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
AMERICAN WTR WKS CO INC NEW COM 030420103   762,999 5,345 SH   SOLE   5,345 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100   2,260,000 100,000 SH   SOLE   100,000 0 0
BAKER HUGHES COMPANY CL A 05722G100   29,694,529 939,403 SH   SOLE   939,403 0 0
BROOKFIELD RENEWABLE CORP CL A SUB VTG 11284V105   10,084,194 319,930 SH   SOLE   319,930 0 0
CALIFORNIA RES CORP COM STOCK 13057Q305   879,034 19,409 SH   SOLE   19,409 0 0
CALLON PETE CO DEL COM 13123X508   39,323,710 1,121,292 SH   SOLE   1,121,292 0 0
CENOVUS ENERGY INC COM 15135U109   28,940,135 1,704,366 SH   SOLE   1,704,366 0 0
CHENIERE ENERGY INC COM NEW 16411R208   52,317,224 343,379 SH   SOLE   343,379 0 0
CLEAN ENERGY FUELS CORP COM 184499101   6,988,952 1,409,063 SH   SOLE   1,409,063 0 0
COMSTOCK RES INC COM 205768302   2,507,375 216,153 SH   SOLE   216,153 0 0
CONSOLIDATED EDISON INC COM 209115104   11,481,614 127,009 SH   SOLE   127,009 0 0
CONSTELLATION ENERGY CORP COM 21037T109   38,282,182 418,156 SH   SOLE   418,156 0 0
COTERRA ENERGY INC COM 127097103   42,227,243 1,669,061 SH   SOLE   1,669,061 0 0
CRESCENT ENERGY COMPANY CL A COM 44952J104   4,846,769 465,141 SH   SOLE   465,141 0 0
DENBURY INC COM 24790A101   42,785,564 496,007 SH   SOLE   496,007 0 0
DIAMONDBACK ENERGY INC COM 25278X109   62,396,000 475,000 SH   SOLE   475,000 0 0
DT MIDSTREAM INC COMMON STOCK 23345M107   3,420,677 69,007 SH   SOLE   69,007 0 0
DTE ENERGY CO COM 233331107   277,580 2,523 SH   SOLE   2,523 0 0
ENERPLUS CORP COM 292766102   61,461,585 4,247,518 SH   SOLE   4,247,518 0 0
ENLINK MIDSTREAM LLC COM UNIT REP LTD 29336T100   16,375,686 1,544,876 SH   SOLE   1,544,876 0 0
EQT CORP COM 26884L109   2,584,527 62,838 SH   SOLE   62,838 0 0
EQUITRANS MIDSTREAM CORP COM 294600101   6,125,092 640,700 SH   SOLE   640,700 0 0
EXXON MOBIL CORP COM 30231G102   715,679 6,673 SH   SOLE   6,673 0 0
GULFPORT ENERGY CORP COMMON SHARES 402635502   21,796,246 207,445 SH   SOLE   207,445 0 0
HESS CORP COM 42809H107   763,631 5,617 SH   SOLE   5,617 0 0
HESS MIDSTREAM LP CL A SHS 428103105   6,436,296 209,788 SH   SOLE   209,788 0 0
HF SINCLAIR CORP COM 403949100   39,137,245 877,320 SH   SOLE   877,320 0 0
KODIAK GAS SVCS INC COM 50012A108   10,851,357 668,187 SH   SOLE   668,187 0 0
MATADOR RES CO COM 576485205   48,882,471 934,298 SH   SOLE   934,298 0 0
MURPHY OIL CORP COM 626717102   957,500 25,000 SH   SOLE   25,000 0 0
MURPHY USA INC COM 626755102   27,543,191 88,532 SH   SOLE   88,532 0 0
NEXTRACKER INC CLASS A COM 65290E101   13,535,400 340,000 SH   SOLE   340,000 0 0
NISOURCE INC COM 65473P105   8,823,821 322,626 SH   SOLE   322,626 0 0
NORTHERN OIL & GAS INC COM 665531307   23,144,138 674,363 SH   SOLE   674,363 0 0
NORTHWEST PIPE CO COM 667746101   551,850 18,249 SH   SOLE   18,249 0 0
OPAL FUELS INC CLASS A COM 68347P103   82,806 11,100 SH   SOLE   11,100 0 0
PBF ENERGY INC CL A 69318G106   31,732,348 775,094 SH   SOLE   775,094 0 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105   46,994,441 4,287,814 SH   SOLE   4,287,814 0 0
PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207   54,560,623 3,679,071 SH   SOLE   3,679,071 0 0
PUBLIC SVC ENTERPRISE GRP IN COM 744573106   522,668 8,348 SH   SOLE   8,348 0 0
RANGE RES CORP COM 75281A109   18,211,183 619,428 SH   SOLE   619,428 0 0
SHELL PLC SPON ADS 780259305   34,139,999 565,419 SH   SOLE   565,419 0 0
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107   2,556,000 100,000 SH   SOLE   100,000 0 0
SM ENERGY CO COM 78454L100   20,955,539 662,521 SH   SOLE   662,521 0 0
SOUTHWESTERN ENERGY CO COM 845467109   55,582,758 9,248,379 SH   SOLE   9,248,379 0 0
SUNCOR ENERGY INC NEW COM 867224107   10,995,000 375,000 SH   SOLE   375,000 0 0
TARGA RES CORP COM 87612G101   24,980,206 328,255 SH   SOLE   328,255 0 0
TRANSALTA CORP COM 89346D107   1,187,736 126,877 SH   SOLE   126,877 0 0
VALERO ENERGY CORP COM 91913Y100   5,465,828 46,597 SH   SOLE   46,597 0 0
VERTEX ENERGY INC COM 92534K107   263,763 42,202 SH   SOLE   42,202 0 0
VIPER ENERGY PARTNERS LP COM UNT RP INT 92763M105   5,724,181 213,350 SH   SOLE   213,350 0 0
VITAL ENERGY INC COM 516806205   345,488 7,652 SH   SOLE   7,652 0 0