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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALLETE INC COM NEW 018522300 5,718 92,316 SH   SOLE   92,316 0 0
ALLIANT ENERGY CORP COM 018802108 5,029 97,600 SH   SOLE   97,600 0 0
ALTUS MIDSTREAM CO COM NEW CL A 02215L209 269 5,676 SH   SOLE   5,676 0 0
ANTERO RESOURCES CORP COM 03674X106 2,186 401,116 SH   SOLE   401,116 0 0
BLACK HILLS CORP COM 092113109 3,913 63,683 SH   SOLE   63,683 0 0
BUNGE LIMITED COM G16962105 5,670 86,461 SH   SOLE   86,461 0 0
CAMECO CORP COM 13321L108 3,020 225,400 SH   SOLE   225,400 0 0
CENTERPOINT ENERGY INC COM 15189T107 7,743 357,800 SH   SOLE   357,800 0 0
CHART INDS INC COM PAR $0.01 16115Q308 1,484 12,600 SH   SOLE   12,600 0 0
CIMAREX ENERGY CO COM 171798101 5,863 156,307 SH   SOLE   156,307 0 0
CITIC CAPITAL ACQUISITION CO COM CL A G21513109 4,521 431,401 SH   SOLE   431,401 0 0
CLIMATE CHANGE CRISIS REAL I COM CL A 18716C100 3,896 363,800 SH   SOLE   363,800 0 0
CLIMATE CHANGE CRISIS REAL I *W EXP 09/15/202 18716C118 339 189,150 SH   SOLE   189,150 0 0
CNX RES CORP COM 12653C108 1,618 149,849 SH   SOLE   149,849 0 0
DARLING INGREDIENTS INC COM 237266101 2,307 40,000 SH   SOLE   40,000 0 0
DECARBONIZATION PLUS ACQU CO UNIT 10/02/2025 242797207 1,724 150,000 SH   SOLE   150,000 0 0
DENBURY INC COM 24790A101 891 34,700 SH   SOLE   34,700 0 0
EQT CORP COM 26884L109 4,754 374,000 SH   SOLE   374,000 0 0
EQUITRANS MIDSTREAM CORPORATION COM 294600101 908 112,955 SH   SOLE   112,955 0 0
EVERGY INC COM 30034W106 1,565 28,200 SH   SOLE   28,200 0 0
HOLLYFRONTIER CORP COM 436106108 1,530 59,200 SH   SOLE   59,200 0 0
MARATHON PETE CORP COM 56585A102 2,999 72,501 SH   SOLE   72,501 0 0
MOTION ACQUISITION CORP UNIT 10/14/2025 61980M206 1,048 98,700 SH   SOLE   98,700 0 0
NEXTERA ENERGY INC COM 65339F101 3,919 50,800 SH   SOLE   50,800 0 0
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 5,778 86,177 SH   SOLE   86,177 0 0
NORTHWEST NAT HLDG CO COM 66765N105 311 6,759 SH   SOLE   6,759 0 0
NRG ENERGY INC COM NEW 629377508 251 6,678 SH   SOLE   6,678 0 0
PAR PAC HOLDINGS INC COM NEW 69888T207 4,266 305,119 SH   SOLE   305,119 0 0
PARSLEY ENERGY INC CL A 701877102 4,317 304,004 SH   SOLE   304,004 0 0
PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207 3,137 371,209 SH   SOLE   371,209 0 0
PUBLIC SVC ENTERPRISE GRP IN COM 744573106 2,980 51,118 SH   SOLE   51,118 0 0
QELL ACQUISITION CORP UNIT 10/1/2025 G7307X121 750 56,600 SH   SOLE   56,600 0 0
QELL ACQUISITION CORP CL A G7307X105 7,956 647,364 SH   SOLE   647,364 0 0
QELL ACQUISITION CORP *W EXP 10/01/202 G7307X113 325 104,233 SH   SOLE   104,233 0 0
SPARTAN ACQUISITION CORP II UNIT 99/99/9999 846775203 1,291 119,500 SH   SOLE   119,500 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 54,026 144,500 SH Put SOLE   144,500 0 0
STAR PEAK ENERGY TRANSITION CL A 855185104 139 6,797 SH   SOLE   6,797 0 0
STAR PEAK ENERGY TRANSITION *W EXP 08/11/202 855185112 1,685 284,650 SH   SOLE   284,650 0 0
SUSTAINABLE OPPORTNTS ACQ CO ORD SHS A G8598Y109 12,679 1,178,383 SH   SOLE   1,178,383 0 0
SUSTAINABLE OPPORTNTS ACQ CO *W EXP 99/99/999 G8598Y117 453 201,200 SH   SOLE   201,200 0 0
SWITCHBACK ENERGY ACQUISTN C *W EXP 07/25/202 87105M110 1,380 89,504 SH   SOLE   89,504 0 0
TARGA RES CORP COM 87612G101 3,577 135,612 SH   SOLE   135,612 0 0
TELLURIAN INC NEW COM 87968A104 258 201,811 SH   SOLE   201,811 0 0
TPG PACE BEN FIN CORP CL A COM G8990D125 479 18,500 SH   SOLE   18,500 0 0
TPG PACE BEN FIN CORP UNIT 99/99/9999 G8990D109 3,175 116,712 SH   SOLE   116,712 0 0
WPX ENERGY INC COM 98212B103 3,560 436,868 SH   SOLE   436,868 0 0