5E ADVANCED MATERIALS INC COMMON STOCK 33830Q109 158290 48259 SH SOLE 48259 0 0 ALGONQUIN PWR UTILS CORP COM 015857105 7466156 903893 SH SOLE 903893 0 0 ALLETE INC COM NEW 018522300 434775 7500 SH SOLE 7500 0 0 ALLIANT ENERGY CORP COM 018802108 22288571 424706 SH SOLE 424706 0 0 AMERESCO INC CL A 02361E108 3459295 71135 SH SOLE 71135 0 0 APTIV PLC SHS G6095L109 5090207 49860 SH SOLE 49860 0 0 ARCBEST CORP COM 03937C105 3432510 34742 SH SOLE 34742 0 0 ARRAY TECHNOLOGIES INC COM SHS 04271T100 6232877 275791 SH SOLE 275791 0 0 ASPEN AEROGELS INC COM 04523Y105 1318245 167078 SH SOLE 167078 0 0 ATLANTICA SUSTAINABLE INFR P SHS G0751N103 1570925 67019 SH SOLE 67019 0 0 BAKER HUGHES COMPANY CL A 05722G100 16426864 519673 SH SOLE 519673 0 0 BENSON HILL INC *W EXP 09/29/202 082490111 16844 85070 SH SOLE 85070 0 0 BUNGE LIMITED COM G16962105 24278048 257319 SH SOLE 257319 0 0 CALLON PETE CO DEL COM 13123X508 1811751 51661 SH SOLE 51661 0 0 CENOVUS ENERGY INC COM 15135U109 24719637 1455809 SH SOLE 1455809 0 0 CENTERPOINT ENERGY INC COM 15189T107 11959108 410261 SH SOLE 410261 0 0 CF INDS HLDGS INC COM 125269100 15852057 228350 SH SOLE 228350 0 0 CHAMPIONX CORPORATION COM 15872M104 2830631 91193 SH SOLE 91193 0 0 CHENIERE ENERGY INC COM NEW 16411R208 16561075 108697 SH SOLE 108697 0 0 CHORD ENERGY CORPORATION COM NEW 674215207 5905920 38400 SH SOLE 38400 0 0 CLEAN ENERGY FUELS CORP COM 184499101 2046952 412692 SH SOLE 412692 0 0 CLEARWAY ENERGY INC CL C 18539C204 2616096 91600 SH SOLE 91600 0 0 CONSOLIDATED EDISON INC COM 209115104 2751686 30439 SH SOLE 30439 0 0 CSX CORP COM 126408103 16266996 477038 SH SOLE 477038 0 0 DARLING INGREDIENTS INC COM 237266101 14215474 222848 SH SOLE 222848 0 0 DENBURY INC COM 24790A101 27545920 319336 SH SOLE 319336 0 0 DMC GLOBAL INC COM 23291C103 1577106 88801 SH SOLE 88801 0 0 DOMINION ENERGY INC COM 25746U109 22116505 427042 SH SOLE 427042 0 0 DOMINION ENERGY INC COM 25746U109 12947500 250000 SH Call SOLE 250000 0 0 DT MIDSTREAM INC COMMON STOCK 23345M107 55766 1125 SH SOLE 1125 0 0 DTE ENERGY CO COM 233331107 24132117 219343 SH SOLE 219343 0 0 ECOVYST INC COM 27923Q109 2083634 181818 SH SOLE 181818 0 0 EMBARK TECHNOLOGY INC *W EXP 11/10/202 29079J111 2704 159987 SH SOLE 159987 0 0 ENERGY VAULT HOLDINGS INC COM 29280W109 273 100 SH SOLE 100 0 0 ENLINK MIDSTREAM LLC COM UNIT REP LTD 29336T100 6328380 597017 SH SOLE 597017 0 0 EQT CORP COM 26884L109 9967897 242351 SH SOLE 242351 0 0 EQUITRANS MIDSTREAM CORP COM 294600101 4745909 496434 SH SOLE 496434 0 0 EVERGY INC COM 30034W106 13692188 234375 SH SOLE 234375 0 0 FIRST SOLAR INC COM 336433107 912432 4800 SH SOLE 4800 0 0 FIRSTENERGY CORP COM 337932107 11764388 302582 SH SOLE 302582 0 0 FREEPORT-MCMORAN INC CL B 35671D857 6296000 157400 SH SOLE 157400 0 0 GEVO INC COM PAR 374396406 1116551 734573 SH SOLE 734573 0 0 HESS CORP COM 42809H107 10223440 75200 SH SOLE 75200 0 0 HF SINCLAIR CORP COM 403949100 14066782 315328 SH SOLE 315328 0 0 HUDBAY MINERALS INC COM 443628102 5492429 1144256 SH SOLE 1144256 0 0 KIMBELL RTY PARTNERS LP UNIT 49435R102 1866317 126874 SH SOLE 126874 0 0 KINETIK HOLDINGS INC COM NEW CL A 02215L209 7206054 205067 SH SOLE 205067 0 0 KODIAK GAS SVCS INC COM 50012A108 1218000 75000 SH SOLE 75000 0 0 THE LION ELECTRIC COMPANY COMMON STOCK 536221104 102460 55384 SH SOLE 55384 0 0 LIVENT CORP COM 53814L108 5984101 218159 SH SOLE 218159 0 0 MARATHON OIL CORP COM 565849106 14520325 630770 SH SOLE 630770 0 0 MARATHON PETE CORP COM 56585A102 4376464 37534 SH SOLE 37534 0 0 MASTEC INC COM 576323109 13016220 110335 SH SOLE 110335 0 0 MONTAUK RENEWABLES INC COM 61218C103 1219632 163929 SH SOLE 163929 0 0 MP MATERIALS CORP COM CL A 553368101 3222808 140857 SH SOLE 140857 0 0 NEXTDECADE CORP COM 65342K105 5582201 679927 SH SOLE 679927 0 0 NEXTRACKER INC CLASS A COM 65290E101 18595530 467107 SH SOLE 467107 0 0 NISOURCE INC COM 65473P105 12127564 443421 SH SOLE 443421 0 0 NRG ENERGY INC COM NEW 629377508 12234083 327202 SH SOLE 327202 0 0 NUVVE HOLDING CORP COM 67079Y100 285374 479621 SH SOLE 479621 0 0 OCCIDENTAL PETE CORP COM 674599105 12259800 208500 SH SOLE 208500 0 0 OPAL FUELS INC CLASS A COM 68347P103 5079678 680922 SH SOLE 680922 0 0 OVINTIV INC COM 69047Q102 828061 21751 SH SOLE 21751 0 0 PBF ENERGY INC CL A 69318G106 8188000 200000 SH Call SOLE 200000 0 0 PBF ENERGY INC CL A 69318G106 1608942 39300 SH SOLE 39300 0 0 PERIMETER SOLUTIONS SA COMMON STOCK L7579L106 2573461 418449 SH SOLE 418449 0 0 PERMIAN RESOURCES CORP CLASS A COM 71424F105 7172290 654406 SH SOLE 654406 0 0 PHILLIPS 66 COM 718546104 12715394 133313 SH SOLE 133313 0 0 PIEDMONT LITHIUM INC COM 72016P105 9293445 161037 SH SOLE 161037 0 0 PINNACLE WEST CAP CORP COM 723484101 5242032 64351 SH SOLE 64351 0 0 PIONEER NAT RES CO COM 723787107 24852484 119956 SH SOLE 119956 0 0 PNM RES INC COM 69349H107 6005336 133156 SH SOLE 133156 0 0 POWER & DIGITAL INFRASTRUCTU *W EXP 12/09/202 73919C118 5235 75000 SH SOLE 75000 0 0 PRIMORIS SVCS CORP COM 74164F103 7350065 241223 SH SOLE 241223 0 0 PYROPHYTE ACQUISITION CORP *W EXP 05/03/202 G7308P127 1250 12500 SH SOLE 12500 0 0 SCHLUMBERGER LTD COM STK 806857108 11955808 243400 SH SOLE 243400 0 0 SHELL PLC SPON ADS 780259305 12135535 200986 SH SOLE 200986 0 0 SOLID POWER INC CLASS A COM 83422N105 2442891 961768 SH SOLE 961768 0 0 SOUTHWEST GAS HLDGS INC COM 844895102 3257225 51174 SH SOLE 51174 0 0 STEM INC COM 85859N102 2488412 435037 SH SOLE 435037 0 0 SUNCOR ENERGY INC NEW COM 867224107 17794073 606892 SH SOLE 606892 0 0 SUNLIGHT FINANCIAL HOLDINGS *W EXP 07/09/202 86738J114 165 9750 SH SOLE 9750 0 0 SUNNOVA ENERGY INTL INC. COM 86745K104 1898344 103678 SH SOLE 103678 0 0 SUSTAINABLE DEVELP ACQU I CO *W EXP 02/04/202 86934L111 721 24045 SH SOLE 24045 0 0 TARGA RES CORP COM 87612G101 25791812 338920 SH SOLE 338920 0 0 TECK RESOURCES LTD CL B 878742204 23953132 568958 SH SOLE 568958 0 0 TRANSALTA CORP COM 89346D107 11994820 1280606 SH SOLE 1280606 0 0 TRITIUM DCFC LIMITED ORDINARY SHARES Q9225T108 69368 63640 SH SOLE 63640 0 0 VERTEX ENERGY INC COM 92534K107 4476325 716212 SH SOLE 716212 0 0 VALERO ENERGY CORP COM 91913Y100 23460000 200000 SH Put SOLE 200000 0 0 WASTE MGMT INC DEL COM 94106L109 23271923 134194 SH SOLE 134194 0 0 WEATHERFORD INTL PLC ORD SHS G48833118 7958378 119819 SH SOLE 119819 0 0 WESTLAKE CORPORATION COM 960413102 14360413 120201 SH SOLE 120201 0 0 XCEL ENERGY INC COM 98389B100 7705288 123939 SH SOLE 123939 0 0