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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ENTERGY CORP NEW COM 29364G103   120,351,150 1,069,788 SH   SOLE None 1,069,788 0 0
NISOURCE INC COM 65473P105   109,756,337 4,002,784 SH   SOLE None 4,002,784 0 0
DTE ENERGY CO COM 233331107   87,211,491 742,036 SH   SOLE None 742,036 0 0
OVINTIV INC COM 69047Q102   65,752,969 1,296,647 SH   SOLE None 1,296,647 0 0
TARGA RES CORP COM 87612G101   59,962,182 815,812 SH   SOLE None 815,812 0 0
DIAMONDBACK ENERGY INC COM 25278X109   55,524,063 405,937 SH   SOLE None 405,937 0 0
PORTLAND GEN ELEC CO COM NEW 736508847   38,662,862 789,038 SH   SOLE None 789,038 0 0
EXELON CORP COM 30161N101   37,386,298 864,823 SH   SOLE None 864,823 0 0
CLEARWAY ENERGY INC CL C 18539C204   34,873,174 1,094,232 SH   SOLE None 1,094,232 0 0
EVERGY INC COM 30034W106   31,207,176 495,903 SH   SOLE None 495,903 0 0
PEMBINA PIPELINE CORP COM 706327103   29,606,814 872,293 SH   SOLE None 872,293 0 0
AMEREN CORP COM 023608102   28,652,069 322,223 SH   SOLE None 322,223 0 0
CMS ENERGY CORP COM 125896100   25,438,268 401,678 SH   SOLE None 401,678 0 0
FIRSTENERGY CORP COM 337932107   24,649,354 587,729 SH   SOLE None 587,729 0 0
PPL CORP COM 69351T106   24,252,600 830,000 SH   SOLE None 830,000 0 0
NORTHERN OIL & GAS INC NEV COM 665531109   23,920,142 776,124 SH   SOLE None 776,124 0 0
NEW FORTRESS ENERGY INC COM CL A 644393100   22,830,953 538,212 SH   SOLE None 538,212 0 0
SOUTHWESTERN ENERGY CO COM 845467109   22,768,036 3,891,972 SH   SOLE None 3,891,972 0 0
XCEL ENERGY INC COM 98389B100   22,185,959 316,445 SH   SOLE None 316,445 0 0
SM ENERGY CO COM 78454L100   21,091,585 605,558 SH   SOLE None 605,558 0 0
CHORD ENERGY CORPORATION COM NEW 674215207   17,178,411 125,564 SH   SOLE None 125,564 0 0
CONOCOPHILLIPS COM 20825C104   16,467,844 139,558 SH   SOLE None 139,558 0 0
CHESAPEAKE ENERGY CORP COM 165167735   15,160,729 160,652 SH   SOLE None 160,652 0 0
PDC ENERGY INC COM 69327R101   14,076,753 221,751 SH   SOLE None 221,751 0 0
STEM INC COM 85859N102   13,333,134 1,491,402 SH   SOLE None 1,491,402 0 0
OCCIDENTAL PETE CORP COM 674599105   13,243,648 210,250 SH   SOLE None 210,250 0 0
EQT CORP COM 26884L109   12,891,395 381,064 SH   SOLE None 381,064 0 0
FREYR BATTERY SHS L4135L100   12,366,422 1,424,703 SH   SOLE None 1,424,703 0 0
LINDE PLC SHS G5494J103   11,733,673 35,973 SH   SOLE None 35,973 0 0
STELLANTIS N.V SHS N82405106   11,444,959 805,983 SH   SOLE None 805,983 0 0
PUBLIC SVC ENTERPRISE GRP IN COM 744573106   10,755,091 175,536 SH   SOLE None 175,536 0 0
RICE ACQUISITION CORP II SHS CL A G75529100   10,748,948 1,056,927 SH   SOLE None 1,056,927 0 0
CIVITAS RESOURCES INC COM NEW 17888H103   9,941,194 171,607 SH   SOLE None 171,607 0 0
DEVON ENERGY CORP NEW COM 25179M103   9,880,720 160,636 SH   SOLE None 160,636 0 0
CLEAN ENERGY FUELS CORP COM 184499101   9,836,601 1,891,654 SH   SOLE None 1,891,654 0 0
CENTERPOINT ENERGY INC COM 15189T107   8,998,769 300,059 SH   SOLE None 300,059 0 0
MURPHY OIL CORP COM 626717102   8,935,586 207,756 SH   SOLE None 207,756 0 0
TRANSCANADA CORP COM 89353D107   8,006,736 200,859 SH   SOLE None 200,859 0 0
OLIN CORP COM PAR $1 680665205   7,990,446 150,934 SH   SOLE None 150,934 0 0
VISTEON CORP COM NEW 92839U206   7,259,888 55,491 SH   SOLE None 55,491 0 0
MATADOR RES CO COM 576485205   6,579,395 114,944 SH   SOLE None 114,944 0 0
LEAR CORP COM NEW 521865204   6,394,347 51,559 SH   SOLE None 51,559 0 0
AUTOLIV INC COM 052800109   5,756,136 75,165 SH   SOLE None 75,165 0 0
TPG PACE BENEFICIAL II CORP COMMON STOCK G89826104   5,747,183 584,955 SH   SOLE None 584,955 0 0
PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207   5,449,989 438,102 SH   SOLE None 438,102 0 0
SPIRE INC COM 84857L101   4,887,545 70,978 SH   SOLE None 70,978 0 0
RPM INTL INC COM 749685103   4,562,024 46,814 SH   SOLE None 46,814 0 0
CENOVUS ENERGY INC COM 15135U109   4,304,722 221,889 SH   SOLE None 221,889 0 0
TOYOTA MOTOR CORP ADS 892331307   4,140,423 30,315 SH   SOLE None 30,315 0 0
NATIONAL ENERGY SERVICES REU SHS G6375R107   4,029,982 580,689 SH   SOLE None 580,689 0 0
PINNACLE WEST CAP CORP COM 723484101   3,866,558 50,849 SH   SOLE None 50,849 0 0
BLOOM ENERGY CORP COM CL A 093712107   3,505,614 183,348 SH   SOLE None 183,348 0 0
MICROSOFT CORP COM 594918104   3,216,466 13,412 SH   SOLE None 13,412 0 0
AXALTA COATING SYS LTD COM G0750C108   2,961,219 116,263 SH   SOLE None 116,263 0 0
ALGOMA STL GROUP INC COM 015658107   2,886,456 455,277 SH   SOLE None 455,277 0 0
CANADIAN NAT RES LTD COM 136385101   2,441,551 43,970 SH   SOLE None 43,970 0 0
GREEN PLAINS INC COM 393222104   2,433,839 79,798 SH   SOLE None 79,798 0 0
NXP SEMICONDUCTORS N V COM N6596X109   2,424,180 15,340 SH   SOLE None 15,340 0 0
DT MIDSTREAM INC COMMON STOCK 23345M107   2,423,262 43,852 SH   SOLE None 43,852 0 0
FIRST RESERVE SUSTAINABLE GW CLASS A COM 336169107   2,398,191 238,626 SH   SOLE None 238,626 0 0
AMERICAN AXLE & MFG HLDGS IN COM 024061103   1,802,127 230,451 SH   SOLE None 230,451 0 0
DIAMOND OFFSHORE DRILLING IN COM 25271C201   1,769,539 170,148 SH   SOLE None 170,148 0 0
ALLIANT ENERGY CORP COM 018802108   1,615,334 29,258 SH   SOLE None 29,258 0 0
ALGONQUIN PWR UTILS CORP COM 015857105   1,315,609 201,400 SH   SOLE None 201,400 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103   1,076,588 58,415 SH   SOLE None 58,415 0 0
TRANSOCEAN LTD REG SHS H8817H100   884,708 194,015 SH   SOLE None 194,015 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103   812,124 3,400 SH   SOLE None 3,400 0 0
HELMERICH & PAYNE INC COM 423452101   752,373 15,178 SH   SOLE None 15,178 0 0
JOHNSON & JOHNSON COM 478160104   489,497 2,771 SH   SOLE None 2,771 0 0
AURORA INNOVATION INC CLASS A COM 051774107   482,864 399,061 SH   SOLE None 399,061 0 0
JPMORGAN CHASE & CO COM 46625H100   454,867 3,392 SH   SOLE None 3,392 0 0
ABBVIE INC COM 00287Y109   413,722 2,560 SH   SOLE None 2,560 0 0
LI-CYCLE HOLDINGS CORP COMMON SHARES 50202P105   370,457 77,827 SH   SOLE None 77,827 0 0
COSTCO WHSL CORP NEW COM 22160K105   305,855 670 SH   SOLE None 670 0 0
UNITEDHEALTH GROUP INC COM 91324P102   291,599 550 SH   SOLE None 550 0 0
LAM RESEARCH CORP COM 512807108   283,703 675 SH   SOLE None 675 0 0
ABBOTT LABS COM 002824100   263,496 2,400 SH   SOLE None 2,400 0 0
ISHARES TR MSCI EMG MKT ETF 464287234   255,825 6,750 SH   SOLE None 6,750 0 0
RICE ACQUISITION CORP II *W EXP 99/99/999 G75529126   205,729 164,583 SH   SOLE None 164,583 0 0
CINTAS CORP COM 172908105   203,229 450 SH   SOLE None 450 0 0
EMERSON ELEC CO COM 291011104   201,726 2,100 SH   SOLE None 2,100 0 0