AEMETIS INC COM NEW 00770K202 869554 426252 SH SOLE 426252 0 0 ALGOMA STL GROUP INC COM 015658107 9333954 1223323 SH SOLE 1223323 0 0 ALPHA METALLURGICAL RESOUR I COM 020764106 8932655 58391 SH SOLE 58391 0 0 ARCH RESOURCES INC CL A 03940R107 2373781 18440 SH SOLE 18440 0 0 CALIFORNIA RES CORP COM STOCK 13057Q305 6595694 166600 SH SOLE 166600 0 0 CF INDS HLDGS INC COM 125269100 2757491 37410 SH SOLE 37410 0 0 CHORD ENERGY CORPORATION COM NEW 674215207 22891105 161889 SH SOLE 161889 0 0 CIVITAS RESOURCES INC COM NEW 17888H103 1263107 17570 SH SOLE 17570 0 0 CLEVELAND-CLIFFS INC NEW COM 185899101 4645394 259085 SH SOLE 259085 0 0 DENBURY INC COM 24790A101 3761783 40036 SH SOLE 40036 0 0 FREEPORT-MCMORAN INC CL B 35671D857 1404550 35000 SH SOLE 35000 0 0 PAR PAC HOLDINGS INC COM NEW 69888T207 2032455 71641 SH SOLE 71641 0 0 PDC ENERGY INC COM 69327R101 31529237 465033 SH SOLE 465033 0 0 PEABODY ENERGY CORP COM 704551100 13848974 548909 SH SOLE 548909 0 0 PIEDMONT LITHIUM INC COM 72016P105 538045 10351 SH SOLE 10351 0 0 RANGER OIL CORPORATION CLASS A COM 70788V102 13050189 310497 SH SOLE 310497 0 0 RICE ACQUISITION CORP II SHS CL A G75529100 1111472 105253 SH SOLE 105253 0 0 SIGMA LITHIUM CORPORATION COM 826599102 33400957 924466 SH SOLE 924466 0 0 TALOS ENERGY INC COM 87484T108 735466 49228 SH SOLE 49228 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 8279920 22000 SH SOLE 22000 0 0