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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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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
AEMETIS INC COM NEW 00770K202   598,492 144,215 SH   SOLE   144,215 0 0
ALGOMA STL GROUP INC COM 015658107   21,664,215 3,185,914 SH   SOLE   3,185,914 0 0
ALTO INGREDIENTS INC COM 021513106   309,276 69,972 SH   SOLE   69,972 0 0
ARCH RESOURCES INC CL A 03940R107   1,108,778 6,497 SH   SOLE   6,497 0 0
ATLAS LITHIUM CORP COM NEW 105861306   1,839,779 60,045 SH   SOLE   60,045 0 0
BAYTEX ENERGY CORP COM 07317Q105   13,613,970 3,087,068 SH   SOLE   3,087,068 0 0
CRESCENT ENERGY COMPANY CL A COM 44952J104   1,324,495 104,786 SH   SOLE   104,786 0 0
FREEPORT-MCMORAN INC CL B 35671D857   1,678,050 45,000 SH   SOLE   45,000 0 0
HUDBAY MINERALS INC COM 443628102   1,158,554 237,896 SH   SOLE   237,896 0 0
KOSMOS ENERGY LTD COM 500688106   2,687,130 328,500 SH   SOLE   328,500 0 0
MARATHON PETE CORP COM 56585A102   14,033,304 92,727 SH   SOLE   92,727 0 0
MURPHY OIL CORP COM 626717102   2,607,035 57,487 SH   SOLE   57,487 0 0
NEXGEN ENERGY LTD COM 65340P106   1,499,225 250,000 SH   SOLE   250,000 0 0
PAR PAC HOLDINGS INC COM NEW 69888T207   2,821,613 78,509 SH   SOLE   78,509 0 0
PEABODY ENERGY CORP COM 704551100   9,484,349 364,923 SH   SOLE   364,923 0 0
RIO TINTO PLC SPONSORED ADR 767204100   14,801,328 232,579 SH   SOLE   232,579 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506   9,942,900 110,000 SH   SOLE   110,000 0 0
SIGMA LITHIUM CORPORATION COM 826599102   28,690,293 884,411 SH   SOLE   884,411 0 0
SIGMA LITHIUM CORPORATION COM 826599102   10,416,484 321,100 SH Call SOLE   321,100 0 0
SILVERBOW RES INC COM 82836G102   9,660,010 270,059 SH   SOLE   270,059 0 0
STEEL DYNAMICS INC COM 858119100   2,015,950 18,802 SH   SOLE   18,802 0 0
SUNNOVA ENERGY INTL INC. COM 86745K104   1,047,000 100,000 SH   SOLE   100,000 0 0
SUNRUN INC COM 86771W105   1,067,600 85,000 SH   SOLE   85,000 0 0
TECK RESOURCES LTD CL B 878742204   6,374,174 147,927 SH   SOLE   147,927 0 0
VERTEX ENERGY INC COM 92534K107   594,520 133,600 SH   SOLE   133,600 0 0