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
ABOVE FOOD INGREDIENTS INC *W EXP 06/28/202 00373V118   9,300 310,000 SH   SOLE 0 310,000 0 0
ALGOMA STL GROUP INC COM 015658107   1,493,904 152,751 SH   SOLE 0 152,751 0 0
ALCOA CORP COM 013872106   377,800 10,000 SH   SOLE 0 10,000 0 0
AMEREN CORP COM 023608102   3,418,519 38,350 SH   SOLE 1 0 38,350 0
ARCH RESOURCES INC CL A 03940R107   706,100 5,000 SH   SOLE 0 5,000 0 0
BOREALIS FOODS INC *W EXP 02/07/202 09973D113   47,405 592,574 SH Call SOLE 0 592,574 0 0
BRISTOW GROUP INC COM 11040G103   2,550,376 74,355 SH   SOLE 0 74,355 0 0
CAMECO ORD COM 13321L108   3,545,910 69,000 SH   SOLE 0 69,000 0 0
CANADIAN NAT RES LTD COM 136385101   3,085,694 100,000 SH   SOLE 0 100,000 0 0
CENTERRA GOLD INC COM 152006102   2,331,861 410,000 SH   SOLE 0 410,000 0 0
CENTURY ALUM CO COM 156431108   824,892 45,274 SH   SOLE 0 45,274 0 0
COTERRA ENERGY INC COM 127097103   5,618,800 220,000 SH   SOLE 0 220,000 0 0
DARLING INGREDIENTS INC COM 237266101   1,516,050 45,000 SH   SOLE 0 45,000 0 0
EATON CORP PLC SHS G29183103   912,642 2,750 SH   SOLE 0 2,750 0 0
ENERFLEX LTD COM 29269R105   1,492,500 150,000 SH   SOLE 0 150,000 0 0
ENERGY TRANSFER L P COM UT LTD PTN 29273V100   16,083,390 821,000 SH   SOLE 0 821,000 0 0
ENTERGY CORP NEW COM 29364G103   6,065,600 80,000 SH   SOLE 1 0 80,000 0
EQUINOX GOLD CORP COM 29446Y502   1,311,464 261,248 SH   SOLE 0 261,248 0 0
EVERGY INC COM 30034W106   1,477,200 24,000 SH   SOLE 0 24,000 0 0
EXELON CORP COM 30161N101   1,994,920 53,000 SH   SOLE 0 53,000 0 0
EXPAND ENERGY CORPORATION COM 165167735   6,165,927 61,938 SH   SOLE 0 61,938 0 0
FIRST SOLAR INC COM 336433107   493,472 2,800 SH   SOLE 0 2,800 0 0
FRONTLINE PLC COM M46528101   15,046,881 1,061,000 SH   SOLE 0 1,061,000 0 0
GLOBAL PARTNERS LP COM UNITS 37946R109   23,651,124 508,080 SH   SOLE 0 508,080 0 0
GREENFIRE RES LTD NEW COM SHS 39525U107   1,122,585 159,080 SH   SOLE 0 159,080 0 0
HAFNIA LTD ORD SHS G4233B109   1,356,147 248,030 SH   SOLE 0 34,208 0 0
HUDBAY MINERALS INC COM 443628102   1,458,000 180,000 SH   SOLE 0 180,000 0 0
IAMGOLD CORP ORD SHS 450913108   2,780,032 538,766 SH   SOLE 0 538,766 0 0
IDACORP INC COM 451107106   939,808 8,600 SH   SOLE 0 8,600 0 0
MAC COPPER LIMITED ORD SHS G60409110   532,975 50,186 SH   SOLE 0 50,186 0 0
METHANEX CORP COM 59151K108   4,945,957 99,038 SH   SOLE 0 99,038 0 0
MOOLEC SCIENCE SA *W EXP 12/30/202 L64875112   12,372 412,400 SH Call SOLE 0 412,400 0 0
NOBLE CORP PLC PUT G65431957   315,000 3,000 SH Put SOLE 0 3,000 0 0
NEXGEN ENERGY LTD COM 65340P106   516,568 78,268 SH   SOLE 0 78,268 0 0
NOBLE CORP PLC ORD SHS A G65431127   8,713,531 277,501 SH   SOLE 0 277,501 0 0
NISOURCE INC COM 65473P105   3,977,432 108,200 SH   SOLE 1 0 108,200 0
NVIDIA CORPORATION COM 67066G104   6,513,065 48,500 SH   SOLE 1 0 48,500 0
OUSTER INC *W EXP 03/11/202 68989M111   10,492 98,616 SH Call DFND 1 0 98,616 0
OGE ENERGY CORP COM 670837103   482,625 11,700 SH   SOLE 1 0 11,700 0
PG&E CORP COM 69331C108   2,018,000 100,000 SH   SOLE 0 100,000 0 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105   4,368,644 303,800 SH   SOLE 0 303,800 0 0
PRECISION DRILLING CORP COM NEW 74022D407   5,196,036 85,000 SH   SOLE 0 85,000 0 0
OVINTIV INC COM 69047Q102   4,635,751 114,463 SH   SOLE 0 114,463 0 0
RF ACQUISITION CORP *W EXP 05/01/202 74954L112   6,750 225,000 SH Call SOLE 0 225,000 0 0
RF ACQUISITION CORP RIGHT 05/01/2028 74954L120   36,000 225,000 SH   SOLE 0 225,000 0 0
SCHMID GROUP N.V. *W EXP 04/30/202 N68722110   602,775 2,411,100 SH   SOLE 0 2,411,100 0 0
SCHMID GROUP N.V. EURO SHS CL A N68722102   3,174,000 1,058,000 SH   SOLE 0 1,058,000 0 0
SEADRILL 2021 LTD COM G7997W102   10,567,548 271,450 SH   SOLE 0 271,450 0 0
SHELL PLC SPON ADS 780259305   1,472,275 23,500 SH   SOLE 0 23,500 0 0
SEMPRA COM 816851109   478,074 5,450 SH   SOLE 1 0 5,450 0
SILEXION THERAPEUTICS CORP *W EXP 08/15/202 G1281K114   5,625 187,500 SH   SOLE 0 187,500 0 0
SMURFIT WESTROCK PLC SHS G8267P108   8,472,124 157,299 SH   SOLE 0 157,299 0 0
STAR GROUP L P UNIT LTD PARTNR 85512C105   36,042,339 3,123,253 SH   SOLE 0 3,123,253 0 0
STANDARD LITHIUM LTD COM 853606101   73,000 50,000 SH   SOLE 0 50,000 0 0
TECK RESOURCES LTD CL B 878742204   10,529,167 259,787 SH   SOLE 0 546,543 0 0
STEEL DYNAMICS INC PUT 858119950   390,000 500 SH   SOLE 0 500 0 0
UNITED STATES STL CORP NEW COM 912909108   8,756,027 257,606 SH   SOLE 0 257,606 0 0
VEREN INC COM NEW 92340V107   8,118,483 1,580,000 SH   SOLE 0 1,580,000 0 0
VISTRA CORP COM 92840M102   19,770,558 143,400 SH   DFND 1 30,000 113,400 0
VERTIV HOLDINGS CO COM CL A 92537N108   880,477 7,750 SH   SOLE 1 0 7,750 0
TEEKAY CORPORATION LTD SHS G8726T105   282,744 40,800 SH   SOLE 0 40,800 0 0
TEEKAY CORPORATION LTD CL A G8726X106   266,593 6,700 SH   SOLE 0 6,700 0 0
WARRIOR MET COAL INC COM 93627C101   8,760,465 161,513 SH   SOLE 0 161,513 0 0
ZIM INTEGRATED SHIPPING SERV CALL M9T951909   1,443,750 5,250 SH Call SOLE 0 5,250 0 0