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
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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
AES CORP COM 00130H105 BBG001S6B1L5 8,522,803 442,743 SH   SOLE   442,743 0 0
ALLETE INC COM NEW 018522300 BBG001S77110 7,685,671 125,665 SH   SOLE   125,665 0 0
ALLIANT ENERGY CORP COM 018802108 BBG001S8ZQ30 19,312,090 376,454 SH   SOLE   376,454 0 0
ALTUS POWER INC COM CL A 02217A102 BBG00Y48ZM97 2,095,273 306,775 SH   SOLE   306,775 0 0
ANTERO RESOURCES CORP COM 03674X106 BBG001T61KH8 9,150,926 403,480 SH   SOLE   403,480 0 0
ANTERO RESOURCES CORP COM 03674X106 BBG001T61KH8 7,371,000 325,000 SH Call SOLE   325,000 0 0
APTIV PLC SHS G6095L109 BBG001TRL2T7 4,473,439 49,860 SH   SOLE   49,860 0 0
BUNGE GLOBAL SA COM SHS H11356104 BBG01JZ8VLC7 15,142,500 150,000 SH Put SOLE   150,000 0 0
CALLON PETE CO DEL COM 13123X508 BBG001SB5DH0 14,178,337 437,603 SH   SOLE   437,603 0 0
CENOVUS ENERGY INC COM 15135U109 BBG001T2PJV8 29,567,087 1,775,801 SH   SOLE   1,775,801 0 0
CENTERPOINT ENERGY INC COM 15189T107 BBG001SB10S0 8,274,586 289,625 SH   SOLE   289,625 0 0
CF INDS HLDGS INC COM 125269100 BBG001SJ8KV8 16,693,490 209,981 SH   SOLE   209,981 0 0
CHART INDS INC COM 16115Q308 BBG001SQV7W4 10,941,846 80,260 SH   SOLE   80,260 0 0
CHENIERE ENERGY INC COM NEW 16411R208 BBG001S7W158 37,671,088 220,673 SH   SOLE   220,673 0 0
CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 20,569,164 137,900 SH   SOLE   137,900 0 0
CLEAN ENERGY FUELS CORP COM 184499101 BBG001SPD4H0 8,643,000 2,256,658 SH   SOLE   2,256,658 0 0
CMS ENERGY CORP COM 125896100 BBG001S5PYJ3 21,437,470 369,166 SH   SOLE   369,166 0 0
COMSTOCK RES INC COM 205768302 BBG001S8FX55 1,770,000 200,000 SH Call SOLE   200,000 0 0
CORTEVA INC COM 22052L104 BBG00BN969D0 5,256,824 109,700 SH   SOLE   109,700 0 0
COTERRA ENERGY INC COM 127097103 BBG001S6H6Y4 12,564,313 492,332 SH   SOLE   492,332 0 0
DARLING INGREDIENTS INC COM 237266101 BBG001SB7RP8 11,879,862 238,360 SH   SOLE   238,360 0 0
DARLING INGREDIENTS INC COM 237266101 BBG001SB7RP8 14,952,000 300,000 SH Call SOLE   300,000 0 0
DEVON ENERGY CORP NEW COM 25179M103 BBG001S63VG4 22,527,464 497,295 SH   SOLE   497,295 0 0
DIAMOND OFFSHORE DRILLING IN COM 25271C201 BBG010JCFCF2 157,690 12,130 SH   SOLE   12,130 0 0
DMC GLOBAL INC COM 23291C103 BBG001S5PBG6 877,501 46,626 SH   SOLE   46,626 0 0
DRILLING TOOLS INTL CORP COM 26205E107 BBG013FX4VB8 33,024 10,320 SH   SOLE   10,320 0 0
DTE ENERGY CO COM 233331107 BBG001S5QN88 16,918,846 153,445 SH   SOLE   153,445 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 BBG001S5QNR7 14,672,448 151,200 SH   SOLE   151,200 0 0
ECOVYST INC COM 27923Q109 BBG00GX8YLD2 2,485,400 254,391 SH   SOLE   254,391 0 0
ENERGY FUELS INC COM NEW 292671708 BBG001S9FH94 3,635,113 505,579 SH   SOLE   505,579 0 0
ENLINK MIDSTREAM LLC COM UNIT REP LTD 29336T100 BBG001SGNNQ7 6,024,623 495,446 SH   SOLE   495,446 0 0
ENTERGY CORP NEW COM 29364G103 BBG001S67KF5 12,468,935 123,223 SH   SOLE   123,223 0 0
EQT CORP COM 26884L109 BBG001S5QXJ4 8,861,568 229,218 SH   SOLE   229,218 0 0
EQUITRANS MIDSTREAM CORP COM 294600101 BBG00K53L401 39,632,155 3,893,139 SH   SOLE   3,893,139 0 0
EQUITRANS MIDSTREAM CORP COM 294600101 BBG00K53L401 33,089,072 3,250,400 SH Call SOLE   3,250,400 0 0
EVERGY INC COM 30034W106 BBG00H433CS1 12,671,080 242,741 SH   SOLE   242,741 0 0
EXXON MOBIL CORP COM 30231G102 BBG001S69V32 8,048,390 80,500 SH   SOLE   80,500 0 0
GENERAL MTRS CO COM 37045V100 BBG001SM1DK6 4,479,224 124,700 SH   SOLE   124,700 0 0
GEVO INC COM PAR 374396406 BBG001T5KFK6 1,682,383 1,450,330 SH   SOLE   1,450,330 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 BBG001S5RQ62 12,575,437 878,173 SH   SOLE   878,173 0 0
GULFPORT ENERGY CORP COMMON SHARES 402635502 BBG0112Z8766 1,755,310 13,178 SH   SOLE   13,178 0 0
HF SINCLAIR CORP COM 403949100 BBG0135B2269 5,557,000 100,000 SH Put SOLE   100,000 0 0
HUDBAY MINERALS INC COM 443628102 BBG001SL27N7 7,361,323 1,333,573 SH   SOLE   1,333,573 0 0
ISHARES TR IBOXX HI YD ETF 464288513 BBG001ST0ZQ7 30,956,000 400,000 SH Put SOLE   400,000 0 0
KIMBELL RTY PARTNERS LP UNIT 49435R102 BBG00FQH6N85 7,779,556 516,914 SH   SOLE   516,914 0 0
LINDE PLC SHS G54950103 BBG01FND0CH6 10,596,318 25,800 SH   SOLE   25,800 0 0
LIVENT CORP COM 53814L108 BBG00LV3NRJ7 8,642,842 480,692 SH   SOLE   480,692 0 0
LIVENT CORP COM 53814L108 BBG00LV3NRJ7 5,394,000 300,000 SH Call SOLE   300,000 0 0
MARATHON OIL CORP COM 565849106 BBG001S69V69 18,482,255 764,994 SH   SOLE   764,994 0 0
MARATHON PETE CORP COM 56585A102 BBG001S169P1 37,112,996 250,155 SH   SOLE   250,155 0 0
MYR GROUP INC DEL COM 55405W104 BBG001S8GYM3 2,401,292 16,603 SH   SOLE   16,603 0 0
NEXTDECADE CORP COM 65342K105 BBG008GC7WN5 23,418,491 4,909,537 SH   SOLE   4,909,537 0 0
NEXTDECADE CORP COM 65342K105 BBG008GC7WN5 4,936,950 1,035,000 SH Call SOLE   1,035,000 0 0
NEXTRACKER INC CLASS A COM 65290E101 BBG00835TQ17 7,304,102 155,904 SH   SOLE   155,904 0 0
NISOURCE INC COM 65473P105 BBG001S5TMF9 21,155,598 796,821 SH   SOLE   796,821 0 0
NOV INC COM 62955J103 BBG001S6HFR2 8,225,264 405,585 SH   SOLE   405,585 0 0
NRG ENERGY INC COM NEW 629377508 BBG001SDD8F0 4,499,037 87,022 SH   SOLE   87,022 0 0
NUVVE HOLDING CORP COM 67079Y100 BBG00Z49PKN1 62,744 503,969 SH   SOLE   503,969 0 0
OBSIDIAN ENERGY LTD COM 674482203 BBG001S603F0 1,194,982 176,251 SH   SOLE   176,251 0 0
OCCIDENTAL PETE CORP COM 674599105 BBG001S5TZG9 8,196,810 137,277 SH   SOLE   137,277 0 0
OGE ENERGY CORP COM 670837103 BBG001S5TVY8 4,163,656 119,200 SH   SOLE   119,200 0 0
ONEOK INC NEW COM 682680103 BBG001S5TWK1 25,402,155 361,751 SH   SOLE   361,751 0 0
OPAL FUELS INC CLASS A COM 68347P103 BBG00Z8LJ952 3,301,506 598,099 SH   SOLE   598,099 0 0
OVINTIV INC COM 69047Q102 BBG00R2NHQ74 12,668,812 288,452 SH   SOLE   288,452 0 0
PAR PAC HOLDINGS INC COM NEW 69888T207 BBG003C5DLS7 14,361,567 394,874 SH   SOLE   394,874 0 0
PERIMETER SOLUTIONS SA COMMON STOCK L7579L106 BBG01337N6B2 1,169,605 254,262 SH   SOLE   254,262 0 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105 BBG00D61Y2G3 27,200,000 2,000,000 SH   SOLE   2,000,000 0 0
PG&E CORP COM 69331C108 BBG001S5V206 8,602,329 477,112 SH   SOLE   477,112 0 0
PHILLIPS 66 COM 718546104 BBG00286S4P7 26,628,000 200,000 SH Put SOLE   200,000 0 0
PNM RES INC COM 69349H107 BBG001S5V9J1 2,842,778 68,336 SH   SOLE   68,336 0 0
POWER & DIGITAL INFRASTRUCTU *W EXP 12/09/202 73919C118   2,059 75,000 SH   SOLE   75,000 0 0
PPL CORP COM 69351T106 BBG001S5VC31 16,864,113 622,292 SH   SOLE   622,292 0 0
PRIMORIS SVCS CORP COM 74164F103 BBG001S64801 8,770,761 264,100 SH   SOLE   264,100 0 0
PYROPHYTE ACQUISITION CORP *W EXP 05/03/202 G7308P127   1,000 12,500 SH   SOLE   12,500 0 0
SEMPRA COM 816851109 BBG001SBVZ73 21,818,918 291,970 SH   SOLE   291,970 0 0
SHELL PLC SPON ADS 780259305 BBG0147BN6H1 43,977,101 668,345 SH   SOLE   668,345 0 0
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 BBG00YQ82328 6,592,037 424,198 SH   SOLE   424,198 0 0
SILVERBOW RES INC COM 82836G102 BBG00CTNNZ35 5,552,070 190,924 SH   SOLE   190,924 0 0
SOLID POWER INC CLASS A COM 83422N105 BBG0112HCTV5 3,346,401 2,307,863 SH   SOLE   2,307,863 0 0
SOUTHWESTERN ENERGY CO COM 845467109 BBG001S5WHW7 17,302,480 2,641,600 SH   SOLE   2,641,600 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 95,062,000 200,000 SH Put SOLE   200,000 0 0
STEM INC COM 85859N102 BBG00XP8NRN2 4,093,559 1,055,041 SH   SOLE   1,055,041 0 0
SUNNOVA ENERGY INTL INC. COM 86745K104 BBG00PLQ1KH9 4,249,672 278,667 SH   SOLE   278,667 0 0
SUNRUN INC COM 86771W105 BBG0025XVR94 2,622,568 133,600 SH   SOLE   133,600 0 0
TECHNIPFMC PLC COM G87110105 BBG00DL8NMT5 322,381 16,007 SH   SOLE   16,007 0 0
TECK RESOURCES LTD CL B 878742204 BBG001S60LH8 31,581,735 747,143 SH   SOLE   747,143 0 0
TECK RESOURCES LTD CL B 878742204 BBG001S60LH8 8,454,000 200,000 SH Call SOLE   200,000 0 0
TENARIS S A SPONSORED ADS 88031M109 BBG001SLFCT6 17,508,994 503,711 SH   SOLE   503,711 0 0
TESLA INC COM 88160R101 BBG001SQKGD7 24,848,000 100,000 SH Put SOLE   100,000 0 0
THE LION ELECTRIC COMPANY COMMON STOCK 536221104 BBG0103W5JY0 98,030 55,384 SH   SOLE   55,384 0 0
TPI COMPOSITES INC COM 87266J104 BBG001TCHC68 207,000 50,000 SH   SOLE   50,000 0 0
TRANSALTA CORP COM 89346D107 BBG001S5WJZ0 4,408,824 530,169 SH   SOLE   530,169 0 0
TRITIUM DCFC LIMITED ORDINARY SHARES Q9225T108 BBG0133V0BG8 14,001 63,640 SH   SOLE   63,640 0 0
UGI CORP NEW COM 902681105 BBG001S5X0W3 11,296,320 459,200 SH Call SOLE   459,200 0 0
VALERO ENERGY CORP COM 91913Y100 BBG001S5X8K9 8,045,830 61,891 SH   SOLE   61,891 0 0
VIPER ENERGY INC CL A 927959106 BBG006G57XH9 5,862,098 186,810 SH   SOLE   186,810 0 0
VISTRA CORP COM 92840M102 BBG00DXDL6R0 5,300,352 137,600 SH   SOLE   137,600 0 0
WASTE MGMT INC DEL COM 94106L109 BBG001S5XH47 12,895,200 72,000 SH   SOLE   72,000 0 0
WEX INC COM 96208T104 BBG001SCJLG6 15,069,648 77,459 SH   SOLE   77,459 0 0
WHEATON PRECIOUS METALS CORP COM 962879102 BBG001S6DSP0 1,224,421 24,816 SH   SOLE   24,816 0 0