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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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
AES CORP COM 00130H105 BBG001S6B1L5 14,002,613 780,960 SH   SOLE   780,960 0 0
AES CORP COM 00130H105 BBG001S6B1L5 10,758,000 600,000 SH Call SOLE   600,000 0 0
AIR PRODS & CHEMS INC COM 009158106 BBG001S5NSB6 25,587,104 105,614 SH   SOLE   105,614 0 0
ALGOMA STL GROUP INC COM 015658107 BBG012NKXV72 7,662,845 902,573 SH   SOLE   902,573 0 0
ALLETE INC COM NEW 018522300 BBG001S77110 8,976,059 150,504 SH   SOLE   150,504 0 0
ANTERO RESOURCES CORP COM 03674X106 BBG001T61KH8 6,462,070 222,830 SH   SOLE   222,830 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 BBG001S5ND74 8,463,773 134,752 SH   SOLE   134,752 0 0
ATMOS ENERGY CORP COM 049560105 BBG001S5VG05 9,350,552 78,662 SH   SOLE   78,662 0 0
AVISTA CORP COM 05379B107 BBG001S5NZ48 17,510,000 500,000 SH Put SOLE   500,000 0 0
BAKER HUGHES COMPANY CL A 05722G100 BBG00GBVBK60 10,050,000 300,000 SH Put SOLE   300,000 0 0
BUNGE GLOBAL SA COM SHS H11356104 BBG01JZ8VLC7 20,504,000 200,000 SH Put SOLE   200,000 0 0
CENOVUS ENERGY INC COM 15135U109 BBG001T2PJV8 59,816,517 2,992,322 SH   SOLE   2,992,322 0 0
CENTERPOINT ENERGY INC COM 15189T107 BBG001SB10S0 14,301,610 501,987 SH   SOLE   501,987 0 0
CENTERPOINT ENERGY INC COM 15189T107 BBG001SB10S0 8,547,000 300,000 SH Call SOLE   300,000 0 0
CHAMPIONX CORPORATION COM 15872M104 BBG00JH9V005 227,686 6,344 SH   SOLE   6,344 0 0
CHENIERE ENERGY INC COM NEW 16411R208 BBG001S7W158 32,088,753 198,963 SH   SOLE   198,963 0 0
CIVITAS RESOURCES INC COM NEW 17888H103 BBG00GLNJ0R0 15,182,000 200,000 SH Put SOLE   200,000 0 0
CLEAN ENERGY FUELS CORP COM 184499101 BBG001SPD4H0 6,048,647 2,256,958 SH   SOLE   2,256,958 0 0
CLEARWAY ENERGY INC CL C 18539C204 BBG008LJ4TG2 7,346,196 318,707 SH   SOLE   318,707 0 0
CMS ENERGY CORP COM 125896100 BBG001S5PYJ3 18,712,218 310,113 SH   SOLE   310,113 0 0
COTERRA ENERGY INC COM 127097103 BBG001S6H6Y4 11,107,030 398,387 SH   SOLE   398,387 0 0
CRESCENT ENERGY COMPANY CL A COM 44952J104 BBG013THLJ08 10,710,000 900,000 SH   SOLE   900,000 0 0
CSX CORP COM 126408103 BBG001S5Q7Q3 6,591,046 177,800 SH   SOLE   177,800 0 0
DARLING INGREDIENTS INC COM 237266101 BBG001SB7RP8 8,455,285 181,795 SH   SOLE   181,795 0 0
DARLING INGREDIENTS INC COM 237266101 BBG001SB7RP8 22,092,250 475,000 SH Call SOLE   475,000 0 0
DELEK US HLDGS INC NEW COM 24665A103 BBG00FZYFVD4 4,157,093 135,234 SH   SOLE   135,234 0 0
DOMINION ENERGY INC COM 25746U109 BBG001S5QCP3 24,813,256 504,437 SH   SOLE   504,437 0 0
DOMINION ENERGY INC COM 25746U109 BBG001S5QCP3 9,838,000 200,000 SH Call SOLE   200,000 0 0
DTE ENERGY CO COM 233331107 BBG001S5QN88 15,884,070 141,645 SH   SOLE   141,645 0 0
ECOVYST INC COM 27923Q109 BBG00GX8YLD2 2,319,769 208,051 SH   SOLE   208,051 0 0
ENCORE WIRE CORP COM 292562105 BBG001S70TC4 6,674,612 25,400 SH   SOLE   25,400 0 0
ENTERGY CORP NEW COM 29364G103 BBG001S67KF5 9,081,294 85,932 SH   SOLE   85,932 0 0
EQT CORP COM 26884L109 BBG001S5QXJ4 13,199,774 356,077 SH   SOLE   356,077 0 0
EQUITRANS MIDSTREAM CORP COM 294600101 BBG00K53L401 32,716,693 2,619,431 SH   SOLE   2,619,431 0 0
EQUITRANS MIDSTREAM CORP COM 294600101 BBG00K53L401 34,347,500 2,750,000 SH Call SOLE   2,750,000 0 0
EVERGY INC COM 30034W106 BBG00H433CS1 30,624,640 573,710 SH   SOLE   573,710 0 0
EXXON MOBIL CORP COM 30231G102 BBG001S69V32 27,436,011 236,029 SH   SOLE   236,029 0 0
FMC CORP COM NEW 302491303 BBG001S5R880 1,592,500 25,000 SH   SOLE   25,000 0 0
FREEPORT-MCMORAN INC CL B 35671D857 BBG001S5R3F3 13,573,734 288,680 SH   SOLE   288,680 0 0
FREEPORT-MCMORAN INC CL B 35671D857 BBG001S5R3F3 9,404,000 200,000 SH Call SOLE   200,000 0 0
GE VERNOVA LLC COM 36828A101 BBG013G17W77 10,256,250 75,000 SH   SOLE   75,000 0 0
GOLAR LNG LTD SHS G9456A100 BBG001SHSF05 763,664 31,740 SH   SOLE   31,740 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 BBG001S5RQ62 7,076,346 515,393 SH   SOLE   515,393 0 0
HALLIBURTON CO COM 406216101 BBG001S5RS59 23,652,000 600,000 SH Put SOLE   600,000 0 0
HF SINCLAIR CORP COM 403949100 BBG0135B2269 18,111,000 300,000 SH Put SOLE   300,000 0 0
HUDBAY MINERALS INC COM 443628102 BBG001SL27N7 10,497,851 1,499,693 SH   SOLE   1,499,693 0 0
KINETIK HOLDINGS INC COM NEW CL A 02215L209 BBG00GCLZ7C7 30,867,075 774,193 SH   SOLE   774,193 0 0
MARATHON OIL CORP COM 565849106 BBG001S69V69 22,735,538 802,242 SH   SOLE   802,242 0 0
MARATHON PETE CORP COM 56585A102 BBG001S169P1 35,505,308 176,205 SH   SOLE   176,205 0 0
MATADOR RES CO COM 576485205 BBG001T3L5S4 17,874,329 267,700 SH   SOLE   267,700 0 0
MDU RES GROUP INC COM 552690109 BBG001S5T2W4 4,508,129 178,894 SH   SOLE   178,894 0 0
MONTANA TECHNOLOGIES CORP *W EXP 03/15/202 612160119   42,188 75,000 SH   SOLE   75,000 0 0
NATIONAL FUEL GAS CO COM 636180101 BBG001S5TLR8 10,063,797 187,338 SH   SOLE   187,338 0 0
NATIONAL FUEL GAS CO COM 636180101 BBG001S5TLR8 16,116,000 300,000 SH Call SOLE   300,000 0 0
NEXTDECADE CORP COM 65342K105 BBG008GC7WN5 31,594,347 5,562,385 SH   SOLE   5,562,385 0 0
NEXTDECADE CORP COM 65342K105 BBG008GC7WN5 5,878,800 1,035,000 SH Call SOLE   1,035,000 0 0
NEXTRACKER INC CLASS A COM 65290E101 BBG00835TQ17 4,152,726 73,800 SH   SOLE   73,800 0 0
NISOURCE INC COM 65473P105 BBG001S5TMF9 30,907,865 1,117,421 SH   SOLE   1,117,421 0 0
NOV INC COM 62955J103 BBG001S6HFR2 2,935,222 150,370 SH   SOLE   150,370 0 0
NRG ENERGY INC COM NEW 629377508 BBG001SDD8F0 12,752,796 188,400 SH   SOLE   188,400 0 0
NUVVE HOLDING CORP COM NEW 67079Y209 BBG00Z49PKN1 13,860 12,600 SH   SOLE   12,600 0 0
OCCIDENTAL PETE CORP COM 674599105 BBG001S5TZG9 6,499,000 100,000 SH   SOLE   100,000 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 BBG001S6WQT9 8,640,814 39,400 SH   SOLE   39,400 0 0
ONEOK INC NEW COM 682680103 BBG001S5TWK1 24,051,000 300,000 SH Put SOLE   300,000 0 0
OPAL FUELS INC CLASS A COM 68347P103 BBG00Z8LJ952 3,002,457 598,099 SH   SOLE   598,099 0 0
OSISKO GOLD ROYALTIES LTD COM 68827L101 BBG006L2SZD6 15,973,092 972,900 SH   SOLE   972,900 0 0
OVINTIV INC COM 69047Q102 BBG00R2NHQ74 13,127,794 252,944 SH   SOLE   252,944 0 0
PAR PAC HOLDINGS INC COM NEW 69888T207 BBG003C5DLS7 19,294,214 520,621 SH   SOLE   520,621 0 0
PBF ENERGY INC CL A 69318G106 BBG002832HM6 11,514,000 200,000 SH Call SOLE   200,000 0 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105 BBG00D61Y2G3 8,920,331 505,115 SH   SOLE   505,115 0 0
PINNACLE WEST CAP CORP COM 723484101 BBG001S5VB15 6,778,534 90,707 SH   SOLE   90,707 0 0
PIONEER NAT RES CO COM 723787107 BBG001S7V1J4 38,746,313 147,605 SH   SOLE   147,605 0 0
PNM RES INC COM 69349H107 BBG001S5V9J1 18,820,000 500,000 SH Call SOLE   500,000 0 0
PORTLAND GEN ELEC CO COM NEW 736508847 BBG001S5V4Y5 21,000,000 500,000 SH Put SOLE   500,000 0 0
PPL CORP COM 69351T106 BBG001S5VC31 31,372,968 1,139,592 SH   SOLE   1,139,592 0 0
PRIMORIS SVCS CORP COM 74164F103 BBG001S64801 9,889,096 232,302 SH   SOLE   232,302 0 0
PUBLIC SVC ENTERPRISE GRP IN COM 744573106 BBG001S5V3C1 27,424,743 410,673 SH   SOLE   410,673 0 0
PYROPHYTE ACQUISITION CORP *W EXP 05/03/202 G7308P127   314 12,500 SH   SOLE   12,500 0 0
SAIA INC COM 78709Y105 BBG001SL4QM4 4,270,500 7,300 SH   SOLE   7,300 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506 BBG001S7T1S7 75,528,000 800,000 SH Call SOLE   800,000 0 0
SEMPRA COM 816851109 BBG001SBVZ73 8,847,301 123,170 SH   SOLE   123,170 0 0
SHELL PLC SPON ADS 780259305 BBG0147BN6H1 30,995,609 462,345 SH   SOLE   462,345 0 0
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 BBG00YQ82328 8,916,933 797,579 SH   SOLE   797,579 0 0
SILVERBOW RES INC COM 82836G102 BBG00CTNNZ35 5,106,934 149,588 SH   SOLE   149,588 0 0
SOLID POWER INC CLASS A COM 83422N105 BBG0112HCTV5 4,529,957 2,231,506 SH   SOLE   2,231,506 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 366,149,000 700,000 SH Put SOLE   700,000 0 0
SUNCOR ENERGY INC NEW COM 867224107 BBG001S5YSF0 40,548,108 1,098,567 SH   SOLE   1,098,567 0 0
SUNNOVA ENERGY INTL INC. COM 86745K104 BBG00PLQ1KH9 1,835,273 299,392 SH   SOLE   299,392 0 0
TALOS ENERGY INC COM 87484T108 BBG00JPH4JG0 30,646,000 2,200,000 SH Put SOLE   2,200,000 0 0
TARGA RES CORP COM 87612G101 BBG001TC94B9 11,590,965 103,500 SH Put SOLE   103,500 0 0
TC ENERGY CORP COM 87807B107 BBG001S5WW27 22,417,932 557,660 SH   SOLE   557,660 0 0
TECHNIPFMC PLC COM G87110105 BBG00DL8NMT5 20,221,209 805,305 SH   SOLE   805,305 0 0
TECK RESOURCES LTD CL B 878742204 BBG001S60LH8 44,772,794 977,999 SH   SOLE   977,999 0 0
TECK RESOURCES LTD CL B 878742204 BBG001S60LH8 26,987,310 589,500 SH Call SOLE   589,500 0 0
TENARIS S A SPONSORED ADS 88031M109 BBG001SLFCT6 16,480,205 419,664 SH   SOLE   419,664 0 0
TRANSALTA CORP COM 89346D107 BBG001S5WJZ0 2,678,320 417,169 SH   SOLE   417,169 0 0
TRITIUM DCFC LIMITED ORDINARY SHARES Q9225T108   3,405 63,640 SH   SOLE   63,640 0 0
VALERO ENERGY CORP COM 91913Y100 BBG001S5X8K9 35,332,830 207,000 SH   SOLE   207,000 0 0
VIPER ENERGY INC CL A 927959106 BBG006G57XH9 17,087,816 444,301 SH   SOLE   444,301 0 0
VISTRA CORP COM 92840M102 BBG00DXDL6R0 1,377,398 19,776 SH   SOLE   19,776 0 0
VISTRA CORP COM 92840M102 BBG00DXDL6R0 20,895,000 300,000 SH Put SOLE   300,000 0 0
WARRIOR MET COAL INC COM 93627C101 BBG00GD1JNK4 4,551,104 74,977 SH   SOLE   74,977 0 0
WEATHERFORD INTL PLC ORD SHS G48833118 BBG00R4SQJS4 18,557,689 160,784 SH   SOLE   160,784 0 0
WESTLAKE CORPORATION COM 960413102 BBG001SHVYF4 9,366,640 61,300 SH   SOLE   61,300 0 0