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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

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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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
5E ADVANCED MATERIALS INC COM NEW 33830Q208 16,983,396 12,130,997 SH SOLE 1, 2 12,130,997 0 0
EVERGY INC COM 30034W106 217,700,188 2,657,473 SH SOLE 1, 2 2,657,473 0 0
NRG ENERGY INC COM NEW 629377508 50,016,415 342,250 SH SOLE 1, 2 342,250 0 0
RILEY EXPLORATION PERMIAN IN COM 76665T102 36,085,500 990,000 SH SOLE 1, 2 990,000 0 0
VERDE CLEAN FUELS INC CLASS A COM 923372106 1,352,000 800,000 SH SOLE 1, 2 800,000 0 0