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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ANTERO RESOURCES CORP COM 03674X106 43,415 1,091,918 SH   SOLE   1,091,918 0 0
CAMECO CORP COM 13321L108 39,380 1,355,173 SH   SOLE   1,355,173 0 0
CHENIERE ENERGY INC COM NEW 16411R208 6,699 38,925 SH   SOLE   38,925 0 0
CHESAPEAKE ENERGY CORP COM 165167735 399 3,850 SH   SOLE   3,850 0 0
DEVON ENERGY CORP NEW COM 25179M103 1,028 14,800 SH   SOLE   14,800 0 0
DIAMONDBACK ENERGY INC COM 25278X109 1,037 7,700 SH   SOLE   7,700 0 0
ENERGY VAULT HOLDINGS INC COM 29280W109 16,845 3,872,474 SH   SOLE   3,872,474 0 0
FORUM ENERGY TECHNOLOGIES IN COM 34984V209 981 38,900 SH   SOLE   38,900 0 0
IVANHOE ELECTRIC INC COM 46578C108 29,930 3,729,032 SH   SOLE   3,729,032 0 0
LIBERTY ENERGY INC COM CL A 53115L104 466 32,200 SH   SOLE   32,200 0 0
LINDE PLC SHS G5494J103 21,521 76,073 SH   SOLE   76,073 0 0
NATIONAL ENERGY SERVICES REU SHS G6375R107 511 68,900 SH   SOLE   68,900 0 0
NEWMONT CORP COM 651639106 21,061 496,727 SH   SOLE   496,727 0 0
NEXTERA ENERGY INC COM 65339F101 22,464 261,179 SH   SOLE   261,179 0 0
NUSCALE PWR CORP CL A COM 67079K100 16,754 1,222,945 SH   SOLE   1,222,945 0 0
OVINTIV INC COM 69047Q102 647 12,598 SH   SOLE   12,598 0 0
RANGE RES CORP COM 75281A109 27,731 882,870 SH   SOLE   882,870 0 0
RICE ACQUISITION CORP II *W EXP 99/99/999 G75529126 45 110,252 SH   SOLE   110,252 0 0
SCHLUMBERGER LTD COM STK 806857108 1,082 27,300 SH   SOLE   27,300 0 0
SMART SAND INC COM 83191H107 607 349,000 SH   SOLE   349,000 0 0
TURQUOISE HILL RES LTD COM 900435207 137,933 4,452,323 SH   SOLE   4,452,323 0 0
U S SILICA HLDGS INC COM 90346E103 670 51,350 SH   SOLE   51,350 0 0