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 |
| AES CORP | COM | 00130H105 | 3,402 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
| AMERESCO INC | CL A | 02361E108 | 4,153 | 51,000 | SH | SOLE | 51,000 | 0 | 0 | ||
| ANTERO RESOURCES CORP | COM | 03674X106 | 11,410 | 652,000 | SH | SOLE | 652,000 | 0 | 0 | ||
| APA CORPORATION | COM | 03743Q108 | 5,916 | 220,000 | SH | SOLE | 220,000 | 0 | 0 | ||
| ARCLIGHT CLEAN TRANSITION II | CLASS A ORD SHS | G0R21B104 | 14,458 | 1,448,693 | SH | SOLE | 1,448,693 | 0 | 0 | ||
| BLUESCAPE OPPORTUNITIES ACQU | SHS | G1195N105 | 2,061 | 210,526 | SH | SOLE | 210,526 | 0 | 0 | ||
| CALIFORNIA RES CORP | COM STOCK | 13057Q305 | 11,532 | 270,000 | SH | SOLE | 270,000 | 0 | 0 | ||
| CHENIERE ENERGY INC | COM NEW | 16411R208 | 26,166 | 258,000 | SH | SOLE | 258,000 | 0 | 0 | ||
| CHESAPEAKE ENERGY CORP | COM | 165167735 | 3,807 | 59,000 | SH | SOLE | 59,000 | 0 | 0 | ||
| CORE & MAIN INC | CL A | 21874C102 | 3,186 | 105,000 | SH | SOLE | 105,000 | 0 | 0 | ||
| DENBURY INC | COM | 24790A101 | 18,075 | 236,000 | SH | SOLE | 236,000 | 0 | 0 | ||
| DEVON ENERGY CORP NEW | COM | 25179M103 | 8,810 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| DIAMONDBACK ENERGY INC | COM | 25278X109 | 5,393 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| DT MIDSTREAM INC | COMMON STOCK | 23345M107 | 9,439 | 196,721 | SH | SOLE | 196,721 | 0 | 0 | ||
| EAST RES ACQUISITION CO | COM CL A | 274681105 | 2,431 | 246,333 | SH | SOLE | 246,333 | 0 | 0 | ||
| EAST RES ACQUISITION CO | *W EXP 07/01/202 | 274681113 | 67 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| EXELON CORP | COM | 30161N101 | 7,509 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||
| GREEN PLAINS INC | COM | 393222104 | 3,754 | 108,000 | SH | SOLE | 108,000 | 0 | 0 | ||
| GULFPORT ENERGY CORP | COMMON SHARES | 402635502 | 504 | 7,000 | SH | SOLE | 7,000 | 0 | 0 | ||
| HESS MIDSTREAM LP | CL A SHS | 428103105 | 14,229 | 515,000 | SH | SOLE | 515,000 | 0 | 0 | ||
| MARATHON OIL CORP | COM | 565849106 | 7,290 | 444,000 | SH | SOLE | 444,000 | 0 | 0 | ||
| MATADOR RES CO | COM | 576485205 | 3,914 | 106,000 | SH | SOLE | 106,000 | 0 | 0 | ||
| MURPHY OIL CORP | COM | 626717102 | 14,387 | 551,000 | SH | SOLE | 551,000 | 0 | 0 | ||
| MYR GROUP INC DEL | COM | 55405W104 | 12,603 | 114,000 | SH | SOLE | 114,000 | 0 | 0 | ||
| NORTHERN OIL AND GAS INC MN | COM | 665531307 | 3,396 | 165,000 | SH | SOLE | 165,000 | 0 | 0 | ||
| NORTHWEST PIPE CO | COM | 667746101 | 557 | 17,500 | SH | SOLE | 17,500 | 0 | 0 | ||
| OASIS PETROLEUM INC | COM NEW | 674215207 | 26,962 | 214,000 | SH | SOLE | 214,000 | 0 | 0 | ||
| ONEOK INC NEW | COM | 682680103 | 2,938 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| OTR ACQUISITION CORP | COM CL A | 67113Q105 | 1,520 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| OTR ACQUISITION CORP | *W EXP 11/30/202 | 67113Q113 | 37 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| PDC ENERGY INC | COM | 69327R101 | 9,341 | 191,500 | SH | SOLE | 191,500 | 0 | 0 | ||
| PG&E CORP | COM | 69331C108 | 7,490 | 617,000 | SH | SOLE | 617,000 | 0 | 0 | ||
| RANGER OIL CORPORATION | CLASS A COM | 70788V102 | 2,880 | 107,000 | SH | SOLE | 107,000 | 0 | 0 | ||
| RILEY EXPLORATION PERMIAN IN | COM | 76665T102 | 580 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| RIVIAN AUTOMOTIVE INC | COM CL A | 76954A103 | 2,385 | 23,000 | SH | SOLE | 23,000 | 0 | 0 | ||
| RMG ACQUISITION CORP III | UNIT 02/08/2026 | G76088114 | 995 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| ROYAL DUTCH SHELL PLC | SPONS ADR A | 780259206 | 4,340 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| SM ENERGY CO | COM | 78454L100 | 30,005 | 1,017,800 | SH | SOLE | 1,017,800 | 0 | 0 | ||
| TARGA RES CORP | COM | 87612G101 | 20,896 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| VERTEX ENERGY INC | COM | 92534K107 | 11,347 | 2,504,902 | SH | SOLE | 2,504,902 | 0 | 0 | ||
| WHITING PETE CORP NEW | COM NEW | 966387508 | 323 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||