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
ENTERGY CORP NEW COM 29364G103 101,500 1,008,646 SH   SOLE None 1,008,646 0 0
NISOURCE INC COM 65473P105 99,267 3,940,727 SH   SOLE None 3,940,727 0 0
TARGA RES CORP COM 87612G101 83,880 1,390,125 SH   SOLE None 1,390,125 0 0
OVINTIV INC COM 69047Q102 81,036 1,761,643 SH   SOLE None 1,761,643 0 0
EXELON CORP COM 30161N101 54,372 1,451,455 SH   SOLE None 1,451,455 0 0
DIAMONDBACK ENERGY INC COM 25278X109 51,635 428,648 SH   SOLE None 428,648 0 0
PDC ENERGY INC COM 69327R101 48,572 840,491 SH   SOLE None 840,491 0 0
PORTLAND GEN ELEC CO COM NEW 736508847 38,378 883,055 SH   SOLE None 883,055 0 0
DTE ENERGY CO COM 233331107 35,295 306,781 SH   SOLE None 306,781 0 0
SM ENERGY CO COM 78454L100 34,098 906,628 SH   SOLE None 906,628 0 0
ARCHAEA ENERGY INC COM CL A 03940F103 30,644 1,701,510 SH   SOLE None 1,701,510 0 0
WILLIAMS COS INC COM 969457100 28,747 1,004,100 SH   SOLE None 1,004,100 0 0
CLEARWAY ENERGY INC CL C 18539C204 28,403 891,761 SH   SOLE None 891,761 0 0
EQT CORP COM 26884L109 25,340 621,850 SH   SOLE None 621,850 0 0
EVERGY INC COM 30034W106 25,224 424,648 SH   SOLE None 424,648 0 0
AMEREN CORP COM 023608102 23,998 297,923 SH   SOLE None 297,923 0 0
XCEL ENERGY INC COM 98389B100 22,757 355,583 SH   SOLE None 355,583 0 0
FIRSTENERGY CORP COM 337932107 19,910 538,100 SH   SOLE None 538,100 0 0
CHESAPEAKE ENERGY CORP COM 165167735 18,367 194,962 SH   SOLE None 194,962 0 0
CMS ENERGY CORP COM 125896100 17,763 305,000 SH   SOLE None 305,000 0 0
ALLIANT ENERGY CORP COM 018802108 16,408 309,634 SH   SOLE None 309,634 0 0
FREYR BATTERY SHS L4135L100 16,005 1,123,938 SH   SOLE None 1,123,938 0 0
STEM INC COM 85859N102 15,645 1,172,817 SH   SOLE None 1,172,817 0 0
CENTERPOINT ENERGY INC COM 15189T107 13,331 473,059 SH   SOLE None 473,059 0 0
PEMBINA PIPELINE CORP COM 706327103 12,926 425,497 SH   SOLE None 425,497 0 0
PIONEER NAT RES CO COM 723787107 11,931 55,100 SH   SOLE None 55,100 0 0
TRANSCANADA CORP COM 89353D107 11,533 286,251 SH   SOLE None 286,251 0 0
NEW FORTRESS ENERGY INC COM CL A 644393100 11,417 261,206 SH   SOLE None 261,206 0 0
PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207 11,346 1,039,958 SH   SOLE None 1,039,958 0 0
RICE ACQUISITION CORP II SHS CL A G75529100 11,060 1,122,874 SH   SOLE None 1,122,874 0 0
NORTHERN OIL & GAS INC NEV COM 665531109 9,844 359,129 SH   SOLE None 359,129 0 0
CLEAN ENERGY FUELS CORP COM 184499101 9,814 1,837,861 SH   SOLE None 1,837,861 0 0
CANADIAN NAT RES LTD COM 136385101 9,319 200,194 SH   SOLE None 200,194 0 0
CNX RES CORP COM 12653C108 9,164 590,083 SH   SOLE None 590,083 0 0
OLIN CORP COM PAR $1 680665205 8,381 195,446 SH   SOLE None 195,446 0 0
SOUTHWESTERN ENERGY CO COM 845467109 7,670 1,253,284 SH   SOLE None 1,253,284 0 0
LINDE PLC SHS G5494J103 7,194 26,684 SH   SOLE None 26,684 0 0
PUBLIC SVC ENTERPRISE GRP IN COM 744573106 7,059 125,536 SH   SOLE None 125,536 0 0
ANTERO MIDSTREAM PARTNERS LP UNT LTD PARTN 03673L103 6,884 749,849 SH   SOLE None 749,849 0 0
TPG PACE BENEFICIAL II CORP COMMON STOCK G89826104 6,411 655,504 SH   SOLE None 655,504 0 0
NUTRIEN LTD COM 67077M108 5,841 70,050 SH   SOLE None 70,050 0 0
VISTEON CORP COM NEW 92839U206 5,489 51,756 SH   SOLE None 51,756 0 0
VALERO ENERGY CORP COM 91913Y100 5,424 50,767 SH   SOLE None 50,767 0 0
STELLANTIS N.V SHS N82405106 4,870 411,312 SH   SOLE None 411,312 0 0
SPIRE INC COM 84857L101 4,200 67,378 SH   SOLE None 67,378 0 0
MOSAIC CO NEW COM 61945C103 3,963 82,006 SH   SOLE None 82,006 0 0
RPM INTL INC COM 749685103 3,900 46,814 SH   SOLE None 46,814 0 0
PINNACLE WEST CAP CORP COM 723484101 3,871 60,000 SH   SOLE None 60,000 0 0
EOG RES INC COM 26875P101 3,835 34,321 SH   SOLE None 34,321 0 0
LEAR CORP COM NEW 521865204 3,639 30,406 SH   SOLE None 30,406 0 0
TALOS ENERGY INC COM 87484T108 3,529 211,952 SH   SOLE None 211,952 0 0
NATIONAL ENERGY SERVICES REU SHS G6375R107 3,415 574,916 SH   SOLE None 574,916 0 0
TOYOTA MOTOR CORP ADS 892331307 3,222 24,729 SH   SOLE None 24,729 0 0
AUTOLIV INC COM 052800109 3,203 48,071 SH   SOLE None 48,071 0 0
MICROSOFT CORP COM 594918104 3,124 13,412 SH   SOLE None 13,412 0 0
ALGOMA STL GROUP INC COM 015658107 2,932 455,277 SH   SOLE None 455,277 0 0
APTIV PLC SHS G6095L109 2,833 36,225 SH   SOLE None 36,225 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103 2,638 80,147 SH   SOLE None 80,147 0 0
HELMERICH & PAYNE INC COM 423452101 2,558 69,201 SH   SOLE None 69,201 0 0
FIRST RESERVE SUSTAINABLE GW CLASS A COM 336169107 2,557 260,382 SH   SOLE None 260,382 0 0
FORTISTAR SUSTAINABLE SOL CO COM CL A 34962M106 2,533 256,097 SH   SOLE None 256,097 0 0
EQUITRANS MIDSTREAM CORP COM 294600101 2,512 335,774 SH   SOLE None 335,774 0 0
AXALTA COATING SYS LTD COM G0750C108 2,448 116,263 SH   SOLE None 116,263 0 0
BENSON HILL INC COMMON STOCK 082490103 2,334 851,789 SH   SOLE None 851,789 0 0
ALTUS POWER INC COM CL A 02217A102 2,202 200,000 SH   SOLE None 200,000 0 0
LI-CYCLE HOLDINGS CORP COMMON SHARES 50202P105 2,132 400,781 SH   SOLE None 400,781 0 0
NIO INC SPON ADS 62914V106 1,659 105,231 SH   SOLE None 105,231 0 0
NXP SEMICONDUCTORS N V COM N6596X109 1,642 11,130 SH   SOLE None 11,130 0 0
DIAMOND OFFSHORE DRILLING IN COM 25271C201 1,128 170,148 SH   SOLE None 170,148 0 0
PBF ENERGY INC CL A 69318G106 1,083 30,809 SH   SOLE None 30,809 0 0
ALLETE INC COM NEW 018522300 1,035 20,672 SH   SOLE None 20,672 0 0
TRANSOCEAN LTD REG SHS H8817H100 983 397,902 SH   SOLE None 397,902 0 0
ISHARES TR PUT 464288953 980 9,000 SH Put SOLE None 9,000 0 0
ENERPLUS CORP COM 292766102 957 67,545 SH   SOLE None 67,545 0 0
OCEANEERING INTL INC COM 675232102 940 118,031 SH   SOLE None 118,031 0 0
AURORA INNOVATION INC CLASS A COM 051774107 890 402,799 SH   SOLE None 402,799 0 0
SWVL HOLDINGS CORP CLASS A COM G86302109 772 917,323 SH   SOLE None 917,323 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 769 3,400 SH   SOLE None 3,400 0 0
NABORS INDUSTRIES LTD SHS G6359F137 544 5,363 SH   SOLE None 5,363 0 0
JOHNSON & JOHNSON COM 478160104 453 2,771 SH   SOLE None 2,771 0 0
JPMORGAN CHASE & CO COM 46625H100 354 3,392 SH   SOLE None 3,392 0 0
ABBVIE INC COM 00287Y109 344 2,560 SH   SOLE None 2,560 0 0
COSTCO WHSL CORP NEW COM 22160K105 316 670 SH   SOLE None 670 0 0
UNITEDHEALTH GROUP INC COM 91324P102 278 550 SH   SOLE None 550 0 0
LAM RESEARCH CORP COM 512807108 247 675 SH   SOLE None 675 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 235 6,750 SH   SOLE None 6,750 0 0
ABBOTT LABS COM 002824100 232 2,400 SH   SOLE None 2,400 0 0
ENERGY VAULT HOLDINGS INC COM 29280W109 214 40,504 SH   SOLE None 40,504 0 0