The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| 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 |
| ADIENT PLC | ORD SHS | G0084W101 | 1,971 | 43,601 | SH | SOLE | 43,601 | 0 | 0 | ||
| AES CORP | COM | 00130H105 | 16,163 | 620,000 | SH | SOLE | 620,000 | 0 | 0 | ||
| AMERICAN ELEC PWR CO INC | COM | 025537101 | 12,689 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| APTIV PLC | SHS | G6095L109 | 4,615 | 29,333 | SH | SOLE | 29,333 | 0 | 0 | ||
| CENTERPOINT ENERGY INC | COM | 15189T107 | 9,072 | 370,000 | SH | SOLE | 370,000 | 0 | 0 | ||
| CMS ENERGY CORP | COM | 125896100 | 8,567 | 145,000 | SH | SOLE | 145,000 | 0 | 0 | ||
| DECARBONIZATION PLUS ACQU II | CLASS A COM | 24279D105 | 1,037 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| ENTERGY CORP NEW | COM | 29364G103 | 17,316 | 173,679 | SH | SOLE | 173,679 | 0 | 0 | ||
| EVERGY INC | COM | 30034W106 | 18,129 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| FORD MTR CO DEL | COM | 345370860 | 6,687 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
| GENERAL MTRS CO | COM | 37045V100 | 11,242 | 190,000 | SH | SOLE | 190,000 | 0 | 0 | ||
| MAGNA INTL INC | COM | 559222401 | 7,555 | 81,552 | SH | SOLE | 81,552 | 0 | 0 | ||
| OGE ENERGY CORP | COM | 670837103 | 10,511 | 312,356 | SH | SOLE | 312,356 | 0 | 0 | ||
| PORTLAND GEN ELEC CO | COM NEW | 736508847 | 2,317 | 50,279 | SH | SOLE | 50,279 | 0 | 0 | ||
| PUBLIC SVC ENTERPRISE GRP IN | COM | 744573106 | 10,156 | 170,000 | SH | SOLE | 170,000 | 0 | 0 | ||