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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
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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
3M CO COM 88579Y101   143,171,904 974,887 SH   DFND 1,2,3 974,887 0 0
AIR PRODS & CHEMS INC COM 009158106   91,917,126 311,668 SH   DFND 1,2,3 311,668 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100   18,264,210 3,750,351 SH   DFND 1,2,3 3,750,351 0 0
BOEING CO COM 097023105   8,420,394 49,372 SH   DFND 1,2,3 49,372 0 0
CANGO INC ADS 137586103   5,077,463 1,339,700 SH   DFND 1,2,3 1,339,700 0 0
COGNEX CORP COM 192422103   10,322,403 346,041 SH   DFND 1,2,3 346,041 0 0
CONSTELLATION ENERGY CORP COM 21037T109   139,927,792 693,983 SH   DFND 1,2,3 693,983 0 0
EDISON INTL COM 281020107   25,601,741 434,517 SH   DFND 1,2,3 434,517 0 0
EHANG HLDGS LTD ADS 26853E102   752,041 36,000 SH   DFND 1,2,3 36,000 0 0
ENOVIX CORPORATION COM 293594107   49,271,680 6,712,763 SH   DFND 1,2,3 6,712,763 0 0
ENTERGY CORP NEW COM 29364G103   54,473,287 637,189 SH   DFND 1,2,3 637,189 0 0
EOS ENERGY ENTERPRISES INC COM CL A 29415C101   18,863,251 4,990,278 SH   DFND 1,2,3 4,990,278 0 0
EXELON CORP COM 30161N101   117,274,245 2,545,014 SH   DFND 1,2,3 2,545,014 0 0
FLUENCE ENERGY INC COM CL A 34379V103   2,748,539 566,709 SH   DFND 1,2,3 566,709 0 0
GDS HLDGS LTD SPONSORED ADS 36165L108   1,762,993 69,601 SH   DFND 1,2,3 69,601 0 0
GE VERNOVA INC COM 36828A101   79,972,675 261,965 SH   DFND 1,2,3 261,965 0 0
GENERAL MTRS CO COM 37045V100   20,240,019 430,364 SH   DFND 1,2,3 430,364 0 0
HERC HLDGS INC COM 42704L104   1,618,624 12,055 SH   DFND 1,2,3 12,055 0 0
HESAI GROUP SPONSORED ADS 428050108   945,882 63,911 SH   DFND 1,2,3 63,911 0 0
ISHARES TR 20 YR TR BD ETF 464287432   78,067,328 857,600 SH   DFND 1,2,3 857,600 0 0
JOHNSON CTLS INTL PLC SHS G51502105   62,564,548 780,983 SH   DFND 1,2,3 780,983 0 0
LI AUTO INC SPONSORED ADS 50202M102   24,658,200 978,500 SH   DFND 1,2,3 978,500 0 0
MASTEC INC COM 576323109   85,528,473 732,829 SH   DFND 1,2,3 732,829 0 0
NEXTERA ENERGY INC COM 65339F101   63,431,096 894,782 SH   DFND 1,2,3 894,782 0 0
NEXTRACKER INC CLASS A COM 65290E101   1,129,647 26,807 SH   DFND 1,2,3 26,807 0 0
OPAL FUELS INC CLASS A COM 68347P103   3,312,000 1,800,000 SH   DFND 1,2,3 1,800,000 0 0
PG&E CORP COM 69331C108   36,087,381 2,100,546 SH   DFND 1,2,3 2,100,546 0 0
PPL CORP COM 69351T106   37,319,830 1,033,504 SH   DFND 1,2,3 1,033,504 0 0
QUANTA SVCS INC COM 74762E102   63,495,943 249,807 SH   DFND 1,2,3 249,807 0 0
SES AI CORPORATION *W EXP 12/10/202 78397Q117   13,306 239,752 SH   DFND 1,2,3 239,752 0 0
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107   361,343 108,838 SH   DFND 1,2,3 108,838 0 0
SIGMA LITHIUM CORPORATION COM 826599102   11,059,256 1,063,390 SH   DFND 1,2,3 1,063,390 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   128,100,310 229,000 SH Put DFND 1,2,3 229,000 0 0
STEM INC COM 85859N102   57,235 163,390 SH   DFND 1,2,3 163,390 0 0
SUNRUN INC COM 86771W105   426,462 72,775 SH   DFND 1,2,3 72,775 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   2,049,325 28,384 SH   DFND 1,2,3 28,384 0 0
WALLBOX NV *W EXP 10/01/202 N94209116   822 24,557 SH   DFND 1,2,3 24,557 0 0
XCEL ENERGY INC COM 98389B100   136,032,613 1,921,636 SH   DFND 1,2,3 1,921,636 0 0