD SHS G9456A100 9068520 289267 SH SOLE None 289267 0 0 PBF ENERGY INC CL A 69318G106 8446511 183540 SH SOLE None 183540 0 0 ARRAY TECHNOLOGIES INC COM SHS 04271T100 7569910 737808 SH SOLE None 737808 0 0 BORGWARNER INC COM 099724106 7292398 226191 SH SOLE None 226191 0 0 AXALTA COATING SYS LTD COM G0750C108 7211954 211061 SH SOLE None 211061 0 0 PPL CORP COM 69351T106 6824214 246807 SH SOLE None 246807 0 0 TAMBORAN RES CORP COM 87507T101 6750000 300000 SH SOLE None 300000 0 0 CLEARWAY ENERGY INC CL C 18539C204 6722025 272257 SH SOLE None 272257 0 0 NATIONAL ENERGY SERVICES REU SHS G6375R107 6667214 701812 SH SOLE None 701812 0 0 COMSTOCK RES INC COM 205768302 6544164 630459 SH SOLE None 630459 0 0 MONTANA TECHNOLOGIES CORP *W EXP 03/15/202 612160119 6450036 4479192 SH SOLE None 4479192 0 0 CORTEVA INC COM 22052L104 6312814 117034 SH SOLE None 117034 0 0 CHESAPEAKE ENERGY CORP COM 165167735 5803847 70615 SH SOLE None 70615 0 0 MICROSOFT CORP COM 594918104 5695037 12742 SH SOLE None 12742 0 0 BERRY CORP COM 08579X101 5636008 872447 SH SOLE None 872447 0 0 DUPONT DE NEMOURS INC COM 26614N102 5634300 70000 SH SOLE None 70000 0 0 UNITED STATES STL CORP NEW COM 912909108 5578448 147578 SH SOLE None 147578 0 0 GENERAL MTRS CO COM 37045V100 5464950 117627 SH SOLE None 117627 0 0 PEMBINA PIPELINE CORP COM 706327103 5459747 147169 SH SOLE None 147169 0 0 EQT CORP COM 26884L109 5347012 144592 SH SOLE None 144592 0 0 DANA INC COM 235825205 5267110 434580 SH SOLE None 434580 0 0 VALERO ENERGY CORP COM 91913Y100 4987790 31818 SH SOLE None 31818 0 0 CENTERPOINT ENERGY INC COM 15189T107 4970586 160445 SH SOLE None 160445 0 0 ANTERO RESOURCES CORP COM 03674X106 4889083 149834 SH SOLE None 149834 0 0 APTIV PLC SHS G6095L109 4379138 62186 SH SOLE None 62186 0 0 TETRA TECHNOLOGIES INC DEL COM 88162F105 4368167 1262476 SH SOLE None 1262476 0 0 DEVON ENERGY CORP NEW COM 25179M103 4106072 86626 SH SOLE None 86626 0 0 RIVIAN AUTOMOTIVE INC COM CL A 76954A103 4101501 305626 SH SOLE None 305626 0 0 COTERRA ENERGY INC COM 127097103 3728333 139795 SH SOLE None 139795 0 0 NET POWER INC COM CL A 64107A105 3712172 377637 SH SOLE None 377637 0 0 GROUP 1 AUTOMOTIVE INC COM 398905109 3480257 11707 SH SOLE None 11707 0 0 XCEL ENERGY INC COM 98389B100 3435545 64324 SH SOLE None 64324 0 0 AMEREN CORP COM 023608102 3385832 47614 SH SOLE None 47614 0 0 LIBERTY ENERGY INC COM CL A 53115L104 3373589 161493 SH SOLE None 161493 0 0 NUTRIEN LTD COM 67077M108 3266844 64169 SH SOLE None 64169 0 0 ATLAS ENERGY SOLUTIONS INC COM NEW 642045108 3063819 153729 SH SOLE None 153729 0 0 FORD MTR CO DEL COM 345370860 2871748 229007 SH SOLE None 229007 0 0 HUNTINGTON INGALLS INDS INC COM 446413106 2713818 11017 SH SOLE None 11017 0 0 EXELON CORP COM 30161N101 2578687 74507 SH SOLE None 74507 0 0 ROCKWELL AUTOMATION INC COM 773903109 2552396 9272 SH SOLE None 9272 0 0 HESS MIDSTREAM PARTNERS LP UNIT LTD PR INT 428104103 2035210 55851 SH SOLE None 55851 0 0 PINNACLE WEST CAP CORP COM 723484101 1951967 25556 SH SOLE None 25556 0 0 CARS COM INC COM 14575E105 1763012 89493 SH SOLE None 89493 0 0 AURORA INNOVATION INC CLASS A COM 051774107 1683069 607606 SH SOLE None 607606 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 1632660 3000 SH SOLE None 3000 0 0 PIEDMONT LITHIUM INC COM 72016P105 1483647 148662 SH SOLE None 148662 0 0 AMERICAS CAR-MART INC COM 03062T105 1448592 24059 SH SOLE None 24059 0 0 CLEAN ENERGY FUELS CORP COM 184499101 1270442 475821 SH SOLE None 475821 0 0 ASHLAND INC COM 044186104 1175078 12436 SH SOLE None 12436 0 0 PHINIA INC COMMON STOCK 71880K101 1133135 28789 SH SOLE None 28789 0 0 VISTEON CORP COM NEW 92839U206 1063479 9967 SH SOLE None 9967 0 0 SONIC AUTOMOTIVE INC CL A 83545G102 1042937 19147 SH SOLE None 19147 0 0 ANTERO MIDSTREAM CORP COM 03676B102 1008894 68446 SH SOLE None 68446 0 0 OLIN CORP COM PAR $1 680665205 925366 19626 SH SOLE None 19626 0 0 HYLIION HOLDINGS CORP COMMON STOCK 449109107 655953 404909 SH SOLE None 404909 0 0 NOBLE CORP PLC ORD SHS A G65431127 635325 14229 SH SOLE None 14229 0 0 ALGOMA STL GROUP INC COM 015658107 597467 85843 SH SOLE None 85843 0 0 ZEEKR INTELLIGENT TECHNOLOGY SPON ADS 98923K103 596060 31638 SH SOLE None 31638 0 0 GOLDEN STAR ACQUISITION CORP UNIT 05/01/2028 G4023C127 582000 50000 SH SOLE None 50000 0 0 PPG INDS INC COM 693506107 560966 4456 SH SOLE None 4456 0 0 PERMIAN RESOURCES CORP CLASS A COM 71424F105 553670 34283 SH SOLE None 34283 0 0 APTIV PLC CALL G6095L909 552500 5000 SH Call SOLE None 5000 0 0 OCEANEERING INTL INC COM 675232102 526388 22248 SH SOLE None 22248 0 0 LITHIA MTRS INC COM 536797103 509444 2018 SH SOLE None 2018 0 0 EVGO INC CL A COM 30052F100 494660 201902 SH SOLE None 201902 0 0 EASTMAN CHEM CO COM 277432100 486421 4965 SH SOLE None 4965 0 0 LI AUTO INC SPONSORED ADS 50202M102 477897 26728 SH SOLE None 26728 0 0 SWVL HOLDINGS CORP CLASS A COM G86302109 349546 54960 SH SOLE None 54960 0 0 HONDA MOTOR LTD ADR ECH CNV IN 3 438128308 299187 9280 SH SOLE None 9280 0 0 SOLARIS OILFIELD INFRASTRUCT COM CL A 83418M103 292243 34061 SH SOLE None 34061 0 0 AUTONATION INC PUT 05329W952 213280 992 SH Put SOLE None 992 0 0