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
ALGOMA STL GROUP INC COM 015658107 BBG012NKXV72 9,165,118 895,906 SH   SOLE   895,906 0 0
ALGONQUIN PWR UTILS CORP COM 015857105 BBG001S8LHC5 11,997,281 2,201,336 SH   SOLE   2,201,336 0 0
ALLETE INC COM NEW 018522300 BBG001S77110 2,139,196 33,326 SH   SOLE   33,326 0 0
AMEREN CORP COM 023608102 BBG001S5NF24 24,382,011 278,779 SH   SOLE   278,779 0 0
ARCADIUM LITHIUM PLC COM SHS G0508H110 BBG01HN34WP7 7,296,966 2,560,339 SH   SOLE   2,560,339 0 0
ATMOS ENERGY CORP COM 049560105 BBG001S5VG05 24,204,895 174,500 SH   SOLE   174,500 0 0
BAKER HUGHES COMPANY CL A 05722G100 BBG00GBVBK60 47,296,238 1,308,333 SH   SOLE   1,308,333 0 0
BAYTEX ENERGY CORP COM 07317Q105 BBG001S998N5 1,485,000 500,000 SH   SOLE   500,000 0 0
BKV CORP COM 05603J108 BBG00YNGK494 16,915,525 924,851 SH   SOLE   924,851 0 0
CADELER A S SPON ADR 12738K109 BBG01KFX5HW7 3,230,583 114,641 SH   SOLE   114,641 0 0
CELANESE CORP DEL COM 150870103 BBG001SJDDG5 13,596,000 100,000 SH Put SOLE   100,000 0 0
CENOVUS ENERGY INC COM 15135U109 BBG001T2PJV8 27,788,697 1,661,010 SH   SOLE   1,661,010 0 0
CENTURY ALUM CO COM 156431108 BBG001S766G4 5,226,450 322,024 SH   SOLE   322,024 0 0
CF INDS HLDGS INC COM 125269100 BBG001SJ8KV8 17,437,220 203,231 SH   SOLE   203,231 0 0
CHENIERE ENERGY INC COM NEW 16411R208 BBG001S7W158 14,280,195 79,405 SH   SOLE   79,405 0 0
CIVITAS RESOURCES INC COM NEW 17888H103 BBG00GLNJ0R0 7,641,593 150,811 SH   SOLE   150,811 0 0
CLEAN ENERGY FUELS CORP COM 184499101 BBG001SPD4H0 8,003,143 2,573,358 SH   SOLE   2,573,358 0 0
CLEARWAY ENERGY INC CL C 18539C204 BBG008LJ4TG2 9,990,727 325,643 SH   SOLE   325,643 0 0
CMS ENERGY CORP COM 125896100 BBG001S5PYJ3 23,647,418 334,807 SH   SOLE   334,807 0 0
CONSOLIDATED EDISON INC COM 209115104 BBG001S5QRL4 11,685,052 112,216 SH   SOLE   112,216 0 0
COTERRA ENERGY INC COM 127097103 BBG001S6H6Y4 18,197,521 759,813 SH   SOLE   759,813 0 0
COTERRA ENERGY INC COM 127097103 BBG001S6H6Y4 7,498,745 313,100 SH Put SOLE   313,100 0 0
DIAMONDBACK ENERGY INC COM 25278X109 BBG002PHSZN7 47,410,000 275,000 SH   SOLE   275,000 0 0
DOMINION ENERGY INC COM 25746U109 BBG001S5QCP3 23,750,130 410,973 SH   SOLE   410,973 0 0
DTE ENERGY CO COM 233331107 BBG001S5QN88 35,887,513 279,476 SH   SOLE   279,476 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 BBG001S5QNR7 10,791,965 93,599 SH   SOLE   93,599 0 0
EQT CORP COM 26884L109 BBG001S5QXJ4 48,003,273 1,310,133 SH   SOLE   1,310,133 0 0
EVERGY INC COM 30034W106 BBG00H433CS1 33,495,446 540,162 SH   SOLE   540,162 0 0
EXPRO GROUP HOLDINGS NV COM N3144W105 BBG004K27PR2 4,950,128 288,301 SH   SOLE   288,301 0 0
FIRST SOLAR INC COM 336433107 BBG001S991Z7 21,226,845 85,098 SH   SOLE   85,098 0 0
FIRSTENERGY CORP COM 337932107 BBG001S5R3N4 18,848,085 424,985 SH   SOLE   424,985 0 0
FLOWSERVE CORP COM 34354P105 BBG001SB3F87 2,472,901 47,841 SH   SOLE   47,841 0 0
GE VERNOVA INC COM 36828A101 BBG013G17W77 18,141,062 71,147 SH   SOLE   71,147 0 0
GENERAC HLDGS INC COM 368736104 BBG001T5VGH6 7,082,394 44,577 SH   SOLE   44,577 0 0
GFL ENVIRONMENTAL INC SUB VTG SHS 36168Q104 BBG003FD9W80 29,294,572 734,568 SH   SOLE   734,568 0 0
HALLIBURTON CO COM 406216101 BBG001S5RS59 37,035,845 1,274,900 SH Put SOLE   1,274,900 0 0
HESS CORP COM 42809H107 BBG001S5NHS2 40,011,840 294,638 SH   SOLE   294,638 0 0
HESS MIDSTREAM LP CL A SHS 428103105 BBG00R02H8F3 44,087,500 1,250,000 SH   SOLE   1,250,000 0 0
HUDBAY MINERALS INC COM 443628102 BBG001SL27N7 15,719,081 1,710,455 SH   SOLE   1,710,455 0 0
IDACORP INC COM 451107106 BBG001S5S4M2 20,618,000 200,000 SH Put SOLE   200,000 0 0
KINETIK HOLDINGS INC COM NEW CL A 02215L209 BBG00GCLZ7C7 6,882,055 152,056 SH   SOLE   152,056 0 0
KODIAK GAS SVCS INC COM 50012A108 BBG01G4G6YQ4 2,144,434 73,946 SH   SOLE   73,946 0 0
LANDBRIDGE COMPANY LLC CL A 514952100 BBG01N59HPY2 10,564,825 270,062 SH   SOLE   270,062 0 0
MATADOR RES CO COM 576485205 BBG001T3L5S4 36,770,309 744,037 SH   SOLE   744,037 0 0
MIRION TECHNOLOGIES INC COM CL A 60471A101 BBG00VHJ1KB3 2,369,445 214,042 SH   SOLE   214,042 0 0
MOSAIC CO NEW COM 61945C103 BBG001S7LJN1 2,572,674 96,067 SH   SOLE   96,067 0 0
NATIONAL FUEL GAS CO COM 636180101 BBG001S5TLR8 23,501,891 387,756 SH   SOLE   387,756 0 0
NATIONAL FUEL GAS CO COM 636180101 BBG001S5TLR8 21,268,049 350,900 SH Call SOLE   350,900 0 0
NEXTDECADE CORP COM 65342K105 BBG008GC7WN5 19,448,443 4,129,181 SH   SOLE   4,129,181 0 0
NEXTDECADE CORP COM 65342K105 BBG008GC7WN5 2,824,587 599,700 SH Call SOLE   599,700 0 0
NISOURCE INC COM 65473P105 BBG001S5TMF9 28,500,387 822,522 SH   SOLE   822,522 0 0
NORFOLK SOUTHN CORP COM 655844108 BBG001S5TQJ6 28,802,393 115,905 SH   SOLE   115,905 0 0
OKLO INC COM CL A 02156V109 BBG0112CBMQ8 1,412,223 174,564 SH   SOLE   174,564 0 0
ONEOK INC NEW COM 682680103 BBG001S5TWK1 45,193,554 495,924 SH   SOLE   495,924 0 0
OPAL FUELS INC CLASS A COM 68347P103 BBG00Z8LJ952 2,555,197 700,054 SH   SOLE   700,054 0 0
OSISKO GOLD ROYALTIES LTD COM 68827L101 BBG006L2SZD6 14,684,356 792,838 SH   SOLE   792,838 0 0
OVINTIV INC COM 69047Q102 BBG00R2NHQ74 10,339,141 269,881 SH   SOLE   269,881 0 0
PAR PAC HOLDINGS INC COM NEW 69888T207 BBG003C5DLS7 10,644,973 604,828 SH   SOLE   604,828 0 0
PBF ENERGY INC CL A 69318G106 BBG002832HM6 4,984,343 161,045 SH   SOLE   161,045 0 0
PBF ENERGY INC CL A 69318G106 BBG002832HM6 5,837,170 188,600 SH Call SOLE   188,600 0 0
PEABODY ENERGY CORP COM 704551100 BBG00GBV89J5 8,483,803 319,661 SH   SOLE   319,661 0 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105 BBG00D61Y2G3 51,015,942 3,748,416 SH   SOLE   3,748,416 0 0
PG&E CORP COM 69331C108 BBG001S5V206 11,510,648 582,228 SH   SOLE   582,228 0 0
PINNACLE WEST CAP CORP COM 723484101 BBG001S5VB15 22,173,280 250,291 SH   SOLE   250,291 0 0
PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207 BBG001SZV282 9,772,274 528,231 SH   SOLE   528,231 0 0
PPL CORP COM 69351T106 BBG001S5VC31 35,456,368 1,071,837 SH   SOLE   1,071,837 0 0
PRIMORIS SVCS CORP COM 74164F103 BBG001S64801 40,645,371 699,817 SH   SOLE   699,817 0 0
PUBLIC SVC ENTERPRISE GRP IN COM 744573106 BBG001S5V3C1 12,021,226 134,752 SH   SOLE   134,752 0 0
SEADRILL 2021 LTD COM G7997W102 BBG015K887C0 11,935,869 300,349 SH   SOLE   300,349 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 BBG001S7TD56 72,702,000 900,000 SH Put SOLE   900,000 0 0
SEMPRA COM 816851109 BBG001SBVZ73 14,942,925 178,679 SH   SOLE   178,679 0 0
SHELL PLC SPON ADS 780259305 BBG0147BN6H1 45,745,624 693,641 SH   SOLE   693,641 0 0
SHERWIN WILLIAMS CO COM 824348106 BBG001S5W2F9 14,633,228 38,340 SH   SOLE   38,340 0 0
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 BBG00YQ82328 8,584,921 1,530,289 SH   SOLE   1,530,289 0 0
SOLID POWER INC CLASS A COM 83422N105 BBG0112HCTV5 3,212,274 2,379,462 SH   SOLE   2,379,462 0 0
SPDR SER TR S&P OILGAS EXP 78468R556 BBG001SB12P9 65,760,000 500,000 SH Put SOLE   500,000 0 0
SPDR SER TR S&P REGL BKG 78464A698 BBG001SMH2R6 20,687,300 365,500 SH Put SOLE   365,500 0 0
SPIRE INC COM 84857L101 BBG001S5SSD9 8,887,327 132,075 SH   SOLE   132,075 0 0
SUNCOR ENERGY INC NEW COM 867224107 BBG001S5YSF0 28,771,018 779,280 SH   SOLE   779,280 0 0
TALOS ENERGY INC COM 87484T108 BBG00JPH4JG0 9,686,565 935,900 SH Put SOLE   935,900 0 0
TAMBORAN RES CORP COM 87507T101 BBG01K8HYF98 2,831,694 139,355 SH   SOLE   139,355 0 0
TARGA RES CORP COM 87612G101 BBG001TC94B9 51,936,709 350,900 SH Put SOLE   350,900 0 0
TC ENERGY CORP COM 87807B107 BBG001S5WW27 36,587,728 769,458 SH   SOLE   769,458 0 0
TECK RESOURCES LTD CL B 878742204 BBG001S60LH8 62,473,607 1,195,896 SH   SOLE   1,195,896 0 0
TECK RESOURCES LTD CL B 878742204 BBG001S60LH8 10,897,264 208,600 SH Call SOLE   208,600 0 0
TRANSALTA CORP COM 89346D107 BBG001S5WJZ0 27,840,310 2,685,955 SH   SOLE   2,685,955 0 0
TXNM ENERGY INC COM 69349H107 BBG001S5V9J1 14,159,026 323,487 SH   SOLE   323,487 0 0
UGI CORP NEW COM 902681105 BBG001S5X0W3 8,779,518 350,900 SH Call SOLE   350,900 0 0
UNION PAC CORP COM 907818108 BBG001S5X2M0 28,957,456 117,484 SH   SOLE   117,484 0 0
VEREN INC COM NEW 92340V107 BBG001SLLJ78 11,117,523 1,805,096 SH   SOLE   1,805,096 0 0
VIPER ENERGY INC CL A 927959106 BBG006G57XH9 18,044,000 400,000 SH   SOLE   400,000 0 0
WABTEC COM 929740108 BBG001S5XBT3 17,022,579 93,649 SH   SOLE   93,649 0 0