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
ALLIANCE RESOURCE PARTNERS L UT LTD PART 01877R108   3,750,000 150,000 SH   SOLE   150,000 0 0
ALLIANCE RESOURCE PARTNERS L UT LTD PART 01877R108   2,500,000 100,000 SH Call SOLE   100,000 0 0
AMENTUM HOLDINGS INC COM 023939101   612,750 19,000 SH   SOLE   19,000 0 0
AMERICAN ELEC PWR CO INC COM 025537101   2,667,600 26,000 SH   SOLE   26,000 0 0
ANTERO MIDSTREAM CORP COM 03676B102   15,441,300 1,026,000 SH   SOLE 1 1,026,000 0 0
ATLANTICA SUSTAINABLE INFR P SHS G0751N103   5,385,100 245,000 SH   SOLE   245,000 0 0
CENOVUS ENERGY INC COM 15135U109   4,416,720 264,000 SH   SOLE   264,000 0 0
CHENIERE ENERGY INC COM NEW 16411R208   95,708,150 532,185 SH   SOLE 1, 2 531,415 0 770
CLEANSPARK INC COM NEW 18452B209   2,802,000 300,000 SH   SOLE   300,000 0 0
CLEARWAY ENERGY INC CL C 18539C204   14,603,680 476,000 SH   SOLE 1 476,000 0 0
COMSTOCK RES INC COM 205768302   278,250 25,000 SH   SOLE   25,000 0 0
CONSTELLATION ENERGY CORP COM 21037T109   14,171,090 54,500 SH   SOLE 1 54,500 0 0
CORE SCIENTIFIC INC NEW COM 21874A106   3,320,800 280,000 SH   SOLE   280,000 0 0
CRESCENT ENERGY COMPANY CL A COM 44952J104   453,275 41,395 SH   SOLE   41,395 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   1,682,820 6,000 SH   SOLE   6,000 0 0
DIGITAL RLTY TR INC COM 253868103   1,456,470 9,000 SH   SOLE   9,000 0 0
DT MIDSTREAM INC COMMON STOCK 23345M107   65,093,510 827,530 SH   SOLE 1, 2 826,390 0 1,140
DUKE ENERGY CORP NEW COM NEW 26441C204   3,804,900 33,000 SH   SOLE   33,000 0 0
ENBRIDGE INC COM 29250N105   12,453,666 306,665 SH   SOLE 1 306,135 0 530
ENERGY TRANSFER L P COM UT LTD PTN 29273V100   117,060,836 7,293,510 SH   SOLE 1, 2 7,284,080 0 9,430
ENLINK MIDSTREAM LLC COM UNIT REP LTD 29336T100   48,235,941 3,324,324 SH   SOLE 1, 2 3,320,164 0 4,160
ENTERPRISE PRODS PARTNERS L COM 293792107   59,547,387 2,045,599 SH   SOLE 1, 2 2,041,499 0 4,100
EQT CORP COM 26884L109   19,384,209 529,045 SH   SOLE 1, 2 528,182 0 863
EQUINIX INC COM 29444U700   1,775,260 2,000 SH   SOLE   2,000 0 0
FIRST SOLAR INC COM 336433107   8,979,840 36,000 SH   SOLE   36,000 0 0
GENESIS ENERGY L P UNIT LTD PARTN 371927104   15,240,958 1,139,937 SH   SOLE 1, 2 1,138,427 0 1,510
HA SUSTAINABLE INFRA CAP INC COM 41068X100   1,551,150 45,000 SH   SOLE 1, 2 45,000 0 0
HESS MIDSTREAM LP CL A SHS 428103105   46,690,532 1,323,803 SH   SOLE 1, 2 1,322,958 0 845
ITRON INC COM 465741106   4,272,400 40,000 SH   SOLE   40,000 0 0
JACOBS SOLUTIONS INC COM 46982L108   2,487,100 19,000 SH   SOLE   19,000 0 0
KINDER MORGAN INC DEL COM 49456B101   62,305,839 2,820,545 SH   SOLE 1, 2 2,816,680 0 3,865
KINETIK HOLDINGS INC COM NEW CL A 02215L209   18,019,635 398,136 SH   SOLE 1 398,136 0 0
MARATHON PETE CORP COM 56585A102   15,421,224 94,661 SH   SOLE 1 94,531 0 130
MICROSOFT CORP COM 594918104   2,151,500 5,000 SH   SOLE   5,000 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307   1,798,520 4,000 SH   SOLE   4,000 0 0
MPLX LP COM UNIT REP LTD 55336V100   66,636,470 1,498,796 SH   SOLE 1, 2 1,496,436 0 2,360
NEXTERA ENERGY INC COM 65339F101   4,311,030 51,000 SH   SOLE   51,000 0 0
NEXTRACKER INC CLASS A COM 65290E101   824,560 22,000 SH   SOLE   22,000 0 0
NGL ENERGY PARTNERS LP COM UNIT REPST 62913M107   900,000 200,000 SH   SOLE   200,000 0 0
NRG ENERGY INC COM NEW 629377508   6,923,600 76,000 SH   SOLE   76,000 0 0
NUTANIX INC CL A 67059N108   2,073,750 35,000 SH   SOLE   35,000 0 0
ONEOK INC NEW COM 682680103   80,437,990 882,673 SH   SOLE 1, 2 881,427 0 1,246
PEMBINA PIPELINE CORP COM 706327103   57,994,369 1,406,265 SH   SOLE 1, 2 1,404,280 0 1,985
PHILLIPS 66 COM 718546104   22,349,918 170,026 SH   SOLE 1, 2 169,786 0 240
PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105   7,813,495 449,827 SH   SOLE 2 442,697 0 7,130
PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207   80,900,500 4,373,000 SH   SOLE 1 4,373,000 0 0
PRIMORIS SVCS CORP COM 74164F103   2,265,120 39,000 SH   SOLE   39,000 0 0
PUBLIC SVC ENTERPRISE GRP IN COM 744573106   2,587,090 29,000 SH   SOLE   29,000 0 0
QUANTA SVCS INC COM 74762E102   8,258,755 27,700 SH   SOLE   27,700 0 0
REPUBLIC SVCS INC COM 760759100   2,209,240 11,000 SH   SOLE   11,000 0 0
SENTINELONE INC CL A 81730H109   2,392,000 100,000 SH   SOLE   100,000 0 0
SOUTHERN CO COM 842587107   4,058,100 45,000 SH   SOLE   45,000 0 0
TALEN ENERGY CORP COM 87422Q109   7,967,328 44,700 SH   SOLE 1 44,700 0 0
TARGA RES CORP COM 87612G101   115,575,237 780,861 SH   SOLE 1, 2 779,696 0 1,165
TC ENERGY CORP COM 87807B107   57,738,301 1,214,265 SH   SOLE 1, 2 1,212,625 0 1,640
T-MOBILE US INC COM 872590104   1,650,880 8,000 SH   SOLE   8,000 0 0
TXO PARTNERS LP COM UNIT 87313P103   5,241,700 265,000 SH   SOLE   265,000 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   4,940,100 110,000 SH   SOLE   110,000 0 0
VIPER ENERGY INC CL A 927959106   14,176,855 314,273 SH   SOLE 2 313,528 0 745
VISTRA CORP COM 92840M102   21,218,660 179,000 SH   SOLE 1 179,000 0 0
VITAL ENERGY INC COM 516806205   1,210,500 45,000 SH   SOLE   45,000 0 0
WESTERN MIDSTREAM PARTNERS L COM UNIT LP INT 958669103   50,329,959 1,315,472 SH   SOLE 1, 2 1,313,937 0 1,535
WILLIAMS COS INC COM 969457100   50,741,025 1,111,523 SH   SOLE 1, 2 1,109,932 0 1,591