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 93,979 3,186,814 SH   SOLE None 3,186,814 0 0
ENTERGY CORP NEW COM 29364G103 91,988 816,653 SH   SOLE None 816,653 0 0
TARGA RES CORP COM 87612G101 89,610 1,501,766 SH   SOLE None 1,501,766 0 0
OVINTIV INC COM 69047Q102 81,012 1,833,268 SH   SOLE None 1,833,268 0 0
CONOCOPHILLIPS COM 20825C104 51,285 571,039 SH   SOLE None 571,039 0 0
PORTLAND GEN ELEC CO COM NEW 736508847 41,908 867,129 SH   SOLE None 867,129 0 0
DIAMONDBACK ENERGY INC COM 25278X109 33,079 273,041 SH   SOLE None 273,041 0 0
SM ENERGY CO COM 78454L100 30,072 879,564 SH   SOLE None 879,564 0 0
CENTERPOINT ENERGY INC COM 15189T107 29,038 981,684 SH   SOLE None 981,684 0 0
ARCHAEA ENERGY INC COM CL A 03940F103 27,841 1,792,743 SH   SOLE None 1,792,743 0 0
XCEL ENERGY INC COM 98389B100 27,138 383,525 SH   SOLE None 383,525 0 0
PDC ENERGY INC COM 69327R101 23,358 379,120 SH   SOLE None 379,120 0 0
NORTHERN OIL & GAS INC NEV COM 665531109 21,625 856,079 SH   SOLE None 856,079 0 0
AMEREN CORP COM 023608102 21,047 232,923 SH   SOLE None 232,923 0 0
CLEARWAY ENERGY INC CL C 18539C204 18,268 524,345 SH   SOLE None 524,345 0 0
CHESAPEAKE ENERGY CORP COM 165167735 17,252 212,725 SH   SOLE None 212,725 0 0
DTE ENERGY CO COM 233331107 16,080 126,862 SH   SOLE None 126,862 0 0
STEM INC COM 85859N102 15,780 2,203,967 SH   SOLE None 2,203,967 0 0
EXELON CORP COM 30161N101 15,139 334,037 SH   SOLE None 334,037 0 0
CALLON PETE CO DEL COM 13123X102 14,760 376,534 SH   SOLE None 376,534 0 0
EVERGY INC COM 30034W106 13,274 203,427 SH   SOLE None 203,427 0 0
DIAMONDHEAD HOLDINGS CORP CL A 25278L105 12,342 1,255,579 SH   SOLE None 1,255,579 0 0
OLIN CORP COM PAR $1 680665205 12,290 265,565 SH   SOLE None 265,565 0 0
NEXTERA ENERGY INC COM 65339F101 12,115 156,399 SH   SOLE None 156,399 0 0
PEMBINA PIPELINE CORP COM 706327103 11,687 330,627 SH   SOLE None 330,627 0 0
THE GROWTH FOR GOOD ACQU COR CLASS A ORD SHS G41522106 10,758 1,100,000 SH   SOLE None 1,100,000 0 0
RICE ACQUISITION CORP II SHS CL A G75529100 10,240 1,049,133 SH   SOLE None 1,049,133 0 0
DOMINION ENERGY INC COM 25746U109 10,226 128,131 SH   SOLE None 128,131 0 0
NATURAL ORDER ACQUISITION CO COM 63889L107 10,075 1,019,737 SH   SOLE None 1,019,737 0 0
TPG PACE BENEFICIAL II CORP COMMON STOCK G89826104 9,730 1,000,000 SH   SOLE None 1,000,000 0 0
FIRST RESERVE SUSTAINABLE GW CLASS A COM 336169107 9,700 992,864 SH   SOLE None 992,864 0 0
ALLIANT ENERGY CORP COM 018802108 9,356 159,634 SH   SOLE None 159,634 0 0
PUBLIC SVC ENTERPRISE GRP IN COM 744573106 8,590 135,741 SH   SOLE None 135,741 0 0
FORTISTAR SUSTAINABLE SOL CO COM CL A 34962M106 7,806 795,735 SH   SOLE None 795,735 0 0
FREYR BATTERY SHS L4135L100 7,502 1,096,852 SH   SOLE None 1,096,852 0 0
ENERPLUS CORP COM 292766102 7,377 558,252 SH   SOLE None 558,252 0 0
CLEAN EARTH ACQUISITIONS COR UNIT 12/09/2026 184493203 7,014 700,000 SH   SOLE None 700,000 0 0
PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207 6,616 641,113 SH   SOLE None 641,113 0 0
GREEN PLAINS INC COM 393222104 6,575 242,008 SH   SOLE None 242,008 0 0
OASIS PETROLEUM INC COM NEW 674215207 6,567 53,986 SH   SOLE None 53,986 0 0
SOUTHWESTERN ENERGY CO COM 845467109 5,940 950,340 SH   SOLE None 950,340 0 0
VALERO ENERGY CORP COM 91913Y100 5,749 54,093 SH   SOLE None 54,093 0 0
WILLIAMS COS INC COM 969457100 5,293 169,597 SH   SOLE None 169,597 0 0
SPIRE INC COM 84857L101 5,011 67,378 SH   SOLE None 67,378 0 0
CLIMATE REAL IMPACT SLUTINS COM CL A 187171103 4,729 481,068 SH   SOLE None 481,068 0 0
PINNACLE WEST CAP CORP COM 723484101 4,387 60,000 SH   SOLE None 60,000 0 0
BENSON HILL INC COMMON STOCK 082490103 4,205 1,534,518 SH   SOLE None 1,534,518 0 0
ALGOMA STL GROUP INC COM 015658107 4,116 458,335 SH   SOLE None 458,335 0 0
STELLANTIS N.V SHS N82405106 4,046 327,380 SH   SOLE None 327,380 0 0
BLACK MOUNTAIN ACQ CORP CL A COM 09216A108 3,980 400,000 SH   SOLE None 400,000 0 0
FIRSTENERGY CORP COM 337932107 3,962 103,210 SH   SOLE None 103,210 0 0
EQT CORP COM 26884L109 3,898 113,300 SH   SOLE None 113,300 0 0
NATIONAL ENERGY SERVICES REU SHS G6375R107 3,674 541,846 SH   SOLE None 541,846 0 0
DELEK US HLDGS INC NEW COM 24665A103 3,542 137,073 SH   SOLE None 137,073 0 0
MICROSOFT CORP COM 594918104 3,445 13,412 SH   SOLE None 13,412 0 0
SUSTAINABLE DEVELP ACQU I CO COM CL A 86934L103 3,444 350,000 SH   SOLE None 350,000 0 0
LEGATO MERGER CORP II COM 52473Y104 2,976 300,000 SH   SOLE None 300,000 0 0
ANTERO MIDSTREAM PARTNERS LP UNT LTD PARTN 03673L103 2,974 328,617 SH   SOLE None 328,617 0 0
HF SINCLAIR CORP COM 403949100 2,960 65,537 SH   SOLE None 65,537 0 0
LI-CYCLE HOLDINGS CORP COMMON SHARES 50202P105 2,805 407,641 SH   SOLE None 407,641 0 0
APTIV PLC SHS G6095L109 2,793 31,352 SH   SOLE None 31,352 0 0
TOYOTA MOTOR CORP ADS 892331307 2,472 16,037 SH   SOLE None 16,037 0 0
SOCIAL LEVERAGE ACQUISN CORP COM CL A 83363K102 2,458 250,000 SH   SOLE None 250,000 0 0
POWER & DIGITAL INFRASTRUCTU CLASS A COM 73919C100 2,455 250,000 SH   SOLE None 250,000 0 0
GROUP NINE ACQUISITION CORP COM CL A 39947R104 2,348 238,790 SH   SOLE None 238,790 0 0
AUTOLIV INC COM 052800109 2,001 27,959 SH   SOLE None 27,959 0 0
NXP SEMICONDUCTORS N V COM N6596X109 1,662 11,227 SH   SOLE None 11,227 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103 1,619 62,916 SH   SOLE None 62,916 0 0
LIBERTY ENERGY INC COM CL A 53115L104 1,610 126,144 SH   SOLE None 126,144 0 0
SELECT SECTOR SPDR TR PUT 81369Y956 1,503 7,250 SH Put SOLE None 7,250 0 0
PROPETRO HLDG CORP COM 74347M108 1,348 134,831 SH   SOLE None 134,831 0 0
NIO INC SPON ADS 62914V106 1,331 61,294 SH   SOLE None 61,294 0 0
LEAR CORP COM NEW 521865204 1,310 10,408 SH   SOLE None 10,408 0 0
JAWS MUSTANG ACQUISITION COR SHS CL A G50737108 1,229 125,000 SH   SOLE None 125,000 0 0
HALLIBURTON CO COM 406216101 1,185 37,787 SH   SOLE None 37,787 0 0
VANGUARD SCOTTSDALE FDS LG-TERM COR BD 92206C813 1,028 12,679 SH   SOLE None 12,679 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 714 3,400 SH   SOLE None 3,400 0 0
SELECT SECTOR SPDR TR CALL 81369Y906 698 12,500 SH Call SOLE None 12,500 0 0
AURORA INNOVATION INC CLASS A COM 051774107 623 325,989 SH   SOLE None 325,989 0 0
JOHNSON & JOHNSON COM 478160104 492 2,771 SH   SOLE None 2,771 0 0
ABBVIE INC COM 00287Y109 392 2,560 SH   SOLE None 2,560 0 0
JPMORGAN CHASE & CO COM 46625H100 382 3,392 SH   SOLE None 3,392 0 0
COSTCO WHSL CORP NEW COM 22160K105 321 670 SH   SOLE None 670 0 0
LAM RESEARCH CORP COM 512807108 288 675 SH   SOLE None 675 0 0
SPDR SER TR CALL 78468R906 285 3,500 SH Call SOLE None 3,500 0 0
UNITEDHEALTH GROUP INC COM 91324P102 282 550 SH   SOLE None 550 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 271 6,750 SH   SOLE None 6,750 0 0
ABBOTT LABS COM 002824100 261 2,400 SH   SOLE None 2,400 0 0
ENERGY VAULT HOLDINGS INC *W EXP 02/11/202 29280W117 242 160,381 SH   SOLE None 160,381 0 0