AES CORP COM 00130H105 BBG001S6B1L5 57380508 4360221 SH SOLE 4360221 0 0 AES CORP COM 00130H105 BBG001S6B1L5 34126512 2593200 SH Call SOLE 2593200 0 0 ALGONQUIN PWR UTILS CORP COM 015857105 BBG001S8LHC5 31621288 5888508 SH SOLE 5888508 0 0 ALLIANT ENERGY CORP COM 018802108 BBG001S8ZQ30 25923122 384559 SH SOLE 384559 0 0 AMEREN CORP COM 023608102 BBG001S5NF24 28281657 270949 SH SOLE 270949 0 0 AMERICAN WTR WKS CO INC NEW COM 030420103 BBG001SPHYW3 82851177 595238 SH SOLE 595238 0 0 ARGAN INC COM 04010E109 BBG001SJP7D8 4381021 16223 SH SOLE 16223 0 0 ATI INC COM 01741R102 BBG001S8WY72 1288751 15844 SH SOLE 15844 0 0 ATKORE INC COM 047649108 BBG001T8LDZ8 2587147 41236 SH SOLE 41236 0 0 BELDEN INC COM 077454106 BBG001SM6Z59 4685599 38959 SH SOLE 38959 0 0 BKV CORP COM 05603J108 BBG00YNGK494 7099869 306955 SH SOLE 306955 0 0 BP PLC SPONSORED ADR 055622104 BBG001S5W4F5 87272397 2532571 SH SOLE 2532571 0 0 BUNGE GLOBAL SA COM SHS H11356104 BBG01JZ8VLC7 5969844 73475 SH SOLE 73475 0 0 C H 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406436 0 0 HOWMET AEROSPACE INC COM 443201108 BBG00DYNJH69 31478432 160416 SH SOLE 160416 0 0 HUDBAY MINERALS INC COM 443628102 BBG001SL27N7 11982540 790405 SH SOLE 790405 0 0 IDACORP INC COM 451107106 BBG001S5S4M2 17691846 133877 SH SOLE 133877 0 0 INFINITY NAT RES INC COM CL A 456941103 BBG01Q5ST2P1 4893386 373256 SH SOLE 373256 0 0 INGERSOLL RAND INC COM 45687V106 BBG002R1CW36 20655000 250000 SH Put SOLE 250000 0 0 KIMBELL RTY PARTNERS LP UNIT 49435R102 BBG00FQH6N85 6390334 473709 SH SOLE 473709 0 0 KODIAK GAS SVCS INC COM 50012A108 BBG01G4G6YQ4 26803250 725000 SH SOLE 725000 0 0 LANDBRIDGE COMPANY LLC CL A 514952100 BBG01N59HPY2 2370020 44424 SH SOLE 44424 0 0 LEGENCE CORP CL A 52476L109 BBG01WRYRR87 19256250 625000 SH SOLE 625000 0 0 LIBERTY ENERGY INC COM CL A 53115L104 BBG00GK831C5 7534656 610588 SH SOLE 610588 0 0 MASTEC INC COM 576323109 BBG001S95HF8 8996756 42276 SH SOLE 42276 0 0 MATADOR RES CO COM 576485205 BBG001T3L5S4 48111269 1070805 SH SOLE 1070805 0 0 MIRION TECHNOLOGIES INC COM CL A 60471A101 BBG00VHJ1KB3 12211500 525000 SH SOLE 525000 0 0 NATIONAL FUEL GAS CO COM 636180101 BBG001S5TLR8 16451651 178106 SH SOLE 178106 0 0 NEXTDECADE CORP COM 65342K105 BBG008GC7WN5 22789175 3356285 SH SOLE 3356285 0 0 NEXTRACKER INC CLASS A COM 65290E101 BBG00835TQ17 8791640 118822 SH SOLE 118822 0 0 NORFOLK SOUTHN CORP COM 655844108 BBG001S5TQJ6 18037818 60044 SH SOLE 60044 0 0 NORTHWESTERN ENERGY GROUP IN COM NEW 668074305 BBG001SM2G73 6780356 115686 SH SOLE 115686 0 0 NRG ENERGY INC COM NEW 629377508 BBG001SDD8F0 11217953 69268 SH SOLE 69268 0 0 OPAL FUELS INC CLASS A COM 68347P103 BBG00Z8LJ952 1631905 741775 SH SOLE 741775 0 0 OR ROYALTIES INC. COM SHS 68390D106 BBG006L2SZD6 7792406 194419 SH SOLE 194419 0 0 OVINTIV INC COM 69047Q102 BBG00R2NHQ74 49423747 1223966 SH SOLE 1223966 0 0 PBF ENERGY INC CL A 69318G106 BBG002832HM6 15085000 500000 SH Put SOLE 500000 0 0 PERMIAN RESOURCES CORP CLASS A COM 71424F105 BBG00D61Y2G3 44777549 3498246 SH SOLE 3498246 0 0 PERMIAN RESOURCES CORP CLASS A COM 71424F105 BBG00D61Y2G3 13181440 1029800 SH Call SOLE 1029800 0 0 PINNACLE WEST CAP CORP COM 723484101 BBG001S5VB15 43363969 483649 SH SOLE 483649 0 0 PYROPHYTE ACQUISITION CORP. *W EXP 07/30/203 G7309T110 3624 10354 SH SOLE 10354 0 0 PYROPHYTE ACQUISITION CORP. CL A SHS G7309T102 BBG01VVFL4Y3 206252 20708 SH SOLE 20708 0 0 RIO TINTO PLC SPONSORED ADR 767204100 BBG001SB0LX9 9556334 144771 SH SOLE 144771 0 0 SABLE OFFSHORE CORP COM SHS 78574H104 BBG00Z6F4C29 3492000 200000 SH SOLE 200000 0 0 SABLE OFFSHORE CORP COM SHS 78574H104 BBG00Z6F4C29 1807110 103500 SH Put SOLE 103500 0 0 SEADRILL LTD COM G7997W102 BBG015K887C0 15644188 517848 SH SOLE 517848 0 0 SHELL PLC SPON ADS 780259305 BBG0147BN6H1 69576444 972689 SH SOLE 972689 0 0 SHERWIN WILLIAMS CO COM 824348106 BBG001S5W2F9 23397134 67571 SH SOLE 67571 0 0 SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 BBG00YQ82328 23855873 3219416 SH SOLE 3219416 0 0 SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 BBG00YQ82328 7410000 1000000 SH Call SOLE 1000000 0 0 SOLARIS ENERGY INFRAS INC COM CL A 83418M103 BBG00G7D6CQ7 1017356 25453 SH SOLE 25453 0 0 SOLARIS ENERGY INFRAS INC COM CL A 83418M103 BBG00G7D6CQ7 14137389 353700 SH Put SOLE 353700 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 166545000 250000 SH Put SOLE 250000 0 0 SPDR SERIES TRUST S&P OILGAS EXP 78468R556 BBG001SB12P9 25118000 190000 SH Call SOLE 190000 0 0 SPIRE INC COM 84857L101 BBG001S5SSD9 4534468 55624 SH SOLE 55624 0 0 STRATEGY INC CL A NEW 594972408 BBG001SC7PX1 4897592 15200 SH Put SOLE 15200 0 0 T1 ENERGY INC COM NEW 35834F104 BBG01KR6BS89 6615210 3034500 SH Put SOLE 3034500 0 0 TALON CAP CORP UNIT 08/27/2030 G86652115 BBG01WSV5NK1 10030000 1000000 SH SOLE 1000000 0 0 TALOS ENERGY INC COM 87484T108 BBG00JPH4JG0 7775572 810800 SH Put SOLE 810800 0 0 TAMBORAN RES CORP COM 87507T101 BBG01K8HYF98 12746595 465544 SH SOLE 465544 0 0 TC ENERGY CORP COM 87807B107 BBG001S5WW27 53117056 976913 SH SOLE 976913 0 0 TECHNIPFMC PLC COM G87110105 BBG00DL8NMT5 41913653 1062450 SH SOLE 1062450 0 0 TERAWULF INC COM 88080T104 BBG0122MC919 8824177 772695 SH SOLE 772695 0 0 TESLA INC COM 88160R101 BBG001SQKGD7 27661584 62200 SH Put SOLE 62200 0 0 TRANSALTA CORP COM 89346D107 BBG001S5WJZ0 19042605 1394087 SH SOLE 1394087 0 0 TRANSOCEAN LTD REGISTERED SHS H8817H100 BBG001S7B678 25740000 8250000 SH SOLE 8250000 0 0 TXNM ENERGY INC COM 69349H107 BBG001S5V9J1 13932676 246378 SH SOLE 246378 0 0 TXNM ENERGY INC COM 69349H107 BBG001S5V9J1 1029210 18200 SH Put SOLE 18200 0 0 VALARIS LTD CL A G9460G101 BBG010JW9K58 8449451 173251 SH SOLE 173251 0 0 VENTURE GLOBAL INC COM CL A 92333F101 BBG01RGY24F0 71876607 5065300 SH Put SOLE 5065300 0 0 VERALTO CORP COM SHS 92338C103 BBG019Q32XK7 18262506 171302 SH SOLE 171302 0 0 VERTIV HOLDINGS CO COM CL A 92537N108 BBG00L2B8LM7 13171134 87307 SH SOLE 87307 0 0 VISTRA CORP COM 92840M102 BBG00DXDL6R0 44082000 225000 SH SOLE 225000 0 0 WATERBRIDGE INFRASTRUCTURE L CL A SHS REPSTG 940923105 BBG01WX46WQ8 25220000 1000000 SH SOLE 1000000 0 0 WILLIAMS COS INC COM 969457100 BBG001S5XH10 34235100 540412 SH SOLE 540412 0 0 WOODWARD INC COM 980745103 BBG001S6YZC5 8716979 34494 SH SOLE 34494 0 0 XPLR INFRASTRUCTURE LP COM UNIT PART IN 65341B106 BBG006JNW312 7913369 778109 SH SOLE 778109 0 0