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
Expires: July 31, 2015
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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADVANCED DRAIN SYS INC DEL COM 00790R104 274,260 2,000 SH SOLE 2,000 0 0
AGNICO EAGLE MINES LTD COM 008474108 913,410 4,500 SH SOLE 4,500 0 0
AIR PRODUCTS AND CHEMICALS I COM 009158106 496,738 1,710 SH SOLE 1,710 0 0
ALCOA CORP COM 013872106 3,150,675 47,500 SH SOLE 47,500 0 0
ALPHABET INC CAP STK CL C 02079K107 172,116 600 SH DFND 1 0 600 0
ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L203 1,441,146 27,725 SH SOLE 27,725 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 2,035,320 28,000 SH SOLE 28,000 0 0
ARDMORE SHIPPING CORP COM Y0207T100 7,853,750 515,000 SH SOLE 515,000 0 0
BARRICK MNG CORP COM SHS 06849F108 4,323,740 106,000 SH SOLE 106,000 0 0
BARRICK MNG CORP CALL 06849F108 890,000 5,000 SH Call SOLE 5,000 0 0
BAYTEX ENERGY CORP COM 07317Q105 4,469,836 1,000,000 SH SOLE 1,000,000 0 0
BLUE MOON METALS INC COM *A* 09570Q509 2,719,414 420,000 SH SOLE 420,000 0 0
BOREALIS FOODS INC *W EXP 02/07/202 09973D113 0 1,474,861 SH SOLE 1,474,861 0 0
BUNGE GLOBAL SA COM SHS H11356104 2,162,400 17,000 SH SOLE 17,000 0 0
CADIZ INC COM NEW 127537207 982,000 200,000 SH SOLE 200,000 0 0
CATERPILLAR INC COM 149123101 708,460 1,000 SH SOLE 1,000 0 0
CENOVUS ENERGY INC COM 15135U109 20,895,198 790,000 SH SOLE 790,000 0 0
CENTERRA GOLD INC COM 152006102 2,127,412 120,000 SH SOLE 120,000 0 0
CENTURY ALUM CO COM 156431108 2,934,500 50,000 SH SOLE 50,000 0 0
CF INDUSTRIES HOLD COM 125269100 973,800 7,500 SH SOLE 7,500 0 0
CHENIERE ENERGY INC COM NEW 16411R208 22,152,859 78,069 SH SOLE 78,069 0 0
CHORD ENERGY CORPORATION COM NEW 674215207 7,539,948 53,031 SH SOLE 50,031 0 0
CHORD ENERGY CORPORATION COM NEW 674215207 426,540 3,000 SH DFND 1 0 3,000 0
CIENA CORP COM NEW 171779309 38,823 100 SH DFND 1 0 300 0
COEUR MNG INC COM NEW 192108504 2,158,550 115,000 SH SOLE 115,000 0 0
COMPANHIA SIDERURGICA NACION CALL 20440W105 50,000 20,000 SH Call SOLE 20,000 0 0
CONOCOPHILLIPS COM 20825C104 772,200 5,850 SH SOLE 5,850 0 0
CORE NATURAL RESOURCES INC COM SHS 218937100 10,978,741 104,829 SH SOLE 104,829 0 0
CORE SCIENTIFIC INC NEW COM 21874A106 448,800 30,000 SH SOLE 30,000 0 0
CORNING INC COM 219350105 258,343 1,900 SH DFND 1 0 1,900 0
COTERRA ENERGY INC COM 127097103 3,303,160 94,000 SH SOLE 94,000 0 0
CSX CORP COM 126408103 513,125 12,500 SH SOLE 12,500 0 0
DAKOTA GOLD CORP COM 46655E100 1,025,160 203,002 SH SOLE 203,002 0 0
DARLING INGREDIENTS INC CALL 237266101 2,242,500 6,500 SH Call SOLE 6,500 0 0
DARLING INGREDIENTS INC COM 237266101 618,500 10,000 SH DFND 1 0 10,000 0
DAUCH CORP COM 024061103 948,800 160,000 SH SOLE 160,000 0 0
DEERE & CO COM 244199105 732,290 1,300 SH SOLE 1,300 0 0
DEVON ENERGY CORP NEW COM 25179M103 21,053,033 418,383 SH SOLE 406,383 0 0
DEVON ENERGY CORP NEW COM 25179M103 603,840 12,000 SH DFND 1 0 12,000 0
DIAMONDBACK ENERGY INC COM 25278X109 4,257,232 21,524 SH SOLE 21,524 0 0
DOW HLDGS INC COM 260557103 1,132,880 27,200 SH SOLE 27,200 0 0
EATON CORP PLC SHS G29183103 751,107 2,100 SH SOLE 2,100 0 0
ECOVYST INC COM 27923Q109 621,948 48,363 SH SOLE 48,363 0 0
ECOVYST INC COM 27923Q109 621,948 48,363 SH DFND 1 0 48,363 0
EMERSON ELEC CO COM 291011104 759,916 5,800 SH SOLE 5,800 0 0
ENERGY TRANSFER L P COM UT LTD PTN 29273V100 2,895,000 150,000 SH SOLE 150,000 0 0
EQUINOX GOLD CORP COM 29446Y502 2,945,176 204,000 SH SOLE 204,000 0 0
EXPAND ENERGY CORPORATION COM 165167735 3,179,119 28,959 SH SOLE 28,959 0 0
FTAI AVIATION LTD SHS G3730V105 245,000 1,000 SH SOLE 1,000 0 0
FUTUREFUEL CORP COM 36116M106 1,001,000 260,000 SH SOLE 260,000 0 0
GCL GLOBAL HLDGS LTD *W EXP 02/13/203 G3777K111 0 325,564 SH SOLE 325,564 0 0
GENERAL MTRS CO COM 37045V100 238,400 3,200 SH SOLE 3,200 0 0
GERDAU SA SPON ADR REP PFD 373737105 758,100 210,000 SH SOLE 210,000 0 0
GLOBAL PARTNERS LP COM UNITS 37946R109 18,597,886 441,755 SH SOLE 441,755 0 0
GLOBAL X FDS PUT 37954Y830 212,500 2,500 SH Put SOLE 2,500 0 0
GRAFTECH INTL LTD SR NT COM NEW 384313607 67,800 10,000 SH SOLE 10,000 0 0
GREEN PLAINS INC COM 393222104 378,350 23,000 SH SOLE 23,000 0 0
HUBBELL INC COM 443510607 490,740 1,000 SH SOLE 1,000 0 0
HUDBAY MINERALS INC COM 443628102 418,670 20,000 SH SOLE 20,000 0 0
HUDSON TECHNOLOGIES INC COM 444144109 22,344,000 3,800,000 SH SOLE 3,800,000 0 0
IAMGOLD CORP COM 450913108 10,752,777 571,480 SH SOLE 571,480 0 0
IDEX CORP COM 45167R104 265,370 1,400 SH SOLE 1,400 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 1,055,560 5,500 SH SOLE 5,500 0 0
ISHARES INC MSCI BRAZIL ETF 464286400 1,049,352 27,334 SH SOLE 27,334 0 0
KB HOME COM 48666K109 496,800 9,600 SH SOLE 9,600 0 0
KINROSS GOLD CORP COM 496902404 5,833,022 191,000 SH SOLE 191,000 0 0
KIRBY CORP COM 497266106 1,063,040 8,000 SH SOLE 8,000 0 0
KNOT OFFSHORE PARTNERS LP COM UNITS Y48125101 366,710 36,380 SH SOLE 36,380 0 0
KODIAK GAS SVCS INC COM 50012A108 349,920 6,000 SH SOLE 6,000 0 0
LAFAYETTE ACQUISITION CORP ORD SHS G53426105 4,960,703 497,563 SH SOLE 497,563 0 0
LAFAYETTE ACQUISITION CORP RIGHT 10/24/2030 G53426113 60,000 500,000 SH SOLE 500,000 0 0
LOEWS CORP COM 540424108 7,126,496 66,765 SH SOLE 40,665 0 0
LOEWS CORP COM 540424108 2,785,914 26,100 SH DFND 1 0 26,100 0
LUMENTUM HLDGS INC COM 55024U109 231,911 330 SH DFND 1 0 330 0
MASTEC INC COM 576323109 257,392 800 SH SOLE 800 0 0
MATADOR RES CO COM 576485205 379,080 6,000 SH SOLE 6,000 0 0
MATSON INC PUT 57686G105 949,950 7,230 SH Put SOLE 7,230 0 0
METHANEX CORP COM 59151K108 12,792,705 214,859 SH SOLE 214,859 0 0
MOOLEC SCIENCE SA *W EXP 01/30/202 G6223S117 0 412,400 SH SOLE 412,400 0 0
MPLX LP COM UNIT REP LTD 55336V100 1,712,100 30,000 SH SOLE 30,000 0 0
NAVIGATOR HLDGS LTD SHS Y62132108 4,667,673 241,473 SH SOLE 241,473 0 0
NEW FOUND GOLD CORP COM 64440N103 485,071 250,000 SH SOLE 250,000 0 0
NEW PAC METALS CORP COM 64782A107 1,385,111 334,047 SH SOLE 334,047 0 0
NEXGEN ENERGY LTD COM 65340P106 809,019 69,743 SH SOLE 69,743 0 0
NISOURCE INC COM 65473P105 163,310 3,500 SH DFND 1 0 3,500 0
NRG ENERGY INC COM NEW 629377508 6,722,440 46,000 SH SOLE 46,000 0 0
OGE ENERGY CORP COM 670837103 444,397 9,266 SH DFND 1 0 9,266 0
OLD DOMINION FREIGHT LINE IN COM 679580100 263,790 1,350 SH SOLE 1,350 0 0
OVINTIV INC COM 69047Q102 26,854,743 452,446 SH SOLE 452,446 0 0
OWENS CORNING NEW COM 690742101 10,680,340 98,691 SH SOLE 98,691 0 0
PACCAR INC COM 693718108 508,200 4,400 SH SOLE 4,400 0 0
PAN AMERN SILVER CORP COM 697900108 819,450 15,000 SH SOLE 15,000 0 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105 6,376,215 299,072 SH SOLE 256,072 0 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105 916,760 43,000 SH DFND 1 0 43,000 0
PRECISION DRILLING CORP COM NEW 74022D407 8,116,309 82,500 SH SOLE 82,500 0 0
REPUBLIC SVCS INC COM 760759100 503,746 2,300 SH SOLE 2,300 0 0
RF ACQUISITION CORP III UNIT 01/28/2031 *A* G7537X115 3,800,000 380,000 SH SOLE 380,000 0 0
RICE ACQUISITION CORP 3 UNIT 99/99/9999 G7553X122 2,400,000 240,000 SH SOLE 240,000 0 0
SCAGE FUTURE *W EXP 05/15/203 G7840J118 0 1,395,348 SH SOLE 1,395,348 0 0
SCHMID GROUP N.V. EURO SHS CL A N68722102 6,496,875 1,237,500 SH SOLE 1,237,500 0 0
SCHMID GROUP N.V. *W EXP 04/30/202 N68722110 813,032 542,021 SH SOLE 542,021 0 0
SCORPIO TANKERS INC SHS Y7542C130 1,067,638 14,300 SH SOLE 10,000 0 0
SCORPIO TANKERS INC SHS Y7542C130 321,038 4,300 SH DFND 1 0 4,300 0
SEADRILL LTD COM G7997W102 4,882,150 107,300 SH SOLE 107,300 0 0
SELECT SECTOR SPDR TR STATE STREET MAT 81369Y100 2,018,788 40,400 SH SOLE 40,400 0 0
SHELL PLC SPON ADS 780259305 2,464,500 26,500 SH SOLE 26,500 0 0
SIBANYE STILLWATER LTD SPONSORED ADR 82575P107 3,902,360 316,750 SH SOLE 316,750 0 0
SOLARIS RES INC COM NEW 83419D201 302,073 35,000 SH SOLE 35,000 0 0
SPDR GOLD TR GOLD SHS 78463V107 774,522 1,800 SH SOLE 1,800 0 0
SSR MINING IN COM 784730103 1,764,000 60,000 SH SOLE 60,000 0 0
STAR BULK CARRIERS CORP. SHS PAR Y8162K204 3,445,500 150,000 SH SOLE 150,000 0 0
STAR GROUP LP UNIT LTD PARTNR 85512C105 41,763,138 3,400,907 SH SOLE 3,400,907 0 0
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 8,688,543 13,360 SH SOLE 13,360 0 0
TALEN ENERGY CORP COM 87422Q109 2,394,225 7,500 SH SOLE 7,500 0 0
TEEKAY TANKERS LTD CL A G8726X106 13,598,074 185,462 SH SOLE 185,462 0 0
TRANSALTA CORP COM 89346D107 1,314,362 100,000 SH SOLE 100,000 0 0
TSAKOS ENERGY NAVIGATION LTD SHS G9108L173 1,696,780 43,000 SH SOLE 43,000 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106 917,700 10,000 SH SOLE 10,000 0 0
VANECK ETF TRUST PUT 92189F106 929,250 5,300 SH Put SOLE 5,300 0 0
VENTURE GLOBAL INC COM CL A 92333F101 27,410,123 1,739,221 SH SOLE 1,739,221 0 0
VIPER ENERGY INC CL A 64361Q101 3,176,477 67,599 SH SOLE 67,599 0 0
VISTRA CORP COM 92840M102 3,983,745 26,500 SH SOLE 26,500 0 0
WASTE MGMT INC DEL COM 94106L109 482,559 2,100 SH SOLE 2,100 0 0
WESTLAKE CORPORATION COM 960413102 502,326 4,300 SH SOLE 4,300 0 0
WOODWARD INC COM 980745103 486,771 1,360 SH SOLE 1,360 0 0
ZIM INTEGRATED SHIPPING SERV SHS M9T951109 5,270,000 200,000 SH SOLE 200,000 0 0