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		<nameOfIssuer>ALLIANT ENERGY CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>018802108</cusip>
		<value>26125448</value>
		<shrsOrPrnAmt>
			<sshPrnamt>364067</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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			<Sole>364067</Sole>
			<Shared>0</Shared>
			<None>0</None>
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	<infoTable>
		<nameOfIssuer>ALMONTY INDS INC</nameOfIssuer>
		<titleOfClass>COM NEW</titleOfClass>
		<cusip>020398707</cusip>
		<value>2000687</value>
		<shrsOrPrnAmt>
			<sshPrnamt>138169</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
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			<Sole>138169</Sole>
			<Shared>0</Shared>
			<None>0</None>
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	<infoTable>
		<nameOfIssuer>ALPS ETF TR</nameOfIssuer>
		<titleOfClass>ALERIAN MLP</titleOfClass>
		<cusip>00162Q452</cusip>
		<value>4967426</value>
		<shrsOrPrnAmt>
			<sshPrnamt>94366</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>94366</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>AMEREN CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>023608102</cusip>
		<value>34247774</value>
		<shrsOrPrnAmt>
			<sshPrnamt>311570</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>311570</Sole>
			<Shared>0</Shared>
			<None>0</None>
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	<infoTable>
		<nameOfIssuer>AMERICAN ELEC PWR CO INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>025537101</cusip>
		<value>30531023</value>
		<shrsOrPrnAmt>
			<sshPrnamt>232919</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>232919</Sole>
			<Shared>0</Shared>
			<None>0</None>
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	<infoTable>
		<nameOfIssuer>ANTERO RESOURCES CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>03674X106</cusip>
		<value>19571121</value>
		<shrsOrPrnAmt>
			<sshPrnamt>461148</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>461148</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>APA CORPORATION</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>03743Q108</cusip>
		<value>41827082</value>
		<shrsOrPrnAmt>
			<sshPrnamt>985558</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>985558</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>ARCHROCK INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>03957W106</cusip>
		<value>4700158</value>
		<shrsOrPrnAmt>
			<sshPrnamt>135062</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>135062</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>ARGAN INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>04010E109</cusip>
		<value>3673120</value>
		<shrsOrPrnAmt>
			<sshPrnamt>6744</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>6744</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>ATI INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>01741R102</cusip>
		<value>26955484</value>
		<shrsOrPrnAmt>
			<sshPrnamt>185312</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>185312</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>ATLAS ENERGY SOLUTIONS INC</nameOfIssuer>
		<titleOfClass>COM NEW</titleOfClass>
		<cusip>642045108</cusip>
		<value>1105767</value>
		<shrsOrPrnAmt>
			<sshPrnamt>84281</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>84281</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>ATMOS ENERGY CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>049560105</cusip>
		<value>45780635</value>
		<shrsOrPrnAmt>
			<sshPrnamt>247838</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>247838</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>BAKER HUGHES COMPANY</nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>05722G100</cusip>
		<value>15566285</value>
		<shrsOrPrnAmt>
			<sshPrnamt>254976</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>254976</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>BKV CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>05603J108</cusip>
		<value>21264056</value>
		<shrsOrPrnAmt>
			<sshPrnamt>745584</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>745584</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>BORGWARNER INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>099724106</cusip>
		<value>19284221</value>
		<shrsOrPrnAmt>
			<sshPrnamt>355404</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>355404</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
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		<nameOfIssuer>BP PLC</nameOfIssuer>
		<titleOfClass>SPONSORED ADR</titleOfClass>
		<cusip>055622104</cusip>
		<value>5246704</value>
		<shrsOrPrnAmt>
			<sshPrnamt>111632</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>111632</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>C H ROBINSON WORLDWIDE IN</nameOfIssuer>
		<titleOfClass>COM NEW</titleOfClass>
		<cusip>12541W209</cusip>
		<value>6870482</value>
		<shrsOrPrnAmt>
			<sshPrnamt>41371</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>41371</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>CALIFORNIA RES CORP</nameOfIssuer>
		<titleOfClass>COM STOCK</titleOfClass>
		<cusip>13057Q305</cusip>
		<value>5297753</value>
		<shrsOrPrnAmt>
			<sshPrnamt>76535</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>76535</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>CAMECO CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>13321L108</cusip>
		<value>13195029</value>
		<shrsOrPrnAmt>
			<sshPrnamt>121490</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>121490</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>CANADIAN NAT RES LTD MED TER</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>136385101</cusip>
		<value>4970411</value>
		<shrsOrPrnAmt>
			<sshPrnamt>101999</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>101999</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>CARDINAL INFRASTRUCTURE GROU</nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>14154A102</cusip>
		<value>3426430</value>
		<shrsOrPrnAmt>
			<sshPrnamt>86406</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>86406</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>CATERPILLAR INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>149123101</cusip>
		<value>19771702</value>
		<shrsOrPrnAmt>
			<sshPrnamt>27908</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>27908</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>CENOVUS ENERGY INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>15135U109</cusip>
		<value>5214233</value>
		<shrsOrPrnAmt>
			<sshPrnamt>196541</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>196541</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>CENTERPOINT ENERGY INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>15189T107</cusip>
		<value>47147639</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1092392</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1092392</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>CENTURI HOLDINGS INC</nameOfIssuer>
		<titleOfClass>COM SHS</titleOfClass>
		<cusip>155923105</cusip>
		<value>4847341</value>
		<shrsOrPrnAmt>
			<sshPrnamt>165948</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>165948</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>CHENIERE ENERGY INC</nameOfIssuer>
		<titleOfClass>COM NEW</titleOfClass>
		<cusip>16411R208</cusip>
		<value>4816258</value>
		<shrsOrPrnAmt>
			<sshPrnamt>16973</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>16973</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>CHEVRON CORPORATION</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>166764100</cusip>
		<value>19771364</value>
		<shrsOrPrnAmt>
			<sshPrnamt>95560</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>95560</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>CHORD ENERGY CORPORATION</nameOfIssuer>
		<titleOfClass>COM NEW</titleOfClass>
		<cusip>674215207</cusip>
		<value>10378856</value>
		<shrsOrPrnAmt>
			<sshPrnamt>72998</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>72998</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>CLEAN HARBORS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>184496107</cusip>
		<value>2010837</value>
		<shrsOrPrnAmt>
			<sshPrnamt>7013</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>7013</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>CLEARWAY ENERGY INC</nameOfIssuer>
		<titleOfClass>CL C</titleOfClass>
		<cusip>18539C204</cusip>
		<value>5651631</value>
		<shrsOrPrnAmt>
			<sshPrnamt>143844</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>143844</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>CMS ENERGY CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>125896100</cusip>
		<value>10297349</value>
		<shrsOrPrnAmt>
			<sshPrnamt>132732</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>132732</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>CNX RES CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>12653C108</cusip>
		<value>43607490</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1131193</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1131193</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>COMFORT SYS USA INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>199908104</cusip>
		<value>9435050</value>
		<shrsOrPrnAmt>
			<sshPrnamt>6842</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>6842</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>COMSTOCK RES INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>205768302</cusip>
		<value>4943724</value>
		<shrsOrPrnAmt>
			<sshPrnamt>234522</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>234522</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>CORE NATURAL RESOURCES INC</nameOfIssuer>
		<titleOfClass>COM SHS</titleOfClass>
		<cusip>218937100</cusip>
		<value>4774327</value>
		<shrsOrPrnAmt>
			<sshPrnamt>45587</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>45587</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>CRESCENT ENERGY COMPANY</nameOfIssuer>
		<titleOfClass>CL A COM</titleOfClass>
		<cusip>44952J104</cusip>
		<value>10321101</value>
		<shrsOrPrnAmt>
			<sshPrnamt>764526</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>764526</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>CSX CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>126408103</cusip>
		<value>5280426</value>
		<shrsOrPrnAmt>
			<sshPrnamt>128634</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>128634</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>CUMMINS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>231021106</cusip>
		<value>4849174</value>
		<shrsOrPrnAmt>
			<sshPrnamt>9013</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>9013</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>CURTISS WRIGHT CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>231561101</cusip>
		<value>7863530</value>
		<shrsOrPrnAmt>
			<sshPrnamt>11545</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>11545</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>DEVON ENERGY CORP NEW</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>25179M103</cusip>
		<value>20019913</value>
		<shrsOrPrnAmt>
			<sshPrnamt>397852</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>397852</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>DIAMONDBACK ENERGY INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>25278X109</cusip>
		<value>8757745</value>
		<shrsOrPrnAmt>
			<sshPrnamt>44278</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>44278</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>DOMINION ENERGY INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>25746U109</cusip>
		<value>5128587</value>
		<shrsOrPrnAmt>
			<sshPrnamt>82960</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>82960</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>DOVER CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>260003108</cusip>
		<value>4834581</value>
		<shrsOrPrnAmt>
			<sshPrnamt>23193</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>23193</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>DT MIDSTREAM INC</nameOfIssuer>
		<titleOfClass>COMMON STOCK</titleOfClass>
		<cusip>23345M107</cusip>
		<value>9774214</value>
		<shrsOrPrnAmt>
			<sshPrnamt>72579</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>72579</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>DTE ENERGY CO</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>233331107</cusip>
		<value>20404709</value>
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			<sshPrnamt>139548</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>139548</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>DUKE ENERGY CORP NEW</nameOfIssuer>
		<titleOfClass>COM NEW</titleOfClass>
		<cusip>26441C204</cusip>
		<value>21988623</value>
		<shrsOrPrnAmt>
			<sshPrnamt>167929</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>167929</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>DYCOM INDS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>267475101</cusip>
		<value>6764202</value>
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			<sshPrnamt>19964</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>19964</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>EATON CORP PLC</nameOfIssuer>
		<titleOfClass>SHS</titleOfClass>
		<cusip>G29183103</cusip>
		<value>4780260</value>
		<shrsOrPrnAmt>
			<sshPrnamt>13365</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>13365</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>ECOPETROL S A</nameOfIssuer>
		<titleOfClass>SPONSORED ADS</titleOfClass>
		<cusip>279158109</cusip>
		<value>6898428</value>
		<shrsOrPrnAmt>
			<sshPrnamt>460202</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>460202</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>EMERSON ELEC CO</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>291011104</cusip>
		<value>7046780</value>
		<shrsOrPrnAmt>
			<sshPrnamt>53784</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>53784</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>ENERFLEX LTD</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>29269R105</cusip>
		<value>4899297</value>
		<shrsOrPrnAmt>
			<sshPrnamt>234192</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>234192</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>ENTEGRIS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>29362U104</cusip>
		<value>14003732</value>
		<shrsOrPrnAmt>
			<sshPrnamt>119445</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>119445</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>ENTERGY CORP NEW</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>29364G103</cusip>
		<value>77813008</value>
		<shrsOrPrnAmt>
			<sshPrnamt>692533</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>692533</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>EQT CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>26884L109</cusip>
		<value>9741311</value>
		<shrsOrPrnAmt>
			<sshPrnamt>153069</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>153069</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>EVERGY INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>30034W106</cusip>
		<value>5124506</value>
		<shrsOrPrnAmt>
			<sshPrnamt>62555</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>62555</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>EVERSOURCE ENERGY</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>30040W108</cusip>
		<value>20536532</value>
		<shrsOrPrnAmt>
			<sshPrnamt>296428</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>296428</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>EVERUS CONSTR GROUP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>300426103</cusip>
		<value>7251363</value>
		<shrsOrPrnAmt>
			<sshPrnamt>61421</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>61421</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>EXPAND ENERGY CORPORATION</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>165167735</cusip>
		<value>5004102</value>
		<shrsOrPrnAmt>
			<sshPrnamt>45583</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>45583</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>EXPRO GROUP HOLDINGS NV</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>N3144W105</cusip>
		<value>4733553</value>
		<shrsOrPrnAmt>
			<sshPrnamt>271887</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>271887</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>EXXON MOBIL CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>30231G102</cusip>
		<value>10110379</value>
		<shrsOrPrnAmt>
			<sshPrnamt>59592</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>59592</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>FERMI INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>314911108</cusip>
		<value>1565686</value>
		<shrsOrPrnAmt>
			<sshPrnamt>268097</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>268097</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>FIRSTENERGY CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>337932107</cusip>
		<value>20610261</value>
		<shrsOrPrnAmt>
			<sshPrnamt>406835</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>406835</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>FLOWCO HLDGS INC</nameOfIssuer>
		<titleOfClass>COM CL A</titleOfClass>
		<cusip>342909108</cusip>
		<value>2060000</value>
		<shrsOrPrnAmt>
			<sshPrnamt>100000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>100000</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>FORGENT POWER SOLUTIONS INC</nameOfIssuer>
		<titleOfClass>COM SHS CL A</titleOfClass>
		<cusip>34631F102</cusip>
		<value>8180555</value>
		<shrsOrPrnAmt>
			<sshPrnamt>279486</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>279486</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>FTAI AVIATION LTD</nameOfIssuer>
		<titleOfClass>SHS</titleOfClass>
		<cusip>G3730V105</cusip>
		<value>18323795</value>
		<shrsOrPrnAmt>
			<sshPrnamt>74791</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>74791</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
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		<nameOfIssuer>GE VERNOVA INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>36828A101</cusip>
		<value>41381570</value>
		<shrsOrPrnAmt>
			<sshPrnamt>47407</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>47407</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>GEOPARK LTD</nameOfIssuer>
		<titleOfClass>USD SHS</titleOfClass>
		<cusip>G38327105</cusip>
		<value>5377361</value>
		<shrsOrPrnAmt>
			<sshPrnamt>566038</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>566038</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>GOLAR LNG LTD</nameOfIssuer>
		<titleOfClass>SHS</titleOfClass>
		<cusip>G9456A100</cusip>
		<value>4963294</value>
		<shrsOrPrnAmt>
			<sshPrnamt>91726</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>91726</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>GRANITE RIDGE RESOURCES INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>387432107</cusip>
		<value>1067272</value>
		<shrsOrPrnAmt>
			<sshPrnamt>181818</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>181818</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>GUARDIAN METAL RES PLC</nameOfIssuer>
		<titleOfClass>SPONSORED ADS</titleOfClass>
		<cusip>401382106</cusip>
		<value>7529999</value>
		<shrsOrPrnAmt>
			<sshPrnamt>430778</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>430778</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>GULFPORT ENERGY CORP</nameOfIssuer>
		<titleOfClass>COMMON SHARES</titleOfClass>
		<cusip>402635502</cusip>
		<value>2021974</value>
		<shrsOrPrnAmt>
			<sshPrnamt>9557</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>9557</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>HALLIBURTON CO</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>406216101</cusip>
		<value>10230898</value>
		<shrsOrPrnAmt>
			<sshPrnamt>262398</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>262398</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>HELMERICH &amp; PAYNE INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>423452101</cusip>
		<value>6765281</value>
		<shrsOrPrnAmt>
			<sshPrnamt>187768</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>187768</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>HENNESSY CAP INVT CORP VII</nameOfIssuer>
		<titleOfClass>ORD SHS CL A</titleOfClass>
		<cusip>G4405D107</cusip>
		<value>15029038</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1452081</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1452081</Sole>
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			<None>0</None>
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		<nameOfIssuer>HF SINCLAIR CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>403949100</cusip>
		<value>7108217</value>
		<shrsOrPrnAmt>
			<sshPrnamt>113932</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>113932</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>HUNT J B TRANS SVCS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>445658107</cusip>
		<value>7230664</value>
		<shrsOrPrnAmt>
			<sshPrnamt>34123</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>34123</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>HUT 8 CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>44812J104</cusip>
		<value>880923</value>
		<shrsOrPrnAmt>
			<sshPrnamt>18779</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>18779</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>IDACORP INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>451107106</cusip>
		<value>5184950</value>
		<shrsOrPrnAmt>
			<sshPrnamt>36266</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>36266</Sole>
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			<None>0</None>
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		<nameOfIssuer>IMPERIAL OIL LTD</nameOfIssuer>
		<titleOfClass>COM NEW</titleOfClass>
		<cusip>453038408</cusip>
		<value>20526443</value>
		<shrsOrPrnAmt>
			<sshPrnamt>156906</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>156906</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>INNOVEX INTERNATIONAL INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>457651107</cusip>
		<value>502897</value>
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			<sshPrnamt>20619</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>20619</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>KINDER MORGAN INC DEL</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>49456B101</cusip>
		<value>6917474</value>
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			<sshPrnamt>206307</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>206307</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>KINETIK HOLDINGS INC</nameOfIssuer>
		<titleOfClass>COM NEW CL A</titleOfClass>
		<cusip>02215L209</cusip>
		<value>5175319</value>
		<shrsOrPrnAmt>
			<sshPrnamt>106906</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>106906</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>KIRBY CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>497266106</cusip>
		<value>2923626</value>
		<shrsOrPrnAmt>
			<sshPrnamt>22002</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>22002</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>KODIAK GAS SVCS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>50012A108</cusip>
		<value>14797009</value>
		<shrsOrPrnAmt>
			<sshPrnamt>253721</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>253721</Sole>
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			<None>0</None>
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		<nameOfIssuer>KOSMOS ENERGY LTD</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>500688106</cusip>
		<value>1390000</value>
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			<sshPrnamt>500000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>500000</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>LANDBRIDGE COMPANY LLC</nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>514952100</cusip>
		<value>2845412</value>
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			<sshPrnamt>41208</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>41208</Sole>
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			<None>0</None>
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		<nameOfIssuer>LENNOX INTL INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>526107107</cusip>
		<value>21357406</value>
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			<sshPrnamt>46016</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>46016</Sole>
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			<None>0</None>
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		<nameOfIssuer>LIBERTY ENERGY INC</nameOfIssuer>
		<titleOfClass>COM CL A</titleOfClass>
		<cusip>53115L104</cusip>
		<value>4848480</value>
		<shrsOrPrnAmt>
			<sshPrnamt>168350</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>168350</Sole>
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		<nameOfIssuer>LYONDELLBASELL INDUSTRIES NV</nameOfIssuer>
		<titleOfClass>SHS - A -</titleOfClass>
		<cusip>N53745100</cusip>
		<value>5299317</value>
		<shrsOrPrnAmt>
			<sshPrnamt>65781</sshPrnamt>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>65781</Sole>
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			<None>0</None>
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		<nameOfIssuer>MARATHON PETE CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>56585A102</cusip>
		<value>10359581</value>
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			<sshPrnamt>42426</sshPrnamt>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>42426</Sole>
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			<None>0</None>
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		<nameOfIssuer>MASTEC INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>576323109</cusip>
		<value>17504908</value>
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			<sshPrnamt>54407</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>54407</Sole>
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			<None>0</None>
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		<nameOfIssuer>MATADOR RES CO</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>576485205</cusip>
		<value>7883979</value>
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			<sshPrnamt>124786</sshPrnamt>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>124786</Sole>
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			<None>0</None>
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		<nameOfIssuer>MDU RES GROUP INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>552690109</cusip>
		<value>5032784</value>
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			<sshPrnamt>242895</sshPrnamt>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>242895</Sole>
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		<nameOfIssuer>MODINE MFG CO</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>607828100</cusip>
		<value>29928518</value>
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			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>138104</Sole>
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		<nameOfIssuer>MUELLER INDS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>624756102</cusip>
		<value>6981065</value>
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			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>63006</Sole>
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			<None>0</None>
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		<nameOfIssuer>MURPHY OIL CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>626717102</cusip>
		<value>5340514</value>
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			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>129467</Sole>
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		<nameOfIssuer>MURPHY USA INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>626755102</cusip>
		<value>2110734</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>4273</Sole>
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		<nameOfIssuer>NATIONAL ENERGY SERVICES REU</nameOfIssuer>
		<titleOfClass>SHS</titleOfClass>
		<cusip>G6375R107</cusip>
		<value>4846509</value>
		<shrsOrPrnAmt>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
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		<nameOfIssuer>NATIONAL FUEL GAS CO</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>636180101</cusip>
		<value>67686998</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>720381</Sole>
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		<nameOfIssuer>NEW JERSEY RES CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>646025106</cusip>
		<value>5065491</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>92234</Sole>
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		<nameOfIssuer>NEXTDECADE CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>65342K105</cusip>
		<value>2118948</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>276625</Sole>
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		<nameOfIssuer>NEXTERA ENERGY INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>65339F101</cusip>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>207722</Sole>
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		<nameOfIssuer>NEXTPOWER INC</nameOfIssuer>
		<titleOfClass>CLASS A COM</titleOfClass>
		<cusip>65290E101</cusip>
		<value>27747235</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>230172</Sole>
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		<nameOfIssuer>NISOURCE INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>65473P105</cusip>
		<value>10214527</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>218914</Sole>
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		<nameOfIssuer>NORFOLK SOUTHN CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>655844108</cusip>
		<value>5059236</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>17628</Sole>
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			<None>0</None>
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		<nameOfIssuer>NORTHERN OIL &amp; GAS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>665531307</cusip>
		<value>2007546</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>68681</Sole>
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		<nameOfIssuer>NRG ENERGY INC</nameOfIssuer>
		<titleOfClass>COM NEW</titleOfClass>
		<cusip>629377508</cusip>
		<value>37128767</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>254063</Sole>
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		<nameOfIssuer>NVENT ELEC PLC</nameOfIssuer>
		<titleOfClass>SHS</titleOfClass>
		<cusip>G6700G107</cusip>
		<value>4708254</value>
		<shrsOrPrnAmt>
			<sshPrnamt>39806</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>39806</Sole>
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		<nameOfIssuer>OCCIDENTAL PETE CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>674599105</cusip>
		<value>16103880</value>
		<shrsOrPrnAmt>
			<sshPrnamt>247752</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>247752</Sole>
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		<nameOfIssuer>OGE ENERGY CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>670837103</cusip>
		<value>10199893</value>
		<shrsOrPrnAmt>
			<sshPrnamt>212675</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>212675</Sole>
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			<None>0</None>
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		<nameOfIssuer>ONE GAS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>68235P108</cusip>
		<value>5032748</value>
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			<sshPrnamt>58432</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>58432</Sole>
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		<nameOfIssuer>ONEOK INC NEW</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>682680103</cusip>
		<value>19879021</value>
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			<sshPrnamt>219925</sshPrnamt>
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		<nameOfIssuer>OVINTIV INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>69047Q102</cusip>
		<value>28922388</value>
		<shrsOrPrnAmt>
			<sshPrnamt>487237</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>487237</Sole>
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			<None>0</None>
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		<nameOfIssuer>PACCAR INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>693718108</cusip>
		<value>14392108</value>
		<shrsOrPrnAmt>
			<sshPrnamt>124607</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>124607</Sole>
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			<None>0</None>
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		<nameOfIssuer>PAR PAC HOLDINGS INC</nameOfIssuer>
		<titleOfClass>COM NEW</titleOfClass>
		<cusip>69888T207</cusip>
		<value>7106633</value>
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			<sshPrnamt>113452</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>113452</Sole>
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			<None>0</None>
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		<nameOfIssuer>PARKER-HANNIFIN CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>701094104</cusip>
		<value>14358754</value>
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			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
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			<None>0</None>
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		<nameOfIssuer>PATTERSON-UTI ENERGY INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>703481101</cusip>
		<value>2065812</value>
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			<sshPrnamt>190749</sshPrnamt>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>190749</Sole>
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			<None>0</None>
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		<nameOfIssuer>PBF ENERGY INC</nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>69318G106</cusip>
		<value>9800339</value>
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			<sshPrnamt>205803</sshPrnamt>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
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			<None>0</None>
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		<nameOfIssuer>PERMIAN RESOURCES CORP</nameOfIssuer>
		<titleOfClass>CLASS A COM</titleOfClass>
		<cusip>71424F105</cusip>
		<value>23437993</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1099343</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1099343</Sole>
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			<None>0</None>
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		<nameOfIssuer>PG&amp;E CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>69331C108</cusip>
		<value>14453750</value>
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			<sshPrnamt>822638</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>822638</Sole>
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			<None>0</None>
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		<nameOfIssuer>PHILLIPS 66</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>718546104</cusip>
		<value>14842022</value>
		<shrsOrPrnAmt>
			<sshPrnamt>81469</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>81469</Sole>
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			<None>0</None>
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		<nameOfIssuer>PINNACLE WEST CAP CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>723484101</cusip>
		<value>15433490</value>
		<shrsOrPrnAmt>
			<sshPrnamt>153186</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>153186</Sole>
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			<None>0</None>
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		<nameOfIssuer>PLAINS GP HLDGS L P</nameOfIssuer>
		<titleOfClass>LTD PARTNR INT A</titleOfClass>
		<cusip>72651A207</cusip>
		<value>3706293</value>
		<shrsOrPrnAmt>
			<sshPrnamt>152648</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>152648</Sole>
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		<nameOfIssuer>PPL CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>69351T106</cusip>
		<value>38138154</value>
		<shrsOrPrnAmt>
			<sshPrnamt>998381</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>998381</Sole>
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		<nameOfIssuer>PRIMORIS SVCS CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>74164F103</cusip>
		<value>4863360</value>
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			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
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		<nameOfIssuer>PROFRAC HLDG CORP</nameOfIssuer>
		<titleOfClass>CLASS A COM</titleOfClass>
		<cusip>74319N100</cusip>
		<value>1847991</value>
		<shrsOrPrnAmt>
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			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
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			<None>0</None>
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		<nameOfIssuer>PROPETRO HLDG CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>74347M108</cusip>
		<value>7384491</value>
		<shrsOrPrnAmt>
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			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>512456</Sole>
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			<None>0</None>
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		<nameOfIssuer>PUBLIC SVC ENTERPRISE GROUP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>744573106</cusip>
		<value>30284285</value>
		<shrsOrPrnAmt>
			<sshPrnamt>374111</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>374111</Sole>
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			<None>0</None>
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		<nameOfIssuer>QUANTA SVCS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>74762E102</cusip>
		<value>12712009</value>
		<shrsOrPrnAmt>
			<sshPrnamt>23154</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>23154</Sole>
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			<None>0</None>
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		<nameOfIssuer>RANGE RES CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>75281A109</cusip>
		<value>12937293</value>
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			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>286350</Sole>
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			<None>0</None>
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		<nameOfIssuer>REGAL REXNORD CORPORATION</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>758750103</cusip>
		<value>8965447</value>
		<shrsOrPrnAmt>
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			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
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		<nameOfIssuer>RICE ACQUISITION CORP 3</nameOfIssuer>
		<titleOfClass>UNIT 99/99/9999</titleOfClass>
		<cusip>G7553X122</cusip>
		<value>5300000</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
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		<nameOfIssuer>ROCKWELL AUTOMATION INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>773903109</cusip>
		<value>4988073</value>
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			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>13899</Sole>
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		<nameOfIssuer>ROGERS CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>775133101</cusip>
		<value>2544902</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
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		<nameOfIssuer>SABLE OFFSHORE CORP</nameOfIssuer>
		<titleOfClass>COM SHS</titleOfClass>
		<cusip>78574H104</cusip>
		<value>16382239</value>
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			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>991661</Sole>
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		<nameOfIssuer>SELECT WATER SOLUTIONS INC</nameOfIssuer>
		<titleOfClass>CL A COM</titleOfClass>
		<cusip>81617J301</cusip>
		<value>5141137</value>
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			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>336022</Sole>
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		<nameOfIssuer>SEMPRA</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>816851109</cusip>
		<value>28536691</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>293678</Sole>
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		<nameOfIssuer>SHELL PLC</nameOfIssuer>
		<titleOfClass>SPON ADS</titleOfClass>
		<cusip>780259305</cusip>
		<value>19812069</value>
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			<sshPrnamt>213033</sshPrnamt>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>213033</Sole>
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		<nameOfIssuer>SLB LIMITED</nameOfIssuer>
		<titleOfClass>COM STK</titleOfClass>
		<cusip>806857108</cusip>
		<value>20348436</value>
		<shrsOrPrnAmt>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
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		<nameOfIssuer>SM ENERGY COMPANY</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>78454L100</cusip>
		<value>1027350</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>32949</Sole>
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		<nameOfIssuer>SOLARIS ENERGY INFRAS INC</nameOfIssuer>
		<titleOfClass>COM CL A</titleOfClass>
		<cusip>83418M103</cusip>
		<value>9263910</value>
		<shrsOrPrnAmt>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
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		<nameOfIssuer>SOLSTICE ADVANCED MATLS INC</nameOfIssuer>
		<titleOfClass>COM SHS</titleOfClass>
		<cusip>83443Q103</cusip>
		<value>1134708</value>
		<shrsOrPrnAmt>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
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		<nameOfIssuer>SOLV ENERGY INC</nameOfIssuer>
		<titleOfClass>COM SHS CL A</titleOfClass>
		<cusip>78475V103</cusip>
		<value>14804190</value>
		<shrsOrPrnAmt>
			<sshPrnamt>492980</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>492980</Sole>
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		<nameOfIssuer>SOUTHERN CO</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>842587107</cusip>
		<value>30810825</value>
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			<sshPrnamt>319217</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>319217</Sole>
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		<nameOfIssuer>SOUTHWEST GAS HLDGS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>844895102</cusip>
		<value>5031858</value>
		<shrsOrPrnAmt>
			<sshPrnamt>57904</sshPrnamt>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
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		<nameOfIssuer>STATE STR SPDR S&amp;P 500 ETF T</nameOfIssuer>
		<titleOfClass>TR UNIT</titleOfClass>
		<cusip>78462F103</cusip>
		<value>16258500</value>
		<shrsOrPrnAmt>
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			<sshPrnamtType>SH</sshPrnamtType>
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		<putCall>Put</putCall>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>25000</Sole>
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			<None>0</None>
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		<nameOfIssuer>STERLING INFRASTRUCTURE INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>859241101</cusip>
		<value>4564275</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>11207</Sole>
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		<nameOfIssuer>SUNCOR ENERGY INC NEW</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>867224107</cusip>
		<value>10311970</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>155982</Sole>
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		<nameOfIssuer>SUNOCOCORP LLC</nameOfIssuer>
		<titleOfClass>COM SHS LLC</titleOfClass>
		<cusip>86765Q106</cusip>
		<value>12465815</value>
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		<nameOfIssuer>TALEN ENERGY CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>87422Q109</cusip>
		<value>10109695</value>
		<shrsOrPrnAmt>
			<sshPrnamt>31669</sshPrnamt>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
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		<nameOfIssuer>TALON CAP CORP</nameOfIssuer>
		<titleOfClass>UNIT 08/27/2030</titleOfClass>
		<cusip>G86652115</cusip>
		<value>7355410</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>707251</Sole>
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			<None>0</None>
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	<infoTable>
		<nameOfIssuer>TAMBORAN RES CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>87507T101</cusip>
		<value>7486452</value>
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			<sshPrnamt>149759</sshPrnamt>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>149759</Sole>
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			<None>0</None>
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	<infoTable>
		<nameOfIssuer>TARGA RES CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>87612G101</cusip>
		<value>29551289</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>117861</Sole>
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		<nameOfIssuer>TC ENERGY CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>87807B107</cusip>
		<value>4885304</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
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		<nameOfIssuer>TECHNIPFMC PLC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>G87110105</cusip>
		<value>4886178</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
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		<nameOfIssuer>TENARIS S A</nameOfIssuer>
		<titleOfClass>SPONSORED ADS</titleOfClass>
		<cusip>88031M109</cusip>
		<value>5083012</value>
		<shrsOrPrnAmt>
			<sshPrnamt>87367</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>87367</Sole>
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			<None>0</None>
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		<nameOfIssuer>TEXAS PACIFIC LAND CORPORATI</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>88262P102</cusip>
		<value>14101076</value>
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			<sshPrnamt>29714</sshPrnamt>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>29714</Sole>
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		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>TOTALENERGIES SE</nameOfIssuer>
		<titleOfClass>ACT</titleOfClass>
		<cusip>F92124100</cusip>
		<value>10246622</value>
		<shrsOrPrnAmt>
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			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>112625</Sole>
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			<None>0</None>
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	<infoTable>
		<nameOfIssuer>TRANE TECHNOLOGIES PLC</nameOfIssuer>
		<titleOfClass>SHS</titleOfClass>
		<cusip>G8994E103</cusip>
		<value>6453219</value>
		<shrsOrPrnAmt>
			<sshPrnamt>15485</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>15485</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>UGI CORP NEW</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>902681105</cusip>
		<value>1993449</value>
		<shrsOrPrnAmt>
			<sshPrnamt>54735</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>54735</Sole>
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			<None>0</None>
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	<infoTable>
		<nameOfIssuer>VENTURE GLOBAL INC</nameOfIssuer>
		<titleOfClass>COM CL A</titleOfClass>
		<cusip>92333F101</cusip>
		<value>8878664</value>
		<shrsOrPrnAmt>
			<sshPrnamt>563367</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>563367</Sole>
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	<infoTable>
		<nameOfIssuer>VIPER ENERGY INC</nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>64361Q101</cusip>
		<value>6884270</value>
		<shrsOrPrnAmt>
			<sshPrnamt>146505</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>146505</Sole>
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	<infoTable>
		<nameOfIssuer>VISTRA CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>92840M102</cusip>
		<value>4921804</value>
		<shrsOrPrnAmt>
			<sshPrnamt>32740</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>32740</Sole>
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			<None>0</None>
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		<nameOfIssuer>VITESSE ENERGY INC</nameOfIssuer>
		<titleOfClass>COMMON STOCK</titleOfClass>
		<cusip>92852X103</cusip>
		<value>1856878</value>
		<shrsOrPrnAmt>
			<sshPrnamt>102251</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>102251</Sole>
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			<None>0</None>
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		<nameOfIssuer>WATERBRIDGE INFRASTRUCTURE L</nameOfIssuer>
		<titleOfClass>CL A SHS REPSTG</titleOfClass>
		<cusip>940923105</cusip>
		<value>4935522</value>
		<shrsOrPrnAmt>
			<sshPrnamt>184230</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>184230</Sole>
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			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>WEC ENERGY GROUP INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>92939U106</cusip>
		<value>5118886</value>
		<shrsOrPrnAmt>
			<sshPrnamt>44216</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>44216</Sole>
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		</votingAuthority>
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		<nameOfIssuer>WILLIAMS COS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>969457100</cusip>
		<value>6842048</value>
		<shrsOrPrnAmt>
			<sshPrnamt>94010</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>94010</Sole>
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			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>WOODWARD INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>980745103</cusip>
		<value>36706844</value>
		<shrsOrPrnAmt>
			<sshPrnamt>102556</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>102556</Sole>
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		</votingAuthority>
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		<nameOfIssuer>XCEL ENERGY INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>98389B100</cusip>
		<value>20379696</value>
		<shrsOrPrnAmt>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>256542</Sole>
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		<nameOfIssuer>XPLR INFRASTRUCTURE LP</nameOfIssuer>
		<titleOfClass>COM UNIT PART IN</titleOfClass>
		<cusip>65341B106</cusip>
		<value>5165366</value>
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			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>486381</Sole>
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