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
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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
PORTLAND GEN ELEC CO COM NEW 736508847 110,604,598 2,133,988 SH SOLE None 2,133,988 0 0
ENTERGY CORP NEW COM 29364G103 99,443,721 865,782 SH SOLE None 865,782 0 0
TAMBORAN RES CORP COM 87507T101 93,687,448 2,881,804 SH SOLE None 2,881,804 0 0
DEVON ENERGY CORP NEW COM 25179M103 93,117,678 2,253,574 SH SOLE None 2,253,574 0 0
DTE ENERGY CO COM 233331107 87,808,850 576,287 SH SOLE None 576,287 0 0
XCEL ENERGY INC COM 98389B100 85,181,598 1,060,792 SH SOLE None 1,060,792 0 0
GULFPORT ENERGY CORP COMMON SHARES 402635502 68,457,489 403,403 SH SOLE None 403,403 0 0
MDU RES GROUP INC COM 552690109 66,542,239 3,137,305 SH SOLE None 3,137,305 0 0
AMERICAN ELEC PWR CO INC COM 025537101 51,492,548 376,380 SH SOLE None 376,380 0 0
PPL CORP COM 69351T106 50,620,138 1,392,576 SH SOLE None 1,392,576 0 0
SUNCOR ENERGY INC NEW COM 867224107 48,207,485 898,053 SH SOLE None 898,053 0 0
AMEREN CORP COM 023608102 47,061,491 416,326 SH SOLE None 416,326 0 0
VIPER ENERGY INC CL A 64361Q101 46,072,391 1,086,613 SH SOLE None 1,086,613 0 0
ALLIANT ENERGY CORP COM 018802108 41,596,817 545,246 SH SOLE None 545,246 0 0
NISOURCE INC COM 65473P105 39,938,006 839,916 SH SOLE None 839,916 0 0
ADIENT PLC ORD SHS G0084W101 39,895,021 2,170,567 SH SOLE None 2,170,567 0 0
CHORD ENERGY CORPORATION COM NEW 674215207 35,697,833 312,317 SH SOLE None 312,317 0 0
EVERGY INC COM 30034W106 34,011,415 393,514 SH SOLE None 393,514 0 0
GOLAR LNG LTD SHS G9456A100 33,064,006 663,403 SH SOLE None 663,403 0 0
BETA TECHNOLOGIES INC COM SHS CL A 086921103 31,695,606 1,892,275 SH SOLE None 1,892,275 0 0
PINNACLE WEST CAP CORP COM 723484101 26,745,185 249,955 SH SOLE None 249,955 0 0
VERSIGENT PLC ORDINARY SHARES G9600F104 26,301,621 626,080 SH SOLE None 626,080 0 0
CONSOLIDATED EDISON INC COM 209115104 25,822,038 233,409 SH SOLE None 233,409 0 0
WILLIAMS COS INC COM 969457100 25,655,254 345,107 SH SOLE None 345,107 0 0
BKV CORP COM 05603J108 24,775,602 905,541 SH SOLE None 905,541 0 0
GENERAL MTRS CO COM 37045V100 24,564,702 318,691 SH SOLE None 318,691 0 0
RICE ACQUISITION CORP 3 ORD SHS CL A G7553X106 24,156,867 2,300,654 SH SOLE None 2,300,654 0 0
EXPAND ENERGY CORPORATION COM 165167735 21,390,074 234,566 SH SOLE None 234,566 0 0
DANA INC COM 235825205 18,140,608 666,689 SH SOLE None 666,689 0 0
ENPHASE ENERGY INC COM 29355A107 16,568,423 336,483 SH SOLE None 336,483 0 0
CORE & MAIN INC CL A 21874C102 13,055,919 270,589 SH SOLE None 270,589 0 0
DAUCH CORP COM 024061103 11,602,713 2,140,722 SH SOLE None 2,140,722 0 0
SPACE EXPLORATION TECHN CORP CLASS A COM STK 84615Q103 11,188,596 65,484 SH SOLE None 65,484 0 0
NRG ENERGY INC COM NEW 629377508 10,965,601 75,076 SH SOLE None 75,076 0 0
ADVANCED DRAIN SYS INC DEL COM 00790R104 9,486,192 60,437 SH SOLE None 60,437 0 0
CHEVRON CORPORATION COM 166764100 9,480,809 57,196 SH SOLE None 57,196 0 0
NUTRIEN LTD COM 67077M108 9,293,875 147,639 SH SOLE None 147,639 0 0
KODIAK GAS SVCS INC COM 50012A108 9,252,560 123,154 SH SOLE None 123,154 0 0
CUMMINS INC COM 231021106 9,192,564 12,889 SH SOLE None 12,889 0 0
SOUTH BOW CORP COM 83671M105 8,992,684 255,184 SH SOLE None 255,184 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 8,856,083 111,791 SH SOLE None 111,791 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 8,829,726 120,378 SH SOLE None 120,378 0 0
UNITED STATES ANTIMONY CORP COM 911549103 8,761,724 1,206,849 SH SOLE None 1,206,849 0 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105 8,425,594 457,664 SH SOLE None 457,664 0 0
BLACK HILLS CORP COM 092113109 8,072,400 108,500 SH SOLE None 108,500 0 0
CENTERPOINT ENERGY INC COM 15189T107 7,974,499 181,074 SH SOLE None 181,074 0 0
SABLE OFFSHORE CORP COM SHS 78574H104 7,870,309 2,555,295 SH SOLE None 2,555,295 0 0
CONOCOPHILLIPS COM 20825C104 7,729,426 74,350 SH SOLE None 74,350 0 0
HYLIION HOLDINGS CORP COMMON STOCK 449109107 7,294,834 1,400,160 SH SOLE None 1,400,160 0 0
PHILLIPS 66 COM 718546104 7,288,253 43,113 SH SOLE None 43,113 0 0
VALERO ENERGY CORP COM 91913Y100 6,848,791 26,297 SH SOLE None 26,297 0 0
FMC CORP COM NEW 302491303 6,560,773 570,502 SH SOLE None 570,502 0 0
MODINE MFG CO COM 607828100 6,429,041 24,077 SH SOLE None 24,077 0 0
TETRA TECHNOLOGIES INC DEL COM 88162F105 6,016,536 531,027 SH SOLE None 531,027 0 0
T1 ENERGY INC COM NEW 35834F104 5,860,479 618,194 SH SOLE None 618,194 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 5,704,439 28,369 SH SOLE None 28,369 0 0
AMPHENOL CORP CL A 032095101 5,663,046 32,118 SH SOLE None 32,118 0 0
RPM INTL INC COM 749685103 5,404,002 48,619 SH SOLE None 48,619 0 0
CRESCENT ENERGY COMPANY CL A COM 44952J104 5,136,449 523,060 SH SOLE None 523,060 0 0
PBF ENERGY INC CL A 69318G106 4,969,464 109,171 SH SOLE None 109,171 0 0
OKLO INC COM CL A 02156V109 4,913,054 93,886 SH SOLE None 93,886 0 0
TARGA RES CORP COM 87612G101 4,900,259 18,275 SH SOLE None 18,275 0 0
NET POWER INC COM CL A 64107A105 4,763,959 2,852,670 SH SOLE None 2,852,670 0 0
EMERSON ELEC CO COM 291011104 4,703,193 32,855 SH SOLE None 32,855 0 0
RUSH ENTERPRISES INC CL A 781846209 4,453,691 61,022 SH SOLE None 61,022 0 0
CARMAX INC COM 143130102 4,326,614 81,804 SH SOLE None 81,804 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109 4,296,213 14,755 SH SOLE None 14,755 0 0
HESS MIDSTREAM LP CL A SHS 428103105 4,209,809 111,963 SH SOLE None 111,963 0 0
CALIFORNIA RES CORP COM STOCK 13057Q305 4,135,544 78,221 SH SOLE None 78,221 0 0
EXCELERATE ENERGY INC CL A COM 30069T101 3,659,881 96,338 SH SOLE None 96,338 0 0
VISTRA CORP COM 92840M102 3,616,764 22,800 SH SOLE None 22,800 0 0
CHENIERE ENERGY INC COM NEW 16411R208 3,612,636 15,115 SH SOLE None 15,115 0 0
TC ENERGY CORP COM 87807B107 3,603,326 54,357 SH SOLE None 54,357 0 0
WEATHERFORD INTL PLC ORD SHS G48833118 3,536,285 43,390 SH SOLE None 43,390 0 0
OPENLANE INC COM 48238T109 3,411,414 82,721 SH SOLE None 82,721 0 0
GREENLAND ENERGY CO SHS 70580B106 3,362,788 1,528,540 SH SOLE None 1,528,540 0 0
HELMERICH & PAYNE INC COM 423452101 3,274,000 100,000 SH SOLE None 100,000 0 0
AUTONATION INC COM 05329W102 3,157,315 16,994 SH SOLE None 16,994 0 0
WHITEHAWK MINERALS CORP CL A 96524T101 3,122,600 112,243 SH SOLE None 112,243 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 2,968,898 449,833 SH SOLE None 449,833 0 0
NATIONAL ENERGY SERVICES REU SHS G6375R107 2,903,479 97,009 SH SOLE None 97,009 0 0
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102 2,803,484 58,724 SH SOLE None 58,724 0 0
AGCO CORP COM 001084102 2,753,100 23,000 SH SOLE None 23,000 0 0
RPC INC COM 749660106 2,721,706 466,845 SH SOLE None 466,845 0 0
INNOVIZ TECHNOLOGIES LTD SHS M5R635108 2,681,616 3,522,880 SH SOLE None 3,522,880 0 0
STERLING INFRASTRUCTURE INC COM 859241101 2,649,020 3,156 SH SOLE None 3,156 0 0
AMPRIUS TECHNOLOGIES INC COMMON STOCK 03214Q108 2,583,407 186,393 SH SOLE None 186,393 0 0
FLOWSERVE CORP COM 34354P105 2,582,177 34,819 SH SOLE None 34,819 0 0
KINETIK HOLDINGS INC COM NEW CL A 02215L209 2,556,654 52,889 SH SOLE None 52,889 0 0
TOYOTA MOTOR CORP ADS 892331307 2,555,268 15,172 SH SOLE None 15,172 0 0
AIRJOULE TECHNOLOGIES CORP *W EXP 03/15/202 612160119 2,533,422 1,948,786 SH SOLE None 1,948,786 0 0
WESTLAKE CORPORATION COM 960413102 2,524,997 34,589 SH SOLE None 34,589 0 0
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 2,240,310 3,000 SH SOLE None 3,000 0 0
TESLA INC COM 88160R101 2,171,137 5,162 SH SOLE None 5,162 0 0
ALLY FINL INC COM 02005N100 2,139,248 46,556 SH SOLE None 46,556 0 0
BORGWARNER INC COM 099724106 2,087,948 31,445 SH SOLE None 31,445 0 0
ANTERO MIDSTREAM CORP COM 03676B102 2,053,893 90,281 SH SOLE None 90,281 0 0
IDAHO STRATEGIC RESOURCES COM NEW 645827205 1,982,783 60,543 SH SOLE None 60,543 0 0
ASP ISOTOPES INC COM 00218A105 1,877,426 301,837 SH SOLE None 301,837 0 0
IREN LIMITED ORDINARY SHARES Q4982L109 1,765,361 38,604 SH SOLE None 38,604 0 0
ALGONQUIN POWER & UTILITIES COM 015857105 1,758,000 300,000 SH SOLE None 300,000 0 0
WERIDE INC SPONSORED ADS 950915108 1,695,523 291,327 SH SOLE None 291,327 0 0
ATMUS FILTRATION TECHNOLOGIE COM 04956D107 1,170,883 22,963 SH SOLE None 22,963 0 0
ELEMENT SOLUTIONS INC COM 28618M106 1,067,117 22,348 SH SOLE None 22,348 0 0
HONDA MOTOR CO LTD ADR ECH CNV IN 3 438128308 1,065,586 39,306 SH SOLE None 39,306 0 0
RIVIAN AUTOMOTIVE INC NOTE 3.625%10/1 76954AAD5 1,041,427 971,000 PRN SOLE None 971,000 0 0
PROPETRO HLDG CORP COM 74347M108 964,179 67,237 SH SOLE None 41,684 0 0
EAGLEROCK LD LLC CL A SHS REP LTD 27005A105 956,250 45,000 SH SOLE None 45,000 0 0
FACTORIAL ENERGY INC COM CL A 30347G103 887,200 80,000 SH SOLE None 80,000 0 0
AURORA INNOVATION INC CLASS A COM 051774107 873,396 128,064 SH SOLE None 128,064 0 0
AAON INC COM PAR $0.004 000360206 871,909 6,873 SH SOLE None 6,873 0 0
ELEVRA LITHIUM LTD SPONSORED ADS 805700101 829,249 12,168 SH SOLE None 12,168 0 0
AEVEX CORP COM CL A 00835T107 809,446 38,748 SH SOLE None 38,748 0 0
ENTEGRIS INC COM 29362U104 754,513 4,195 SH SOLE None 4,195 0 0
WOLFSPEED INC COMMON STOCK 97785W106 581,171 12,045 SH SOLE None 12,045 0 0
VISTEON CORP COM NEW 92839U206 541,290 5,456 SH SOLE None 5,456 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 539,555 5,859 SH SOLE None 5,859 0 0
ATLAS ENERGY SOLUTIONS INC COM NEW 642045108 525,723 31,651 SH SOLE None 31,651 0 0
LITTELFUSE INC COM 537008104 455,330 1,000 SH SOLE None 1,000 0 0
HESAI GROUP SPONSORED ADS 428050108 448,176 24,598 SH SOLE None 24,598 0 0
RICE ACQUISITION CORP 3 *W EXP 99/99/999 G7553X114 379,605 383,439 SH SOLE None 383,439 0 0
GREENLAND ENERGY CO *W EXP 04/21/203 70580B114 340,000 400,000 SH SOLE None 400,000 0 0
EOG RES INC CALL 26875P901 330,000 3,000 SH Call SOLE None 3,000 0 0
SES AI CORPORATION CL A COM 78397Q109 293,937 306,121 SH SOLE None 306,121 0 0
ENERFLEX LTD COM 29269R105 215,394 8,788 SH SOLE None 8,788 0 0