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
Estimated average burden
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
AEMETIS INC COM NEW 00770K202   13,249,290 1,807,543 SH   DFND 1,2 1,807,543 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100   67,122,000 2,970,000 SH   DFND 1,2 2,970,000 0 0
ATLAS ENERGY SOLUTIONS INC COM CLASS A 04930R107   23,799,779 1,370,955 SH   DFND 1,2 1,370,955 0 0
BAKER HUGHES COMPANY CL A 05722G100   15,805,000 500,000 SH   DFND 1,2 500,000 0 0
BLOOM ENERGY CORP COM CL A 093712107   32,700,000 2,000,000 SH   DFND 1,2 2,000,000 0 0
CANADIAN NAT RES LTD COM 136385101   39,322,447 698,966 SH   DFND 1,2 698,966 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101   49,232,684 2,937,511 SH   DFND 1,2 2,937,511 0 0
CONOCOPHILLIPS COM 20825C104   82,532,618 796,570 SH   DFND 1,2 796,570 0 0
CSX CORP COM 126408103   38,823,634 1,138,523 SH   DFND 1,2 1,138,523 0 0
DIAMOND OFFSHORE DRILLING IN COM 25271C201   15,383,472 1,080,300 SH   DFND 1,2 1,080,300 0 0
ENERPLUS CORP COM 292766102   67,573,703 4,659,418 SH   DFND 1,2 4,659,418 0 0
ENETI INC COM Y2294C107   17,924,617 1,480,150 SH   DFND 1,2 1,480,150 0 0
EQUITRANS MIDSTREAM CORP COM 294600101   24,723,479 2,586,138 SH   DFND 1,2 2,586,138 0 0
EXPRO GROUP HOLDINGS NV COM N3144W105   3,977,183 224,446 SH   DFND 1,2 224,446 0 0
FREEPORT-MCMORAN INC CL B 35671D857   8,000,000 200,000 SH   DFND 1,2 200,000 0 0
FREYR BATTERY *W EXP 09/01/202 L4135L118   22,364,703 7,555,643 SH   DFND 1,2 7,555,643 0 0
FREYR BATTERY SHS L4135L100   64,994,983 6,951,335 SH   DFND 1,2 6,951,335 0 0
GOLDEN OCEAN GROUP LTD SHS NEW G39637205   4,627,508 612,915 SH   DFND 1,2 612,915 0 0
GREEN PLAINS INC COM 393222104   13,967,045 433,221 SH   DFND 1,2 433,221 0 0
HELIX ENERGY SOLUTIONS GRP I COM 42330P107   14,665,211 1,987,156 SH   DFND 1,2 1,987,156 0 0
HELMERICH & PAYNE INC COM 423452101   24,631,688 694,829 SH   DFND 1,2 694,829 0 0
HF SINCLAIR CORP COM 403949100   60,141,195 1,348,155 SH   DFND 1,2 1,348,155 0 0
IMPERIAL OIL LTD COM NEW 453038408   56,316,738 1,099,996 SH   DFND 1,2 1,099,996 0 0
KIRBY CORP COM 497266106   39,054,126 507,526 SH   DFND 1,2 507,526 0 0
KODIAK GAS SVCS INC COM 50012A108   17,864,000 1,100,000 SH   DFND 1,2 1,100,000 0 0
KOSMOS ENERGY LTD COM 500688106   62,734,827 10,473,260 SH   DFND 1,2 10,473,260 0 0
MARATHON OIL CORP COM 565849106   62,000,157 2,693,317 SH   DFND 1,2 2,693,317 0 0
MASTEC INC COM 576323109   36,277,309 307,513 SH   DFND 1,2 307,513 0 0
MURPHY USA INC COM 626755102   26,646,260 85,649 SH   DFND 1,2 85,649 0 0
NEW FORTRESS ENERGY INC COM CL A 644393100   26,780,000 1,000,000 SH Call DFND 1,2 1,000,000 0 0
NEW FORTRESS ENERGY INC COM CL A 644393100   108,059,442 4,035,080 SH   DFND 1,2 4,035,080 0 0
NEXTIER OILFIELD SOLUTIONS COM 65290C105   2,484,801 277,942 SH   DFND 1,2 277,942 0 0
NEXTRACKER INC CLASS A COM 65290E101   61,127,339 1,535,477 SH   DFND 1,2 1,535,477 0 0
OPAL FUELS INC CLASS A COM 68347P103   20,404,462 2,741,370 SH   DFND 1,2 2,741,370 0 0
PAR PAC HOLDINGS INC COM NEW 69888T207   4,783,999 179,782 SH   DFND 1,2 179,782 0 0
PIONEER NAT RES CO COM 723787107   24,824,722 119,822 SH   DFND 1,2 119,822 0 0
PRECISION DRILLING CORP COM NEW 74022D407   36,259,212 742,285 SH   DFND 1,2 742,285 0 0
PROFRAC HLDG CORP CLASS A COM 74319N100   33,167,397 2,971,989 SH   DFND 1,2 2,971,989 0 0
PURECYCLE TECHNOLOGIES INC COM 74623V103   3,458,247 323,503 SH   DFND 1,2 323,503 0 0
RAMACO RES INC COM CL A 75134P600   4,330,758 513,123 SH   DFND 1,2 513,123 0 0
RAMACO RES INC COM CL B 75134P501   1,088,798 102,620 SH   DFND 1,2 102,620 0 0
RANGER ENERGY SVCS INC COM CL A 75282U104   15,953,183 1,557,928 SH   DFND 1,2 1,557,928 0 0
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107   104,946,523 4,105,889 SH   DFND 1,2 4,105,889 0 0
SUNCOR ENERGY INC NEW COM 867224107   34,962,875 1,191,131 SH   DFND 1,2 1,191,131 0 0
TIDEWATER INC NEW COM 88642R109   89,089,142 1,606,947 SH   DFND 1,2 1,606,947 0 0
TORM PLC SHS CL A G89479102   5,146,032 212,998 SH   DFND 1,2 212,998 0 0
UNION PAC CORP COM 907818108   53,500,559 261,463 SH   DFND 1,2 261,463 0 0
VALE S A SPONSORED ADS 91912E105   53,680,000 4,000,000 SH   DFND 1,2 4,000,000 0 0
VALERO ENERGY CORP COM 91913Y100   17,595,000 150,000 SH   DFND 1,2 150,000 0 0