The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| AES CORP | COM | 00130H105 | 20,169 | 830,000 | SH | SOLE | 830,000 | 0 | 0 | ||
| APTIV PLC | SHS | G6095L109 | 1,152 | 6,983 | SH | SOLE | 6,983 | 0 | 0 | ||
| ARRAY TECHNOLOGIES INC | COM SHS | 04271T100 | 3,565 | 227,200 | SH | SOLE | 227,200 | 0 | 0 | ||
| CENTERPOINT ENERGY INC | COM | 15189T107 | 4,047 | 145,000 | SH | SOLE | 145,000 | 0 | 0 | ||
| EDISON INTL | COM | 281020107 | 11,603 | 170,000 | SH | SOLE | 170,000 | 0 | 0 | ||
| ENTERGY CORP NEW | COM | 29364G103 | 1,690 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| EXELON CORP | COM | 30161N101 | 10,224 | 177,000 | SH | SOLE | 177,000 | 0 | 0 | ||
| FLUENCE ENERGY INC | COM CL A | 34379V103 | 4,592 | 129,140 | SH | SOLE | 129,140 | 0 | 0 | ||
| GENERAC HLDGS INC | COM | 368736104 | 5,455 | 15,500 | SH | SOLE | 15,500 | 0 | 0 | ||
| GENERAL MTRS CO | COM | 37045V100 | 4,257 | 72,600 | SH | SOLE | 72,600 | 0 | 0 | ||
| MAGNA INTL INC | COM | 559222401 | 2,428 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| NEXTERA ENERGY INC | COM | 65339F101 | 17,272 | 185,000 | SH | SOLE | 185,000 | 0 | 0 | ||
| NRG ENERGY INC | COM NEW | 629377508 | 2,585 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| PG&E CORP | COM | 69331C108 | 14,689 | 1,210,000 | SH | SOLE | 1,210,000 | 0 | 0 | ||
| PLUG POWER INC | COM NEW | 72919P202 | 1,028 | 36,400 | SH | SOLE | 36,400 | 0 | 0 | ||
| SEMPRA | COM | 816851109 | 17,329 | 131,000 | SH | SOLE | 131,000 | 0 | 0 | ||
| SOLAREDGE TECHNOLOGIES INC | COM | 83417M104 | 2,806 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| STEM INC | COM | 85859N102 | 646 | 34,073 | SH | SOLE | 34,073 | 0 | 0 | ||
| SUNNOVA ENERGY INTL INC. | COM | 86745K104 | 1,117 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| SUNRUN INC | COM | 86771W105 | 2,603 | 75,900 | SH | SOLE | 75,900 | 0 | 0 | ||
| VISTRA CORP | COM | 92840M102 | 7,059 | 310,000 | SH | SOLE | 310,000 | 0 | 0 | ||