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
NISOURCE INC COM 65473P105 84,616 2,660,867 SH   SOLE None 2,660,867 0 0
TARGA RES CORP COM 87612G101 80,868 1,071,525 SH   SOLE None 1,071,525 0 0
ENTERGY CORP NEW COM 29364G103 72,180 618,240 SH   SOLE None 618,240 0 0
DIAMONDBACK ENERGY INC COM 25278X109 50,237 366,481 SH   SOLE None 366,481 0 0
OVINTIV INC COM 69047Q102 47,774 883,555 SH   SOLE None 883,555 0 0
CONOCOPHILLIPS COM 20825C104 39,826 398,262 SH   SOLE None 398,262 0 0
ARCHAEA ENERGY INC COM CL A 03940F103 34,600 1,577,767 SH   SOLE None 1,577,767 0 0
XCEL ENERGY INC COM 98389B100 33,852 469,063 SH   SOLE None 469,063 0 0
PORTLAND GEN ELEC CO COM NEW 736508847 30,289 549,207 SH   SOLE None 549,207 0 0
EVERGY INC COM 30034W106 24,412 357,217 SH   SOLE None 357,217 0 0
ENERPLUS CORP COM 292766102 23,004 1,815,307 SH   SOLE None 1,815,307 0 0
CENTERPOINT ENERGY INC COM 15189T107 21,211 692,265 SH   SOLE None 692,265 0 0
AMEREN CORP COM 023608102 19,105 203,764 SH   SOLE None 203,764 0 0
CLEARWAY ENERGY INC CL C 18539C204 17,292 473,621 SH   SOLE None 473,621 0 0
PUBLIC SVC ENTERPRISE GRP IN COM 744573106 16,376 233,948 SH   SOLE None 233,948 0 0
GREEN PLAINS INC COM 393222104 16,211 522,752 SH   SOLE None 522,752 0 0
SM ENERGY CO COM 78454L100 15,438 396,359 SH   SOLE None 396,359 0 0
ANTERO RESOURCES CORP COM 03674X106 15,267 500,060 SH   SOLE None 500,060 0 0
FIRSTENERGY CORP COM 337932107 14,050 306,375 SH   SOLE None 306,375 0 0
KINETIK HOLDINGS INC COM NEW CL A 02215L209 13,151 202,289 SH   SOLE None 202,289 0 0
STEM INC COM 85859N102 12,582 1,142,803 SH   SOLE None 1,142,803 0 0
FREYR BATTERY SHS L4135L100 12,462 1,016,515 SH   SOLE None 1,016,515 0 0
DIAMONDHEAD HOLDINGS CORP CL A 25278L105 12,292 1,255,579 SH   SOLE None 1,255,579 0 0
OLIN CORP COM PAR $1 680665205 11,290 215,949 SH   SOLE None 215,949 0 0
BP PLC SPONSORED ADR 055622104 11,161 379,612 SH   SOLE None 379,612 0 0
ISHARES TR 20 YR TR BD ETF 464287432 11,125 84,230 SH   SOLE None 84,230 0 0
THE GROWTH FOR GOOD ACQU COR CLASS A ORD SHS G41522106 10,692 1,100,000 SH   SOLE None 1,100,000 0 0
RICE ACQUISITION CORP II SHS CL A G75529100 10,344 1,049,133 SH   SOLE None 1,049,133 0 0
NATURAL ORDER ACQUISITION CO COM 63889L107 10,024 1,019,737 SH   SOLE None 1,019,737 0 0
TPG PACE BENEFICIAL II CORP COMMON STOCK G89826104 9,820 1,000,000 SH   SOLE None 1,000,000 0 0
FIRST RESERVE SUSTAINABLE GW CLASS A COM 336169107 9,680 992,864 SH   SOLE None 992,864 0 0
CHESAPEAKE ENERGY CORP COM 165167735 9,297 106,858 SH   SOLE None 106,858 0 0
FORTISTAR SUSTAINABLE SOL CO COM CL A 34962M106 7,790 795,735 SH   SOLE None 795,735 0 0
NOG COM 665531109 7,507 266,308 SH   SOLE None 266,308 0 0
EXELON CORP COM 30161N101 7,316 153,598 SH   SOLE None 153,598 0 0
ENBRIDGE INC COM 29250N105 7,182 155,924 SH   SOLE None 155,924 0 0
CLEAN EARTH ACQUISITIONS COR UNIT 12/09/2026 184493203 7,028 700,000 SH   SOLE None 700,000 0 0
MARATHON OIL CORP COM 565849106 5,767 229,671 SH   SOLE None 229,671 0 0
STELLANTIS N.V SHS N82405106 5,735 352,465 SH   SOLE None 352,465 0 0
EXXON MOBIL CORP COM 30231G102 5,601 67,814 SH   SOLE None 67,814 0 0
ALGOMA STL GROUP INC COM 015658107 5,429 482,606 SH   SOLE None 482,606 0 0
ARCH RESOURCES INC CL A 03940R107 5,305 38,619 SH   SOLE None 38,619 0 0
PDC ENERGY INC COM 69327R101 5,209 71,667 SH   SOLE None 71,667 0 0
ALLIANT ENERGY CORP COM 018802108 4,836 77,406 SH   SOLE None 77,406 0 0
VIPER ENERGY PARTNERS LP COM UNT RP INT 92763M105 4,765 161,147 SH   SOLE None 161,147 0 0
SPIRE INC COM 84857L101 4,749 66,173 SH   SOLE None 66,173 0 0
CLIMATE REAL IMPACT SLUTINS COM CL A 187171103 4,710 481,068 SH   SOLE None 481,068 0 0
NATIONAL ENERGY SERVICES REU SHS G6375R107 4,552 541,846 SH   SOLE None 541,846 0 0
ARIS WATER SOLUTIONS INC CLASS A COM 04041L106 4,253 233,685 SH   SOLE None 233,685 0 0
MICROSOFT CORP COM 594918104 4,135 13,412 SH   SOLE None 13,412 0 0
ISHARES TR IBOXX INV CP ETF 464287242 4,071 33,664 SH   SOLE None 33,664 0 0
BLACK MOUNTAIN ACQ CORP CL A COM 09216A108 3,972 400,000 SH   SOLE None 400,000 0 0
AM UNT LTD PARTN 03673L103 3,771 346,909 SH   SOLE None 346,909 0 0
LI-CYCLE HOLDINGS CORP COMMON SHARES 50202P105 3,445 407,641 SH   SOLE None 407,641 0 0
SUSTAINABLE DEVELP ACQU I CO COM CL A 86934L103 3,426 350,000 SH   SOLE None 350,000 0 0
BENSON HILL INC COMMON STOCK 082490103 3,214 994,981 SH   SOLE None 994,981 0 0
LEGATO MERGER CORP II COM 52473Y104 2,976 300,000 SH   SOLE None 300,000 0 0
TECHNIPFMC PLC COM G87110105 2,962 382,229 SH   SOLE None 382,229 0 0
TOYOTA MOTOR CORP ADS 892331307 2,843 15,772 SH   SOLE None 15,772 0 0
EOG RES INC COM 26875P101 2,838 23,799 SH   SOLE None 23,799 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100 2,812 249,540 SH   SOLE None 249,540 0 0
ENVIVA PARTNERS LP COM UNIT 29414J107 2,770 35,000 SH   SOLE None 35,000 0 0
ISHARES S&P GSCI COMMODITY- UNIT BEN INT 46428R107 2,711 119,710 SH   SOLE None 119,710 0 0
DT MIDSTREAM INC COMMON STOCK 23345M107 2,676 49,322 SH   SOLE None 49,322 0 0
NORTHWEST NAT HLDG CO COM 66765N105 2,586 50,000 SH   SOLE None 50,000 0 0
PIVOTAL HOLDINGS CORP CL A SHS G7315C101 2,584 261,551 SH   SOLE None 261,551 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 2,486 25,090 SH   SOLE None 25,090 0 0
POWER & DIGITAL INFRASTRUCTU CLASS A COM 73919C100 2,450 250,000 SH   SOLE None 250,000 0 0
SOCIAL LEVERAGE ACQUISN CORP COM CL A 83363K102 2,448 250,000 SH   SOLE None 250,000 0 0
GROUP NINE ACQUISITION CORP COM CL A 39947R104 2,338 238,790 SH   SOLE None 238,790 0 0
TECK RESOURCES LTD CL B 878742204 2,280 56,444 SH   SOLE None 56,444 0 0
ALLEGHENY TECHNOLOGIES INC COM 01741R102 2,175 81,041 SH   SOLE None 81,041 0 0
TALOS ENERGY INC COM 87484T108 1,986 125,782 SH   SOLE None 125,782 0 0
BRIGHTHOUSE FINL INC COM 10922N103 1,846 35,741 SH   SOLE None 35,741 0 0
CMC MATERIALS INC COM 12571T100 1,700 9,170 SH   SOLE None 9,170 0 0
APTIV PLC SHS G6095L109 1,674 13,983 SH   SOLE None 13,983 0 0
ROYAL BK CDA COM 780087102 1,663 15,101 SH   SOLE None 15,101 0 0
SMUCKER J M CO COM NEW 832696405 1,657 12,235 SH   SOLE None 12,235 0 0
VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 1,638 19,037 SH   SOLE None 19,037 0 0
VANGUARD SCOTTSDALE FDS LG-TERM COR BD 92206C813 1,605 17,139 SH   SOLE None 17,139 0 0
UMPQUA HLDGS CORP COM 904214103 1,543 81,827 SH   SOLE None 81,827 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 1,530 34,170 SH   SOLE None 34,170 0 0
LINCOLN NATL CORP IND COM 534187109 1,528 23,381 SH   SOLE None 23,381 0 0
HOWARD HUGHES CORP COM 44267D107 1,507 14,549 SH   SOLE None 14,549 0 0
DEVON ENERGY CORP NEW COM 25179M103 1,494 25,263 SH   SOLE None 25,263 0 0
AUTOLIV INC COM 052800109 1,442 18,869 SH   SOLE None 18,869 0 0
GPOR COM NEW 402635304 1,442 16,053 SH   SOLE None 16,053 0 0
LEAR CORP COM NEW 521865204 1,429 10,022 SH   SOLE None 10,022 0 0
DUPONT DE NEMOURS INC COM 26614N102 1,423 19,339 SH   SOLE None 19,339 0 0
EQT CORP COM 26884L109 1,404 40,811 SH   SOLE None 40,811 0 0
YAMANA GOLD INC COM 98462Y100 1,390 248,996 SH   SOLE None 248,996 0 0
MONDELEZ INTL INC CL A 609207105 1,384 22,042 SH   SOLE None 22,042 0 0
CNX RES CORP COM 12653C108 1,373 66,259 SH   SOLE None 66,259 0 0
KINROSS GOLD CORP COM 496902404 1,339 228,004 SH   SOLE None 228,004 0 0
COMERICA INC COM 200340107 1,332 14,734 SH   SOLE None 14,734 0 0
ZIONS BANCORPORATION N A COM 989701107 1,314 20,047 SH   SOLE None 20,047 0 0
OASIS PETROLEUM INC COM NEW 674215207 1,231 8,414 SH   SOLE None 8,414 0 0
JAWS MUSTANG ACQUISITION COR SHS CL A G50737108 1,226 125,000 SH   SOLE None 125,000 0 0
KOHLS CORP COM 500255104 1,195 19,773 SH   SOLE None 19,773 0 0
KIMBELL RTY PARTNERS LP UNIT 49435R102 1,191 73,231 SH   SOLE None 73,231 0 0
FIRST FINL BANCORP OH COM 320209109 1,190 51,614 SH   SOLE None 51,614 0 0
BERRY CORP COM 08579X101 1,184 114,725 SH   SOLE None 114,725 0 0
NEWMONT CORP COM 651639106 1,183 14,894 SH   SOLE None 14,894 0 0
FIFTH THIRD BANCORP COM 316773100 1,177 27,338 SH   SOLE None 27,338 0 0
XEROX HOLDINGS CORP COM NEW 98421M106 1,128 55,938 SH   SOLE None 55,938 0 0
NEW FORTRESS ENERGY INC COM CL A 644393100 1,108 26,012 SH   SOLE None 26,012 0 0
UNUM GROUP COM 91529Y106 1,006 31,915 SH   SOLE None 31,915 0 0
LIONS GATE ENTMNT CORP CL A VTG 535919401 983 60,498 SH   SOLE None 60,498 0 0
MARTIN MARIETTA MATLS INC COM 573284106 950 2,469 SH   SOLE None 2,469 0 0
WESCO INTL INC COM 95082P105 906 6,959 SH   SOLE None 6,959 0 0
TRAVEL PLUS LEISURE CO COM 894164102 817 14,096 SH   SOLE None 14,096 0 0
TRITON INTL LTD CL A G9078F107 777 11,068 SH   SOLE None 11,068 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 774 3,400 SH   SOLE None 3,400 0 0
OLD NATL BANCORP IND COM 680033107 770 47,005 SH   SOLE None 47,005 0 0
CONSTELLIUM SE CL A SHS F21107101 753 41,838 SH   SOLE None 41,838 0 0
PROTERRA INC COM 74374T109 700 93,106 SH   SOLE None 93,106 0 0
SCRIPPS E W CO OHIO CL A NEW 811054402 656 31,557 SH   SOLE None 31,557 0 0
CARS COM INC COM 14575E105 588 40,777 SH   SOLE None 40,777 0 0
GRAINGER W W INC COM 384802104 533 1,033 SH   SOLE None 1,033 0 0
JOHNSON & JOHNSON COM 478160104 491 2,771 SH   SOLE None 2,771 0 0
FISKER INC CL A COM STK 33813J106 479 37,111 SH   SOLE None 37,111 0 0
JPMORGAN CHASE & CO COM 46625H100 462 3,392 SH   SOLE None 3,392 0 0
ENERGY VAULT HOLDINGS INC *W EXP 02/11/202 29280W117 433 160,381 SH   SOLE None 160,381 0 0
ABBVIE INC COM 00287Y109 415 2,560 SH   SOLE None 2,560 0 0
COSTCO WHSL CORP NEW COM 22160K105 386 670 SH   SOLE None 670 0 0
DIEBOLD NIXDORF INC COM STK 253651103 382 56,729 SH   SOLE None 56,729 0 0
LAM RESEARCH CORP COM 512807108 363 675 SH   SOLE None 675 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 346 5,929 SH   SOLE None 5,929 0 0
SP PLUS CORP COM 78469C103 333 10,619 SH   SOLE None 10,619 0 0
COMMSCOPE HLDG CO INC COM 20337X109 313 39,690 SH   SOLE None 39,690 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 305 6,750 SH   SOLE None 6,750 0 0
BLOCK INC CL A 852234103 302 2,227 SH   SOLE None 2,227 0 0
EVGO INC CL A COM 30052F100 295 22,968 SH   SOLE None 22,968 0 0
ABBOTT LABS COM 002824100 284 2,400 SH   SOLE None 2,400 0 0
UNITEDHEALTH GROUP INC COM 91324P102 280 550 SH   SOLE None 550 0 0
AURORA INNOVATION INC CLASS A COM 051774107 278 49,665 SH   SOLE None 49,665 0 0
MACYS INC COM 55616P104 272 11,153 SH   SOLE None 11,153 0 0
BIOXCEL THERAPEUTICS INC COM 09075P105 267 12,768 SH   SOLE None 12,768 0 0
AMAZON COM INC COM 023135106 261 80 SH   SOLE None 80 0 0
BEST BUY INC COM 086516101 224 2,462 SH   SOLE None 2,462 0 0
NETSCOUT SYS INC COM 64115T104 218 6,796 SH   SOLE None 6,796 0 0
EMERSON ELEC CO COM 291011104 206 2,100 SH   SOLE None 2,100 0 0