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
AGCO CORP COM 001084102 8,762 60,000 SH   SOLE   60,000 0 0
ALBEMARLE CORP COM 012653101 13,269 60,000 SH   SOLE   60,000 0 0
AMERICAN SUPERCONDUCTOR CORP SHS NEW 030111207 2,283 300,000 SH   SOLE   300,000 0 0
ANTERO RESOURCES CORP COM 03674X106 6,411 210,000 SH   SOLE   210,000 0 0
ARCHAEA ENERGY INC COM CL A 03940F103 13,178 600,900 SH   SOLE   600,900 0 0
BORR DRILLING LTD SHS G1466R173 586 175,000 SH   SOLE   175,000 0 0
CENOVUS ENERGY INC COM 15135U109 8,840 530,000 SH   SOLE   530,000 0 0
CHESAPEAKE ENERGY CORP COM 165167735 6,090 70,000 SH   SOLE   70,000 0 0
CLEAN ENERGY FUELS CORP COM 184499101 2,779 350,000 SH   SOLE   350,000 0 0
CLEAN HARBORS INC COM 184496107 17,304 155,000 SH   SOLE   155,000 0 0
CNH INDL N V SHS N20944109 4,758 300,000 SH   SOLE   300,000 0 0
CONOCOPHILLIPS COM 20825C104 7,000 70,000 SH   SOLE   70,000 0 0
CORE SCIENTIFIC INC *W EXP 01/19/202 21873J116 257 31,249 SH   SOLE   31,249 0 0
DAQO NEW ENERGY CORP SPNSRD ADS NEW 23703Q203 8,264 200,000 SH Call SOLE   200,000 0 0
DAQO NEW ENERGY CORP SPNSRD ADS NEW 23703Q203 8,264 200,000 SH   SOLE   200,000 0 0
DENBURY INC COM 24790A101 6,843 87,090 SH   SOLE   87,090 0 0
DEVON ENERGY CORP NEW COM 25179M103 4,730 80,000 SH   SOLE   80,000 0 0
DIAMONDBACK ENERGY INC COM 25278X109 7,265 53,000 SH   SOLE   53,000 0 0
ELECTRIC LAST MILE SOLUTNS I CLASS A COM 28489L104 2,222 1,554,166 SH   SOLE   1,554,166 0 0
ENERGY TRANSFER L P COM UT LTD PTN 29273V100 7,833 700,000 SH Call SOLE   700,000 0 0
ENPHASE ENERGY INC COM 29355A107 13,116 65,000 SH   SOLE   65,000 0 0
ENVIVA INC COM 29415B103 6,332 80,000 SH   SOLE   80,000 0 0
EQUITRANS MIDSTREAM CORP COM 294600101 9,706 1,150,000 SH   SOLE   1,150,000 0 0
EXXON MOBIL CORP COM 30231G102 14,371 174,000 SH Call SOLE   174,000 0 0
EXXON MOBIL CORP COM 30231G102 13,649 165,260 SH   SOLE   165,260 0 0
FIRST SOLAR INC COM 336433107 4,187 50,000 SH Call SOLE   50,000 0 0
FIRST SOLAR INC COM 336433107 12,142 145,000 SH   SOLE   145,000 0 0
FORD MTR CO DEL COM 345370860 6,764 400,000 SH Call SOLE   400,000 0 0
FORTISTAR SUSTAINABLE SOL CO *W EXP 01/14/202 34962M114 979 100,000 SH   SOLE   100,000 0 0
FREYR BATTERY SHS L4135L100 2,452 200,000 SH   SOLE   200,000 0 0
GENERAC HLDGS INC COM 368736104 9,661 32,500 SH   SOLE   32,500 0 0
GFL ENVIRONMENTAL INC SUB VTG SHS 36168Q104 5,695 175,000 SH   SOLE   175,000 0 0
GOLAR LNG LTD SHS G9456A100 3,717 150,000 SH   SOLE   150,000 0 0
GRAFTECH INTL LTD COM 384313508 3,848 400,000 SH   SOLE   400,000 0 0
HANNON ARMSTRONG SUST INFR C COM 41068X100 7,115 150,000 SH   SOLE   150,000 0 0
INNOVIZ TECHNOLOGIES LTD SHS M5R635108 1,810 500,000 SH   SOLE   500,000 0 0
ISHARES TR GL CLEAN ENE ETF 464288224 109,214 5,075,000 SH Call SOLE   5,075,000 0 0
ISHARES TR GL CLEAN ENE ETF 464288224 21,520 1,000,000 SH Put SOLE   1,000,000 0 0
OCCIDENTAL PETE CORP COM 674599105 17,193 303,021 SH   SOLE   303,021 0 0
OCCIDENTAL PETE CORP *W EXP 08/03/202 674599162 29,398 518,115 SH   SOLE   518,115 0 0
PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207 2,888 250,000 SH   SOLE   250,000 0 0
PLUG POWER INC COM NEW 72919P202 5,007 175,000 SH   SOLE   175,000 0 0
POLAR PWR INC COM 73102V105 640 200,000 SH   SOLE   200,000 0 0
RENEWABLE ENERGY GROUP INC COM NEW 75972A301 7,581 125,000 SH   SOLE   125,000 0 0
RICE ACQUISITION CORP II *W EXP 99/99/999 G75529126 1,048 106,249 SH   SOLE   106,249 0 0
SCORPIO TANKERS INC SHS Y7542C130 3,207 150,000 SH   SOLE   150,000 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506 7,644 100,000 SH Call SOLE   100,000 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506 30,576 400,000 SH Put SOLE   400,000 0 0
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 41,192 400,000 SH Put SOLE   400,000 0 0
SNOW LAKE RES LTD COM 83336J208 1,878 200,000 SH   SOLE   200,000 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 4,030 12,500 SH   SOLE   12,500 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 343 760 SH   SOLE   760 0 0
STAR BULK CARRIERS CORP. SHS PAR Y8162K204 3,711 125,000 SH   SOLE   125,000 0 0
SUNNOVA ENERGY INTL INC. COM 86745K104 4,036 175,000 SH   SOLE   175,000 0 0
SUNRUN INC COM 86771W105 6,074 200,000 SH Call SOLE   200,000 0 0
SUNRUN INC NOTE 2/0 86771WAB1 12,041 15,000,000 SH   SOLE   15,000,000 0 0
SUSTAINABLE DEVELP ACQU I CO *W EXP 02/04/202 86934L111 352 35,949 SH   SOLE   35,949 0 0
TARGA RES CORP COM 87612G101 3,396 45,000 SH   SOLE   45,000 0 0
TRITIUM DCFC LIMITED *W EXP 01/13/202 Q9225T116 551 54,925 SH   SOLE   54,925 0 0
U S SILICA HLDGS INC COM 90346E103 2,799 150,000 SH   SOLE   150,000 0 0
VERMILION ENERGY INC COM 923725105 5,250 200,000 SH   SOLE   200,000 0 0
WILLDAN GROUP INC COM 96924N100 2,455 80,000 SH   SOLE   80,000 0 0
ZIM INTEGRATED SHIPPING SERV SHS M9T951109 7,998 110,000 SH   SOLE   110,000 0 0