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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADVANCED DRAIN SYS INC DEL COM 00790R104 BBG001SH4LQ0 5,810,580 40,120 SH   SOLE   40,120 0 0
AES CORP COM 00130H105 BBG001S6B1L5 62,485,919 4,357,456 SH   SOLE   4,357,456 0 0
AEVA TECHNOLOGIES INC COM NEW 00835Q202 BBG00RK5L2P1 2,268,649 170,832 SH   SOLE   170,832 0 0
ALGONQUIN PWR UTILS CORP COM 015857105 BBG001S8LHC5 5,330,426 866,736 SH   SOLE   866,736 0 0
ALUSSA ENERGY ACQUISITION CO UNIT 99/99/9999 G0233J126 BBG01XW1G6X1 11,110,000 1,100,000 SH   SOLE   1,100,000 0 0
AMEREN CORP COM 023608102 BBG001S5NF24 43,388,870 434,497 SH   SOLE   434,497 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 BBG001SPHYW3 45,574,907 349,233 SH   SOLE   349,233 0 0
AURORA INNOVATION INC CLASS A COM 051774107 BBG00Z92Y6Y0 1,881,043 489,855 SH   SOLE   489,855 0 0
BARRICK MNG CORP COM SHS 06849F108 BBG001S5N9P3 21,646,223 497,043 SH   SOLE   497,043 0 0
BKV CORP COM 05603J108 BBG00YNGK494 20,362,500 750,000 SH   SOLE   750,000 0 0
BLACK HILLS CORP COM 092113109 BBG001S5P6X8 9,646,464 138,958 SH   SOLE   138,958 0 0
BP PLC SPONSORED ADR 055622104 BBG001S5W4F5 77,492,875 2,231,295 SH   SOLE   2,231,295 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 BBG001SB6KF5 23,689,594 147,360 SH   SOLE   147,360 0 0
CADELER A S SPON ADR 12738K109 BBG01KFX5HW7 1,737,254 93,451 SH   SOLE   93,451 0 0
CAMECO CORP COM 13321L108 BBG001S5Y5S6 18,755,450 205,000 SH Put SOLE   205,000 0 0
CANTOR EQUITY PARTNERS IV IN SHS CL A G1828E100 BBG01W7FHVM6 3,183,654 309,694 SH   SOLE   309,694 0 0
CANTOR EQUITY PARTNERS V INC SHS CL A S G1828S109 BBG01WSV5YJ9 105,073 10,251 SH   SOLE   10,251 0 0
CASELLA WASTE SYS INC CL A 147448104 BBG001SB5S05 18,888,219 192,855 SH   SOLE   192,855 0 0
CATERPILLAR INC COM 149123101 BBG001S5PJ06 14,688,960 25,641 SH   SOLE   25,641 0 0
CENOVUS ENERGY INC COM 15135U109 BBG001T2PJV8 73,548,194 4,346,820 SH   SOLE   4,346,820 0 0
CENTERPOINT ENERGY INC COM 15189T107 BBG001SB10S0 31,131,390 811,982 SH   SOLE   811,982 0 0
CF INDS HLDGS INC COM 125269100 BBG001SJ8KV8 22,699,290 293,500 SH Put SOLE   293,500 0 0
CLEARWAY ENERGY INC CL A 18539C105 BBG004P33PP1 7,207,685 229,398 SH   SOLE   229,398 0 0
COHERENT CORP COM 19247G107 BBG001S5S6N6 16,461,245 89,187 SH   SOLE   89,187 0 0
COTERRA ENERGY INC COM 127097103 BBG001S6H6Y4 62,360,371 2,369,315 SH   SOLE   2,369,315 0 0
CRH PLC ORD G25508105 BBG001S61NK9 63,112,982 505,713 SH   SOLE   505,713 0 0
CSX CORP COM 126408103 BBG001S5Q7Q3 56,537,820 1,559,664 SH   SOLE   1,559,664 0 0
DOW INC COM 260557103 BBG00BN96931 16,366,000 700,000 SH Put SOLE   700,000 0 0
DTE ENERGY CO COM 233331107 BBG001S5QN88 37,491,777 290,679 SH   SOLE   290,679 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 BBG001S5QNR7 52,036,903 443,963 SH   SOLE   443,963 0 0
EATON CORP PLC SHS G29183103 BBG001S5QZ45 48,572,775 152,500 SH Put SOLE   152,500 0 0
ENTERGY CORP NEW COM 29364G103 BBG001S67KF5 24,950,092 269,935 SH   SOLE   269,935 0 0
EQT CORP COM 26884L109 BBG001S5QXJ4 31,931,557 595,738 SH   SOLE   595,738 0 0
EQT CORP COM 26884L109 BBG001S5QXJ4 78,609,760 1,466,600 SH Call SOLE   1,466,600 0 0
EVERGY INC COM 30034W106 BBG00H433CS1 15,226,525 210,050 SH   SOLE   210,050 0 0
FIRST SOLAR INC COM 336433107 BBG001S991Z7 36,572,200 140,000 SH Put SOLE   140,000 0 0
FTAI AVIATION LTD SHS G3730V105 BBG019M62R54 2,824,404 14,348 SH   SOLE   14,348 0 0
H2O AMERICA COM 784305104 BBG001S5W3N8 4,893,317 99,884 SH   SOLE   99,884 0 0
HALLIBURTON CO COM 406216101 BBG001S5RS59 18,891,980 668,506 SH   SOLE   668,506 0 0
HAWAIIAN ELEC INDUSTRIES COM 419870100 BBG001S5RV43 5,086,013 413,497 SH   SOLE   413,497 0 0
HF SINCLAIR CORP COM 403949100 BBG0135B2269 10,951,880 237,671 SH   SOLE   237,671 0 0
HUDBAY MINERALS INC COM 443628102 BBG001SL27N7 20,873,327 1,051,553 SH   SOLE   1,051,553 0 0
HUT 8 CORP COM 44812J104 BBG00390LJJ8 24,647,821 536,522 SH   SOLE   536,522 0 0
IDACORP INC COM 451107106 BBG001S5S4M2 8,924,125 70,513 SH   SOLE   70,513 0 0
INFINITY NAT RES INC COM CL A 456941103 BBG01Q5ST2P1 6,884,213 467,360 SH   SOLE   467,360 0 0
ISHARES TR IBOXX HI YD ETF 464288513 BBG001ST0ZQ7 165,315,689 2,050,300 SH Put SOLE   2,050,300 0 0
KARBON CAP PARTNERS CORP UNIT 12/11/2030 G5225W126 BBG01XQCY9L1 14,802,900 1,470,000 SH   SOLE   1,470,000 0 0
KIMBELL RTY PARTNERS LP UNIT 49435R102 BBG00FQH6N85 5,840,463 496,638 SH   SOLE   496,638 0 0
KINETIK HOLDINGS INC COM NEW CL A 02215L209 BBG00GCLZ7C7 5,698,387 158,069 SH   SOLE   158,069 0 0
KODIAK GAS SVCS INC COM 50012A108 BBG01G4G6YQ4 24,165,299 646,131 SH   SOLE   646,131 0 0
LANDBRIDGE COMPANY LLC CL A 514952100 BBG01N59HPY2 2,511,129 51,258 SH   SOLE   51,258 0 0
LEGENCE CORP CL A 52476L109 BBG01WRYRR87 17,208,124 399,817 SH   SOLE   399,817 0 0
LOEWS CORP COM 540424108 BBG001S6KQC0 18,622,178 176,832 SH   SOLE   176,832 0 0
MASTEC INC COM 576323109 BBG001S95HF8 25,430,768 116,993 SH   SOLE   116,993 0 0
MATADOR RES CO COM 576485205 BBG001T3L5S4 30,832,830 726,504 SH   SOLE   726,504 0 0
MDU RES GROUP INC COM 552690109 BBG001S5T2W4 23,424,000 1,200,000 SH   SOLE   1,200,000 0 0
NATIONAL FUEL GAS CO COM 636180101 BBG001S5TLR8 88,544,679 1,105,979 SH   SOLE   1,105,979 0 0
NEXTDECADE CORP COM 65342K105 BBG008GC7WN5 6,503,054 1,233,976 SH   SOLE   1,233,976 0 0
NEXTDECADE CORP COM 65342K105 BBG008GC7WN5 21,080,000 4,000,000 SH Call SOLE   4,000,000 0 0
NISOURCE INC COM 65473P105 BBG001S5TMF9 49,803,352 1,192,609 SH   SOLE   1,192,609 0 0
NORFOLK SOUTHN CORP COM 655844108 BBG001S5TQJ6 8,779,109 30,407 SH   SOLE   30,407 0 0
NORTHWESTERN ENERGY GROUP IN COM NEW 668074305 BBG001SM2G73 6,494,273 100,624 SH   SOLE   100,624 0 0
NUCOR CORP COM 670346105 BBG001S5TRV0 35,356,376 216,764 SH   SOLE   216,764 0 0
OGE ENERGY CORP COM 670837103 BBG001S5TVY8 12,810,000 300,000 SH   SOLE   300,000 0 0
ON SEMICONDUCTOR CORP COM 682189105 BBG001SF7RS6 19,146,357 353,580 SH   SOLE   353,580 0 0
OPAL FUELS INC CLASS A COM 68347P103 BBG00Z8LJ952 1,806,836 767,234 SH   SOLE   767,234 0 0
OR ROYALTIES INC. COM SHS 68390D106 BBG006L2SZD6 7,269,816 205,228 SH   SOLE   205,228 0 0
OVINTIV INC COM 69047Q102 BBG00R2NHQ74 65,885,758 1,681,188 SH   SOLE   1,681,188 0 0
PATTERSON-UTI ENERGY INC COM 703481101 BBG001S7GWF7 9,884,752 1,617,799 SH   SOLE   1,617,799 0 0
PBF ENERGY INC CL A 69318G106 BBG002832HM6 19,870,824 732,700 SH Put SOLE   732,700 0 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105 BBG00D61Y2G3 57,284,013 4,082,966 SH   SOLE   4,082,966 0 0
PERPETUA RESOURCES CORP COM 714266103 BBG001V1HWW6 4,611,545 190,481 SH   SOLE   190,481 0 0
PHILLIPS 66 COM 718546104 BBG00286S4P7 66,133,000 512,500 SH Put SOLE   512,500 0 0
PINNACLE WEST CAP CORP COM 723484101 BBG001S5VB15 45,374,751 511,553 SH   SOLE   511,553 0 0
PUBLIC SVC ENTERPRISE GRP IN COM 744573106 BBG001S5V3C1 18,893,145 235,282 SH   SOLE   235,282 0 0
PYROPHYTE ACQUISITION CORP. *W EXP 07/30/203 G7309T110   4,142 10,354 SH   SOLE   10,354 0 0
PYROPHYTE ACQUISITION CORP. CL A SHS G7309T102 BBG01VVFL4Y3 208,322 20,708 SH   SOLE   20,708 0 0
QUANTA SVCS INC COM 74762E102 BBG001S5VH85 42,206,000 100,000 SH Put SOLE   100,000 0 0
RAMACO RES INC COM CL A 75134P600 BBG00BCQJ2W4 201,114 11,173 SH   SOLE   11,173 0 0
RAMACO RES INC NOTE 11/0 75134PAB1   5,098,800 6,000 PRN   SOLE   6,000 0 0
RICE ACQUISITION CORP 3 *W EXP 99/99/999 G7553X114   190,110 237,637 SH   SOLE   237,637 0 0
RICE ACQUISITION CORP 3 ORD SHS CL A G7553X106 BBG01X0FFN50 14,614,747 1,425,829 SH   SOLE   1,425,829 0 0
RIO TINTO PLC SPONSORED ADR 767204100 BBG001SB0LX9 12,240,989 152,955 SH   SOLE   152,955 0 0
ROCKWELL AUTOMATION INC COM 773903109 BBG001S5VRF5 36,492,043 93,793 SH   SOLE   93,793 0 0
SABLE OFFSHORE CORP COM SHS 78574H104 BBG00Z6F4C29 4,051,919 449,215 SH   SOLE   449,215 0 0
SHELL PLC SPON ADS 780259305 BBG0147BN6H1 49,138,721 668,736 SH   SOLE   668,736 0 0
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 BBG00YQ82328 13,250,548 1,558,888 SH   SOLE   1,558,888 0 0
SOLSTICE ADVANCED MATLS INC COM SHS 83443Q103 BBG01X5744Z4 14,149,459 291,261 SH   SOLE   291,261 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 129,564,800 190,000 SH Put SOLE   190,000 0 0
SPDR SERIES TRUST STATE STREET SPD 78464A755 BBG001SMH2W0 20,722,000 200,000 SH Put SOLE   200,000 0 0
TALON CAP CORP UNIT 08/27/2030 G86652115 BBG01WSV5NK1 10,260,000 1,000,000 SH   SOLE   1,000,000 0 0
TALOS ENERGY INC COM 87484T108 BBG00JPH4JG0 2,204,000 200,000 SH Put SOLE   200,000 0 0
TAMBORAN RES CORP COM 87507T101 BBG01K8HYF98 14,038,263 515,544 SH   SOLE   515,544 0 0
TARGA RES CORP COM 87612G101 BBG001TC94B9 29,916,122 162,147 SH   SOLE   162,147 0 0
TC ENERGY CORP COM 87807B107 BBG001S5WW27 62,931,645 1,143,027 SH   SOLE   1,143,027 0 0
TECHNIPFMC PLC COM G87110105 BBG00DL8NMT5 42,030,329 943,230 SH   SOLE   943,230 0 0
TECK RESOURCES LTD CL B 878742204 BBG001S60LH8 17,283,740 360,905 SH   SOLE   360,905 0 0
TESLA INC COM 88160R101 BBG001SQKGD7 8,811,364 19,593 SH   SOLE   19,593 0 0
TRANSALTA CORP COM 89346D107 BBG001S5WJZ0 16,327,367 1,290,906 SH   SOLE   1,290,906 0 0
TXNM ENERGY INC COM 69349H107 BBG001S5V9J1 15,318,515 260,165 SH   SOLE   260,165 0 0
VENTURE GLOBAL INC COM CL A 92333F101 BBG01RGY24F0 13,835,734 2,028,700 SH Put SOLE   2,028,700 0 0
WATERBRIDGE INFRASTRUCTURE L CL A SHS REPSTG 940923105 BBG01WX46WQ8 9,945,890 497,046 SH   SOLE   497,046 0 0
WEATHERFORD INTL PLC ORD SHS G48833118 BBG00R4SQJS4 20,853,394 266,463 SH   SOLE   266,463 0 0
WILLIAMS COS INC COM 969457100 BBG001S5XH10 44,538,264 740,946 SH   SOLE   740,946 0 0
WOLFSPEED INC COMMON STOCK 97785W106 BBG01XLDHDR8 7,834,030 449,973 SH   SOLE   449,973 0 0
WOODWARD INC COM 980745103 BBG001S6YZC5 22,981,459 76,017 SH   SOLE   76,017 0 0
XCEL ENERGY INC COM 98389B100 BBG001S7F0X8 27,342,972 370,200 SH Put SOLE   370,200 0 0
XPLR INFRASTRUCTURE LP COM UNIT PART IN 65341B106 BBG006JNW312 11,155,400 1,115,540 SH   SOLE   1,115,540 0 0