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
NISOURCE INC COM 65473P105   86,504,214 3,093,856 SH   SOLE None 3,093,856 0 0
ENTERGY CORP NEW COM 29364G103   84,133,951 780,898 SH   SOLE None 780,898 0 0
DTE ENERGY CO COM 233331107   72,210,192 659,213 SH   SOLE None 659,213 0 0
TARGA RES CORP COM 87612G101   71,372,383 978,374 SH   SOLE None 978,374 0 0
NEW FORTRESS ENERGY INC COM CL A 644393100   69,868,968 2,374,073 SH   SOLE None 2,374,073 0 0
CONOCOPHILLIPS COM 20825C104   46,701,223 470,731 SH   SOLE None 470,731 0 0
PEMBINA PIPELINE CORP COM 706327103   45,560,119 1,406,869 SH   SOLE None 1,406,869 0 0
MURPHY OIL CORP COM 626717102   45,165,190 1,221,341 SH   SOLE None 1,221,341 0 0
PORTLAND GEN ELEC CO COM NEW 736508847   39,726,596 812,571 SH   SOLE None 812,571 0 0
CLEARWAY ENERGY INC CL C 18539C204   37,392,574 1,193,507 SH   SOLE None 1,193,507 0 0
PDC ENERGY INC COM 69327R101   37,081,856 577,779 SH   SOLE None 577,779 0 0
ALLIANT ENERGY CORP COM 018802108   35,643,432 667,480 SH   SOLE None 667,480 0 0
EXELON CORP COM 30161N101   35,459,047 846,480 SH   SOLE None 846,480 0 0
NORTHERN OIL AND GAS INC MN COM 665531307   32,686,920 1,076,999 SH   SOLE None 1,076,999 0 0
CENOVUS ENERGY INC COM 15135U109   31,779,889 1,820,154 SH   SOLE None 1,820,154 0 0
DIAMONDBACK ENERGY INC COM 25278X109   31,018,271 229,476 SH   SOLE None 229,476 0 0
PPL CORP COM 69351T106   28,499,451 1,025,529 SH   SOLE None 1,025,529 0 0
EVERGY INC COM 30034W106   27,461,277 449,301 SH   SOLE None 449,301 0 0
XCEL ENERGY INC COM 98389B100   27,233,081 403,812 SH   SOLE None 403,812 0 0
OVINTIV INC COM 69047Q102   26,506,028 734,646 SH   SOLE None 734,646 0 0
AMEREN CORP COM 023608102   23,462,746 271,591 SH   SOLE None 271,591 0 0
EQT CORP COM 26884L109   22,570,166 707,307 SH   SOLE None 707,307 0 0
RANGE RES CORP COM 75281A109   21,492,634 811,962 SH   SOLE None 811,962 0 0
ATLAS ENERGY SOLUTIONS INC COM CLASS A 04930R107   20,436,000 1,200,000 SH   SOLE None 1,200,000 0 0
CENTERPOINT ENERGY INC COM 15189T107   20,070,774 681,289 SH   SOLE None 681,289 0 0
WILLIAMS COS INC COM 969457100   13,472,802 451,199 SH   SOLE None 451,199 0 0
LEAR CORP COM NEW 521865204   13,369,280 95,844 SH   SOLE None 95,844 0 0
PUBLIC SVC ENTERPRISE GRP IN COM 744573106   10,868,736 174,039 SH   SOLE None 174,039 0 0
RICE ACQUISITION CORP II SHS CL A G75529100   10,525,500 1,028,383 SH   SOLE None 1,028,383 0 0
CNX RES CORP COM 12653C108   9,957,151 621,545 SH   SOLE None 621,545 0 0
CMS ENERGY CORP COM 125896100   9,161,272 149,255 SH   SOLE None 149,255 0 0
GENERAL MTRS CO COM 37045V100   9,048,369 246,684 SH   SOLE None 246,684 0 0
ANTERO MIDSTREAM CORP COM 03676B102   8,723,641 831,615 SH   SOLE None 831,615 0 0
DOW INC COM 260557103   7,843,591 143,079 SH   SOLE None 143,079 0 0
NXP SEMICONDUCTORS N V COM N6596X109   7,829,153 41,985 SH   SOLE None 41,985 0 0
SM ENERGY CO COM 78454L100   7,686,666 272,964 SH   SOLE None 272,964 0 0
NORFOLK SOUTHN CORP COM 655844108   7,678,640 36,220 SH   SOLE None 36,220 0 0
VISTEON CORP COM NEW 92839U206   7,520,312 47,952 SH   SOLE None 47,952 0 0
CF INDS HLDGS INC COM 125269100   7,461,903 102,937 SH   SOLE None 102,937 0 0
AUTOLIV INC COM 052800109   7,428,749 79,571 SH   SOLE None 79,571 0 0
DANA INC COM 235825205   7,152,904 475,276 SH   SOLE None 475,276 0 0
FEDEX CORP COM 31428X106   6,854,700 30,000 SH   SOLE None 30,000 0 0
HF SINCLAIR CORP COM 403949100   6,530,574 134,985 SH   SOLE None 134,985 0 0
STELLANTIS N.V SHS N82405106   6,154,259 338,332 SH   SOLE None 338,332 0 0
FREYR BATTERY SHS L4135L100   6,106,203 686,862 SH   SOLE None 686,862 0 0
OLIN CORP COM PAR $1 680665205   5,966,972 107,513 SH   SOLE None 107,513 0 0
AMERICAN AXLE & MFG HLDGS IN COM 024061103   5,939,247 760,467 SH   SOLE None 760,467 0 0
MAGNA INTL INC COM 559222401   5,918,735 110,486 SH   SOLE None 110,486 0 0
TPG PACE BENEFICIAL II CORP COMMON STOCK G89826104   5,832,060 584,955 SH   SOLE None 584,955 0 0
NEXTERA ENERGY INC COM 65339F101   5,827,248 75,600 SH   SOLE None 75,600 0 0
TALOS ENERGY INC COM 87484T108   5,793,862 390,422 SH   SOLE None 390,422 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104   5,471,100 18,000 SH   SOLE None 18,000 0 0
TOYOTA MOTOR CORP ADS 892331307   5,341,288 37,697 SH   SOLE None 37,697 0 0
ENPHASE ENERGY INC COM 29355A107   5,257,000 25,000 SH   SOLE None 25,000 0 0
STEM INC COM 85859N102   5,226,646 921,807 SH   SOLE None 921,807 0 0
LINDE PLC SHS G54950103   4,662,662 13,118 SH   SOLE None 13,118 0 0
FMC CORP COM NEW 302491303   4,505,742 36,893 SH   SOLE None 36,893 0 0
SPIRE INC COM 84857L101   4,318,941 61,576 SH   SOLE None 61,576 0 0
ALGOMA STL GROUP INC COM 015658107   4,163,438 515,277 SH   SOLE None 515,277 0 0
PG&E CORP COM 69331C108   4,042,500 250,000 SH   SOLE None 250,000 0 0
PINNACLE WEST CAP CORP COM 723484101   4,029,275 50,849 SH   SOLE None 50,849 0 0
PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207   3,996,614 304,620 SH   SOLE None 304,620 0 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105   3,902,283 371,646 SH   SOLE None 371,646 0 0
MICROSOFT CORP COM 594918104   3,866,680 13,412 SH   SOLE None 13,412 0 0
CSX CORP COM 126408103   3,798,158 126,859 SH   SOLE None 126,859 0 0
CHORD ENERGY CORPORATION COM NEW 674215207   3,739,726 27,784 SH   SOLE None 27,784 0 0
AXALTA COATING SYS LTD COM G0750C108   3,733,455 123,257 SH   SOLE None 123,257 0 0
RPM INTL INC COM 749685103   3,557,996 40,784 SH   SOLE None 40,784 0 0
APTIV PLC SHS G6095L109   3,101,493 27,645 SH   SOLE None 27,645 0 0
NATIONAL ENERGY SERVICES REU SHS G6375R107   3,054,424 580,689 SH   SOLE None 580,689 0 0
COTERRA ENERGY INC COM 127097103   2,963,058 120,744 SH   SOLE None 120,744 0 0
SOUTHWESTERN ENERGY CO COM 845467109   2,500,000 500,000 SH   SOLE None 500,000 0 0
HARLEY DAVIDSON INC COM 412822108   2,292,970 60,389 SH   SOLE None 60,389 0 0
CORTEVA INC COM 22052L104   2,120,681 35,163 SH   SOLE None 35,163 0 0
ROCKWELL AUTOMATION INC COM 773903109   2,015,415 6,868 SH   SOLE None 6,868 0 0
UNION PAC CORP COM 907818108   2,012,600 10,000 SH   SOLE None 10,000 0 0
NUTRIEN LTD COM 67077M108   1,983,759 26,862 SH   SOLE None 26,862 0 0
BLOOM ENERGY CORP COM CL A 093712107   1,838,343 92,240 SH   SOLE None 92,240 0 0
DARLING INGREDIENTS INC COM 237266101   1,752,000 30,000 SH   SOLE None 30,000 0 0
ALGONQUIN PWR UTILS CORP COM 015857105   1,690,799 201,400 SH   SOLE None 201,400 0 0
CLEAN ENERGY FUELS CORP COM 184499101   1,495,624 343,033 SH   SOLE None 343,033 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   1,228,170 3,000 SH   SOLE None 3,000 0 0
AURORA INNOVATION INC CLASS A COM 051774107   864,686 622,076 SH   SOLE None 622,076 0 0
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102   796,068 15,915 SH   SOLE None 15,915 0 0
FISKER INC CL A COM STK 33813J106   642,803 104,691 SH   SOLE None 104,691 0 0
THE LION ELECTRIC COMPANY COMMON STOCK 536221104   629,729 338,564 SH   SOLE None 338,564 0 0
FIRSTENERGY CORP COM 337932107   628,421 15,687 SH   SOLE None 15,687 0 0
POLESTAR AUTOMOTIVE HLDG UK ADS A 731105201   557,395 147,070 SH   SOLE None 147,070 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103   509,664 32,924 SH   SOLE None 32,924 0 0
LI-CYCLE HOLDINGS CORP COMMON SHARES 50202P105   438,166 77,827 SH   SOLE None 77,827 0 0
LAM RESEARCH CORP COM 512807108   357,831 675 SH   SOLE None 675 0 0
COSTCO WHSL CORP NEW COM 22160K105   332,903 670 SH   SOLE None 670 0 0
UNITEDHEALTH GROUP INC COM 91324P102   259,925 550 SH   SOLE None 550 0 0
RICE ACQUISITION CORP II *W EXP 99/99/999 G75529126   241,081 164,583 SH   SOLE None 164,583 0 0
CINTAS CORP COM 172908105   208,206 450 SH   SOLE None 450 0 0