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
NISOURCE INC COM 65473P105   103,947,578 3,915,163 SH   SOLE None 3,915,163 0 0
ENTERGY CORP NEW COM 29364G103   75,585,995 746,971 SH   SOLE None 746,971 0 0
NEW FORTRESS ENERGY INC COM CL A 644393100   59,528,394 1,577,747 SH   SOLE None 1,577,747 0 0
DT MIDSTREAM INC COMMON STOCK 23345M107   47,461,951 866,094 SH   SOLE None 866,094 0 0
TARGA RES CORP COM 87612G101   45,745,047 526,592 SH   SOLE None 526,592 0 0
CMS ENERGY CORP COM 125896100   45,116,441 776,932 SH   SOLE None 776,932 0 0
PORTLAND GEN ELEC CO COM NEW 736508847   34,612,971 798,638 SH   SOLE None 798,638 0 0
PEMBINA PIPELINE CORP COM 706327103   32,075,510 932,498 SH   SOLE None 932,498 0 0
APTIV PLC SHS G6095L109   26,391,317 294,152 SH   SOLE None 294,152 0 0
ALLIANT ENERGY CORP COM 018802108   23,429,839 456,722 SH   SOLE None 456,722 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104   21,100,161 93,791 SH   SOLE None 93,791 0 0
EQT CORP COM 26884L109   20,878,101 540,044 SH   SOLE None 540,044 0 0
ADIENT PLC ORD SHS G0084W101   20,201,252 555,590 SH   SOLE None 555,590 0 0
KODIAK GAS SVCS INC COM 50012A108   19,788,900 985,503 SH   SOLE None 985,503 0 0
ATLAS ENERGY SOLUTIONS INC COM NEW 642045108   19,620,916 1,139,426 SH   SOLE None 1,139,426 0 0
DUPONT DE NEMOURS INC COM 26614N102   18,043,239 234,541 SH   SOLE None 234,541 0 0
DTE ENERGY CO COM 233331107   17,889,575 162,249 SH   SOLE None 162,249 0 0
BP PLC SPONSORED ADR 055622104   17,692,814 499,797 SH   SOLE None 499,797 0 0
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107   16,159,409 1,039,859 SH   SOLE None 1,039,859 0 0
PPL CORP COM 69351T106   15,996,046 590,260 SH   SOLE None 590,260 0 0
MARATHON OIL CORP COM 565849106   15,759,544 652,299 SH   SOLE None 652,299 0 0
MAGNOLIA OIL & GAS CORP CL A 559663109   15,601,014 732,786 SH   SOLE None 732,786 0 0
EXELON CORP COM 30161N101   15,029,068 418,637 SH   SOLE None 418,637 0 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105   14,677,759 1,079,247 SH   SOLE None 1,079,247 0 0
CONOCOPHILLIPS COM 20825C104   13,546,646 116,711 SH   SOLE None 116,711 0 0
COTERRA ENERGY INC COM 127097103   11,484,715 450,028 SH   SOLE None 450,028 0 0
DIAMONDBACK ENERGY INC COM 25278X109   11,442,888 73,787 SH   SOLE None 73,787 0 0
NORTHERN OIL & GAS INC COM 665531307   9,475,500 255,611 SH   SOLE None 255,611 0 0
ALLETE INC COM NEW 018522300   9,435,581 154,277 SH   SOLE None 154,277 0 0
CENOVUS ENERGY INC COM 15135U109   8,689,069 521,866 SH   SOLE None 521,866 0 0
ENERPLUS CORP COM 292766102   8,689,035 566,626 SH   SOLE None 566,626 0 0
SPDR SER TR S&P OILGAS EXP 78468R556   8,624,919 62,997 SH   SOLE None 62,997 0 0
NATIONAL ENERGY SERVICES REU SHS G6375R107   8,247,670 1,352,077 SH   SOLE None 1,352,077 0 0
CORTEVA INC COM 22052L104   8,141,177 169,891 SH   SOLE None 169,891 0 0
XCEL ENERGY INC COM 98389B100   7,371,562 119,069 SH   SOLE None 119,069 0 0
NET POWER INC COM CL A 64107A105   7,290,220 721,804 SH   SOLE None 721,804 0 0
GREEN PLAINS INC COM 393222104   6,317,333 250,489 SH   SOLE None 250,489 0 0
PG&E CORP COM 69331C108   5,409,000 300,000 SH   SOLE None 300,000 0 0
DOW INC COM 260557103   5,063,597 92,334 SH   SOLE None 92,334 0 0
MICROSOFT CORP COM 594918104   4,791,502 12,742 SH   SOLE None 12,742 0 0
GULFPORT ENERGY CORP COMMON SHARES 402635502   4,662,000 35,000 SH   SOLE None 35,000 0 0
TALOS ENERGY INC COM 87484T108   4,439,305 311,968 SH   SOLE None 311,968 0 0
SONIC AUTOMOTIVE INC CL A 83545G102   4,173,255 74,244 SH   SOLE None 74,244 0 0
CALLON PETE CO DEL COM 13123X508   4,076,762 125,826 SH   SOLE None 125,826 0 0
PBF ENERGY INC CL A 69318G106   3,935,651 89,528 SH   SOLE None 89,528 0 0
MURPHY OIL CORP COM 626717102   3,720,549 87,214 SH   SOLE None 87,214 0 0
TOYOTA MOTOR CORP ADS 892331307   3,709,961 20,231 SH   SOLE None 20,231 0 0
OVINTIV INC COM 69047Q102   3,556,071 80,967 SH   SOLE None 80,967 0 0
ALTC ACQUISITION CORP COM CL A 02156V109   2,883,577 273,066 SH   SOLE None 273,066 0 0
VISTEON CORP COM NEW 92839U206   2,834,855 22,697 SH   SOLE None 22,697 0 0
MOBILEYE GLOBAL INC COMMON CLASS A 60741F104   2,656,512 61,323 SH   SOLE None 61,323 0 0
AURORA INNOVATION INC CLASS A COM 051774107   2,583,111 591,101 SH   SOLE None 591,101 0 0
RPM INTL INC COM 749685103   2,561,574 22,947 SH   SOLE None 22,947 0 0
OPAL FUELS INC CLASS A COM 68347P103   2,114,811 383,118 SH   SOLE None 383,118 0 0
EVERGY INC COM 30034W106   2,070,826 39,671 SH   SOLE None 39,671 0 0
VALERO ENERGY CORP COM 91913Y100   1,563,640 12,028 SH   SOLE None 12,028 0 0
CENTERPOINT ENERGY INC COM 15189T107   1,446,213 50,620 SH   SOLE None 50,620 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   1,425,930 3,000 SH   SOLE None 3,000 0 0
PINNACLE WEST CAP CORP COM 723484101   1,379,975 19,209 SH   SOLE None 19,209 0 0
STEM INC COM 85859N102   1,326,265 341,821 SH   SOLE None 341,821 0 0
GENERAL MTRS CO COM 37045V100   1,237,731 34,458 SH   SOLE None 34,458 0 0
TUSIMPLE HLDGS INC CL A 90089L108   1,047,444 1,193,260 SH   SOLE None 1,193,260 0 0
PHINIA INC COMMON STOCK 71880K101   945,533 31,216 SH   SOLE None 31,216 0 0
ARIS WATER SOLUTIONS INC CLASS A COM 04041L106   936,618 111,635 SH   SOLE None 111,635 0 0
PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207   931,017 58,371 SH   SOLE None 58,371 0 0
AXALTA COATING SYS LTD COM G0750C108   920,485 27,097 SH   SOLE None 27,097 0 0
NUTRIEN LTD COM 67077M108   862,412 15,310 SH   SOLE None 15,310 0 0
ALGOMA STL GROUP INC COM 015658107   861,005 85,843 SH   SOLE None 85,843 0 0
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102   860,165 22,895 SH   SOLE None 22,895 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109   855,405 2,807 SH   SOLE None 2,807 0 0
FORD MTR CO DEL COM 345370860   839,440 68,863 SH   SOLE None 68,863 0 0
PPG INDS INC COM 693506107   825,366 5,519 SH   SOLE None 5,519 0 0
SOUTHERN CO COM 842587107   806,660 11,504 SH   SOLE None 11,504 0 0
NRG ENERGY INC COM NEW 629377508   694,124 13,426 SH   SOLE None 13,426 0 0
GOODYEAR TIRE & RUBR CO COM 382550101   538,504 37,605 SH   SOLE None 37,605 0 0
GOLDEN STAR ACQUISITION CORP UNIT 05/01/2028 G4023C127   533,000 50,000 SH   SOLE None 50,000 0 0
COMSTOCK RES INC COM 205768302   489,936 55,360 SH   SOLE None 55,360 0 0
CSX CORP COM 126408103   483,369 13,942 SH   SOLE None 13,942 0 0
ENERFLEX LTD COM 29269R105   476,762 103,060 SH   SOLE None 103,060 0 0
AMERICAN AXLE & MFG HLDGS IN COM 024061103   476,013 54,031 SH   SOLE None 54,031 0 0
BORGWARNER INC COM 099724106   456,586 12,736 SH   SOLE None 12,736 0 0
PIEDMONT LITHIUM INC COM 72016P105   402,899 14,272 SH   SOLE None 14,272 0 0
DANA INC COM 235825205   371,620 25,436 SH   SOLE None 25,436 0 0
NORFOLK SOUTHN CORP COM 655844108   329,041 1,392 SH   SOLE None 1,392 0 0
LITHIUM AMERS CORP NEW COM SHS 53681J103   301,862 47,166 SH   SOLE None 47,166 0 0
LITHIUM AMERICAS ARGENTINA C COM SHS 53681K100   298,089 47,166 SH   SOLE None 47,166 0 0