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
ADVANCED DRAIN SYS INC DEL COM 00790R104   274,260 2,000 SH   SOLE   2,000 0 0
AGNICO EAGLE MINES LTD COM 008474108   913,410 4,500 SH   SOLE   4,500 0 0
AIR PRODUCTS AND CHEMICALS I COM 009158106   496,738 1,710 SH   SOLE   1,710 0 0
ALCOA CORP COM 013872106   3,150,675 47,500 SH   SOLE   47,500 0 0
ALPHABET INC CAP STK CL C 02079K107   172,116 600 SH   DFND 1 0 600 0
ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L203   1,441,146 27,725 SH   SOLE   27,725 0 0
ARCHER DANIELS MIDLAND CO COM 039483102   2,035,320 28,000 SH   SOLE   28,000 0 0
ARDMORE SHIPPING CORP COM Y0207T100   7,853,750 515,000 SH   SOLE   515,000 0 0
BARRICK MNG CORP COM SHS 06849F108   4,323,740 106,000 SH   SOLE   106,000 0 0
BARRICK MNG CORP CALL 06849F108   890,000 5,000 SH Call SOLE   5,000 0 0
BAYTEX ENERGY CORP COM 07317Q105   4,469,836 1,000,000 SH   SOLE   1,000,000 0 0
BLUE MOON METALS INC COM *A* 09570Q509   2,719,414 420,000 SH   SOLE   420,000 0 0
BOREALIS FOODS INC *W EXP 02/07/202 09973D113   0 1,474,861 SH   SOLE   1,474,861 0 0
BUNGE GLOBAL SA COM SHS H11356104   2,162,400 17,000 SH   SOLE   17,000 0 0
CADIZ INC COM NEW 127537207   982,000 200,000 SH   SOLE   200,000 0 0
CATERPILLAR INC COM 149123101   708,460 1,000 SH   SOLE   1,000 0 0
CENOVUS ENERGY INC COM 15135U109   20,895,198 790,000 SH   SOLE   790,000 0 0
CENTERRA GOLD INC COM 152006102   2,127,412 120,000 SH   SOLE   120,000 0 0
CENTURY ALUM CO COM 156431108   2,934,500 50,000 SH   SOLE   50,000 0 0
CF INDUSTRIES HOLD COM 125269100   973,800 7,500 SH   SOLE   7,500 0 0
CHENIERE ENERGY INC COM NEW 16411R208   22,152,859 78,069 SH   SOLE   78,069 0 0
CHORD ENERGY CORPORATION COM NEW 674215207   7,539,948 53,031 SH   SOLE   50,031 0 0
CHORD ENERGY CORPORATION COM NEW 674215207   426,540 3,000 SH   DFND 1 0 3,000 0
CIENA CORP COM NEW 171779309   38,823 100 SH   DFND 1 0 300 0
COEUR MNG INC COM NEW 192108504   2,158,550 115,000 SH   SOLE   115,000 0 0
COMPANHIA SIDERURGICA NACION CALL 20440W105   50,000 20,000 SH Call SOLE   20,000 0 0
CONOCOPHILLIPS COM 20825C104   772,200 5,850 SH   SOLE   5,850 0 0
CORE NATURAL RESOURCES INC COM SHS 218937100   10,978,741 104,829 SH   SOLE   104,829 0 0
CORE SCIENTIFIC INC NEW COM 21874A106   448,800 30,000 SH   SOLE   30,000 0 0
CORNING INC COM 219350105   258,343 1,900 SH   DFND 1 0 1,900 0
COTERRA ENERGY INC COM 127097103   3,303,160 94,000 SH   SOLE   94,000 0 0
CSX CORP COM 126408103   513,125 12,500 SH   SOLE   12,500 0 0
DAKOTA GOLD CORP COM 46655E100   1,025,160 203,002 SH   SOLE   203,002 0 0
DARLING INGREDIENTS INC CALL 237266101   2,242,500 6,500 SH Call SOLE   6,500 0 0
DARLING INGREDIENTS INC COM 237266101   618,500 10,000 SH   DFND 1 0 10,000 0
DAUCH CORP COM 024061103   948,800 160,000 SH   SOLE   160,000 0 0
DEERE & CO COM 244199105   732,290 1,300 SH   SOLE   1,300 0 0
DEVON ENERGY CORP NEW COM 25179M103   21,053,033 418,383 SH   SOLE   406,383 0 0
DEVON ENERGY CORP NEW COM 25179M103   603,840 12,000 SH   DFND 1 0 12,000 0
DIAMONDBACK ENERGY INC COM 25278X109   4,257,232 21,524 SH   SOLE   21,524 0 0
DOW HLDGS INC COM 260557103   1,132,880 27,200 SH   SOLE   27,200 0 0
EATON CORP PLC SHS G29183103   751,107 2,100 SH   SOLE   2,100 0 0
ECOVYST INC COM 27923Q109   621,948 48,363 SH   SOLE   48,363 0 0
ECOVYST INC COM 27923Q109   621,948 48,363 SH   DFND 1 0 48,363 0
EMERSON ELEC CO COM 291011104   759,916 5,800 SH   SOLE   5,800 0 0
ENERGY TRANSFER L P COM UT LTD PTN 29273V100   2,895,000 150,000 SH   SOLE   150,000 0 0
EQUINOX GOLD CORP COM 29446Y502   2,945,176 204,000 SH   SOLE   204,000 0 0
EXPAND ENERGY CORPORATION COM 165167735   3,179,119 28,959 SH   SOLE   28,959 0 0
FTAI AVIATION LTD SHS G3730V105   245,000 1,000 SH   SOLE   1,000 0 0
FUTUREFUEL CORP COM 36116M106   1,001,000 260,000 SH   SOLE   260,000 0 0
GCL GLOBAL HLDGS LTD *W EXP 02/13/203 G3777K111   0 325,564 SH   SOLE   325,564 0 0
GENERAL MTRS CO COM 37045V100   238,400 3,200 SH   SOLE   3,200 0 0
GERDAU SA SPON ADR REP PFD 373737105   758,100 210,000 SH   SOLE   210,000 0 0
GLOBAL PARTNERS LP COM UNITS 37946R109   18,597,886 441,755 SH   SOLE   441,755 0 0
GLOBAL X FDS PUT 37954Y830   212,500 2,500 SH Put SOLE   2,500 0 0
GRAFTECH INTL LTD SR NT COM NEW 384313607   67,800 10,000 SH   SOLE   10,000 0 0
GREEN PLAINS INC COM 393222104   378,350 23,000 SH   SOLE   23,000 0 0
HUBBELL INC COM 443510607   490,740 1,000 SH   SOLE   1,000 0 0
HUDBAY MINERALS INC COM 443628102   418,670 20,000 SH   SOLE   20,000 0 0
HUDSON TECHNOLOGIES INC COM 444144109   22,344,000 3,800,000 SH   SOLE   3,800,000 0 0
IAMGOLD CORP COM 450913108   10,752,777 571,480 SH   SOLE   571,480 0 0
IDEX CORP COM 45167R104   265,370 1,400 SH   SOLE   1,400 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357   1,055,560 5,500 SH   SOLE   5,500 0 0
ISHARES INC MSCI BRAZIL ETF 464286400   1,049,352 27,334 SH   SOLE   27,334 0 0
KB HOME COM 48666K109   496,800 9,600 SH   SOLE   9,600 0 0
KINROSS GOLD CORP COM 496902404   5,833,022 191,000 SH   SOLE   191,000 0 0
KIRBY CORP COM 497266106   1,063,040 8,000 SH   SOLE   8,000 0 0
KNOT OFFSHORE PARTNERS LP COM UNITS Y48125101   366,710 36,380 SH   SOLE   36,380 0 0
KODIAK GAS SVCS INC COM 50012A108   349,920 6,000 SH   SOLE   6,000 0 0
LAFAYETTE ACQUISITION CORP ORD SHS G53426105   4,960,703 497,563 SH   SOLE   497,563 0 0
LAFAYETTE ACQUISITION CORP RIGHT 10/24/2030 G53426113   60,000 500,000 SH   SOLE   500,000 0 0
LOEWS CORP COM 540424108   7,126,496 66,765 SH   SOLE   40,665 0 0
LOEWS CORP COM 540424108   2,785,914 26,100 SH   DFND 1 0 26,100 0
LUMENTUM HLDGS INC COM 55024U109   231,911 330 SH   DFND 1 0 330 0
MASTEC INC COM 576323109   257,392 800 SH   SOLE   800 0 0
MATADOR RES CO COM 576485205   379,080 6,000 SH   SOLE   6,000 0 0
MATSON INC PUT 57686G105   949,950 7,230 SH Put SOLE   7,230 0 0
METHANEX CORP COM 59151K108   12,792,705 214,859 SH   SOLE   214,859 0 0
MOOLEC SCIENCE SA *W EXP 01/30/202 G6223S117   0 412,400 SH   SOLE   412,400 0 0
MPLX LP COM UNIT REP LTD 55336V100   1,712,100 30,000 SH   SOLE   30,000 0 0
NAVIGATOR HLDGS LTD SHS Y62132108   4,667,673 241,473 SH   SOLE   241,473 0 0
NEW FOUND GOLD CORP COM 64440N103   485,071 250,000 SH   SOLE   250,000 0 0
NEW PAC METALS CORP COM 64782A107   1,385,111 334,047 SH   SOLE   334,047 0 0
NEXGEN ENERGY LTD COM 65340P106   809,019 69,743 SH   SOLE   69,743 0 0
NISOURCE INC COM 65473P105   163,310 3,500 SH   DFND 1 0 3,500 0
NRG ENERGY INC COM NEW 629377508   6,722,440 46,000 SH   SOLE   46,000 0 0
OGE ENERGY CORP COM 670837103   444,397 9,266 SH   DFND 1 0 9,266 0
OLD DOMINION FREIGHT LINE IN COM 679580100   263,790 1,350 SH   SOLE   1,350 0 0
OVINTIV INC COM 69047Q102   26,854,743 452,446 SH   SOLE   452,446 0 0
OWENS CORNING NEW COM 690742101   10,680,340 98,691 SH   SOLE   98,691 0 0
PACCAR INC COM 693718108   508,200 4,400 SH   SOLE   4,400 0 0
PAN AMERN SILVER CORP COM 697900108   819,450 15,000 SH   SOLE   15,000 0 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105   6,376,215 299,072 SH   SOLE   256,072 0 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105   916,760 43,000 SH   DFND 1 0 43,000 0
PRECISION DRILLING CORP COM NEW 74022D407   8,116,309 82,500 SH   SOLE   82,500 0 0
REPUBLIC SVCS INC COM 760759100   503,746 2,300 SH   SOLE   2,300 0 0
RF ACQUISITION CORP III UNIT 01/28/2031 *A* G7537X115   3,800,000 380,000 SH   SOLE   380,000 0 0
RICE ACQUISITION CORP 3 UNIT 99/99/9999 G7553X122   2,400,000 240,000 SH   SOLE   240,000 0 0
SCAGE FUTURE *W EXP 05/15/203 G7840J118   0 1,395,348 SH   SOLE   1,395,348 0 0
SCHMID GROUP N.V. EURO SHS CL A N68722102   6,496,875 1,237,500 SH   SOLE   1,237,500 0 0
SCHMID GROUP N.V. *W EXP 04/30/202 N68722110   813,032 542,021 SH   SOLE   542,021 0 0
SCORPIO TANKERS INC SHS Y7542C130   1,067,638 14,300 SH   SOLE   10,000 0 0
SCORPIO TANKERS INC SHS Y7542C130   321,038 4,300 SH   DFND 1 0 4,300 0
SEADRILL LTD COM G7997W102   4,882,150 107,300 SH   SOLE   107,300 0 0
SELECT SECTOR SPDR TR STATE STREET MAT 81369Y100   2,018,788 40,400 SH   SOLE   40,400 0 0
SHELL PLC SPON ADS 780259305   2,464,500 26,500 SH   SOLE   26,500 0 0
SIBANYE STILLWATER LTD SPONSORED ADR 82575P107   3,902,360 316,750 SH   SOLE   316,750 0 0
SOLARIS RES INC COM NEW 83419D201   302,073 35,000 SH   SOLE   35,000 0 0
SPDR GOLD TR GOLD SHS 78463V107   774,522 1,800 SH   SOLE   1,800 0 0
SSR MINING IN COM 784730103   1,764,000 60,000 SH   SOLE   60,000 0 0
STAR BULK CARRIERS CORP. SHS PAR Y8162K204   3,445,500 150,000 SH   SOLE   150,000 0 0
STAR GROUP LP UNIT LTD PARTNR 85512C105   41,763,138 3,400,907 SH   SOLE   3,400,907 0 0
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103   8,688,543 13,360 SH   SOLE   13,360 0 0
TALEN ENERGY CORP COM 87422Q109   2,394,225 7,500 SH   SOLE   7,500 0 0
TEEKAY TANKERS LTD CL A G8726X106   13,598,074 185,462 SH   SOLE   185,462 0 0
TRANSALTA CORP COM 89346D107   1,314,362 100,000 SH   SOLE   100,000 0 0
TSAKOS ENERGY NAVIGATION LTD SHS G9108L173   1,696,780 43,000 SH   SOLE   43,000 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106   917,700 10,000 SH   SOLE   10,000 0 0
VANECK ETF TRUST PUT 92189F106   929,250 5,300 SH Put SOLE   5,300 0 0
VENTURE GLOBAL INC COM CL A 92333F101   27,410,123 1,739,221 SH   SOLE   1,739,221 0 0
VIPER ENERGY INC CL A 64361Q101   3,176,477 67,599 SH   SOLE   67,599 0 0
VISTRA CORP COM 92840M102   3,983,745 26,500 SH   SOLE   26,500 0 0
WASTE MGMT INC DEL COM 94106L109   482,559 2,100 SH   SOLE   2,100 0 0
WESTLAKE CORPORATION COM 960413102   502,326 4,300 SH   SOLE   4,300 0 0
WOODWARD INC COM 980745103   486,771 1,360 SH   SOLE   1,360 0 0
ZIM INTEGRATED SHIPPING SERV SHS M9T951109   5,270,000 200,000 SH   SOLE   200,000 0 0