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
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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
ALLIANCE RESOURCE PARTNERS L UT LTD PART 01877R108   4,732,200 180,000 SH   SOLE   180,000 0 0
AMERICAN ELEC PWR CO INC COM 025537101   1,567,910 17,000 SH   SOLE   17,000 0 0
ANTERO MIDSTREAM CORP COM 03676B102   13,490,460 894,000 SH   SOLE 1 894,000 0 0
ANTERO MIDSTREAM CORP COM 03676B102   1,056,300 70,000 SH Call SOLE   70,000 0 0
CENOVUS ENERGY INC COM 15135U109   5,211,600 344,000 SH   SOLE   344,000 0 0
CHENIERE ENERGY INC COM NEW 16411R208   108,535,564 505,122 SH   SOLE 1, 2 504,422 0 700
CLEANSPARK INC COM NEW 18452B209   2,763,000 300,000 SH   SOLE   300,000 0 0
CLEARWAY ENERGY INC CL C 18539C204   12,948,000 498,000 SH   SOLE 1 498,000 0 0
CONSTELLATION ENERGY CORP COM 21037T109   21,140,595 94,500 SH   SOLE 1 94,500 0 0
CORE SCIENTIFIC INC NEW COM 21874A106   3,091,000 220,000 SH   SOLE   220,000 0 0
CRESCENT ENERGY COMPANY CL A COM 44952J104   604,781 41,395 SH   SOLE   41,395 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   4,790,240 14,000 SH   SOLE   14,000 0 0
DELEK LOGISTICS PARTNERS LP COM UNT RP INT 24664T103   1,690,400 40,000 SH   SOLE   40,000 0 0
DIGITAL RLTY TR INC COM 253868103   2,482,620 14,000 SH   SOLE   14,000 0 0
DT MIDSTREAM INC COMMON STOCK 23345M107   78,009,000 784,562 SH   SOLE 1, 2 783,422 0 1,140
ENBRIDGE INC COM 29250N105   13,012,220 306,675 SH   SOLE 1 306,145 0 530
ENERGY TRANSFER L P COM UT LTD PTN 29273V100   148,621,455 7,586,598 SH   SOLE 1, 2 7,577,168 0 9,430
ENLINK MIDSTREAM LLC COM UNIT REP LTD 29336T100   28,332,319 2,002,284 SH   SOLE 1, 2 1,998,284 0 4,000
ENTERGY CORP NEW COM 29364G103   1,895,500 25,000 SH   SOLE   25,000 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107   67,779,152 2,161,325 SH   SOLE 1, 2 2,157,225 0 4,100
EQT CORP COM 26884L109   29,005,726 629,055 SH   SOLE 1, 2 628,192 0 863
EQUINIX INC COM 29444U700   2,828,670 3,000 SH   SOLE   3,000 0 0
FIRST SOLAR INC COM 336433107   6,168,400 35,000 SH   SOLE   35,000 0 0
GE VERNOVA INC COM 36828A101   1,644,650 5,000 SH   SOLE   5,000 0 0
GENESIS ENERGY L P UNIT LTD PARTN 371927104   3,943,031 390,013 SH   SOLE 1, 2 388,503 0 1,510
HA SUSTAINABLE INFRA CAP INC COM 41068X100   1,636,630 61,000 SH   SOLE   61,000 0 0
HESS MIDSTREAM LP CL A SHS 428103105   47,948,629 1,294,859 SH   SOLE 1, 2 1,294,014 0 845
ITRON INC COM 465741106   4,343,200 40,000 SH   SOLE   40,000 0 0
KINDER MORGAN INC DEL COM 49456B101   71,971,142 2,626,684 SH   SOLE 1, 2 2,622,819 0 3,865
KINDER MORGAN INC DEL COM 49456B101   1,644,000 60,000 SH Call SOLE   60,000 0 0
KINETIK HOLDINGS INC COM NEW CL A 02215L209   24,952,400 440,000 SH   SOLE 1 440,000 0 0
MARATHON PETE CORP COM 56585A102   9,996,849 71,662 SH   SOLE 1 71,532 0 130
MASTEC INC COM 576323109   2,450,520 18,000 SH   SOLE   18,000 0 0
MICROSOFT CORP COM 594918104   4,215,000 10,000 SH   SOLE   10,000 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307   2,311,150 5,000 SH   SOLE   5,000 0 0
MPLX LP COM UNIT REP LTD 55336V100   72,123,201 1,506,962 SH   SOLE 1, 2 1,504,602 0 2,360
NEW FORTRESS ENERGY INC COM CL A 644393100   2,268,000 150,000 SH   SOLE   150,000 0 0
NEXTERA ENERGY INC COM 65339F101   2,580,840 36,000 SH   SOLE   36,000 0 0
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106   21,449,000 1,205,000 SH   SOLE 1 1,205,000 0 0
NGL ENERGY PARTNERS LP COM UNIT REPST 62913M107   998,000 200,000 SH   SOLE   200,000 0 0
NRG ENERGY INC COM NEW 629377508   7,127,380 79,000 SH   SOLE   79,000 0 0
NUTANIX INC CL A 67059N108   2,141,300 35,000 SH   SOLE   35,000 0 0
ONEOK INC NEW COM 682680103   85,085,486 847,465 SH   SOLE 1, 2 846,465 0 1,000
PALO ALTO NETWORKS INC COM 697435105   4,730,960 26,000 SH   SOLE   26,000 0 0
PEMBINA PIPELINE CORP COM 706327103   61,903,333 1,675,327 SH   SOLE 1, 2 1,673,342 0 1,985
PHILLIPS 66 COM 718546104   19,175,103 168,306 SH   SOLE 1 168,066 0 240
PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105   3,736,660 218,774 SH   SOLE 2 211,644 0 7,130
PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207   72,656,140 3,953,000 SH   SOLE 1 3,953,000 0 0
PRIMORIS SVCS CORP COM 74164F103   3,743,600 49,000 SH   SOLE   49,000 0 0
PUBLIC SVC ENTERPRISE GRP IN COM 744573106   2,450,210 29,000 SH   SOLE   29,000 0 0
QUANTA SVCS INC COM 74762E102   9,702,735 30,700 SH   SOLE   30,700 0 0
REPUBLIC SVCS INC COM 760759100   2,212,980 11,000 SH   SOLE   11,000 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506   4,283,000 50,000 SH Call SOLE   50,000 0 0
SENTINELONE INC CL A 81730H109   5,106,000 230,000 SH   SOLE   230,000 0 0
SOUTH BOW CORP COM 83671M105   6,787,052 287,953 SH   SOLE 1 287,625 0 328
SOUTHERN CO COM 842587107   2,716,560 33,000 SH   SOLE   33,000 0 0
SPDR SER TR S&P OILGAS EXP 78468R556   3,309,250 25,000 SH Call SOLE   25,000 0 0
TALEN ENERGY CORP COM 87422Q109   22,000,524 109,200 SH   SOLE 1 109,200 0 0
TARGA RES CORP COM 87612G101   120,078,914 672,711 SH   SOLE 1, 2 671,911 0 800
TC ENERGY CORP COM 87807B107   65,901,556 1,416,324 SH   SOLE 1, 2 1,414,684 0 1,640
T-MOBILE US INC COM 872590104   3,090,220 14,000 SH   SOLE   14,000 0 0
TXO PARTNERS LP COM UNIT 87313P103   4,405,849 261,630 SH   SOLE   261,630 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   4,198,950 105,000 SH   SOLE   105,000 0 0
VIPER ENERGY INC CL A 927959106   14,662,214 298,802 SH   SOLE 2 298,057 0 745
VISTRA CORP COM 92840M102   25,864,412 187,600 SH   SOLE 1 187,600 0 0
VITAL ENERGY INC COM 516806205   1,391,400 45,000 SH   SOLE   45,000 0 0
WESTERN MIDSTREAM PARTNERS L COM UNIT LP INT 958669103   49,213,343 1,280,597 SH   SOLE 1, 2 1,279,062 0 1,535
WILLIAMS COS INC COM 969457100   72,226,928 1,334,570 SH   SOLE 1, 2 1,332,979 0 1,591