Yaupon Capital Management 13FHR Quarterly holdings report by institutional manager | SEC 14 Nov 23

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

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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
5E ADVANCED MATERIALS INC	COMMON STOCK	33830Q109	109,065	48,259	SH		SOLE		48,259	0	0
AEMETIS INC	COM NEW	00770K202	134,149	32,325	SH		SOLE		32,325	0	0
AES CORP	COM	00130H105	8,549,711	562,481	SH		SOLE		562,481	0	0
ALLIANT ENERGY CORP	COM	018802108	23,364,140	482,232	SH		SOLE		482,232	0	0
ALTUS POWER INC	COM CL A	02217A102	2,681,228	510,710	SH		SOLE		510,710	0	0
AMEREN CORP	COM	023608102	4,243,460	56,708	SH		SOLE		56,708	0	0
AMERESCO INC	CL A	02361E108	7,220,630	187,257	SH		SOLE		187,257	0	0
ANTERO RESOURCES CORP	COM	03674X106	14,042,881	553,305	SH		SOLE		553,305	0	0
ANTERO RESOURCES CORP	COM	03674X106	10,152,000	400,000	SH	Call	SOLE		400,000	0	0
APTIV PLC	SHS	G6095L109	4,915,697	49,860	SH		SOLE		49,860	0	0
ARRAY TECHNOLOGIES INC	COM SHS	04271T100	9,040,716	407,423	SH		SOLE		407,423	0	0
BAKER HUGHES COMPANY	CL A	05722G100	10,639,055	301,219	SH		SOLE		301,219	0	0
BAYTEX ENERGY CORP	COM	07317Q105	15,435,000	3,500,000	SH		SOLE		3,500,000	0	0
BENSON HILL INC	*W EXP 09/29/202	082490111	2,807	85,070	SH		SOLE		85,070	0	0
BP PLC	SPONSORED ADR	055622104	12,692,803	327,810	SH		SOLE		327,810	0	0
BUNGE LIMITED	COM	G16962105	6,566,120	60,657	SH		SOLE		60,657	0	0
CALLON PETE CO DEL	COM	13123X508	8,239,376	210,618	SH		SOLE		210,618	0	0
CENOVUS ENERGY INC	COM	15135U109	23,530,285	1,130,177	SH		SOLE		1,130,177	0	0
CENTERPOINT ENERGY INC	COM	15189T107	18,368,541	684,117	SH		SOLE		684,117	0	0
CF INDS HLDGS INC	COM	125269100	16,970,775	197,933	SH		SOLE		197,933	0	0
CHART INDS INC	COM	16115Q308	8,571,002	50,680	SH		SOLE		50,680	0	0
CHENIERE ENERGY INC	COM NEW	16411R208	27,105,749	163,327	SH		SOLE		163,327	0	0
CLEAN ENERGY FUELS CORP	COM	184499101	4,860,890	1,269,162	SH		SOLE		1,269,162	0	0
CLEARWAY ENERGY INC	CL C	18539C204	1,330,435	62,875	SH		SOLE		62,875	0	0
CMS ENERGY CORP	COM	125896100	14,667,070	276,164	SH		SOLE		276,164	0	0
CONOCOPHILLIPS	COM	20825C104	7,721,709	64,455	SH		SOLE		64,455	0	0
COTERRA ENERGY INC	COM	127097103	6,145,760	227,200	SH		SOLE		227,200	0	0
CRESCENT ENERGY COMPANY	CL A COM	44952J104	3,958,848	313,200	SH		SOLE		313,200	0	0
CSX CORP	COM	126408103	4,310,996	140,195	SH		SOLE		140,195	0	0
DARLING INGREDIENTS INC	COM	237266101	13,816,975	264,693	SH		SOLE		264,693	0	0
DELEK US HLDGS INC NEW	COM	24665A103	14,225,682	500,728	SH		SOLE		500,728	0	0
DIAMOND OFFSHORE DRILLING IN	COM	25271C201	178,068	12,130	SH		SOLE		12,130	0	0
DMC GLOBAL INC	COM	23291C103	1,566,104	64,001	SH		SOLE		64,001	0	0
DOMINION ENERGY INC	COM	25746U109	17,868,000	400,000	SH	Call	SOLE		400,000	0	0
DOMINION ENERGY INC	COM	25746U109	12,580,546	281,633	SH		SOLE		281,633	0	0
DRILLING TOOLS INTL CORP	COM	26205E107	40,248	10,320	SH		SOLE		10,320	0	0
DTE ENERGY CO	COM	233331107	7,702,142	77,580	SH		SOLE		77,580	0	0
DTE ENERGY CO	COM	233331107	9,928,000	100,000	SH	Call	SOLE		100,000	0	0
ECOVYST INC	COM	27923Q109	1,785,271	181,430	SH		SOLE		181,430	0	0
ENERGY VAULT HOLDINGS INC	COM	29280W109	255	100	SH		SOLE		100	0	0
ENTERGY CORP NEW	COM	29364G103	12,542,723	135,597	SH		SOLE		135,597	0	0
EQT CORP	COM	26884L109	14,853,984	366,042	SH		SOLE		366,042	0	0
EQUITRANS MIDSTREAM CORP	COM	294600101	17,627,003	1,881,217	SH		SOLE		1,881,217	0	0
EVERGY INC	COM	30034W106	12,607,823	248,675	SH		SOLE		248,675	0	0
EXXON MOBIL CORP	COM	30231G102	17,060,858	145,100	SH		SOLE		145,100	0	0
EXXON MOBIL CORP	COM	30231G102	23,516,000	200,000	SH	Call	SOLE		200,000	0	0
FIRSTENERGY CORP	COM	337932107	11,729,961	343,182	SH		SOLE		343,182	0	0
GENERAL MTRS CO	COM	37045V100	4,111,359	124,700	SH		SOLE		124,700	0	0
GEVO INC	COM PAR	374396406	1,725,893	1,450,330	SH		SOLE		1,450,330	0	0
GOODYEAR TIRE & RUBR CO	COM	382550101	9,497,427	764,073	SH		SOLE		764,073	0	0
GRANITE RIDGE RESOURCES INC	COM	387432107	1,037,000	170,000	SH		SOLE		170,000	0	0
GULFPORT ENERGY CORP	COMMON SHARES	402635502	3,096,551	26,096	SH		SOLE		26,096	0	0
HESS MIDSTREAM LP	CL A SHS	428103105	1,884,536	64,694	SH		SOLE		64,694	0	0
HF SINCLAIR CORP	COM	403949100	8,140,421	142,990	SH		SOLE		142,990	0	0
HUDBAY MINERALS INC	COM	443628102	5,290,145	1,086,272	SH		SOLE		1,086,272	0	0
IMPERIAL OIL LTD	COM NEW	453038408	11,819,922	191,913	SH		SOLE		191,913	0	0
KBR INC	COM	48242W106	6,306,580	107,000	SH		SOLE		107,000	0	0
KIMBELL RTY PARTNERS LP	UNIT	49435R102	14,125,472	882,842	SH		SOLE		882,842	0	0
KINETIK HOLDINGS INC	COM NEW CL A	02215L209	680,501	20,163	SH		SOLE		20,163	0	0
LIVENT CORP	COM	53814L108	7,728,684	419,809	SH		SOLE		419,809	0	0
MARATHON OIL CORP	COM	565849106	14,734,007	550,804	SH		SOLE		550,804	0	0
MARATHON PETE CORP	COM	56585A102	30,268,000	200,000	SH	Put	SOLE		200,000	0	0
MYR GROUP INC DEL	COM	55405W104	3,908,444	29,003	SH		SOLE		29,003	0	0
NEXTDECADE CORP	COM	65342K105	16,828,534	3,286,823	SH		SOLE		3,286,823	0	0
NEXTERA ENERGY INC	COM	65339F101	11,458,000	200,000	SH	Call	SOLE		200,000	0	0
NEXTERA ENERGY PARTNERS LP	COM UNIT PART IN	65341B106	8,287,785	279,050	SH		SOLE		279,050	0	0
NISOURCE INC	COM	65473P105	8,320,146	337,121	SH		SOLE		337,121	0	0
NRG ENERGY INC	COM NEW	629377508	14,597,385	378,956	SH		SOLE		378,956	0	0
NUVVE HOLDING CORP	COM	67079Y100	162,592	479,621	SH		SOLE		479,621	0	0
OBSIDIAN ENERGY LTD	COM	674482203	1,448,783	176,251	SH		SOLE		176,251	0	0
OCCIDENTAL PETE CORP	COM	674599105	16,672,668	256,977	SH		SOLE		256,977	0	0
ONEOK INC NEW	COM	682680103	22,200,500	350,000	SH	Call	SOLE		350,000	0	0
ONEOK INC NEW	COM	682680103	31,927,554	503,351	SH		SOLE		503,351	0	0
OPAL FUELS INC	CLASS A COM	68347P103	5,402,898	658,890	SH		SOLE		658,890	0	0
OVINTIV INC	COM	69047Q102	12,695,386	266,878	SH		SOLE		266,878	0	0
PAR PAC HOLDINGS INC	COM NEW	69888T207	2,918,723	81,211	SH		SOLE		81,211	0	0
PERIMETER SOLUTIONS SA	COMMON STOCK	L7579L106	1,154,349	254,262	SH		SOLE		254,262	0	0
PERMIAN RESOURCES CORP	CLASS A COM	71424F105	28,462,430	2,038,856	SH		SOLE		2,038,856	0	0
PHILLIPS 66	COM	718546104	25,899,053	215,556	SH		SOLE		215,556	0	0
PHILLIPS 66	COM	718546104	12,015,000	100,000	SH	Call	SOLE		100,000	0	0
PIEDMONT LITHIUM INC	COM	72016P105	3,709,965	93,450	SH		SOLE		93,450	0	0
PIONEER NAT RES CO	COM	723787107	25,285,392	110,152	SH		SOLE		110,152	0	0
PIONEER NAT RES CO	COM	723787107	22,955,000	100,000	SH	Call	SOLE		100,000	0	0
PLAINS GP HLDGS L P	LTD PARTNR INT A	72651A207	3,912,759	242,727	SH		SOLE		242,727	0	0
PNM RES INC	COM	69349H107	13,469,320	301,935	SH		SOLE		301,935	0	0
POWER & DIGITAL INFRASTRUCTU	*W EXP 12/09/202	73919C118	7,500	75,000	SH		SOLE		75,000	0	0
PPL CORP	COM	69351T106	5,766,004	244,737	SH		SOLE		244,737	0	0
PRIMORIS SVCS CORP	COM	74164F103	7,121,655	217,588	SH		SOLE		217,588	0	0
PYROPHYTE ACQUISITION CORP	*W EXP 05/03/202	G7308P127	1,031	12,500	SH		SOLE		12,500	0	0
RIVIAN AUTOMOTIVE INC	COM CL A	76954A103	253,823	10,454	SH		SOLE		10,454	0	0
SHELL PLC	SPON ADS	780259305	32,823,177	509,835	SH		SOLE		509,835	0	0
SHERWIN WILLIAMS CO	COM	824348106	6,371,149	24,980	SH		SOLE		24,980	0	0
SHOALS TECHNOLOGIES GROUP IN	CL A	82489W107	4,201,114	230,198	SH		SOLE		230,198	0	0
SILVERBOW RES INC	COM	82836G102	7,361,716	205,807	SH		SOLE		205,807	0	0
SOLID POWER INC	CLASS A COM	83422N105	4,316,413	2,136,838	SH		SOLE		2,136,838	0	0
SOUTHERN CO	COM	842587107	5,876,382	90,797	SH		SOLE		90,797	0	0
SOUTHWEST GAS HLDGS INC	COM	844895102	817,529	13,533	SH		SOLE		13,533	0	0
SPIRE INC	COM	84857L101	104,503	1,847	SH		SOLE		1,847	0	0
STEM INC	COM	85859N102	3,728,999	879,481	SH		SOLE		879,481	0	0
SUNNOVA ENERGY INTL INC.	COM	86745K104	2,917,643	278,667	SH		SOLE		278,667	0	0
TARGA RES CORP	COM	87612G101	8,572,000	100,000	SH	Put	SOLE		100,000	0	0
TECK RESOURCES LTD	CL B	878742204	28,930,626	671,400	SH		SOLE		671,400	0	0
TENARIS S A	SPONSORED ADS	88031M109	3,453,690	109,294	SH		SOLE		109,294	0	0
THE LION ELECTRIC COMPANY	COMMON STOCK	536221104	105,783	55,384	SH		SOLE		55,384	0	0
TRANSALTA CORP	COM	89346D107	15,612,136	1,792,078	SH		SOLE		1,792,078	0	0
TRITIUM DCFC LIMITED	ORDINARY SHARES	Q9225T108	19,270	63,640	SH		SOLE		63,640	0	0
UGI CORP NEW	COM	902681105	3,450,000	150,000	SH	Call	SOLE		150,000	0	0
UGI CORP NEW	COM	902681105	2,300,000	100,000	SH	Call	SOLE		100,000	0	0
UGI CORP NEW	COM	902681105	6,900,000	300,000	SH	Call	SOLE		300,000	0	0
UNION PAC CORP	COM	907818108	8,495,240	41,719	SH		SOLE		41,719	0	0
VALERO ENERGY CORP	COM	91913Y100	14,171,000	100,000	SH	Put	SOLE		100,000	0	0
WASTE MGMT INC DEL	COM	94106L109	7,570,170	49,660	SH		SOLE		49,660	0	0
WESCO INTL INC	COM	95082P105	3,667,410	25,500	SH		SOLE		25,500	0	0
WEX INC	COM	96208T104	15,542,441	82,633	SH		SOLE		82,633	0	0

Yaupon Capital Management 13F-HRQuarterly holdings report by institutional manager