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   4,302,000 300,000 SH   SOLE   300,000 0 0
ANTERO RESOURCES CORP COM 03674X106   8,615,000 250,000 SH Call SOLE   250,000 0 0
CAMECO CORP COM 13321L108   11,893,700 130,000 SH   SOLE   130,000 0 0
CAMECO CORP COM 13321L108   3,659,600 40,000 SH Call SOLE   40,000 0 0
CAMECO CORP COM 13321L108   13,723,500 150,000 SH Put SOLE   150,000 0 0
CONSTELLATION ENERGY CORP COM 21037T109   1,589,715 4,500 SH   SOLE   4,500 0 0
HUT 8 CORP COM 44812J104   826,920 18,000 SH   SOLE   18,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   18,462,000 75,000 SH Put SOLE   75,000 0 0
IVANHOE ELECTRIC INC COM 46578C108   15,181,400 950,025 SH   SOLE   950,025 0 0
IVANHOE ELECTRIC INC COM 46578C108   12,784,000 800,000 SH Put SOLE   800,000 0 0
KODIAK GAS SVCS INC COM 50012A108   40,990,400 1,096,000 SH   SOLE   1,096,000 0 0
KODIAK GAS SVCS INC COM 50012A108   37,441,140 1,001,100 SH Put SOLE   1,001,100 0 0
NEXTDECADE CORP COM 65342K105   3,162,000 600,000 SH   SOLE   600,000 0 0
NEXTDECADE CORP COM 65342K105   3,689,000 700,000 SH Put SOLE   700,000 0 0
NUSCALE PWR CORP CL A COM 67079K100   1,133,600 80,000 SH Put SOLE   80,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   52,848,800 77,500 SH Put SOLE   77,500 0 0
TALEN ENERGY CORP COM 87422Q109   3,748,400 10,000 SH   SOLE   10,000 0 0
VENTURE GLOBAL INC COM CL A 92333F101   4,262,500 625,000 SH Put SOLE   625,000 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   2,835,175 17,500 SH   SOLE   17,500 0 0
VISTRA CORP COM 92840M102   22,586,200 140,000 SH Call SOLE   140,000 0 0
WILLIAMS COS INC COM 969457100   19,716,080 328,000 SH   SOLE   328,000 0 0
WILLIAMS COS INC COM 969457100   21,038,500 350,000 SH Put SOLE   350,000 0 0
XPLR INFRASTRUCTURE LP COM UNIT PART IN 65341B106   21,000,000 2,100,000 SH   SOLE   2,100,000 0 0
XPLR INFRASTRUCTURE LP COM UNIT PART IN 65341B106   22,000,000 2,200,000 SH Put SOLE   2,200,000 0 0
XPLR INFRASTRUCTURE LP COM UNIT PART IN 65341B106   1,500,000 150,000 SH Call SOLE   150,000 0 0