ALCOA CORP COM 013872106 11500 50000 SH Call SOLE 50000 0 0 ALGOMA STL GROUP INC COM 015658107 18973337 2672301 SH SOLE 2672301 0 0 ALPHA METALLURGICAL RESOUR I COM 020764106 4952700 30000 SH SOLE 30000 0 0 ATLAS LITHIUM CORP COM NEW 105861306 710436 32161 SH SOLE 32161 0 0 BAYTEX ENERGY CORP COM 07317Q105 15855921 4903180 SH SOLE 4903180 0 0 BUNGE LIMITED COM G16962105 4662050 50000 SH SOLE 50000 0 0 CLEAN ENERGY FUELS CORP COM 184499101 4632913 923664 SH SOLE 923664 0 0 CVR ENERGY INC COM 12662P108 1730036 57400 SH SOLE 57400 0 0 GEVO INC COM PAR 374396406 471038 305869 SH SOLE 305869 0 0 KOSMOS ENERGY LTD COM 500688106 577000 100000 SH SOLE 100000 0 0 MARATHON PETE CORP COM 56585A102 13494044 115988 SH SOLE 115988 0 0 MURPHY OIL CORP COM 626717102 3598028 93431 SH SOLE 93431 0 0 PAR PAC HOLDINGS INC COM NEW 69888T207 2573298 98255 SH SOLE 98255 0 0 PBF ENERGY INC CL A 69318G106 9866491 238091 SH SOLE 238091 0 0 PEABODY ENERGY CORP COM 704551100 998022 46098 SH SOLE 46098 0 0 RIO TINTO PLC SPONSORED ADR 767204100 2321937 36394 SH SOLE 36394 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 6477800 80000 SH SOLE 80000 0 0 SIGMA LITHIUM CORPORATION COM 826599102 35833389 926009 SH SOLE 926009 0 0 SIGMA LITHIUM CORPORATION COM 826599102 1453650 352400 SH Call SOLE 352400 0 0 SM ENERGY CO COM 78454L100 3743173 119552 SH SOLE 119552 0 0 UNITED STATES STL CORP NEW COM 912909108 3748500 150000 SH SOLE 150000 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 22789311 56618 SH SOLE 56618 0 0