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
ADIT EDTECH ACQUISITION CORP *W EXP 99/99/999 007024110   30,000 375,000 SH Call SOLE 0 30,000 0 0
ALGOMA STL GROUP INC COM 015658107   1,471,432 207,244 SH   SOLE 0 1,471,432 0 0
ALTO INGREDIENTS INC COM 021513106   72,250 25,000 SH   SOLE 0 72,250 0 0
ANTERO RESOURCES CORP COM 03674X106   1,741,068 75,600 SH   DFND 1 0 1,741,068 0
ARCH RESOURCES INC CL A 03940R107   6,314,560 56,000 SH   SOLE 0 6,314,560 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100   602,516 26,660 SH   DFND 1 0 602,516 0
ASPEN AEROGELS INC COM 04523Y105   867,900 110,000 SH   SOLE 0 867,900 0 0
BETTER WORLD ACQUISITION COR *W EXP 11/15/202 08772B112   2,539,700 233,000 SH Call SOLE 0 2,539,700 0 0
BITE ACQUISITION CORP *W EXP 02/12/203 09175K113   24,800 310,000 SH Call SOLE 0 24,800 0 0
BLACK MOUNTAIN ACQ CORP *W EXP 10/15/202 09216A116   3,389 67,781 SH Call SOLE 0 3,389 0 0
CANADIAN PACIFIC KANSAS CITY COM 13646K108   5,411,590 67,000 SH   SOLE 0 5,411,590 0 0
CARMAX INC COM 143130102   523,125 6,250 SH   SOLE 0 523,125 0 0
CHENIERE ENERGY INC COM NEW 16411R208   10,208,120 67,000 SH   SOLE 0 10,208,120 0 0
CHESAPEAKE ENERGY CORP COM 165167735   4,435,040 53,000 SH   DFND 1 0 4,435,040 0
CONOCOPHILLIPS COM 20825C104   226,387 2,185 SH   SOLE 0 226,387 0 0
CONSOL ENERGY INC NEW COM 20854L108   1,131,008 16,838 SH   SOLE 0 1,131,008 0 0
COTERRA ENERGY INC COM 127097103   2,462,702 97,340 SH   DFND 1 0 2,462,702 0
DARLING INGREDIENTS INC COM 237266101   2,166,435 33,962 SH   SOLE 0 2,166,435 0 0
DIAMONDBACK ENERGY INC COM 25278X109   200,324 1,525 SH   SOLE 0 200,324 0 0
EQT CORP COM 26884L109   11,547,247 280,750 SH   DFND 1 0 11,547,247 0
FLAME ACQUISITION CORP *W EXP 02/26/202 33850F116   122,067 393,766 SH Call DFND 1 0 122,067 0
GLOBAL PARTNERS LP COM UNITS 37946R109   41,733,798 1,358,080 SH   SOLE 0 41,733,798 0 0
GOAL ACQUISITIONS CORP *W EXP 02/11/202 38021H115   22,000 1,100,000 SH Call SOLE 0 22,000 0 0
GULFPORT ENERGY CORP COMMON SHARES 402635502   10,010,018 95,270 SH   DFND 1 0 10,010,018 0
HAMMERHEAD ENERGY INC CLASS A COM 408302107   1,241,323 171,217 SH   SOLE 0 1,241,323 0 0
HAMMERHEAD ENERGY INC *W EXP 02/23/202 408302115   730,380 518,000 SH Call SOLE 0 730,380 0 0
KOSMOS ENERGY LTD COM 500688106   67,687 11,300 SH   SOLE 0 67,687 0 0
LIVENT CORP COM 53814L108   822,900 30,000 SH   DFND 1 0 822,900 0
MARATHON OIL CORP COM 565849106   4,920,525 213,750 SH   SOLE 0 4,920,525 0 0
MURPHY OIL CORP COM 626717102   1,130,999 29,530 SH   SOLE 0 1,130,999 0 0
NET POWER INC *W EXP 06/08/202 64107A113   310,800 92,500 SH Call DFND 1 0 310,800 0
NEWBURY STREET ACQUISITN COR *W EXP 04/30/202 65101L112   68,875 362,500 SH Call SOLE 0 68,875 0 0
NEXTERA ENERGY INC COM 65339F101   2,226,000 30,000 SH   SOLE 0 2,226,000 0 0
OUSTER INC *W EXP 03/11/202 68989M111   8,840 147,340 SH Call DFND 1 0 8,840 0
OVINTIV INC COM 69047Q102   99,933 2,625 SH   SOLE 0 99,933 0 0
RANGE RES CORP COM 75281A109   3,822,000 130,000 SH   DFND 1 0 3,822,000 0
RF ACQUISITION CORP *W EXP 05/01/202 74954L112   4,500 225,000 SH Call SOLE 0 4,500 0 0
RF ACQUISITION CORP RIGHT 05/01/2028 74954L120   22,500 225,000 SH   SOLE 0 22,500 0 0
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704   3,863,520 36,000 SH   SOLE 0 3,863,520 0 0
SL GREEN RLTY CORP COM 78440X887   751,250 25,000 SH   SOLE 0 751,250 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104   44,393 165 SH   SOLE 0 44,393 0 0
SPRINGWATER SPL SITUATIONS C *W EXP 12/01/202 85205U115   14,850 742,500 SH Call SOLE 0 14,850 0 0
STAR GROUP L P UNIT LTD PARTNR 85512C105   42,663,635 3,123,253 SH   SOLE 0 42,663,635 0 0
SUNRUN INC COM 86771W105   31,790 1,780 SH   SOLE 0 31,790 0 0
TECK RESOURCES LTD CL B 878742204   6,420,250 152,500 SH   SOLE 0 6,420,250 0 0
VALE S A SPONSORED ADS 91912E105   9,769,760 728,000 SH   SOLE 0 9,769,760 0 0
VANGUARD INDEX FDS REAL ESTATE ETF 922908553   355,130 4,250 SH   SOLE 0 355,130 0 0
VISTRA CORP COM 92840M102   17,672,103 673,223 SH   DFND 1 0 17,672,103 0