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
ALGONQUIN PWR UTILS CORP COM 015857105   4,852,080 828,000 SH   SOLE   828,000 0 0
ALLIANCE RESOURCE PARTNERS L UT LTD PART 01877R108   3,669,000 150,000 SH   SOLE   150,000 0 0
ALLIANCE RESOURCE PARTNERS L UT LTD PART 01877R108   2,446,000 100,000 SH Call SOLE   100,000 0 0
ANTERO MIDSTREAM CORP COM 03676B102   16,169,780 1,097,000 SH   SOLE 1 1,097,000 0 0
ANTERO RESOURCES CORP COM 03674X106   528,606 16,200 SH   SOLE   16,200 0 0
CENOVUS ENERGY INC COM 15135U109   5,445,820 277,000 SH   SOLE   277,000 0 0
CHENIERE ENERGY INC COM NEW 16411R208   85,872,999 491,180 SH   SOLE 1, 2 490,460 0 720
CLEANSPARK INC COM NEW 18452B209   3,190,000 200,000 SH   SOLE   200,000 0 0
CLEARWAY ENERGY INC CL C 18539C204   12,122,790 491,000 SH   SOLE 1 491,000 0 0
COMSTOCK RES INC COM 205768302   482,670 46,500 SH   SOLE   46,500 0 0
CONSTELLATION ENERGY CORP COM 21037T109   4,606,210 23,000 SH   SOLE   23,000 0 0
CRESCENT ENERGY COMPANY CL A COM 44952J104   490,531 41,395 SH   SOLE   41,395 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   4,598,280 12,000 SH   SOLE   12,000 0 0
DELEK LOGISTICS PARTNERS LP COM UNT RP INT 24664T103   2,074,600 51,250 SH   SOLE   51,250 0 0
DT MIDSTREAM INC COMMON STOCK 23345M107   62,334,863 877,585 SH   SOLE 1, 2 877,100 0 485
ENBRIDGE INC COM 29250N105   20,026,315 562,695 SH   SOLE 1, 2 561,550 0 1,145
ENERGY TRANSFER L P COM UT LTD PTN 29273V100   109,606,050 6,757,463 SH   SOLE 1, 2 6,749,248 0 8,215
ENLINK MIDSTREAM LLC COM UNIT REP LTD 29336T100   34,559,024 2,511,557 SH   SOLE 1, 2 2,507,592 0 3,965
ENTERPRISE PRODS PARTNERS L COM 293792107   50,923,047 1,757,179 SH   SOLE 1, 2 1,753,034 0 4,145
EQUITRANS MIDSTREAM CORP COM 294600101   52,960,347 4,080,150 SH   SOLE 1, 2 4,074,827 0 5,323
EXCELERATE ENERGY INC CL A COM 30069T101   2,028,400 110,000 SH   SOLE   110,000 0 0
EXXON MOBIL CORP COM 30231G102   1,726,800 15,000 SH   SOLE   15,000 0 0
FIRST SOLAR INC COM 336433107   9,356,590 41,500 SH   SOLE   41,500 0 0
GENESIS ENERGY L P UNIT LTD PARTN 371927104   16,552,520 1,156,710 SH   SOLE 1 1,155,380 0 1,330
HANNON ARMSTRONG SUST INFR C COM 41068X100   1,036,000 35,000 SH   SOLE   35,000 0 0
HESS MIDSTREAM LP CL A SHS 428103105   46,453,712 1,274,800 SH   SOLE 1, 2 1,273,955 0 845
ITRON INC COM 465741106   2,968,800 30,000 SH   SOLE   30,000 0 0
JACOBS SOLUTIONS INC COM 46982L108   2,375,070 17,000 SH   SOLE   17,000 0 0
KINDER MORGAN INC DEL COM 49456B101   63,152,722 3,178,295 SH   SOLE 1, 2 3,175,555 0 2,740
KINETIK HOLDINGS INC COM NEW CL A 02215L209   14,260,996 344,136 SH   SOLE 1 344,136 0 0
MARATHON PETE CORP COM 56585A102   22,255,749 128,290 SH   SOLE 1, 2 128,025 0 265
MICROSOFT CORP COM 594918104   1,340,850 3,000 SH   SOLE   3,000 0 0
MPLX LP COM UNIT REP LTD 55336V100   54,562,986 1,281,122 SH   SOLE 1, 2 1,278,747 0 2,375
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106   7,052,761 255,165 SH   SOLE 1 254,840 0 325
NEXTRACKER INC CLASS A COM 65290E101   2,062,720 44,000 SH   SOLE   44,000 0 0
NRG ENERGY INC COM NEW 629377508   4,126,580 53,000 SH   SOLE   53,000 0 0
NUTANIX INC CL A 67059N108   1,989,750 35,000 SH   SOLE   35,000 0 0
ONEOK INC NEW COM 682680103   69,393,586 850,933 SH   SOLE 1, 2 849,677 0 1,256
PEMBINA PIPELINE CORP COM 706327103   53,017,169 1,429,805 SH   SOLE 1, 2 1,428,095 0 1,710
PHILLIPS 66 COM 718546104   33,324,590 236,060 SH   SOLE 1, 2 235,795 0 265
PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105   2,355,734 131,900 SH   SOLE 2 125,250 0 6,650
PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207   81,302,400 4,320,000 SH   SOLE 1 4,320,000 0 0
PRIMORIS SVCS CORP COM 74164F103   1,197,360 24,000 SH   SOLE   24,000 0 0
PUBLIC SVC ENTERPRISE GRP IN COM 744573106   1,989,900 27,000 SH   SOLE   27,000 0 0
QUANTA SVCS INC COM 74762E102   3,557,260 14,000 SH   SOLE   14,000 0 0
RANGE RES CORP COM 75281A109   603,540 18,000 SH   SOLE   18,000 0 0
REPUBLIC SVCS INC COM 760759100   1,749,060 9,000 SH   SOLE   9,000 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103   167,750 12,500 SH Call SOLE   12,500 0 0
SITIO ROYALTIES CORP CLASS A COM 82983N108   1,936,020 82,000 SH   SOLE   82,000 0 0
TARGA RES CORP COM 87612G101   108,605,325 843,340 SH   SOLE 1, 2 842,040 0 1,300
TC ENERGY CORP COM 87807B107   32,467,414 856,660 SH   SOLE 1 856,050 0 610
TXO PARTNERS LP COM UNIT 87313P103   5,342,400 265,000 SH   SOLE   265,000 0 0
VALARIS LTD CL A G9460G101   894,000 12,000 SH   SOLE   12,000 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   2,556,880 62,000 SH   SOLE   62,000 0 0
VIPER ENERGY INC CL A 927959106   11,410,997 304,050 SH   SOLE 2 303,295 0 755
VISTRA CORP COM 92840M102   10,231,620 119,000 SH   SOLE   119,000 0 0
VITAL ENERGY INC COM 516806205   1,882,440 42,000 SH   SOLE   42,000 0 0
WESTERN MIDSTREAM PARTNERS L COM UNIT LP INT 958669103   47,488,077 1,195,270 SH   SOLE 1, 2 1,193,435 0 1,835
WILLIAMS COS INC COM 969457100   59,629,753 1,403,053 SH   SOLE 1, 2 1,400,927 0 2,126