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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
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
DEERE & CO COM 244199105   7,192,485 19,059 SH   SOLE   19,059 0 0
EXXON MOBIL CORP COM 30231G102   21,052,817 179,051 SH   SOLE   179,051 0 0
FIRST SOLAR INC COM 336433107   13,220,486 81,815 SH   SOLE   81,815 0 0
HUBBELL INC COM 443510607   10,797,601 34,452 SH   SOLE   34,452 0 0
LAM RESEARCH CORP COM 512807108   17,794,000 28,390 SH   SOLE   28,390 0 0
MICROSOFT CORP COM 594918104   19,136,345 60,606 SH   SOLE   60,606 0 0
NVIDIA CORPORATION COM 67066G104   11,466,771 26,361 SH   SOLE   26,361 0 0
OCCIDENTAL PETE CORP COM 674599105   9,537,295 146,999 SH   SOLE   146,999 0 0
REPUBLIC SVCS INC COM 760759100   26,018,193 182,571 SH   SOLE   182,571 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   15,025,010 172,900 SH   SOLE   172,900 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   18,174,506 488,562 SH   SOLE   488,562 0 0
VISTRA CORP COM 92840M102   14,078,904 424,319 SH   SOLE   424,319 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104   6,431,020 154,629 SH   SOLE   154,629 0 0