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
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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
AES CORP COM 00130H105   4,372,055 339,709 SH   SOLE   339,709 0 0
ALLIANT ENERGY CORP COM 018802108   5,110,169 86,408 SH   SOLE   86,408 0 0
ANTERO RESOURCES CORP COM 03674X106   49,713,132 1,418,349 SH   SOLE   1,418,349 0 0
ARCHROCK INC COM 03957W106   12,445,000 500,000 SH   SOLE   500,000 0 0
ARGAN INC COM 04010E109   12,961,243 94,580 SH   SOLE   94,580 0 0
ATKORE INC COM 047649108   882,818 10,579 SH   SOLE   10,579 0 0
BAKER HUGHES COMPANY CL A 05722G100   20,510,000 500,000 SH   SOLE   500,000 0 0
BKV CORP COM 05603J108   59,255,028 2,491,801 SH   SOLE   2,491,801 0 0
BLACK HILLS CORP COM 092113109   1,922,967 32,860 SH   SOLE   32,860 0 0
BROOKFIELD RENEWABLE CORP CL A EX SUB VTG 11285B108   3,497,994 126,464 SH   SOLE   126,464 0 0
CALIFORNIA RES CORP COM STOCK 13057Q305   5,493,750 105,873 SH   SOLE   105,873 0 0
CALUMET INC COM 131428104   990,900 45,000 SH Put SOLE   45,000 0 0
CAMECO CORP COM 13321L108   3,001,433 58,405 SH   SOLE   58,405 0 0
CANADIAN NAT RES LTD COM 136385101   3,087,000 100,000 SH   SOLE   100,000 0 0
CENOVUS ENERGY INC COM 15135U109   4,545,000 300,000 SH   SOLE   300,000 0 0
CHENIERE ENERGY INC COM NEW 16411R208   40,351,297 187,794 SH   SOLE   187,794 0 0
CHEVRON CORP NEW COM 166764100   17,616,455 121,627 SH   SOLE   121,627 0 0
CHORD ENERGY CORPORATION COM NEW 674215207   23,384,000 200,000 SH   SOLE   200,000 0 0
CIVITAS RESOURCES INC COM NEW 17888H103   4,587,000 100,000 SH   SOLE   100,000 0 0
CNX RES CORP COM 12653C108   11,001,000 300,000 SH   SOLE   300,000 0 0
COMSTOCK RES INC COM 205768302   8,339,640 457,719 SH   SOLE   457,719 0 0
CONOCOPHILLIPS COM 20825C104   14,625,492 147,479 SH   SOLE   147,479 0 0
CONSOLIDATED EDISON INC COM 209115104   4,461,500 50,000 SH   SOLE   50,000 0 0
CONSTELLATION ENERGY CORP COM 21037T109   12,670,263 56,637 SH   SOLE   56,637 0 0
CORE SCIENTIFIC INC NEW COM 21874A106   3,262,312 232,193 SH   SOLE   232,193 0 0
COTERRA ENERGY INC COM 127097103   7,916,046 309,947 SH   SOLE   309,947 0 0
CRESCENT ENERGY COMPANY CL A COM 44952J104   54,114,768 3,703,954 SH   SOLE   3,703,954 0 0
DIAMONDBACK ENERGY INC COM 25278X109   49,149,000 300,000 SH   SOLE   300,000 0 0
DT MIDSTREAM INC COMMON STOCK 23345M107   67,216,370 676,017 SH   SOLE   676,017 0 0
DTE ENERGY CO COM 233331107   49,378,177 408,929 SH   SOLE   408,929 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204   5,387,000 50,000 SH   SOLE   50,000 0 0
ELEMENT SOLUTIONS INC COM 28618M106   786,779 30,939 SH   SOLE   30,939 0 0
ENTERGY CORP NEW COM 29364G103   96,664,510 1,274,921 SH   SOLE   1,274,921 0 0
EVERGY INC COM 30034W106   40,082,529 651,219 SH   SOLE   651,219 0 0
EVERSOURCE ENERGY COM 30040W108   3,702,340 64,467 SH   SOLE   64,467 0 0
EXCELERATE ENERGY INC CL A COM 30069T101   3,025,000 100,000 SH   SOLE   100,000 0 0
EXPRO GROUP HOLDINGS NV COM N3144W105   1,247,000 100,000 SH   SOLE   100,000 0 0
FIRSTENERGY CORP COM 337932107   11,934,000 300,000 SH   SOLE   300,000 0 0
FLUENCE ENERGY INC COM CL A 34379V103   2,886,158 181,748 SH   SOLE   181,748 0 0
FRONTLINE PLC COM M46528101   11,698,832 824,442 SH   SOLE   824,442 0 0
GE VERNOVA INC COM 36828A101   32,893,000 100,000 SH   SOLE   100,000 0 0
GFL ENVIRONMENTAL INC SUB VTG SHS 36168Q104   3,938,093 88,417 SH   SOLE   88,417 0 0
GOLAR LNG LTD SHS G9456A100   72,634,705 1,716,321 SH   SOLE   1,716,321 0 0
GRANITE RIDGE RESOURCES INC COM 387432107   11,619,925 1,798,750 SH   SOLE   1,798,750 0 0
GULFPORT ENERGY CORP COMMON SHARES 402635502   69,075,000 375,000 SH   SOLE   375,000 0 0
HAFNIA LTD SHS Y2990R101   1,586,893 284,900 SH   SOLE   284,900 0 0
HALLADOR ENERGY COMPANY COM 40609P105   466,210 40,717 SH   SOLE   40,717 0 0
HELIX ENERGY SOLUTIONS GRP I COM 42330P107   991,490 106,383 SH   SOLE   106,383 0 0
HESS MIDSTREAM LP CL A SHS 428103105   11,109,000 300,000 SH   SOLE   300,000 0 0
HF SINCLAIR CORP COM 403949100   7,042,807 200,936 SH   SOLE   200,936 0 0
HUT 8 CORP COM 44812J104   4,098,000 200,000 SH   SOLE   200,000 0 0
ITRON INC COM 465741106   3,201,047 29,481 SH   SOLE   29,481 0 0
KINDER MORGAN INC DEL COM 49456B101   25,690,624 937,614 SH   SOLE   937,614 0 0
KINETIK HOLDINGS INC COM NEW CL A 02215L209   8,994,830 158,611 SH   SOLE   158,611 0 0
KIRBY CORP COM 497266106   26,450,000 250,000 SH   SOLE   250,000 0 0
KODIAK GAS SVCS INC COM 50012A108   4,083,000 100,000 SH   SOLE   100,000 0 0
MAGNOLIA OIL & GAS CORP CL A 559663109   9,352,000 400,000 SH   SOLE   400,000 0 0
MARATHON PETE CORP COM 56585A102   12,867,340 92,239 SH   SOLE   92,239 0 0
MASTEC INC COM 576323109   2,042,100 15,000 SH   SOLE   15,000 0 0
MATADOR RES CO COM 576485205   28,234,362 501,855 SH   SOLE   501,855 0 0
MURPHY USA INC COM 626755102   7,526,250 15,000 SH   SOLE   15,000 0 0
NEW FORTRESS ENERGY INC COM CL A 644393100   34,700,400 2,295,000 SH Put SOLE   2,295,000 0 0
NEW JERSEY RES CORP COM 646025106   9,330,000 200,000 SH   SOLE   200,000 0 0
NEXTDECADE CORP COM 65342K105   1,430,490 185,537 SH   SOLE   185,537 0 0
NEXTERA ENERGY INC COM 65339F101   35,845,000 500,000 SH   SOLE   500,000 0 0
NEXTRACKER INC CLASS A COM 65290E101   242,413 6,636 SH   SOLE   6,636 0 0
NOBLE CORP PLC ORD SHS A G65431127   205,199 6,535 SH   SOLE   6,535 0 0
NORFOLK SOUTHN CORP COM 655844108   4,278,346 18,229 SH   SOLE   18,229 0 0
NORTHERN OIL & GAS INC COM 665531307   10,606,950 285,440 SH   SOLE   285,440 0 0
NORTHWEST PIPE CO COM 667746101   923,214 19,130 SH   SOLE   19,130 0 0
NORTHWESTERN ENERGY GROUP IN COM NEW 668074305   7,478,787 139,895 SH   SOLE   139,895 0 0
OGE ENERGY CORP COM 670837103   43,555,421 1,055,889 SH   SOLE   1,055,889 0 0
ONEOK INC NEW COM 682680103   45,180,000 450,000 SH   SOLE   450,000 0 0
OVINTIV INC COM 69047Q102   8,100,000 200,000 SH   SOLE   200,000 0 0
PAR PAC HOLDINGS INC COM NEW 69888T207   7,064,516 431,026 SH   SOLE   431,026 0 0
PBF ENERGY INC CL A 69318G106   5,310,000 200,000 SH   SOLE   200,000 0 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105   43,140,000 3,000,000 SH   SOLE   3,000,000 0 0
PG&E CORP COM 69331C108   15,453,501 765,783 SH   SOLE   765,783 0 0
PHILLIPS 66 COM 718546104   22,786,000 200,000 SH   SOLE   200,000 0 0
PINNACLE WEST CAP CORP COM 723484101   18,068,980 213,153 SH   SOLE   213,153 0 0
PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207   12,511,689 680,723 SH   SOLE   680,723 0 0
PPL CORP COM 69351T106   99,326,951 3,059,980 SH   SOLE   3,059,980 0 0
PPL CORP COM 69351T106   2,499,420 77,000 SH Call SOLE   77,000 0 0
PRIMORIS SVCS CORP COM 74164F103   1,829,245 23,943 SH   SOLE   23,943 0 0
PROPETRO HLDG CORP COM 74347M108   1,991,461 213,447 SH   SOLE   213,447 0 0
PUBLIC SVC ENTERPRISE GRP IN COM 744573106   38,020,500 450,000 SH   SOLE   450,000 0 0
RAMACO RES INC COM CL A 75134P600   801,881 78,156 SH   SOLE   78,156 0 0
RANGE RES CORP COM 75281A109   7,196,000 200,000 SH   SOLE   200,000 0 0
SABLE OFFSHORE CORP COM SHS 78574H104   7,420,012 324,018 SH   SOLE   324,018 0 0
SEADRILL 2021 LTD COM G7997W102   38,930,000 1,000,000 SH   SOLE   1,000,000 0 0
SEMPRA COM 816851109   10,965,000 125,000 SH   SOLE   125,000 0 0
SHELL PLC SPON ADS 780259305   31,325,000 500,000 SH   SOLE   500,000 0 0
SITIO ROYALTIES CORP CLASS A COM 82983N108   3,599,990 187,695 SH   SOLE   187,695 0 0
SM ENERGY CO COM 78454L100   9,690,000 250,000 SH   SOLE   250,000 0 0
SOLARIS ENERGY INFRAS INC COM CL A 83418M103   14,390,000 500,000 SH   SOLE   500,000 0 0
SOUTHERN CO COM 842587107   9,688,405 117,692 SH   SOLE   117,692 0 0
SUMMIT MIDSTREAM CORPORATION COM 86614G101   1,551,020 41,054 SH   SOLE   41,054 0 0
TALOS ENERGY INC COM 87484T108   971,000 100,000 SH   SOLE   100,000 0 0
TARGA RES CORP COM 87612G101   71,400,000 400,000 SH   SOLE   400,000 0 0
TC ENERGY CORP COM 87807B107   48,769,117 1,048,122 SH   SOLE   1,048,122 0 0
TECHNIPFMC PLC COM G87110105   5,788,000 200,000 SH   SOLE   200,000 0 0
TEEKAY TANKERS LTD CL A G8726X106   787,484 19,791 SH   SOLE   19,791 0 0
TENARIS S A SPONSORED ADS 88031M109   7,010,952 185,524 SH   SOLE   185,524 0 0
TOTALENERGIES SE SPONSORED ADS 89151E109   14,258,454 261,623 SH   SOLE   261,623 0 0
TRANSOCEAN LTD REGISTERED SHS H8817H100   5,625,000 1,500,000 SH   SOLE   1,500,000 0 0
TXNM ENERGY INC COM 69349H107   6,173,785 125,560 SH   SOLE   125,560 0 0
VALARIS LTD CL A G9460G101   3,318,000 75,000 SH   SOLE   75,000 0 0
VALERO ENERGY CORP COM 91913Y100   16,685,970 136,112 SH   SOLE   136,112 0 0
VIPER ENERGY INC CL A 927959106   12,267,500 250,000 SH   SOLE   250,000 0 0
VISTRA CORP COM 92840M102   20,680,500 150,000 SH   SOLE   150,000 0 0
VITAL ENERGY INC COM 516806205   9,276,000 300,000 SH   SOLE   300,000 0 0
WILLIAMS COS INC COM 969457100   5,412,000 100,000 SH   SOLE   100,000 0 0
XCEL ENERGY INC COM 98389B100   38,453,653 569,515 SH   SOLE   569,515 0 0