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
5E ADVANCED MATERIALS INC COMMON STOCK 33830Q109   1,367,076 252,228 SH   SOLE   252,228 0 0
ALGONQUIN PWR UTILS CORP COM 015857105   8,310,960 989,400 SH   SOLE   989,400 0 0
ALLIANT ENERGY CORP COM 018802108   16,069,715 300,931 SH   SOLE   300,931 0 0
ANTERO RESOURCES CORP COM 03674X106   8,098,564 350,739 SH   SOLE   350,739 0 0
APTIV PLC SHS G6095L109   5,593,793 49,860 SH   SOLE   49,860 0 0
ARCBEST CORP COM 03937C105   1,996,272 21,600 SH   SOLE   21,600 0 0
ASPEN AEROGELS INC COM 04523Y105   2,603,715 349,492 SH   SOLE   349,492 0 0
ATLANTICA SUSTAINABLE INFR P SHS G0751N103   3,147,874 106,491 SH   SOLE   106,491 0 0
ATLAS ENERGY SOLUTIONS INC COM CLASS A 04930R107   764,715 44,904 SH   SOLE   44,904 0 0
BENSON HILL INC *W EXP 09/29/202 082490111   7,410 85,070 SH   SOLE   85,070 0 0
BP PLC SPONSORED ADR 055622104   6,040,048 159,200 SH   SOLE   159,200 0 0
CALIFORNIA RES CORP COM STOCK 13057Q305   2,082,850 54,100 SH   SOLE   54,100 0 0
CENOVUS ENERGY INC COM 15135U109   15,819,668 906,052 SH   SOLE   906,052 0 0
CENTERPOINT ENERGY INC COM 15189T107   4,255,821 144,461 SH   SOLE   144,461 0 0
CF INDS HLDGS INC COM 125269100   7,249,000 100,000 SH Put SOLE   100,000 0 0
CHAMPIONX CORPORATION COM 15872M104   4,422,488 163,011 SH   SOLE   163,011 0 0
CHART INDS INC COM 16115Q308   6,719,684 53,586 SH   SOLE   53,586 0 0
CHENIERE ENERGY INC COM NEW 16411R208   13,679,680 86,800 SH   SOLE   86,800 0 0
CHORD ENERGY CORPORATION COM NEW 674215207   2,961,200 22,000 SH   SOLE   22,000 0 0
CLEAN ENERGY FUELS CORP COM 184499101   6,680,719 1,532,275 SH   SOLE   1,532,275 0 0
CONSTELLATION ENERGY CORP COM 21037T109   6,090,187 77,582 SH   SOLE   77,582 0 0
CSX CORP COM 126408103   6,087,341 203,318 SH   SOLE   203,318 0 0
CHEVRON CORP NEW COM 166764100   40,790,000 250,000 SH Put SOLE   250,000 0 0
DARLING INGREDIENTS INC COM 237266101   15,644,834 267,891 SH   SOLE   267,891 0 0
DELEK US HLDGS INC NEW COM 24665A103   4,440,458 193,484 SH   SOLE   193,484 0 0
DENBURY INC COM 24790A101   35,052,000 400,000 SH Call SOLE   400,000 0 0
DENBURY INC COM 24790A101   22,804,043 260,231 SH   SOLE   260,231 0 0
DMC GLOBAL INC COM 23291C103   1,591,089 72,421 SH   SOLE   72,421 0 0
DOMINION ENERGY INC COM 25746U109   34,949,341 625,100 SH   SOLE   625,100 0 0
DOW INC COM 260557103   8,046,041 146,772 SH   SOLE   146,772 0 0
DT MIDSTREAM INC COMMON STOCK 23345M107   1,771,445 35,881 SH   SOLE   35,881 0 0
DTE ENERGY CO COM 233331107   23,336,730 213,043 SH   SOLE   213,043 0 0
EMBARK TECHNOLOGY INC *W EXP 11/10/202 29079J111   3,008 159,987 SH   SOLE   159,987 0 0
ENERGY FUELS INC COM NEW 292671708   1,493,208 267,600 SH   SOLE   267,600 0 0
ENLINK MIDSTREAM LLC COM UNIT REP LTD 29336T100   2,395,065 220,947 SH   SOLE   220,947 0 0
EQUITRANS MIDSTREAM CORP COM 294600101   4,000,916 692,200 SH   SOLE   692,200 0 0
EVERGY INC COM 30034W106   16,832,631 275,403 SH   SOLE   275,403 0 0
EXPRO GROUP HOLDINGS NV COM N3144W105   2,524,500 137,500 SH   SOLE   137,500 0 0
FIRSTENERGY CORP COM 337932107   6,228,809 155,487 SH   SOLE   155,487 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105   13,747,420 65,200 SH   SOLE   65,200 0 0
FLOWSERVE CORP COM 34354P105   4,712,400 138,600 SH   SOLE   138,600 0 0
FREEPORT-MCMORAN INC CL B 35671D857   6,594,690 161,200 SH   SOLE   161,200 0 0
GENERAL MTRS CO COM 37045V100   5,102,188 139,100 SH   SOLE   139,100 0 0
GEVO INC COM PAR 374396406   618,670 401,734 SH   SOLE   401,734 0 0
ISHARES S&P GSCI COMMODITY- UNIT BEN INT 46428R107   9,054,000 450,000 SH Put SOLE   450,000 0 0
HUDBAY MINERALS INC COM 443628102   3,117,450 593,800 SH   SOLE   593,800 0 0
ITRON INC COM 465741106   849,660 15,323 SH   SOLE   15,323 0 0
KIMBELL RTY PARTNERS LP UNIT 49435R102   12,243,930 803,935 SH   SOLE   803,935 0 0
KINETIK HOLDINGS INC COM NEW CL A 02215L209   7,831,354 250,203 SH   SOLE   250,203 0 0
THE LION ELECTRIC COMPANY COMMON STOCK 536221104   148,833 80,018 SH   SOLE   80,018 0 0
LUXFER HLDGS PLC SHS G5698W116   165,367 9,785 SH   SOLE   9,785 0 0
MARATHON DIGITAL HOLDINGS IN NOTE 1.000%12/0 565788AB2   776,300 2,000,000 SH   SOLE   2,000,000 0 0
MARATHON OIL CORP COM 565849106   5,819,165 242,870 SH   SOLE   242,870 0 0
MARATHON PETE CORP COM 56585A102   24,638,025 182,734 SH   SOLE   182,734 0 0
MASTEC INC COM 576323109   6,187,331 65,516 SH   SOLE   65,516 0 0
MP MATERIALS CORP COM CL A 553368101   3,970,759 140,857 SH   SOLE   140,857 0 0
MYR GROUP INC DEL COM 55405W104   2,266,038 17,983 SH   SOLE   17,983 0 0
NATIONAL ENERGY SERVICES REU SHS G6375R107   1,311,492 249,333 SH   SOLE   249,333 0 0
NEXTDECADE CORP COM 65342K105   1,782,133 358,578 SH   SOLE   358,578 0 0
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106   4,009,500 66,000 SH   SOLE   66,000 0 0
NEXTRACKER INC CLASS A COM 65290E101   6,345,500 175,000 SH   SOLE   175,000 0 0
NISOURCE INC COM 65473P105   17,980,908 643,094 SH   SOLE   643,094 0 0
NUVVE HOLDING CORP COM 67079Y100   335,735 479,621 SH   SOLE   479,621 0 0
OBSIDIAN ENERGY LTD COM 674482203   1,619,836 253,693 SH   SOLE   253,693 0 0
OCCIDENTAL PETE CORP COM 674599105   3,870,660 62,000 SH   SOLE   62,000 0 0
ONE GAS INC COM 68235P108   10,252,441 129,401 SH   SOLE   129,401 0 0
OPAL FUELS INC CLASS A COM 68347P103   3,071,289 440,644 SH   SOLE   440,644 0 0
OVINTIV INC COM 69047Q102   7,907,365 219,162 SH   SOLE   219,162 0 0
PERIMETER SOLUTIONS SA COMMON STOCK L7579L106   1,260,876 156,049 SH   SOLE   156,049 0 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105   2,362,500 225,000 SH   SOLE   225,000 0 0
PHILLIPS 66 COM 718546104   31,569,732 311,400 SH   SOLE   311,400 0 0
PIEDMONT LITHIUM INC COM 72016P105   7,780,258 129,563 SH   SOLE   129,563 0 0
POWER & DIGITAL INFRASTRUCTU *W EXP 12/09/202 73919C118   9,008 75,000 SH   SOLE   75,000 0 0
PPL CORP COM 69351T106   16,123,758 580,200 SH   SOLE   580,200 0 0
PRIMORIS SVCS CORP COM 74164F103   6,276,241 254,511 SH   SOLE   254,511 0 0
PUBLIC SVC ENTERPRISE GRP IN COM 744573106   8,155,970 130,600 SH   SOLE   130,600 0 0
PYROPHYTE ACQUISITION CORP UNIT 99/99/9999 G7308P119   263,500 25,000 SH   SOLE   25,000 0 0
QUANTA SVCS INC COM 74762E102   9,965,072 59,800 SH   SOLE   59,800 0 0
SHELL PLC SPON ADS 780259305   19,402,258 337,196 SH   SOLE   337,196 0 0
SHERWIN WILLIAMS CO COM 824348106   4,113,291 18,300 SH   SOLE   18,300 0 0
SIGMA LITHIUM CORPORATION COM 826599102   3,822,192 101,600 SH   SOLE   101,600 0 0
SM ENERGY CO COM 78454L100   1,997,924 70,949 SH   SOLE   70,949 0 0
SOLID POWER INC CLASS A COM 83422N105   2,548,245 846,593 SH   SOLE   846,593 0 0
SOUTHWEST GAS HLDGS INC COM 844895102   7,070,089 113,212 SH   SOLE   113,212 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   28,657,300 70,000 SH Put SOLE   70,000 0 0
STEM INC COM 85859N102   1,072,254 189,110 SH   SOLE   189,110 0 0
SUNCOR ENERGY INC NEW COM 867224107   7,001,340 225,486 SH   SOLE   225,486 0 0
SUNLIGHT FINANCIAL HOLDINGS *W EXP 07/09/202 86738J114   334 9,750 SH   SOLE   9,750 0 0
SUSTAINABLE DEVELP ACQU I CO *W EXP 02/04/202 86934L111   2,224 24,045 SH   SOLE   24,045 0 0
TARGA RES CORP COM 87612G101   15,641,939 214,420 SH   SOLE   214,420 0 0
TECK RESOURCES LTD CL B 878742204   18,980,110 520,003 SH   SOLE   520,003 0 0
TEEKAY CORPORATION COM Y8564W103   235,946 38,179 SH   SOLE   38,179 0 0
TETRA TECHNOLOGIES INC DEL COM 88162F105   986,635 372,315 SH   SOLE   372,315 0 0
TFI INTL INC COM 87241L109   1,988,803 16,672 SH   SOLE   16,672 0 0
TRANSALTA CORP COM 89346D107   1,920,444 219,600 SH   SOLE   219,600 0 0
TRITIUM DCFC LIMITED ORDINARY SHARES Q9225T108   81,459 63,640 SH   SOLE   63,640 0 0
VERTEX ENERGY INC COM 92534K107   3,615,606 365,952 SH   SOLE   365,952 0 0
VISTRA CORP COM 92840M102   2,400,000 100,000 SH   SOLE   100,000 0 0
VALERO ENERGY CORP COM 91913Y100   41,880,000 300,000 SH Put SOLE   300,000 0 0
WASTE MGMT INC DEL COM 94106L109   14,243,760 87,294 SH   SOLE   87,294 0 0
WESCO INTL INC COM 95082P105   14,443,772 93,463 SH   SOLE   93,463 0 0
EXXON MOBIL CORP COM 30231G102   27,415,000 250,000 SH Put SOLE   250,000 0 0
ZIMMER ENERGY TRANSITION ACQ *W EXP 06/16/202 989570114   27,967 166,666 SH   SOLE   166,666 0 0
ZIMMER ENERGY TRANSITION ACQ COM CL A 989570106   5,065,000 500,000 SH   SOLE   500,000 0 0
PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207   2,624,000 200,000 SH   SOLE   200,000 0 0