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
21VIANET GROUP INC SPONSORED ADS A 90138A103 24,368 1,052,151 SH   DFND 1,2,3 1,052,151 0 0
AECOM COM 00766T100 11,955 285,737 SH   DFND 1,2,3 285,737 0 0
AES CORP COM 00130H105 141,235 7,798,746 SH   DFND 1,2,3 7,798,746 0 0
ALLEGIANT TRAVEL CO COM 01748X102 3,125 26,083 SH   DFND 1,2,3 26,083 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 548 44,616 SH   DFND 1,2,3 44,616 0 0
CANADIAN SOLAR INC COM 136635109 22,540 642,159 SH   DFND 1,2,3 642,159 0 0
CEMEX SAB DE CV SPON ADR NEW 151290889 65,943 17,353,315 SH   DFND 1,2,3 17,353,315 0 0
CHINDATA GROUP HLDGS LTD ADS 16955F107 1,623 100,000 SH   DFND 1,2,3 100,000 0 0
CLEARWAY ENERGY INC CL C 18539C204 25,604 949,711 SH   DFND 1,2,3 949,711 0 0
COVANTA HLDG CORP COM 22282E102 17,701 2,283,977 SH   DFND 1,2,3 2,283,977 0 0
DAQO NEW ENERGY CORP SPNSRD ADR NEW 23703Q203 34,918 258,192 SH   DFND 1,2,3 258,192 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 3,931 128,564 SH   DFND 1,2,3 128,564 0 0
ENPHASE ENERGY INC COM 29355A107 97,309 1,178,220 SH   DFND 1,2,3 1,178,220 0 0
ETF SER SOLUTIONS US GLB JETS 26922A842 23,243 1,375,355 SH   DFND 1,2,3 1,375,355 0 0
F M C CORP COM NEW 302491303 10,055 94,938 SH   DFND 1,2,3 94,938 0 0
FIRSTENERGY CORP COM 337932107 76,443 2,662,578 SH   DFND 1,2,3 2,662,578 0 0
FORTERRA INC COM 34960W106 55,586 4,702,730 SH   DFND 1,2,3 4,702,730 0 0
GCP APPLIED TECHNOLOGIES INC COM 36164Y101 8,481 404,839 SH   DFND 1,2,3 404,839 0 0
GFL ENVIRONMENTAL INC SUB VTG SHS 36168Q104 3,569 167,890 SH   DFND 1,2,3 167,890 0 0
H & E EQUIPMENT SERVICES INC COM 404030108 5,159 262,415 SH   DFND 1,2,3 262,415 0 0
HERC HLDGS INC COM 42704L104 25,753 650,176 SH   DFND 1,2,3 650,176 0 0
INVESCO EXCH TRADED FD TR II SOLAR ETF 46138G706 12,900 199,100 SH   DFND 1,2,3 199,100 0 0
ISHARES INC MSCI BRAZIL ETF 464286400 11,389 411,744 SH   DFND 1,2,3 411,744 0 0
ISHARES TR 20 YR TR BD ETF 464287432 119,996 735,000 SH Put DFND 1,2,3 735,000 0 0
LI AUTO INC SPONSORED ADS 50202M102 19,946 1,146,994 SH   DFND 1,2,3 1,146,994 0 0
MARTIN MARIETTA MATLS INC COM 573284106 23,631 100,404 SH   DFND 1,2,3 100,404 0 0
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 66,444 1,108,145 SH   DFND 1,2,3 1,108,145 0 0
NIO INC SPON ADS 62914V106 76,439 3,602,203 SH   DFND 1,2,3 3,602,203 0 0
PG&E CORP COM 69331C108 69,971 7,451,646 SH   DFND 1,2,3 7,451,646 0 0
PPL CORP COM 69351T106 80,038 2,941,509 SH   DFND 1,2,3 2,941,509 0 0
QUANTA SVCS INC COM 74762E102 38,620 730,603 SH   DFND 1,2,3 730,603 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 15,437 64,767 SH   DFND 1,2,3 64,767 0 0
SOUTHWEST AIRLS CO COM 844741108 3,982 106,190 SH   DFND 1,2,3 106,190 0 0
SUNNOVA ENERGY INTL INC. COM 86745K104 92,211 3,032,267 SH   DFND 1,2,3 3,032,267 0 0
SUNPOWER CORP COM 867652406 7,067 564,900 SH   DFND 1,2,3 564,900 0 0
SUNRUN INC COM 86771W105 59,505 772,085 SH   DFND 1,2,3 772,085 0 0
SWITCHBACK ENERGY ACQUISTN C COM CL A 87105M102 7,691 493,000 SH   DFND 1,2,3 493,000 0 0
TPI COMPOSITES INC COM 87266J104 13,776 475,699 SH   DFND 1,2,3 475,699 0 0
UNITED AIRLS HLDGS INC COM 910047109 3,528 101,539 SH   DFND 1,2,3 101,539 0 0
VULCAN MATLS CO COM 929160109 41,332 304,946 SH   DFND 1,2,3 304,946 0 0
XPO LOGISTICS INC COM 983793100 25,533 301,599 SH   DFND 1,2,3 301,599 0 0