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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
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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
ALCOA CORP COM 013872106   11,500 50,000 SH Call SOLE   50,000 0 0
ALGOMA STL GROUP INC COM 015658107   18,973,337 2,672,301 SH   SOLE   2,672,301 0 0
ALPHA METALLURGICAL RESOUR I COM 020764106   4,952,700 30,000 SH   SOLE   30,000 0 0
ATLAS LITHIUM CORP COM NEW 105861306   710,436 32,161 SH   SOLE   32,161 0 0
BAYTEX ENERGY CORP COM 07317Q105   15,855,921 4,903,180 SH   SOLE   4,903,180 0 0
BUNGE LIMITED COM G16962105   4,662,050 50,000 SH   SOLE   50,000 0 0
CLEAN ENERGY FUELS CORP COM 184499101   4,632,913 923,664 SH   SOLE   923,664 0 0
CVR ENERGY INC COM 12662P108   1,730,036 57,400 SH   SOLE   57,400 0 0
GEVO INC COM PAR 374396406   471,038 305,869 SH   SOLE   305,869 0 0
KOSMOS ENERGY LTD COM 500688106   577,000 100,000 SH   SOLE   100,000 0 0
MARATHON PETE CORP COM 56585A102   13,494,044 115,988 SH   SOLE   115,988 0 0
MURPHY OIL CORP COM 626717102   3,598,028 93,431 SH   SOLE   93,431 0 0
PAR PAC HOLDINGS INC COM NEW 69888T207   2,573,298 98,255 SH   SOLE   98,255 0 0
PBF ENERGY INC CL A 69318G106   9,866,491 238,091 SH   SOLE   238,091 0 0
PEABODY ENERGY CORP COM 704551100   998,022 46,098 SH   SOLE   46,098 0 0
RIO TINTO PLC SPONSORED ADR 767204100   2,321,937 36,394 SH   SOLE   36,394 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506   6,477,800 80,000 SH   SOLE   80,000 0 0
SIGMA LITHIUM CORPORATION COM 826599102   35,833,389 926,009 SH   SOLE   926,009 0 0
SIGMA LITHIUM CORPORATION COM 826599102   1,453,650 352,400 SH Call SOLE   352,400 0 0
SM ENERGY CO COM 78454L100   3,743,173 119,552 SH   SOLE   119,552 0 0
UNITED STATES STL CORP NEW COM 912909108   3,748,500 150,000 SH   SOLE   150,000 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   22,789,311 56,618 SH   SOLE   56,618 0 0