AES CORP COM 00130H105 3995 175000 SH SOLE 175000 0 0 ALLETE INC COM NEW 018522300 1488 25000 SH SOLE 25000 0 0 ALLIANT ENERGY CORP COM 018802108 7124 127261 SH SOLE 127261 0 0 ALTUS MIDSTREAM CO COM NEW CL A 02215L209 392 5676 SH SOLE 5676 0 0 ANTERO RESOURCES CORP COM 03674X106 1685 89600 SH SOLE 89600 0 0 APA CORPORATION COM 03743Q108 2143 100000 SH SOLE 100000 0 0 BENSON HILL INC *W EXP 99/99/999 082490111 120 85070 SH SOLE 85070 0 0 BRIGHAM MINERALS INC CL A COM 10918L103 61 3208 SH SOLE 3208 0 0 CENTERPOINT ENERGY INC COM 15189T107 4304 174960 SH SOLE 174960 0 0 CHENIERE ENERGY INC COM NEW 16411R208 4406 45112 SH SOLE 45112 0 0 CLIMATE REAL IMPACT SLUTINS COM CL A 187171103 2221 227086 SH SOLE 227086 0 0 CLIMATE REAL IMPACT SLUTINS *W EXP 01/29/202 187171111 39 36740 SH SOLE 36740 0 0 DECARBONIZATION PLUS ACQU II CLASS A COM 24279D105 15193 1511721 SH SOLE 1511721 0 0 DELEK US HLDGS INC NEW COM 24665A103 2540 141369 SH SOLE 141369 0 0 DENBURY INC COM 24790A101 6534 93008 SH SOLE 93008 0 0 DEVON ENERGY CORP NEW COM 25179M103 2609 73476 SH SOLE 73476 0 0 DOMINION ENERGY INC COM 25746U109 1738 23800 SH SOLE 23800 0 0 DT MIDSTREAM INC COMMON STOCK 23345M107 2798 60500 SH SOLE 60500 0 0 ECP ENVIRONMENTAL GW OPT COR COM CL A 26829T100 45 54176 SH SOLE 54176 0 0 ECP ENVIRONMENTAL GW OPT COR *W EXP 03/01/202 26829T118 3146 318467 SH SOLE 318467 0 0 ENBRIDGE INC COM 29250N105 4454 111901 SH SOLE 111901 0 0 EQT CORP COM 26884L109 8184 400000 SH SOLE 400000 0 0 EQUITRANS MIDSTREAM CORP COM 294600101 2834 279521 SH SOLE 279521 0 0 EVERGY INC COM 30034W106 2165 34800 SH SOLE 34800 0 0 EVGO INC CL A COM 30052F100 2486 305000 SH SOLE 305000 0 0 EVGO INC *W EXP 09/15/202 30052F118 134 75000 SH SOLE 75000 0 0 EXELON CORP COM 30161N101 5052 104500 SH SOLE 104500 0 0 FIRST RESERVE SUSTAINABLE GW CLASS A COM 336169107 6389 645391 SH SOLE 645391 0 0 FIRST RESERVE SUSTAINABLE GW *W EXP 03/05/202 336169115 12 15000 SH SOLE 15000 0 0 FISKER INC CL A COM STK 33813J106 484 33071 SH SOLE 33071 0 0 FLUX PWR HLDGS INC COM NEW 344057302 64 12654 SH SOLE 12654 0 0 GORES GUGGENHEIM INC CLASS A COM 38286Q107 1611 157621 SH SOLE 157621 0 0 GREEN PLAINS INC COM 393222104 2860 87610 SH SOLE 87610 0 0 HENNESSY CAPITAL INVS CORP V COM CL A 42589T107 247 25000 SH SOLE 25000 0 0 INFRA AND ENERGY ALTRNTIVE I COM 45686J104 1604 140319 SH SOLE 140319 0 0 IVANHOE CAPITAL ACQUISTIN CO COM CL A G4R87P114 1127 113879 SH SOLE 113879 0 0 MAGNOLIA OIL & GAS CORP CL A 559663109 1779 100000 SH SOLE 100000 0 0 MARATHON OIL CORP COM 565849106 2051 150000 SH SOLE 150000 0 0 MARATHON PETE CORP COM 56585A102 3498 56600 SH SOLE 56600 0 0 NISOURCE INC COM 65473P105 3351 138300 SH SOLE 138300 0 0 NORTHERN GENESIS ACQUISITION COMMON STOCK 66516U101 5263 529963 SH SOLE 529963 0 0 NORTHERN GENESIS ACQUISITION *W EXP 01/15/202 66516U119 171 159987 SH SOLE 159987 0 0 NUVVE HOLDING CORP COM 67079Y100 1820 168562 SH SOLE 168562 0 0 OVINTIV INC COM 69047Q102 5886 179000 SH SOLE 179000 0 0 PAR PAC HOLDINGS INC COM NEW 69888T207 1733 110266 SH SOLE 110266 0 0 PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207 2517 233621 SH SOLE 233621 0 0 POWER & DIGITAL INFRA ACQ CO COM CL A 739190106 4863 481052 SH SOLE 481052 0 0 POWER & DIGITAL INFRA ACQ CO *W EXP 02/12/202 739190114 10 4176 SH SOLE 4176 0 0 SOUTHWEST GAS HLDGS INC COM 844895102 1672 25000 SH SOLE 25000 0 0 SPARTAN ACQUISITION CORP III COM CL A 84677R106 2843 287800 SH SOLE 287800 0 0 SPARTAN ACQUISITION CORP III *W EXP 02/04/202 84677R114 69 62500 SH SOLE 62500 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 12874 30000 SH Put SOLE 30000 0 0 STEM INC COM 85859N102 5973 250000 SH SOLE 250000 0 0 SUNLIGHT FINANCIAL HOLDINGS COM 86738J106 669 126072 SH SOLE 126072 0 0 SUNLIGHT FINANCIAL HOLDINGS *W EXP 07/09/202 86738J114 11 9750 SH SOLE 9750 0 0 SUSTAINABLE DEVELP ACQU I CO COM CL A 86934L103 469 48091 SH SOLE 48091 0 0 SUSTAINABLE DEVELP ACQU I CO *W EXP 02/04/202 86934L111 16 24045 SH SOLE 24045 0 0 TPG PACE BEN FIN CORP CL A COM G8990D125 4812 456106 SH SOLE 456106 0 0 TPG PACE BEN FIN CORP *W EXP 10/09/202 G8990D117 48 24182 SH SOLE 24182 0 0 ZIMMER ENERGY TRANSITION ACQ COM CL A 989570106 4865 500000 SH SOLE 500000 0 0 ZIMMER ENERGY TRANSITION ACQ *W EXP 06/16/202 989570114 150 166666 SH SOLE 166666 0 0