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 7,565 334,732 SH   SOLE   334,732 0 0
AIR PRODS & CHEMS INC COM 009158106 4,760 20,453 SH   SOLE   20,453 0 0
ALBEMARLE CORP COM 012653101 476 1,800 SH   SOLE   1,800 0 0
ANTERO RESOURCES CORP COM 03674X106 10,970 359,333 SH   SOLE   359,333 0 0
APA CORPORATION COM 03743Q108 4,821 141,000 SH   SOLE   141,000 0 0
ARCHAEA ENERGY INC COM CL A 03940F103 12,045 668,770 SH   SOLE   668,770 0 0
AVIENT CORPORATION COM 05368V106 5,770 190,438 SH   SOLE   190,438 0 0
BLOOM ENERGY CORP COM CL A 093712107 956 47,800 SH   SOLE   47,800 0 0
BP PLC SPONSORED ADR 055622104 28,519 998,900 SH   SOLE   998,900 0 0
BUNGE LIMITED COM G16962105 20,816 252,100 SH   SOLE   252,100 0 0
CABOT CORP COM 127055101 6,905 108,082 SH   SOLE   108,082 0 0
CALIFORNIA RES CORP COM STOCK 13057Q305 1,364 35,494 SH   SOLE   35,494 0 0
CHART INDS INC COM 16115Q308 592 3,213 SH   SOLE   3,213 0 0
CHEMOURS CO COM 163851108 8,612 349,382 SH   SOLE   349,382 0 0
CHENIERE ENERGY INC COM NEW 16411R208 14,252 85,901 SH   SOLE   85,901 0 0
CHESAPEAKE ENERGY CORP COM 165167735 20,680 219,509 SH   SOLE   219,509 0 0
CLIMATE REAL IMPACT SLUTINS *W EXP 01/29/202 187171111 1 15,000 SH   SOLE   15,000 0 0
CLIMATE REAL IMPACT SLUTINS COM CL A 187171103 740 75,000 SH   SOLE   75,000 0 0
CONTINENTAL RES INC COM 212015101 2,927 43,818 SH   SOLE   43,818 0 0
COTERRA ENERGY INC COM 127097103 5,441 208,300 SH   SOLE   208,300 0 0
DARLING INGREDIENTS INC COM 237266101 21,479 324,694 SH   SOLE   324,694 0 0
DELEK US HLDGS INC NEW COM 24665A103 8,574 315,921 SH   SOLE   315,921 0 0
DIAMOND OFFSHORE DRILLING IN COM 25271C201 1,706 257,308 SH   SOLE   257,308 0 0
DIAMONDBACK ENERGY INC COM 25278X109 18,252 151,516 SH   SOLE   151,516 0 0
DUPONT DE NEMOURS INC COM 26614N102 4,229 83,900 SH   SOLE   83,900 0 0
ENERPLUS CORP COM 292766102 25,054 1,769,000 SH   SOLE   1,769,000 0 0
ENETI INC COM Y2294C107 1,875 281,100 SH   SOLE   281,100 0 0
ENLINK MIDSTREAM LLC COM UNIT REP LTD 29336T100 14,692 1,652,620 SH   SOLE   1,652,620 0 0
EOG RES INC COM 26875P101 16,145 144,500 SH   SOLE   144,500 0 0
EQT CORP COM 26884L109 7,201 176,706 SH   SOLE   176,706 0 0
EQUITRANS MIDSTREAM CORP COM 294600101 3,735 499,300 SH   SOLE   499,300 0 0
EXCELERATE ENERGY INC CL A COM 30069T101 10,791 461,174 SH   SOLE   461,174 0 0
FIRST SOLAR INC COM 336433107 1,534 11,600 SH   SOLE   11,600 0 0
FORTISTAR SUSTAINABLE SOL CO *W EXP 01/14/202 34962M114 17 150,000 SH   SOLE   150,000 0 0
FORTISTAR SUSTAINABLE SOL CO COM CL A 34962M106 2,967 300,000 SH   SOLE   300,000 0 0
HALLIBURTON CO COM 406216101 9,497 385,747 SH   SOLE   385,747 0 0
HELIX ENERGY SOLUTIONS GRP I COM 42330P107 2,464 638,302 SH   SOLE   638,302 0 0
HF SINCLAIR CORP COM 403949100 8,970 166,600 SH   SOLE   166,600 0 0
LI-CYCLE HOLDINGS CORP COMMON SHARES 50202P105 13,393 2,517,485 SH   SOLE   2,517,485 0 0
LIBERTY ENERGY INC COM CL A 53115L104 4,312 340,047 SH   SOLE   340,047 0 0
MARATHON OIL CORP COM 565849106 19,954 883,708 SH   SOLE   883,708 0 0
MARATHON PETE CORP COM 56585A102 12,756 128,423 SH   SOLE   128,423 0 0
MURPHY OIL CORP COM 626717102 3,313 94,200 SH   SOLE   94,200 0 0
NATIONAL ENERGY SERVICES REU SHS G6375R107 850 143,022 SH   SOLE   143,022 0 0
NEXTIER OILFIELD SOLUTIONS COM 65290C105 9,361 1,264,960 SH   SOLE   1,264,960 0 0
NOBLE CORP NEW ORD SHS A G65431127 2,964 100,215 SH   SOLE   100,215 0 0
NORTHERN OIL AND GAS INC MN COM 665531307 745 27,178 SH   SOLE   27,178 0 0
OCCIDENTAL PETE CORP COM 674599105 6,729 109,500 SH   SOLE   109,500 0 0
OLIN CORP COM PAR $1 680665205 9,725 226,787 SH   SOLE   226,787 0 0
OVINTIV INC COM 69047Q102 21,354 464,223 SH   SOLE   464,223 0 0
PBF ENERGY INC CL A 69318G106 18,701 531,871 SH   SOLE   531,871 0 0
PDC ENERGY INC COM 69327R101 9,714 168,085 SH   SOLE   168,085 0 0
PERIDOT ACQUISITION CORP II *W EXP 04/30/202 G7008B121 9 85,396 SH   SOLE   85,396 0 0
PERIDOT ACQUISITION CORP II SHS CL A G7008B105 4,487 452,584 SH   SOLE   452,584 0 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105 6,164 906,436 SH   SOLE   906,436 0 0
PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207 5,219 478,390 SH   SOLE   478,390 0 0
POWER & DIGITAL INFRASTRUCTU *W EXP 12/09/202 73919C118 26 175,000 SH   SOLE   175,000 0 0
POWER & DIGITAL INFRASTRUCTU CLASS A COM 73919C100 3,472 350,000 SH   SOLE   350,000 0 0
PROFRAC HLDG CORP CLASS A COM 74319N100 4,027 264,789 SH   SOLE   264,789 0 0
PROPETRO HLDG CORP COM 74347M108 502 62,300 SH   SOLE   62,300 0 0
RICE ACQUISITION CORP II *W EXP 99/99/999 G75529126 32 100,000 SH   SOLE   100,000 0 0
RICE ACQUISITION CORP II SHS CL A G75529100 3,940 400,000 SH   SOLE   400,000 0 0
SCHLUMBERGER LTD COM STK 806857108 4,429 123,366 SH   SOLE   123,366 0 0
SHELL PLC SPON ADS 780259305 15,759 316,700 SH   SOLE   316,700 0 0
SIGMA LITHIUM CORPORATION COM 826599102 3,885 142,884 SH   SOLE   142,884 0 0
SM ENERGY CO COM 78454L100 9,014 239,663 SH   SOLE   239,663 0 0
SUNCOR ENERGY INC NEW COM 867224107 11,274 400,482 SH   SOLE   400,482 0 0
SUNPOWER CORP COM 867652406 2,667 115,740 SH   SOLE   115,740 0 0
TARGA RES CORP COM 87612G101 25,914 429,464 SH   SOLE   429,464 0 0
TECHNIPFMC PLC COM G87110105 5,231 618,343 SH   SOLE   618,343 0 0
TENARIS S A SPONSORED ADS 88031M109 17,740 686,520 SH   SOLE   686,520 0 0
TETRA TECHNOLOGIES INC DEL COM 88162F105 1,814 505,255 SH   SOLE   505,255 0 0
TOTALENERGIES SE SPONSORED ADS 89151E109 11,937 256,593 SH   SOLE   256,593 0 0
VALARIS LIMITED CL A G9460G101 1,492 30,493 SH   SOLE   30,493 0 0
VERMILION ENERGY INC COM 923725105 2,195 102,520 SH   SOLE   102,520 0 0