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 9,317 1,897,570 SH   DFND 1,2 1,897,570 0 0
ALCOA CORP COM 013872106 9,116 200,000 SH   DFND 1,2 200,000 0 0
ALTUS POWER INC COM CL A 02217A102 9,834 1,558,479 SH   DFND 1,2 1,558,479 0 0
ANTERO RESOURCES CORP COM 03674X106 55,372 1,806,583 SH   DFND 1,2 1,806,583 0 0
ARIS WATER SOLUTIONS INC CLASS A COM 04041L106 29,569 1,772,702 SH   DFND 1,2 1,772,702 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100 18,167 1,650,000 SH   DFND 1,2 1,650,000 0 0
ASPEN AEROGELS INC COM 04523Y105 26,929 2,725,571 SH   DFND 1,2 2,725,571 0 0
BROADSCALE ACQUISITION CORP COM CL A 11134Y101 8,374 852,700 SH   DFND 1,2 852,700 0 0
CACTUS INC CL A 127203107 10,252 254,575 SH   DFND 1,2 254,575 0 0
CALIFORNIA RES CORP COM STOCK 13057Q305 103,867 2,697,845 SH   DFND 1,2 2,697,845 0 0
CANADIAN NATL RY CO COM 136375102 25,312 225,000 SH   DFND 1,2 225,000 0 0
CANADIAN PAC RY LTD COM 13645T100 29,689 425,000 SH   DFND 1,2 425,000 0 0
CENOVUS ENERGY INC COM 15135U109 38,019 1,998,029 SH   DFND 1,2 1,998,029 0 0
CONSOL ENERGY INC NEW COM 20854L108 39,887 807,748 SH   DFND 1,2 807,748 0 0
CONTINENTAL RES INC COM 212015101 32,658 499,741 SH   DFND 1,2 499,741 0 0
DELEK US HLDGS INC NEW COM 24665A103 6,624 256,357 SH   DFND 1,2 256,357 0 0
ENERPLUS CORP COM 292766102 42,057 3,182,236 SH   DFND 1,2 3,182,236 0 0
ENETI INC COM Y2294C107 5,267 857,842 SH   DFND 1,2 857,842 0 0
ENOVIX CORPORATION COM 293594107 25,124 2,819,699 SH   DFND 1,2 2,819,699 0 0
EXCELERATE ENERGY INC CL A COM 30069T101 6,014 301,887 SH   DFND 1,2 301,887 0 0
FREYR BATTERY SHS L4135L100 32,354 4,730,050 SH   DFND 1,2 4,730,050 0 0
FREYR BATTERY *W EXP 10/31/202 L4135L118 49,312 7,209,399 SH   DFND 1,2 7,209,399 0 0
HALLIBURTON CO COM 406216101 12,544 400,000 SH   DFND 1,2 400,000 0 0
HF SINCLAIR CORP COM 403949100 36,329 804,454 SH   DFND 1,2 804,454 0 0
KIRBY CORP COM 497266106 20,978 344,803 SH   DFND 1,2 344,803 0 0
LAREDO PETROLEUM INC COM 516806205 24,125 349,947 SH   DFND 1,2 349,947 0 0
MARATHON OIL CORP COM 565849106 85,290 3,794,020 SH   DFND 1,2 3,794,020 0 0
MURPHY OIL CORP COM 626717102 31,190 1,033,107 SH   DFND 1,2 1,033,107 0 0
NABORS INDUSTRIES LTD SHS G6359F137 22,094 165,000 SH   DFND 1,2 165,000 0 0
NATIONAL ENERGY SERVICES REU SHS G6375R107 24,050 3,547,155 SH   DFND 1,2 3,547,155 0 0
NEW FORTRESS ENERGY INC COM CL A 644393100 84,993 2,147,907 SH   DFND 1,2 2,147,907 0 0
NEXTERA ENERGY INC COM 65339F101 32,448 418,899 SH   DFND 1,2 418,899 0 0
NOV INC COM 62955J103 26,951 1,593,797 SH   DFND 1,2 1,593,797 0 0
OVINTIV INC COM 69047Q102 80,909 1,830,924 SH   DFND 1,2 1,830,924 0 0
PAR PAC HOLDINGS INC COM NEW 69888T207 13,246 849,672 SH   DFND 1,2 849,672 0 0
PATTERSON-UTI ENERGY INC COM 703481101 10,883 690,545 SH   DFND 1,2 690,545 0 0
PDC ENERGY INC COM 69327R101 33,733 547,521 SH   DFND 1,2 547,521 0 0
PLUG POWER INC COM NEW 72919P202 18,227 1,100,000 SH   DFND 1,2 1,100,000 0 0
PRECISION DRILLING CORP COM NEW 74022D407 38,684 601,956 SH   DFND 1,2 601,956 0 0
PROFRAC HLDG CORP CLASS A COM 74319N100 14,648 800,000 SH   DFND 1,2 800,000 0 0
PURECYCLE TECHNOLOGIES INC COM 74623V103 31,137 4,196,298 SH   DFND 1,2 4,196,298 0 0
PURECYCLE TECHNOLOGIES INC *W EXP 03/17/202 74623V111 1,893 714,285 SH   DFND 1,2 714,285 0 0
RANGER ENERGY SVCS INC COM CL A 75282U104 15,860 1,564,120 SH   DFND 1,2 1,564,120 0 0
RANGER OIL CORPORATION CLASS A COM 70788V102 6,216 189,097 SH   DFND 1,2 189,097 0 0
SCORPIO TANKERS INC SHS Y7542C130 12,493 362,003 SH   DFND 1,2 362,003 0 0
SELECT ENERGY SVCS INC CL A COM 81617J301 11,538 1,691,782 SH   DFND 1,2 1,691,782 0 0
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 52,245 3,170,197 SH   DFND 1,2 3,170,197 0 0
SM ENERGY CO COM 78454L100 13,827 404,409 SH   DFND 1,2 404,409 0 0
SOLARIS OILFIELD INFRASTRUCT COM CL A 83418M103 17,081 1,569,932 SH   DFND 1,2 1,569,932 0 0
SUNCOR ENERGY INC NEW COM 867224107 40,702 1,160,000 SH   DFND 1,2 1,160,000 0 0
TECHNIPFMC PLC COM G87110105 20,190 3,000,000 SH   DFND 1,2 3,000,000 0 0
TENARIS S A SPONSORED ADS 88031M109 17,899 696,737 SH   DFND 1,2 696,737 0 0
VALERO ENERGY CORP COM 91913Y100 18,599 175,000 SH   DFND 1,2 175,000 0 0