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
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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 7,697 425,000 SH   SOLE   425,000 0 0
AMERESCO INC CL A 02361E108 5,845 175,000 SH   SOLE   175,000 0 0
APACHE CORP COM 037411105 1,705 180,000 SH   SOLE   180,000 0 0
APTIV PLC SHS G6095L109 2,750 30,000 SH   SOLE   30,000 0 0
AZURE PWR GLOBAL LTD SHS V0393H103 4,023 135,000 SH   SOLE   135,000 0 0
BALLARD PWR SYS INC NEW COM 058586108 10,326 683,819 SH   SOLE   683,819 0 0
BALLARD PWR SYS INC NEW COM 058586108 5,285 350,000 SH Call SOLE   350,000 0 0
BEAM GLOBAL COM 07373B109 5,193 427,063 SH   SOLE   427,063 0 0
BEAM GLOBAL W EXP 04/15/202 07373B117 2,006 165,000 SH   SOLE   165,000 0 0
BLINK CHARGING CO COM 09354A100 6,436 624,200 SH   SOLE   624,200 0 0
BLINK CHARGING CO COM 09354A100 9,279 900,000 SH Call SOLE   900,000 0 0
BP PLC SPONSORED ADR 055622104 10,627 608,650 SH   SOLE   608,650 0 0
CANADIAN NAT RES LTD COM 136385101 7,774 485,600 SH   SOLE   485,600 0 0
CANADIAN SOLAR INC COM 136635109 10,355 295,000 SH   SOLE   295,000 0 0
CANADIAN SOLAR INC COM 136635109 3,510 100,000 SH Call SOLE   100,000 0 0
CATERPILLAR INC DEL COM 149123101 8,950 60,010 SH   SOLE   60,010 0 0
CIMAREX ENERGY CO COM 171798101 5,807 238,691 SH   SOLE   238,691 0 0
CONCHO RES INC COM 20605P101 5,732 129,929 SH   SOLE   129,929 0 0
CONTINENTAL RES INC COM 212015101 3,684 300,000 SH   SOLE   300,000 0 0
CORE LABORATORIES N V COM N22717107 1,679 110,000 SH   SOLE   110,000 0 0
COVANTA HLDG CORP COM 22282E102 1,550 200,000 SH   SOLE   200,000 0 0
CREE INC COM 225447101 1,594 25,000 SH   SOLE   25,000 0 0
CUMMINS INC COM 231021106 8,446 40,000 SH   SOLE   40,000 0 0
DANAHER CORPORATION COM 235851102 2,692 12,500 SH   SOLE   12,500 0 0
DARLING INGREDIENTS INC COM 237266101 16,574 460,000 SH   SOLE   460,000 0 0
DEVON ENERGY CORP NEW COM 25179M103 5,203 550,000 SH   SOLE   550,000 0 0
DEVON ENERGY CORP NEW COM 25179M103 6,622 700,000 SH Call SOLE   700,000 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506 22,463 750,000 SH Call SOLE   750,000 0 0
ENPHASE ENERGY INC COM 29355A107 11,563 140,000 SH   SOLE   140,000 0 0
ENPHASE ENERGY INC COM 29355A107 32,210 390,000 SH Call SOLE   390,000 0 0
EQT CORP COM 26884L109 4,202 325,000 SH   SOLE   325,000 0 0
EQUINOR ASA SPONSORED ADR 29446M102 5,343 380,000 SH   SOLE   380,000 0 0
FERRARI N V COM N3167Y103 3,682 20,000 SH   SOLE   20,000 0 0
FLUOR CORP NEW COM 343412102 13,189 1,497,000 SH Put SOLE   1,497,000 0 0
FRONTLINE LTD SHS NEW G3682E192 955 146,950 SH   SOLE   146,950 0 0
FUTUREFUEL CORP COM 36116M106 2,843 250,000 SH   SOLE   250,000 0 0
GENERAC HLDGS INC COM 368736104 13,555 70,000 SH   SOLE   70,000 0 0
GREEN PLAINS INC NOTE 4.125% 9/0 393222AF1 10,725 11,250,000 PRN   SOLE   11,250,000 0 0
GREENPOWER MTR CO INC COM NEW 39540E302 1,079 90,000 SH   SOLE   90,000 0 0
HALLIBURTON CO COM 406216101 9,640 800,000 SH Call SOLE   800,000 0 0
HALLIBURTON CO COM 406216101 2,410 200,000 SH   SOLE   200,000 0 0
HANNON ARMSTRONG SUST INFR C COM 41068X100 2,114 50,000 SH   SOLE   50,000 0 0
HELMERICH & PAYNE INC COM 423452101 8,347 569,739 SH   SOLE   569,739 0 0
HL ACQUISITIONS CORP SHS G4603R106 1,114 100,000 SH   SOLE   100,000 0 0
INVESCO EXCH TRADED FD TR II SOLAR ETF 46138G706 32,395 500,000 SH Put SOLE   500,000 0 0
ITRON INC COM 465741106 7,896 130,000 SH   SOLE   130,000 0 0
JOHNSON CTLS INTL PLC SHS G51502105 10,719 262,392 SH   SOLE   262,392 0 0
KLX ENERGY SERVICES HOLDINGS I COM NEW 48253L205 127 30,598 SH   SOLE   30,598 0 0
LIBERTY OILFIELD SVCS INC COM CL A 53115L104 799 100,000 SH   SOLE   100,000 0 0
OCCIDENTAL PETE CORP W EXP 08/03/202 674599162 8,759 875,000 SH   SOLE   875,000 0 0
PACCAR INC COM 693718108 8,102 95,000 SH   SOLE   95,000 0 0
PARSLEY ENERGY INC CL A 701877102 8,864 947,018 SH   SOLE   947,018 0 0
PENTAIR PLC SHS G7S00T104 2,060 45,000 SH   SOLE   45,000 0 0
PIONEER NAT RES CO COM 723787107 6,194 72,030 SH   SOLE   72,030 0 0
PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207 4,415 725,000 SH   SOLE   725,000 0 0
POLAR PWR INC COM 73102V105 1,307 413,667 SH   SOLE   413,667 0 0
SCHLUMBERGER LTD COM 806857108 3,890 250,000 SH   SOLE   250,000 0 0
SPDR SER TR S&P OILGAS EXP 78468R556 58,898 1,400,000 SH Call SOLE   1,400,000 0 0
SPDR SER TR S&P OILGAS EXP 78468R556 35,760 850,000 SH Put SOLE   850,000 0 0
STMICROELECTRONICS N V NY REGISTRY 861012102 4,604 150,000 SH   SOLE   150,000 0 0
SUNNOVA ENERGY INTL INC. COM 86745K104 16,525 543,391 SH   SOLE   543,391 0 0
TEXAS PAC LD TR SUB CTF PROP I T 882610108 2,156 4,774 SH   SOLE   4,774 0 0
WILLDAN GROUP INC COM 96924N100 8,147 319,365 SH   SOLE   319,365 0 0
WORKHORSE GROUP INC COM NEW 98138J206 77,976 3,084,485 SH   SOLE   3,084,485 0 0
WORKHORSE GROUP INC COM NEW 98138J206 40,807 1,614,200 SH Put SOLE   1,614,200 0 0