0001013594-23-000956.txt : 20231128 0001013594-23-000956.hdr.sgml : 20231128 20231127175804 ACCESSION NUMBER: 0001013594-23-000956 CONFORMED SUBMISSION TYPE: 13F-HR/A PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20231128 DATE AS OF CHANGE: 20231127 EFFECTIVENESS DATE: 20231128 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Yaupon Capital Management LP CENTRAL INDEX KEY: 0001755028 IRS NUMBER: 830878771 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR/A SEC ACT: 1934 Act SEC FILE NUMBER: 028-19371 FILM NUMBER: 231441422 BUSINESS ADDRESS: STREET 1: 104 W 40TH ST, FLOOR 20 CITY: NEW YORK STATE: NY ZIP: 10018 BUSINESS PHONE: 6467553825 MAIL ADDRESS: STREET 1: 104 W 40TH ST, FLOOR 20 CITY: NEW YORK STATE: NY ZIP: 10018 13F-HR/A 1 primary_doc.xml X0202 13F-HR/A LIVE 0001755028 XXXXXXXX 06-30-2023 06-30-2023 true 2 RESTATEMENT Yaupon Capital Management LP

104 W 40TH ST, FLOOR 20 NEW YORK NY 10018

13F HOLDINGS REPORT 028-19371 000298556 801-114061 N Steve Pattyn 646-561-9651 /s/ Steve Pattyn New York NY 11-27-2023 0 94 784526149 INFORMATION TABLE 2 informationtable.xml 5E ADVANCED MATERIALS INC COMMON STOCK 33830Q109 158290 48259 SH SOLE 48259 0 0 ALGONQUIN PWR UTILS CORP COM 015857105 7466156 903893 SH SOLE 903893 0 0 ALLETE INC COM NEW 018522300 434775 7500 SH SOLE 7500 0 0 ALLIANT ENERGY CORP COM 018802108 22288571 424706 SH SOLE 424706 0 0 AMERESCO INC CL A 02361E108 3459295 71135 SH SOLE 71135 0 0 APTIV PLC SHS G6095L109 5090207 49860 SH SOLE 49860 0 0 ARCBEST CORP COM 03937C105 3432510 34742 SH SOLE 34742 0 0 ARRAY TECHNOLOGIES INC COM SHS 04271T100 6232877 275791 SH SOLE 275791 0 0 ASPEN AEROGELS INC COM 04523Y105 1318245 167078 SH SOLE 167078 0 0 ATLANTICA SUSTAINABLE INFR P SHS G0751N103 1570925 67019 SH SOLE 67019 0 0 BAKER HUGHES COMPANY CL A 05722G100 16426864 519673 SH SOLE 519673 0 0 BENSON HILL INC *W EXP 09/29/202 082490111 16844 85070 SH SOLE 85070 0 0 BUNGE 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18595530 467107 SH SOLE 467107 0 0 NISOURCE INC COM 65473P105 12127564 443421 SH SOLE 443421 0 0 NRG ENERGY INC COM NEW 629377508 12234083 327202 SH SOLE 327202 0 0 NUVVE HOLDING CORP COM 67079Y100 285374 479621 SH SOLE 479621 0 0 OCCIDENTAL PETE CORP COM 674599105 12259800 208500 SH SOLE 208500 0 0 OPAL FUELS INC CLASS A COM 68347P103 5079678 680922 SH SOLE 680922 0 0 OVINTIV INC COM 69047Q102 828061 21751 SH SOLE 21751 0 0 PBF ENERGY INC CL A 69318G106 8188000 200000 SH Call SOLE 200000 0 0 PBF ENERGY INC CL A 69318G106 1608942 39300 SH SOLE 39300 0 0 PERIMETER SOLUTIONS SA COMMON STOCK L7579L106 2573461 418449 SH SOLE 418449 0 0 PERMIAN RESOURCES CORP CLASS A COM 71424F105 7172290 654406 SH SOLE 654406 0 0 PHILLIPS 66 COM 718546104 12715394 133313 SH SOLE 133313 0 0 PIEDMONT LITHIUM INC COM 72016P105 9293445 161037 SH SOLE 161037 0 0 PINNACLE WEST CAP CORP COM 723484101 5242032 64351 SH SOLE 64351 0 0 PIONEER NAT RES CO COM 723787107 24852484 119956 SH SOLE 119956 0 0 PNM RES INC COM 69349H107 6005336 133156 SH SOLE 133156 0 0 POWER & DIGITAL INFRASTRUCTU *W EXP 12/09/202 73919C118 5235 75000 SH SOLE 75000 0 0 PRIMORIS SVCS CORP COM 74164F103 7350065 241223 SH SOLE 241223 0 0 PYROPHYTE ACQUISITION CORP *W EXP 05/03/202 G7308P127 1250 12500 SH SOLE 12500 0 0 SCHLUMBERGER LTD COM STK 806857108 11955808 243400 SH SOLE 243400 0 0 SHELL PLC SPON ADS 780259305 12135535 200986 SH SOLE 200986 0 0 SOLID POWER INC CLASS A COM 83422N105 2442891 961768 SH SOLE 961768 0 0 SOUTHWEST GAS HLDGS INC COM 844895102 3257225 51174 SH SOLE 51174 0 0 STEM INC COM 85859N102 2488412 435037 SH SOLE 435037 0 0 SUNCOR ENERGY INC NEW COM 867224107 17794073 606892 SH SOLE 606892 0 0 SUNLIGHT FINANCIAL HOLDINGS *W EXP 07/09/202 86738J114 165 9750 SH SOLE 9750 0 0 SUNNOVA ENERGY INTL INC. 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