Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
SPY	SPDR S&P 500 ETF TR	144,500	$54.03M	29.1%	—	—	Put	78462F103
—	SUSTAINABLE OPPORTNTS ACQ CO	1,178,383	$12.68M	6.8%	$10.29	—	ORD SHS A	G8598Y109
—	QELL ACQUISITION CORP	647,364	$7.956M	4.3%	$12.29	—	CL A	G7307X105
CNP	CENTERPOINT ENERGY INC	357,800	$7.743M	4.2%	$19.42	0.0%	COM	15189T107
—	CIMAREX ENERGY CO	156,307	$5.863M	3.2%	$38.69	—	COM	171798101
XIFR	NEXTERA ENERGY PARTNERS LP	86,177	$5.778M	3.1%	$60.84	+5.9%	COM UNIT PART IN	65341B106
—	ALLETE INC	92,316	$5.718M	3.1%	$56.83	—	COM NEW	018522300
—	BUNGE LIMITED	86,461	$5.67M	3.1%	$65.58	—	COM	G16962105
LNT	ALLIANT ENERGY CORP	97,600	$5.029M	2.7%	$45.61	0.0%	COM	018802108
EQT	EQT CORP	374,000	$4.754M	2.6%	$13.53	0.0%	COM	26884L109
—	CITIC CAPITAL ACQUISITION CO	431,401	$4.521M	2.4%	$10.48	—	COM CL A	G21513109
—	PARSLEY ENERGY INC	304,004	$4.317M	2.3%	$12.86	—	CL A	701877102
PARR	PAR PAC HOLDINGS INC	305,119	$4.266M	2.3%	$10.73	-3.8%	COM NEW	69888T207
NEE	NEXTERA ENERGY INC	50,800	$3.919M	2.1%	$61.68	+6.4%	COM	65339F101
BKH	BLACK HILLS CORP	63,683	$3.913M	2.1%	$48.27	0.0%	COM	092113109
—	CLIMATE CHANGE CRISIS REAL I	363,800	$3.896M	2.1%	$10.71	—	COM CL A	18716C100
TRGP	TARGA RES CORP	135,612	$3.577M	1.9%	$24.93	-22.8%	COM	87612G101
—	WPX ENERGY INC	436,868	$3.56M	1.9%	$7.80	—	COM	98212B103
—	TPG PACE BEN FIN CORP	116,712	$3.175M	1.7%	$27.20	—	UNIT 99/99/9999	G8990D109
PAGP	PLAINS GP HLDGS L P	371,209	$3.137M	1.7%	$11.85	—	LTD PARTNR INT A	72651A207
CCJ	CAMECO CORP	225,400	$3.02M	1.6%	$10.51	0.0%	COM	13321L108
MPC	MARATHON PETE CORP	72,501	$2.999M	1.6%	$50.14	-37.6%	COM	56585A102
PEG	PUBLIC SVC ENTERPRISE GRP IN	51,118	$2.98M	1.6%	$42.51	+15.1%	COM	744573106
DAR	DARLING INGREDIENTS INC	40,000	$2.307M	1.2%	$47.78	0.0%	COM	237266101
AR	ANTERO RESOURCES CORP	401,116	$2.186M	1.2%	$4.10	0.0%	COM	03674X106
—	DECARBONIZATION PLUS ACQU CO	150,000	$1.724M	0.9%	$11.49	—	UNIT 10/02/2025	242797207
—	STAR PEAK ENERGY TRANSITION	284,650	$1.685M	0.9%	$5.92	—	*W EXP 08/11/202	855185112
CNX	CNX RES CORP	149,849	$1.618M	0.9%	$10.08	0.0%	COM	12653C108
EVRG	EVERGY INC	28,200	$1.565M	0.8%	$50.47	-11.5%	COM	30034W106
—	HOLLYFRONTIER CORP	59,200	$1.53M	0.8%	$25.84	—	COM	436106108
GTLS	CHART INDS INC	12,600	$1.484M	0.8%	$96.56	0.0%	COM PAR $0.01	16115Q308
—	SWITCHBACK ENERGY ACQUISTN C	89,504	$1.38M	0.7%	$2.86	—	*W EXP 07/25/202	87105M110
—	SPARTAN ACQUISITION CORP II	119,500	$1.291M	0.7%	$10.80	—	UNIT 99/99/9999	846775203
—	MOTION ACQUISITION CORP	98,700	$1.048M	0.6%	$10.62	—	UNIT 10/14/2025	61980M206
—	EQUITRANS MIDSTREAM CORPORATION	112,955	$908K	0.5%	$15.65	—	COM	294600101
—	DENBURY INC	34,700	$891K	0.5%	$25.68	—	COM	24790A101
—	QELL ACQUISITION CORP	56,600	$750K	0.4%	$10.16	—	UNIT 10/1/2025	G7307X121
—	TPG PACE BEN FIN CORP	18,500	$479K	0.3%	$25.89	—	CL A COM	G8990D125
—	SUSTAINABLE OPPORTNTS ACQ CO	201,200	$453K	0.2%	$1.80	—	*W EXP 99/99/999	G8598Y117
—	CLIMATE CHANGE CRISIS REAL I	189,150	$339K	0.2%	$1.79	—	*W EXP 09/15/202	18716C118
—	QELL ACQUISITION CORP	104,233	$325K	0.2%	$3.12	—	*W EXP 10/01/202	G7307X113
NWN	NORTHWEST NAT HLDG CO	6,759	$311K	0.2%	$47.35	0.0%	COM	66765N105
KNTK	ALTUS MIDSTREAM CO	5,676	$269K	0.1%	$14.62	0.0%	COM NEW CL A	02215L209
—	TELLURIAN INC NEW	201,811	$258K	0.1%	$6.13	—	COM	87968A104
NRG	NRG ENERGY INC	6,678	$251K	0.1%	$28.35	0.0%	COM NEW	629377508
—	STAR PEAK ENERGY TRANSITION	6,797	$139K	0.1%	$20.45	—	CL A	855185104