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
5E ADVANCED MATERIALS INC COMMON STOCK 33830Q109   158,290 48,259 SH   SOLE   48,259 0 0
ALGONQUIN PWR UTILS CORP COM 015857105   7,466,156 903,893 SH   SOLE   903,893 0 0
ALLETE INC COM NEW 018522300   434,775 7,500 SH   SOLE   7,500 0 0
ALLIANT ENERGY CORP COM 018802108   22,288,571 424,706 SH   SOLE   424,706 0 0
AMERESCO INC CL A 02361E108   3,459,295 71,135 SH   SOLE   71,135 0 0
APTIV PLC SHS G6095L109   5,090,207 49,860 SH   SOLE   49,860 0 0
ARCBEST CORP COM 03937C105   3,432,510 34,742 SH   SOLE   34,742 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100   6,232,877 275,791 SH   SOLE   275,791 0 0
ASPEN AEROGELS INC COM 04523Y105   1,318,245 167,078 SH   SOLE   167,078 0 0
ATLANTICA SUSTAINABLE INFR P SHS G0751N103   1,570,925 67,019 SH   SOLE   67,019 0 0
BAKER HUGHES COMPANY CL A 05722G100   16,426,864 519,673 SH   SOLE   519,673 0 0
BENSON HILL INC *W EXP 09/29/202 082490111   16,844 85,070 SH   SOLE   85,070 0 0
BUNGE LIMITED COM G16962105   24,278,048 257,319 SH   SOLE   257,319 0 0
CALLON PETE CO DEL COM 13123X508   1,811,751 51,661 SH   SOLE   51,661 0 0
CENOVUS ENERGY INC COM 15135U109   24,719,637 1,455,809 SH   SOLE   1,455,809 0 0
CENTERPOINT ENERGY INC COM 15189T107   11,959,108 410,261 SH   SOLE   410,261 0 0
CF INDS HLDGS INC COM 125269100   15,852,057 228,350 SH   SOLE   228,350 0 0
CHAMPIONX CORPORATION COM 15872M104   2,830,631 91,193 SH   SOLE   91,193 0 0
CHENIERE ENERGY INC COM NEW 16411R208   16,561,075 108,697 SH   SOLE   108,697 0 0
CHORD ENERGY CORPORATION COM NEW 674215207   5,905,920 38,400 SH   SOLE   38,400 0 0
CLEAN ENERGY FUELS CORP COM 184499101   2,046,952 412,692 SH   SOLE   412,692 0 0
CLEARWAY ENERGY INC CL C 18539C204   2,616,096 91,600 SH   SOLE   91,600 0 0
CONSOLIDATED EDISON INC COM 209115104   2,751,686 30,439 SH   SOLE   30,439 0 0
CSX CORP COM 126408103   16,266,996 477,038 SH   SOLE   477,038 0 0
DARLING INGREDIENTS INC COM 237266101   14,215,474 222,848 SH   SOLE   222,848 0 0
DENBURY INC COM 24790A101   27,545,920 319,336 SH   SOLE   319,336 0 0
DMC GLOBAL INC COM 23291C103   1,577,106 88,801 SH   SOLE   88,801 0 0
DOMINION ENERGY INC COM 25746U109   22,116,505 427,042 SH   SOLE   427,042 0 0
DOMINION ENERGY INC COM 25746U109   12,947,500 250,000 SH Call SOLE   2,500 0 0
DT MIDSTREAM INC COMMON STOCK 23345M107   55,766 1,125 SH   SOLE   1,125 0 0
DTE ENERGY CO COM 233331107   24,132,117 219,343 SH   SOLE   219,343 0 0
ECOVYST INC COM 27923Q109   2,083,634 181,818 SH   SOLE   181,818 0 0
EMBARK TECHNOLOGY INC *W EXP 11/10/202 29079J111   2,704 159,987 SH   SOLE   159,987 0 0
ENERGY VAULT HOLDINGS INC COM 29280W109   273 100 SH   SOLE   100 0 0
ENLINK MIDSTREAM LLC COM UNIT REP LTD 29336T100   6,328,380 597,017 SH   SOLE   597,017 0 0
EQT CORP COM 26884L109   9,967,897 242,351 SH   SOLE   242,351 0 0
EQUITRANS MIDSTREAM CORP COM 294600101   4,745,909 496,434 SH   SOLE   496,434 0 0
EVERGY INC COM 30034W106   13,692,188 234,375 SH   SOLE   234,375 0 0
FIRST SOLAR INC COM 336433107   912,432 4,800 SH   SOLE   4,800 0 0
FIRSTENERGY CORP COM 337932107   11,764,388 302,582 SH   SOLE   302,582 0 0
FREEPORT-MCMORAN INC CL B 35671D857   6,296,000 157,400 SH   SOLE   157,400 0 0
GEVO INC COM PAR 374396406   1,116,551 734,573 SH   SOLE   734,573 0 0
HESS CORP COM 42809H107   10,223,440 75,200 SH   SOLE   75,200 0 0
HF SINCLAIR CORP COM 403949100   14,066,782 315,328 SH   SOLE   315,328 0 0
HUDBAY MINERALS INC COM 443628102   5,492,429 1,144,256 SH   SOLE   1,144,256 0 0
KIMBELL RTY PARTNERS LP UNIT 49435R102   1,866,317 126,874 SH   SOLE   126,874 0 0
KINETIK HOLDINGS INC COM NEW CL A 02215L209   7,206,054 205,067 SH   SOLE   205,067 0 0
KODIAK GAS SVCS INC COM 50012A108   1,218,000 75,000 SH   SOLE   75,000 0 0
THE LION ELECTRIC COMPANY COMMON STOCK 536221104   102,460 55,384 SH   SOLE   55,384 0 0
LIVENT CORP COM 53814L108   5,984,101 218,159 SH   SOLE   218,159 0 0
MARATHON OIL CORP COM 565849106   14,520,325 630,770 SH   SOLE   630,770 0 0
MARATHON PETE CORP COM 56585A102   4,376,464 37,534 SH   SOLE   37,534 0 0
MASTEC INC COM 576323109   13,016,220 110,335 SH   SOLE   110,335 0 0
MONTAUK RENEWABLES INC COM 61218C103   1,219,632 163,929 SH   SOLE   163,929 0 0
MP MATERIALS CORP COM CL A 553368101   3,222,808 140,857 SH   SOLE   140,857 0 0
NEXTDECADE CORP COM 65342K105   5,582,201 679,927 SH   SOLE   679,927 0 0
NEXTRACKER INC CLASS A COM 65290E101   18,595,530 467,107 SH   SOLE   467,107 0 0
NISOURCE INC COM 65473P105   12,127,564 443,421 SH   SOLE   443,421 0 0
NRG ENERGY INC COM NEW 629377508   12,234,083 327,202 SH   SOLE   327,202 0 0
NUVVE HOLDING CORP COM 67079Y100   285,374 479,621 SH   SOLE   479,621 0 0
OCCIDENTAL PETE CORP COM 674599105   12,259,800 208,500 SH   SOLE   208,500 0 0
OPAL FUELS INC CLASS A COM 68347P103   5,079,678 680,922 SH   SOLE   680,922 0 0
OVINTIV INC COM 69047Q102   828,061 21,751 SH   SOLE   21,751 0 0
PBF ENERGY INC CL A 69318G106   8,188,000 200,000 SH Call SOLE   2,000 0 0
PBF ENERGY INC CL A 69318G106   1,608,942 39,300 SH   SOLE   39,300 0 0
PERIMETER SOLUTIONS SA COMMON STOCK L7579L106   2,573,461 418,449 SH   SOLE   418,449 0 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105   7,172,290 654,406 SH   SOLE   654,406 0 0
PHILLIPS 66 COM 718546104   12,715,394 133,313 SH   SOLE   133,313 0 0
PIEDMONT LITHIUM INC COM 72016P105   9,293,445 161,037 SH   SOLE   161,037 0 0
PINNACLE WEST CAP CORP COM 723484101   5,242,032 64,351 SH   SOLE   64,351 0 0
PIONEER NAT RES CO COM 723787107   24,852,484 119,956 SH   SOLE   119,956 0 0
PNM RES INC COM 69349H107   6,005,336 133,156 SH   SOLE   133,156 0 0
POWER & DIGITAL INFRASTRUCTU *W EXP 12/09/202 73919C118   5,235 75,000 SH   SOLE   75,000 0 0
PRIMORIS SVCS CORP COM 74164F103   7,350,065 241,223 SH   SOLE   241,223 0 0
PYROPHYTE ACQUISITION CORP *W EXP 05/03/202 G7308P127   1,250 12,500 SH   SOLE   12,500 0 0
SCHLUMBERGER LTD COM STK 806857108   11,955,808 243,400 SH   SOLE   243,400 0 0
SHELL PLC SPON ADS 780259305   12,135,535 200,986 SH   SOLE   200,986 0 0
SOLID POWER INC CLASS A COM 83422N105   2,442,891 961,768 SH   SOLE   961,768 0 0
SOUTHWEST GAS HLDGS INC COM 844895102   3,257,225 51,174 SH   SOLE   51,174 0 0
STEM INC COM 85859N102   2,488,412 435,037 SH   SOLE   435,037 0 0
SUNCOR ENERGY INC NEW COM 867224107   17,794,073 606,892 SH   SOLE   606,892 0 0
SUNLIGHT FINANCIAL HOLDINGS *W EXP 07/09/202 86738J114   165 9,750 SH   SOLE   9,750 0 0
SUNNOVA ENERGY INTL INC. COM 86745K104   1,898,344 103,678 SH   SOLE   103,678 0 0
SUSTAINABLE DEVELP ACQU I CO *W EXP 02/04/202 86934L111   721 24,045 SH   SOLE   24,045 0 0
TARGA RES CORP COM 87612G101   25,791,812 338,920 SH   SOLE   338,920 0 0
TECK RESOURCES LTD CL B 878742204   23,953,132 568,958 SH   SOLE   568,958 0 0
TRANSALTA CORP COM 89346D107   11,994,820 1,280,606 SH   SOLE   1,280,606 0 0
TRITIUM DCFC LIMITED ORDINARY SHARES Q9225T108   69,368 63,640 SH   SOLE   63,640 0 0
VERTEX ENERGY INC COM 92534K107   4,476,325 716,212 SH   SOLE   716,212 0 0
VALERO ENERGY CORP COM 91913Y100   23,460,000 200,000 SH Put SOLE   2,000 0 0
WASTE MGMT INC DEL COM 94106L109   23,271,923 134,194 SH   SOLE   134,194 0 0
WEATHERFORD INTL PLC ORD SHS G48833118   7,958,378 119,819 SH   SOLE   119,819 0 0
WESTLAKE CORPORATION COM 960413102   14,360,413 120,201 SH   SOLE   120,201 0 0
XCEL ENERGY INC COM 98389B100   7,705,288 123,939 SH   SOLE   123,939 0 0