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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
COHERENT CORP COM 19247G107   4,045,405 45,500 SH   SOLE   45,500 0 0
EXXON MOBIL CORP COM 30231G102   5,431,154 46,333 SH   SOLE   46,333 0 0
FIRST SOLAR INC COM 336433107   7,932,192 31,800 SH   SOLE   31,800 0 0
HUBBELL INC COM 443510607   6,666,411 15,563 SH   SOLE   15,563 0 0
POWELL INDS INC COM 739128106   13,208,405 59,500 SH   SOLE   59,500 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   13,232,170 133,000 SH   SOLE   133,000 0 0