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 10,957 1,790,307 SH   DFND 1,2 1,790,307 0 0
ALTUS POWER INC COM CL A 02217A102 24,400 2,216,144 SH   DFND 1,2 2,216,144 0 0
ARIS WATER SOLUTIONS INC CLASS A COM 04041L106 13,930 1,091,720 SH   DFND 1,2 1,091,720 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100 42,618 2,570,467 SH   DFND 1,2 2,570,467 0 0
ASPEN AEROGELS INC COM 04523Y105 22,306 2,419,272 SH   DFND 1,2 2,419,272 0 0
BORR DRILLING LTD SHS G1466R173 8,321 2,506,183 SH   DFND 1,2 2,506,183 0 0
CALIFORNIA RES CORP COM STOCK 13057Q305 101,311 2,636,246 SH   DFND 1,2 2,636,246 0 0
CENOVUS ENERGY INC COM 15135U109 71,488 4,653,642 SH   DFND 1,2 4,653,642 0 0
CONSOL ENERGY INC NEW COM 20854L108 19,296 300,000 SH   DFND 1,2 300,000 0 0
DARLING INGREDIENTS INC COM 237266101 6,615 100,000 SH   DFND 1,2 100,000 0 0
DELEK US HLDGS INC NEW COM 24665A103 17,925 660,470 SH   DFND 1,2 660,470 0 0
ENERPLUS CORP COM 292766102 72,332 5,108,144 SH   DFND 1,2 5,108,144 0 0
ENETI INC COM Y2294C107 5,926 888,444 SH   DFND 1,2 888,444 0 0
ENOVIX CORPORATION COM 293594107 50,032 2,728,746 SH   DFND 1,2 2,728,746 0 0
FIRST SOLAR INC COM 336433107 43,765 330,877 SH   DFND 1,2 330,877 0 0
FREYR BATTERY SHS L4135L100 67,356 4,730,050 SH   DFND 1,2 4,730,050 0 0
FREYR BATTERY *W EXP 10/31/202 L4135L118 40,301 7,209,399 SH   DFND 1,2 7,209,399 0 0
GOLDEN OCEAN GROUP LTD SHS NEW G39637205 8,591 1,150,000 SH   DFND 1,2 1,150,000 0 0
HALLIBURTON CO COM 406216101 14,772 600,000 SH   DFND 1,2 600,000 0 0
HF SINCLAIR CORP COM 403949100 12,318 228,797 SH   DFND 1,2 228,797 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 259,242 970,000 SH Put DFND 1,2 970,000 0 0
KIRBY CORP COM 497266106 19,293 317,473 SH   DFND 1,2 317,473 0 0
LAREDO PETROLEUM INC COM 516806205 29,947 476,487 SH   DFND 1,2 476,487 0 0
MARATHON OIL CORP COM 565849106 100,662 4,458,013 SH   DFND 1,2 4,458,013 0 0
MAXEON SOLAR TECHNOLOGIES LT SHS Y58473102 466 19,612 SH   DFND 1,2 19,612 0 0
MURPHY OIL CORP COM 626717102 41,743 1,186,899 SH   DFND 1,2 1,186,899 0 0
NABORS INDUSTRIES LTD SHS G6359F137 5,097 50,243 SH   DFND 1,2 50,243 0 0
NATIONAL ENERGY SERVICES REU SHS G6375R107 24,564 4,135,297 SH   DFND 1,2 4,135,297 0 0
NEW FORTRESS ENERGY INC COM CL A 644393100 73,420 1,679,699 SH   DFND 1,2 1,679,699 0 0
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 27,116 375,000 SH   DFND 1,2 375,000 0 0
NOV INC COM 62955J103 25,646 1,585,025 SH   DFND 1,2 1,585,025 0 0
NUCOR CORP COM 670346105 9,854 92,098 SH   DFND 1,2 92,098 0 0
OPAL FUELS INC *W EXP 07/21/202 68347P111 2,879 1,985,236 SH   DFND 1,2 1,985,236 0 0
OPAL FUELS INC CLASS A COM 68347P103 10,834 1,308,429 SH   DFND 1,2 1,308,429 0 0
OVINTIV INC COM 69047Q102 64,021 1,391,756 SH   DFND 1,2 1,391,756 0 0
PDC ENERGY INC COM 69327R101 54,942 950,715 SH   DFND 1,2 950,715 0 0
PEABODY ENERGY CORP COM 704551100 20,361 820,334 SH   DFND 1,2 820,334 0 0
PHILLIPS 66 COM 718546104 18,280 226,460 SH   DFND 1,2 226,460 0 0
PLUG POWER INC COM NEW 72919P202 28,540 1,358,415 SH   DFND 1,2 1,358,415 0 0
PRECISION DRILLING CORP COM NEW 74022D407 30,559 603,636 SH   DFND 1,2 603,636 0 0
PROFRAC HLDG CORP CLASS A COM 74319N100 1,387 91,220 SH   DFND 1,2 91,220 0 0
PURECYCLE TECHNOLOGIES INC *W EXP 03/17/202 74623V111 2,429 714,285 SH   DFND 1,2 714,285 0 0
PURECYCLE TECHNOLOGIES INC COM 74623V103 13,356 1,654,979 SH   DFND 1,2 1,654,979 0 0
RAMACO RES INC COM 75134P303 4,682 508,924 SH   DFND 1,2 508,924 0 0
RANGER ENERGY SVCS INC COM CL A 75282U104 15,404 1,574,988 SH   DFND 1,2 1,574,988 0 0
RIO TINTO PLC SPONSORED ADR 767204100 43,597 791,800 SH   DFND 1,2 791,800 0 0
SELECT ENERGY SVCS INC CL A COM 81617J301 8,340 1,196,505 SH   DFND 1,2 1,196,505 0 0
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 38,532 1,788,040 SH   DFND 1,2 1,788,040 0 0
SIBANYE STILLWATER LTD SPONSORED ADR 82575P107 20,628 2,213,330 SH   DFND 1,2 2,213,330 0 0
SM ENERGY CO COM 78454L100 26,555 706,066 SH   DFND 1,2 706,066 0 0
SOLARIS OILFIELD INFRASTRUCT COM CL A 83418M103 13,955 1,490,867 SH   DFND 1,2 1,490,867 0 0
STAR BULK CARRIERS CORP. SHS PAR Y8162K204 8,740 500,000 SH   DFND 1,2 500,000 0 0
STEM INC COM 85859N102 33,350 2,500,000 SH   DFND 1,2 2,500,000 0 0
SUNCOR ENERGY INC NEW COM 867224107 51,971 1,845,508 SH   DFND 1,2 1,845,508 0 0
TECHNIPFMC PLC COM G87110105 77,625 9,175,529 SH   DFND 1,2 9,175,529 0 0
TENARIS S A SPONSORED ADS 88031M109 18,054 698,681 SH   DFND 1,2 698,681 0 0
TIDEWATER INC NEW COM 88642R109 30,069 1,385,666 SH   DFND 1,2 1,385,666 0 0
UNION PAC CORP COM 907818108 50,011 256,704 SH   DFND 1,2 256,704 0 0
VERMILION ENERGY INC COM 923725105 23,547 1,100,000 SH   DFND 1,2 1,100,000 0 0