AES CORP COM 00130H105 BBG001S6B1L5 19399241 1323277 SH SOLE 1323277 0 0 AIR PRODUCTS AND CHEMICALS I COM 009158106 BBG001S5NSB6 73295000 250000 SH Put SOLE 250000 0 0 ALUSSA ENERGY ACQUISIT CORP *W EXP 99/99/999 G0233J118 146483 366666 SH SOLE 366666 0 0 ALUSSA ENERGY ACQUISIT CORP ORD SHS CL A G0233J100 BBG01YJGVMK3 11044803 1100080 SH SOLE 1100080 0 0 AMEREN CORP COM 023608102 BBG001S5NF24 32110708 284065 SH SOLE 284065 0 0 AMERICAN ELEC PWR CO INC COM 025537101 BBG001S5NFD2 56424685 412431 SH SOLE 412431 0 0 AMERICAN WTR WKS CO INC NEW COM 030420103 BBG001SPHYW3 43874298 333442 SH SOLE 333442 0 0 ANTERO RESOURCES CORP COM 03674X106 BBG001T61KH8 41620378 1184416 SH SOLE 1184416 0 0 ATI INC COM 01741R102 BBG001S8WY72 35518208 180204 SH SOLE 180204 0 0 AURORA INNOVATION INC CLASS A COM 051774107 BBG00Z92Y6Y0 5115000 750000 SH SOLE 750000 0 0 BARRICK MNG CORP COM SHS 06849F108 BBG001S5N9P3 21789411 593232 SH SOLE 593232 0 0 BITDEER TECHNOLOGIES GROUP CL A ORD SHS G11448100 BBG0142Q8PB4 6378296 401909 SH SOLE 401909 0 0 BKV CORP COM 05603J108 BBG00YNGK494 75752152 2768719 SH SOLE 2768719 0 0 BLACK HILLS CORP COM 092113109 BBG001S5P6X8 34107192 458430 SH SOLE 458430 0 0 BP PLC SPONSORED ADR 055622104 BBG001S5W4F5 34838308 942850 SH SOLE 942850 0 0 CADELER A S SPON ADR 12738K109 BBG01KFX5HW7 2219132 101284 SH SOLE 101284 0 0 CAMECO CORP COM 13321L108 BBG001S5Y5S6 10186000 100000 SH Put SOLE 100000 0 0 CANTOR EQUITY PARTNERS IV IN SHS CL A G1828E100 BBG01W7FHVM6 3245778 312094 SH SOLE 312094 0 0 CANTOR EQUITY PARTNERS V INC SHS CL A S G1828S109 BBG01WSV5YJ9 105713 10251 SH SOLE 10251 0 0 CENOVUS ENERGY INC COM 15135U109 BBG001T2PJV8 71740571 2891599 SH SOLE 2891599 0 0 CENTURY ALUM CO COM 156431108 BBG001S766G4 10299845 223861 SH SOLE 223861 0 0 CHENIERE ENERGY INC COM NEW 16411R208 BBG001S7W158 38270998 160123 SH SOLE 160123 0 0 CIPHER DIGITAL INC COM 17253J106 BBG00XYHY0L1 26740844 1091463 SH SOLE 1091463 0 0 CLEVELAND-CLIFFS INC NEW COM 185899101 BBG001S5PW43 22021343 2345191 SH SOLE 2345191 0 0 CLEVELAND-CLIFFS INC NEW COM 185899101 BBG001S5PW43 6573000 700000 SH Call SOLE 700000 0 0 COHERENT CORP COM 19247G107 BBG001S5S6N6 7155686 18140 SH SOLE 18140 0 0 CONOCOPHILLIPS COM 20825C104 BBG001S5TZM2 22915591 220427 SH SOLE 220427 0 0 CRESCENT ENERGY COMPANY CL A COM 44952J104 BBG013THLJ08 3930072 400211 SH SOLE 400211 0 0 CSX CORP COM 126408103 BBG001S5Q7Q3 43195216 908799 SH SOLE 908799 0 0 CUMMINS INC COM 231021106 BBG001S5Q9M3 34944437 48996 SH SOLE 48996 0 0 DARLING INGREDIENTS INC COM 237266101 BBG001SB7RP8 19663145 359999 SH SOLE 359999 0 0 DEERE & CO COM 244199105 BBG001S5QFF7 28032946 44193 SH SOLE 44193 0 0 DEVON ENERGY CORP NEW COM 25179M103 BBG001S63VG4 86895464 2102988 SH SOLE 2102988 0 0 DPC HOLDINGS PLC ORDINARY SHARES G2R11M108 BBG022LFL208 30019518 619542 SH SOLE 619542 0 0 DT MIDSTREAM INC COMMON STOCK 23345M107 BBG0112Z58K1 37909399 258344 SH SOLE 258344 0 0 DTE ENERGY CO COM 233331107 BBG001S5QN88 45402755 297977 SH SOLE 297977 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 BBG001S5QNR7 56877457 449340 SH SOLE 449340 0 0 EAGLEROCK LD LLC CL A SHS REP LTD 27005A105 BBG021QVJ329 11383965 535716 SH SOLE 535716 0 0 ENTERGY CORP NEW COM 29364G103 BBG001S67KF5 70748706 615956 SH SOLE 615956 0 0 EQT CORP COM 26884L109 BBG001S5QXJ4 37725976 709535 SH SOLE 709535 0 0 EQUINOR ASA SPONSORED ADR 29446M102 BBG001SJ3R93 15700000 500000 SH Put SOLE 500000 0 0 EROCK INC CL A COM 296013105 BBG022FRS4J8 3625000 250000 SH SOLE 250000 0 0 EXCELERATE ENERGY INC CL A COM 30069T101 BBG014GJSS81 14829510 390353 SH SOLE 390353 0 0 FEDEX FGHT HLDG CO INC COMMON STOCK 314352105 BBG01ZPB92B3 41862334 277234 SH SOLE 277234 0 0 FERVO ENERGY CO CL A COM 31556C106 BBG017V3P2R1 14615000 500000 SH SOLE 500000 0 0 FIRST SOLAR INC COM 336433107 BBG001S991Z7 64270549 272379 SH SOLE 272379 0 0 FIRST SOLAR INC COM 336433107 BBG001S991Z7 86125400 365000 SH Call SOLE 365000 0 0 FORGENT POWER SOLUTIONS INC COM SHS CL A 34631F102 BBG01ZJ9DSC2 55860000 1000000 SH SOLE 1000000 0 0 FREEPORT MCMORAN INC CL B 35671D857 BBG001S5R3F3 43491328 691546 SH SOLE 691546 0 0 FTAI AVIATION LTD SHS G3730V105 BBG019M62R54 13053343 48251 SH SOLE 48251 0 0 GOLAR LNG LTD SHS G9456A100 BBG001SHSF05 13085342 262547 SH SOLE 262547 0 0 H2O AMERICA COM 784305104 BBG001S5W3N8 51766681 851846 SH SOLE 851846 0 0 HENNESSY CAP INVTS CORP VIII ORD CL A G44055104 BBG01YX81P03 4965000 500000 SH SOLE 500000 0 0 HENNESSY CAP INVTS CORP VIII RIGHT 02/02/2031 G44055120 BBG021BH2Q05 80500 500000 SH SOLE 500000 0 0 HF SINCLAIR CORP COM 403949100 BBG0135B2269 44555662 639708 SH SOLE 639708 0 0 HUT 8 CORP COM 44812J104 BBG00390LJJ8 37902787 328319 SH SOLE 328319 0 0 INFINITY NAT RES INC COM CL A 456941103 BBG01Q5ST2P1 8309039 654255 SH SOLE 654255 0 0 INNIO NV ORDINARY SHARES N52A8C105 BBG01XNSQ6R8 13842500 350000 SH SOLE 350000 0 0 ISHARES TR 20 YR TR BD ETF 464287432 BBG001S8MLN3 152099200 1760000 SH Call SOLE 1760000 0 0 KARBON CAP PARTNERS CORP *W EXP 12/11/203 G5225W118 198817 367499 SH SOLE 367499 0 0 KARBON CAP PARTNERS CORP ORD SHS CL A G5225W100 BBG01ZBB4QL9 14847000 1470000 SH SOLE 1470000 0 0 KIMBELL RTY PARTNERS LP UNIT 49435R102 BBG00FQH6N85 5301503 364866 SH SOLE 364866 0 0 KINETIK HOLDINGS INC COM NEW CL A 02215L209 BBG00GCLZ7C7 48445575 1002184 SH SOLE 1002184 0 0 KODIAK GAS SVCS INC COM 50012A108 BBG01G4G6YQ4 14274700 190000 SH SOLE 190000 0 0 LEGENCE CORP CL A 52476L109 BBG01WRYRR87 53461029 627256 SH SOLE 627256 0 0 LUMENTUM HLDGS INC COM 55024U109 BBG0073F9RS8 5950646 6935 SH SOLE 6935 0 0 MASTEC INC COM 576323109 BBG001S95HF8 62409000 150000 SH Put SOLE 150000 0 0 MGE ENERGY INC COM 55277P104 BBG001SD2RD2 16308000 200000 SH SOLE 200000 0 0 NATIONAL FUEL GAS CO COM 636180101 BBG001S5TLR8 120418106 1559618 SH SOLE 1559618 0 0 NATIONAL FUEL GAS CO COM 636180101 BBG001S5TLR8 23163000 300000 SH Call SOLE 300000 0 0 NEBIUS GROUP N.V. SHS CLASS A N97284108 BBG001TBY593 40470780 146543 SH SOLE 146543 0 0 NEXTDECADE CORP COM 65342K105 BBG008GC7WN5 7569459 1003907 SH SOLE 1003907 0 0 NEXTERA ENERGY INC COM 65339F101 BBG001S5RB29 43885000 500000 SH Put SOLE 500000 0 0 NISOURCE INC COM 65473P105 BBG001S5TMF9 83204464 1749831 SH SOLE 1749831 0 0 NORFOLK SOUTHN CORP COM 655844108 BBG001S5TQJ6 37586899 119479 SH SOLE 119479 0 0 NORTHWESTERN ENERGY GROUP IN COM NEW 668074305 BBG001SM2G73 7887582 110131 SH SOLE 110131 0 0 ONEOK INC NEW COM 682680103 BBG001S5TWK1 65205000 750000 SH Put SOLE 750000 0 0 OPAL FUELS INC CLASS A COM 68347P103 BBG00Z8LJ952 1782403 810183 SH SOLE 810183 0 0 OVINTIV INC COM 69047Q102 BBG00R2NHQ74 81113011 1540608 SH SOLE 1540608 0 0 PERMIAN RESOURCES CORP CLASS A COM 71424F105 BBG00D61Y2G3 61993116 3367361 SH SOLE 3367361 0 0 PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207 BBG001SZV282 32877841 1354670 SH SOLE 1354670 0 0 PRIMORIS SVCS CORP COM 74164F103 BBG001S64801 36374265 366972 SH SOLE 366972 0 0 PUBLIC SVC ENTERPRISE GROUP COM 744573106 BBG001S5V3C1 57300827 706023 SH SOLE 706023 0 0 PURECYCLE TECHNOLOGIES INC COM 74623V103 BBG00YRJF230 12705807 1566684 SH SOLE 1566684 0 0 PURECYCLE TECHNOLOGIES INC NOTE 4.750% 7/0 74623VAD5 5090852 5000 PRN SOLE 5000 0 0 PYROPHYTE ACQUISITION CORP. *W EXP 07/30/203 G7309T110 5177 10354 SH SOLE 10354 0 0 PYROPHYTE ACQUISITION CORP. CL A SHS G7309T102 BBG01VVFL4Y3 211222 20708 SH SOLE 20708 0 0 QUANTINUUM INC CL A COM 74768A104 BBG0226GKB86 3269600 40000 SH SOLE 40000 0 0 REGAL REXNORD CORPORATION COM 758750103 BBG001S5VL68 38880468 163233 SH SOLE 163233 0 0 RICE ACQUISITION CORP 3 *W EXP 99/99/999 G7553X114 235261 237637 SH SOLE 237637 0 0 RICE ACQUISITION CORP 3 ORD SHS CL A G7553X106 BBG01X0FFN50 14971205 1425829 SH SOLE 1425829 0 0 ROCKWELL AUTOMATION INC COM 773903109 BBG001S5VRF5 14254838 28793 SH SOLE 28793 0 0 SABLE OFFSHORE CORP COM SHS 78574H104 BBG00Z6F4C29 770000 250000 SH SOLE 250000 0 0 SELECT SECTOR SPDR TR ST STR UTIL ETF 81369Y886 BBG001S7TD56 68010000 1500000 SH Put SOLE 1500000 0 0 SELECT WATER SOLUTIONS INC CL A COM 81617J301 BBG00G4Y2F27 6630403 331852 SH SOLE 331852 0 0 SHELL PLC SPON ADS 780259305 BBG0147BN6H1 22502030 290199 SH SOLE 290199 0 0 SOLSTICE ADVANCED MATLS INC COM SHS 83443Q103 BBG01X5744Z4 18560548 209487 SH SOLE 209487 0 0 SOLV ENERGY INC COM SHS CL A 78475V103 BBG01ZPFR7L2 25537500 750000 SH SOLE 750000 0 0 SPARK I ACQUISITION CORP ORD SHS G8316B100 BBG01HCZC8S9 1960938 156250 SH SOLE 156250 0 0 SPIRE INC COM 84857L101 BBG001S5SSD9 20729615 265458 SH SOLE 265458 0 0 STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 BBG001S72SM3 1441266100 1930000 SH Put SOLE 1930000 0 0 STMICROELECTRONICS N V NY REGISTRY 861012102 BBG001S5WDM7 37087250 495223 SH SOLE 495223 0 0 SUNSHINE SILVER MNG & REFNG COMMON STOCK 867866105 BBG002GP3MG3 9915000 750000 SH SOLE 750000 0 0 TALEN ENERGY CORP COM 87422Q109 BBG01GWQVW78 74410796 193647 SH SOLE 193647 0 0 TALON CAP CORP UNIT 08/27/2030 G86652115 BBG01WSV5NK1 10490000 1000000 SH SOLE 1000000 0 0 TAMBORAN RES CORP COM 87507T101 BBG01K8HYF98 20271090 623534 SH SOLE 623534 0 0 TARGA RES CORP COM 87612G101 BBG001TC94B9 36840291 137392 SH SOLE 137392 0 0 TARGET HOSPITALITY CORP COM 87615L107 BBG00K7K34Y4 8858575 435097 SH SOLE 435097 0 0 TECK RESOURCES LTD CL B 878742204 BBG001S60LH8 7636567 128432 SH SOLE 128432 0 0 TERAWULF INC COM 88080T104 BBG0122MC919 3087500 125000 SH SOLE 125000 0 0 TRANSALTA CORP COM 89346D107 BBG001S5WJZ0 28567993 2065064 SH SOLE 2065064 0 0 TXNM ENERGY INC COM 69349H107 BBG001S5V9J1 4758618 83808 SH SOLE 83808 0 0 UNION PAC CORP COM 907818108 BBG001S5X2M0 29435568 108219 SH SOLE 108219 0 0 USA RARE EARTH INC COM 91733P107 BBG01HFW5YQ6 15106000 700000 SH SOLE 700000 0 0 VALERO ENERGY CORP COM 91913Y100 BBG001S5X8K9 26345069 101156 SH SOLE 101156 0 0 VENTURE GLOBAL INC COM CL A 92333F101 BBG01RGY24F0 11475030 1031000 SH Put SOLE 1031000 0 0 VIPER ENERGY INC CL A 64361Q101 BBG01VXTFCQ9 23545526 555319 SH SOLE 555319 0 0 VISTRA CORP COM 92840M102 BBG00DXDL6R0 74632718 470483 SH SOLE 470483 0 0 VISTRA CORP COM 92840M102 BBG00DXDL6R0 15863000 100000 SH Put SOLE 100000 0 0 WILLIAMS COS INC COM 969457100 BBG001S5XH10 80922733 1088549 SH SOLE 1088549 0 0 WOLFSPEED INC COMMON STOCK 97785W106 BBG01XLDHDR8 2963853 61427 SH SOLE 61427 0 0 X-ENERGY INC COM CL A 98386P102 BBG005DX1RD6 7344000 400000 SH SOLE 400000 0 0 XPLR INFRASTRUCTURE LP COM UNIT PART IN 65341B106 BBG006JNW312 22967509 1944751 SH SOLE 1944751 0 0 YESWAY INC COM CL A 98585C100 BBG012NM6JR3 8878713 437375 SH SOLE 437375 0 0