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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AES CORP COM 00130H105 1,182 48,641 SH   SOLE   48,641 0 0
ALTUS MIDSTREAM CO COM NEW CL A 02215L209 348 5,676 SH   SOLE   5,676 0 0
ANTERO RESOURCES CORP COM 03674X106 2,384 136,200 SH   SOLE   136,200 0 0
BENSON HILL INC *W EXP 99/99/999 082490111 105 85,070 SH   SOLE   85,070 0 0
BUNGE LIMITED COM G16962105 5,536 59,300 SH   SOLE   59,300 0 0
CENTERPOINT ENERGY INC COM 15189T107 5,529 198,102 SH   SOLE   198,102 0 0
CHART INDS INC COM 16115Q308 4,552 28,542 SH   SOLE   28,542 0 0
CHENIERE ENERGY INC COM NEW 16411R208 6,773 66,782 SH   SOLE   66,782 0 0
CLEAN ENERGY FUELS CORP COM 184499101 2,608 425,511 SH   SOLE   425,511 0 0
CLIMATE REAL IMPACT SLUTINS COM CL A 187171103 2,216 227,086 SH   SOLE   227,086 0 0
CLIMATE REAL IMPACT SLUTINS *W EXP 01/29/202 187171111 42 36,740 SH   SOLE   36,740 0 0
CVR ENERGY INC COM 12662P108 2,235 132,934 SH   SOLE   132,934 0 0
DELEK US HLDGS INC NEW COM 24665A103 4,625 308,558 SH   SOLE   308,558 0 0
DENBURY INC COM 24790A101 7,230 94,403 SH   SOLE   94,403 0 0
DOMINION ENERGY INC COM 25746U109 4,381 55,769 SH   SOLE   55,769 0 0
ECP ENVIRONMENTAL GW OPT COR *W EXP 03/01/202 26829T118 3 3,906 SH   SOLE   3,906 0 0
EMBARK TECHNOLOGY INC *W EXP 11/10/202 29079J111 314 159,987 SH   SOLE   159,987 0 0
ENERGY FUELS INC COM NEW 292671708 1,151 150,916 SH   SOLE   150,916 0 0
ENOVIX CORPORATION COM 293594107 578 21,201 SH   SOLE   21,201 0 0
EQUITRANS MIDSTREAM CORP COM 294600101 4,448 430,139 SH   SOLE   430,139 0 0
EVGO INC CL A COM 30052F100 1,044 105,000 SH   SOLE   105,000 0 0
FIRST RESERVE SUSTAINABLE GW CLASS A COM 336169107 6,389 645,391 SH   SOLE   645,391 0 0
FIRST RESERVE SUSTAINABLE GW *W EXP 03/05/202 336169115 12 15,000 SH   SOLE   15,000 0 0
FREYR BATTERY SHS L4135L100 1,412 126,327 SH   SOLE   126,327 0 0
GENERAL MTRS CO COM 37045V100 2,285 38,975 SH   SOLE   38,975 0 0
GEVO INC COM PAR 374396406 761 177,900 SH   SOLE   177,900 0 0
GFL ENVIRONMENTAL INC SUB VTG SHS 36168Q104 3,930 103,821 SH   SOLE   103,821 0 0
GOGREEN INVESTMENTS CORP UNIT 99/99/9999 G9461B127 5,055 500,000 SH   SOLE   500,000 0 0
GREEN PLAINS INC COM 393222104 4,758 136,877 SH   SOLE   136,877 0 0
HENNESSY CAPITAL INVS CORP V COM CL A 42589T107 244 25,000 SH   SOLE   25,000 0 0
INFRA AND ENERGY ALTRNTIVE I COM 45686J104 2,046 222,346 SH   SOLE   222,346 0 0
IVANHOE CAPITAL ACQUISTIN CO COM CL A G4R87P114 2,577 259,034 SH   SOLE   259,034 0 0
KIMBELL RTY PARTNERS LP UNIT 49435R102 1,590 116,669 SH   SOLE   116,669 0 0
MAMMOTH ENERGY SVCS INC COM 56155L108 182 100,000 SH   SOLE   100,000 0 0
MARATHON OIL CORP COM 565849106 1,642 100,000 SH   SOLE   100,000 0 0
MARATHON PETE CORP COM 56585A102 4,140 64,695 SH   SOLE   64,695 0 0
NEXTDECADE CORP COM 65342K105 1,398 490,624 SH   SOLE   490,624 0 0
NOUVEAU MONDE GRAPHITE INC COM NEW 66979W842 17 2,459 SH   SOLE   2,459 0 0
NUVVE HOLDING CORP COM 67079Y100 3,232 242,651 SH   SOLE   242,651 0 0
OVINTIV INC COM 69047Q102 5,741 170,352 SH   SOLE   170,352 0 0
PAR PAC HOLDINGS INC COM NEW 69888T207 2,672 162,066 SH   SOLE   162,066 0 0
PIONEER NAT RES CO COM 723787107 1,473 8,100 SH   SOLE   8,100 0 0
PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207 2,369 233,621 SH   SOLE   233,621 0 0
PLUG POWER INC COM NEW 72919P202 2,117 75,000 SH   SOLE   75,000 0 0
PNM RES INC COM 69349H107 6,736 147,694 SH   SOLE   147,694 0 0
POWER & DIGITAL INFRASTRUCTU UNIT 12/09/2026 73919C209 1,509 150,000 SH   SOLE   150,000 0 0
PYROPHYTE ACQUISITION CORP UNIT 99/99/9999 G7308P119 254 25,000 SH   SOLE   25,000 0 0
QUANTUMSCAPE CORP COM CL A 74767V109 1,110 50,000 SH   SOLE   50,000 0 0
ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 3,867 89,097 SH   SOLE   89,097 0 0
SEMPRA COM 816851109 2,328 17,600 SH   SOLE   17,600 0 0
SOLID POWER INC CLASS A COM 83422N105 34 3,926 SH   SOLE   3,926 0 0
SPARTAN ACQUISITION CORP III COM CL A 84677R106 2,841 287,800 SH   SOLE   287,800 0 0
SPARTAN ACQUISITION CORP III *W EXP 02/04/202 84677R114 90 62,500 SH   SOLE   62,500 0 0
STEM INC COM 85859N102 4,743 250,000 SH   SOLE   250,000 0 0
SUNCOR ENERGY INC NEW COM 867224107 4,993 199,500 SH   SOLE   199,500 0 0
SUNLIGHT FINANCIAL HOLDINGS COM 86738J106 603 126,072 SH   SOLE   126,072 0 0
SUNLIGHT FINANCIAL HOLDINGS *W EXP 07/09/202 86738J114 6 9,750 SH   SOLE   9,750 0 0
SUSTAINABLE DEVELP ACQU I CO COM CL A 86934L103 468 48,091 SH   SOLE   48,091 0 0
SUSTAINABLE DEVELP ACQU I CO *W EXP 02/04/202 86934L111 14 24,045 SH   SOLE   24,045 0 0
TARGA RES CORP COM 87612G101 2,612 50,000 SH   SOLE   50,000 0 0
TECK RESOURCES LTD CL B 878742204 2,414 83,746 SH   SOLE   83,746 0 0
TPG PACE BEN FIN CORP CL A COM G8990D125 14,331 1,460,847 SH   SOLE   1,460,847 0 0
TPG PACE BEN FIN CORP *W EXP 10/09/202 G8990D117 20 24,182 SH   SOLE   24,182 0 0
TRANSALTA CORP COM 89346D107 4,301 387,200 SH   SOLE   387,200 0 0
URANIUM ENERGY CORP COM 916896103 503 150,000 SH   SOLE   150,000 0 0
VALVOLINE INC COM 92047W101 2,567 68,834 SH   SOLE   68,834 0 0
VERTEX ENERGY INC COM 92534K107 3,397 749,930 SH   SOLE   749,930 0 0
ZIMMER ENERGY TRANSITION ACQ COM CL A 989570106 4,845 500,000 SH   SOLE   500,000 0 0
ZIMMER ENERGY TRANSITION ACQ *W EXP 06/16/202 989570114 223 166,666 SH   SOLE   166,666 0 0