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
ENTERGY CORP NEW COM 29364G103 37,878 379,920 SH   SOLE None 379,920 0 0
TARGA RES CORP COM 87612G101 34,432 774,615 SH   SOLE None 774,615 0 0
RICE ENERGY INC COM 762760106 31,176 1,727,179 SH   SOLE None 1,727,179 0 0
PORTLAND GEN ELEC CO COM NEW 736508847 29,713 644,804 SH   SOLE None 644,804 0 0
OVINTIV INC COM 69047Q102 21,624 687,124 SH   SOLE None 687,124 0 0
EVERGY INC COM 30034W106 20,391 337,428 SH   SOLE None 337,428 0 0
STEM INC COM 85859N102 19,981 554,863 SH   SOLE None 554,863 0 0
OCCIDENTAL PETE CORP COM 674599105 19,259 615,909 SH   SOLE None 615,909 0 0
NISOURCE INC COM 65473P105 18,266 745,546 SH   SOLE None 745,546 0 0
ISHARES TR IBOXX INV CP ETF 464287242 18,197 135,433 SH   SOLE None 135,433 0 0
VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 17,125 180,133 SH   SOLE None 180,133 0 0
CLEARWAY ENERGY INC CL C 18539C204 16,737 632,047 SH   SOLE None 632,047 0 0
DEVON ENERGY CORP NEW COM 25179M103 15,920 545,399 SH   SOLE None 545,399 0 0
CENTERPOINT ENERGY INC COM 15189T107 14,479 590,489 SH   SOLE None 590,489 0 0
VANGUARD SCOTTSDALE FDS LG-TERM COR BD 92206C813 12,483 116,726 SH   SOLE None 116,726 0 0
DIAMONDHEAD HOLDINGS CORP CL A 25278L105 12,179 1,255,579 SH   SOLE None 1,255,579 0 0
XCEL ENERGY INC COM 98389B100 11,908 180,746 SH   SOLE None 180,746 0 0
VIPER ENERGY PARTNERS LP COM UNT RP INT 92763M105 11,832 628,367 SH   SOLE None 628,367 0 0
APACHE CORP COM 037411105 11,763 543,812 SH   SOLE None 543,812 0 0
RICE ACQUISITION CORP II UNIT 99/99/9999 G75529118 10,722 1,049,133 SH   SOLE None 1,049,133 0 0
AMEREN CORP COM 023608102 10,402 129,959 SH   SOLE None 129,959 0 0
ALLIANT ENERGY CORP COM 018802108 10,090 180,951 SH   SOLE None 180,951 0 0
TPG PACE BENEFICIAL II CORP COMMON STOCK G89826104 10,080 1,000,000 SH   SOLE None 1,000,000 0 0
VALERO ENERGY CORP COM 91913Y100 10,043 128,625 SH   SOLE None 128,625 0 0
NATURAL ORDER ACQUISITION CO COM 63889L107 9,973 1,019,737 SH   SOLE None 1,019,737 0 0
MARATHON OIL CORP COM 565849106 9,870 724,662 SH   SOLE None 724,662 0 0
FIRST RESERVE SUSTAINABLE GW CLASS A COM 336169107 9,635 992,864 SH   SOLE None 992,864 0 0
ISHARES TR IBOXX HI YD ETF 464288513 8,826 100,251 SH   SOLE None 100,251 0 0
CVR ENERGY INC COM 12662P108 8,820 491,115 SH   SOLE None 491,115 0 0
MDU RES GROUP INC COM 552690109 8,196 261,529 SH   SOLE None 261,529 0 0
SPDR SERIES TRUST BLOOMBERG BRCLYS 78464A417 7,960 72,389 SH   SOLE None 72,389 0 0
ROYAL DUTCH SHELL PLC SPON ADR B 780259107 7,916 203,852 SH   SOLE None 203,852 0 0
SUNCOR ENERGY INC NEW COM 867224107 7,760 323,734 SH   SOLE None 323,734 0 0
FORTISTAR SUSTAINABLE SOL CO COM CL A 34962M106 7,743 795,735 SH   SOLE None 795,735 0 0
SPARTAN ACQUISITION CORP III COM CL A 84677R106 7,659 783,142 SH   SOLE None 783,142 0 0
CMS ENERGY CORP COM 125896100 7,385 125,000 SH   SOLE None 125,000 0 0
AES CORP COM 00130H105 7,277 279,141 SH   SOLE None 279,141 0 0
CHESAPEAKE ENERGY CORP COM 165167735 6,700 129,052 SH   SOLE None 129,052 0 0
DECARBONIZATION PLUS ACQU II COM CL A 242794105 6,429 651,319 SH   SOLE None 651,319 0 0
NORTHWESTERN CORP COM NEW 668074305 6,109 101,447 SH   SOLE None 101,447 0 0
PDC ENERGY INC COM 69327R101 5,925 129,403 SH   SOLE None 129,403 0 0
CLIMATE REAL IMPACT SLUTINS COM CL A 187171103 4,748 481,068 SH   SOLE None 481,068 0 0
NEXTERA ENERGY INC COM 65339F101 4,388 59,884 SH   SOLE None 59,884 0 0
TOTALENERGIES SE SPONSORED ADS 89151E109 4,108 90,768 SH   SOLE None 90,768 0 0
NOVUS CAPITAL CORPORATION II COM CL A 67012W104 3,969 407,053 SH   SOLE None 407,053 0 0
ANTERO RESOURCES CORP COM 03674X106 3,865 257,149 SH   SOLE None 257,149 0 0
SUSTAINABLE DEVELP ACQU I CO COM CL A 86934L103 3,395 350,000 SH   SOLE None 350,000 0 0
TENARIS S A SPONSORED ADS 88031M109 3,342 152,621 SH   SOLE None 152,621 0 0
KEYCORP COM 493267108 3,283 158,994 SH   SOLE None 158,994 0 0
REGIONS FINANCIAL CORP NEW COM 7591EP100 3,267 161,883 SH   SOLE None 161,883 0 0
RYDER SYS INC COM 783549108 3,201 43,060 SH   SOLE None 43,060 0 0
ECP ENVIRONMENTAL GW OPT COR COM CL A 26829T100 3,048 312,617 SH   SOLE None 312,617 0 0
UMPQUA HLDGS CORP COM 904214103 3,001 162,636 SH   SOLE None 162,636 0 0
RICE ACQUISITION CORP *W EXP 10/26/202 762594117 2,944 516,529 SH   SOLE None 516,529 0 0
FIRSTENERGY CORP COM 337932107 2,791 75,000 SH   SOLE None 75,000 0 0
MICROSOFT CORP COM 594918104 2,739 10,112 SH   SOLE None 10,112 0 0
ASSURED GUARANTY LTD COM G0585R106 2,643 55,662 SH   SOLE None 55,662 0 0
QUEENS GAMBIT GROWTH CAPITAL CL A SHS G7315C101 2,542 261,551 SH   SOLE None 261,551 0 0
SOCIAL LEVERAGE ACQUISN CORP COM CL A 83363K102 2,430 250,000 SH   SOLE None 250,000 0 0
KIMBELL RTY PARTNERS LP UNIT 49435R102 2,380 185,214 SH   SOLE None 185,214 0 0
GROUP NINE ACQUISITION CORP COM CL A 39947R104 2,335 238,790 SH   SOLE None 238,790 0 0
FIFTH THIRD BANCORP COM 316773100 2,302 60,225 SH   SOLE None 60,225 0 0
SPDR SER TR S&P METALS MNG 78464A755 2,226 51,701 SH   SOLE None 51,701 0 0
SWITCHBACK II CORPORATION COM CL A G8633T115 2,218 224,291 SH   SOLE None 224,291 0 0
ARCH COAL INC CL A 039380407 2,201 38,619 SH   SOLE None 38,619 0 0
TECHNIPFMC PLC COM G87110105 2,194 242,405 SH   SOLE None 242,405 0 0
ZIONS BANCORPORATION N A COM 989701107 2,122 40,153 SH   SOLE None 40,153 0 0
STEEL DYNAMICS INC COM 858119100 2,083 34,955 SH   SOLE None 34,955 0 0
DIAMONDBACK ENERGY INC COM 25278X109 2,076 22,111 SH   SOLE None 22,111 0 0
ALLEGHENY TECHNOLOGIES INC COM 01741R102 2,023 97,017 SH   SOLE None 97,017 0 0
WILLIAMS COS INC COM 969457100 2,002 75,414 SH   SOLE None 75,414 0 0
STAR PEAK CORP II COM CL A 855179107 1,998 201,857 SH   SOLE None 201,857 0 0
CHENIERE ENERGY INC COM NEW 16411R208 1,940 22,370 SH   SOLE None 22,370 0 0
BAKER HUGHES COMPANY CL A 05722G100 1,930 84,404 SH   SOLE None 84,404 0 0
TRITON INTL LTD CL A G9078F107 1,713 32,719 SH   SOLE None 32,719 0 0
KRAFT HEINZ CO COM 500754106 1,706 41,842 SH   SOLE None 41,842 0 0
PERRIGO CO PLC SHS G97822103 1,704 37,159 SH   SOLE None 37,159 0 0
LIBERTY OILFIELD SVCS INC COM CL A 53115L104 1,703 120,263 SH   SOLE None 120,263 0 0
SCHLUMBERGER LTD COM STK 806857108 1,632 50,970 SH   SOLE None 50,970 0 0
VINE ENERGY INC CL A 92735P103 1,585 101,658 SH   SOLE None 101,658 0 0
HILLENBRAND INC COM 431571108 1,583 35,913 SH   SOLE None 35,913 0 0
VULCAN MATLS CO COM 929160109 1,481 8,507 SH   SOLE None 8,507 0 0
ALBANY INTL CORP CL A 012348108 1,454 16,292 SH   SOLE None 16,292 0 0
UNITED STATES STL CORP NEW COM 912909108 1,452 60,481 SH   SOLE None 60,481 0 0
COLUMBIA PPTY TR INC COM NEW 198287203 1,409 81,029 SH   SOLE None 81,029 0 0
CABOT MICROELECTRONICS CORP COM 12709P103 1,382 9,170 SH   SOLE None 9,170 0 0
SP PLUS CORP COM 78469C103 1,294 42,287 SH   SOLE None 42,287 0 0
LIONS GATE ENTMNT CORP CL A VTG 535919401 1,252 60,498 SH   SOLE None 60,498 0 0
WESCO INTL INC COM 95082P105 1,248 12,142 SH   SOLE None 12,142 0 0
MACYS INC COM 55616P104 1,242 65,488 SH   SOLE None 65,488 0 0
JAWS MUSTANG ACQUISITION COR SHS CL A G50737108 1,220 125,000 SH   SOLE None 125,000 0 0
CHAMPIONX CORPORATION COM 15872M104 1,208 47,103 SH   SOLE None 47,103 0 0
EDITAS MEDICINE INC COM 28106W103 1,192 21,046 SH   SOLE None 21,046 0 0
SEVEN OAKS ACQUISITION CORP COM CL A 81787X106 1,149 116,197 SH   SOLE None 116,197 0 0
CONSTELLIUM SE CL A SHS F21107101 1,116 58,878 SH   SOLE None 58,878 0 0
NATIONAL ENERGY SERVICES REU SHS G6375R107 1,115 78,214 SH   SOLE None 78,214 0 0
WHITING PETE CORP NEW COM NEW 966387409 1,101 20,179 SH   SOLE None 20,179 0 0
SUMMIT HOTEL PPTYS INC COM 866082100 1,042 111,706 SH   SOLE None 111,706 0 0
SUNRUN INC COM 86771W105 1,008 18,076 SH   SOLE None 18,076 0 0
NORTHERN GENESIS ACQUISITION COMMON STOCK 66516U101 946 95,037 SH   SOLE None 95,037 0 0
NEWMONT CORP COM 651639106 944 14,894 SH   SOLE None 14,894 0 0
TOYOTA MOTOR CORP SP ADR REP2COM 892331307 923 5,281 SH   SOLE None 5,281 0 0
CARS COM INC COM 14575E105 922 64,339 SH   SOLE None 64,339 0 0
JOHNSON CTLS INTL PLC SHS G51502105 909 13,251 SH   SOLE None 13,251 0 0
TAYLOR MORRISON HOME CORP COM 87724P106 872 32,990 SH   SOLE None 32,990 0 0
OSHKOSH CORP COM 688239201 854 6,852 SH   SOLE None 6,852 0 0
COMMSCOPE HLDG CO INC COM 20337X109 846 39,690 SH   SOLE None 39,690 0 0
GRAINGER W W INC COM 384802104 824 1,882 SH   SOLE None 1,882 0 0
CHEESECAKE FACTORY INC COM 163072101 814 15,033 SH   SOLE None 15,033 0 0
MARTIN MARIETTA MATLS INC COM 573284106 807 2,294 SH   SOLE None 2,294 0 0
STERLING BANCORP DEL COM 85917A100 734 29,617 SH   SOLE None 29,617 0 0
HECLA MNG CO COM 422704106 730 98,164 SH   SOLE None 98,164 0 0
DIEBOLD NIXDORF INC COM STK 253651103 728 56,729 SH   SOLE None 56,729 0 0
FOX CORP CL B COM 35137L204 719 20,434 SH   SOLE None 20,434 0 0
COEUR MNG INC COM NEW 192108504 701 78,899 SH   SOLE None 78,899 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 675 3,400 SH   SOLE None 3,400 0 0
SCRIPPS E W CO OHIO CL A NEW 811054402 643 31,557 SH   SOLE None 31,557 0 0
FIRST FINL BANCORP OH COM 320209109 629 26,600 SH   SOLE None 26,600 0 0
RUBIUS THERAPEUTICS INC COM 78116T103 608 24,911 SH   SOLE None 24,911 0 0
CONSTELLATION PHARMCETICLS I COM 210373106 574 16,995 SH   SOLE None 16,995 0 0
SQUARE INC CL A 852234103 543 2,227 SH   SOLE None 2,227 0 0
ABM INDS INC COM 000957100 532 12,000 SH   SOLE None 12,000 0 0
JPMORGAN CHASE & CO COM 46625H100 528 3,392 SH   SOLE None 3,392 0 0
BIOXCEL THERAPEUTICS INC COM 09075P105 476 16,397 SH   SOLE None 16,397 0 0
JOHNSON & JOHNSON COM 478160104 456 2,771 SH   SOLE None 2,771 0 0
LAM RESEARCH CORP COM 512807108 439 675 SH   SOLE None 675 0 0
RILEY EXPLORATION PERMIAN IN COM 76665T102 435 15,000 SH   SOLE None 15,000 0 0
NETSCOUT SYS INC COM 64115T104 421 14,758 SH   SOLE None 14,758 0 0
BEST BUY INC COM 086516101 396 3,443 SH   SOLE None 3,443 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 372 6,750 SH   SOLE None 6,750 0 0
ABBVIE INC COM 00287Y109 288 2,560 SH   SOLE None 2,560 0 0
PEBBLEBROOK HOTEL TR COM 70509V100 282 11,961 SH   SOLE None 11,961 0 0
ABBOTT LABS COM 002824100 278 2,400 SH   SOLE None 2,400 0 0
AMAZON COM INC COM 023135106 275 80 SH   SOLE None 80 0 0
COSTCO WHSL CORP NEW COM 22160K105 265 670 SH   SOLE None 670 0 0
HYSTER YALE MATLS HANDLING I CL A 449172105 263 3,607 SH   SOLE None 3,607 0 0
CEDAR REALTY TRUST INC COM NEW 150602605 260 15,434 SH   SOLE None 15,434 0 0
3M CO COM 88579Y101 254 1,280 SH   SOLE None 1,280 0 0
SUNNOVA ENERGY INTL INC. COM 86745K104 248 6,577 SH   SOLE None 6,577 0 0
ISHARES TR CHINA LG-CAP ETF 464287184 226 4,880 SH   SOLE None 4,880 0 0
FARFETCH LTD ORD SH CL A 30744W107 221 4,384 SH   SOLE None 4,384 0 0
UNITEDHEALTH GROUP INC COM 91324P102 220 550 SH   SOLE None 550 0 0
INTEL CORP COM 458140100 208 3,700 SH   SOLE None 3,700 0 0
EMERSON ELEC CO COM 291011104 202 2,100 SH   SOLE None 2,100 0 0