The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it 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 |
AEMETIS INC | COM NEW | 00770K202 | 10,234,047 | 1,708,522 | SH | DFND | 1,2,3 | 1,708,522 | 0 | 0 | |
ALCOA CORP | COM | 013872106 | 70,515,608 | 2,086,878 | SH | DFND | 1,2,3 | 2,086,878 | 0 | 0 | |
ALTC ACQUISITION CORP | COM CL A | 02156V109 | 32,359,723 | 2,833,601 | SH | DFND | 1,2,3 | 2,833,601 | 0 | 0 | |
ALTUS POWER INC | COM CL A | 02217A102 | 21,871,282 | 4,575,582 | SH | DFND | 1,2,3 | 4,575,582 | 0 | 0 | |
ASPEN AEROGELS INC | COM | 04523Y105 | 38,391,566 | 2,181,339 | SH | DFND | 1,2,3 | 2,181,339 | 0 | 0 | |
ATLAS ENERGY SOLUTIONS INC | COM NEW | 642045108 | 27,768,289 | 1,227,599 | SH | DFND | 1,2 | 1,227,599 | 0 | 0 | |
BARRICK GOLD CORP | COM | 067901108 | 33,280,000 | 2,000,000 | SH | DFND | 1,2 | 2,000,000 | 0 | 0 | |
CADELER A S | SPON ADR | 12738K109 | 18,206,610 | 1,003,672 | SH | DFND | 1,2,3 | 1,003,672 | 0 | 0 | |
CENTURY ALUM CO | COM | 156431108 | 1,648,269 | 107,100 | SH | DFND | 1,2,3 | 107,100 | 0 | 0 | |
CHESAPEAKE ENERGY CORP | COM | 165167735 | 52,731,531 | 593,623 | SH | DFND | 1,2 | 593,623 | 0 | 0 | |
CIVITAS RESOURCES INC | COM NEW | 17888H103 | 30,364,000 | 400,000 | SH | DFND | 1,2 | 400,000 | 0 | 0 | |
COMMERCIAL METALS CO | COM | 201723103 | 24,522,370 | 417,260 | SH | DFND | 1,2 | 417,260 | 0 | 0 | |
COMSTOCK RES INC | COM | 205768302 | 35,258,506 | 3,799,408 | SH | DFND | 1,2 | 3,799,408 | 0 | 0 | |
CONSTELLIUM SE | CL A SHS | F21107101 | 7,387,084 | 334,106 | SH | DFND | 1,2,3 | 334,106 | 0 | 0 | |
CRESCENT PT ENERGY CORP | COM | 22576C101 | 49,067,003 | 5,996,094 | SH | DFND | 1,2 | 5,996,094 | 0 | 0 | |
CSX CORP | COM | 126408103 | 25,949,000 | 700,000 | SH | DFND | 1,2 | 700,000 | 0 | 0 | |
DHT HOLDINGS INC | SHS NEW | Y2065G121 | 14,493,427 | 1,260,298 | SH | DFND | 1,2 | 1,260,298 | 0 | 0 | |
DIAMONDBACK ENERGY INC | COM | 25278X109 | 30,716,350 | 155,000 | SH | DFND | 1,2 | 155,000 | 0 | 0 | |
FLUENCE ENERGY INC | COM CL A | 34379V103 | 49,488,620 | 2,854,015 | SH | DFND | 1,2,3 | 2,854,015 | 0 | 0 | |
FREEPORT-MCMORAN INC | CL B | 35671D857 | 11,755,000 | 250,000 | SH | DFND | 1,2,3 | 250,000 | 0 | 0 | |
FREYR BATTERY INC | COM NEW | 35834F104 | 22,618,290 | 13,463,268 | SH | DFND | 1,2 | 13,463,268 | 0 | 0 | |
FREYR BATTERY INC | *W EXP 07/09/202 | 35834F112 | 63,984 | 355,465 | SH | DFND | 1,2 | 355,465 | 0 | 0 | |
FRONTLINE PLC | COM | M46528101 | 29,780,065 | 1,273,741 | SH | DFND | 1,2 | 1,273,741 | 0 | 0 | |
GE VERNOVA LLC | COM | 36828A101 | 50,875,650 | 372,034 | SH | DFND | 1,2,3 | 372,034 | 0 | 0 | |
GENCO SHIPPING & TRADING LTD | SHS | Y2685T131 | 5,082,500 | 250,000 | SH | DFND | 1,2 | 250,000 | 0 | 0 | |
GOLDEN OCEAN GROUP LTD | SHS NEW | G39637205 | 15,600,652 | 1,203,754 | SH | DFND | 1,2 | 1,203,754 | 0 | 0 | |
GREENFIRE RES LTD NEW | COM SHS | 39525U107 | 21,525,272 | 3,602,556 | SH | DFND | 1,2 | 3,602,556 | 0 | 0 | |
HALLIBURTON CO | COM | 406216101 | 27,583,672 | 699,738 | SH | DFND | 1,2 | 699,738 | 0 | 0 | |
HELIX ENERGY SOLUTIONS GRP I | COM | 42330P107 | 22,479,298 | 2,073,736 | SH | DFND | 1,2 | 2,073,736 | 0 | 0 | |
HUDBAY MINERALS INC | COM | 443628102 | 43,754,604 | 6,249,339 | SH | DFND | 1,2,3 | 6,249,339 | 0 | 0 | |
ITRON INC | COM | 465741106 | 39,832,451 | 430,528 | SH | DFND | 1,2,3 | 430,528 | 0 | 0 | |
KIRBY CORP | COM | 497266106 | 63,157,316 | 662,582 | SH | DFND | 1,2 | 662,582 | 0 | 0 | |
KODIAK GAS SVCS INC | COM | 50012A108 | 14,103,995 | 515,874 | SH | DFND | 1,2 | 515,874 | 0 | 0 | |
KOSMOS ENERGY LTD | COM | 500688106 | 3,278,000 | 550,000 | SH | DFND | 1,2,3 | 550,000 | 0 | 0 | |
MATSON INC | COM | 57686G105 | 26,346,448 | 234,399 | SH | DFND | 1,2 | 234,399 | 0 | 0 | |
MYR GROUP INC DEL | COM | 55405W104 | 8,419,133 | 47,633 | SH | DFND | 1,2,3 | 47,633 | 0 | 0 | |
NEW FORTRESS ENERGY INC | COM CL A | 644393100 | 134,643,965 | 4,401,568 | SH | DFND | 1,2,3 | 4,401,568 | 0 | 0 | |
NEXTRACKER INC | CLASS A COM | 65290E101 | 25,321,500 | 450,000 | SH | DFND | 1,2,3 | 450,000 | 0 | 0 | |
OPAL FUELS INC | CLASS A COM | 68347P103 | 11,276,155 | 2,246,246 | SH | DFND | 1,2,3 | 2,246,246 | 0 | 0 | |
PRECISION DRILLING CORP | COM NEW | 74022D407 | 45,405,489 | 674,630 | SH | DFND | 1,2 | 674,630 | 0 | 0 | |
PROFRAC HLDG CORP | CLASS A COM | 74319N100 | 8,876,121 | 1,061,737 | SH | DFND | 1,2 | 1,061,737 | 0 | 0 | |
PROPETRO HLDG CORP | COM | 74347M108 | 12,040,380 | 1,490,146 | SH | DFND | 1,2 | 1,490,146 | 0 | 0 | |
QUANTA SVCS INC | COM | 74762E102 | 25,980,000 | 100,000 | SH | DFND | 1,2,3 | 100,000 | 0 | 0 | |
RANGER ENERGY SVCS INC | COM CL A | 75282U104 | 17,085,101 | 1,513,295 | SH | DFND | 1,2 | 1,513,295 | 0 | 0 | |
SCHLUMBERGER LTD | COM STK | 806857108 | 84,900,032 | 1,548,988 | SH | DFND | 1,2 | 1,548,988 | 0 | 0 | |
SCORPIO TANKERS INC | SHS | Y7542C130 | 30,398,304 | 424,854 | SH | DFND | 1,2 | 424,854 | 0 | 0 | |
SHOALS TECHNOLOGIES GROUP IN | CL A | 82489W107 | 54,805,836 | 4,902,132 | SH | DFND | 1,2,3 | 4,902,132 | 0 | 0 | |
SOUTHWESTERN ENERGY CO | COM | 845467109 | 30,320,000 | 4,000,000 | SH | DFND | 1,2 | 4,000,000 | 0 | 0 | |
STAR BULK CARRIERS CORP. | SHS PAR | Y8162K204 | 38,416,426 | 1,609,402 | SH | DFND | 1,2 | 1,609,402 | 0 | 0 | |
STEEL DYNAMICS INC | COM | 858119100 | 28,163,700 | 190,000 | SH | DFND | 1,2 | 190,000 | 0 | 0 | |
SUNCOR ENERGY INC NEW | COM | 867224107 | 132,145,833 | 3,579,225 | SH | DFND | 1,2 | 3,579,225 | 0 | 0 | |
TELLURIAN INC NEW | COM | 87968A104 | 9,917,583 | 14,994,834 | SH | DFND | 1,2,3 | 14,994,834 | 0 | 0 | |
TENARIS S A | SPONSORED ADS | 88031M109 | 11,756,535 | 299,377 | SH | DFND | 1,2 | 299,377 | 0 | 0 | |
TIDEWATER INC NEW | COM | 88642R109 | 90,873,184 | 987,752 | SH | DFND | 1,2 | 987,752 | 0 | 0 | |
VALE S A | SPONSORED ADS | 91912E105 | 20,709,518 | 1,698,894 | SH | DFND | 1,2 | 1,698,894 | 0 | 0 | |
VISTA ENERGY S.A.B. DE C.V. | SPONSORED ADS | 92837L109 | 29,861,629 | 721,644 | SH | DFND | 1,2 | 721,644 | 0 | 0 | |
YPF SOCIEDAD ANONIMA | SPON ADR CL D | 984245100 | 19,800,000 | 1,000,000 | SH | DFND | 1,2 | 1,000,000 | 0 | 0 |