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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ARTIUS ACQUISITION INC-CL A COM CL A 04316G105 1,428 141,425 SH   SOLE   141,425 0 0
BROOKFIELD RENEWABLE COR-A CL A SUB VTG 11284V105 23,249 496,771 SH   SOLE   496,771 0 0
BLUESCAPE OPPORTUNITIES AC-A SHS G1195N105 2,095 210,526 SH   SOLE   210,526 0 0
BLUESCAPE OPPORTUNITIES ACQ UNIT G1195N121 267 25,000 SH   SOLE   25,000 0 0
BREEZE HOLDINGS ACQUISITION COM 106762107 199 20,000 SH   SOLE   20,000 0 0
BETTER WORLD ACQUISITION COR UNIT 08772B203 222 20,500 SH   SOLE   20,500 0 0
CF FINANCE ACQUISITION III CL A 12529D108 2,200 220,044 SH   SOLE   220,044 0 0
CHESAPEAKE ENERGY CORP COM 165167735 4,814 110,958 SH   SOLE   110,958 0 0
CNX RESOURCES CORP COM 12653C108 4,879 331,912 SH   SOLE   331,912 0 0
CONOCOPHILLIPS COM 20825C104 14,353 270,962 SH   SOLE   270,962 0 0
COVANTA HOLDING CORP COM 22282E102 1,247 90,000 SH   SOLE   90,000 0 0
DARLING INGREDIENTS INC COM 237266101 5,960 80,999 SH   SOLE   80,999 0 0
DECARBONIZATION PLUS ACQUISI UNIT 242794204 402 40,000 SH   SOLE   40,000 0 0
DENBURY INC COM 24790A101 12,848 268,276 SH   SOLE   268,276 0 0
EOG RESOURCES INC COM 26875P101 8,674 119,587 SH   SOLE   119,587 0 0
EAST RESOURCES ACQUISITION-A COM CL A 274681105 2,409 246,333 SH   SOLE   246,333 0 0
EQUITRANS MIDSTREAM CORP COM 294600101 857 105,000 SH   SOLE   105,000 0 0
EAGLE MATERIALS INC COM 26969P108 7,769 57,800 SH   SOLE   57,800 0 0
ENCORE WIRE CORP COM 292562105 134 2,000 SH   SOLE   2,000 0 0
FORTISTAR SUSTAINABLE SOLUTI UNIT 34962M205 396 40,000 SH   SOLE   40,000 0 0
GOODRICH PETROLEUM CORP COM PAR 382410843 1,407 148,769 SH   SOLE   148,769 0 0
HENNESSY CAPITAL INVESTMENT UNIT 42589T206 1,518 150,000 SH   SOLE   150,000 0 0
HUMANCO ACQUISITION CORP UNIT 44487N208 18 1,685 SH   SOLE   1,685 0 0
AEA-BRIDGES IMPACT CORP UNIT G01046120 359 35,000 SH   SOLE   35,000 0 0
WORLD FUEL SERVICES CORP COM 981475106 3,520 100,000 SH   SOLE   100,000 0 0
IVANHOE CAPITAL ACQUISITION UNIT G4R87P122 208 20,000 SH   SOLE   20,000 0 0
KINDER MORGAN INC COM 49456B101 6,660 400,000 SH   SOLE   400,000 0 0
LIVE OAK ACQUISITION CORP II UNIT 53804W205 262 25,000 SH   SOLE   25,000 0 0
MDU RESOURCES GROUP INC COM 552690109 12,484 394,928 SH   SOLE   394,928 0 0
MAGNOLIA OIL & GAS CORP - A CL A 559663109 15,822 1,378,258 SH   SOLE   1,378,258 0 0
MACQUARIE INFRASTRUCTURE COR COM 55608B105 16,089 505,778 SH   SOLE   505,778 0 0
MYR GROUP INC/DELAWARE COM 55405W104 72 1,000 SH   SOLE   1,000 0 0
NORTH ATLANTIC ACQUISITION C UNIT G66139117 995 100,000 SH   SOLE   100,000 0 0
NEXTDECADE CORP COM 65342K105 80 30,000 SH   SOLE   30,000 0 0
NORTHERN GENESIS ACQUISITION UNIT 66516U200 512 50,000 SH   SOLE   50,000 0 0
NORTHERN OIL AND GAS INC COM 665531307 6,301 521,598 SH   SOLE   521,598 0 0
NORTHWEST PIPE CO COM 667746101 167 5,000 SH   SOLE   5,000 0 0
OASIS PETROLEUM INC COM 674215207 4,634 78,033 SH   SOLE   78,033 0 0
OTR ACQUISITION CORP-CLASS A COM CL A 67113Q105 1,494 150,000 SH   SOLE   150,000 0 0
RICE ACQUISITION CORP UNIT 762594208 271 25,000 SH   SOLE   25,000 0 0
RMG ACQUISITION CORP III UNIT G76088114 995 100,000 SH   SOLE   100,000 0 0
BROADSCALE ACQUISITION CORP UNIT 11134Y200 842 85,000 SH   SOLE   85,000 0 0
SPARTAN ACQUISITION CORP III UNIT 84677R205 451 45,000 SH   SOLE   45,000 0 0
SOUTHWEST GAS HOLDINGS INC COM 844895102 12,502 181,951 SH   SOLE   181,951 0 0
SWITCHBACK II CORP UNIT G8633T123 102 10,000 SH   SOLE   10,000 0 0
TELLURIAN INC COM 87968A104 23 10,000 SH   SOLE   10,000 0 0
TPG PACE BENEFICIAL FIN-CL A CL A COM G8990D125 12,005 613,133 SH   SOLE   613,133 0 0
TARGA RESOURCES CORP COM 87612G101 10,795 340,000 SH   SOLE   340,000 0 0
VINE ENERGY INC - CLASS A CL A 92735P103 18,279 1,330,348 SH   SOLE   1,330,348 0 0
VISION MARINE TECHNOLOGIES COM C96657116 769 102,576 SH   SOLE   102,576 0 0
SPDR S&P OIL & GAS EXP & PR S&P OILGAS EXP 78468R556 10 120 SH   SOLE   120 0 0
BREEZE HOLDINGS ACQ- RIGHTS RIGHTS 106762123 5 20,000 SH   SOLE   20,000 0 0
BREEZE HOLDINGS ACQUIS -CW27 WARRANTS 106762115 14 20,000 SH   SOLE   20,000 0 0
EAST RESOURCES ACQUIS -CW27 WARRANTS 274681113 101 125,000 SH   SOLE   125,000 0 0
OTR ACQUISITION -CL A -CW25 WARRANTS 67113Q113 46 75,000 SH   SOLE   75,000 0 0