The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| NRG Energy, Inc | COM NEW | 629377508 | 362,991 | 9,007,214 | SH | SOLE | 1, 2 | 9,007,214 | 0 | 0 | |
| TransAlta Corporation | COM | 89346D107 | 32,526 | 3,259,094 | SH | SOLE | 1, 2 | 3,259,094 | 0 | 0 | |
| CenterPoint Energy Inc | COM | 15189T107 | 136,214 | 5,555,230 | SH | SOLE | 1, 2 | 5,555,230 | 0 | 0 | |
| Riley Exploration Permian Inc | COM | 76665T102 | 151,327 | 5,221,767 | SH | SOLE | 1, 2 | 5,221,767 | 0 | 0 | |
| Evergy Inc. | COM | 30034W106 | 137,143 | 2,269,447 | SH | SOLE | 1, 2 | 2,269,447 | 0 | 0 | |