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
AES CORP COM 00130H105 18,687 769,032 SH   SOLE   769,032 0 0
ANTERO RESOURCES CORP COM 03674X106 5,521 315,510 SH   SOLE   315,510 0 0
APA CORPORATION COM 03743Q108 5,047 187,700 SH   SOLE   187,700 0 0
ARCHAEA ENERGY INC COM CL A 03940F103 10,690 584,765 SH   SOLE   584,765 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100 7,652 487,700 SH   SOLE   487,700 0 0
AVIENT CORPORATION COM 05368V106 2,065 36,912 SH   SOLE   36,912 0 0
BAKER HUGHES COMPANY CL A 05722G100 508 21,100 SH   SOLE   21,100 0 0
BUNGE LIMITED COM G16962105 29,747 318,630 SH   SOLE   318,630 0 0
CALIFORNIA RES CORP COM STOCK 13057Q305 3,186 74,594 SH   SOLE   74,594 0 0
CENTENNIAL RESOURCE DEV INC CL A 15136A102 4,793 801,517 SH   SOLE   801,517 0 0
CF INDS HLDGS INC COM 125269100 1,048 14,800 SH   SOLE   14,800 0 0
CHAMPIONX CORPORATION COM 15872M104 9,942 491,928 SH   SOLE   491,928 0 0
CHART INDS INC COM 16115Q308 5,294 33,193 SH   SOLE   33,193 0 0
CHENIERE ENERGY INC COM NEW 16411R208 26,984 266,060 SH   SOLE   266,060 0 0
CHESAPEAKE ENERGY CORP COM 165167735 10,293 159,532 SH   SOLE   159,532 0 0
CLIMATE REAL IMPACT SLUTINS *W EXP 01/29/202 187171111 17 15,000 SH   SOLE   15,000 0 0
CLIMATE REAL IMPACT SLUTINS COM CL A 187171103 732 75,000 SH   SOLE   75,000 0 0
CONOCOPHILLIPS COM 20825C104 7,967 110,372 SH   SOLE   110,372 0 0
COTERRA ENERGY INC COM 127097103 849 44,692 SH   SOLE   44,692 0 0
CVR ENERGY INC COM 12662P108 6,370 378,957 SH   SOLE   378,957 0 0
DARLING INGREDIENTS INC COM 237266101 1,677 24,200 SH   SOLE   24,200 0 0
DECARBONIZATION PLUS ACQU II *W EXP 01/19/202 242794113 105 66,666 SH   SOLE   66,666 0 0
DECARBONIZATION PLUS ACQU II COM CL A 242794105 3,589 360,000 SH   SOLE   360,000 0 0
DELEK US HLDGS INC NEW COM 24665A103 14,937 996,466 SH   SOLE   996,466 0 0
DEVON ENERGY CORP NEW COM 25179M103 15,144 343,795 SH   SOLE   343,795 0 0
DIAMONDBACK ENERGY INC COM 25278X109 16,856 156,290 SH   SOLE   156,290 0 0
DRIL-QUIP INC COM 262037104 1,328 67,478 SH   SOLE   67,478 0 0
DT MIDSTREAM INC COMMON STOCK 23345M107 8,840 184,247 SH   SOLE   184,247 0 0
DUPONT DE NEMOURS INC COM 26614N102 7,456 92,300 SH   SOLE   92,300 0 0
ENERPLUS CORP COM 292766102 9,179 867,600 SH   SOLE   867,600 0 0
ENETI INC COM Y2294C107 1,909 246,600 SH   SOLE   246,600 0 0
EQT CORP COM 26884L109 13,509 619,400 SH   SOLE   619,400 0 0
EQUITRANS MIDSTREAM CORP COM 294600101 5,981 578,392 SH   SOLE   578,392 0 0
FORTISTAR SUSTAINABLE SOL CO *W EXP 01/14/202 34962M114 92 150,000 SH   SOLE   150,000 0 0
FORTISTAR SUSTAINABLE SOL CO COM CL A 34962M106 2,913 300,000 SH   SOLE   300,000 0 0
GENERAC HLDGS INC COM 368736104 2,734 7,769 SH   SOLE   7,769 0 0
HALLIBURTON CO COM 406216101 2,636 115,262 SH   SOLE   115,262 0 0
HOLLYFRONTIER CORP COM 436106108 15,462 471,675 SH   SOLE   471,675 0 0
HUNTSMAN CORP COM 447011107 14,033 402,323 SH   SOLE   402,323 0 0
HYZON MOTORS INC *W EXP 10/02/202 44951Y110 344 181,050 SH   SOLE   181,050 0 0
HYZON MOTORS INC COM CL A 44951Y102 956 147,244 SH   SOLE   147,244 0 0
INFRA AND ENERGY ALTRNTIVE I COM 45686J104 2,631 285,940 SH   SOLE   285,940 0 0
LI-CYCLE HOLDINGS CORP *W EXP 08/10/202 50202P113 614 247,480 SH   SOLE   247,480 0 0
LI-CYCLE HOLDINGS CORP COMMON SHARES 50202P105 21,546 2,163,273 SH   SOLE   2,163,273 0 0
MARATHON OIL CORP COM 565849106 19,097 1,163,042 SH   SOLE   1,163,042 0 0
MASTEC INC COM 576323109 644 6,980 SH   SOLE   6,980 0 0
MATADOR RES CO COM 576485205 10,467 283,493 SH   SOLE   283,493 0 0
NATIONAL ENERGY SERVICES REU SHS G6375R107 3,804 402,527 SH   SOLE   402,527 0 0
NEXTIER OILFIELD SOLUTIONS COM 65290C105 9,867 2,779,386 SH   SOLE   2,779,386 0 0
NISOURCE INC COM 65473P105 4,982 180,426 SH   SOLE   180,426 0 0
NORTHERN OIL AND GAS INC MN COM 665531307 9,644 468,590 SH   SOLE   468,590 0 0
NOV INC COM 62955J103 6,776 500,054 SH   SOLE   500,054 0 0
OASIS PETROLEUM INC COM NEW 674215207 2,583 20,500 SH   SOLE   20,500 0 0
OCEANEERING INTL INC COM 675232102 1,645 145,420 SH   SOLE   145,420 0 0
OLIN CORP COM PAR $1 680665205 16,086 279,667 SH   SOLE   279,667 0 0
OVINTIV INC COM 69047Q102 17,676 524,514 SH   SOLE   524,514 0 0
PDC ENERGY INC COM 69327R101 12,386 253,906 SH   SOLE   253,906 0 0
PERIDOT ACQUISITION CORP II *W EXP 04/30/202 G7008B121 73 85,396 SH   SOLE   85,396 0 0
PERIDOT ACQUISITION CORP II SHS CL A G7008B105 4,404 452,584 SH   SOLE   452,584 0 0
PHILLIPS 66 COM 718546104 46,012 635,004 SH   SOLE   635,004 0 0
POWER & DIGITAL INFRASTRUCTU UNIT 12/09/2026 73919C209 3,521 350,000 SH   SOLE   350,000 0 0
PROPETRO HLDG CORP COM 74347M108 5,743 708,979 SH   SOLE   708,979 0 0
QUANTA SVCS INC COM 74762E102 10,760 93,844 SH   SOLE   93,844 0 0
RICE ACQUISITION CORP II *W EXP 99/99/999 G75529126 150 100,000 SH   SOLE   100,000 0 0
RICE ACQUISITION CORP II SHS CL A G75529100 4,000 400,000 SH   SOLE   400,000 0 0
SM ENERGY CO COM 78454L100 7,003 237,539 SH   SOLE   237,539 0 0
SPARTAN ACQUISITION CORP III *W EXP 02/04/202 84677R114 108 75,000 SH   SOLE   75,000 0 0
SPARTAN ACQUISITION CORP III COM CL A 84677R106 1,809 183,291 SH   SOLE   183,291 0 0
STEM INC COM 85859N102 20,534 1,082,467 SH   SOLE   1,082,467 0 0
TARGA RES CORP COM 87612G101 37,931 726,093 SH   SOLE   726,093 0 0
TECHNIPFMC PLC COM G87110105 8,612 1,454,700 SH   SOLE   1,454,700 0 0
TENARIS S A SPONSORED ADS 88031M109 31,853 1,527,004 SH   SOLE   1,527,004 0 0
TETRA TECHNOLOGIES INC DEL COM 88162F105 246 86,710 SH   SOLE   86,710 0 0
VERMILION ENERGY INC COM 923725105 8,375 665,200 SH   SOLE   665,200 0 0
WESTLAKE CHEM CORP COM 960413102 2,567 26,429 SH   SOLE   26,429 0 0
WHITING PETE CORP NEW COM NEW 966387508 3,026 46,782 SH   SOLE   46,782 0 0