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   4,648,235 374,254 SH   SOLE   374,254 0 0
ALLIANT ENERGY CORP COM 018802108   5,421,874 84,256 SH   SOLE   84,256 0 0
ANTERO RESOURCES CORP COM 03674X106   36,559,661 904,047 SH   SOLE   904,047 0 0
ARCHROCK INC COM 03957W106   13,184,445 502,456 SH   SOLE   502,456 0 0
ARGAN INC COM 04010E109   9,840,767 75,023 SH   SOLE   75,023 0 0
ATMOS ENERGY CORP COM 049560105   37,612,406 243,320 SH   SOLE   243,320 0 0
AVISTA CORP COM 05379B107   7,362,044 175,831 SH   SOLE   175,831 0 0
BAKER HUGHES COMPANY CL A 05722G100   21,993,591 500,423 SH   SOLE   500,423 0 0
BKV CORP COM 05603J108   18,375,000 875,000 SH   SOLE   875,000 0 0
BLACK HILLS CORP COM 092113109   2,015,096 33,225 SH   SOLE   33,225 0 0
BP PLC SPONSORED ADR 055622104   3,379,000 100,000 SH   SOLE   100,000 0 0
CALIFORNIA RES CORP COM STOCK 13057Q305   4,655,236 105,873 SH   SOLE   105,873 0 0
CALUMET INC COM 131428104   581,568 45,865 SH   SOLE   45,865 0 0
CAMECO CORP COM 13321L108   2,403,950 58,405 SH   SOLE   58,405 0 0
CANADIAN NAT RES LTD COM 136385101   3,118,069 101,236 SH   SOLE   101,236 0 0
CENOVUS ENERGY INC COM 15135U109   1,203,257 86,503 SH   SOLE   86,503 0 0
CHENIERE ENERGY INC COM NEW 16411R208   43,971,785 190,025 SH   SOLE   190,025 0 0
CHESAPEAKE UTILS CORP COM 165303108   2,129,498 16,581 SH   SOLE   16,581 0 0
CHORD ENERGY CORPORATION COM NEW 674215207   30,831,851 273,526 SH   SOLE   273,526 0 0
CIVITAS RESOURCES INC COM NEW 17888H103   3,532,124 101,236 SH   SOLE   101,236 0 0
CLEAN HARBORS INC COM 184496107   1,616,811 8,203 SH   SOLE   8,203 0 0
CLEARWAY ENERGY INC CL C 18539C204   1,350,647 44,620 SH   SOLE   44,620 0 0
CMS ENERGY CORP COM 125896100   15,345,123 204,302 SH   SOLE   204,302 0 0
CNX RES CORP COM 12653C108   9,482,909 301,236 SH   SOLE   301,236 0 0
COMSTOCK RES INC COM 205768302   9,310,004 457,719 SH   SOLE   457,719 0 0
CONSOLIDATED EDISON INC COM 209115104   51,331,012 464,156 SH   SOLE   464,156 0 0
CONSTELLATION ENERGY CORP COM 21037T109   5,160,115 25,592 SH   SOLE   25,592 0 0
CORE NATURAL RESOURCES INC COM SHS 218937100   3,517,919 45,628 SH   SOLE   45,628 0 0
COTERRA ENERGY INC COM 127097103   9,895,562 342,407 SH   SOLE   342,407 0 0
CRESCENT ENERGY COMPANY CL A COM 44952J104   46,262,480 4,115,879 SH   SOLE   4,115,879 0 0
DARLING INGREDIENTS INC COM 237266101   5,255,661 168,235 SH   SOLE   168,235 0 0
DEVON ENERGY CORP NEW COM 25179M103   63,103,449 1,687,258 SH   SOLE   1,687,258 0 0
DIAMONDBACK ENERGY INC COM 25278X109   8,017,342 50,146 SH   SOLE   50,146 0 0
DIVERSIFIED ENERGY COMPANY P SHS NEW G2891G204   2,704,000 200,000 SH   SOLE   200,000 0 0
DOMINION ENERGY INC COM 25746U109   4,999,089 89,158 SH   SOLE   89,158 0 0
DT MIDSTREAM INC COMMON STOCK 23345M107   67,555,489 700,202 SH   SOLE   700,202 0 0
DTE ENERGY CO COM 233331107   42,730,546 309,037 SH   SOLE   309,037 0 0
ENBRIDGE INC COM 29250N105   780,432 17,613 SH   SOLE   17,613 0 0
ENTERGY CORP NEW COM 29364G103   94,922,967 1,110,340 SH   SOLE   1,110,340 0 0
EOG RES INC COM 26875P101   10,960,545 85,469 SH   SOLE   85,469 0 0
EQT CORP COM 26884L109   4,994,369 93,475 SH   SOLE   93,475 0 0
ESSENTIAL UTILS INC COM 29670G102   37,249,040 942,298 SH   SOLE   942,298 0 0
EVERGY INC COM 30034W106   27,278,068 395,621 SH   SOLE   395,621 0 0
EVERSOURCE ENERGY COM 30040W108   29,265,984 471,196 SH   SOLE   471,196 0 0
EVERUS CONSTR GROUP COM 300426103   565,066 15,235 SH   SOLE   15,235 0 0
EXPAND ENERGY CORPORATION COM 165167735   5,061,832 45,471 SH   SOLE   45,471 0 0
EXPRO GROUP HOLDINGS NV COM N3144W105   1,001,813 100,786 SH   SOLE   100,786 0 0
EXXON MOBIL CORP COM 30231G102   10,042,568 84,441 SH   SOLE   84,441 0 0
FLOWCO HLDGS INC COM CL A 342909108   518,925 20,231 SH   SOLE   20,231 0 0
FRONTLINE PLC COM M46528101   6,200,172 417,520 SH   SOLE   417,520 0 0
GE VERNOVA INC COM 36828A101   30,677,282 100,489 SH   SOLE   100,489 0 0
GFL ENVIRONMENTAL INC SUB VTG SHS 36168Q104   4,701,626 97,322 SH   SOLE   97,322 0 0
GOLAR LNG LTD SHS G9456A100   33,248,848 875,200 SH   SOLE   875,200 0 0
GRANITE RIDGE RESOURCES INC COM 387432107   4,085,523 671,961 SH   SOLE   671,961 0 0
GULFPORT ENERGY CORP COMMON SHARES 402635502   18,414,000 100,000 SH   SOLE   100,000 0 0
HAFNIA LTD SHS Y2990R101   1,185,184 284,900 SH   SOLE   284,900 0 0
HESS MIDSTREAM LP CL A SHS 428103105   2,114,500 50,000 SH   SOLE   50,000 0 0
HF SINCLAIR CORP COM 403949100   3,293,129 100,156 SH   SOLE   100,156 0 0
IDACORP INC COM 451107106   5,214,443 44,867 SH   SOLE   44,867 0 0
INFINITY NAT RES INC COM CL A 456941103   1,875,000 100,000 SH   SOLE   100,000 0 0
ITRON INC COM 465741106   1,517,030 14,481 SH   SOLE   14,481 0 0
KINDER MORGAN INC DEL COM 49456B101   39,394,595 1,380,813 SH   SOLE   1,380,813 0 0
KINETIK HOLDINGS INC COM NEW CL A 02215L209   9,552,701 183,918 SH   SOLE   183,918 0 0
KIRBY CORP COM 497266106   25,298,561 250,456 SH   SOLE   250,456 0 0
KODIAK GAS SVCS INC COM 50012A108   3,761,929 100,856 SH   SOLE   100,856 0 0
LINDE PLC SHS G54950103   5,032,637 10,808 SH   SOLE   10,808 0 0
MAGNOLIA OIL & GAS CORP CL A 559663109   10,104,000 400,000 SH   SOLE   400,000 0 0
MARATHON PETE CORP COM 56585A102   13,438,300 92,239 SH   SOLE   92,239 0 0
MASTEC INC COM 576323109   1,803,870 15,456 SH   SOLE   15,456 0 0
MATADOR RES CO COM 576485205   25,639,772 501,855 SH   SOLE   501,855 0 0
MURPHY OIL CORP COM 626717102   4,965,910 174,856 SH   SOLE   174,856 0 0
MURPHY USA INC COM 626755102   7,047,150 15,000 SH   SOLE   15,000 0 0
NATIONAL FUEL GAS CO COM 636180101   11,384,592 143,763 SH   SOLE   143,763 0 0
NEW JERSEY RES CORP COM 646025106   9,840,896 200,589 SH   SOLE   200,589 0 0
NEXTDECADE CORP COM 65342K105   1,637,425 210,466 SH   SOLE   210,466 0 0
NEXTERA ENERGY INC COM 65339F101   41,369,277 583,570 SH   SOLE   583,570 0 0
NISOURCE INC COM 65473P105   10,246,603 255,590 SH   SOLE   255,590 0 0
NOBLE CORP PLC ORD SHS A G65431127   487,959 20,589 SH   SOLE   20,589 0 0
NORTHERN OIL & GAS INC COM 665531307   3,050,056 100,895 SH   SOLE   100,895 0 0
NORTHWEST PIPE CO COM 667746101   790,069 19,130 SH   SOLE   19,130 0 0
NORTHWESTERN ENERGY GROUP IN COM NEW 668074305   9,664,406 167,002 SH   SOLE   167,002 0 0
NRG ENERGY INC COM NEW 629377508   59,513,678 623,441 SH   SOLE   623,441 0 0
NRG ENERGY INC COM NEW 629377508   8,219,106 86,100 SH Call SOLE   86,100 0 0
NUCOR CORP COM 670346105   2,538,211 21,092 SH   SOLE   21,092 0 0
OGE ENERGY CORP COM 670837103   48,528,658 1,055,889 SH   SOLE   1,055,889 0 0
ONEOK INC NEW COM 682680103   44,707,441 450,589 SH   SOLE   450,589 0 0
OVINTIV INC COM 69047Q102   8,589,874 200,698 SH   SOLE   200,698 0 0
PAR PAC HOLDINGS INC COM NEW 69888T207   1,668,078 116,976 SH   SOLE   116,976 0 0
PBF ENERGY INC CL A 69318G106   3,824,204 200,325 SH   SOLE   200,325 0 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105   41,550,000 3,000,000 SH   SOLE   3,000,000 0 0
PG&E CORP COM 69331C108   4,995,635 290,782 SH   SOLE   290,782 0 0
PHX MINERALS INC CL A 69291A100   167,085 42,300 SH   SOLE   42,300 0 0
PINNACLE WEST CAP CORP COM 723484101   27,878,532 292,688 SH   SOLE   292,688 0 0
PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207   14,540,243 680,723 SH   SOLE   680,723 0 0
PPL CORP COM 69351T106   90,633,103 2,509,917 SH   SOLE   2,509,917 0 0
PRIMORIS SVCS CORP COM 74164F103   1,374,568 23,943 SH   SOLE   23,943 0 0
PROPETRO HLDG CORP COM 74347M108   1,568,835 213,447 SH   SOLE   213,447 0 0
PUBLIC SVC ENTERPRISE GRP IN COM 744573106   39,112,910 475,248 SH   SOLE   475,248 0 0
RANGE RES CORP COM 75281A109   8,004,208 200,456 SH   SOLE   200,456 0 0
SABLE OFFSHORE CORP COM SHS 78574H104   8,220,337 324,018 SH   SOLE   324,018 0 0
SEADRILL LTD COM G7997W102   5,021,125 200,845 SH   SOLE   200,845 0 0
SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100   6,953,117 80,869 SH   SOLE   80,869 0 0
SEMPRA COM 816851109   13,962,298 195,660 SH   SOLE   195,660 0 0
SHELL PLC SPON ADS 780259305   28,518,451 389,171 SH   SOLE   389,171 0 0
SITIO ROYALTIES CORP CLASS A COM 82983N108   3,729,500 187,695 SH   SOLE   187,695 0 0
SM ENERGY CO COM 78454L100   5,016,745 167,504 SH   SOLE   167,504 0 0
SOLARIS ENERGY INFRAS INC COM CL A 83418M103   10,898,387 500,845 SH   SOLE   500,845 0 0
SOUTHERN CO COM 842587107   10,821,779 117,692 SH   SOLE   117,692 0 0
SUMMIT MIDSTREAM CORPORATION COM 86614G101   1,391,320 41,054 SH   SOLE   41,054 0 0
TALEN ENERGY CORP COM 87422Q109   49,863,789 249,731 SH   SOLE   249,731 0 0
TALOS ENERGY INC COM 87484T108   978,785 100,698 SH   SOLE   100,698 0 0
TARGA RES CORP COM 87612G101   80,188,000 400,000 SH   SOLE   400,000 0 0
TC ENERGY CORP COM 87807B107   9,442,000 200,000 SH   SOLE   200,000 0 0
TECHNIPFMC PLC COM G87110105   6,352,514 200,458 SH   SOLE   200,458 0 0
TEEKAY TANKERS LTD CL A G8726X106   757,402 19,791 SH   SOLE   19,791 0 0
TENARIS S A SPONSORED ADS 88031M109   7,255,844 185,524 SH   SOLE   185,524 0 0
TOTALENERGIES SE SPONSORED ADS 89151E109   16,924,392 261,623 SH   SOLE   261,623 0 0
TRANSOCEAN LTD REGISTERED SHS H8817H100   1,585,834 500,263 SH   SOLE   500,263 0 0
TXNM ENERGY INC COM 69349H107   6,714,949 125,560 SH   SOLE   125,560 0 0
VALARIS LTD CL A G9460G101   2,963,698 75,489 SH   SOLE   75,489 0 0
VALERO ENERGY CORP COM 91913Y100   17,976,312 136,112 SH   SOLE   136,112 0 0
VIPER ENERGY INC CL A 927959106   43,447,168 962,285 SH   SOLE   962,285 0 0
VISTRA CORP COM 92840M102   17,747,180 151,117 SH   SOLE   151,117 0 0
VITAL ENERGY INC COM 516806205   2,127,432 100,256 SH   SOLE   100,256 0 0
VITESSE ENERGY INC COMMON STOCK 92852X103   995,133 40,469 SH   SOLE   40,469 0 0
WEC ENERGY GROUP INC COM 92939U106   21,368,036 196,073 SH   SOLE   196,073 0 0
WILLIAMS COS INC COM 969457100   30,473,297 509,928 SH   SOLE   509,928 0 0
XCEL ENERGY INC COM 98389B100   40,507,383 572,219 SH   SOLE   572,219 0 0