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
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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   2,319,320 294,330 SH   SOLE   294,330 0 0
ALGONQUIN PWR UTILS CORP COM 015857105   13,495,685 2,070,713 SH   SOLE   2,070,713 0 0
ALLIANT ENERGY CORP COM 018802108   14,837,191 268,741 SH   SOLE   268,741 0 0
ALTUS POWER INC COM CL A 02217A102   2,918,541 447,629 SH   SOLE   447,629 0 0
AMCI ACQUISITION CORP II CLASS A COM 00166R100   1,018,958 102,100 SH   SOLE   102,100 0 0
ANTERO RESOURCES CORP COM 03674X106   8,155,638 263,170 SH   SOLE   263,170 0 0
APTIV PLC SHS G6095L109   3,361,993 36,100 SH   SOLE   36,100 0 0
ASPEN AEROGELS INC COM 04523Y105   7,898,569 669,938 SH   SOLE   669,938 0 0
BENSON HILL INC *W EXP 09/29/202 082490111   21,276 85,070 SH   SOLE   85,070 0 0
CENOVUS ENERGY INC COM 15135U109   15,287,122 787,590 SH   SOLE   787,590 0 0
CF INDS HLDGS INC COM 125269100   17,040,000 200,000 SH Put SOLE   200,000 0 0
CHAMPIONX CORPORATION COM 15872M104   5,063,335 174,658 SH   SOLE   174,658 0 0
CHART INDS INC COM 16115Q308   17,151,064 148,842 SH   SOLE   148,842 0 0
CHENIERE ENERGY INC COM NEW 16411R208   3,749,000 25,000 SH   SOLE   25,000 0 0
CLEAN ENERGY FUELS CORP COM 184499101   1,136,975 218,649 SH   SOLE   218,649 0 0
COMPASS MINERALS INTL INC COM 20451N101   851,160 20,760 SH   SOLE   20,760 0 0
CONSTELLATION ENERGY CORP COM 21037T109   15,079,508 174,916 SH   SOLE   174,916 0 0
DARLING INGREDIENTS INC COM 237266101   17,215,000 275,044 SH   SOLE   275,044 0 0
DELEK US HLDGS INC NEW COM 24665A103   10,349,667 383,321 SH   SOLE   383,321 0 0
DENBURY INC COM 24790A101   19,118,729 219,705 SH   SOLE   219,705 0 0
DIAMOND OFFSHORE DRILLING IN COM 25271C201   260,000 25,000 SH   SOLE   25,000 0 0
HF SINCLAIR CORP COM 403949100   5,189,000 100,000 SH Put SOLE   100,000 0 0
DT MIDSTREAM INC COMMON STOCK 23345M107   7,524,865 136,172 SH   SOLE   136,172 0 0
DTE ENERGY CO COM 233331107   16,776,585 142,743 SH   SOLE   142,743 0 0
EMBARK TECHNOLOGY INC *W EXP 11/10/202 29079J111   3,200 159,987 SH   SOLE   159,987 0 0
ENOVIX CORPORATION COM 293594107   1,515,876 121,855 SH   SOLE   121,855 0 0
EQT CORP COM 26884L109   4,875,106 144,106 SH   SOLE   144,106 0 0
EQUITRANS MIDSTREAM CORP COM 294600101   4,974,194 742,417 SH   SOLE   742,417 0 0
EVERGY INC COM 30034W106   13,599,362 216,103 SH   SOLE   216,103 0 0
FIRST RESERVE SUSTAINABLE GW CLASS A COM 336169107   6,486,180 645,391 SH   SOLE   645,391 0 0
FIRST RESERVE SUSTAINABLE GW *W EXP 03/05/202 336169115   191 15,000 SH   SOLE   15,000 0 0
FIRSTENERGY CORP COM 337932107   6,521,125 155,487 SH   SOLE   155,487 0 0
FLOWSERVE CORP COM 34354P105   5,237,076 170,700 SH   SOLE   170,700 0 0
FREYR BATTERY SHS L4135L100   5,095,837 587,078 SH   SOLE   587,078 0 0
GENERAL MTRS CO COM 37045V100   5,961,782 177,223 SH   SOLE   177,223 0 0
GEVO INC COM PAR 374396406   763,295 401,734 SH   SOLE   401,734 0 0
GFL ENVIRONMENTAL INC SUB VTG SHS 36168Q104   12,244,009 418,885 SH   SOLE   418,885 0 0
GOGREEN INVESTMENTS CORP ORD SHS CL A G9461B101   5,190,000 500,000 SH   SOLE   500,000 0 0
GOGREEN INVESTMENTS CORP *W EXP 05/31/202 G9461B119   82,500 250,000 SH   SOLE   250,000 0 0
HALLIBURTON CO COM 406216101   10,286,090 261,400 SH   SOLE   261,400 0 0
KIMBELL RTY PARTNERS LP UNIT 49435R102   14,195,000 850,000 SH   SOLE   850,000 0 0
KINETIK HOLDINGS INC COM NEW CL A 02215L209   9,562,237 289,064 SH   SOLE   289,064 0 0
KIRBY CORP COM 497266106   6,026,249 93,648 SH   SOLE   93,648 0 0
THE LION ELECTRIC COMPANY COMMON STOCK 536221104   718,238 320,642 SH   SOLE   320,642 0 0
MAGNOLIA OIL & GAS CORP CL A 559663109   9,380,000 400,000 SH   SOLE   400,000 0 0
MARATHON DIGITAL HOLDINGS IN NOTE 1.000%12/0 565788AB2   466,317 2,000,000 SH   SOLE   2,000,000 0 0
MARATHON OIL CORP COM 565849106   11,915,402 440,170 SH   SOLE   440,170 0 0
MARATHON PETE CORP COM 56585A102   20,460,198 175,790 SH   SOLE   175,790 0 0
MASTEC INC COM 576323109   13,120,341 153,760 SH   SOLE   153,760 0 0
NATIONAL ENERGY SERVICES REU SHS G6375R107   1,789,361 257,833 SH   SOLE   257,833 0 0
NEXTERA ENERGY INC COM 65339F101   13,225,436 158,199 SH   SOLE   158,199 0 0
NISOURCE INC COM 65473P105   14,009,234 510,913 SH   SOLE   510,913 0 0
NOBLE CORP PLC ORD SHS A G65431127   26,397 700 SH   SOLE   700 0 0
NUVVE HOLDING CORP COM 67079Y100   425,444 634,991 SH   SOLE   634,991 0 0
OBSIDIAN ENERGY LTD COM 674482203   1,762,687 265,993 SH   SOLE   265,993 0 0
OPAL FUELS INC CLASS A COM 68347P103   335,739 46,118 SH   SOLE   46,118 0 0
OVINTIV INC COM 69047Q102   11,113,705 219,162 SH   SOLE   219,162 0 0
PAR PAC HOLDINGS INC COM NEW 69888T207   5,020,907 215,953 SH   SOLE   215,953 0 0
PBF ENERGY INC CL A 69318G106   2,039,000 50,000 SH   SOLE   50,000 0 0
PERIMETER SOLUTIONS SA COMMON STOCK L7579L106   966,436 105,737 SH   SOLE   105,737 0 0
PIEDMONT LITHIUM INC COM 72016P105   6,203,915 140,934 SH   SOLE   140,934 0 0
POWER & DIGITAL INFRASTRUCTU *W EXP 12/09/202 73919C118   5,265 75,000 SH   SOLE   75,000 0 0
POWER & DIGITAL INFRASTRUCTU CLASS A COM 73919C100   1,510,500 150,000 SH   SOLE   150,000 0 0
PUBLIC SVC ENTERPRISE GRP IN COM 744573106   9,294,659 151,700 SH   SOLE   151,700 0 0
PYROPHYTE ACQUISITION CORP UNIT 99/99/9999 G7308P119   252,750 25,000 SH   SOLE   25,000 0 0
RANGER OIL CORPORATION CLASS A COM 70788V102   2,405,585 59,500 SH   SOLE   59,500 0 0
SAMSARA INC COM CL A 79589L106   2,501,065 201,212 SH   SOLE   201,212 0 0
SHELL PLC SPON ADS 780259305   13,539,863 237,750 SH   SOLE   237,750 0 0
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107   3,050,446 123,650 SH   SOLE   123,650 0 0
SM ENERGY CO COM 78454L100   5,003,364 143,651 SH   SOLE   143,651 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104   6,203,613 21,900 SH   SOLE   21,900 0 0
SOLID POWER INC CLASS A COM 83422N105   2,636,876 1,038,140 SH   SOLE   1,038,140 0 0
SOUTHWEST GAS HLDGS INC COM 844895102   10,417,684 168,353 SH   SOLE   168,353 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   57,364,500 150,000 SH Put SOLE   150,000 0 0
STEM INC COM 85859N102   150,192 16,800 SH   SOLE   16,800 0 0
SUNCOR ENERGY INC NEW COM 867224107   8,816,815 277,870 SH   SOLE   277,870 0 0
SUNLIGHT FINANCIAL HOLDINGS *W EXP 07/09/202 86738J114   1,561 9,750 SH   SOLE   9,750 0 0
SUNRUN INC COM 86771W105   2,526,904 105,200 SH   SOLE   105,200 0 0
SUSTAINABLE DEVELP ACQU I CO COM CL A 86934L103   483,795 48,091 SH   SOLE   48,091 0 0
SUSTAINABLE DEVELP ACQU I CO *W EXP 02/04/202 86934L111   962 24,045 SH   SOLE   24,045 0 0
TARGA RES CORP COM 87612G101   17,612,144 239,621 SH   SOLE   239,621 0 0
TECK RESOURCES LTD CL B 878742204   16,710,729 441,849 SH   SOLE   441,849 0 0
TETRA TECHNOLOGIES INC DEL COM 88162F105   2,422,232 700,067 SH   SOLE   700,067 0 0
VERTEX ENERGY INC COM 92534K107   3,458,726 557,859 SH   SOLE   557,859 0 0
VOLTA INC COM CL A 92873V102   106,620 300,000 SH   SOLE   300,000 0 0
WASTE MGMT INC DEL COM 94106L109   12,815,841 81,692 SH   SOLE   81,692 0 0
WESTLAKE CORPORATION COM 960413102   7,858,563 76,639 SH   SOLE   76,639 0 0
XCEL ENERGY INC COM 98389B100   11,603,205 165,500 SH   SOLE   165,500 0 0
ZIMMER ENERGY TRANSITION ACQ *W EXP 06/16/202 989570114   31,667 166,666 SH   SOLE   166,666 0 0
ZIMMER ENERGY TRANSITION ACQ COM CL A 989570106   4,975,000 500,000 SH   SOLE   500,000 0 0