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 23,866 1,883,646 SH   DFND 1,2 1,883,646 0 0
ALCOA CORP COM 013872106 13,505 150,000 SH   DFND 1,2 150,000 0 0
ALTUS POWER INC COM CL A 02217A102 9,738 1,310,582 SH   DFND 1,2 1,310,582 0 0
ANTERO RESOURCES CORP COM 03674X106 34,499 1,130,000 SH   DFND 1,2 1,130,000 0 0
ARIS WATER SOLUTIONS INC CLASS A COM 04041L106 32,263 1,772,702 SH   DFND 1,2 1,772,702 0 0
ASPEN AEROGELS INC COM 04523Y105 31,404 910,780 SH   DFND 1,2 910,780 0 0
CACTUS INC CL A 127203107 14,512 255,768 SH   DFND 1,2 255,768 0 0
CALIFORNIA RES CORP COM STOCK 13057Q305 102,057 2,281,631 SH   DFND 1,2 2,281,631 0 0
CENOVUS ENERGY INC COM 15135U109 42,600 2,551,600 SH   DFND 1,2 2,551,600 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101 12,884 400,000 SH   DFND 1,2 400,000 0 0
CONSOL ENERGY INC NEW COM 20854L108 12,364 328,575 SH   DFND 1,2 328,575 0 0
DELEK US HLDGS INC NEW COM 24665A103 4,274 201,401 SH   DFND 1,2 201,401 0 0
DENBURY INC COM 24790A101 39,485 502,544 SH   DFND 1,2 502,544 0 0
ENERPLUS CORP COM 292766102 40,571 3,197,137 SH   DFND 1,2 3,197,137 0 0
ENETI INC COM Y2294C107 5,405 851,224 SH   DFND 1,2 851,224 0 0
ENOVIX CORPORATION COM 293594107 18,845 1,320,578 SH   DFND 1,2 1,320,578 0 0
ENPHASE ENERGY INC COM 29355A107 22,919 113,583 SH   DFND 1,2 113,583 0 0
ENVIVA INC COM 29415B103 38,562 487,202 SH   DFND 1,2 487,202 0 0
EQT CORP COM 26884L109 99,789 2,900,000 SH Put DFND 1,2 2,900,000 0 0
FREYR BATTERY SHS L4135L100 57,990 4,730,050 SH   DFND 1,2 4,730,050 0 0
FREYR BATTERY *W EXP 10/31/202 L4135L118 88,387 7,209,399 SH   DFND 1,2 7,209,399 0 0
GEOPARK LTD USD SHS G38327105 8,903 595,893 SH   DFND 1,2 595,893 0 0
HF SINCLAIR CORPORATION COM 403949100 7,970 200,000 SH   DFND 1,2 200,000 0 0
IMPERIAL OIL LTD COM NEW 453038408 34,174 705,084 SH   DFND 1,2 705,084 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 1,069,493 2,950,000 SH Put DFND 1,2 2,950,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 102,635 500,000 SH Put DFND 1,2 500,000 0 0
KOSMOS ENERGY LTD COM 500688106 19,361 2,692,724 SH   DFND 1,2 2,692,724 0 0
MARATHON OIL CORP COM 565849106 34,903 1,390,000 SH   DFND 1,2 1,390,000 0 0
NABORS INDUSTRIES LTD SHS G6359F137 28,789 188,508 SH   DFND 1,2 188,508 0 0
NATIONAL ENERGY SERVICES REU SHS G6375R107 28,657 3,411,595 SH   DFND 1,2 3,411,595 0 0
NAVITAS SEMICONDUCTOR CORP COM 63942X106 13,270 1,290,816 SH   DFND 1,2 1,290,816 0 0
NEW FORTRESS ENERGY INC COM CL A 644393100 107,021 2,511,640 SH   DFND 1,2 2,511,640 0 0
NORTHERN OIL AND GAS INC MN COM 665531307 35,298 1,252,155 SH   DFND 1,2 1,252,155 0 0
OVINTIV INC COM 69047Q102 83,268 1,540,000 SH   DFND 1,2 1,540,000 0 0
PATTERSON-UTI ENERGY INC COM 703481101 21,672 1,400,000 SH   DFND 1,2 1,400,000 0 0
PRECISION DRILLING CORP COM NEW 74022D407 44,913 604,775 SH   DFND 1,2 604,775 0 0
PURECYCLE TECHNOLOGIES INC *W EXP 03/17/202 74623V111 2,050 714,285 SH   DFND 1,2 714,285 0 0
PURECYCLE TECHNOLOGIES INC COM 74623V103 29,826 3,728,247 SH   DFND 1,2 3,728,247 0 0
RANGER ENERGY SVCS INC COM CL A 75282U104 692 67,544 SH   DFND 1,2 67,544 0 0
RANGER OIL CORPORATION CLASS A COM 70788V102 14,458 418,706 SH   DFND 1,2 418,706 0 0
SCORPIO TANKERS INC SHS Y7542C130 5,666 264,992 SH   DFND 1,2 264,992 0 0
SELECT ENERGY SVCS INC CL A COM 81617J301 14,566 1,699,703 SH   DFND 1,2 1,699,703 0 0
SM ENERGY CO COM 78454L100 15,826 406,304 SH   DFND 1,2 406,304 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 24,178 75,000 SH   DFND 1,2 75,000 0 0
SOLARIS OILFIELD INFRASTRUCT COM CL A 83418M103 19,362 1,714,983 SH   DFND 1,2 1,714,983 0 0
TELLURIAN INC NEW COM 87968A104 22,052 4,160,685 SH   DFND 1,2 4,160,685 0 0
TENARIS S A SPONSORED ADS 88031M109 21,049 700,000 SH   DFND 1,2 700,000 0 0
U S SILICA HLDGS INC COM 90346E103 14,888 797,877 SH   DFND 1,2 797,877 0 0
UNION PAC CORP COM 907818108 22,130 81,000 SH   DFND 1,2 81,000 0 0
VALERO ENERGY CORP COM 91913Y100 12,693 125,000 SH   DFND 1,2 125,000 0 0
VISTA OIL & GAS SAB DE CV SPONSORED ADS 92837L109 22,287 2,451,852 SH   DFND 1,2 2,451,852 0 0
XPO LOGISTICS INC COM 983793100 7,280 100,000 SH   DFND 1,2 100,000 0 0