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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AEMETIS INC COM NEW 00770K202   4,200,917 1,810,740 SH   DFND 1,2 1,810,740 0 0
ALTUS POWER INC COM CL A 02217A102   6,443,094 1,175,747 SH   DFND 1,2 1,175,747 0 0
ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L203   30,887,518 1,025,482 SH   DFND 1,2 1,025,482 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100   66,404,137 3,034,924 SH   DFND 1,2 3,034,924 0 0
ASPEN AEROGELS INC COM 04523Y105   14,421,390 1,935,757 SH   DFND 1,2 1,935,757 0 0
ATLAS ENERGY SOLUTIONS INC COM CLASS A 04930R107   22,139,000 1,300,000 SH   DFND 1,2 1,300,000 0 0
BARRICK GOLD CORP COM 067901108   24,141,000 1,300,000 SH   DFND 1,2 1,300,000 0 0
BLOOM ENERGY CORP COM CL A 093712107   33,541,313 1,682,956 SH   DFND 1,2 1,682,956 0 0
BORR DRILLING LTD SHS G1466R173   19,047,509 2,512,864 SH   DFND 1,2 2,512,864 0 0
CALIFORNIA RES CORP COM STOCK 13057Q305   35,703,129 927,354 SH   DFND 1,2 927,354 0 0
CANADIAN NAT RES LTD COM 136385101   65,054,175 1,177,177 SH   DFND 1,2 1,177,177 0 0
CANADIAN NATL RY CO COM 136375102   49,005,784 415,890 SH   DFND 1,2 415,890 0 0
CONOCOPHILLIPS COM 20825C104   19,842,000 200,000 SH   DFND 1,2 200,000 0 0
CONSOL ENERGY INC NEW COM 20854L108   16,606,950 285,000 SH   DFND 1,2 285,000 0 0
CVR ENERGY INC COM 12662P108   5,431,679 165,701 SH   DFND 1,2 165,701 0 0
ENERPLUS CORP COM 292766102   69,770,153 4,847,199 SH   DFND 1,2 4,847,199 0 0
ENETI INC COM Y2294C107   13,544,223 1,448,580 SH   DFND 1,2 1,448,580 0 0
EURONAV NV SHS B38564108   14,562,823 867,351 SH   DFND 1,2 867,351 0 0
EXPRO GROUP HOLDINGS NV COM N3144W105   4,139,794 225,479 SH   DFND 1,2 225,479 0 0
FLEX LTD ORD Y2573F102   36,234,307 1,574,720 SH   DFND 1,2 1,574,720 0 0
FREYR BATTERY SHS L4135L100   58,723,784 6,605,600 SH   DFND 1,2 6,605,600 0 0
FREYR BATTERY *W EXP 09/01/202 L4135L118   21,609,139 7,555,643 SH   DFND 1,2 7,555,643 0 0
GOLDEN OCEAN GROUP LTD SHS NEW G39637205   9,578,386 1,006,133 SH   DFND 1,2 1,006,133 0 0
HESAI GROUP SPONSORED ADS 428050108   1,101,186 71,182 SH   DFND 1,2 71,182 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   347,880,000 1,950,000 SH Put DFND 1,2 1,950,000 0 0
KIRBY CORP COM 497266106   14,451,528 207,339 SH   DFND 1,2 207,339 0 0
KOSMOS ENERGY LTD COM 500688106   56,081,440 7,537,828 SH   DFND 1,2 7,537,828 0 0
MARATHON OIL CORP COM 565849106   48,785,339 2,036,116 SH   DFND 1,2 2,036,116 0 0
MASTEC INC COM 576323109   19,185,580 203,151 SH   DFND 1,2 203,151 0 0
MAXEON SOLAR TECHNOLOGIES LT SHS Y58473102   9,285,099 349,853 SH   DFND 1,2 349,853 0 0
NATIONAL ENERGY SERVICES REU SHS G6375R107   21,832,535 4,150,672 SH   DFND 1,2 4,150,672 0 0
NEW FORTRESS ENERGY INC COM CL A 644393100   29,430,000 1,000,000 SH Call DFND 1,2 1,000,000 0 0
NEW FORTRESS ENERGY INC COM CL A 644393100   116,804,874 3,968,905 SH   DFND 1,2 3,968,905 0 0
NEXTRACKER INC CLASS A COM 65290E101   36,745,666 1,013,394 SH   DFND 1,2 1,013,394 0 0
OPAL FUELS INC CLASS A COM 68347P103   12,466,039 1,797,429 SH   DFND 1,2 1,797,429 0 0
OVINTIV INC COM 69047Q102   11,602,534 321,578 SH   DFND 1,2 321,578 0 0
PAR PAC HOLDINGS INC COM NEW 69888T207   18,032,226 617,542 SH   DFND 1,2 617,542 0 0
PDC ENERGY INC COM 69327R101   51,539,685 803,049 SH   DFND 1,2 803,049 0 0
PRECISION DRILLING CORP COM NEW 74022D407   29,623,926 577,272 SH   DFND 1,2 577,272 0 0
PURECYCLE TECHNOLOGIES INC COM 74623V103   3,363,374 480,482 SH   DFND 1,2 480,482 0 0
RAMACO RES INC COM 75134P303   4,541,414 515,484 SH   DFND 1,2 515,484 0 0
RANGER ENERGY SVCS INC COM CL A 75282U104   15,951,833 1,565,440 SH   DFND 1,2 1,565,440 0 0
RIO TINTO PLC SPONSORED ADR 767204100   132,842,802 1,936,484 SH   DFND 1,2 1,936,484 0 0
ROTH CH ACQUISITION IV CO COM 77867P104   4,483,656 429,469 SH   DFND 1,2 429,469 0 0
SHELL PLC SPON ADS 780259305   52,522,339 912,797 SH   DFND 1,2 912,797 0 0
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107   99,641,686 4,372,167 SH   DFND 1,2 4,372,167 0 0
SOLARIS OILFIELD INFRASTRUCT COM CL A 83418M103   2,269,249 265,720 SH   DFND 1,2 265,720 0 0
STAR BULK CARRIERS CORP. SHS PAR Y8162K204   9,662,484 457,504 SH   DFND 1,2 457,504 0 0
STEM INC COM 85859N102   12,523,981 2,208,815 SH   DFND 1,2 2,208,815 0 0
SUNCOR ENERGY INC NEW COM 867224107   55,954,273 1,804,712 SH   DFND 1,2 1,804,712 0 0
TECHNIPFMC PLC COM G87110105   36,020,698 2,638,879 SH   DFND 1,2 2,638,879 0 0
TIDEWATER INC NEW COM 88642R109   63,417,367 1,438,688 SH   DFND 1,2 1,438,688 0 0
TORM PLC SHS CL A G89479102   11,441,926 370,347 SH   DFND 1,2 370,347 0 0
TOTALENERGIES SE SPONSORED ADS 89151E109   14,801,060 250,653 SH   DFND 1,2 250,653 0 0
VERMILION ENERGY INC COM 923725105   28,251,777 2,181,092 SH   DFND 1,2 2,181,092 0 0
WARRIOR MET COAL INC COM 93627C101   11,148,717 303,697 SH   DFND 1,2 303,697 0 0