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

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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   76,732,120 750,877 SH   DFND 1,2,3 750,877 0 0
AES CORP COM 00130H105   66,493,736 3,784,504 SH   DFND 1,2,3 3,784,504 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100   24,338,067 345,613 SH   DFND 1,2,3 345,613 0 0
BLOOM ENERGY CORP COM CL A 093712107   32,349,205 3,152,944 SH   DFND 1,2,3 3,152,944 0 0
CEMEX SAB DE CV SPON ADR NEW 151290889   17,003,735 1,389,194 SH   DFND 1,2,3 1,389,194 0 0
CONSTELLATION ENERGY CORP COM 21037T109   1,970,153 306,400 SH   DFND 1,2,3 306,400 0 0
CRH PLC ORD G25508105   1,803,653 92,590 SH   DFND 1,2,3 92,590 0 0
DIGITAL RLTY TR INC COM 253868103   208,600,031 1,041,594 SH   DFND 1,2,3 1,041,594 0 0
EATON CORP PLC SHS G29183103   33,480,369 446,524 SH   DFND 1,2,3 446,524 0 0
EDISON INTL COM 281020107   29,312,351 192,781 SH   DFND 1,2,3 192,781 0 0
EMERSON ELEC CO COM 291011104   31,100,674 317,451 SH   DFND 1,2,3 317,451 0 0
ENOVIX CORPORATION COM 293594107   1,654,290 5,276 SH   DFND 1,2,3 5,276 0 0
ENPHASE ENERGY INC COM 29355A107   85,002,430 1,183,713 SH   DFND 1,2,3 1,183,713 0 0
ENTERGY CORP NEW COM 29364G103   1,566,805 14,223 SH   DFND 1,2,3 14,223 0 0
EOS ENERGY ENTERPRISES INC COM CL A 29415C101   89,704,517 5,802,362 SH   DFND 1,2,3 5,802,362 0 0
EQUINIX INC COM 29444U700   13,665,754 137,055 SH   DFND 1,2,3 137,055 0 0
EVERSOURCE ENERGY COM 30040W108   62,259,020 581,860 SH   DFND 1,2,3 581,860 0 0
FIRST SOLAR INC COM 336433107   9,740,592 7,669,757 SH   DFND 1,2,3 7,669,757 0 0
FLUENCE ENERGY INC COM CL A 34379V103   24,203,634 31,990 SH   DFND 1,2,3 31,990 0 0
GE VERNOVA LLC COM 36828A101   29,379,092 1,694,296 SH   DFND 1,2,3 1,694,296 0 0
GENERAL ELECTRIC CO COM NEW 369604301   52,337,852 329,231 SH   DFND 1,2,3 329,231 0 0
GOODYEAR TIRE & RUBR CO COM 382550101   129,544,762 755,319 SH   DFND 1,2,3 755,319 0 0
HERC HLDGS INC COM 42704L104   49,866,455 374,120 SH   DFND 1,2,3 374,120 0 0
INVESCO EXCH TRADED FD TR II SOLAR ETF 46138G706   29,716,411 447,065 SH   DFND 1,2,3 447,065 0 0
JOHNSON CTLS INTL PLC SHS G51502105   153,245,522 1,432,335 SH   DFND 1,2,3 1,432,335 0 0
MASTEC INC COM 576323109   103,570 121,419 SH   DFND 1,2,3 121,419 0 0
MAXEON SOLAR TECHNOLOGIES LT SHS Y58473102   23,821,088 1,083,762 SH   DFND 1,2,3 1,083,762 0 0
NEW FORTRESS ENERGY INC COM CL A 644393100   61,467,187 868,058 SH   DFND 1,2,3 868,058 0 0
NEXTRACKER INC CLASS A COM 65290E101   15,190,246 324,024 SH   DFND 1,2,3 324,024 0 0
NIO INC SPON ADS 62914V106   120,358 28,932 SH   DFND 1,2,3 28,932 0 0
OPAL FUELS INC CLASS A COM 68347P103   1,148,078 14,986 SH   DFND 1,2,3 14,986 0 0
PG&E CORP COM 69331C108   7,362,000 1,800,000 SH   DFND 1,2,3 1,800,000 0 0
PPL CORP COM 69351T106   75,182,883 4,306,007 SH   DFND 1,2,3 4,306,007 0 0
QUANTA SVCS INC COM 74762E102   72,502,226 2,622,142 SH   DFND 1,2,3 2,622,142 0 0
ROCKWELL AUTOMATION INC COM 773903109   104,779,347 412,371 SH   DFND 1,2,3 412,371 0 0
SES AI CORPORATION *W EXP 12/10/202 78397Q117   1,496,697 5,437 SH   DFND 1,2,3 5,437 0 0
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107   11,232 239,752 SH   DFND 1,2,3 239,752 0 0
SIGMA LITHIUM CORPORATION COM 826599102   483,931 77,553 SH   DFND 1,2,3 77,553 0 0
STELLANTIS N.V SHS N82405106   21,696,177 1,803,506 SH   DFND 1,2,3 1,803,506 0 0
STEM INC COM 85859N102   138,949 125,180 SH   DFND 1,2,3 125,180 0 0
SUNNOVA ENERGY INTL INC. COM 86745K104   16,767,554 3,004,938 SH   DFND 1,2,3 3,004,938 0 0
SUNRUN INC COM 86771W105   667,729 56,301 SH   DFND 1,2,3 56,301 0 0
UBER TECHNOLOGIES INC COM 90353T100   30,744,658 423,014 SH   DFND 1,2,3 423,014 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   146,764,113 1,695,323 SH   DFND 1,2,3 1,695,323 0 0
VISTRA CORP COM 92840M102   108,557,488 1,262,590 SH   DFND 1,2,3 1,262,590 0 0
WALLBOX NV *W EXP 10/01/202 N94209116   2,822 24,557 SH   DFND 1,2,3 24,557 0 0
XPENG INC ADS 98422D105   129,785 17,706 SH   DFND 1,2,3 17,706 0 0