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
Estimated average burden
hours per response: 23.8
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
AEMETIS INC COM NEW 00770K202   9,164,508 1,748,952 SH   DFND 1,2 1,748,952 0 0
ALCOA CORP COM 013872106   27,410,324 806,186 SH   DFND 1,2 806,186 0 0
ALTC ACQUISITION CORP COM CL A 02156V109   29,922,827 2,833,601 SH   DFND 1,2 2,833,601 0 0
ALTUS POWER INC COM CL A 02217A102   23,736,641 3,475,350 SH   DFND 1,2 3,475,350 0 0
ARCH RESOURCES INC CL A 03940R107   23,126,394 139,366 SH   DFND 1,2 139,366 0 0
ASPEN AEROGELS INC COM 04523Y105   31,994,455 2,027,532 SH   DFND 1,2 2,027,532 0 0
ATLAS ENERGY SOLUTIONS INC COM NEW 642045108   21,171,232 1,229,456 SH   DFND 1,2 1,229,456 0 0
BAKER HUGHES COMPANY CL A 05722G100   41,955,301 1,227,481 SH   DFND 1,2 1,227,481 0 0
CADELER A S SPON ADR 12738K109   20,311,576 1,103,890 SH   DFND 1,2 1,103,890 0 0
CHESAPEAKE ENERGY CORP COM 165167735   51,532,489 669,775 SH   DFND 1,2 669,775 0 0
CHEVRON CORP NEW COM 166764100   25,763,064 172,721 SH   DFND 1,2 172,721 0 0
CIVITAS RESOURCES INC COM NEW 17888H103   30,614,273 447,708 SH   DFND 1,2 447,708 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101   15,315,000 750,000 SH   DFND 1,2 750,000 0 0
COMMERCIAL METALS CO COM 201723103   17,514,000 350,000 SH   DFND 1,2 350,000 0 0
COMSTOCK RES INC COM 205768302   31,030,206 3,506,238 SH   DFND 1,2 3,506,238 0 0
CRESCENT PT ENERGY CORP COM 22576C101   15,585,868 2,245,196 SH   DFND 1,2 2,245,196 0 0
DARLING INGREDIENTS INC COM 237266101   12,460,000 250,000 SH   DFND 1,2 250,000 0 0
ENERPLUS CORP COM 292766102   34,932,126 2,276,952 SH   DFND 1,2 2,276,952 0 0
FLUENCE ENERGY INC COM CL A 34379V103   34,111,105 1,430,235 SH   DFND 1,2 1,430,235 0 0
FREYR BATTERY INC SHS L4135L100   25,176,311 13,463,268 SH   DFND 1,2 13,463,268 0 0
FREYR BATTERY INC *W EXP 09/01/202 L4135L118   71,093 355,465 SH   DFND 1,2 355,465 0 0
GOLDEN OCEAN GROUP LTD SHS NEW G39637205   16,966,042 1,738,324 SH   DFND 1,2 1,738,324 0 0
GREENFIRE RES LTD NEW COM SHS 39525U107   14,857,871 3,057,175 SH   DFND 1,2 3,057,175 0 0
HELIX ENERGY SOLUTIONS GRP I COM 42330P107   17,234,708 1,676,528 SH   DFND 1,2 1,676,528 0 0
HF SINCLAIR CORP COM 403949100   15,003,900 270,000 SH   DFND 1,2 270,000 0 0
HUDBAY MINERALS INC COM 443628102   25,719,986 4,670,700 SH   DFND 1,2 4,670,700 0 0
ITRON INC COM 465741106   24,940,349 330,292 SH   DFND 1,2 330,292 0 0
KIRBY CORP COM 497266106   52,711,092 671,650 SH   DFND 1,2 671,650 0 0
KODIAK GAS SVCS INC COM 50012A108   21,426,725 1,067,068 SH   DFND 1,2 1,067,068 0 0
KOSMOS ENERGY LTD COM 500688106   50,017,803 7,454,218 SH   DFND 1,2 7,454,218 0 0
MARATHON OIL CORP COM 565849106   42,602,464 1,763,347 SH   DFND 1,2 1,763,347 0 0
MATSON INC COM 57686G105   20,266,684 184,915 SH   DFND 1,2 184,915 0 0
NEW FORTRESS ENERGY INC COM CL A 644393100   139,872,769 3,707,203 SH   DFND 1,2 3,707,203 0 0
NEXGEN ENERGY LTD COM 65340P106   14,077,880 2,010,464 SH   DFND 1,2 2,010,464 0 0
NEXTRACKER INC CLASS A COM 65290E101   46,238,420 986,946 SH   DFND 1,2 986,946 0 0
OPAL FUELS INC CLASS A COM 68347P103   15,132,362 2,741,370 SH   DFND 1,2 2,741,370 0 0
PRECISION DRILLING CORP COM NEW 74022D407   36,725,990 675,649 SH   DFND 1,2 675,649 0 0
PROFRAC HLDG CORP CLASS A COM 74319N100   27,000,634 3,184,037 SH   DFND 1,2 3,184,037 0 0
PROPETRO HLDG CORP COM 74347M108   12,506,312 1,492,400 SH   DFND 1,2 1,492,400 0 0
PURECYCLE TECHNOLOGIES INC COM 74623V103   10,325,560 2,549,521 SH   DFND 1,2 2,549,521 0 0
QUANTA SVCS INC COM 74762E102   42,966,427 199,103 SH   DFND 1,2 199,103 0 0
RANGER ENERGY SVCS INC COM CL A 75282U104   15,494,767 1,514,640 SH   DFND 1,2 1,514,640 0 0
RIO TINTO PLC SPONSORED ADR 767204100   18,615,000 250,000 SH   DFND 1,2 250,000 0 0
SCORPIO TANKERS INC SHS Y7542C130   16,651,965 273,881 SH   DFND 1,2 273,881 0 0
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107   105,713,274 6,802,656 SH   DFND 1,2 6,802,656 0 0
SITIO ROYALTIES CORP CLASS A COM 82983N108   11,208,440 476,752 SH   DFND 1,2 476,752 0 0
SOUTHWESTERN ENERGY CO COM 845467109   62,562,109 9,551,467 SH   DFND 1,2 9,551,467 0 0
STAR BULK CARRIERS CORP. SHS PAR Y8162K204   19,134,000 900,000 SH   DFND 1,2 900,000 0 0
SUNCOR ENERGY INC NEW COM 867224107   43,835,681 1,367,064 SH   DFND 1,2 1,367,064 0 0
SUNNOVA ENERGY INTL INC. COM 86745K104   7,062,107 463,089 SH   DFND 1,2 463,089 0 0
TEEKAY TANKERS LTD CL A Y8565N300   12,430,937 248,768 SH   DFND 1,2 248,768 0 0
TENARIS S A SPONSORED ADS 88031M109   17,380,000 500,000 SH   DFND 1,2 500,000 0 0
TIDEWATER INC NEW COM 88642R109   84,705,742 1,174,674 SH   DFND 1,2 1,174,674 0 0
URANIUM ENERGY CORP COM 916896103   10,705,850 1,672,789 SH   DFND 1,2 1,672,789 0 0
VALE S A SPONSORED ADS 91912E105   76,521,074 4,824,784 SH   DFND 1,2 4,824,784 0 0
VERMILION ENERGY INC COM 923725105   18,094,950 1,500,000 SH   DFND 1,2 1,500,000 0 0
ZIM INTEGRATED SHIPPING SERV SHS M9T951109   20,526,234 2,079,659 SH   DFND 1,2 2,079,659 0 0