# EDGAR Filing Document

**Accession Number:** 0001755028
**File Stem:** 0001013594-23-000214
**Filing Date:** 2023-2
**Character Count:** 12889
**Document Hash:** c0a8b7f8fa09a4f203d10e8c4373987c
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001013594-23-000214.hdr.sgml**: 20230214

**ACCESSION NUMBER**: 0001013594-23-000214

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230214

**DATE AS OF CHANGE**: 20230214

**EFFECTIVENESS DATE**: 20230214

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Yaupon Capital Management LP
- **CENTRAL INDEX KEY:** 0001755028
- **IRS NUMBER:** 830878771
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-19371
- **FILM NUMBER:** 23626829

**BUSINESS ADDRESS:**
- **STREET 1:** 104 W 40TH ST, FLOOR 20
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10018
- **BUSINESS PHONE:** 6467553825

**MAIL ADDRESS:**
- **STREET 1:** 104 W 40TH ST, FLOOR 20
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10018

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Yaupon Capital Management LP<br>**Address:** 104 W 40TH ST FLOOR 20<br>NEW YORK, NY 10018

**Form 13F File Number:** 028-19371

**CRD Number (if applicable):** 000298556

**SEC File Number (if applicable):** 801-114061

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Steve Pattyn<br>**Title:** Managing Member of the General Partner<br>**Phone:** 646-561-9651

**Signature, Place, and Date of Signing:**

/s/ Steve Pattyn  New York, NY  02-14-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 90

**Form 13F Information Table Value Total:** $635178369

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| 5E ADVANCED MATERIALS INC | COMMON STOCK | 33830Q109 |  | 2319320 | 294330 | SH |  | SOLE |  | 294330 | 0 | 0 |
| ALGONQUIN PWR UTILS CORP | COM | 015857105 |  | 13495685 | 2070713 | SH |  | SOLE |  | 2070713 | 0 | 0 |
| ALLIANT ENERGY CORP | COM | 018802108 |  | 14837191 | 268741 | SH |  | SOLE |  | 268741 | 0 | 0 |
| ALTUS POWER INC | COM CL A | 02217A102 |  | 2918541 | 447629 | SH |  | SOLE |  | 447629 | 0 | 0 |
| AMCI ACQUISITION CORP II | CLASS A COM | 00166R100 |  | 1018958 | 102100 | SH |  | SOLE |  | 102100 | 0 | 0 |
| ANTERO RESOURCES CORP | COM | 03674X106 |  | 8155638 | 263170 | SH |  | SOLE |  | 263170 | 0 | 0 |
| APTIV PLC | SHS | G6095L109 |  | 3361993 | 36100 | SH |  | SOLE |  | 36100 | 0 | 0 |
| ASPEN AEROGELS INC | COM | 04523Y105 |  | 7898569 | 669938 | SH |  | SOLE |  | 669938 | 0 | 0 |
| BENSON HILL INC | *W EXP 09/29/202 | 082490111 |  | 21276 | 85070 | SH |  | SOLE |  | 85070 | 0 | 0 |
| CENOVUS ENERGY INC | COM | 15135U109 |  | 15287122 | 787590 | SH |  | SOLE |  | 787590 | 0 | 0 |
| CF INDS HLDGS INC | COM | 125269100 |  | 17040000 | 200000 | SH | Put | SOLE |  | 2000 | 0 | 0 |
| CHAMPIONX CORPORATION | COM | 15872M104 |  | 5063335 | 174658 | SH |  | SOLE |  | 174658 | 0 | 0 |
| CHART INDS INC | COM | 16115Q308 |  | 17151064 | 148842 | SH |  | SOLE |  | 148842 | 0 | 0 |
| CHENIERE ENERGY INC | COM NEW | 16411R208 |  | 3749000 | 25000 | SH |  | SOLE |  | 25000 | 0 | 0 |
| CLEAN ENERGY FUELS CORP | COM | 184499101 |  | 1136975 | 218649 | SH |  | SOLE |  | 218649 | 0 | 0 |
| COMPASS MINERALS INTL INC | COM | 20451N101 |  | 851160 | 20760 | SH |  | SOLE |  | 20760 | 0 | 0 |
| CONSTELLATION ENERGY CORP | COM | 21037T109 |  | 15079508 | 174916 | SH |  | SOLE |  | 174916 | 0 | 0 |
| DARLING INGREDIENTS INC | COM | 237266101 |  | 17215000 | 275044 | SH |  | SOLE |  | 275044 | 0 | 0 |
| DELEK US HLDGS INC NEW | COM | 24665A103 |  | 10349667 | 383321 | SH |  | SOLE |  | 383321 | 0 | 0 |
| DENBURY INC | COM | 24790A101 |  | 19118729 | 219705 | SH |  | SOLE |  | 219705 | 0 | 0 |
| DIAMOND OFFSHORE DRILLING IN | COM | 25271C201 |  | 260000 | 25000 | SH |  | SOLE |  | 25000 | 0 | 0 |
| HF SINCLAIR CORP | COM | 403949100 |  | 5189000 | 100000 | SH | Put | SOLE |  | 2000 | 0 | 0 |
| DT MIDSTREAM INC | COMMON STOCK | 23345M107 |  | 7524865 | 136172 | SH |  | SOLE |  | 136172 | 0 | 0 |
| DTE ENERGY CO | COM | 233331107 |  | 16776585 | 142743 | SH |  | SOLE |  | 142743 | 0 | 0 |
| EMBARK TECHNOLOGY INC | *W EXP 11/10/202 | 29079J111 |  | 3200 | 159987 | SH |  | SOLE |  | 159987 | 0 | 0 |
| ENOVIX CORPORATION | COM | 293594107 |  | 1515876 | 121855 | SH |  | SOLE |  | 121855 | 0 | 0 |
| EQT CORP | COM | 26884L109 |  | 4875106 | 144106 | SH |  | SOLE |  | 144106 | 0 | 0 |
| EQUITRANS MIDSTREAM CORP | COM | 294600101 |  | 4974194 | 742417 | SH |  | SOLE |  | 742417 | 0 | 0 |
| EVERGY INC | COM | 30034W106 |  | 13599362 | 216103 | SH |  | SOLE |  | 216103 | 0 | 0 |
| FIRST RESERVE SUSTAINABLE GW | CLASS A COM | 336169107 |  | 6486180 | 645391 | SH |  | SOLE |  | 645391 | 0 | 0 |
| FIRST RESERVE SUSTAINABLE GW | *W EXP 03/05/202 | 336169115 |  | 191 | 15000 | SH |  | SOLE |  | 15000 | 0 | 0 |
| FIRSTENERGY CORP | COM | 337932107 |  | 6521125 | 155487 | SH |  | SOLE |  | 155487 | 0 | 0 |
| FLOWSERVE CORP | COM | 34354P105 |  | 5237076 | 170700 | SH |  | SOLE |  | 170700 | 0 | 0 |
| FREYR BATTERY | SHS | L4135L100 |  | 5095837 | 587078 | SH |  | SOLE |  | 587078 | 0 | 0 |
| GENERAL MTRS CO | COM | 37045V100 |  | 5961782 | 177223 | SH |  | SOLE |  | 177223 | 0 | 0 |
| GEVO INC | COM PAR | 374396406 |  | 763295 | 401734 | SH |  | SOLE |  | 401734 | 0 | 0 |
| GFL ENVIRONMENTAL INC | SUB VTG SHS | 36168Q104 |  | 12244009 | 418885 | SH |  | SOLE |  | 418885 | 0 | 0 |
| GOGREEN INVESTMENTS CORP | ORD SHS CL A | G9461B101 |  | 5190000 | 500000 | SH |  | SOLE |  | 500000 | 0 | 0 |
| GOGREEN INVESTMENTS CORP | *W EXP 05/31/202 | G9461B119 |  | 82500 | 250000 | SH |  | SOLE |  | 250000 | 0 | 0 |
| HALLIBURTON CO | COM | 406216101 |  | 10286090 | 261400 | SH |  | SOLE |  | 261400 | 0 | 0 |
| KIMBELL RTY PARTNERS LP | UNIT | 49435R102 |  | 14195000 | 850000 | SH |  | SOLE |  | 850000 | 0 | 0 |
| KINETIK HOLDINGS INC | COM NEW CL A | 02215L209 |  | 9562237 | 289064 | SH |  | SOLE |  | 289064 | 0 | 0 |
| KIRBY CORP | COM | 497266106 |  | 6026249 | 93648 | SH |  | SOLE |  | 93648 | 0 | 0 |
| THE LION ELECTRIC COMPANY | COMMON STOCK | 536221104 |  | 718238 | 320642 | SH |  | SOLE |  | 320642 | 0 | 0 |
| MAGNOLIA OIL  GAS CORP | CL A | 559663109 |  | 9380000 | 400000 | SH |  | SOLE |  | 400000 | 0 | 0 |
| MARATHON DIGITAL HOLDINGS IN | NOTE 1.000%12/0 | 565788AB2 |  | 466317 | 2000000 | SH |  | SOLE |  | 2000000 | 0 | 0 |
| MARATHON OIL CORP | COM | 565849106 |  | 11915402 | 440170 | SH |  | SOLE |  | 440170 | 0 | 0 |
| MARATHON PETE CORP | COM | 56585A102 |  | 20460198 | 175790 | SH |  | SOLE |  | 175790 | 0 | 0 |
| MASTEC INC | COM | 576323109 |  | 13120341 | 153760 | SH |  | SOLE |  | 153760 | 0 | 0 |
| NATIONAL ENERGY SERVICES REU | SHS | G6375R107 |  | 1789361 | 257833 | SH |  | SOLE |  | 257833 | 0 | 0 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 13225436 | 158199 | SH |  | SOLE |  | 158199 | 0 | 0 |
| NISOURCE INC | COM | 65473P105 |  | 14009234 | 510913 | SH |  | SOLE |  | 510913 | 0 | 0 |
| NOBLE CORP PLC | ORD SHS A | G65431127 |  | 26397 | 700 | SH |  | SOLE |  | 700 | 0 | 0 |
| NUVVE HOLDING CORP | COM | 67079Y100 |  | 425444 | 634991 | SH |  | SOLE |  | 634991 | 0 | 0 |
| OBSIDIAN ENERGY LTD | COM | 674482203 |  | 1762687 | 265993 | SH |  | SOLE |  | 265993 | 0 | 0 |
| OPAL FUELS INC | CLASS A COM | 68347P103 |  | 335739 | 46118 | SH |  | SOLE |  | 46118 | 0 | 0 |
| OVINTIV INC | COM | 69047Q102 |  | 11113705 | 219162 | SH |  | SOLE |  | 219162 | 0 | 0 |
| PAR PAC HOLDINGS INC | COM NEW | 69888T207 |  | 5020907 | 215953 | SH |  | SOLE |  | 215953 | 0 | 0 |
| PBF ENERGY INC | CL A | 69318G106 |  | 2039000 | 50000 | SH |  | SOLE |  | 50000 | 0 | 0 |
| PERIMETER SOLUTIONS SA | COMMON STOCK | L7579L106 |  | 966436 | 105737 | SH |  | SOLE |  | 105737 | 0 | 0 |
| PIEDMONT LITHIUM INC | COM | 72016P105 |  | 6203915 | 140934 | SH |  | SOLE |  | 140934 | 0 | 0 |
| POWER  DIGITAL INFRASTRUCTU | *W EXP 12/09/202 | 73919C118 |  | 5265 | 75000 | SH |  | SOLE |  | 75000 | 0 | 0 |
| POWER  DIGITAL INFRASTRUCTU | CLASS A COM | 73919C100 |  | 1510500 | 150000 | SH |  | SOLE |  | 150000 | 0 | 0 |
| PUBLIC SVC ENTERPRISE GRP IN | COM | 744573106 |  | 9294659 | 151700 | SH |  | SOLE |  | 151700 | 0 | 0 |
| PYROPHYTE ACQUISITION CORP | UNIT 99/99/9999 | G7308P119 |  | 252750 | 25000 | SH |  | SOLE |  | 25000 | 0 | 0 |
| RANGER OIL CORPORATION | CLASS A COM | 70788V102 |  | 2405585 | 59500 | SH |  | SOLE |  | 59500 | 0 | 0 |
| SAMSARA INC | COM CL A | 79589L106 |  | 2501065 | 201212 | SH |  | SOLE |  | 201212 | 0 | 0 |
| SHELL PLC | SPON ADS | 780259305 |  | 13539863 | 237750 | SH |  | SOLE |  | 237750 | 0 | 0 |
| SHOALS TECHNOLOGIES GROUP IN | CL A | 82489W107 |  | 3050446 | 123650 | SH |  | SOLE |  | 123650 | 0 | 0 |
| SM ENERGY CO | COM | 78454L100 |  | 5003364 | 143651 | SH |  | SOLE |  | 143651 | 0 | 0 |
| SOLAREDGE TECHNOLOGIES INC | COM | 83417M104 |  | 6203613 | 21900 | SH |  | SOLE |  | 21900 | 0 | 0 |
| SOLID POWER INC | CLASS A COM | 83422N105 |  | 2636876 | 1038140 | SH |  | SOLE |  | 1038140 | 0 | 0 |
| SOUTHWEST GAS HLDGS INC | COM | 844895102 |  | 10417684 | 168353 | SH |  | SOLE |  | 168353 | 0 | 0 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 57364500 | 150000 | SH | Put | SOLE |  | 1500 | 0 | 0 |
| STEM INC | COM | 85859N102 |  | 150192 | 16800 | SH |  | SOLE |  | 16800 | 0 | 0 |
| SUNCOR ENERGY INC NEW | COM | 867224107 |  | 8816815 | 277870 | SH |  | SOLE |  | 277870 | 0 | 0 |
| SUNLIGHT FINANCIAL HOLDINGS | *W EXP 07/09/202 | 86738J114 |  | 1561 | 9750 | SH |  | SOLE |  | 9750 | 0 | 0 |
| SUNRUN INC | COM | 86771W105 |  | 2526904 | 105200 | SH |  | SOLE |  | 105200 | 0 | 0 |
| SUSTAINABLE DEVELP ACQU I CO | COM CL A | 86934L103 |  | 483795 | 48091 | SH |  | SOLE |  | 48091 | 0 | 0 |
| SUSTAINABLE DEVELP ACQU I CO | *W EXP 02/04/202 | 86934L111 |  | 962 | 24045 | SH |  | SOLE |  | 24045 | 0 | 0 |
| TARGA RES CORP | COM | 87612G101 |  | 17612144 | 239621 | SH |  | SOLE |  | 239621 | 0 | 0 |
| TECK RESOURCES LTD | CL B | 878742204 |  | 16710729 | 441849 | SH |  | SOLE |  | 441849 | 0 | 0 |
| TETRA TECHNOLOGIES INC DEL | COM | 88162F105 |  | 2422232 | 700067 | SH |  | SOLE |  | 700067 | 0 | 0 |
| VERTEX ENERGY INC | COM | 92534K107 |  | 3458726 | 557859 | SH |  | SOLE |  | 557859 | 0 | 0 |
| VOLTA INC | COM CL A | 92873V102 |  | 106620 | 300000 | SH |  | SOLE |  | 300000 | 0 | 0 |
| WASTE MGMT INC DEL | COM | 94106L109 |  | 12815841 | 81692 | SH |  | SOLE |  | 81692 | 0 | 0 |
| WESTLAKE CORPORATION | COM | 960413102 |  | 7858563 | 76639 | SH |  | SOLE |  | 76639 | 0 | 0 |
| XCEL ENERGY INC | COM | 98389B100 |  | 11603205 | 165500 | SH |  | SOLE |  | 165500 | 0 | 0 |
| ZIMMER ENERGY TRANSITION ACQ | *W EXP 06/16/202 | 989570114 |  | 31667 | 166666 | SH |  | SOLE |  | 166666 | 0 | 0 |
| ZIMMER ENERGY TRANSITION ACQ | COM CL A | 989570106 |  | 4975000 | 500000 | SH |  | SOLE |  | 500000 | 0 | 0 |

---