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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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
AES CORP COM 00130H105 BBG001S6B1L5 57,380,508 4,360,221 SH   SOLE   4,360,221 0 0
AES CORP COM 00130H105 BBG001S6B1L5 34,126,512 2,593,200 SH Call SOLE   2,593,200 0 0
ALGONQUIN PWR UTILS CORP COM 015857105 BBG001S8LHC5 31,621,288 5,888,508 SH   SOLE   5,888,508 0 0
ALLIANT ENERGY CORP COM 018802108 BBG001S8ZQ30 25,923,122 384,559 SH   SOLE   384,559 0 0
AMEREN CORP COM 023608102 BBG001S5NF24 28,281,657 270,949 SH   SOLE   270,949 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 BBG001SPHYW3 82,851,177 595,238 SH   SOLE   595,238 0 0
ARGAN INC COM 04010E109 BBG001SJP7D8 4,381,021 16,223 SH   SOLE   16,223 0 0
ATI INC COM 01741R102 BBG001S8WY72 1,288,751 15,844 SH   SOLE   15,844 0 0
ATKORE INC COM 047649108 BBG001T8LDZ8 2,587,147 41,236 SH   SOLE   41,236 0 0
BELDEN INC COM 077454106 BBG001SM6Z59 4,685,599 38,959 SH   SOLE   38,959 0 0
BKV CORP COM 05603J108 BBG00YNGK494 7,099,869 306,955 SH   SOLE   306,955 0 0
BP PLC SPONSORED ADR 055622104 BBG001S5W4F5 87,272,397 2,532,571 SH   SOLE   2,532,571 0 0
BUNGE GLOBAL SA COM SHS H11356104 BBG01JZ8VLC7 5,969,844 73,475 SH   SOLE   73,475 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 BBG001SB6KF5 8,154,913 61,593 SH   SOLE   61,593 0 0
CADELER A S SPON ADR 12738K109 BBG01KFX5HW7 3,906,897 189,196 SH   SOLE   189,196 0 0
CALIFORNIA RES CORP COM STOCK 13057Q305 BBG00Y04KQ51 5,344,962 100,507 SH   SOLE   100,507 0 0
CAMECO CORP COM 13321L108 BBG001S5Y5S6 9,184,263 109,519 SH   SOLE   109,519 0 0
CANADIAN NAT RES LTD COM 136385101 BBG001S5YC56 26,307,727 822,752 SH   SOLE   822,752 0 0
CANTOR EQUITY PARTNERS IV IN SHS CL A G1828E100 BBG01W7FHVM6 3,057,000 300,000 SH   SOLE   300,000 0 0
CARPENTER TECHNOLOGY CORP COM 144285103 BBG001S5Q5M1 5,024,485 20,463 SH   SOLE   20,463 0 0
CATERPILLAR INC COM 149123101 BBG001S5PJ06 39,247,019 82,253 SH   SOLE   82,253 0 0
CENOVUS ENERGY INC COM 15135U109 BBG001T2PJV8 55,062,194 3,240,859 SH   SOLE   3,240,859 0 0
CENTERPOINT ENERGY INC COM 15189T107 BBG001SB10S0 31,757,024 818,480 SH   SOLE   818,480 0 0
CENTURI HOLDINGS INC COM SHS 155923105 BBG01M4ZP9S1 12,637,432 596,950 SH   SOLE   596,950 0 0
CF INDS HLDGS INC COM 125269100 BBG001SJ8KV8 44,850,000 500,000 SH Call SOLE   500,000 0 0
CHENIERE ENERGY INC COM NEW 16411R208 BBG001S7W158 54,045,870 230,002 SH   SOLE   230,002 0 0
CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 29,536,624 190,203 SH   SOLE   190,203 0 0
CONSTELLATION ENERGY CORP COM 21037T109 BBG014KFRPJ9 17,097,490 51,957 SH   SOLE   51,957 0 0
DT MIDSTREAM INC COMMON STOCK 23345M107 BBG0112Z58K1 17,438,714 154,243 SH   SOLE   154,243 0 0
DTE ENERGY CO COM 233331107 BBG001S5QN88 42,163,960 298,126 SH   SOLE   298,126 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 BBG001S5QNR7 51,694,088 417,730 SH   SOLE   417,730 0 0
ECOLAB INC COM 278865100 BBG001S5QRB5 16,805,693 61,366 SH   SOLE   61,366 0 0
ENPHASE ENERGY INC COM 29355A107 BBG001V28NC6 3,730,743 105,418 SH   SOLE   105,418 0 0
ENTERGY CORP NEW COM 29364G103 BBG001S67KF5 43,718,038 469,128 SH   SOLE   469,128 0 0
EOG RES INC COM 26875P101 BBG001S5ZB93 22,424,000 200,000 SH Call SOLE   200,000 0 0
EOG RES INC COM 26875P101 BBG001S5ZB93 112,120,000 1,000,000 SH Put SOLE   1,000,000 0 0
EQT CORP COM 26884L109 BBG001S5QXJ4 53,001,975 973,764 SH   SOLE   973,764 0 0
EQT CORP COM 26884L109 BBG001S5QXJ4 27,215,000 500,000 SH Call SOLE   500,000 0 0
EVERGY INC COM 30034W106 BBG00H433CS1 15,336,047 201,737 SH   SOLE   201,737 0 0
EVERSOURCE ENERGY COM 30040W108 BBG001S5TRL1 17,648,625 248,083 SH   SOLE   248,083 0 0
EXCELERATE ENERGY INC CL A COM 30069T101 BBG014GJSS81 1,183,577 46,986 SH   SOLE   46,986 0 0
EXPRO GROUP HOLDINGS NV COM N3144W105 BBG004K27PR2 8,162,570 687,085 SH   SOLE   687,085 0 0
FIRST SOLAR INC COM 336433107 BBG001S991Z7 38,281,362 173,588 SH   SOLE   173,588 0 0
FIRSTENERGY CORP COM 337932107 BBG001S5R3N4 8,714,277 190,185 SH   SOLE   190,185 0 0
FLOWSERVE CORP COM 34354P105 BBG001SB3F87 3,303,342 62,163 SH   SOLE   62,163 0 0
GSR III ACQUISITION CORP CL A G4R103107 BBG01R1X9X03 316,094 30,511 SH   SOLE   30,511 0 0
GULFPORT ENERGY CORP COMMON SHARES 402635502 BBG0112Z8766 7,110,161 39,287 SH   SOLE   39,287 0 0
HALLIBURTON CO COM 406216101 BBG001S5RS59 26,025,127 1,057,932 SH   SOLE   1,057,932 0 0
HALLIBURTON CO COM 406216101 BBG001S5RS59 47,886,360 1,946,600 SH Call SOLE   1,946,600 0 0
HF SINCLAIR CORP COM 403949100 BBG0135B2269 21,272,860 406,436 SH   SOLE   406,436 0 0
HOWMET AEROSPACE INC COM 443201108 BBG00DYNJH69 31,478,432 160,416 SH   SOLE   160,416 0 0
HUDBAY MINERALS INC COM 443628102 BBG001SL27N7 11,982,540 790,405 SH   SOLE   790,405 0 0
IDACORP INC COM 451107106 BBG001S5S4M2 17,691,846 133,877 SH   SOLE   133,877 0 0
INFINITY NAT RES INC COM CL A 456941103 BBG01Q5ST2P1 4,893,386 373,256 SH   SOLE   373,256 0 0
INGERSOLL RAND INC COM 45687V106 BBG002R1CW36 20,655,000 250,000 SH Put SOLE   250,000 0 0
KIMBELL RTY PARTNERS LP UNIT 49435R102 BBG00FQH6N85 6,390,334 473,709 SH   SOLE   473,709 0 0
KODIAK GAS SVCS INC COM 50012A108 BBG01G4G6YQ4 26,803,250 725,000 SH   SOLE   725,000 0 0
LANDBRIDGE COMPANY LLC CL A 514952100 BBG01N59HPY2 2,370,020 44,424 SH   SOLE   44,424 0 0
LEGENCE CORP CL A 52476L109 BBG01WRYRR87 19,256,250 625,000 SH   SOLE   625,000 0 0
LIBERTY ENERGY INC COM CL A 53115L104 BBG00GK831C5 7,534,656 610,588 SH   SOLE   610,588 0 0
MASTEC INC COM 576323109 BBG001S95HF8 8,996,756 42,276 SH   SOLE   42,276 0 0
MATADOR RES CO COM 576485205 BBG001T3L5S4 48,111,269 1,070,805 SH   SOLE   1,070,805 0 0
MIRION TECHNOLOGIES INC COM CL A 60471A101 BBG00VHJ1KB3 12,211,500 525,000 SH   SOLE   525,000 0 0
NATIONAL FUEL GAS CO COM 636180101 BBG001S5TLR8 16,451,651 178,106 SH   SOLE   178,106 0 0
NEXTDECADE CORP COM 65342K105 BBG008GC7WN5 22,789,175 3,356,285 SH   SOLE   3,356,285 0 0
NEXTRACKER INC CLASS A COM 65290E101 BBG00835TQ17 8,791,640 118,822 SH   SOLE   118,822 0 0
NORFOLK SOUTHN CORP COM 655844108 BBG001S5TQJ6 18,037,818 60,044 SH   SOLE   60,044 0 0
NORTHWESTERN ENERGY GROUP IN COM NEW 668074305 BBG001SM2G73 6,780,356 115,686 SH   SOLE   115,686 0 0
NRG ENERGY INC COM NEW 629377508 BBG001SDD8F0 11,217,953 69,268 SH   SOLE   69,268 0 0
OPAL FUELS INC CLASS A COM 68347P103 BBG00Z8LJ952 1,631,905 741,775 SH   SOLE   741,775 0 0
OR ROYALTIES INC. COM SHS 68390D106 BBG006L2SZD6 7,792,406 194,419 SH   SOLE   194,419 0 0
OVINTIV INC COM 69047Q102 BBG00R2NHQ74 49,423,747 1,223,966 SH   SOLE   1,223,966 0 0
PBF ENERGY INC CL A 69318G106 BBG002832HM6 15,085,000 500,000 SH Put SOLE   500,000 0 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105 BBG00D61Y2G3 44,777,549 3,498,246 SH   SOLE   3,498,246 0 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105 BBG00D61Y2G3 13,181,440 1,029,800 SH Call SOLE   1,029,800 0 0
PINNACLE WEST CAP CORP COM 723484101 BBG001S5VB15 43,363,969 483,649 SH   SOLE   483,649 0 0
PYROPHYTE ACQUISITION CORP. *W EXP 07/30/203 G7309T110   3,624 10,354 SH   SOLE   10,354 0 0
PYROPHYTE ACQUISITION CORP. CL A SHS G7309T102 BBG01VVFL4Y3 206,252 20,708 SH   SOLE   20,708 0 0
RIO TINTO PLC SPONSORED ADR 767204100 BBG001SB0LX9 9,556,334 144,771 SH   SOLE   144,771 0 0
SABLE OFFSHORE CORP COM SHS 78574H104 BBG00Z6F4C29 3,492,000 200,000 SH   SOLE   200,000 0 0
SABLE OFFSHORE CORP COM SHS 78574H104 BBG00Z6F4C29 1,807,110 103,500 SH Put SOLE   103,500 0 0
SEADRILL LTD COM G7997W102 BBG015K887C0 15,644,188 517,848 SH   SOLE   517,848 0 0
SHELL PLC SPON ADS 780259305 BBG0147BN6H1 69,576,444 972,689 SH   SOLE   972,689 0 0
SHERWIN WILLIAMS CO COM 824348106 BBG001S5W2F9 23,397,134 67,571 SH   SOLE   67,571 0 0
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 BBG00YQ82328 23,855,873 3,219,416 SH   SOLE   3,219,416 0 0
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 BBG00YQ82328 7,410,000 1,000,000 SH Call SOLE   1,000,000 0 0
SOLARIS ENERGY INFRAS INC COM CL A 83418M103 BBG00G7D6CQ7 1,017,356 25,453 SH   SOLE   25,453 0 0
SOLARIS ENERGY INFRAS INC COM CL A 83418M103 BBG00G7D6CQ7 14,137,389 353,700 SH Put SOLE   353,700 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 166,545,000 250,000 SH Put SOLE   250,000 0 0
SPDR SERIES TRUST S&P OILGAS EXP 78468R556 BBG001SB12P9 25,118,000 190,000 SH Call SOLE   190,000 0 0
SPIRE INC COM 84857L101 BBG001S5SSD9 4,534,468 55,624 SH   SOLE   55,624 0 0
STRATEGY INC CL A NEW 594972408 BBG001SC7PX1 4,897,592 15,200 SH Put SOLE   15,200 0 0
T1 ENERGY INC COM NEW 35834F104 BBG01KR6BS89 6,615,210 3,034,500 SH Put SOLE   3,034,500 0 0
TALON CAP CORP UNIT 08/27/2030 G86652115 BBG01WSV5NK1 10,030,000 1,000,000 SH   SOLE   1,000,000 0 0
TALOS ENERGY INC COM 87484T108 BBG00JPH4JG0 7,775,572 810,800 SH Put SOLE   810,800 0 0
TAMBORAN RES CORP COM 87507T101 BBG01K8HYF98 12,746,595 465,544 SH   SOLE   465,544 0 0
TC ENERGY CORP COM 87807B107 BBG001S5WW27 53,117,056 976,913 SH   SOLE   976,913 0 0
TECHNIPFMC PLC COM G87110105 BBG00DL8NMT5 41,913,653 1,062,450 SH   SOLE   1,062,450 0 0
TERAWULF INC COM 88080T104 BBG0122MC919 8,824,177 772,695 SH   SOLE   772,695 0 0
TESLA INC COM 88160R101 BBG001SQKGD7 27,661,584 62,200 SH Put SOLE   62,200 0 0
TRANSALTA CORP COM 89346D107 BBG001S5WJZ0 19,042,605 1,394,087 SH   SOLE   1,394,087 0 0
TRANSOCEAN LTD REGISTERED SHS H8817H100 BBG001S7B678 25,740,000 8,250,000 SH   SOLE   8,250,000 0 0
TXNM ENERGY INC COM 69349H107 BBG001S5V9J1 13,932,676 246,378 SH   SOLE   246,378 0 0
TXNM ENERGY INC COM 69349H107 BBG001S5V9J1 1,029,210 18,200 SH Put SOLE   18,200 0 0
VALARIS LTD CL A G9460G101 BBG010JW9K58 8,449,451 173,251 SH   SOLE   173,251 0 0
VENTURE GLOBAL INC COM CL A 92333F101 BBG01RGY24F0 71,876,607 5,065,300 SH Put SOLE   5,065,300 0 0
VERALTO CORP COM SHS 92338C103 BBG019Q32XK7 18,262,506 171,302 SH   SOLE   171,302 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 BBG00L2B8LM7 13,171,134 87,307 SH   SOLE   87,307 0 0
VISTRA CORP COM 92840M102 BBG00DXDL6R0 44,082,000 225,000 SH   SOLE   225,000 0 0
WATERBRIDGE INFRASTRUCTURE L CL A SHS REPSTG 940923105 BBG01WX46WQ8 25,220,000 1,000,000 SH   SOLE   1,000,000 0 0
WILLIAMS COS INC COM 969457100 BBG001S5XH10 34,235,100 540,412 SH   SOLE   540,412 0 0
WOODWARD INC COM 980745103 BBG001S6YZC5 8,716,979 34,494 SH   SOLE   34,494 0 0
XPLR INFRASTRUCTURE LP COM UNIT PART IN 65341B106 BBG006JNW312 7,913,369 778,109 SH   SOLE   778,109 0 0