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
NEW FORTRESS ENERGY INC COM CL A 644393100   70,162,995 3,192,129 SH   SOLE None 3,192,129 0 0
PORTLAND GEN ELEC CO COM NEW 736508847   64,215,681 1,485,099 SH   SOLE None 1,485,099 0 0
GULFPORT ENERGY CORP COMMON SHARES 402635502   60,744,431 402,281 SH   SOLE None 402,281 0 0
CMS ENERGY CORP COM 125896100   60,077,259 1,009,193 SH   SOLE None 1,009,193 0 0
NISOURCE INC COM 65473P105   46,612,246 1,617,919 SH   SOLE None 1,617,919 0 0
ENTERGY CORP NEW COM 29364G103   45,830,561 428,323 SH   SOLE None 428,323 0 0
CONOCOPHILLIPS COM 20825C104   39,838,440 348,299 SH   SOLE None 348,299 0 0
DTE ENERGY CO COM 233331107   39,001,365 351,332 SH   SOLE None 351,332 0 0
CHORD ENERGY CORPORATION COM NEW 674215207   36,495,049 217,647 SH   SOLE None 217,647 0 0
OKLO INC COM CL A 02156V109   33,205,949 3,920,419 SH   SOLE None 3,920,419 0 0
TALOS ENERGY INC COM 87484T108   30,939,064 2,546,425 SH   SOLE None 2,546,425 0 0
ENLINK MIDSTREAM LLC COM UNIT REP LTD 29336T100   27,560,386 2,002,935 SH   SOLE None 2,002,935 0 0
TOYOTA MOTOR CORP ADS 892331307   24,429,144 119,184 SH   SOLE None 119,184 0 0
MURPHY OIL CORP COM 626717102   22,513,988 545,926 SH   SOLE None 545,926 0 0
KODIAK GAS SVCS INC COM 50012A108   21,279,156 780,600 SH   SOLE None 780,600 0 0
OVINTIV INC COM 69047Q102   20,780,189 443,358 SH   SOLE None 443,358 0 0
EVERGY INC COM 30034W106   20,627,313 389,415 SH   SOLE None 389,415 0 0
TARGA RES CORP COM 87612G101   14,746,984 114,513 SH   SOLE None 114,513 0 0
CIVITAS RESOURCES INC COM NEW 17888H103   14,512,701 210,329 SH   SOLE None 210,329 0 0
ALLIANT ENERGY CORP COM 018802108   13,950,621 274,079 SH   SOLE None 274,079 0 0
KINETIK HOLDINGS INC COM NEW CL A 02215L209   13,550,424 326,989 SH   SOLE None 326,989 0 0
ADIENT PLC ORD SHS G0084W101   12,668,891 512,703 SH   SOLE None 512,703 0 0
BP PLC SPONSORED ADR 055622104   12,474,247 345,547 SH   SOLE None 345,547 0 0
AUTOLIV INC COM 052800109   10,905,919 101,934 SH   SOLE None 101,934 0 0
HF SINCLAIR CORP COM 403949100   10,894,215 204,241 SH   SOLE None 204,241 0 0
AES CORP COM 00130H105   10,542,000 600,000 SH   SOLE None 600,000 0 0
ISHARES INC MSCI ITALY ETF 46434G830   9,594,500 267,629 SH   SOLE None 267,629 0 0
GOLAR LNG LTD SHS G9456A100   9,068,520 289,267 SH   SOLE None 289,267 0 0
PBF ENERGY INC CL A 69318G106   8,446,511 183,540 SH   SOLE None 183,540 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100   7,569,910 737,808 SH   SOLE None 737,808 0 0
BORGWARNER INC COM 099724106   7,292,398 226,191 SH   SOLE None 226,191 0 0
AXALTA COATING SYS LTD COM G0750C108   7,211,954 211,061 SH   SOLE None 211,061 0 0
PPL CORP COM 69351T106   6,824,214 246,807 SH   SOLE None 246,807 0 0
TAMBORAN RES CORP COM 87507T101   6,750,000 300,000 SH   SOLE None 300,000 0 0
CLEARWAY ENERGY INC CL C 18539C204   6,722,025 272,257 SH   SOLE None 272,257 0 0
NATIONAL ENERGY SERVICES REU SHS G6375R107   6,667,214 701,812 SH   SOLE None 701,812 0 0
COMSTOCK RES INC COM 205768302   6,544,164 630,459 SH   SOLE None 630,459 0 0
MONTANA TECHNOLOGIES CORP *W EXP 03/15/202 612160119   6,450,036 4,479,192 SH   SOLE None 4,479,192 0 0
CORTEVA INC COM 22052L104   6,312,814 117,034 SH   SOLE None 117,034 0 0
CHESAPEAKE ENERGY CORP COM 165167735   5,803,847 70,615 SH   SOLE None 70,615 0 0
MICROSOFT CORP COM 594918104   5,695,037 12,742 SH   SOLE None 12,742 0 0
BERRY CORP COM 08579X101   5,636,008 872,447 SH   SOLE None 872,447 0 0
DUPONT DE NEMOURS INC COM 26614N102   5,634,300 70,000 SH   SOLE None 70,000 0 0
UNITED STATES STL CORP NEW COM 912909108   5,578,448 147,578 SH   SOLE None 147,578 0 0
GENERAL MTRS CO COM 37045V100   5,464,950 117,627 SH   SOLE None 117,627 0 0
PEMBINA PIPELINE CORP COM 706327103   5,459,747 147,169 SH   SOLE None 147,169 0 0
EQT CORP COM 26884L109   5,347,012 144,592 SH   SOLE None 144,592 0 0
DANA INC COM 235825205   5,267,110 434,580 SH   SOLE None 434,580 0 0
VALERO ENERGY CORP COM 91913Y100   4,987,790 31,818 SH   SOLE None 31,818 0 0
CENTERPOINT ENERGY INC COM 15189T107   4,970,586 160,445 SH   SOLE None 160,445 0 0
ANTERO RESOURCES CORP COM 03674X106   4,889,083 149,834 SH   SOLE None 149,834 0 0
APTIV PLC SHS G6095L109   4,379,138 62,186 SH   SOLE None 62,186 0 0
TETRA TECHNOLOGIES INC DEL COM 88162F105   4,368,167 1,262,476 SH   SOLE None 1,262,476 0 0
DEVON ENERGY CORP NEW COM 25179M103   4,106,072 86,626 SH   SOLE None 86,626 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103   4,101,501 305,626 SH   SOLE None 305,626 0 0
COTERRA ENERGY INC COM 127097103   3,728,333 139,795 SH   SOLE None 139,795 0 0
NET POWER INC COM CL A 64107A105   3,712,172 377,637 SH   SOLE None 377,637 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109   3,480,257 11,707 SH   SOLE None 11,707 0 0
XCEL ENERGY INC COM 98389B100   3,435,545 64,324 SH   SOLE None 64,324 0 0
AMEREN CORP COM 023608102   3,385,832 47,614 SH   SOLE None 47,614 0 0
LIBERTY ENERGY INC COM CL A 53115L104   3,373,589 161,493 SH   SOLE None 161,493 0 0
NUTRIEN LTD COM 67077M108   3,266,844 64,169 SH   SOLE None 64,169 0 0
ATLAS ENERGY SOLUTIONS INC COM NEW 642045108   3,063,819 153,729 SH   SOLE None 153,729 0 0
FORD MTR CO DEL COM 345370860   2,871,748 229,007 SH   SOLE None 229,007 0 0
HUNTINGTON INGALLS INDS INC COM 446413106   2,713,818 11,017 SH   SOLE None 11,017 0 0
EXELON CORP COM 30161N101   2,578,687 74,507 SH   SOLE None 74,507 0 0
ROCKWELL AUTOMATION INC COM 773903109   2,552,396 9,272 SH   SOLE None 9,272 0 0
HESS MIDSTREAM PARTNERS LP UNIT LTD PR INT 428104103   2,035,210 55,851 SH   SOLE None 55,851 0 0
PINNACLE WEST CAP CORP COM 723484101   1,951,967 25,556 SH   SOLE None 25,556 0 0
CARS COM INC COM 14575E105   1,763,012 89,493 SH   SOLE None 89,493 0 0
AURORA INNOVATION INC CLASS A COM 051774107   1,683,069 607,606 SH   SOLE None 607,606 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   1,632,660 3,000 SH   SOLE None 3,000 0 0
PIEDMONT LITHIUM INC COM 72016P105   1,483,647 148,662 SH   SOLE None 148,662 0 0
AMERICAS CAR-MART INC COM 03062T105   1,448,592 24,059 SH   SOLE None 24,059 0 0
CLEAN ENERGY FUELS CORP COM 184499101   1,270,442 475,821 SH   SOLE None 475,821 0 0
ASHLAND INC COM 044186104   1,175,078 12,436 SH   SOLE None 12,436 0 0
PHINIA INC COMMON STOCK 71880K101   1,133,135 28,789 SH   SOLE None 28,789 0 0
VISTEON CORP COM NEW 92839U206   1,063,479 9,967 SH   SOLE None 9,967 0 0
SONIC AUTOMOTIVE INC CL A 83545G102   1,042,937 19,147 SH   SOLE None 19,147 0 0
ANTERO MIDSTREAM CORP COM 03676B102   1,008,894 68,446 SH   SOLE None 68,446 0 0
OLIN CORP COM PAR $1 680665205   925,366 19,626 SH   SOLE None 19,626 0 0
HYLIION HOLDINGS CORP COMMON STOCK 449109107   655,953 404,909 SH   SOLE None 404,909 0 0
NOBLE CORP PLC ORD SHS A G65431127   635,325 14,229 SH   SOLE None 14,229 0 0
ALGOMA STL GROUP INC COM 015658107   597,467 85,843 SH   SOLE None 85,843 0 0
ZEEKR INTELLIGENT TECHNOLOGY SPON ADS 98923K103   596,060 31,638 SH   SOLE None 31,638 0 0
GOLDEN STAR ACQUISITION CORP UNIT 05/01/2028 G4023C127   582,000 50,000 SH   SOLE None 50,000 0 0
PPG INDS INC COM 693506107   560,966 4,456 SH   SOLE None 4,456 0 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105   553,670 34,283 SH   SOLE None 34,283 0 0
APTIV PLC CALL G6095L909   552,500 5,000 SH Call SOLE None 5,000 0 0
OCEANEERING INTL INC COM 675232102   526,388 22,248 SH   SOLE None 22,248 0 0
LITHIA MTRS INC COM 536797103   509,444 2,018 SH   SOLE None 2,018 0 0
EVGO INC CL A COM 30052F100   494,660 201,902 SH   SOLE None 201,902 0 0
EASTMAN CHEM CO COM 277432100   486,421 4,965 SH   SOLE None 4,965 0 0
LI AUTO INC SPONSORED ADS 50202M102   477,897 26,728 SH   SOLE None 26,728 0 0
SWVL HOLDINGS CORP CLASS A COM G86302109   349,546 54,960 SH   SOLE None 54,960 0 0
HONDA MOTOR LTD ADR ECH CNV IN 3 438128308   299,187 9,280 SH   SOLE None 9,280 0 0
SOLARIS OILFIELD INFRASTRUCT COM CL A 83418M103   292,243 34,061 SH   SOLE None 34,061 0 0
AUTONATION INC PUT 05329W952   213,280 992 SH Put SOLE None 992 0 0