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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALLEGRO MICROSYSTEMS INC COM 01749D105 3,049 95,400 SH   SOLE   95,400 0 0
AMERESCO INC CL A 02361E108 7,304 125,000 SH   SOLE   125,000 0 0
AMERICAN SUPERCONDUCTOR CORP SHS NEW 030111207 4,228 290,000 SH   SOLE   290,000 0 0
ANTERO RESOURCES CORP CALL 03674X106 5,643 300,000 SH Call SOLE   300,000 0 0
ANTERO RESOURCES CORP COM 03674X106 3,574 190,000 SH   SOLE   190,000 0 0
APTIV PLC SHS G6095L109 2,235 15,000 SH   SOLE   15,000 0 0
ARCHAEA ENERGY INC COM CL A 03940F103 1,421 75,000 SH   SOLE   75,000 0 0
ARCHAEA ENERGY INC *W EXP 10/26/202 03940F111 4,735 250,000 SH   SOLE   250,000 0 0
AZURE POWER GLOBAL LTD SHS V0393H103 2,640 120,000 SH   SOLE   120,000 0 0
BAKER HUGHES COMPANY CL A 05722G100 7,419 300,000 SH   SOLE   300,000 0 0
BEAM GLOBAL COM 07373B109 1,369 50,000 SH   SOLE   50,000 0 0
BP PLC SPONSORED ADR 055622104 7,516 275,000 SH   SOLE   275,000 0 0
BUNGE LIMITED COM G16962105 5,582 68,643 SH   SOLE   68,643 0 0
CATERPILLAR INC COM 149123101 9,599 50,000 SH   SOLE   50,000 0 0
CHAMPIONX CORPORATION COM 15872M104 1,565 70,000 SH   SOLE   70,000 0 0
CHEVRON CORP NEW COM 166764100 10,652 105,000 SH   SOLE   105,000 0 0
CIMAREX ENERGY CO COM 171798101 4,360 50,000 SH   SOLE   50,000 0 0
CLEAN HARBORS INC COM 184496107 5,194 50,000 SH   SOLE   50,000 0 0
CLEARWAY ENERGY INC CL C 18539C204 3,027 100,000 SH   SOLE   100,000 0 0
CONOCOPHILLIPS COM 20825C104 6,777 100,000 SH   SOLE   100,000 0 0
COVANTA HLDG CORP COM 22282E102 5,533 275,000 SH   SOLE   275,000 0 0
DARLING INGREDIENTS INC COM 237266101 4,674 65,000 SH   SOLE   65,000 0 0
DECARBONIZATION PLUS ACQUI-A *W EXP 01/19/202 242794113 542 54,925 SH   SOLE   54,925 0 0
DIAMONDBACK ENERGY INC COM 25278X109 7,100 75,000 SH   SOLE   75,000 0 0
ENERSYS COM 29275Y102 2,233 30,000 SH   SOLE   30,000 0 0
ENPHASE ENERGY INC COM 29355A107 7,499 50,000 SH   SOLE   50,000 0 0
FIRST SOLAR INC COM 336433107 9,785 102,500 SH   SOLE   102,500 0 0
FLUX PWR HLDGS INC COM NEW 344057302 381 75,000 SH   SOLE   75,000 0 0
FORTISTAR SUSTAINABLE SOL CO UNIT 01/14/2026 34962M205 2,012 200,000 SH   SOLE   200,000 0 0
FORTIVE CORP COM 34959J108 3,881 55,000 SH   SOLE   55,000 0 0
FUSION FUEL GREEN PLC CL A G3R25D118 1,901 175,000 SH   SOLE   175,000 0 0
FUTUREFUEL CORP COM 36116M106 2,852 400,000 SH   SOLE   400,000 0 0
GENERAL MOTORS CO COM 37045V100 9,224 175,000 SH   SOLE   175,000 0 0
GFL ENVIRONMENTAL INC SUB VTG SHS 36168Q104 1,672 45,000 SH   SOLE   45,000 0 0
GREEN PLAINS INC NOTE 2.250% 3/1 393222AK0 2,437 1,900,000 SH   SOLE   1,900,000 0 0
GREEN PLAINS INC COM 393222104 3,265 100,000 SH   SOLE   100,000 0 0
INFRA AND ENERGY ALTRNTIVE I COM 45686J104 3,429 300,000 SH   SOLE   300,000 0 0
INVESCO EXCH TRADED FD TR II PUT 46138G706 15,990 200,000 SH Put SOLE   200,000 0 0
ISHARES TR CALL 464288224 49,795 2,300,000 SH Call SOLE   2,300,000 0 0
LI-CYCLE HOLDINGS CORP CALL 50202P105 5,850 500,000 SH Call SOLE   500,000 0 0
LI-CYCLE HOLDINGS CORP COMMON SHARES 50202P105 7,294 623,410 SH   SOLE   623,410 0 0
MARATHON OIL CORP COM 565849106 8,202 600,000 SH   SOLE   600,000 0 0
MICROVAST HOLDINGS INC PUT 59516C106 3,288 400,000 SH Put SOLE   400,000 0 0
MONTAUK RENEWABLES INC COM 61218C103 1,123 100,000 SH   SOLE   100,000 0 0
MUELLER WTR PRODS INC COM SER A 624758108 1,522 100,000 SH   SOLE   100,000 0 0
OCCIDENTAL PETE CORP *W EXP 08/03/202 674599162 31,716 1,072,205 SH   SOLE   1,072,205 0 0
ORMAT TECHNOLOGIES INC COM 686688102 1,998 30,000 SH   SOLE   30,000 0 0
OVINTIV INC CALL 69047Q102 9,864 300,000 SH Call SOLE   300,000 0 0
OVINTIV INC COM 69047Q102 8,384 255,000 SH   SOLE   255,000 0 0
PACCAR INC COM 693718108 3,157 40,000 SH   SOLE   40,000 0 0
PIONEER NAT RES CO COM 723787107 6,258 37,582 SH   SOLE   37,582 0 0
POLAR PWR INC COM 73102V105 1,108 200,000 SH   SOLE   200,000 0 0
POWER & DIGITAL INFRA ACQ CO UNIT 99/99/9999 739190205 1,350 125,000 SH   SOLE   125,000 0 0
QUANTUMSCAPE CORP COM CL A 74767V109 1,436 58,500 SH   SOLE   58,500 0 0
RENEWABLE ENERGY GROUP INC CALL 75972A301 5,020 100,000 SH Call SOLE   100,000 0 0
RICE ACQUISITION CORP II UNIT 99/99/9999 G75529118 4,378 425,000 SH   SOLE   425,000 0 0
ROYAL DUTCH SHELL PLC CALL 780259206 22,285 500,000 SH Call SOLE   500,000 0 0
ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 5,794 130,000 SH   SOLE   130,000 0 0
SELECT SECTOR SPDR TR CALL 81369Y506 52,090 1,000,000 SH Call SOLE   1,000,000 0 0
SELECT SECTOR SPDR TR PUT 81369Y506 70,322 1,350,000 SH Put SOLE   1,350,000 0 0
SUNRUN INC CALL 86771W105 4,400 100,000 SH Call SOLE   100,000 0 0
SUNRUN INC COM 86771W105 3,080 70,000 SH   SOLE   70,000 0 0
SUSTAINABLE DEVELOPMENT ACQU I CO UNIT 02/04/2026 86934L202 725 71,900 SH   SOLE   71,900 0 0
TARGA RES CORP COM 87612G101 4,921 100,000 SH   SOLE   100,000 0 0
VALERO ENERGY CORP COM 91913Y100 10,586 150,000 SH   SOLE   150,000 0 0
VINE ENERGY INC CL A 92735P103 10,953 665,000 SH   SOLE   665,000 0 0
VISION MARINE TECHNOLOGIES I COM C96657116 810 118,292 SH   SOLE   118,292 0 0
WILLDAN GROUP INC COM 96924N100 2,800 78,665 SH   SOLE   78,665 0 0
ZIM INTEGRATED SHIPPING SERVIC CALL M9T951109 10,647 210,000 SH Call SOLE   210,000 0 0
ZIM INTEGRATED SHIPPING SERVIC SHS M9T951109 5,577 110,000 SH   SOLE   110,000 0 0