Managing Member of the General Partner

0001013594-23-000214.txt : 20230214 0001013594-23-000214.hdr.sgml : 20230214 20230214140218 ACCESSION NUMBER: 0001013594-23-000214 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230214 DATE AS OF CHANGE: 20230214 EFFECTIVENESS DATE: 20230214 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Yaupon Capital Management LP CENTRAL INDEX KEY: 0001755028 IRS NUMBER: 830878771 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19371 FILM NUMBER: 23626829 BUSINESS ADDRESS: STREET 1: 104 W 40TH ST, FLOOR 20 CITY: NEW YORK STATE: NY ZIP: 10018 BUSINESS PHONE: 6467553825 MAIL ADDRESS: STREET 1: 104 W 40TH ST, FLOOR 20 CITY: NEW YORK STATE: NY ZIP: 10018 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE 0001755028 XXXXXXXX 12-31-2022 12-31-2022 false Yaupon Capital Management LP

104 W 40TH ST, FLOOR 20 NEW YORK NY 10018

13F HOLDINGS REPORT 028-19371 000298556 801-114061 N Steve Pattyn Managing Member of the General Partner 646-561-9651 /s/ Steve Pattyn New York NY 02-14-2023 0 90 635178369 INFORMATION TABLE 2 informationtable.xml 5E ADVANCED MATERIALS INC COMMON STOCK 33830Q109 2319320 294330 SH SOLE 294330 0 0 ALGONQUIN PWR UTILS CORP COM 015857105 13495685 2070713 SH SOLE 2070713 0 0 ALLIANT ENERGY CORP COM 018802108 14837191 268741 SH SOLE 268741 0 0 ALTUS POWER INC COM CL A 02217A102 2918541 447629 SH SOLE 447629 0 0 AMCI ACQUISITION CORP II CLASS A COM 00166R100 1018958 102100 SH SOLE 102100 0 0 ANTERO RESOURCES CORP COM 03674X106 8155638 263170 SH SOLE 263170 0 0 APTIV PLC SHS G6095L109 3361993 36100 SH SOLE 36100 0 0 ASPEN AEROGELS INC COM 04523Y105 7898569 669938 SH SOLE 669938 0 0 BENSON HILL INC *W EXP 09/29/202 082490111 21276 85070 SH SOLE 85070 0 0 CENOVUS ENERGY INC COM 15135U109 15287122 787590 SH SOLE 787590 0 0 CF INDS HLDGS INC COM 125269100 17040000 200000 SH Put SOLE 2000 0 0 CHAMPIONX CORPORATION COM 15872M104 5063335 174658 SH SOLE 174658 0 0 CHART INDS INC COM 16115Q308 17151064 148842 SH SOLE 148842 0 0 CHENIERE ENERGY INC COM NEW 16411R208 3749000 25000 SH SOLE 25000 0 0 CLEAN ENERGY FUELS CORP COM 184499101 1136975 218649 SH SOLE 218649 0 0 COMPASS MINERALS INTL INC COM 20451N101 851160 20760 SH SOLE 20760 0 0 CONSTELLATION ENERGY CORP COM 21037T109 15079508 174916 SH SOLE 174916 0 0 DARLING INGREDIENTS INC COM 237266101 17215000 275044 SH SOLE 275044 0 0 DELEK US HLDGS INC NEW COM 24665A103 10349667 383321 SH SOLE 383321 0 0 DENBURY INC COM 24790A101 19118729 219705 SH SOLE 219705 0 0 DIAMOND OFFSHORE DRILLING IN COM 25271C201 260000 25000 SH SOLE 25000 0 0 HF SINCLAIR CORP COM 403949100 5189000 100000 SH Put SOLE 2000 0 0 DT MIDSTREAM INC COMMON STOCK 23345M107 7524865 136172 SH SOLE 136172 0 0 DTE ENERGY CO COM 233331107 16776585 142743 SH SOLE 142743 0 0 EMBARK TECHNOLOGY INC *W EXP 11/10/202 29079J111 3200 159987 SH SOLE 159987 0 0 ENOVIX CORPORATION COM 293594107 1515876 121855 SH SOLE 121855 0 0 EQT CORP COM 26884L109 4875106 144106 SH SOLE 144106 0 0 EQUITRANS MIDSTREAM CORP COM 294600101 4974194 742417 SH SOLE 742417 0 0 EVERGY INC COM 30034W106 13599362 216103 SH SOLE 216103 0 0 FIRST RESERVE SUSTAINABLE GW CLASS A COM 336169107 6486180 645391 SH SOLE 645391 0 0 FIRST RESERVE SUSTAINABLE GW *W EXP 03/05/202 336169115 191 15000 SH SOLE 15000 0 0 FIRSTENERGY CORP COM 337932107 6521125 155487 SH SOLE 155487 0 0 FLOWSERVE CORP COM 34354P105 5237076 170700 SH SOLE 170700 0 0 FREYR BATTERY SHS L4135L100 5095837 587078 SH SOLE 587078 0 0 GENERAL MTRS CO COM 37045V100 5961782 177223 SH SOLE 177223 0 0 GEVO INC COM PAR 374396406 763295 401734 SH SOLE 401734 0 0 GFL ENVIRONMENTAL INC SUB VTG SHS 36168Q104 12244009 418885 SH SOLE 418885 0 0 GOGREEN INVESTMENTS CORP ORD SHS CL A G9461B101 5190000 500000 SH SOLE 500000 0 0 GOGREEN INVESTMENTS CORP *W EXP 05/31/202 G9461B119 82500 250000 SH SOLE 250000 0 0 HALLIBURTON CO COM 406216101 10286090 261400 SH SOLE 261400 0 0 KIMBELL RTY PARTNERS LP UNIT 49435R102 14195000 850000 SH SOLE 850000 0 0 KINETIK HOLDINGS INC COM NEW CL A 02215L209 9562237 289064 SH SOLE 289064 0 0 KIRBY CORP COM 497266106 6026249 93648 SH SOLE 93648 0 0 THE LION ELECTRIC COMPANY COMMON STOCK 536221104 718238 320642 SH SOLE 320642 0 0 MAGNOLIA OIL & GAS CORP CL A 559663109 9380000 400000 SH SOLE 400000 0 0 MARATHON DIGITAL HOLDINGS IN NOTE 1.000%12/0 565788AB2 466317 2000000 SH SOLE 2000000 0 0 MARATHON OIL CORP COM 565849106 11915402 440170 SH SOLE 440170 0 0 MARATHON PETE CORP COM 56585A102 20460198 175790 SH SOLE 175790 0 0 MASTEC INC COM 576323109 13120341 153760 SH SOLE 153760 0 0 NATIONAL ENERGY SERVICES REU SHS G6375R107 1789361 257833 SH SOLE 257833 0 0 NEXTERA ENERGY INC COM 65339F101 13225436 158199 SH SOLE 158199 0 0 NISOURCE INC COM 65473P105 14009234 510913 SH SOLE 510913 0 0 NOBLE CORP PLC ORD SHS A G65431127 26397 700 SH SOLE 700 0 0 NUVVE HOLDING CORP COM 67079Y100 425444 634991 SH SOLE 634991 0 0 OBSIDIAN ENERGY LTD COM 674482203 1762687 265993 SH SOLE 265993 0 0 OPAL FUELS INC CLASS A COM 68347P103 335739 46118 SH SOLE 46118 0 0 OVINTIV INC COM 69047Q102 11113705 219162 SH SOLE 219162 0 0 PAR PAC HOLDINGS INC COM NEW 69888T207 5020907 215953 SH SOLE 215953 0 0 PBF ENERGY INC CL A 69318G106 2039000 50000 SH SOLE 50000 0 0 PERIMETER SOLUTIONS SA COMMON STOCK L7579L106 966436 105737 SH SOLE 105737 0 0 PIEDMONT LITHIUM INC COM 72016P105 6203915 140934 SH SOLE 140934 0 0 POWER & DIGITAL INFRASTRUCTU *W EXP 12/09/202 73919C118 5265 75000 SH SOLE 75000 0 0 POWER & DIGITAL INFRASTRUCTU CLASS A COM 73919C100 1510500 150000 SH SOLE 150000 0 0 PUBLIC SVC ENTERPRISE GRP IN COM 744573106 9294659 151700 SH SOLE 151700 0 0 PYROPHYTE ACQUISITION CORP UNIT 99/99/9999 G7308P119 252750 25000 SH SOLE 25000 0 0 RANGER OIL CORPORATION CLASS A COM 70788V102 2405585 59500 SH SOLE 59500 0 0 SAMSARA INC COM CL A 79589L106 2501065 201212 SH SOLE 201212 0 0 SHELL PLC SPON ADS 780259305 13539863 237750 SH SOLE 237750 0 0 SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 3050446 123650 SH SOLE 123650 0 0 SM ENERGY CO COM 78454L100 5003364 143651 SH SOLE 143651 0 0 SOLAREDGE TECHNOLOGIES INC COM 83417M104 6203613 21900 SH SOLE 21900 0 0 SOLID POWER INC CLASS A COM 83422N105 2636876 1038140 SH SOLE 1038140 0 0 SOUTHWEST GAS HLDGS INC COM 844895102 10417684 168353 SH SOLE 168353 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 57364500 150000 SH Put SOLE 1500 0 0 STEM INC COM 85859N102 150192 16800 SH SOLE 16800 0 0 SUNCOR ENERGY INC NEW COM 867224107 8816815 277870 SH SOLE 277870 0 0 SUNLIGHT FINANCIAL HOLDINGS *W EXP 07/09/202 86738J114 1561 9750 SH SOLE 9750 0 0 SUNRUN INC COM 86771W105 2526904 105200 SH SOLE 105200 0 0 SUSTAINABLE DEVELP ACQU I CO COM CL A 86934L103 483795 48091 SH SOLE 48091 0 0 SUSTAINABLE DEVELP ACQU I CO *W EXP 02/04/202 86934L111 962 24045 SH SOLE 24045 0 0 TARGA RES CORP COM 87612G101 17612144 239621 SH SOLE 239621 0 0 TECK RESOURCES LTD CL B 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