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
AKAMAI TECHNOLOGIES INC COM 00971T101   1,183,500 10,000 SH   SOLE   10,000 0 0
ALLIANCE RESOURCE PARTNERS L UT LTD PART 01877R108   1,080,180 51,000 SH   SOLE   51,000 0 0
AMERESCO INC CL A 02361E108   1,108,450 35,000 SH   SOLE   35,000 0 0
ANTERO MIDSTREAM CORP COM 03676B102   15,512,140 1,238,000 SH   DFND 1 1,238,000 0 0
ARIS WATER SOLUTIONS INC CLASS A COM 04041L106   209,750 25,000 SH   SOLE   25,000 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100   1,401,120 83,400 SH   SOLE   83,400 0 0
ATLANTICA SUSTAINABLE INFR P SHS G0751N103   3,225,000 150,000 SH   SOLE   150,000 0 0
CENOVUS ENERGY INC COM 15135U109   3,846,150 231,000 SH   SOLE   231,000 0 0
CHENIERE ENERGY INC COM NEW 16411R208   73,092,047 428,165 SH   DFND 1,2 427,550 0 615
CLEARWAY ENERGY INC CL C 18539C204   18,707,260 682,000 SH   DFND 1 682,000 0 0
CONSOLIDATED EDISON INC COM 209115104   3,092,980 34,000 SH   SOLE   34,000 0 0
CRESCENT ENERGY COMPANY CL A COM 44952J104   546,828 41,395 SH   SOLE   41,395 0 0
CROWN CASTLE INC COM 22822V101   1,151,900 10,000 SH   SOLE   10,000 0 0
DT MIDSTREAM INC COMMON STOCK 23345M107   38,692,910 706,075 SH   DFND 1 705,590 0 485
ENBRIDGE INC COM 29250N105   20,268,274 562,695 SH   DFND 1,2 561,550 0 1,145
ENERGY TRANSFER L P COM UT LTD PTN 29273V100   92,962,085 6,736,383 SH   DFND 1,2 6,728,088 0 8,295
ENLINK MIDSTREAM LLC COM UNIT REP LTD 29336T100   37,617,654 3,093,557 SH   DFND 1,2 3,089,592 0 3,965
ENPHASE ENERGY INC COM 29355A107   118,926 900 SH   SOLE   900 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107   46,565,167 1,767,179 SH   DFND 1,2 1,763,034 0 4,145
EQUITRANS MIDSTREAM CORP COM 294600101   58,505,020 5,747,055 SH   DFND 1,2 5,739,672 0 7,383
EQUITRANS MIDSTREAM CORP COM 294600101   2,545,000 250,000 SH Call SOLE   250,000 0 0
EXCELERATE ENERGY INC CL A COM 30069T101   4,483,400 290,000 SH   DFND 1 290,000 0 0
FIRST SOLAR INC COM 336433107   1,619,432 9,400 SH   SOLE   9,400 0 0
GENESIS ENERGY L P UNIT LTD PARTN 371927104   16,312,862 1,408,710 SH   DFND 1 1,407,380 0 1,330
HESS MIDSTREAM LP CL A SHS 428103105   42,025,832 1,328,670 SH   DFND 1 1,327,825 0 845
JACOBS SOLUTIONS INC COM 46982L108   5,192,000 40,000 SH   SOLE   40,000 0 0
KINDER MORGAN INC DEL COM 49456B101   60,492,763 3,429,295 SH   DFND 1,2 3,426,555 0 2,740
KINETIK HOLDINGS INC COM NEW CL A 02215L209   3,755,997 112,455 SH   SOLE   112,455 0 0
MARATHON PETE CORP COM 56585A102   23,483,904 158,290 SH   DFND 1,2 158,025 0 265
MPLX LP COM UNIT REP LTD 55336V100   43,958,320 1,197,122 SH   DFND 1,2 1,194,747 0 2,375
NEW FORTRESS ENERGY INC COM CL A 644393100   2,641,100 70,000 SH   SOLE   70,000 0 0
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106   10,040,318 330,165 SH   DFND 1 329,840 0 325
NXG CUSHING MIDSTREAM ENERGY COM NEW 231631300   123,902 3,656 SH   SOLE   3,656 0 0
ONEOK INC NEW COM 682680103   64,667,915 920,933 SH   DFND 1,2 919,677 0 1,256
ORMAT TECHNOLOGIES INC COM 686688102   1,515,800 20,000 SH   SOLE   20,000 0 0
OVINTIV INC COM 69047Q102   1,537,200 35,000 SH   SOLE   35,000 0 0
PEMBINA PIPELINE CORP COM 706327103   49,076,208 1,425,805 SH   DFND 1,2 1,424,095 0 1,710
PHILLIPS 66 COM 718546104   14,245,980 107,000 SH   DFND 1 107,000 0 0
PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105   1,998,285 131,900 SH   DFND 2 125,250 0 6,650
PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207   71,456,000 4,480,000 SH   DFND 1 4,480,000 0 0
PLUG POWER INC COM NEW 72919P202   2,342,250 520,500 SH   SOLE   520,500 0 0
QUANTA SVCS INC COM 74762E102   647,400 3,000 SH   SOLE   3,000 0 0
RENEW ENERGY GLOBAL PLC CL A SHS G7500M104   574,500 75,000 SH   SOLE   75,000 0 0
SEMPRA COM 816851109   9,714,900 130,000 SH   DFND 1 130,000 0 0
SITIO ROYALTIES CORP CLASS A COM 82983N108   2,351,000 100,000 SH   SOLE   100,000 0 0
STEM INC COM 85859N102   763,972 196,900 SH   SOLE   196,900 0 0
SUNNOVA ENERGY INTL INC. COM 86745K104   2,691,625 176,500 SH   SOLE   176,500 0 0
SUNRUN INC COM 86771W105   461,305 23,500 SH   SOLE   23,500 0 0
TARGA RES CORP COM 87612G101   94,692,209 1,090,045 SH   DFND 1,2 1,088,730 0 1,315
TC ENERGY CORP COM 87807B107   27,115,169 693,660 SH   DFND 1 693,050 0 610
TXO PARTNERS LP COM UNIT 87313P103   5,381,280 296,000 SH   SOLE   296,000 0 0
VALARIS LTD CL A G9460G101   1,097,120 16,000 SH   SOLE   16,000 0 0
VIPER ENERGY INC CL A 927959106   5,696,568 181,535 SH   SOLE   180,780 0 755
VISTRA CORP COM 92840M102   2,311,200 60,000 SH   SOLE   60,000 0 0
VITAL ENERGY INC COM 516806205   1,910,580 42,000 SH   SOLE   42,000 0 0
WESTERN MIDSTREAM PARTNERS L COM UNIT LP INT 958669103   43,651,385 1,491,845 SH   DFND 1,2 1,489,985 0 1,860
WILLIAMS COS INC COM 969457100   49,899,304 1,432,653 SH   DFND 1,2 1,430,502 0 2,151