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
Estimated average burden
hours per response: 23.8
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
ADECOAGRO S A COM L00849106 1,307 130,225 SH   SOLE   130,225 0 0
AES CORP COM 00130H105 5,285 202,730 SH   SOLE   202,730 0 0
ALLETE INC COM NEW 018522300 1,631 23,300 SH   SOLE   23,300 0 0
AMERESCO INC CL A 02361E108 2,606 41,554 SH   SOLE   41,554 0 0
AVANGRID INC COM 05351W103 1,985 38,603 SH   SOLE   38,603 0 0
CASELLA WASTE SYS INC CL A 147448104 1,256 19,796 SH   SOLE   19,796 0 0
CLEAN HARBORS INC COM 184496107 2,239 24,040 SH   SOLE   24,040 0 0
CLEARWAY ENERGY INC CL C 18539C204 2,937 110,907 SH   SOLE   110,907 0 0
CREE INC COM 225447101 5,512 56,280 SH   SOLE   56,280 0 0
DTE ENERGY CO COM 233331107 4,128 31,850 SH   SOLE   31,850 0 0
ENPHASE ENERGY INC COM 29355A107 7,600 41,386 SH   SOLE   41,386 0 0
ENTERGY CORP NEW COM 29364G103 841 8,435 SH   SOLE   8,435 0 0
FIRST SOLAR INC COM 336433107 6,392 70,622 SH   SOLE   70,622 0 0
GENMAB A/S SPONSORED ADS 372303206 2,367 57,968 SH   SOLE   57,968 0 0
GIBRALTAR INDS INC COM 374689107 1,579 20,697 SH   SOLE   20,697 0 0
IRSA INVERSIONES Y REP S A *W EXP 05/25/202 P5880C134 737 3,879,470 SH   SOLE   3,879,470 0 0
IRSA INVERSIONES Y REP S A GLOBL DEP RCPT 450047204 11,304 3,046,833 SH   SOLE   3,046,833 0 0
IRSA PROPIEDADES COMERCIALES SPONSORED ADR 463588103 3,012 284,148 SH   SOLE   284,148 0 0
ISHARES INC MSCI BRAZIL ETF 464286400 58,378 1,440,000 SH Call SOLE   1,440,000 0 0
NEXTERA ENERGY INC COM 65339F101 5,440 74,235 SH   SOLE   74,235 0 0
ORMAT TECHNOLOGIES INC COM 686688102 3,604 51,832 SH   SOLE   51,832 0 0
PINNACLE WEST CAP CORP COM 723484101 1,145 13,965 SH   SOLE   13,965 0 0
RENEWABLE ENERGY GROUP INC COM NEW 75972A301 911 14,613 SH   SOLE   14,613 0 0
REPUBLIC SVCS INC COM 760759100 1,750 15,912 SH   SOLE   15,912 0 0
REXNORD CORP COM 76169B102 1,740 34,782 SH   SOLE   34,782 0 0
SEMTECH CORP COM 816850101 2,085 30,307 SH   SOLE   30,307 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 6,249 22,612 SH   SOLE   22,612 0 0
SOUTHWEST GAS HLDGS INC COM 844895102 1,302 19,666 SH   SOLE   19,666 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 21,403 50,000 SH Put SOLE   50,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 2,140 5,000 SH   SOLE   5,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 138,049 322,500 SH Call SOLE   322,500 0 0
SUNNOVA ENERGY INTL INC. COM 86745K104 5,130 136,227 SH   SOLE   136,227 0 0
SUNPOWER CORP COM 867652406 5,283 180,807 SH   SOLE   180,807 0 0
SUNRUN INC COM 86771W105 6,419 115,080 SH   SOLE   115,080 0 0
TESLA INC COM 88160R101 436 642 SH   SOLE   642 0 0
TETRA TECH INC NEW COM 88162G103 2,768 22,678 SH   SOLE   22,678 0 0
TPI COMPOSITES INC COM 87266J104 2,533 52,311 SH   SOLE   52,311 0 0
WASTE MGMT INC DEL COM 94106L109 1,477 10,542 SH   SOLE   10,542 0 0