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
ANTERO RESOURCES CORP COM 03674X106   12,949,599 435,427 SH   SOLE   435,427 0 0
CAMECO CORP COM 13321L108   64,663,346 1,894,619 SH   SOLE   1,894,619 0 0
CHENIERE ENERGY INC COM NEW 16411R208   4,276,010 27,321 SH   SOLE   27,321 0 0
DEVON ENERGY CORP NEW COM 25179M103   337,027 5,300 SH   SOLE   5,300 0 0
DIAMOND OFFSHORE DRILLING IN COM 25271C201   1,474,200 130,000 SH   SOLE   130,000 0 0
DIAMONDBACK ENERGY INC COM 25278X109   1,263,588 8,700 SH   SOLE   8,700 0 0
ENERGY VAULT HOLDINGS INC COM 29280W109   15,813,312 3,953,328 SH   SOLE   3,953,328 0 0
ENOVIX CORPORATION COM 293594107   16,211 1,965 SH   SOLE   1,965 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107   35,285,096 1,370,295 SH   SOLE   1,370,295 0 0
ENVIVA INC COM 29415B103   21,479 420 SH   SOLE   420 0 0
EOS ENERGY ENTERPRISES INC COM CL A 29415C101   23,285 14,027 SH   SOLE   14,027 0 0
ESS TECH INC COMMON STOCK 26916J106   24,218 9,805 SH   SOLE   9,805 0 0
FORUM ENERGY TECHNOLOGIES IN COM 34984V209   1,272,832 43,770 SH   SOLE   43,770 0 0
FREYR BATTERY SHS L4135L100   500,860 46,722 SH   SOLE   46,722 0 0
GENERAC HLDGS INC COM 368736104   43,191 380 SH   SOLE   380 0 0
IVANHOE ELECTRIC INC COM 46578C108   58,858,657 4,034,178 SH   SOLE   4,034,178 0 0
LINDE PLC SHS G5494J103   29,734,454 88,996 SH   SOLE   88,996 0 0
LYFT INC CL A COM 55087P104   14,490 1,000 SH   SOLE   1,000 0 0
NATIONAL ENERGY SERVICES REU SHS G6375R107   831,996 108,900 SH   SOLE   108,900 0 0
NEW FORTRESS ENERGY INC COM CL A 644393100   43,035 1,108 SH   SOLE   1,108 0 0
NEWMONT CORP COM 651639106   25,553,468 470,165 SH   SOLE   470,165 0 0
NEXTERA ENERGY INC COM 65339F101   22,115,283 261,163 SH   SOLE   261,163 0 0
NUSCALE PWR CORP CL A COM 67079K100   11,952,777 1,097,592 SH   SOLE   1,097,592 0 0
OVINTIV INC COM 69047Q102   821,977 16,348 SH   SOLE   16,348 0 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105   1,195,386 119,300 SH   SOLE   119,300 0 0
QUANTUMSCAPE CORP COM CL A 74767V109   40,944 4,933 SH   SOLE   4,933 0 0
RANGE RES CORP COM 75281A109   7,581,446 301,090 SH   SOLE   301,090 0 0
RICE ACQUISITION CORP II SHS CL A G75529100   16,512 1,622 SH   SOLE   1,622 0 0
RICE ACQUISITION CORP II *W EXP 99/99/999 G75529126   12,712 10,252 SH   SOLE   10,252 0 0
SCHLUMBERGER LTD COM STK 806857108   582,800 10,000 SH   SOLE   10,000 0 0
SMART SAND INC COM 83191H107   706,200 330,000 SH   SOLE   330,000 0 0
STEM INC COM 85859N102   33,667 3,418 SH   SOLE   3,418 0 0
TESLA INC COM 88160R101   998,050 8,154 SH   SOLE   8,154 0 0