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
AECOM COM 00766T100 28,597 452,847 SH   DFND 1,2,3 452,847 0 0
AES CORP COM 00130H105 60,500 2,650,000 SH Call DFND 1,2,3 2,650,000 0 0
AES CORP COM 00130H105 226,152 9,905,917 SH   DFND 1,2,3 9,905,917 0 0
ALBEMARLE CORP COM 012653101 24,323 111,078 SH   DFND 1,2,3 111,078 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100 32,633 1,762,025 SH   DFND 1,2,3 1,762,025 0 0
BAKER HUGHES CL A 05722G100 423 17,123 SH   DFND 1,2,3 17,123 0 0
BENSON HILL INC *W EXP 99/99/999 082490111 453 313,706 SH   DFND 1,2,3 313,706 0 0
BENSON HILL INC COMMON STOCK 082490103 235 32,928 SH   DFND 1,2,3 32,928 0 0
BLACKBERRY LTD COM 09228F103 7,768 798,336 SH   DFND 1,2,3 798,336 0 0
BLUESCAPE OPPORTUNITIES ACQU *W EXP 10/28/202 G1195N113 1,272 1,259,434 SH   DFND 1,2,3 1,259,434 0 0
BLUESCAPE OPPORTUNITIES ACQU SHS G1195N105 24,617 2,511,945 SH   DFND 1,2,3 2,511,945 0 0
BROADSCALE ACQUISITION CORP *W EXP 02/02/202 11134Y119 55 73,012 SH   DFND 1,2,3 73,012 0 0
BROADSCALE ACQUISITION CORP COM CL A 11134Y101 2,841 292,052 SH   DFND 1,2,3 292,052 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 56,434 1,090,302 SH   DFND 1,2,3 1,090,302 0 0
CEMEX SAB DE CV SPON ADR NEW 151290889 28,067 3,914,441 SH   DFND 1,2,3 3,914,441 0 0
CHARGEPOINT HOLDINGS INC COM CL A 15961R105 22,069 1,104,020 SH   DFND 1,2,3 1,104,020 0 0
CLEARWAY ENERGY INC CL C 18539C204 26,017 859,502 SH   DFND 1,2,3 859,502 0 0
CONSOLIDATED EDISON INC COM 209115104 98,463 1,356,426 SH   DFND 1,2,3 1,356,426 0 0
COVANTA HLDG CORP COM 22282E102 29,445 1,463,458 SH   DFND 1,2,3 1,463,458 0 0
DECARBONIZATION PLUS ACQU II *W EXP 01/19/202 242794113 281 227,151 SH   DFND 1,2,3 227,151 0 0
DECARBONIZATION PLUS ACQU II COM CL A 242794105 6,726 681,455 SH   DFND 1,2,3 681,455 0 0
ECP ENVIRONMENTAL GW OPT COR *W EXP 03/01/202 26829T118 100 121,687 SH   DFND 1,2,3 121,687 0 0
ECP ENVIRONMENTAL GW OPT COR COM CL A 26829T100 4,809 486,753 SH   DFND 1,2,3 486,753 0 0
EDISON INTL COM 281020107 52,025 937,893 SH   DFND 1,2,3 937,893 0 0
ENOVIX CORPORATION *W EXP 11/30/202 293594115 13,038 1,512,498 SH   DFND 1,2,3 1,512,498 0 0
ENOVIX CORPORATION COM 293594107 97,621 5,167,853 SH   DFND 1,2,3 5,167,853 0 0
EXELON CORP COM 30161N101 196,262 4,060,038 SH   DFND 1,2,3 4,060,038 0 0
FARADAY FUTRE INTLGT ELCTR I COM 307359109 14,160 1,500,000 SH   DFND 1,2,3 1,500,000 0 0
FUELCELL ENERGY INC COM 35952H601 11,471 1,714,621 SH   DFND 1,2,3 1,714,621 0 0
GENERAC HLDGS INC COM 368736104 57,603 140,952 SH   DFND 1,2,3 140,952 0 0
GENERAL MTRS CO COM 37045V100 26,140 495,923 SH   DFND 1,2,3 495,923 0 0
GRAFTECH INTL LTD COM 384313508 10,452 1,012,814 SH   DFND 1,2,3 1,012,814 0 0
GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101 19,859 253,180 SH   DFND 1,2,3 253,180 0 0
HALLIBURTON CO COM 406216101 447 20,684 SH   DFND 1,2,3 20,684 0 0
HERC HLDGS INC COM 42704L104 86,867 531,428 SH   DFND 1,2,3 531,428 0 0
IVANHOE CAPITAL ACQUISTIN CO *W EXP 01/08/202 G4R87P106 355 244,027 SH   DFND 1,2,3 244,027 0 0
IVANHOE CAPITAL ACQUISTIN CO COM CL A G4R87P114 7,248 732,083 SH   DFND 1,2,3 732,083 0 0
KENSINGTON CAPITAL ACQUISITI *W EXP 02/23/202 49006L112 29 25,000 SH   DFND 1,2,3 25,000 0 0
KENSINGTON CAPITAL ACQUISITI COM CL A 49006L104 1,000 100,000 SH   DFND 1,2,3 100,000 0 0
MASTEC INC COM 576323109 72,783 843,562 SH   DFND 1,2,3 843,562 0 0
MICROVAST HOLDINGS INC COM 59516C106 16,440 2,000,000 SH   DFND 1,2,3 2,000,000 0 0
MP MATERIALS CORP COM CL A 553368101 13,813 428,571 SH   DFND 1,2,3 428,571 0 0
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 74,799 992,561 SH   DFND 1,2,3 992,561 0 0
PG&E CORP COM 69331C108 106,575 11,101,592 SH   DFND 1,2,3 11,101,592 0 0
PLUG POWER INC COM NEW 72919P202 33,152 1,298,051 SH   DFND 1,2,3 1,298,051 0 0
QUANTA SVCS INC COM 74762E102 108,909 956,850 SH   DFND 1,2,3 956,850 0 0
SCHLUMBERGER LTD COM STK 806857108 432 14,606 SH   DFND 1,2,3 14,606 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 10,717 167,774 SH   DFND 1,2,3 167,774 0 0
SUNLIGHT FINANCIAL HOLDINGS COM 86738J106 3,970 747,727 SH   DFND 1,2,3 747,727 0 0
SUNNOVA ENERGY INTL INC. COM 86745K104 48,550 1,473,891 SH   DFND 1,2,3 1,473,891 0 0
SWITCHBACK II CORPORATION *W EXP 01/07/202 G8633T107 343 242,247 SH   DFND 1,2,3 242,247 0 0
SWITCHBACK II CORPORATION COM CL A G8633T115 12,064 1,211,235 SH   DFND 1,2,3 1,211,235 0 0
VANECK ETF TRUST OIL SERVICES ETF 92189H607 19,957 101,300 SH   DFND 1,2,3 101,300 0 0
VISTRA CORP COM 92840M102 22,000 1,286,538 SH   DFND 1,2,3 1,286,538 0 0
XPO LOGISTICS INC COM 983793100 40,068 503,497 SH   DFND 1,2,3 503,497 0 0
ZIMMER ENERGY TRANSITION ACQ *W EXP 06/16/202 989570114 890 1,000,000 SH   DFND 1,2,3 1,000,000 0 0
ZIMMER ENERGY TRANSITION ACQ COM CL A 989570106 29,190 3,000,000 SH   DFND 1,2,3 3,000,000 0 0