Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
—	LI-CYCLE HOLDINGS CORP	2,726,073	$23.04M	6.3%	$11.11	—	COMMON SHARES	50202P105
—	ZIMMER ENERGY TRANSITION ACQ	2,000,000	$19.46M	5.3%	$9.73	—	COM CL A	989570106
EXC	EXELON CORP	394,580	$18.79M	5.1%	$32.52	+13.2%	COM	30161N101
EMN	EASTMAN CHEM CO	160,688	$18.01M	4.9%	$95.16	+6.1%	COM	277432100
OXY	OCCIDENTAL PETE CORP	275,822	$15.65M	4.3%	$41.76	0.0%	COM	674599105
ETR	ENTERGY CORP NEW	124,682	$14.56M	4.0%	$47.51	0.0%	COM	29364G103
NI	NISOURCE INC	456,887	$14.53M	4.0%	$25.52	0.0%	COM	65473P105
—	ARCHAEA ENERGY INC	636,569	$13.96M	3.8%	$21.93	—	COM CL A	03940F103
CEG	CONSTELLATION ENERGY CORP	227,847	$12.82M	3.5%	$47.25	0.0%	COM	21037T109
—	BYTE ACQUISITION CORP	1,150,000	$11.24M	3.1%	$9.65	—	CLASS A ORD SHS	G1R25Q105
FREYEUR	FREYR BATTERY	900,000	$11.03M	3.0%	$11.71	—	Call	L4135L100
XOM	EXXON MOBIL CORP	128,016	$10.57M	2.9%	$67.89	0.0%	COM	30231G102
TIMB	TIM S A	680,792	$9.871M	2.7%	$11.64	—	SPONSORED ADR	88706T108
—	PERIDOT ACQUISITION CORP II	1,000,000	$9.78M	2.7%	$9.76	—	SHS CL A	G7008B105
—	M3 BRIGADE ACQUISITION II CO	1,000,000	$9.77M	2.7%	$9.84	—	COM CL A	553800103
WLK	WESTLAKE CORPORATION	67,220	$8.295M	2.3%	$102.15	0.0%	COM	960413102
PEG	PUBLIC SVC ENTERPRISE GRP IN	117,130	$8.199M	2.2%	$58.02	0.0%	COM	744573106
—	AEROJET ROCKETDYNE HLDGS INC	206,820	$8.138M	2.2%	$39.35	—	COM	007800105
SHW	SHERWIN WILLIAMS CO	32,471	$8.105M	2.2%	$266.51	0.0%	COM	824348106
CSX	CSX CORP	204,173	$7.646M	2.1%	$33.49	0.0%	COM	126408103
UNP	UNION PAC CORP	27,387	$7.482M	2.0%	$230.57	0.0%	COM	907818108
—	PONTEM CORPORATION	700,000	$6.867M	1.9%	$9.72	—	SHS CL A	G71707106
VST	VISTRA CORP	259,602	$6.036M	1.6%	$20.62	0.0%	COM	92840M102
ED	CONSOLIDATED EDISON INC	58,085	$5.499M	1.5%	$75.59	0.0%	COM	209115104
—	ROCKET INTERNET GRWT OPRT CO	500,000	$4.9M	1.3%	$9.70	—	SHS CL A	G7613T103
—	FUSION ACQUISITION CORP II	500,000	$4.895M	1.3%	$9.67	—	COM CL A	36118N102
—	LEVERE HOLDINGS CORP	500,000	$4.89M	1.3%	$9.78	—	CLASS A ORD SHS	G5462L106
—	WAVERLEY CAPITAL ACQUIS CORP	500,000	$4.84M	1.3%	$9.70	—	SHS CL A	G06536109
CC	CHEMOURS CO	148,118	$4.663M	1.3%	$27.14	0.0%	COM	163851108
D	DOMINION ENERGY INC	51,014	$4.335M	1.2%	$66.91	0.0%	COM	25746U109
PLUG	PLUG POWER INC	141,015	$4.034M	1.1%	$23.83	0.0%	COM NEW	72919P202
FDX	FEDEX CORP	13,850	$3.205M	0.9%	$216.03	0.0%	COM	31428X106
ECVT	ECOVYST INC	264,062	$3.053M	0.8%	$10.49	0.0%	COM	27923Q109
TXNM	PNM RES INC	63,392	$3.022M	0.8%	$45.50	0.0%	COM	69349H107
—	SUNPOWER CORP	139,340	$2.993M	0.8%	$21.48	—	COM	867652406
—	BYTE ACQUISITION CORP	574,999	$2.946M	0.8%	$4.81	—	*W EXP 03/18/202	G1R25Q113
—	INTERPRIVATE IV INFRATECH PR	300,000	$2.925M	0.8%	$9.78	—	CLASS A COM	46064T102
—	ARROWROOT ACQUISITION CORP	300,000	$2.923M	0.8%	$9.65	—	CL A COM	04282M102
—	RENESOLA LTD	480,545	$2.792M	0.8%	$5.96	—	SPONSORED ADS	75971T301
FREYEUR	FREYR BATTERY	212,241	$2.602M	0.7%	$11.71	—	SHS	L4135L100
NWN	NORTHWEST NAT HLDG CO	50,000	$2.586M	0.7%	$50.16	0.0%	COM	66765N105
—	LAZARD GROWTH ACQUISITION CO	250,000	$2.45M	0.7%	$9.78	—	CL A ORD SHS	G54035103
—	ZIMMER ENERGY TRANSITION ACQ	666,666	$2.127M	0.6%	$4.01	—	*W EXP 06/16/202	989570114
—	CLIMATE REAL IMPACT SLUTINS	196,830	$1.927M	0.5%	$9.87	—	COM CL A	187171103
—	LI-CYCLE HOLDINGS CORP	190,000	$1.606M	0.4%	$11.11	—	Call	50202P105
TWI	TITAN INTL INC ILL	105,910	$1.56M	0.4%	$11.69	0.0%	COM	88830M102
—	VOLTA INC	383,459	$1.17M	0.3%	$7.34	—	COM CL A	92873V102
—	FIRST RESERVE SUSTAINABLE GW	258,909	$1.1M	0.3%	$4.56	—	*W EXP 03/05/202	336169115
SWX	SOUTHWEST GAS HLDGS INC	13,513	$1.058M	0.3%	$70.06	0.0%	COM	844895102
—	PONTEM CORPORATION	233,332	$1.044M	0.3%	$4.51	—	*W EXP 01/05/202	G71707122
—	WARBURG PINCUS CAPTAL CORP I	100,000	$982K	0.3%	$9.75	—	SHS CL A	G9460M108
—	COVA ACQUISITION CORP	100,000	$979K	0.3%	$9.69	—	CL A SHS	G2554Y104
—	NORTHERN STAR INVEST CORP II	100,000	$979K	0.3%	$9.78	—	COM CL A	66574L100
—	NORTHERN STAR INVEST CORP IV	100,000	$976K	0.3%	$9.85	—	COM CL A	66575B101
—	TCW SPECIAL PURPOSE ACQU COR	100,000	$975K	0.3%	$9.72	—	COM CL A	87301L106
—	PERIDOT ACQUISITION CORP II	199,998	$938K	0.3%	$4.73	—	*W EXP 04/30/202	G7008B121
—	LEVERE HOLDINGS CORP	166,665	$892K	0.2%	$4.80	—	*W EXP 03/09/202	G5462L122
—	M3 BRIGADE ACQUISITION II CO	182,524	$798K	0.2%	$4.96	—	*W EXP 03/09/202	553800111
—	WAVERLEY CAPITAL ACQUIS CORP	166,666	$656K	0.2%	$4.09	—	*W EXP 07/15/202	G06536117
TALO	TALOS ENERGY INC	39,488	$624K	0.2%	$13.20	0.0%	COM	87484T108
—	AUSTERLITZ ACQUISITION CORP	124,898	$594K	0.2%	$4.82	—	*W EXP 02/19/202	G0633U127
—	ROCKET INTERNET GRWT OPRT CO	99,999	$455K	0.1%	$4.86	—	*W EXP 99/99/999	G7613T129
TSE	TRINSEO PLC	6,631	$318K	0.1%	$48.83	0.0%	SHS	G9059U107
—	INTERPRIVATE IV INFRATECH PR	59,998	$276K	0.1%	$4.60	—	*W EXP 03/05/202	46064T110
—	LAZARD GROWTH ACQUISITION CO	49,999	$238K	0.1%	$4.76	—	*W EXP 02/10/202	G54035111
—	INTERPRIVATE II ACQUISITION	39,999	$208K	0.1%	$4.78	—	*W EXP 03/09/202	46064Q116
—	SUSTAINABLE DEVELP ACQU I CO	37,499	$197K	0.1%	$4.56	—	*W EXP 02/04/202	86934L111
—	PRIVETERRA ACQUISITION CORP	41,665	$180K	0.0%	$4.44	—	*W EXP 02/28/202	74275N110
—	ARROWROOT ACQUISITION CORP	51,254	$166K	0.0%	$4.05	—	*W EXP 03/02/202	04282M110
—	ALLEGO N V	24,999	$145K	0.0%	$5.80	—	*W EXP 03/16/202	N0796A118
—	NIGHTDRAGON ACQUISITION CORP	29,997	$139K	0.0%	$5.00	—	*W EXP 02/26/202	65413D113
—	NORTHERN STAR INVEST CORP II	16,665	$78,000	0.0%	$4.86	—	*W EXP 02/25/202	66574L118
—	POWERED BRANDS	16,666	$76,000	0.0%	$4.50	—	*W EXP 01/07/202	G7209M116
—	DHC ACQUISITION CORP	16,666	$71,000	0.0%	$4.62	—	*W EXP 02/25/202	G2758T117
—	ORION ACQUISITION CORP	17,499	$61,000	0.0%	$4.23	—	*W EXP 02/19/202	68626A116
—	SLAM CORP	12,498	$57,000	0.0%	$4.56	—	*W EXP 02/23/202	G8210L121
—	ADVANCED MERGER PARTNERS INC	12,498	$54,000	0.0%	$4.64	—	*W EXP 06/30/202	00777J117
—	VELOCITY ACQUISITION CORP	11,665	$45,000	0.0%	$3.69	—	*W EXP 02/24/202	92259E112
—	ATLAS CREST INVESTMENT CORP	10,298	$38,000	0.0%	$4.56	—	*W EXP 02/03/202	049287113
—	FAST RADIUS INC	24,999	$9,000	0.0%	$0.36	—	*W EXP 02/11/202	31187R118