The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
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
APPLIED MATLS INC COM 038222105   12,090,004 51,231 SH   SOLE   12,090,004 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   10,474,801 10,242 SH   SOLE   10,474,801 0 0
EXXON MOBIL CORP COM 30231G102   8,499,655 73,833 SH   SOLE   8,499,655 0 0
FIRST SOLAR INC COM 336433107   2,728,066 12,100 SH   SOLE   2,728,066 0 0
FLUENCE ENERGY INC COM CL A 34379V103   8,583,300 495,000 SH   SOLE   8,583,300 0 0
HUBBELL INC COM 443510607   9,452,409 25,863 SH   SOLE   9,452,409 0 0
MICROSOFT CORP COM 594918104   4,335,415 9,700 SH   SOLE   4,335,415 0 0
NRG ENERGY INC COM NEW 629377508   5,683,780 73,000 SH   SOLE   5,683,780 0 0
POWELL INDS INC COM 739128106   8,801,032 61,374 SH   SOLE   8,801,032 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   18,121,265 209,325 SH   SOLE   18,121,265 0 0
VISTRA CORP COM 92840M102   6,534,480 76,000 SH   SOLE   6,534,480 0 0