0001013594-23-000955.txt : 20231128 0001013594-23-000955.hdr.sgml : 20231128 20231127175612 ACCESSION NUMBER: 0001013594-23-000955 CONFORMED SUBMISSION TYPE: 13F-HR/A PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20231128 DATE AS OF CHANGE: 20231127 EFFECTIVENESS DATE: 20231128 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/A SEC ACT: 1934 Act SEC FILE NUMBER: 028-19371 FILM NUMBER: 231441417 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/A 1 primary_doc.xml X0202 13F-HR/A LIVE 0001755028 XXXXXXXX 03-31-2023 03-31-2023 true 1 RESTATEMENT 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 646-561-9651 /s/ Steve Pattyn New York NY 11-27-2023 0 105 829288145 INFORMATION TABLE 2 informationtable.xml 5E ADVANCED MATERIALS INC COMMON STOCK 33830Q109 1367076 252228 SH SOLE 252228 0 0 ALGONQUIN PWR UTILS CORP COM 015857105 8310960 989400 SH SOLE 989400 0 0 ALLIANT ENERGY CORP COM 018802108 16069715 300931 SH SOLE 300931 0 0 ANTERO RESOURCES CORP COM 03674X106 8098564 350739 SH SOLE 350739 0 0 APTIV PLC SHS G6095L109 5593793 49860 SH SOLE 49860 0 0 ARCBEST CORP COM 03937C105 1996272 21600 SH SOLE 21600 0 0 ASPEN AEROGELS INC COM 04523Y105 2603715 349492 SH SOLE 349492 0 0 ATLANTICA SUSTAINABLE INFR P SHS G0751N103 3147874 106491 SH SOLE 106491 0 0 ATLAS ENERGY SOLUTIONS INC COM CLASS A 04930R107 764715 44904 SH SOLE 44904 0 0 BENSON HILL INC *W EXP 09/29/202 082490111 7410 85070 SH SOLE 85070 0 0 BP PLC SPONSORED ADR 055622104 6040048 159200 SH SOLE 159200 0 0 CALIFORNIA RES CORP COM STOCK 13057Q305 2082850 54100 SH SOLE 54100 0 0 CENOVUS ENERGY INC COM 15135U109 15819668 906052 SH SOLE 906052 0 0 CENTERPOINT ENERGY INC COM 15189T107 4255821 144461 SH SOLE 144461 0 0 CF INDS HLDGS INC COM 125269100 7249000 100000 SH Put SOLE 100000 0 0 CHAMPIONX CORPORATION COM 15872M104 4422488 163011 SH SOLE 163011 0 0 CHART INDS INC COM 16115Q308 6719684 53586 SH SOLE 53586 0 0 CHENIERE ENERGY INC COM NEW 16411R208 13679680 86800 SH SOLE 86800 0 0 CHORD ENERGY CORPORATION COM NEW 674215207 2961200 22000 SH SOLE 22000 0 0 CLEAN ENERGY FUELS CORP COM 184499101 6680719 1532275 SH SOLE 1532275 0 0 CONSTELLATION ENERGY CORP COM 21037T109 6090187 77582 SH SOLE 77582 0 0 CSX CORP COM 126408103 6087341 203318 SH SOLE 203318 0 0 CHEVRON CORP NEW COM 166764100 40790000 250000 SH Put SOLE 250000 0 0 DARLING INGREDIENTS INC COM 237266101 15644834 267891 SH SOLE 267891 0 0 DELEK US HLDGS INC NEW COM 24665A103 4440458 193484 SH SOLE 193484 0 0 DENBURY INC COM 24790A101 35052000 400000 SH Call SOLE 400000 0 0 DENBURY INC COM 24790A101 22804043 260231 SH SOLE 260231 0 0 DMC GLOBAL INC COM 23291C103 1591089 72421 SH SOLE 72421 0 0 DOMINION ENERGY INC COM 25746U109 34949341 625100 SH SOLE 625100 0 0 DOW INC COM 260557103 8046041 146772 SH SOLE 146772 0 0 DT MIDSTREAM INC COMMON STOCK 23345M107 1771445 35881 SH SOLE 35881 0 0 DTE ENERGY CO COM 233331107 23336730 213043 SH SOLE 213043 0 0 EMBARK TECHNOLOGY INC *W EXP 11/10/202 29079J111 3008 159987 SH SOLE 159987 0 0 ENERGY FUELS INC COM NEW 292671708 1493208 267600 SH SOLE 267600 0 0 ENLINK MIDSTREAM LLC COM UNIT REP LTD 29336T100 2395065 220947 SH SOLE 220947 0 0 EQUITRANS MIDSTREAM CORP COM 294600101 4000916 692200 SH SOLE 692200 0 0 EVERGY INC COM 30034W106 16832631 275403 SH SOLE 275403 0 0 EXPRO GROUP HOLDINGS NV COM N3144W105 2524500 137500 SH SOLE 137500 0 0 FIRSTENERGY CORP COM 337932107 6228809 155487 SH SOLE 155487 0 0 FLEETCOR TECHNOLOGIES INC COM 339041105 13747420 65200 SH SOLE 65200 0 0 FLOWSERVE CORP COM 34354P105 4712400 138600 SH SOLE 138600 0 0 FREEPORT-MCMORAN INC CL B 35671D857 6594690 161200 SH SOLE 161200 0 0 GENERAL MTRS CO COM 37045V100 5102188 139100 SH SOLE 139100 0 0 GEVO INC COM PAR 374396406 618670 401734 SH SOLE 401734 0 0 ISHARES S&P GSCI COMMODITY- UNIT BEN INT 46428R107 9054000 450000 SH Put SOLE 450000 0 0 HUDBAY MINERALS INC COM 443628102 3117450 593800 SH SOLE 593800 0 0 ITRON INC COM 465741106 849660 15323 SH SOLE 15323 0 0 KIMBELL RTY PARTNERS LP UNIT 49435R102 12243930 803935 SH SOLE 803935 0 0 KINETIK HOLDINGS INC COM NEW CL A 02215L209 7831354 250203 SH SOLE 250203 0 0 THE LION ELECTRIC COMPANY COMMON STOCK 536221104 148833 80018 SH SOLE 80018 0 0 LUXFER HLDGS PLC SHS G5698W116 165367 9785 SH SOLE 9785 0 0 MARATHON DIGITAL HOLDINGS IN NOTE 1.000%12/0 565788AB2 776300 2000000 SH SOLE 2000000 0 0 MARATHON OIL CORP COM 565849106 5819165 242870 SH SOLE 242870 0 0 MARATHON PETE CORP COM 56585A102 24638025 182734 SH SOLE 182734 0 0 MASTEC INC COM 576323109 6187331 65516 SH SOLE 65516 0 0 MP MATERIALS CORP COM CL A 553368101 3970759 140857 SH SOLE 140857 0 0 MYR GROUP INC DEL COM 55405W104 2266038 17983 SH SOLE 17983 0 0 NATIONAL ENERGY SERVICES REU SHS G6375R107 1311492 249333 SH SOLE 249333 0 0 NEXTDECADE CORP COM 65342K105 1782133 358578 SH SOLE 358578 0 0 NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 4009500 66000 SH SOLE 66000 0 0 NEXTRACKER INC CLASS A COM 65290E101 6345500 175000 SH SOLE 175000 0 0 NISOURCE INC COM 65473P105 17980908 643094 SH SOLE 643094 0 0 NUVVE HOLDING CORP COM 67079Y100 335735 479621 SH SOLE 479621 0 0 OBSIDIAN ENERGY LTD COM 674482203 1619836 253693 SH SOLE 253693 0 0 OCCIDENTAL PETE CORP COM 674599105 3870660 62000 SH SOLE 62000 0 0 ONE GAS INC COM 68235P108 10252441 129401 SH SOLE 129401 0 0 OPAL FUELS INC CLASS A COM 68347P103 3071289 440644 SH SOLE 440644 0 0 OVINTIV INC COM 69047Q102 7907365 219162 SH SOLE 219162 0 0 PERIMETER SOLUTIONS SA COMMON STOCK L7579L106 1260876 156049 SH SOLE 156049 0 0 PERMIAN RESOURCES CORP CLASS A COM 71424F105 2362500 225000 SH SOLE 225000 0 0 PHILLIPS 66 COM 718546104 31569732 311400 SH SOLE 311400 0 0 PIEDMONT LITHIUM INC COM 72016P105 7780258 129563 SH SOLE 129563 0 0 POWER & DIGITAL INFRASTRUCTU *W EXP 12/09/202 73919C118 9008 75000 SH SOLE 75000 0 0 PPL CORP COM 69351T106 16123758 580200 SH SOLE 580200 0 0 PRIMORIS SVCS CORP COM 74164F103 6276241 254511 SH SOLE 254511 0 0 PUBLIC SVC ENTERPRISE GRP IN COM 744573106 8155970 130600 SH SOLE 130600 0 0 PYROPHYTE ACQUISITION CORP UNIT 99/99/9999 G7308P119 263500 25000 SH SOLE 25000 0 0 QUANTA SVCS INC COM 74762E102 9965072 59800 SH SOLE 59800 0 0 SHELL PLC SPON ADS 780259305 19402258 337196 SH SOLE 337196 0 0 SHERWIN WILLIAMS CO COM 824348106 4113291 18300 SH SOLE 18300 0 0 SIGMA LITHIUM CORPORATION COM 826599102 3822192 101600 SH SOLE 101600 0 0 SM ENERGY CO COM 78454L100 1997924 70949 SH SOLE 70949 0 0 SOLID POWER INC CLASS A COM 83422N105 2548245 846593 SH SOLE 846593 0 0 SOUTHWEST GAS HLDGS INC COM 844895102 7070089 113212 SH SOLE 113212 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 28657300 70000 SH Put SOLE 70000 0 0 STEM INC COM 85859N102 1072254 189110 SH SOLE 189110 0 0 SUNCOR ENERGY INC NEW COM 867224107 7001340 225486 SH SOLE 225486 0 0 SUNLIGHT FINANCIAL HOLDINGS *W EXP 07/09/202 86738J114 334 9750 SH SOLE 9750 0 0 SUSTAINABLE DEVELP ACQU I CO *W EXP 02/04/202 86934L111 2224 24045 SH SOLE 24045 0 0 TARGA RES CORP COM 87612G101 15641939 214420 SH SOLE 214420 0 0 TECK RESOURCES LTD CL B 878742204 18980110 520003 SH SOLE 520003 0 0 TEEKAY CORPORATION COM Y8564W103 235946 38179 SH SOLE 38179 0 0 TETRA TECHNOLOGIES INC DEL COM 88162F105 986635 372315 SH SOLE 372315 0 0 TFI INTL INC COM 87241L109 1988803 16672 SH SOLE 16672 0 0 TRANSALTA CORP COM 89346D107 1920444 219600 SH SOLE 219600 0 0 TRITIUM DCFC LIMITED ORDINARY SHARES Q9225T108 81459 63640 SH SOLE 63640 0 0 VERTEX ENERGY INC COM 92534K107 3615606 365952 SH SOLE 365952 0 0 VISTRA CORP COM 92840M102 2400000 100000 SH SOLE 100000 0 0 VALERO ENERGY CORP COM 91913Y100 41880000 300000 SH Put SOLE 300000 0 0 WASTE MGMT INC DEL COM 94106L109 14243760 87294 SH SOLE 87294 0 0 WESCO INTL INC COM 95082P105 14443772 93463 SH SOLE 93463 0 0 EXXON MOBIL CORP COM 30231G102 27415000 250000 SH Put SOLE 250000 0 0 ZIMMER ENERGY TRANSITION ACQ *W EXP 06/16/202 989570114 27967 166666 SH SOLE 166666 0 0 ZIMMER ENERGY TRANSITION ACQ COM CL A 989570106 5065000 500000 SH SOLE 500000 0 0 PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207 2624000 200000 SH SOLE 200000 0 0