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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   105,402,876 6,911,664 SH   DFND 1,2 6,911,664 0 0
CUSTOM TRUCK ONE SOURCE INC COM CL A 23204X103   159,066,946 25,738,988 SH   DFND 1,2 25,738,988 0 0
ALLEGO N V ORD SHS N0796A100   1,350,000 1,000,000 SH   SOLE   0 0 0
PG&E CORP COM 69331C108   128,458,702 7,124,720 SH   DFND 3,4 7,124,720 0 0
ENVIVA INC COM 29415B103   251,382 252,392 SH   SOLE   0 0 0
CLEAN ENERGY FUELS CORP COM 184499101   9,937,927 2,594,759 SH   DFND 5, 6 2,594,759 0 0
SHENANDOAH TELECOMMUNICATION COM 82312B106   53,020,542 2,452,384 SH   DFND 5, 6 2,452,384 0 0
REX AMERICAN RES CORP COM 761624105   3,099,522 65,529 SH   SOLE   0 0 0