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
ASP ISOTOPES INC COM 00218A105 40,814,110 6,561,754 SH DFND 1,2,3 6,561,754 0 0
ATLAS ENERGY SOLUTIONS INC COM NEW 642045108 108,634,748 6,540,322 SH DFND 1,2,3 6,540,322 0 0
BAKER HUGHES COMPANY CL A 05722G100 63,770,277 1,149,014 SH DFND 1,2,3 1,149,014 0 0
BIMERGEN ENERGY CORP *W EXP 12/12/203 84856X122 1,900,000 1,000,000 SH DFND 1,2,3 1,000,000 0 0
BIMERGEN ENERGY CORP COM NEW 84856X205 2,849,000 700,000 SH DFND 1,2,3 700,000 0 0
CACTUS INC CL A 127203107 37,227,560 726,675 SH DFND 1,2 726,675 0 0
CANADIAN NATL RY CO COM 136375102 38,725,887 325,000 SH DFND 1,2 325,000 0 0
CENTURY ALUM CO COM 156431108 41,409,000 900,000 SH DFND 1,2,3 900,000 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101 48,016,939 5,113,625 SH DFND 1,2 5,113,625 0 0
CMB.TECH NV SHS B38564108 4,679,039 334,456 SH DFND 1,2 334,456 0 0
CONSTELLIUM SE CL A SHS F21107101 77,168,393 2,421,349 SH DFND 1,2,3 2,421,349 0 0
CORE NATURAL RESOURCES INC COM SHS 218937100 47,182,433 589,633 SH DFND 1,2 589,633 0 0
DEVON ENERGY CORP NEW COM 25179M103 10,912,653 264,101 SH DFND 1,2 264,101 0 0
EAGLEROCK LD LLC CL A SHS REP LTD 27005A105 39,489,151 1,858,313 SH DFND 1,2,3 1,858,313 0 0
EROCK INC CL A COM 296013105 27,550,000 1,900,000 SH DFND 1,2,3 1,900,000 0 0
FERVO ENERGY CO CL A COM 31556C106 18,270,796 625,070 SH DFND 1,2,3 625,070 0 0
FLOWCO HLDGS INC COM CL A 342909108 21,780,330 1,020,634 SH DFND 1,2 1,020,634 0 0
FORGENT POWER SOLUTIONS INC COM SHS CL A 34631F102 23,711,229 424,476 SH DFND 1,2,3 424,476 0 0
FUELCELL ENERGY INC COM NEW 35952H700 49,186,059 1,365,900 SH DFND 1,2,3 1,365,900 0 0
INNIO NV ORDINARY SHARES N52A8C105 18,193,000 460,000 SH DFND 1,2,3 460,000 0 0
ISHARES TR MSCI USA MMENTM 46432F396 492,818,125 1,437,500 SH Put DFND 1,2,3 1,437,500 0 0
KIRBY CORP COM 497266106 36,114,856 265,609 SH DFND 1,2 265,609 0 0
LANDSTAR SYS INC COM 515098101 20,681,000 100,000 SH DFND 1,2 100,000 0 0
MATSON INC COM 57686G105 32,818,275 170,724 SH DFND 1,2 170,724 0 0
METHANEX CORP COM 59151K108 36,510,326 791,123 SH DFND 1,2 791,123 0 0
MURPHY OIL CORP COM 626717102 73,260,000 2,250,000 SH DFND 1,2 2,250,000 0 0
NABORS INDUSTRIES LTD SHS G6359F137 26,463,150 315,000 SH DFND 1,2 315,000 0 0
NATIONAL ENERGY SERVICES REU SHS G6375R107 92,858,962 3,102,538 SH DFND 1,2 3,102,538 0 0
NAVIGATOR HLDGS LTD SHS Y62132108 3,726,000 200,000 SH DFND 1,2 200,000 0 0
NEXTPOWER INC CLASS A COM 65290E101 33,359,200 280,000 SH DFND 1,2,3 280,000 0 0
NORFOLK SOUTHN CORP COM 655844108 45,615,550 145,000 SH DFND 1,2 145,000 0 0
NORTHERN OIL & GAS INC COM 665531307 22,687,500 1,250,000 SH DFND 1,2 1,250,000 0 0
OCCIDENTAL PETE CORP COM 674599105 55,272,660 1,138,000 SH DFND 1,2 1,138,000 0 0
OKEANIS ECO TANKERS COR SHS Y64177101 11,136,514 222,197 SH DFND 1,2 222,197 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 43,320,000 200,000 SH DFND 1,2 200,000 0 0
PATTERSON-UTI ENERGY INC COM 703481101 54,355,441 5,921,072 SH DFND 1,2 5,921,072 0 0
PHILLIPS 66 COM 718546104 21,103,019 124,833 SH DFND 1,2 124,833 0 0
POWELL INDS INC COM 739128106 45,502,318 158,899 SH DFND 1,2,3 158,899 0 0
PRECISION DRILLING CORP COM NEW 74022D407 25,563,763 333,371 SH DFND 1,2 333,371 0 0
PROPETRO HLDG CORP COM 74347M108 65,599,635 4,574,591 SH DFND 1,2,3 4,574,591 0 0
QUANTA SVCS INC COM 74762E102 14,400,800 20,000 SH DFND 1,2,3 20,000 0 0
RANGER ENERGY SVCS INC COM CL A 75282U104 19,659,928 1,227,978 SH DFND 1,2 1,227,978 0 0
RXO INC COMMON STOCK 74982T103 16,850,730 610,755 SH DFND 1,2 610,755 0 0
SABLE OFFSHORE CORP COM SHS 78574H104 44,502,122 14,448,741 SH DFND 1,2,3 14,448,741 0 0
SM ENERGY COMPANY COM 78454L100 37,794,392 1,448,061 SH DFND 1,2 1,448,061 0 0
SOLARIS ENERGY INFRAS INC COM CL A 83418M103 202,727,338 2,519,604 SH DFND 1,2,3 2,519,604 0 0
STAR BULK CARRIERS CORP. SHS PAR Y8162K204 24,033,625 962,500 SH DFND 1,2 962,500 0 0
T1 ENERGY INC *W EXP 07/09/202 35834F112 67,503 355,465 SH DFND 1,2 355,465 0 0
T1 ENERGY INC COM NEW 35834F104 331,498,242 34,968,169 SH DFND 1,2,3 34,968,169 0 0
TALOS ENERGY INC COM 87484T108 22,562,304 1,747,661 SH DFND 1,2 1,747,661 0 0
TETRA TECHNOLOGIES INC DEL COM 88162F105 21,527,000 1,900,000 SH DFND 1,2,3 1,900,000 0 0
VENTURE GLOBAL INC COM CL A 92333F101 50,085,000 4,500,000 SH DFND 1,2,3 4,500,000 0 0
VISTA ENERGY S.A.B. DE C.V. SPONSORED ADS 92837L109 45,024,936 705,720 SH DFND 1,2 705,720 0 0
WABTEC COM 929740108 20,220,000 75,000 SH DFND 1,2 75,000 0 0