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
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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
AMERESCO INC CL A 02361E108   10,176,177 178,092 SH   SOLE   178,092 0 0
APA CORPORATION COM 03743Q108   3,501,000 75,000 SH   SOLE   75,000 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100   1,933,000 100,000 SH Call SOLE   100,000 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100   15,380,301 795,670 SH   SOLE   795,670 0 0
ASPEN AEROGELS INC COM 04523Y105   6,917,370 586,715 SH   SOLE   586,715 0 0
ATKORE INC COM 047649108   15,023,613 132,460 SH   SOLE   132,460 0 0
BLOOM ENERGY CORP COM CL A 093712107   1,434,000 75,000 SH   SOLE   75,000 0 0
BORGWARNER INC COM 099724106   3,376,975 83,900 SH   SOLE   83,900 0 0
BROADWIND INC COM NEW 11161T207   78,860 44,056 SH   SOLE   44,056 0 0
BUNGE LIMITED COM G16962105   4,489,650 45,000 SH   SOLE   45,000 0 0
CHART INDS INC 6.75DP CNV PFD B 16115Q407   5,028,181 100,000 SH   SOLE   100,000 0 0
CHART INDS INC COM 16115Q308   15,267,975 132,500 SH   SOLE   132,500 0 0
CHESAPEAKE ENERGY CORP COM 165167735   1,940,247 20,560 SH   SOLE   20,560 0 0
CLEAN ENERGY FUELS CORP COM 184499101   1,485,900 285,750 SH   SOLE   285,750 0 0
CLEARWAY ENERGY INC CL C 18539C204   9,984,871 313,300 SH   SOLE   313,300 0 0
CONOCOPHILLIPS COM 20825C104   14,637,900 124,050 SH   SOLE   124,050 0 0
DENBURY INC COM 24790A101   8,266,900 95,000 SH   SOLE   95,000 0 0
EATON CORP PLC SHS G29183103   10,795,021 68,780 SH   SOLE   68,780 0 0
ENOVIX CORPORATION COM 293594107   1,913,148 153,790 SH   SOLE   153,790 0 0
ENPHASE ENERGY INC COM 29355A107   5,166,720 19,500 SH   SOLE   19,500 0 0
EXXON MOBIL CORP COM 30231G102   7,394,512 67,040 SH   SOLE   67,040 0 0
FIRST SOLAR INC COM 336433107   24,236,022 161,800 SH   SOLE   161,800 0 0
FLEX LTD ORD Y2573F102   7,368,506 343,360 SH   SOLE   343,360 0 0
FREYR BATTERY SHS L4135L100   3,699,572 426,218 SH   SOLE   426,218 0 0
FTC SOLAR INC COM 30320C103   4,114,947 1,535,428 SH   SOLE   1,535,428 0 0
HANNON ARMSTRONG SUST INFR C COM 41068X100   6,111,882 210,900 SH   SOLE   210,900 0 0
HERC HLDGS INC COM 42704L104   3,947,100 30,000 SH   SOLE   30,000 0 0
HESS CORP COM 42809H107   3,970,960 28,000 SH   SOLE   28,000 0 0
ISHARES TR GL CLEAN ENE ETF 464288224   39,700,000 2,000,000 SH Call SOLE   2,000,000 0 0
ISHARES TR GL CLEAN ENE ETF 464288224   16,332,580 822,800 SH   SOLE   822,800 0 0
LI-CYCLE HOLDINGS CORP COMMON SHARES 50202P105   443,156 93,100 SH   SOLE   93,100 0 0
MASTEC INC COM 576323109   14,506,100 170,000 SH   SOLE   170,000 0 0
MAXEON SOLAR TECHNOLOGIES LT SHS Y58473102   8,716,822 542,766 SH   SOLE   542,766 0 0
MICROVAST HOLDINGS INC COM 59516C106   1,659,438 1,084,600 SH   SOLE   1,084,600 0 0
NAVITAS SEMICONDUCTOR CORP COM 63942X106   1,057,563 301,300 SH   SOLE   301,300 0 0
NEW FORTRESS ENERGY INC COM CL A 644393100   7,586,393 178,840 SH   SOLE   178,840 0 0
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106   9,027,592 128,800 SH   SOLE   128,800 0 0
PACCAR INC COM 693718108   22,268,250 225,000 SH Put SOLE   225,000 0 0
RICE ACQUISITION CORP II *W EXP 99/99/999 G75529126   1,080,552 106,249 SH   SOLE   106,249 0 0
ROCKWELL AUTOMATION INC COM 773903109   5,985,927 23,240 SH   SOLE   23,240 0 0
SCHLUMBERGER LTD COM STK 806857108   21,384,000 400,000 SH Put SOLE   400,000 0 0
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107   5,777,714 234,200 SH   SOLE   234,200 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104   43,906,850 155,000 SH Call SOLE   155,000 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104   25,038,235 88,390 SH   SOLE   88,390 0 0
SOUTHWESTERN ENERGY CO COM 845467109   2,069,145 353,700 SH   SOLE   353,700 0 0
SPDR SER TR S&P OILGAS EXP 78468R556   13,588,000 100,000 SH Put SOLE   100,000 0 0
STEM INC COM 85859N102   2,693,622 301,300 SH   SOLE   301,300 0 0
SUNRUN INC NOTE 2/0 86771WAB1   6,982,600 10,000,000 SH   SOLE   10,000,000 0 0
SUSTAINABLE DEVELP ACQU I CO *W EXP 02/04/202 86934L111   361,647 35,949 SH   SOLE   35,949 0 0
TPI COMPOSITES INC COM 87266J104   7,710,253 760,380 SH   SOLE   760,380 0 0
TRITIUM DCFC LIMITED *W EXP 01/13/202 Q9225T116   92,274 54,925 SH   SOLE   54,925 0 0
UNITED RENTALS INC COM 911363109   4,368,112 12,290 SH   SOLE   12,290 0 0
VALERO ENERGY CORP COM 91913Y100   4,843,515 38,180 SH   SOLE   38,180 0 0
VERMILION ENERGY INC COM 923725105   4,154,013 234,690 SH   SOLE   234,690 0 0
VIPER ENERGY PARTNERS LP COM UNT RP INT 92763M105   2,543,200 80,000 SH   SOLE   80,000 0 0