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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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 10,607,398 1,084,601 SH   SOLE   1,084,601 0 0
AMEREN CORP COM 023608102 BBG001S5NF24 20,832,018 233,700 SH   SOLE   233,700 0 0
APPLIED DIGITAL CORP COM NEW 038169207 BBG001SK4K76 4,300,602 562,906 SH   SOLE   562,906 0 0
ARCADIUM LITHIUM PLC COM SHS G0508H110 BBG01HN34WP7 6,458,398 1,258,947 SH   SOLE   1,258,947 0 0
ATMOS ENERGY CORP COM 049560105 BBG001S5VG05 18,187,966 130,595 SH   SOLE   130,595 0 0
AURORA INNOVATION INC CLASS A COM 051774107 BBG00Z92Y6Y0 6,524,330 1,035,608 SH   SOLE   1,035,608 0 0
BAKER HUGHES COMPANY CL A 05722G100 BBG00GBVBK60 19,086,975 465,309 SH   SOLE   465,309 0 0
BKV CORP COM 05603J108 BBG00YNGK494 9,940,658 418,026 SH   SOLE   418,026 0 0
BLOOM ENERGY CORP COM CL A 093712107 BBG001T53509 208,996 9,410 SH   SOLE   9,410 0 0
BP PLC SPONSORED ADR 055622104 BBG001S5W4F5 47,322,929 1,600,911 SH   SOLE   1,600,911 0 0
BP PLC SPONSORED ADR 055622104 BBG001S5W4F5 14,780,000 500,000 SH Call SOLE   500,000 0 0
BWX TECHNOLOGIES INC COM 05605H100 BBG001SGJPH7 14,423,557 129,487 SH   SOLE   129,487 0 0
CADELER A S SPON ADR 12738K109 BBG01KFX5HW7 2,559,934 114,641 SH   SOLE   114,641 0 0
CATERPILLAR INC COM 149123101 BBG001S5PJ06 36,276,000 100,000 SH Put SOLE   100,000 0 0
CENTURY ALUM CO COM 156431108 BBG001S766G4 10,345,990 567,837 SH   SOLE   567,837 0 0
CIVITAS RESOURCES INC COM NEW 17888H103 BBG00GLNJ0R0 10,993,617 239,669 SH   SOLE   239,669 0 0
CLEAN ENERGY FUELS CORP COM 184499101 BBG001SPD4H0 6,174,136 2,459,815 SH   SOLE   2,459,815 0 0
CNX RES CORP COM 12653C108 BBG001SC7TN4 14,668,000 400,000 SH Put SOLE   400,000 0 0
CONSOLIDATED EDISON INC COM 209115104 BBG001S5QRL4 55,768,750 625,000 SH   SOLE   625,000 0 0
CONSTELLATION ENERGY CORP COM 21037T109 BBG014KFRPJ9 190,153,500 850,000 SH Put SOLE   850,000 0 0
CORE & MAIN INC CL A 21874C102 BBG01163K3R5 18,724,596 367,798 SH   SOLE   367,798 0 0
COTERRA ENERGY INC COM 127097103 BBG001S6H6Y4 33,256,630 1,302,139 SH   SOLE   1,302,139 0 0
CRESCENT ENERGY COMPANY CL A COM 44952J104 BBG013THLJ08 13,149,000 900,000 SH   SOLE   900,000 0 0
CRH PLC ORD G25508105 BBG001S61NK9 42,939,920 464,115 SH   SOLE   464,115 0 0
DARLING INGREDIENTS INC COM 237266101 BBG001SB7RP8 11,983,533 355,700 SH Call SOLE   355,700 0 0
DIAMONDBACK ENERGY INC COM 25278X109 BBG002PHSZN7 11,777,411 71,888 SH   SOLE   71,888 0 0
DIVERSIFIED ENERGY COMPANY P SHS NEW G2891G204 BBG009J3L5S8 2,627,083 156,374 SH   SOLE   156,374 0 0
DOMINION ENERGY INC COM 25746U109 BBG001S5QCP3 16,575,792 307,757 SH   SOLE   307,757 0 0
DT MIDSTREAM INC COMMON STOCK 23345M107 BBG0112Z58K1 20,122,246 202,376 SH   SOLE   202,376 0 0
DTE ENERGY CO COM 233331107 BBG001S5QN88 12,905,156 106,875 SH   SOLE   106,875 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 BBG001S5QNR7 24,557,717 227,935 SH   SOLE   227,935 0 0
EATON CORP PLC SHS G29183103 BBG001S5QZ45 3,287,172 9,905 SH   SOLE   9,905 0 0
EATON CORP PLC SHS G29183103 BBG001S5QZ45 49,813,687 150,100 SH Put SOLE   150,100 0 0
EMERSON ELEC CO COM 291011104 BBG001S5QVT7 37,179,000 300,000 SH Put SOLE   300,000 0 0
ENCORE ENERGY CORP COM NEW 29259W700 BBG001T8HNC6 3,414,552 1,001,335 SH   SOLE   1,001,335 0 0
EQT CORP COM 26884L109 BBG001S5QXJ4 18,440,957 399,934 SH   SOLE   399,934 0 0
EVERGY INC COM 30034W106 BBG00H433CS1 33,764,976 548,578 SH   SOLE   548,578 0 0
EXXON MOBIL CORP COM 30231G102 BBG001S69V32 21,514,000 200,000 SH Put SOLE   200,000 0 0
FIRST SOLAR INC COM 336433107 BBG001S991Z7 33,579,712 190,534 SH   SOLE   190,534 0 0
FIRSTENERGY CORP COM 337932107 BBG001S5R3N4 13,490,074 339,117 SH   SOLE   339,117 0 0
FLOWSERVE CORP COM 34354P105 BBG001SB3F87 6,092,748 105,924 SH   SOLE   105,924 0 0
FLUOR CORP NEW COM 343412102 BBG001S5Q738 26,353,057 534,328 SH   SOLE   534,328 0 0
FREEPORT-MCMORAN INC CL B 35671D857 BBG001S5R3F3 19,040,000 500,000 SH Put SOLE   500,000 0 0
GATES INDL CORP PLC ORD SHS G39108108 BBG00JM9V7T3 6,101,165 296,605 SH   SOLE   296,605 0 0
GE VERNOVA INC COM 36828A101 BBG013G17W77 15,916,923 48,390 SH   SOLE   48,390 0 0
GFL ENVIRONMENTAL INC SUB VTG SHS 36168Q104 BBG003FD9W80 7,813,340 175,423 SH   SOLE   175,423 0 0
GULFPORT ENERGY CORP COMMON SHARES 402635502 BBG0112Z8766 10,636,629 57,745 SH   SOLE   57,745 0 0
HALLADOR ENERGY COMPANY COM 40609P105 BBG001S8HST8 4,034,476 352,356 SH   SOLE   352,356 0 0
HALLIBURTON CO COM 406216101 BBG001S5RS59 27,190,000 1,000,000 SH Put SOLE   1,000,000 0 0
HESS CORP COM 42809H107 BBG001S5NHS2 35,943,026 270,228 SH   SOLE   270,228 0 0
HESS MIDSTREAM LP CL A SHS 428103105 BBG00R02H8F3 10,450,014 282,204 SH   SOLE   282,204 0 0
HUDBAY MINERALS INC COM 443628102 BBG001SL27N7 11,812,684 1,458,356 SH   SOLE   1,458,356 0 0
ISHARES TR IBOXX HI YD ETF 464288513 BBG001ST0ZQ7 102,245,000 1,300,000 SH Put SOLE   1,300,000 0 0
LANDBRIDGE COMPANY LLC CL A 514952100 BBG01N59HPY2 16,141,925 249,875 SH   SOLE   249,875 0 0
MARATHON PETE CORP COM 56585A102 BBG001S169P1 31,416,935 225,211 SH   SOLE   225,211 0 0
MASTEC INC COM 576323109 BBG001S95HF8 10,114,385 74,294 SH   SOLE   74,294 0 0
MATADOR RES CO COM 576485205 BBG001T3L5S4 36,301,371 645,243 SH   SOLE   645,243 0 0
MIRION TECHNOLOGIES INC COM CL A 60471A101 BBG00VHJ1KB3 3,115,767 178,554 SH   SOLE   178,554 0 0
NATIONAL FUEL GAS CO COM 636180101 BBG001S5TLR8 34,504,104 568,624 SH   SOLE   568,624 0 0
NATIONAL FUEL GAS CO COM 636180101 BBG001S5TLR8 18,204,000 300,000 SH Call SOLE   300,000 0 0
NEW FORTRESS ENERGY INC COM CL A 644393100 BBG00MJH9M32 8,617,100 569,914 SH   SOLE   569,914 0 0
NEXTDECADE CORP COM 65342K105 BBG008GC7WN5 18,043,798 2,340,311 SH   SOLE   2,340,311 0 0
NEXTDECADE CORP COM 65342K105 BBG008GC7WN5 11,565,000 1,500,000 SH Call SOLE   1,500,000 0 0
NEXTDECADE CORP COM 65342K105 BBG008GC7WN5 6,168,000 800,000 SH Put SOLE   800,000 0 0
NEXTERA ENERGY INC COM 65339F101 BBG001S5RB29 35,845,000 500,000 SH Put SOLE   500,000 0 0
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 BBG006JNW312 13,350,000 750,000 SH Call SOLE   750,000 0 0
NISOURCE INC COM 65473P105 BBG001S5TMF9 27,761,373 755,206 SH   SOLE   755,206 0 0
NORFOLK SOUTHN CORP COM 655844108 BBG001S5TQJ6 27,906,299 118,902 SH   SOLE   118,902 0 0
ONEOK INC NEW COM 682680103 BBG001S5TWK1 22,536,788 224,470 SH   SOLE   224,470 0 0
OPAL FUELS INC CLASS A COM 68347P103 BBG00Z8LJ952 2,373,183 700,054 SH   SOLE   700,054 0 0
OSISKO GOLD ROYALTIES LTD COM 68827L101 BBG006L2SZD6 14,587,357 805,555 SH   SOLE   805,555 0 0
OVINTIV INC COM 69047Q102 BBG00R2NHQ74 37,844,901 934,442 SH   SOLE   934,442 0 0
PAR PAC HOLDINGS INC COM NEW 69888T207 BBG003C5DLS7 6,960,145 424,658 SH   SOLE   424,658 0 0
PEABODY ENERGY CORP COM 704551100 BBG00GBV89J5 3,141,000 150,000 SH   SOLE   150,000 0 0
PEMBINA PIPELINE CORP COM 706327103 BBG001SB0CJ5 9,027,351 244,330 SH   SOLE   244,330 0 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105 BBG00D61Y2G3 45,154,451 3,140,087 SH   SOLE   3,140,087 0 0
PERPETUA RESOURCES CORP COM 714266103 BBG001V1HWW6 2,667,500 250,000 SH   SOLE   250,000 0 0
PG&E CORP COM 69331C108 BBG001S5V206 33,004,047 1,635,483 SH   SOLE   1,635,483 0 0
PG&E CORP COM 69331C108 BBG001S5V206 60,540,000 3,000,000 SH Put SOLE   3,000,000 0 0
PHILLIPS 66 COM 718546104 BBG00286S4P7 26,750,764 234,800 SH Put SOLE   234,800 0 0
PINNACLE WEST CAP CORP COM 723484101 BBG001S5VB15 24,613,309 290,354 SH   SOLE   290,354 0 0
POWERFLEET INC COM 73931J109 BBG00PG3JNM5 3,143,094 471,936 SH   SOLE   471,936 0 0
PPL CORP COM 69351T106 BBG001S5VC31 25,419,945 783,116 SH   SOLE   783,116 0 0
PRIMORIS SVCS CORP COM 74164F103 BBG001S64801 2,420,276 31,679 SH   SOLE   31,679 0 0
PUBLIC SVC ENTERPRISE GRP IN COM 744573106 BBG001S5V3C1 24,110,320 285,363 SH   SOLE   285,363 0 0
RIOT PLATFORMS INC COM 767292105 BBG001SDW128 3,263,943 319,681 SH   SOLE   319,681 0 0
SEADRILL 2021 LTD COM G7997W102 BBG015K887C0 21,070,863 541,250 SH   SOLE   541,250 0 0
SEMPRA COM 816851109 BBG001SBVZ73 27,907,767 318,146 SH   SOLE   318,146 0 0
SHELL PLC SPON ADS 780259305 BBG0147BN6H1 43,000,767 686,365 SH   SOLE   686,365 0 0
SHERWIN WILLIAMS CO COM 824348106 BBG001S5W2F9 8,857,556 26,057 SH   SOLE   26,057 0 0
SOLID POWER INC CLASS A COM 83422N105 BBG0112HCTV5 831,693 440,049 SH   SOLE   440,049 0 0
SOUTH BOW CORP COM 83671M105 BBG01N6BVR30 7,750,335 328,822 SH   SOLE   328,822 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 74,725,200 127,500 SH Put SOLE   127,500 0 0
STANDARDAERO INC COM 85423L103 BBG001STH0V0 3,181,214 128,482 SH   SOLE   128,482 0 0
SUNCOR ENERGY INC NEW COM 867224107 BBG001S5YSF0 44,991,088 1,260,961 SH   SOLE   1,260,961 0 0
TAMBORAN RES CORP COM 87507T101 BBG01K8HYF98 6,623,269 315,544 SH   SOLE   315,544 0 0
TC ENERGY CORP COM 87807B107 BBG001S5WW27 49,074,958 1,054,695 SH   SOLE   1,054,695 0 0
TECHNIPFMC PLC COM G87110105 BBG00DL8NMT5 36,567,108 1,263,549 SH   SOLE   1,263,549 0 0
TECK RESOURCES LTD CL B 878742204 BBG001S60LH8 22,343,419 551,281 SH   SOLE   551,281 0 0
TECK RESOURCES LTD CL B 878742204 BBG001S60LH8 10,562,118 260,600 SH Call SOLE   260,600 0 0
TENARIS S A SPONSORED ADS 88031M109 BBG001SLFCT6 12,593,858 333,259 SH   SOLE   333,259 0 0
TRANSALTA CORP COM 89346D107 BBG001S5WJZ0 9,983,432 705,848 SH   SOLE   705,848 0 0
TXNM ENERGY INC COM 69349H107 BBG001S5V9J1 31,436,594 639,345 SH   SOLE   639,345 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 BBG00L2B8LM7 11,361,000 100,000 SH Put SOLE   100,000 0 0
VISTRA CORP COM 92840M102 BBG00DXDL6R0 11,324,228 82,137 SH   SOLE   82,137 0 0
WABTEC COM 929740108 BBG001S5XBT3 12,158,407 64,130 SH   SOLE   64,130 0 0
WESCO INTL INC COM 95082P105 BBG001SCRP78 6,192,813 34,222 SH   SOLE   34,222 0 0
WOLFSPEED INC COM 977852102 BBG001S6YWT4 1,924,034 288,894 SH   SOLE   288,894 0 0
XCEL ENERGY INC COM 98389B100 BBG001S7F0X8 67,520,000 1,000,000 SH   SOLE   1,000,000 0 0
XCEL ENERGY INC COM 98389B100 BBG001S7F0X8 47,264,000 700,000 SH Call SOLE   700,000 0 0