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
AEMETIS INC COM NEW 00770K202 22,358 1,817,716 SH   DFND 1,2 1,817,716 0 0
ALTO INGREDIENTS INC COM 021513106 7,233 1,503,657 SH   DFND 1,2 1,503,657 0 0
ALTUS POWER INC COM CL A 02217A102 9,473 906,491 SH   DFND 1,2 906,491 0 0
ARCH RESOURCES INC CL A 03940R107 24,873 272,377 SH   DFND 1,2 272,377 0 0
ARCHAEA ENERGY INC COM CL A 03940F103 9,688 529,963 SH   DFND 1,2 529,963 0 0
ARIS WATER SOLUTIONS INC CLASS A COM 04041L106 24,899 1,922,702 SH   DFND 1,2 1,922,702 0 0
ASPEN AEROGELS INC COM 04523Y105 19,925 400,188 SH   DFND 1,2 400,188 0 0
CACTUS INC CL A 127203107 35,801 938,923 SH   DFND 1,2 938,923 0 0
CALIFORNIA RES CORP COM STOCK 13057Q305 99,244 2,323,679 SH   DFND 1,2 2,323,679 0 0
CHART INDS INC COM 16115Q308 18,116 113,586 SH   DFND 1,2 113,586 0 0
CONSOL ENERGY INC NEW COM 20854L108 8,237 362,688 SH   DFND 1,2 362,688 0 0
DENBURY INC COM 24790A101 47,581 621,246 SH   DFND 1,2 621,246 0 0
DHT HOLDINGS INC SHS NEW Y2065G121 5,416 1,043,597 SH   DFND 1,2 1,043,597 0 0
ENERPLUS CORP COM 292766102 38,134 3,613,699 SH   DFND 1,2 3,613,699 0 0
ENETI INC COM Y2294C107 10,872 1,404,642 SH   DFND 1,2 1,404,642 0 0
ENOVIX CORPORATION COM 293594107 32,100 1,176,687 SH   DFND 1,2 1,176,687 0 0
EURONAV NV SHS B38564108 6,851 770,670 SH   DFND 1,2 770,670 0 0
EXPRO GROUP HOLDINGS NV COM N3144W105 10,810 753,312 SH   DFND 1,2 753,312 0 0
FREEPORT-MCMORAN INC CL B 35671D857 16,931 405,729 SH   DFND 1,2 405,729 0 0
FREYR BATTERY *W EXP 10/31/202 L4135L118 80,601 7,209,399 SH   DFND 1,2 7,209,399 0 0
FREYR BATTERY SHS L4135L100 52,882 4,730,050 SH   DFND 1,2 4,730,050 0 0
GEOPARK LTD USD SHS G38327105 18,026 1,574,299 SH   DFND 1,2 1,574,299 0 0
GRAFTECH INTL LTD COM 384313508 8,178 691,252 SH   DFND 1,2 691,252 0 0
GREEN PLAINS INC COM 393222104 32,347 930,587 SH   DFND 1,2 930,587 0 0
HALLIBURTON CO COM 406216101 18,296 800,000 SH   DFND 1,2 800,000 0 0
HYZON MOTORS INC COM CL A 44951Y102 1,298 200,000 SH   DFND 1,2 200,000 0 0
IMPERIAL OIL LTD COM NEW 453038408 45,745 1,267,614 SH   DFND 1,2 1,267,614 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 816,786 2,053,000 SH Put DFND 1,2 2,053,000 0 0
KIRBY CORP COM 497266106 14,806 249,183 SH   DFND 1,2 249,183 0 0
MARATHON OIL CORP COM 565849106 32,049 1,951,845 SH   DFND 1,2 1,951,845 0 0
NABORS INDUSTRIES LTD SHS G6359F137 14,892 183,649 SH   DFND 1,2 183,649 0 0
NATIONAL ENERGY SERVICES REU SHS G6375R107 29,908 3,164,867 SH   DFND 1,2 3,164,867 0 0
NAVITAS SEMICONDUCTOR CORP *W EXP 10/19/202 63942X114 9,330 1,500,000 SH   DFND 1,2 1,500,000 0 0
NAVITAS SEMICONDUCTOR CORP COM 63942X106 11,824 695,101 SH   DFND 1,2 695,101 0 0
NEW FORTRESS ENERGY INC COM CL A 644393100 23,419 970,148 SH   DFND 1,2 970,148 0 0
NORTHERN OIL AND GAS INC MN COM 665531307 25,105 1,219,860 SH   DFND 1,2 1,219,860 0 0
OVINTIV INC COM 69047Q102 40,527 1,202,596 SH   DFND 1,2 1,202,596 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 24,705 2,250,000 SH   DFND 1,2 2,250,000 0 0
PHILLIPS 66 COM 718546104 14,521 200,396 SH   DFND 1,2 200,396 0 0
PRECISION DRILLING CORP COM NEW 74022D407 20,828 589,175 SH   DFND 1,2 589,175 0 0
PURECYCLE TECHNOLOGIES INC COM 74623V103 21,010 2,195,420 SH   DFND 1,2 2,195,420 0 0
RANGER OIL CORPORATION CLASS A COM 70788V102 6,220 231,058 SH   DFND 1,2 231,058 0 0
SELECT ENERGY SVCS INC CL A COM 81617J301 10,316 1,655,866 SH   DFND 1,2 1,655,866 0 0
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 15,076 620,429 SH   DFND 1,2 620,429 0 0
SM ENERGY CO COM 78454L100 3,814 129,388 SH   DFND 1,2 129,388 0 0
SOLARIS OILFIELD INFRASTRUCT COM CL A 83418M103 10,943 1,670,752 SH   DFND 1,2 1,670,752 0 0
STEM INC COM 85859N102 15,176 800,000 SH   DFND 1,2 800,000 0 0
TALOS ENERGY INC COM 87484T108 3,982 406,300 SH   DFND 1,2 406,300 0 0
TELLURIAN INC NEW COM 87968A104 12,365 4,014,500 SH   DFND 1,2 4,014,500 0 0
TENARIS S A SPONSORED ADS 88031M109 43,934 2,106,117 SH   DFND 1,2 2,106,117 0 0
THERMON GROUP HLDGS INC COM 88362T103 2,164 127,818 SH   DFND 1,2 127,818 0 0
VALERO ENERGY CORP COM 91913Y100 20,299 270,252 SH   DFND 1,2 270,252 0 0
VISTA OIL & GAS SAB DE CV SPONSORED ADS 92837L109 15,328 2,875,721 SH   DFND 1,2 2,875,721 0 0
WARRIOR MET COAL INC COM 93627C101 2,988 116,205 SH   DFND 1,2 116,205 0 0
WHITING PETE CORP NEW COM NEW 966387508 25,872 400,000 SH   DFND 1,2 400,000 0 0