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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

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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
SUNNOVA ENERGY INTL INC. COM 86745K104   72,365,122 6,911,664 SH   DFND 1,2 6,911,664 0 0
CUSTOM TRUCK ONE SOURCE INC COM CL A 23204X103   172,451,220 25,738,988 SH   DFND 1,2 25,738,988 0 0
ALLEGO N V ORD SHS N0796A100   2,220,000 1,000,000 SH   SOLE   1,000,000 0 0
PG&E CORP COM 69331C108   114,921,734 7,124,720 SH   DFND 3,4 7,124,720 0 0
ENVIVA INC COM 29415B103   1,885,368 252,392 SH   SOLE   252,392 0 0
SUNLIGHT FINANCIAL HOLDINGS COM 86738J106   93,496 207,769 SH   SOLE   207,769 0 0
CLEAN ENERGY FUELS CORP COM 184499101   11,053,673 2,594,759 SH   DFND 5, 6 2,594,759 0 0
SHENANDOAH TELECOMMUNICATION COM 82312B106   50,543,634 2,452,384 SH   DFND 5, 6 2,452,384 0 0
REX AMERICAN RES CORP COM 761624105   10,665,260 261,917 SH   SOLE   261,917 0 0