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
ALTUS POWER INC COM CL A 02217A102   1,661,625 316,500 SH   SOLE   316,500 0 0
AMERESCO INC CL A 02361E108   5,344,416 138,600 SH   SOLE   138,600 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100   8,554,245 385,500 SH   SOLE   385,500 0 0
ATKORE INC COM 047649108   8,751,485 58,660 SH   SOLE   58,660 0 0
ATLANTICA SUSTAINABLE INFR P SHS G0751N103   10,365,570 542,700 SH   SOLE   542,700 0 0
ATS Corporation COM 00217Y104   12,633,780 218,200 SH   SOLE   218,200 0 0
BELDEN INC COM 077454106   12,924,376 133,862 SH   SOLE   133,862 0 0
BLOOM ENERGY CORP COM CL A 093712107   2,877,420 217,000 SH   SOLE   217,000 0 0
CLEAN ENERGY FUELS CORP COM 184499101   16,156,721 4,218,465 SH   SOLE   4,218,465 0 0
CLEARWAY ENERGY INC CL C 18539C204   4,671,557 220,773 SH   SOLE   220,773 0 0
COOL CO LTD COMMON SHARES G2415A113   25,036,440 171,600 SH   SOLE   171,600 0 0
COTERRA ENERGY INC COM 127097103   2,764,510 102,200 SH   SOLE   102,200 0 0
DAQO NEW ENERGY CORP SPNSRD ADS NEW 23703Q203   6,850,101 226,300 SH   SOLE   226,300 0 0
EMERSON ELEC CO COM 291011104   1,062,270 11,000 SH   SOLE   11,000 0 0
ENERSYS COM 29275Y102   5,282,586 55,800 SH   SOLE   55,800 0 0
ENLIGHT RENEWABLE ENERGY LTD SHS M4056D110   3,624,390 231,000 SH   SOLE   231,000 0 0
ENVIVA INC COM 29415B103   9,529,479 1,275,700 SH   SOLE   1,275,700 0 0
EQT CORP COM 26884L109   4,386,698 108,100 SH   SOLE   108,100 0 0
EXXON MOBIL CORP COM 30231G102   2,375,116 20,200 SH   SOLE   20,200 0 0
FERRARI N V COM N3167Y103   2,364,320 8,000 SH   SOLE   8,000 0 0
FIRST SOLAR INC COM 336433107   11,812,229 73,100 SH   SOLE   73,100 0 0
FREYR BATTERY SHS L4135L100   1,524,389 311,736 SH   SOLE   311,736 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109   4,218,747 15,700 SH   SOLE   15,700 0 0
HESS CORP COM 42809H107   6,701,400 43,800 SH   SOLE   43,800 0 0
INNOVIZ TECHNOLOGIES LTD SHS M5R635108   642,525 329,500 SH   SOLE   329,500 0 0
ISHARES TR GL CLEAN ENE ETF 464288224   14,620,000 1,000,000 SH Call SOLE   1,000,000 0 0
ISHARES TR GL CLEAN ENE ETF 464288224   15,351,000 1,050,000 SH Put SOLE   1,050,000 0 0
ITRON INC COM 465741106   11,380,559 187,860 SH   SOLE   187,860 0 0
MASTEC INC COM 576323109   14,710,092 204,392 SH   SOLE   204,392 0 0
NET POWER INC *W EXP 06/08/202 64107A113   1,604,360 106,249 SH   SOLE   106,249 0 0
NEXTRACKER INC CLASS A COM 65290E101   3,725,201 92,759 SH   SOLE   92,759 0 0
NVENT ELECTRIC PLC SHS G6700G107   9,437,519 178,100 SH   SOLE   178,100 0 0
NXP SEMICONDUCTORS N V COM N6596X109   2,998,800 15,000 SH   SOLE   15,000 0 0
OCCIDENTAL PETE CORP COM 674599105   8,804,216 135,700 SH   SOLE   135,700 0 0
PBF ENERGY INC CL A 69318G106   3,506,215 65,500 SH   SOLE   65,500 0 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105   3,517,920 252,000 SH   SOLE   252,000 0 0
PIONEER NAT RES CO COM 723787107   11,064,310 48,200 SH   SOLE   48,200 0 0
PRIMORIS SVCS CORP COM 74164F103   3,273,000 100,000 SH   SOLE   100,000 0 0
QUANTA SVCS INC COM 74762E102   8,418,150 45,000 SH   SOLE   45,000 0 0
RANGE RES CORP COM 75281A109   3,111,360 96,000 SH   SOLE   96,000 0 0
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107   12,032,225 659,300 SH   SOLE   659,300 0 0
SOUTHWESTERN ENERGY CO COM 845467109   1,985,955 307,900 SH   SOLE   307,900 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   7,480,900 17,500 SH Put SOLE   17,500 0 0
SUNRUN INC NOTE 2/0 86771WAB1   4,389,300 6,000,000 SH   SOLE   6,000,000 0 0
SUNRUN INC COM 86771W105   4,996,368 397,800 SH   SOLE   397,800 0 0
TPI COMPOSITES INC COM 87266J104   1,061,060 400,400 SH   SOLE   400,400 0 0
VERMILION ENERGY INC COM 923725105   2,223,556 152,090 SH   SOLE   152,090 0 0