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
ALLEGRO MICROSYSTEMS INC COM 01749D105 2,643 95,400 SH   SOLE   95,400 0 0
AMERESCO INC CL A 02361E108 9,408 150,000 SH   SOLE   150,000 0 0
AMERICAN SUPERCONDUCTOR CORP SHS NEW 030111207 2,609 150,000 SH   SOLE   150,000 0 0
APTIV PLC SHS G6095L109 2,360 15,000 SH   SOLE   15,000 0 0
AZURE PWR GLOBAL LTD SHS V0393H103 10,491 389,711 SH   SOLE   389,711 0 0
BEAM GLOBAL COM 07373B109 3,537 92,331 SH   SOLE   92,331 0 0
BLINK CHARGING CO COM 09354A100 2,059 50,000 SH   SOLE   50,000 0 0
BLINK CHARGING CO COM 09354A100 4,117 100,000 SH Call SOLE   100,000 0 0
BP PLC SPONSORED ADR 055622104 7,266 275,000 SH   SOLE   275,000 0 0
BUNGE LTD COM G16962105 15,133 193,643 SH   SOLE   193,643 0 0
CANADIAN SOLAR INC COM 136635109 2,466 55,000 SH   SOLE   55,000 0 0
CATERPILLAR INC COM 149123101 4,353 20,000 SH   SOLE   20,000 0 0
CLEAN HARBORS INC COM 184496107 4,657 50,000 SH   SOLE   50,000 0 0
COVANTA HLDG CORP COM 22282E102 13,789 783,030 SH   SOLE   783,030 0 0
DARLING INGREDIENTS INC COM 237266101 11,813 175,000 SH   SOLE   175,000 0 0
DECARBONIZATION PLUS ACQU II COM CL A 242794105 1,626 164,779 SH   SOLE   164,779 0 0
DECARBONIZATION PLUS ACQU II *W EXP 01/19/202 242794113 542 54,925 SH   SOLE   54,925 0 0
DEERE & CO COM 244199105 2,645 7,500 SH   SOLE   7,500 0 0
DEVON ENERGY CORP COM 25179M103 5,108 175,000 SH   SOLE   175,000 0 0
ENERSYS COM 29275Y102 2,443 25,000 SH   SOLE   25,000 0 0
ENPHASE ENERGY INC COM 29355A107 5,968 32,500 SH   SOLE   32,500 0 0
ENPHASE ENERGY INC COM 29355A107 40,399 220,000 SH Call SOLE   220,000 0 0
EXXON MOBIL CORP COM 30231G102 3,154 50,000 SH   SOLE   50,000 0 0
FIRST SOLAR INC COM 336433107 3,620 40,000 SH   SOLE   40,000 0 0
FLUX PWR HLDGS INC COM NEW 344057302 872 75,000 SH   SOLE   75,000 0 0
FORTISTAR SUSTAINABLE SOL CO UNIT 01/14/2026 34962M205 2,052 200,000 SH   SOLE   200,000 0 0
FUSION FUEL GREEN PLC CL A G3R25D118 2,524 175,000 SH   SOLE   175,000 0 0
FUTUREFUEL CORP COM 36116M106 3,840 400,000 SH   SOLE   400,000 0 0
GENERAC HLDGS INC COM 368736104 2,076 5,000 SH   SOLE   5,000 0 0
GENERAL MTRS CO COM 37045V100 2,959 50,000 SH   SOLE   50,000 0 0
GREEN PLAINS INC NOTE 2.250% 3/1 393222AK0 6,470 5,000,000 PRN   SOLE   5,000,000 0 0
HESS CORP COM 42809H107 6,986 80,000 SH   SOLE   80,000 0 0
INNOVIZ TECHNOLOGIES LTD SHS M5R635108 10,570 1,000,000 SH   SOLE   1,000,000 0 0
INVESCO EXCH TRADED FD TR II SOLAR ETF 46138G706 26,799 300,000 SH Put SOLE   300,000 0 0
ISHARES TR GL CLEAN ENE ETF 464288224 45,747 1,950,000 SH Call SOLE   1,950,000 0 0
MONTAUK RENEWABLES INC COM 61218C103 1,724 225,000 SH   SOLE   225,000 0 0
OCCIDENTAL PETE CORP *W EXP 08/03/202 674599162 33,528 1,072,205 SH   SOLE   1,072,205 0 0
ORMAT TECHNOLOGIES INC COM 686688102 2,086 30,000 SH   SOLE   30,000 0 0
OVINTIV INC COM 69047Q102 3,934 125,000 SH   SOLE   125,000 0 0
PERIDOT ACQUISITION CORP SHS CL A G7008A115 15,316 1,257,500 SH   SOLE   1,257,500 0 0
PIONEER NAT RES CO COM 723787107 14,234 87,582 SH   SOLE   87,582 0 0
POLAR PWR INC COM 73102V105 1,874 200,000 SH   SOLE   200,000 0 0
POWER & DIGITAL INFRA ACQ CO UNIT 99/99/9999 739190205 1,263 125,000 SH   SOLE   125,000 0 0
QUANTUMSCAPE CORP COM CL A 74767V109 1,712 58,500 SH   SOLE   58,500 0 0
RENEWABLE ENERGY GROUP INC COM NEW 75972A301 2,494 40,000 SH   SOLE   40,000 0 0
RICE ACQUISITION CORP COM CL A 762594109 1,805 100,000 SH   SOLE   100,000 0 0
RICE ACQUISITION CORP *W EXP 10/26/202 762594117 4,513 250,000 SH   SOLE   250,000 0 0
RICE ACQUISITION CORP II UNIT 99/99/9999 G75529118 4,344 425,000 SH   SOLE   425,000 0 0
ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 8,080 200,000 SH   SOLE   200,000 0 0
SCHLUMBERGER LTD COM STK 806857108 9,603 300,000 SH Put SOLE   300,000 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506 21,548 400,000 SH Call SOLE   400,000 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506 37,709 700,000 SH Put SOLE   700,000 0 0
STEM INC COM 85859N102 1,440 40,000 SH   SOLE   40,000 0 0
SUNNOVA ENERGY INTL INC. COM 86745K104 1,883 50,000 SH   SOLE   50,000 0 0
SUNRUN INC COM 86771W105 4,822 86,440 SH   SOLE   86,440 0 0
SUNRUN INC COM 86771W105 22,312 400,000 SH Call SOLE   400,000 0 0
SUSTAINABLE DEVELP ACQU I CO UNIT 02/04/2026 86934L202 732 71,900 SH   SOLE   71,900 0 0
TARGA RES CORP COM 87612G101 2,000 45,000 SH   SOLE   45,000 0 0
TUSCAN HLDGS CORP COM 90069K104 1,363 100,000 SH   SOLE   100,000 0 0
VALERO ENERGY CORP COM 91913Y100 4,685 60,000 SH   SOLE   60,000 0 0
VINE ENERGY INC CL A 92735P103 10,367 665,000 SH   SOLE   665,000 0 0
VISION MARINE TECHNOLOGIES I COM C96657116 1,472 154,172 SH   SOLE   154,172 0 0
WILLDAN GROUP INC COM 96924N100 4,761 126,499 SH   SOLE   126,499 0 0