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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
5E ADVANCED MATERIALS INC COMMON STOCK 33830Q109   109,065 48,259 SH   SOLE   48,259 0 0
AEMETIS INC COM NEW 00770K202   134,149 32,325 SH   SOLE   32,325 0 0
AES CORP COM 00130H105   8,549,711 562,481 SH   SOLE   562,481 0 0
ALLIANT ENERGY CORP COM 018802108   23,364,140 482,232 SH   SOLE   482,232 0 0
ALTUS POWER INC COM CL A 02217A102   2,681,228 510,710 SH   SOLE   510,710 0 0
AMEREN CORP COM 023608102   4,243,460 56,708 SH   SOLE   56,708 0 0
AMERESCO INC CL A 02361E108   7,220,630 187,257 SH   SOLE   187,257 0 0
ANTERO RESOURCES CORP COM 03674X106   14,042,881 553,305 SH   SOLE   553,305 0 0
ANTERO RESOURCES CORP COM 03674X106   10,152,000 400,000 SH Call SOLE   400,000 0 0
APTIV PLC SHS G6095L109   4,915,697 49,860 SH   SOLE   49,860 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100   9,040,716 407,423 SH   SOLE   407,423 0 0
BAKER HUGHES COMPANY CL A 05722G100   10,639,055 301,219 SH   SOLE   301,219 0 0
BAYTEX ENERGY CORP COM 07317Q105   15,435,000 3,500,000 SH   SOLE   3,500,000 0 0
BENSON HILL INC *W EXP 09/29/202 082490111   2,807 85,070 SH   SOLE   85,070 0 0
BP PLC SPONSORED ADR 055622104   12,692,803 327,810 SH   SOLE   327,810 0 0
BUNGE LIMITED COM G16962105   6,566,120 60,657 SH   SOLE   60,657 0 0
CALLON PETE CO DEL COM 13123X508   8,239,376 210,618 SH   SOLE   210,618 0 0
CENOVUS ENERGY INC COM 15135U109   23,530,285 1,130,177 SH   SOLE   1,130,177 0 0
CENTERPOINT ENERGY INC COM 15189T107   18,368,541 684,117 SH   SOLE   684,117 0 0
CF INDS HLDGS INC COM 125269100   16,970,775 197,933 SH   SOLE   197,933 0 0
CHART INDS INC COM 16115Q308   8,571,002 50,680 SH   SOLE   50,680 0 0
CHENIERE ENERGY INC COM NEW 16411R208   27,105,749 163,327 SH   SOLE   163,327 0 0
CLEAN ENERGY FUELS CORP COM 184499101   4,860,890 1,269,162 SH   SOLE   1,269,162 0 0
CLEARWAY ENERGY INC CL C 18539C204   1,330,435 62,875 SH   SOLE   62,875 0 0
CMS ENERGY CORP COM 125896100   14,667,070 276,164 SH   SOLE   276,164 0 0
CONOCOPHILLIPS COM 20825C104   7,721,709 64,455 SH   SOLE   64,455 0 0
COTERRA ENERGY INC COM 127097103   6,145,760 227,200 SH   SOLE   227,200 0 0
CRESCENT ENERGY COMPANY CL A COM 44952J104   3,958,848 313,200 SH   SOLE   313,200 0 0
CSX CORP COM 126408103   4,310,996 140,195 SH   SOLE   140,195 0 0
DARLING INGREDIENTS INC COM 237266101   13,816,975 264,693 SH   SOLE   264,693 0 0
DELEK US HLDGS INC NEW COM 24665A103   14,225,682 500,728 SH   SOLE   500,728 0 0
DIAMOND OFFSHORE DRILLING IN COM 25271C201   178,068 12,130 SH   SOLE   12,130 0 0
DMC GLOBAL INC COM 23291C103   1,566,104 64,001 SH   SOLE   64,001 0 0
DOMINION ENERGY INC COM 25746U109   17,868,000 400,000 SH Call SOLE   400,000 0 0
DOMINION ENERGY INC COM 25746U109   12,580,546 281,633 SH   SOLE   281,633 0 0
DRILLING TOOLS INTL CORP COM 26205E107   40,248 10,320 SH   SOLE   10,320 0 0
DTE ENERGY CO COM 233331107   7,702,142 77,580 SH   SOLE   77,580 0 0
DTE ENERGY CO COM 233331107   9,928,000 100,000 SH Call SOLE   100,000 0 0
ECOVYST INC COM 27923Q109   1,785,271 181,430 SH   SOLE   181,430 0 0
ENERGY VAULT HOLDINGS INC COM 29280W109   255 100 SH   SOLE   100 0 0
ENTERGY CORP NEW COM 29364G103   12,542,723 135,597 SH   SOLE   135,597 0 0
EQT CORP COM 26884L109   14,853,984 366,042 SH   SOLE   366,042 0 0
EQUITRANS MIDSTREAM CORP COM 294600101   17,627,003 1,881,217 SH   SOLE   1,881,217 0 0
EVERGY INC COM 30034W106   12,607,823 248,675 SH   SOLE   248,675 0 0
EXXON MOBIL CORP COM 30231G102   17,060,858 145,100 SH   SOLE   145,100 0 0
EXXON MOBIL CORP COM 30231G102   23,516,000 200,000 SH Call SOLE   200,000 0 0
FIRSTENERGY CORP COM 337932107   11,729,961 343,182 SH   SOLE   343,182 0 0
GENERAL MTRS CO COM 37045V100   4,111,359 124,700 SH   SOLE   124,700 0 0
GEVO INC COM PAR 374396406   1,725,893 1,450,330 SH   SOLE   1,450,330 0 0
GOODYEAR TIRE & RUBR CO COM 382550101   9,497,427 764,073 SH   SOLE   764,073 0 0
GRANITE RIDGE RESOURCES INC COM 387432107   1,037,000 170,000 SH   SOLE   170,000 0 0
GULFPORT ENERGY CORP COMMON SHARES 402635502   3,096,551 26,096 SH   SOLE   26,096 0 0
HESS MIDSTREAM LP CL A SHS 428103105   1,884,536 64,694 SH   SOLE   64,694 0 0
HF SINCLAIR CORP COM 403949100   8,140,421 142,990 SH   SOLE   142,990 0 0
HUDBAY MINERALS INC COM 443628102   5,290,145 1,086,272 SH   SOLE   1,086,272 0 0
IMPERIAL OIL LTD COM NEW 453038408   11,819,922 191,913 SH   SOLE   191,913 0 0
KBR INC COM 48242W106   6,306,580 107,000 SH   SOLE   107,000 0 0
KIMBELL RTY PARTNERS LP UNIT 49435R102   14,125,472 882,842 SH   SOLE   882,842 0 0
KINETIK HOLDINGS INC COM NEW CL A 02215L209   680,501 20,163 SH   SOLE   20,163 0 0
LIVENT CORP COM 53814L108   7,728,684 419,809 SH   SOLE   419,809 0 0
MARATHON OIL CORP COM 565849106   14,734,007 550,804 SH   SOLE   550,804 0 0
MARATHON PETE CORP COM 56585A102   30,268,000 200,000 SH Put SOLE   200,000 0 0
MYR GROUP INC DEL COM 55405W104   3,908,444 29,003 SH   SOLE   29,003 0 0
NEXTDECADE CORP COM 65342K105   16,828,534 3,286,823 SH   SOLE   3,286,823 0 0
NEXTERA ENERGY INC COM 65339F101   11,458,000 200,000 SH Call SOLE   200,000 0 0
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106   8,287,785 279,050 SH   SOLE   279,050 0 0
NISOURCE INC COM 65473P105   8,320,146 337,121 SH   SOLE   337,121 0 0
NRG ENERGY INC COM NEW 629377508   14,597,385 378,956 SH   SOLE   378,956 0 0
NUVVE HOLDING CORP COM 67079Y100   162,592 479,621 SH   SOLE   479,621 0 0
OBSIDIAN ENERGY LTD COM 674482203   1,448,783 176,251 SH   SOLE   176,251 0 0
OCCIDENTAL PETE CORP COM 674599105   16,672,668 256,977 SH   SOLE   256,977 0 0
ONEOK INC NEW COM 682680103   22,200,500 350,000 SH Call SOLE   350,000 0 0
ONEOK INC NEW COM 682680103   31,927,554 503,351 SH   SOLE   503,351 0 0
OPAL FUELS INC CLASS A COM 68347P103   5,402,898 658,890 SH   SOLE   658,890 0 0
OVINTIV INC COM 69047Q102   12,695,386 266,878 SH   SOLE   266,878 0 0
PAR PAC HOLDINGS INC COM NEW 69888T207   2,918,723 81,211 SH   SOLE   81,211 0 0
PERIMETER SOLUTIONS SA COMMON STOCK L7579L106   1,154,349 254,262 SH   SOLE   254,262 0 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105   28,462,430 2,038,856 SH   SOLE   2,038,856 0 0
PHILLIPS 66 COM 718546104   25,899,053 215,556 SH   SOLE   215,556 0 0
PHILLIPS 66 COM 718546104   12,015,000 100,000 SH Call SOLE   100,000 0 0
PIEDMONT LITHIUM INC COM 72016P105   3,709,965 93,450 SH   SOLE   93,450 0 0
PIONEER NAT RES CO COM 723787107   25,285,392 110,152 SH   SOLE   110,152 0 0
PIONEER NAT RES CO COM 723787107   22,955,000 100,000 SH Call SOLE   100,000 0 0
PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207   3,912,759 242,727 SH   SOLE   242,727 0 0
PNM RES INC COM 69349H107   13,469,320 301,935 SH   SOLE   301,935 0 0
POWER & DIGITAL INFRASTRUCTU *W EXP 12/09/202 73919C118   7,500 75,000 SH   SOLE   75,000 0 0
PPL CORP COM 69351T106   5,766,004 244,737 SH   SOLE   244,737 0 0
PRIMORIS SVCS CORP COM 74164F103   7,121,655 217,588 SH   SOLE   217,588 0 0
PYROPHYTE ACQUISITION CORP *W EXP 05/03/202 G7308P127   1,031 12,500 SH   SOLE   12,500 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103   253,823 10,454 SH   SOLE   10,454 0 0
SHELL PLC SPON ADS 780259305   32,823,177 509,835 SH   SOLE   509,835 0 0
SHERWIN WILLIAMS CO COM 824348106   6,371,149 24,980 SH   SOLE   24,980 0 0
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107   4,201,114 230,198 SH   SOLE   230,198 0 0
SILVERBOW RES INC COM 82836G102   7,361,716 205,807 SH   SOLE   205,807 0 0
SOLID POWER INC CLASS A COM 83422N105   4,316,413 2,136,838 SH   SOLE   2,136,838 0 0
SOUTHERN CO COM 842587107   5,876,382 90,797 SH   SOLE   90,797 0 0
SOUTHWEST GAS HLDGS INC COM 844895102   817,529 13,533 SH   SOLE   13,533 0 0
SPIRE INC COM 84857L101   104,503 1,847 SH   SOLE   1,847 0 0
STEM INC COM 85859N102   3,728,999 879,481 SH   SOLE   879,481 0 0
SUNNOVA ENERGY INTL INC. COM 86745K104   2,917,643 278,667 SH   SOLE   278,667 0 0
TARGA RES CORP COM 87612G101   8,572,000 100,000 SH Put SOLE   100,000 0 0
TECK RESOURCES LTD CL B 878742204   28,930,626 671,400 SH   SOLE   671,400 0 0
TENARIS S A SPONSORED ADS 88031M109   3,453,690 109,294 SH   SOLE   109,294 0 0
THE LION ELECTRIC COMPANY COMMON STOCK 536221104   105,783 55,384 SH   SOLE   55,384 0 0
TRANSALTA CORP COM 89346D107   15,612,136 1,792,078 SH   SOLE   1,792,078 0 0
TRITIUM DCFC LIMITED ORDINARY SHARES Q9225T108   19,270 63,640 SH   SOLE   63,640 0 0
UGI CORP NEW COM 902681105   3,450,000 150,000 SH Call SOLE   150,000 0 0
UGI CORP NEW COM 902681105   2,300,000 100,000 SH Call SOLE   100,000 0 0
UGI CORP NEW COM 902681105   6,900,000 300,000 SH Call SOLE   300,000 0 0
UNION PAC CORP COM 907818108   8,495,240 41,719 SH   SOLE   41,719 0 0
VALERO ENERGY CORP COM 91913Y100   14,171,000 100,000 SH Put SOLE   100,000 0 0
WASTE MGMT INC DEL COM 94106L109   7,570,170 49,660 SH   SOLE   49,660 0 0
WESCO INTL INC COM 95082P105   3,667,410 25,500 SH   SOLE   25,500 0 0
WEX INC COM 96208T104   15,542,441 82,633 SH   SOLE   82,633 0 0