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
CNX RES CORP COM 12653C108   16,801,066 997,688 SH   DFND 1,2 997,688 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100   62,851,476 3,251,499 SH   DFND 1,2 3,251,499 0 0
GOLDEN OCEAN GROUP LTD SHS NEW G39637205   8,690,000 1,000,000 SH   DFND 1,2 1,000,000 0 0
NATIONAL ENERGY SERVICES REU SHS G6375R107   28,466,492 4,101,800 SH   DFND 1,2 4,101,800 0 0
SELECT ENERGY SVCS INC CL A COM 81617J301   10,966,143 1,186,812 SH   DFND 1,2 1,186,812 0 0
TIDEWATER INC NEW COM 88642R109   63,689,513 1,728,345 SH   DFND 1,2 1,728,345 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   533,252,328 2,002,600 SH Put DFND 1,2 2,002,600 0 0
NOV INC COM 62955J103   27,632,561 1,322,765 SH   DFND 1,2 1,322,765 0 0
ASPEN AEROGELS INC COM 04523Y105   35,072,291 2,974,749 SH   DFND 1,2 2,974,749 0 0
RIO TINTO PLC SPONSORED ADR 767204100   94,626,295 1,329,021 SH   DFND 1,2 1,329,021 0 0
VERMILION ENERGY INC COM 923725105   35,223,389 1,989,012 SH   DFND 1,2 1,989,012 0 0
SOLARIS OILFIELD INFRASTRUCT COM CL A 83418M103   14,684,385 1,478,790 SH   DFND 1,2 1,478,790 0 0
PRECISION DRILLING CORP COM NEW 74022D407   45,876,514 598,748 SH   DFND 1,2 598,748 0 0
HALLIBURTON CO COM 406216101   29,906,000 760,000 SH   DFND 1,2 760,000 0 0
PURECYCLE TECHNOLOGIES INC COM 74623V103   10,906,374 1,613,369 SH   DFND 1,2 1,613,369 0 0
MICROVAST HOLDINGS INC COM 59516C106   4,771,744 3,118,787 SH   DFND 1,2 3,118,787 0 0
FREYR BATTERY *W EXP 09/01/202 L4135L118   20,334,617 7,185,377 SH   DFND 1,2 7,185,377 0 0
ROTH CH ACQUISITION IV CO COM 77867P104   4,596,736 448,900 SH   DFND 1,2 448,900 0 0
BORR DRILLING LTD SHS G1466R173   12,412,774 2,497,540 SH   DFND 1,2 2,497,540 0 0
MARATHON OIL CORP COM 565849106   54,781,586 2,023,701 SH   DFND 1,2 2,023,701 0 0
FLAME ACQUISITION CORP COM CL A 33850F108   2,507,284 249,481 SH   DFND 1,2 249,481 0 0
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106   22,441,276 320,178 SH   DFND 1,2 320,178 0 0
OPAL FUELS INC CLASS A COM 68347P103   11,929,408 1,638,655 SH   DFND 1,2 1,638,655 0 0
ALCOA CORP COM 013872106   22,738,319 500,073 SH   DFND 1,2 500,073 0 0
TENARIS S A SPONSORED ADS 88031M109   24,366,689 693,023 SH   DFND 1,2 693,023 0 0
ENERPLUS CORP COM 292766102   89,465,316 5,066,769 SH   DFND 1,2 5,066,769 0 0
FLEX LTD ORD Y2573F102   32,142,745 1,497,798 SH   DFND 1,2 1,497,798 0 0
SUNCOR ENERGY INC NEW COM 867224107   87,294,372 2,751,043 SH   DFND 1,2 2,751,043 0 0
ENOVIX CORPORATION COM 293594107   43,057,714 3,461,231 SH   DFND 1,2 3,461,231 0 0
PHILLIPS 66 COM 718546104   61,586,322 591,721 SH   DFND 1,2 591,721 0 0
NEW FORTRESS ENERGY INC COM CL A 644393100   131,779,427 3,106,540 SH   DFND 1,2 3,106,540 0 0
RANGER ENERGY SVCS INC COM CL A 75282U104   17,126,661 1,555,555 SH   DFND 1,2 1,555,555 0 0
FREYR BATTERY SHS L4135L100   47,187,327 5,436,328 SH   DFND 1,2 5,436,328 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104   22,661,600 80,000 SH   DFND 1,2 80,000 0 0
CANADIAN NAT RES LTD COM 136385101   64,993,757 1,170,000 SH   DFND 1,2 1,170,000 0 0
CONSOL ENERGY INC NEW COM 20854L108   1,703,845 26,213 SH   DFND 1,2 26,213 0 0
CALIFORNIA RES CORP COM STOCK 13057Q305   95,127,479 2,186,336 SH   DFND 1,2 2,186,336 0 0
PDC ENERGY INC COM 69327R101   50,666,689 798,152 SH   DFND 1,2 798,152 0 0
TECHNIPFMC PLC COM G87110105   73,959,448 6,067,223 SH   DFND 1,2 6,067,223 0 0
STAR BULK CARRIERS CORP. SHS PAR Y8162K204   9,615,000 500,000 SH   DFND 1,2 500,000 0 0
CSX CORP COM 126408103   20,137,000 650,000 SH   DFND 1,2 650,000 0 0
FIRST SOLAR INC COM 336433107   65,066,829 434,387 SH   DFND 1,2 434,387 0 0
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107   46,873,000 1,900,000 SH   DFND 1,2 1,900,000 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101   45,543,550 2,827,036 SH   DFND 1,2 2,827,036 0 0
APPLE INC COM 037833100   220,881,000 1,700,000 SH Put DFND 1,2 1,700,000 0 0
ALTUS POWER INC COM CL A 02217A102   14,355,697 2,201,794 SH   DFND 1,2 2,201,794 0 0
MAXEON SOLAR TECHNOLOGIES LT SHS Y58473102   2,778,460 173,005 SH   DFND 1,2 173,005 0 0
SHELL PLC SPON ADS 780259305   64,138,799 1,126,230 SH   DFND 1,2 1,126,230 0 0
KIRBY CORP COM 497266106   26,733,049 415,432 SH   DFND 1,2 415,432 0 0
AEMETIS INC COM NEW 00770K202   7,043,711 1,778,715 SH   DFND 1,2 1,778,715 0 0
STEM INC COM 85859N102   22,205,270 2,483,811 SH   DFND 1,2 2,483,811 0 0
RAMACO RES INC COM 75134P303   5,377,124 611,732 SH   DFND 1,2 611,732 0 0
ENETI INC COM Y2294C107   8,871,024 882,689 SH   DFND 1,2 882,689 0 0