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
VEREN INC COM NEW 92340V107   65,155,110 10,579,297 SH   SOLE None 10,579,297 0 0
DTE ENERGY CO COM 233331107   41,766,637 325,260 SH   SOLE None 325,260 0 0
PORTLAND GEN ELEC CO COM NEW 736508847   36,192,090 755,576 SH   SOLE None 755,576 0 0
LITHIA MTRS INC COM 536797103   34,187,276 107,629 SH   SOLE None 107,629 0 0
ENTERGY CORP NEW COM 29364G103   31,505,855 239,388 SH   SOLE None 239,388 0 0
CHORD ENERGY CORPORATION COM NEW 674215207   30,220,132 232,052 SH   SOLE None 232,052 0 0
CONOCOPHILLIPS COM 20825C104   27,972,159 265,693 SH   SOLE None 265,693 0 0
ANTERO RESOURCES CORP COM 03674X106   27,351,725 954,685 SH   SOLE None 954,685 0 0
GULFPORT ENERGY OPERATING CO COMMON SHARES 402635502   26,983,889 178,288 SH   SOLE None 178,288 0 0
NISOURCE INC COM 65473P105   26,330,882 759,910 SH   SOLE None 759,910 0 0
NEXTERA ENERGY INC COM 65339F101   25,800,585 305,224 SH   SOLE None 305,224 0 0
CMS ENERGY CORP COM 125896100   25,113,627 355,566 SH   SOLE None 355,566 0 0
XCEL ENERGY INC COM 98389B100   20,707,740 317,117 SH   SOLE None 317,117 0 0
OKLO INC COM CL A 02156V109   19,752,787 2,441,630 SH   SOLE None 2,441,630 0 0
ENLINK MIDSTREAM LLC COM UNIT REP LTD 29336T100   19,693,436 1,357,232 SH   SOLE None 1,357,232 0 0
EVERGY INC COM 30034W106   18,945,791 305,528 SH   SOLE None 305,528 0 0
TOYOTA MOTOR CORP ADS 892331307   18,580,209 104,050 SH   SOLE None 104,050 0 0
COTERRA ENERGY INC COM 127097103   16,950,110 707,729 SH   SOLE None 707,729 0 0
NEW FORTRESS ENERGY INC COM CL A 644393100   16,884,611 1,857,493 SH   SOLE None 1,857,493 0 0
EXELON CORP COM 30161N101   16,051,312 395,840 SH   SOLE None 395,840 0 0
AMEREN CORP COM 023608102   15,198,012 173,771 SH   SOLE None 173,771 0 0
CIVITAS RESOURCES INC COM NEW 17888H103   14,738,028 290,863 SH   SOLE None 290,863 0 0
NXP SEMICONDUCTORS N V COM N6596X109   13,444,880 56,018 SH   SOLE None 56,018 0 0
OVINTIV INC COM 69047Q102   13,087,769 341,628 SH   SOLE None 341,628 0 0
AUTOLIV INC COM 052800109   12,644,539 135,424 SH   SOLE None 135,424 0 0
HESS MIDSTREAM PARTNERS LP UNIT LTD PR INT 428104103   12,327,570 349,520 SH   SOLE None 349,520 0 0
CENOVUS ENERGY INC COM 15135U109   11,568,762 691,498 SH   SOLE None 691,498 0 0
RANGE RES CORP COM 75281A109   11,507,562 374,108 SH   SOLE None 374,108 0 0
ARCHROCK INC COM 03957W106   10,939,356 540,482 SH   SOLE None 540,482 0 0
BORGWARNER INC COM 099724106   10,535,604 290,317 SH   SOLE None 290,317 0 0
MATADOR RES CO COM 576485205   10,525,669 212,984 SH   SOLE None 212,984 0 0
PPL CORP COM 69351T106   10,181,131 307,773 SH   SOLE None 307,773 0 0
VALERO ENERGY CORP COM 91913Y100   10,143,049 75,117 SH   SOLE None 75,117 0 0
TAMBORAN RES CORP COM 87507T101   9,944,953 489,417 SH   SOLE None 489,417 0 0
BKV CORP COM 05603J108   9,406,693 514,308 SH   SOLE None 514,308 0 0
GOLAR LNG LTD SHS G9456A100   8,756,048 238,195 SH   SOLE None 238,195 0 0
WILLIAMS COS INC COM 969457100   8,382,983 183,636 SH   SOLE None 183,636 0 0
ADIENT PLC ORD SHS G0084W101   8,283,506 367,014 SH   SOLE None 367,014 0 0
PINNACLE WEST CAP CORP COM 723484101   8,177,831 92,311 SH   SOLE None 92,311 0 0
ALLIANT ENERGY CORP COM 018802108   7,823,669 128,912 SH   SOLE None 128,912 0 0
DIAMONDBACK ENERGY INC COM 25278X109   7,305,795 42,377 SH   SOLE None 42,377 0 0
APA CORPORATION COM 03743Q108   7,238,105 295,916 SH   SOLE None 295,916 0 0
NATIONAL ENERGY SERVICES REU SHS G6375R107   6,644,881 703,162 SH   SOLE None 703,162 0 0
EQT CORP COM 26884L109   5,564,773 151,877 SH   SOLE None 151,877 0 0
MICROSOFT CORP COM 594918104   5,482,883 12,742 SH   SOLE None 12,742 0 0
APTIV PLC SHS G6095L109   4,836,120 67,159 SH   SOLE None 67,159 0 0
HONDA MOTOR LTD ADR ECH CNV IN 3 438128308   4,395,842 138,539 SH   SOLE None 138,539 0 0
BORR DRILLING LTD SHS G1466R173   4,214,393 767,649 SH   SOLE None 767,649 0 0
MURPHY OIL CORP COM 626717102   4,195,839 124,358 SH   SOLE None 124,358 0 0
TETRA TECHNOLOGIES INC DEL COM 88162F105   3,927,294 1,266,869 SH   SOLE None 1,266,869 0 0
ATLAS ENERGY SOLUTIONS INC COM NEW 642045108   3,444,901 158,023 SH   SOLE None 158,023 0 0
PHINIA INC COMMON STOCK 71880K101   3,187,900 69,257 SH   SOLE None 69,257 0 0
ANTERO MIDSTREAM CORP COM 03676B102   2,929,979 194,683 SH   SOLE None 194,683 0 0
NET POWER INC COM CL A 64107A105   2,717,244 387,624 SH   SOLE None 387,624 0 0
ASHLAND INC COM 044186104   2,572,225 29,576 SH   SOLE None 29,576 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109   2,465,245 6,436 SH   SOLE None 6,436 0 0
MONTANA TECHNOLOGIES CORP *W EXP 03/15/202 612160119   2,439,189 5,807,594 SH   SOLE None 5,807,594 0 0
HYLIION HOLDINGS CORP COMMON STOCK 449109107   2,315,474 933,659 SH   SOLE None 933,659 0 0
TESLA INC COM 88160R101   2,209,989 8,447 SH   SOLE None 8,447 0 0
WESTLAKE CORPORATION COM 960413102   2,192,731 14,590 SH   SOLE None 14,590 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103   2,166,178 193,064 SH   SOLE None 193,064 0 0
CLEARWAY ENERGY INC CL C 18539C204   1,997,728 65,115 SH   SOLE None 65,115 0 0
CLEAN ENERGY FUELS CORP COM 184499101   1,876,988 603,533 SH   SOLE None 603,533 0 0
ALLY FINL INC COM 02005N100   1,719,994 48,328 SH   SOLE None 48,328 0 0
EVGO INC CL A COM 30052F100   1,713,571 413,906 SH   SOLE None 413,906 0 0
SONIC AUTOMOTIVE INC CL A 83545G102   1,668,084 28,524 SH   SOLE None 28,524 0 0
PIEDMONT LITHIUM INC COM 72016P105   1,366,353 153,007 SH   SOLE None 153,007 0 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105   1,343,525 98,716 SH   SOLE None 98,716 0 0
VISTEON CORP COM NEW 92839U206   1,310,026 13,755 SH   SOLE None 13,755 0 0
LI AUTO INC SPONSORED ADS 50202M102   1,130,113 44,059 SH   SOLE None 44,059 0 0
AMERICAS CAR-MART INC COM 03062T105   1,127,229 26,890 SH   SOLE None 26,890 0 0
AURORA INNOVATION INC CLASS A COM 051774107   1,081,004 182,602 SH   SOLE None 182,602 0 0
ZEEKR INTELLIGENT TECHNOLOGY SPON ADS 98923K103   1,074,423 48,202 SH   SOLE None 48,202 0 0
ALGOMA STL GROUP INC COM 015658107   947,769 92,646 SH   SOLE None 92,646 0 0
LITHIUM AMERS CORP NEW COM SHS 53681J103   787,047 291,499 SH   SOLE None 291,499 0 0
GENERAL MTRS CO COM 37045V100   708,024 15,790 SH   SOLE None 15,790 0 0
CENTURY ALUM CO COM 156431108   644,412 39,705 SH   SOLE None 39,705 0 0
ARCHER AVIATION INC COM CL A 03945R102   577,518 190,600 SH   SOLE None 190,600 0 0
GOLDEN STAR ACQUISITION CORP UNIT 05/01/2028 G4023C127   552,500 50,000 SH   SOLE None 50,000 0 0
TE CONNECTIVITY PLC ORD SHS G87052109   486,188 3,220 SH   SOLE None 3,220 0 0
NEXTRACKER INC CLASS A COM 65290E101   434,918 11,604 SH   SOLE None 11,604 0 0
BERRY CORP COM 08579X101   424,898 82,665 SH   SOLE None 82,665 0 0
KINETIK HOLDINGS INC COM NEW CL A 02215L209   416,483 9,202 SH   SOLE None 9,202 0 0
LYFT INC CL A COM 55087P104   356,949 27,996 SH   SOLE None 27,996 0 0
GLOBAL X FDS GLOBAL X COPPER 37954Y830   243,062 5,142 SH   SOLE None 5,142 0 0