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
TARGA RES CORP COM 87612G101 56,885 1,088,912 SH   SOLE None 1,088,912 0 0
NISOURCE INC COM 65473P105 54,706 1,981,377 SH   SOLE None 1,981,377 0 0
ENTERGY CORP NEW COM 29364G103 42,311 375,595 SH   SOLE None 375,595 0 0
ARCHAEA ENERGY INC COM CL A 03940F103 40,228 2,200,654 SH   SOLE None 2,200,654 0 0
OVINTIV INC COM 69047Q102 28,720 852,211 SH   SOLE None 852,211 0 0
PORTLAND GEN ELEC CO COM NEW 736508847 25,293 477,951 SH   SOLE None 477,951 0 0
XCEL ENERGY INC COM 98389B100 22,999 339,717 SH   SOLE None 339,717 0 0
EVERGY INC COM 30034W106 21,132 308,006 SH   SOLE None 308,006 0 0
WILLIAMS COS INC COM 969457100 17,279 663,560 SH   SOLE None 663,560 0 0
OCCIDENTAL PETE CORP COM 674599105 17,228 594,259 SH   SOLE None 594,259 0 0
MARATHON OIL CORP COM 565849106 17,062 1,039,114 SH   SOLE None 1,039,114 0 0
PUBLIC SVC ENTERPRISE GRP IN COM 744573106 16,682 250,000 SH   SOLE None 250,000 0 0
FIRSTENERGY CORP COM 337932107 15,837 380,800 SH   SOLE None 380,800 0 0
VANGUARD SCOTTSDALE FDS LG-TERM COR BD 92206C813 15,331 144,848 SH   SOLE None 144,848 0 0
VALERO ENERGY CORP COM 91913Y100 15,071 200,659 SH   SOLE None 200,659 0 0
VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 13,657 147,227 SH   SOLE None 147,227 0 0
STEM INC COM 85859N102 13,305 701,395 SH   SOLE None 701,395 0 0
DIAMONDHEAD HOLDINGS CORP CL A 25278L105 12,229 1,255,579 SH   SOLE None 1,255,579 0 0
DEVON ENERGY CORP NEW COM 25179M103 11,999 272,394 SH   SOLE None 272,394 0 0
DOMINION ENERGY INC COM 25746U109 11,784 150,000 SH   SOLE None 150,000 0 0
AMEREN CORP COM 023608102 11,570 129,986 SH   SOLE None 129,986 0 0
PIONEER NAT RES CO COM 723787107 11,371 62,518 SH   SOLE None 62,518 0 0
ARIS WATER SOLUTIONS INC CLASS A COM 04041L106 11,115 858,267 SH   SOLE None 858,267 0 0
ISHARES TR IBOXX INV CP ETF 464287242 11,084 83,639 SH   SOLE None 83,639 0 0
THE GROWTH FOR GOOD ACQU COR UNIT 11/12/2026 G41522122 10,978 1,100,000 SH   SOLE None 1,100,000 0 0
RICE ACQUISITION CORP II SHS CL A G75529100 10,491 1,049,133 SH   SOLE None 1,049,133 0 0
NATURAL ORDER ACQUISITION CO COM 63889L107 10,014 1,019,737 SH   SOLE None 1,019,737 0 0
CLEARWAY ENERGY INC CL C 18539C204 9,869 273,921 SH   SOLE None 273,921 0 0
FIRST RESERVE SUSTAINABLE GW CLASS A COM 336169107 9,829 992,864 SH   SOLE None 992,864 0 0
TPG PACE BENEFICIAL II CORP COMMON STOCK G89826104 9,800 1,000,000 SH   SOLE None 1,000,000 0 0
DIAMONDBACK ENERGY INC COM 25278X109 8,616 79,887 SH   SOLE None 79,887 0 0
ISHARES TR 20 YR TR BD ETF 464287432 8,470 57,155 SH   SOLE None 57,155 0 0
ANTERO RESOURCES CORP COM 03674X106 8,428 481,589 SH   SOLE None 481,589 0 0
SM ENERGY CO COM 78454L100 8,297 281,449 SH   SOLE None 281,449 0 0
SPDR SER TR BLOOMBERG HIGH Y 78468R622 7,892 72,688 SH   SOLE None 72,688 0 0
FORTISTAR SUSTAINABLE SOL CO COM CL A 34962M106 7,727 795,735 SH   SOLE None 795,735 0 0
BENSON HILL INC COMMON STOCK 082490103 7,660 1,050,707 SH   SOLE None 1,050,707 0 0
CVR ENERGY INC COM 12662P108 7,561 449,780 SH   SOLE None 449,780 0 0
NORTHERN OIL & GAS INC NEV COM 665531109 7,135 346,717 SH   SOLE None 346,717 0 0
OASIS PETROLEUM INC COM NEW 674215207 6,967 55,296 SH   SOLE None 55,296 0 0
VIPER ENERGY PARTNERS LP COM UNT RP INT 92763M105 6,812 319,650 SH   SOLE None 319,650 0 0
PDC ENERGY INC COM 69327R101 6,791 139,222 SH   SOLE None 139,222 0 0
CONOCOPHILLIPS COM 20825C104 6,787 94,031 SH   SOLE None 94,031 0 0
ALLIANT ENERGY CORP COM 018802108 6,517 106,027 SH   SOLE None 106,027 0 0
DECARBONIZATION PLUS ACQU II COM CL A 242794105 6,494 651,319 SH   SOLE None 651,319 0 0
NORTHWESTERN CORP COM NEW 668074305 6,460 113,023 SH   SOLE None 113,023 0 0
FREYR BATTERY SHS L4135L100 5,708 510,512 SH   SOLE None 510,512 0 0
ALLETE INC COM NEW 018522300 5,684 85,665 SH   SOLE None 85,665 0 0
ISHARES TR IBOXX HI YD ETF 464288513 5,446 62,593 SH   SOLE None 62,593 0 0
ALGOMA STL GROUP INC COM 015658107 5,405 500,000 SH   SOLE None 500,000 0 0
CLIMATE REAL IMPACT SLUTINS COM CL A 187171103 4,695 481,068 SH   SOLE None 481,068 0 0
LI-CYCLE HOLDINGS CORP COMMON SHARES 50202P105 4,053 406,941 SH   SOLE None 406,941 0 0
NOVUS CAPITAL CORPORATION II COM CL A 67012W104 4,030 407,053 SH   SOLE None 407,053 0 0
BLACK MOUNTAIN ACQ CORP CL A COM 09216A108 3,932 400,000 SH   SOLE None 400,000 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100 3,718 236,971 SH   SOLE None 236,971 0 0
ARCH RESOURCES INC CL A 03940R107 3,527 38,619 SH   SOLE None 38,619 0 0
PNM RES INC COM 69349H107 3,430 75,209 SH   SOLE None 75,209 0 0
SUSTAINABLE DEVELP ACQU I CO COM CL A 86934L103 3,409 350,000 SH   SOLE None 350,000 0 0
MICROSOFT CORP COM 594918104 3,401 10,112 SH   SOLE None 10,112 0 0
TOTALENERGIES SE SPONSORED ADS 89151E109 3,364 68,018 SH   SOLE None 68,018 0 0
ECP ENVIRONMENTAL GW OPT COR COM CL A 26829T100 3,082 312,617 SH   SOLE None 312,617 0 0
UMPQUA HLDGS CORP COM 904214103 3,036 157,809 SH   SOLE None 157,809 0 0
LEGATO MERGER CORP II COM 52473Y104 2,979 300,000 SH   SOLE None 300,000 0 0
NEXTIER OILFIELD SOLUTIONS COM 65290C105 2,966 835,630 SH   SOLE None 835,630 0 0
TENARIS S A SPONSORED ADS 88031M109 2,880 138,074 SH   SOLE None 138,074 0 0
CENTERPOINT ENERGY INC COM 15189T107 2,836 101,599 SH   SOLE None 101,599 0 0
QUEENS GAMBIT GROWTH CAPITAL CL A SHS G7315C101 2,589 261,551 SH   SOLE None 261,551 0 0
POWER & DIGITAL INFRASTRUCTU UNIT 12/09/2026 73919C209 2,545 250,000 SH   SOLE None 250,000 0 0
FIFTH THIRD BANCORP COM 316773100 2,541 58,336 SH   SOLE None 58,336 0 0
COMERICA INC COM 200340107 2,528 29,063 SH   SOLE None 29,063 0 0
FIRST FINL BANCORP OH COM 320209109 2,514 103,127 SH   SOLE None 103,127 0 0
RATTLER MIDSTREAM LP COM UNITS 75419T103 2,484 218,316 SH   SOLE None 218,316 0 0
SOCIAL LEVERAGE ACQUISN CORP COM CL A 83363K102 2,452 250,000 SH   SOLE None 250,000 0 0
NEW FORTRESS ENERGY INC COM CL A 644393100 2,421 100,297 SH   SOLE None 100,297 0 0
GROUP NINE ACQUISITION CORP COM CL A 39947R104 2,328 238,790 SH   SOLE None 238,790 0 0
TALOS ENERGY INC COM 87484T108 2,209 225,403 SH   SOLE None 225,403 0 0
SCHLUMBERGER LTD COM STK 806857108 2,161 72,165 SH   SOLE None 72,165 0 0
ZIONS BANCORPORATION N A COM 989701107 2,158 34,164 SH   SOLE None 34,164 0 0
RYDER SYS INC COM 783549108 2,105 25,542 SH   SOLE None 25,542 0 0
ASSURED GUARANTY LTD COM G0585R106 2,094 41,712 SH   SOLE None 41,712 0 0
NATIONAL ENERGY SERVICES REU SHS G6375R107 2,006 212,275 SH   SOLE None 212,275 0 0
OLD NATL BANCORP IND COM 680033107 1,907 105,237 SH   SOLE None 105,237 0 0
JOHNSON CTLS INTL PLC SHS G51502105 1,839 22,612 SH   SOLE None 22,612 0 0
WESCO INTL INC COM 95082P105 1,807 13,732 SH   SOLE None 13,732 0 0
TRITON INTL LTD CL A G9078F107 1,779 29,534 SH   SOLE None 29,534 0 0
VULCAN MATLS CO COM 929160109 1,766 8,507 SH   SOLE None 8,507 0 0
CMC MATERIALS INC COM 12571T100 1,758 9,170 SH   SOLE None 9,170 0 0
ALLEGHENY TECHNOLOGIES INC COM 01741R102 1,629 102,264 SH   SOLE None 102,264 0 0
TOYOTA MOTOR CORP ADS 892331307 1,556 8,399 SH   SOLE None 8,399 0 0
TECHNIPFMC PLC COM G87110105 1,550 261,783 SH   SOLE None 261,783 0 0
INNOSPEC INC COM 45768S105 1,497 16,573 SH   SOLE None 16,573 0 0
AUTOLIV INC COM 052800109 1,443 13,954 SH   SOLE None 13,954 0 0
CHAMPIONX CORPORATION COM 15872M104 1,432 70,843 SH   SOLE None 70,843 0 0
TRAVEL PLUS LEISURE CO COM 894164102 1,428 25,833 SH   SOLE None 25,833 0 0
MACYS INC COM 55616P104 1,408 53,787 SH   SOLE None 53,787 0 0
HILLENBRAND INC COM 431571108 1,395 26,838 SH   SOLE None 26,838 0 0
KOHLS CORP COM 500255104 1,275 25,821 SH   SOLE None 25,821 0 0
CONSTELLIUM SE CL A SHS F21107101 1,241 69,302 SH   SOLE None 69,302 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 1,241 2,612 SH   SOLE None 2,612 0 0
JAWS MUSTANG ACQUISITION COR SHS CL A G50737108 1,219 125,000 SH   SOLE None 125,000 0 0
SP PLUS CORP COM 78469C103 1,193 42,287 SH   SOLE None 42,287 0 0
OSHKOSH CORP COM 688239201 1,175 10,427 SH   SOLE None 10,427 0 0
TAYLOR MORRISON HOME CORP COM 87724P106 1,153 32,990 SH   SOLE None 32,990 0 0
ALBANY INTL CORP CL A 012348108 1,114 12,597 SH   SOLE None 12,597 0 0
SUMMIT HOTEL PPTYS INC COM 866082100 1,090 111,706 SH   SOLE None 111,706 0 0
MARTIN MARIETTA MATLS INC COM 573284106 1,088 2,469 SH   SOLE None 2,469 0 0
KIMBELL RTY PARTNERS LP UNIT 49435R102 1,061 77,864 SH   SOLE None 77,864 0 0
ARAMARK COM 03852U106 1,058 28,718 SH   SOLE None 28,718 0 0
CARS COM INC COM 14575E105 1,035 64,339 SH   SOLE None 64,339 0 0
LIONS GATE ENTMNT CORP CL A VTG 535919401 1,007 60,498 SH   SOLE None 60,498 0 0
CHESAPEAKE ENERGY CORP COM 165167735 1,002 15,529 SH   SOLE None 15,529 0 0
GREEN PLAINS INC COM 393222104 993 28,579 SH   SOLE None 28,579 0 0
EOG RES INC COM 26875P101 992 11,173 SH   SOLE None 11,173 0 0
RED ROBIN GOURMET BURGERS IN COM 75689M101 991 59,930 SH   SOLE None 59,930 0 0
GRAINGER W W INC COM 384802104 975 1,882 SH   SOLE None 1,882 0 0
LEAR CORP COM NEW 521865204 938 5,129 SH   SOLE None 5,129 0 0
NEWMONT CORP COM 651639106 924 14,894 SH   SOLE None 14,894 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 838 3,400 SH   SOLE None 3,400 0 0
APTIV PLC SHS G6095L109 742 4,497 SH   SOLE None 4,497 0 0
MILLERKNOLL INC COM 600544100 664 16,949 SH   SOLE None 16,949 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 635 2,265 SH   SOLE None 2,265 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 630 8,800 SH   SOLE None 8,800 0 0
SCRIPPS E W CO OHIO CL A NEW 811054402 611 31,557 SH   SOLE None 31,557 0 0
CHEESECAKE FACTORY INC COM 163072101 589 15,033 SH   SOLE None 15,033 0 0
EDITAS MEDICINE INC COM 28106W103 559 21,046 SH   SOLE None 21,046 0 0
JPMORGAN CHASE & CO COM 46625H100 537 3,392 SH   SOLE None 3,392 0 0
DIEBOLD NIXDORF INC COM STK 253651103 513 56,729 SH   SOLE None 56,729 0 0
LAM RESEARCH CORP COM 512807108 485 675 SH   SOLE None 675 0 0
JOHNSON & JOHNSON COM 478160104 474 2,771 SH   SOLE None 2,771 0 0
HYSTER YALE MATLS HANDLING I CL A 449172105 471 11,453 SH   SOLE None 11,453 0 0
ABM INDS INC COM 000957100 450 11,011 SH   SOLE None 11,011 0 0
COMMSCOPE HLDG CO INC COM 20337X109 438 39,690 SH   SOLE None 39,690 0 0
LAREDO PETROLEUM INC COM 516806106 409 6,807 SH   SOLE None 6,807 0 0
COEUR MNG INC COM NEW 192108504 398 78,899 SH   SOLE None 78,899 0 0
RICE ACQUISITION CORP II *W EXP 99/99/999 G75529126 393 262,283 SH   SOLE None 262,283 0 0
CEDAR REALTY TRUST INC COM NEW 150602605 388 15,434 SH   SOLE None 15,434 0 0
COSTCO WHSL CORP NEW COM 22160K105 380 670 SH   SOLE None 670 0 0
BLOCK INC CL A 852234103 360 2,227 SH   SOLE None 2,227 0 0
ABBVIE INC COM 00287Y109 347 2,560 SH   SOLE None 2,560 0 0
ABBOTT LABS COM 002824100 338 2,400 SH   SOLE None 2,400 0 0
BIOXCEL THERAPEUTICS INC COM 09075P105 333 16,397 SH   SOLE None 16,397 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 330 6,750 SH   SOLE None 6,750 0 0
NETSCOUT SYS INC COM 64115T104 286 8,634 SH   SOLE None 8,634 0 0
SUNLIGHT FINANCIAL HOLDINGS COM 86738J106 284 59,400 SH   SOLE None 59,400 0 0
UNITEDHEALTH GROUP INC COM 91324P102 276 550 SH   SOLE None 550 0 0
PEBBLEBROOK HOTEL TR COM 70509V100 268 11,961 SH   SOLE None 11,961 0 0
AMAZON COM INC COM 023135106 267 80 SH   SOLE None 80 0 0
BEST BUY INC COM 086516101 250 2,462 SH   SOLE None 2,462 0 0
ANZU SPECIAL ACQUISITIN CORP *W EXP 01/27/202 03737A119 242 306,913 SH   SOLE None 306,913 0 0
RUBIUS THERAPEUTICS INC COM 78116T103 241 24,911 SH   SOLE None 24,911 0 0
EVGO INC CL A COM 30052F100 228 22,968 SH   SOLE None 22,968 0 0
3M CO COM 88579Y101 227 1,280 SH   SOLE None 1,280 0 0
NOVUS CAPITAL CORPORATION II *W EXP 02/02/202 67012W112 200 160,381 SH   SOLE None 160,381 0 0