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
DAUCH CORP COM 024061103 1,644,300 315,000 SH SOLE 315,000 0 0
AMETEK INC COM 031100100 743,190 3,000 SH SOLE 3,000 0 0
AMPHENOL CORP CL A 032095101 252,900 3,000 SH SOLE 3,000 0 0
ARKO CORP COM 041242108 871,792 211,600 SH SOLE 211,600 0 0
CLEAN HARBORS INC COM 184496107 310,230 1,000 SH SOLE 1,000 0 0
EXPEDITORS INTL WASH INC COM 302130109 738,560 4,000 SH SOLE 4,000 0 0
FIRST SOLAR INC COM 336433107 11,385,400 65,000 SH SOLE 65,000 0 0
FRANCO NEV CORP COM 351858105 1,190,550 5,000 SH SOLE 5,000 0 0
HONEYWELL INTL INC COM 438516205 527,350 2,500 SH SOLE 2,500 0 0
HUDBAY MINERALS INC COM 443628102 1,067,200 40,000 SH SOLE 40,000 0 0
HUDSON TECHNOLOGIES INC COM 444144109 27,544,863 5,348,517 SH SOLE 5,348,517 0 0
IAMGOLD CORP COM 450913108 2,789,974 151,000 SH SOLE 151,000 0 0
ISHARES TR EXPANDED TECH 464287515 425,920 4,000 SH SOLE 4,000 0 0
ISHARES TR ISHARES SEMICDTR 464287523 568,640 1,000 SH SOLE 1,000 0 0
KINROSS GOLD CORP COM 496902404 2,077,866 86,000 SH SOLE 86,000 0 0
MASCO CORP COM 574599106 674,000 10,000 SH SOLE 10,000 0 0
MASTEC INC COM 576323109 213,620 1,000 SH SOLE 1,000 0 0
MICROSOFT CORP COM 594918104 1,936,198 3,775 SH DFND 1 0 3,775 0
OCEANAGOLD CORP COM NEW 675222400 2,401,152 86,980 SH SOLE 86,980 0 0
SNOWFLAKE INC COM SHS 833445109 322,582 950 SH DFND 1 0 950 0
QUANTA SVCS INC COM 74762E102 321,255 500 SH SOLE 500 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 887,724 1,200 SH SOLE 1,200 0 0
ALPHABET INC CAP STK CL C 02079K107 817,776 2,400 SH DFND 1 0 2,400 0
BARRICK MNG CORP COM SHS 06849F108 2,033,500 50,000 SH SOLE 50,000 0 0
BAYTEX ENERGY CORP COM 07317Q105 9,058,700 2,000,000 SH SOLE 2,000,000 0 0
BLUE MOON METALS INC COM 09570Q509 2,100,548 420,000 SH SOLE 420,000 0 0
BOREALIS FOODS INC *W EXP 02/07/202 09973D113 0 1,398,461 SH Call SOLE 1,398,461 0 0
CALIFORNIA RES CORP COM STOCK 13057Q305 685,800 13,500 SH SOLE 13,500 0 0
CAMECO CORP COM 13321L108 14,127,210 163,000 SH SOLE 163,000 0 0
CENOVUS ENERGY INC COM 15135U109 753,286 24,237 SH SOLE 24,237 0 0
CORE SCIENTIFIC INC NEW COM 21874A106 8,453,963 529,034 SH SOLE 529,034 0 0
CORE SCIENTIFIC INC NEW COM 21874A106 159,800 10,000 SH DFND 1 0 10,000 0
D R HORTON INC COM 23331A109 683,250 5,000 SH SOLE 5,000 0 0
DELEK US HLDGS INC NEW COM 24665A103 3,746,925 52,500 SH SOLE 52,500 0 0
DEVON ENERGY CORP NEW COM 25179M103 2,417,100 52,500 SH DFND 1 0 52,500 0
DEVON ENERGY CORP NEW COM 25179M103 41,061,879 891,874 SH SOLE 891,874 0 0
EQUINOX GOLD CORP COM 29446Y502 1,493,601 134,200 SH SOLE 134,200 0 0
META PLATFORMS INC CL A 30303M102 290,072 400 SH DFND 1 0 400 0
FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107 222,620 1,000 SH SOLE 1,000 0 0
FUTUREFUEL CORP COM 36116M106 1,343,317 262,880 SH SOLE 262,880 0 0
GE VERNOVA INC COM 36828A101 475,245 500 SH SOLE 500 0 0
GLOBAL PARTNERS LP COM UNITS 37946R109 6,702,157 144,755 SH SOLE 144,755 0 0
IDEX CORP COM 45167R104 227,980 1,000 SH SOLE 1,000 0 0
LIBERTY ENERGY INC COM CL A 53115L104 2,284,861 125,404 SH SOLE 125,404 0 0
LISTED FDS TR ROUN MA SEVE ETF 53656G498 716,900 10,000 SH SOLE 10,000 0 0
MATSON INC COM 57686G105 219,640 1,000 SH SOLE 1,000 0 0
METHANEX CORP COM 59151K108 11,833,115 201,655 SH SOLE 201,655 0 0
NEW PAC METALS CORP COM 64782A107 1,033,233 164,810 SH SOLE 164,810 0 0
OVINTIV INC COM 69047Q102 22,850,428 394,800 SH SOLE 394,800 0 0
PRECISION DRILLING CORP COM NEW 74022D407 11,300,552 140,000 SH SOLE 140,000 0 0
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 9,731,159 12,760 SH SOLE 12,760 0 0
SPDR SERIES TRUST ST STR SP HOME 78464A888 720,225 7,500 SH SOLE 7,500 0 0
SELECT SECTOR SPDR TR ST STR ENERG ETF 81369Y506 676,500 11,000 SH SOLE 11,000 0 0
STAR GROUP LP UNIT LTD PARTNR 85512C105 43,667,646 3,400,907 SH SOLE 3,400,907 0 0
SUNRUN INC COM 86771W105 271,950 35,000 SH SOLE 35,000 0 0
TALEN ENERGY CORP COM 87422Q109 1,876,140 6,000 SH SOLE 6,000 0 0
TESLA INC COM 88160R101 248,367 700 SH SOLE 700 0 0
TRANSALTA CORP COM 89346D107 1,819,488 150,000 SH SOLE 150,000 0 0
VENTURE GLOBAL INC COM CL A 92333F101 9,790,489 774,564 SH SOLE 774,564 0 0
VERALTO CORP COM SHS 92338C103 490,464 5,200 SH SOLE 5,200 0 0
WESCO INTL INC COM 95082P105 359,590 1,000 SH SOLE 1,000 0 0
ARDMORE SHIPPING CORP COM Y0207T100 4,478,400 240,000 SH SOLE 240,000 0 0
CMB.TECH NV SHS B38564108 3,014,262 159,232 SH SOLE 159,232 0 0
DHT HOLDINGS INC SHS NEW Y2065G121 5,224,955 231,500 SH SOLE 231,500 0 0
DORIAN LPG LTD SHS USD Y2106R110 14,388,334 261,321 SH SOLE 261,321 0 0
EATON CORP PLC SHS G29183103 644,565 1,500 SH SOLE 1,500 0 0
GCL GLOBAL HLDGS LTD *W EXP 02/13/203 G3777K111 0 325,564 SH Call SOLE 325,564 0 0
JOHNSON CONTROLS INTERNATION SHS G51502105 371,625 2,500 SH SOLE 2,500 0 0
KNOT OFFSHORE PARTNERS LP COM UNITS Y48125101 3,099,000 300,000 SH SOLE 300,000 0 0
LAFAYETTE ACQUISITION CORP RIGHT 10/24/2030 G53426113 35,100 500,000 SH SOLE 500,000 0 0
LITHIUM ARGENTINA AG COM SHS H5012F103 1,178,848 214,336 SH SOLE 214,336 0 0
MATSON INC COM 57686G105 417,600 5,220 SH Put SOLE 5,220 0 0
MOOLEC SCIENCE SA *W EXP 01/30/202 G6223S117 0 412,400 SH Call SOLE 412,400 0 0
NEXA RES S A COM L67359106 234,060 19,201 SH SOLE 19,201 0 0
NEXGEN ENERGY LTD COM 65340P106 628,161 70,000 SH SOLE 70,000 0 0
RICE ACQUISITION CORP 3 UNIT 99/99/9999 G7553X122 2,400,000 240,000 SH SOLE 240,000 0 0
SCHMID GROUP N.V. EURO SHS CL A N68722102 5,100,000 1,275,000 SH SOLE 1,275,000 0 0
SEADRILL LTD COM G7997W102 6,253,800 140,000 SH SOLE 140,000 0 0
SIBANYE STILLWATER LTD CALL 82575P107 212,500 5,000 SH SOLE 5,000 0 0
TE CONNECTIVITY PLC ORD SHS G87052109 422,160 2,000 SH SOLE 2,000 0 0
TEEKAY TANKERS LTD CL A G8726X106 16,257,647 167,501 SH SOLE 167,501 0 0
ZIM INTEGRATED SHIPPING SERV SHS M9T951109 516,091 17,602 SH SOLE 17,602 0 0
BP PLC SPONSORED ADR 055622104 725,835 16,500 SH SOLE 16,500 0 0
SHELL PLC SPON ADS 780259305 617,825 6,500 SH SOLE 6,500 0 0
AMAZON COM INC COM 023135106 56,059 225 SH DFND 1 0 225 0
EATON CORP PLC SHS G29183103 51,565 120 SH DFND 1 0 120 0
INTEL CORP COM 458140100 120,230 1,000 SH DFND 1 0 1,000 0