The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| AECOM | COM | 00766T100 | BBG000F61RJ8 | 320,460 | 3,000 | SH | DFND | 3,000 | 0 | 0 | ||
| CHENIERE ENERGY INC | COM NEW | 16411R208 | BBG000C3HSR0 | 752,045 | 3,500 | SH | DFND | 3,500 | 0 | 0 | ||
| CLEAN HARBORS INC | COM | 184496107 | BBG000BFRRX8 | 1,104,672 | 4,800 | SH | DFND | 4,800 | 0 | 0 | ||
| CONSTELLATION ENERGY CORP | COM | 21037T109 | BBG014KFRNP7 | 559,275 | 2,500 | SH | DFND | 2,500 | 0 | 0 | ||
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 | BBG000BHGDH5 | 700,310 | 6,500 | SH | DFND | 6,500 | 0 | 0 | ||
| DYCOM INDS INC | COM | 267475101 | BBG000C4SKT1 | 696,240 | 4,000 | SH | DFND | 4,000 | 0 | 0 | ||
| EATON CORP PLC | SHS | G29183103 | BBG000BJ3PD2 | 995,610 | 3,000 | SH | DFND | 3,000 | 0 | 0 | ||
| EMCOR GROUP INC | COM | 29084Q100 | BBG000BBRPL4 | 567,375 | 1,250 | SH | DFND | 1,250 | 0 | 0 | ||
| EMERSON ELEC CO | COM | 291011104 | BBG000BHX7N2 | 433,755 | 3,500 | SH | DFND | 3,500 | 0 | 0 | ||
| FIRST SOLAR INC | COM | 336433107 | BBG000BFL116 | 405,352 | 2,300 | SH | DFND | 2,300 | 0 | 0 | ||
| FLUENCE ENERGY INC | COM CL A | 34379V103 | BBG012QSDSK6 | 397,000 | 25,000 | SH | DFND | 25,000 | 0 | 0 | ||
| GE VERNOVA INC | COM | 36828A101 | BBG013G17W31 | 921,004 | 2,800 | SH | DFND | 2,800 | 0 | 0 | ||
| HUBBELL INC | COM | 443510607 | BBG000BLK267 | 837,780 | 2,000 | SH | DFND | 2,000 | 0 | 0 | ||
| NEXTERA ENERGY INC | COM | 65339F101 | BBG000BJSBJ0 | 1,003,660 | 14,000 | SH | DFND | 14,000 | 0 | 0 | ||
| NEXTRACKER INC | CLASS A COM | 65290E101 | BBG00835TPZ2 | 420,095 | 11,500 | SH | DFND | 11,500 | 0 | 0 | ||
| PARKER-HANNIFIN CORP | COM | 701094104 | BBG000BR3KL6 | 763,236 | 1,200 | SH | DFND | 1,200 | 0 | 0 | ||
| POWELL INDS INC | COM | 739128106 | BBG000BRGWN4 | 498,713 | 2,250 | SH | DFND | 2,250 | 0 | 0 | ||
| PRIMORIS SVCS CORP | COM | 74164F103 | BBG000BBLPH5 | 764,000 | 10,000 | SH | DFND | 10,000 | 0 | 0 | ||
| QUANTA SVCS INC | COM | 74762E102 | BBG000BBL8V7 | 790,125 | 2,500 | SH | DFND | 2,500 | 0 | 0 | ||
| REPUBLIC SVCS INC | COM | 760759100 | BBG000BPXVJ6 | 301,770 | 1,500 | SH | DFND | 1,500 | 0 | 0 | ||
| SOUTHERN CO | COM | 842587107 | BBG000BT9DW0 | 288,120 | 3,500 | SH | DFND | 3,500 | 0 | 0 | ||
| WASTE CONNECTIONS INC | COM | 94106B101 | BBG000FLHZZ2 | 343,160 | 2,000 | SH | DFND | 2,000 | 0 | 0 | ||
| WASTE MGMT INC DEL | COM | 94106L109 | BBG000BWVSR1 | 908,055 | 4,500 | SH | DFND | 4,500 | 0 | 0 | ||