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
ANTERO RESOURCES CORP COM 03674X106   1,321,577 57,385 SH   SOLE   57,385 0 0
ARBUTUS BIOPHARMA CORP COM 03879J100   414,177 180,077 SH   SOLE   180,077 0 0
ARCH RESOURCES INC CL A 03940R107   676,560 6,000 SH   SOLE   6,000 0 0
ARCUTIS BIOTHERAPEUTICS INC COM 03969K108   1,564,626 164,179 SH   SOLE   164,179 0 0
ARS PHARMACEUTICALS INC COM 82835W108   894,591 133,521 SH   SOLE   133,521 0 0
ATAI LIFE SCIENCES NV SHS N0731H103   499,170 290,215 SH   SOLE   290,215 0 0
BGC PARTNERS INC CL A 05541T101   4,026,037 908,812 SH   SOLE   908,812 0 0
BLACK KNIGHT INC COM 09215C105   1,418,289 23,745 SH   SOLE   23,745 0 0
BORR DRILLING LTD SHS G1466R173   7,730,720 1,026,656 SH   SOLE   1,026,656 0 0
BP PLC SPONSORED ADR 055622104   3,686,813 138,745 SH   SOLE   138,745 0 0
BUNGE LIMITED COM G16962105   1,887,000 20,000 SH   SOLE   20,000 0 0
CAMECO CORP COM 13321L108   11,639,126 371,501 SH   SOLE   371,501 0 0
CARDIOL THERAPEUTICS INC COM CL A 14161Y200   442,384 497,061 SH   SOLE   497,061 0 0
CHIMERIX INC COM 16934W106   450,894 372,640 SH   SOLE   372,640 0 0
COLLEGIUM PHARMACEUTICAL INC COM 19459J104   6,547,767 304,689 SH   SOLE   304,689 0 0
CONSOL ENERGY INC NEW COM 20854L108   22,597,818 333,252 SH   SOLE   333,252 0 0
DENBURY INC COM 24790A101   3,120,628 36,177 SH   SOLE   36,177 0 0
DENISON MINES CORP COM 248356107   962,073 769,658 SH   SOLE   769,658 0 0
FLUOR CORP NEW COM 343412102   2,627,740 88,775 SH   SOLE   88,775 0 0
FORUM ENERGY TECHNOLOGIES IN COM 34984V209   5,350,613 209,090 SH   SOLE   209,090 0 0
FTAI INFRASTRUCTURE INC COMMON STOCK 35953C106   1,929,553 522,914 SH   SOLE   522,914 0 0
GEO GROUP INC NEW COM 36162J106   3,277,626 457,769 SH   SOLE   457,769 0 0
GLATFELTER CORPORATION COM 377320106   936,487 310,095 SH   SOLE   310,095 0 0
GLOBAL X FDS GLOBAL X URANIUM 37954Y871   3,373,200 155,447 SH   SOLE   155,447 0 0
GOLAR LNG LTD SHS G9456A100   14,470,724 717,438 SH   SOLE   717,438 0 0
HALLIBURTON CO COM 406216101   1,250,321 37,900 SH   SOLE   37,900 0 0
HELMERICH & PAYNE INC COM 423452101   517,570 14,600 SH   SOLE   14,600 0 0
HERON THERAPEUTICS INC COM 427746102   1,902,554 1,640,133 SH   SOLE   1,640,133 0 0
INDEPENDENCE CONTRACT DRILLI COM 453415606   985,298 360,915 SH   SOLE   360,915 0 0
INVESCO LTD CALL G491BT908   123,000 3,000 SH Put SOLE   3,000 0 0
KARYOPHARM THERAPEUTICS INC COM 48576U106   2,047,744 1,143,991 SH   SOLE   1,143,991 0 0
KINIKSA PHARMACEUTICALS LTD COM CL A G5269C101   477,748 33,931 SH   SOLE   33,931 0 0
MEREO BIOPHARMA GROUP PLC SPON ADS 589492107   4,010,122 3,037,971 SH   SOLE   3,037,971 0 0
MOSAIC CO NEW COM 61945C103   1,881,075 53,745 SH   SOLE   53,745 0 0
NABORS INDUSTRIES LTD SHS G6359F137   10,321,399 110,947 SH   SOLE   110,947 0 0
NEXGEN ENERGY LTD COM 65340P106   4,404,441 933,794 SH   SOLE   933,794 0 0
NOBLE CORP PLC ORD SHS A G65431127   8,669,441 209,863 SH   SOLE   209,863 0 0
NOV INC COM 62955J103   9,480,683 591,065 SH   SOLE   591,065 0 0
NOW INC COM 67011P100   502,491 48,503 SH   SOLE   48,503 0 0
OPORTUN FINL CORP COM 68376D104   2,851,576 477,651 SH   SOLE   477,651 0 0
OVID THERAPEUTICS INC COM 690469101   369,298 112,591 SH   SOLE   112,591 0 0
OVINTIV INC COM 69047Q102   2,184,723 57,387 SH   SOLE   57,387 0 0
PACTIV EVERGREEN INC COM 69526K105   574,798 75,931 SH   SOLE   75,931 0 0
PEABODY ENERGY CORP COM 704551100   2,970,994 137,165 SH   SOLE   137,165 0 0
PHENOMEX INC COM 084310101   135,289 276,101 SH   SOLE   276,101 0 0
PRECISION BIOSCIENCES INC COM 74019P108   104,471 198,614 SH   SOLE   198,614 0 0
PROPETRO HLDG CORP COM 74347M108   513,352 62,300 SH   SOLE   62,300 0 0
RAMACO RES INC COM CL A 75134P600   1,128,614 133,722 SH   SOLE   133,722 0 0
RAMACO RES INC COM CL B 75134P501   296,783 27,972 SH   SOLE   27,972 0 0
REKOR SYSTEMS INC COM 759419104   924,123 519,170 SH   SOLE   519,170 0 0
RENALYTIX PLC ADS 75973T101   1,290,071 441,805 SH   SOLE   441,805 0 0
RENEW ENERGY GLOBAL PLC CL A SHS G7500M104   580,332 105,900 SH   SOLE   105,900 0 0
ROIVANT SCIENCES LTD SHS G76279101   2,418,263 239,907 SH   SOLE   239,907 0 0
SCHLUMBERGER LTD COM STK 806857108   982,400 20,000 SH   SOLE   20,000 0 0
SCORPIO TANKERS INC SHS Y7542C130   2,697,825 57,121 SH   SOLE   57,121 0 0
SUTRO BIOPHARMA INC COM 869367102   412,371 88,682 SH   SOLE   88,682 0 0
TELESAT CORP CL A & CL B SHS 879512309   1,297,304 137,718 SH   SOLE   137,718 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209   3,980,320 528,595 SH   SOLE   528,595 0 0
THERAPEUTICSMD INC COM NEW 88338N206   1,522,727 369,594 SH   SOLE   369,594 0 0
TIDEWATER INC NEW COM 88642R109   6,221,809 112,226 SH   SOLE   112,226 0 0
TRANSOCEAN LTD REG SHS H8817H100   3,320,125 473,627 SH   SOLE   473,627 0 0
TREVI THERAPEUTICS INC COM 89532M101   430,743 180,227 SH   SOLE   180,227 0 0
U S SILICA HLDGS INC COM 90346E103   859,180 70,831 SH   SOLE   70,831 0 0
URANIUM ENERGY CORP COM 916896103   872,505 256,619 SH   SOLE   256,619 0 0
VALARIS LIMITED CL A G9460G101   9,485,250 150,727 SH   SOLE   150,727 0 0
VAPOTHERM INC COM 922107107   382,581 859,733 SH   SOLE   859,733 0 0
VIATRIS INC COM 92556V106   3,011,116 301,715 SH   SOLE   301,715 0 0
VINCERX PHARMA INC COM NEW 92731L106   303,352 233,348 SH   SOLE   233,348 0 0
WHOLE EARTH BRANDS INC COM CL A 96684W100   123,836 30,805 SH   SOLE   30,805 0 0
ZYMEWORKS INC COM 98985Y108   2,489,124 288,093 SH   SOLE   288,093 0 0