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SH SOLE 86503 0 0 CHENIERE ENERGY INC COM NEW 16411R208 43971785 190025 SH SOLE 190025 0 0 CHESAPEAKE UTILS CORP COM 165303108 2129498 16581 SH SOLE 16581 0 0 CHORD ENERGY CORPORATION COM NEW 674215207 30831851 273526 SH SOLE 273526 0 0 CIVITAS RESOURCES INC COM NEW 17888H103 3532124 101236 SH SOLE 101236 0 0 CLEAN HARBORS INC COM 184496107 1616811 8203 SH SOLE 8203 0 0 CLEARWAY ENERGY INC CL C 18539C204 1350647 44620 SH SOLE 44620 0 0 CMS ENERGY CORP COM 125896100 15345123 204302 SH SOLE 204302 0 0 CNX RES CORP COM 12653C108 9482909 301236 SH SOLE 301236 0 0 COMSTOCK RES INC COM 205768302 9310004 457719 SH SOLE 457719 0 0 CONSOLIDATED EDISON INC COM 209115104 51331012 464156 SH SOLE 464156 0 0 CONSTELLATION ENERGY CORP COM 21037T109 5160115 25592 SH SOLE 25592 0 0 CORE NATURAL RESOURCES INC COM SHS 218937100 3517919 45628 SH SOLE 45628 0 0 COTERRA ENERGY INC COM 127097103 9895562 342407 SH SOLE 342407 0 0 CRESCENT ENERGY COMPANY CL A COM 44952J104 46262480 4115879 SH SOLE 4115879 0 0 DARLING INGREDIENTS INC COM 237266101 5255661 168235 SH SOLE 168235 0 0 DEVON ENERGY CORP NEW COM 25179M103 63103449 1687258 SH SOLE 1687258 0 0 DIAMONDBACK ENERGY INC COM 25278X109 8017342 50146 SH SOLE 50146 0 0 DIVERSIFIED ENERGY COMPANY P SHS NEW G2891G204 2704000 200000 SH SOLE 200000 0 0 DOMINION ENERGY INC COM 25746U109 4999089 89158 SH SOLE 89158 0 0 DT MIDSTREAM INC COMMON STOCK 23345M107 67555489 700202 SH SOLE 700202 0 0 DTE ENERGY CO COM 233331107 42730546 309037 SH SOLE 309037 0 0 ENBRIDGE INC COM 29250N105 780432 17613 SH SOLE 17613 0 0 ENTERGY CORP NEW COM 29364G103 94922967 1110340 SH SOLE 1110340 0 0 EOG RES INC COM 26875P101 10960545 85469 SH SOLE 85469 0 0 EQT CORP COM 26884L109 4994369 93475 SH SOLE 93475 0 0 ESSENTIAL UTILS INC COM 29670G102 37249040 942298 SH SOLE 942298 0 0 EVERGY INC COM 30034W106 27278068 395621 SH SOLE 395621 0 0 EVERSOURCE ENERGY COM 30040W108 29265984 471196 SH SOLE 471196 0 0 EVERUS CONSTR GROUP COM 300426103 565066 15235 SH SOLE 15235 0 0 EXPAND ENERGY CORPORATION COM 165167735 5061832 45471 SH SOLE 45471 0 0 EXPRO GROUP HOLDINGS NV COM N3144W105 1001813 100786 SH SOLE 100786 0 0 EXXON MOBIL CORP COM 30231G102 10042568 84441 SH SOLE 84441 0 0 FLOWCO HLDGS INC COM CL A 342909108 518925 20231 SH SOLE 20231 0 0 FRONTLINE PLC COM M46528101 6200172 417520 SH SOLE 417520 0 0 GE VERNOVA INC COM 36828A101 30677282 100489 SH SOLE 100489 0 0 GFL ENVIRONMENTAL INC SUB VTG SHS 36168Q104 4701626 97322 SH SOLE 97322 0 0 GOLAR LNG LTD SHS G9456A100 33248848 875200 SH SOLE 875200 0 0 GRANITE RIDGE RESOURCES INC COM 387432107 4085523 671961 SH SOLE 671961 0 0 GULFPORT ENERGY CORP COMMON SHARES 402635502 18414000 100000 SH SOLE 100000 0 0 HAFNIA LTD SHS Y2990R101 1185184 284900 SH SOLE 284900 0 0 HESS MIDSTREAM LP CL A SHS 428103105 2114500 50000 SH SOLE 50000 0 0 HF SINCLAIR CORP COM 403949100 3293129 100156 SH SOLE 100156 0 0 IDACORP INC COM 451107106 5214443 44867 SH SOLE 44867 0 0 INFINITY NAT RES INC COM CL A 456941103 1875000 100000 SH SOLE 100000 0 0 ITRON INC COM 465741106 1517030 14481 SH SOLE 14481 0 0 KINDER MORGAN INC DEL COM 49456B101 39394595 1380813 SH SOLE 1380813 0 0 KINETIK HOLDINGS INC COM NEW CL A 02215L209 9552701 183918 SH SOLE 183918 0 0 KIRBY CORP COM 497266106 25298561 250456 SH SOLE 250456 0 0 KODIAK GAS SVCS INC COM 50012A108 3761929 100856 SH SOLE 100856 0 0 LINDE PLC SHS G54950103 5032637 10808 SH SOLE 10808 0 0 MAGNOLIA OIL & GAS CORP CL A 559663109 10104000 400000 SH SOLE 400000 0 0 MARATHON PETE CORP COM 56585A102 13438300 92239 SH SOLE 92239 0 0 MASTEC INC COM 576323109 1803870 15456 SH SOLE 15456 0 0 MATADOR RES CO COM 576485205 25639772 501855 SH SOLE 501855 0 0 MURPHY OIL CORP COM 626717102 4965910 174856 SH SOLE 174856 0 0 MURPHY USA INC COM 626755102 7047150 15000 SH SOLE 15000 0 0 NATIONAL FUEL GAS CO COM 636180101 11384592 143763 SH SOLE 143763 0 0 NEW JERSEY RES CORP COM 646025106 9840896 200589 SH SOLE 200589 0 0 NEXTDECADE CORP COM 65342K105 1637425 210466 SH SOLE 210466 0 0 NEXTERA ENERGY INC COM 65339F101 41369277 583570 SH SOLE 583570 0 0 NISOURCE INC COM 65473P105 10246603 255590 SH SOLE 255590 0 0 NOBLE CORP PLC ORD SHS A G65431127 487959 20589 SH SOLE 20589 0 0 NORTHERN OIL & GAS INC COM 665531307 3050056 100895 SH SOLE 100895 0 0 NORTHWEST PIPE CO COM 667746101 790069 19130 SH SOLE 19130 0 0 NORTHWESTERN ENERGY GROUP IN COM NEW 668074305 9664406 167002 SH SOLE 167002 0 0 NRG ENERGY INC COM NEW 629377508 59513678 623441 SH SOLE 623441 0 0 NRG ENERGY INC COM NEW 629377508 8219106 86100 SH Call SOLE 86100 0 0 NUCOR CORP COM 670346105 2538211 21092 SH SOLE 21092 0 0 OGE ENERGY CORP COM 670837103 48528658 1055889 SH SOLE 1055889 0 0 ONEOK INC NEW COM 682680103 44707441 450589 SH SOLE 450589 0 0 OVINTIV INC COM 69047Q102 8589874 200698 SH SOLE 200698 0 0 PAR PAC HOLDINGS INC COM NEW 69888T207 1668078 116976 SH SOLE 116976 0 0 PBF ENERGY INC CL A 69318G106 3824204 200325 SH SOLE 200325 0 0 PERMIAN RESOURCES CORP CLASS A COM 71424F105 41550000 3000000 SH SOLE 3000000 0 0 PG&E CORP COM 69331C108 4995635 290782 SH SOLE 290782 0 0 PHX MINERALS INC CL A 69291A100 167085 42300 SH SOLE 42300 0 0 PINNACLE WEST CAP CORP COM 723484101 27878532 292688 SH SOLE 292688 0 0 PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207 14540243 680723 SH SOLE 680723 0 0 PPL CORP COM 69351T106 90633103 2509917 SH SOLE 2509917 0 0 PRIMORIS SVCS CORP COM 74164F103 1374568 23943 SH SOLE 23943 0 0 PROPETRO HLDG CORP COM 74347M108 1568835 213447 SH SOLE 213447 0 0 PUBLIC SVC ENTERPRISE GRP IN COM 744573106 39112910 475248 SH SOLE 475248 0 0 RANGE RES CORP COM 75281A109 8004208 200456 SH SOLE 200456 0 0 SABLE OFFSHORE CORP COM SHS 78574H104 8220337 324018 SH SOLE 324018 0 0 SEADRILL LTD COM G7997W102 5021125 200845 SH SOLE 200845 0 0 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 6953117 80869 SH SOLE 80869 0 0 SEMPRA COM 816851109 13962298 195660 SH SOLE 195660 0 0 SHELL PLC SPON ADS 780259305 28518451 389171 SH SOLE 389171 0 0 SITIO ROYALTIES CORP CLASS A COM 82983N108 3729500 187695 SH SOLE 187695 0 0 SM ENERGY CO COM 78454L100 5016745 167504 SH SOLE 167504 0 0 SOLARIS ENERGY INFRAS INC COM CL A 83418M103 10898387 500845 SH SOLE 500845 0 0 SOUTHERN CO COM 842587107 10821779 117692 SH SOLE 117692 0 0 SUMMIT MIDSTREAM CORPORATION COM 86614G101 1391320 41054 SH SOLE 41054 0 0 TALEN ENERGY CORP COM 87422Q109 49863789 249731 SH SOLE 249731 0 0 TALOS ENERGY INC COM 87484T108 978785 100698 SH SOLE 100698 0 0 TARGA RES CORP COM 87612G101 80188000 400000 SH SOLE 400000 0 0 TC ENERGY CORP COM 87807B107 9442000 200000 SH SOLE 200000 0 0 TECHNIPFMC PLC COM G87110105 6352514 200458 SH SOLE 200458 0 0 TEEKAY TANKERS LTD CL A G8726X106 757402 19791 SH SOLE 19791 0 0 TENARIS S A SPONSORED ADS 88031M109 7255844 185524 SH SOLE 185524 0 0 TOTALENERGIES SE SPONSORED ADS 89151E109 16924392 261623 SH SOLE 261623 0 0 TRANSOCEAN LTD REGISTERED SHS H8817H100 1585834 500263 SH SOLE 500263 0 0 TXNM ENERGY INC COM 69349H107 6714949 125560 SH SOLE 125560 0 0 VALARIS LTD CL A G9460G101 2963698 75489 SH SOLE 75489 0 0 VALERO ENERGY CORP COM 91913Y100 17976312 136112 SH SOLE 136112 0 0 VIPER ENERGY INC CL A 927959106 43447168 962285 SH SOLE 962285 0 0 VISTRA CORP COM 92840M102 17747180 151117 SH SOLE 151117 0 0 VITAL ENERGY INC COM 516806205 2127432 100256 SH SOLE 100256 0 0 VITESSE ENERGY INC COMMON STOCK 92852X103 995133 40469 SH SOLE 40469 0 0 WEC ENERGY GROUP INC COM 92939U106 21368036 196073 SH SOLE 196073 0 0 WILLIAMS COS INC COM 969457100 30473297 509928 SH SOLE 509928 0 0 XCEL ENERGY INC COM 98389B100 40507383 572219 SH SOLE 572219 0 0