The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| AEHR TEST SYSTEMS | COM | 00760J108 | 1,073 | 143,000 | SH | SOLE | 143,000 | 0 | 0 | ||
| AES CORP | COM | 00130H105 | 2,941 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
| AIR PRODUCTS & CHEMICALS INC | COM | 009158106 | 3,727 | 15,500 | SH | SOLE | 15,500 | 0 | 0 | ||
| ALBEMARLE CORP | COM | 012653101 | 1,672 | 8,000 | SH | SOLE | 8,000 | 0 | 0 | ||
| ALCOA CORP | COM | 013872106 | 1,481 | 32,500 | SH | SOLE | 32,500 | 0 | 0 | ||
| ANSYS INC | COM | 03662Q105 | 2,154 | 9,000 | SH | SOLE | 9,000 | 0 | 0 | ||
| APTIV PLC | SHS | G6095L109 | 1,960 | 22,000 | SH | SOLE | 22,000 | 0 | 0 | ||
| ASPEN AEROGELS INC | COM | 04523Y105 | 1,156 | 117,000 | SH | SOLE | 117,000 | 0 | 0 | ||
| AUTODESK INC | COM | 052769106 | 1,892 | 11,000 | SH | SOLE | 11,000 | 0 | 0 | ||
| BWX TECHNOLOGIES INC | COM | 05605H100 | 4,022 | 73,000 | SH | SOLE | 73,000 | 0 | 0 | ||
| CALIX INC | COM | 13100M509 | 1,536 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
| CAMECO CORP | COM | 13321L108 | 2,123 | 101,000 | SH | SOLE | 101,000 | 0 | 0 | ||
| CANADIAN SOLAR INC | COM | 136635109 | 1,526 | 49,000 | SH | SOLE | 49,000 | 0 | 0 | ||
| CHART INDUSTRIES INC | COM | 16115Q308 | 2,042 | 12,200 | SH | SOLE | 12,200 | 0 | 0 | ||
| CLEARFIELD INC | COM | 18482P103 | 1,673 | 27,000 | SH | SOLE | 27,000 | 0 | 0 | ||
| CONSTELLATION ENERGY | COM | 21037T109 | 1,890 | 33,000 | SH | SOLE | 33,000 | 0 | 0 | ||
| DARLING INGREDIENTS INC | COM | 237266101 | 1,794 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| DEERE & CO | COM | 244199105 | 2,875 | 9,600 | SH | SOLE | 9,600 | 0 | 0 | ||
| DOMINION ENERGY INC | COM | 25746U109 | 3,113 | 39,000 | SH | SOLE | 39,000 | 0 | 0 | ||
| DYCOM INDUSTRIES INC | COM | 267475101 | 1,294 | 13,909 | SH | SOLE | 13,909 | 0 | 0 | ||
| ENOVIX CORP | COM | 293594107 | 1,158 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||
| ENPHASE ENERGY INC | COM | 29355A107 | 1,367 | 7,000 | SH | SOLE | 7,000 | 0 | 0 | ||
| EVERGY INC | COM | 30034W106 | 6,003 | 92,000 | SH | SOLE | 92,000 | 0 | 0 | ||
| FERROGLOBE PLC | SHS | G33856108 | 1,259 | 212,000 | SH | SOLE | 212,000 | 0 | 0 | ||
| FIRST SOLAR INC | COM | 336433107 | 2,180 | 32,000 | SH | SOLE | 32,000 | 0 | 0 | ||
| FISKER INC | COM | 33813J106 | 1,328 | 155,000 | SH | SOLE | 155,000 | 0 | 0 | ||
| FLEX LNG LTD | SHS | G35947202 | 1,561 | 57,000 | SH | SOLE | 57,000 | 0 | 0 | ||
| FLUOR CORP | COM | 343412102 | 2,458 | 101,000 | SH | SOLE | 101,000 | 0 | 0 | ||
| FORD MOTOR CO | COM | 345370860 | 2,026 | 182,000 | SH | SOLE | 182,000 | 0 | 0 | ||
| FRONTIER COMMUNICATIONS PARE | COM | 35909D109 | 2,330 | 99,000 | SH | SOLE | 99,000 | 0 | 0 | ||
| GENERAC HOLDINGS INC | COM | 368736104 | 1,495 | 7,100 | SH | SOLE | 7,100 | 0 | 0 | ||
| GENERAL MOTORS CO | COM | 37045V100 | 2,096 | 66,000 | SH | SOLE | 66,000 | 0 | 0 | ||
| GREEN PLAINS INC | COM | 393222104 | 1,359 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| HARLEY-DAVIDSON INC | COM | 412822108 | 2,026 | 64,000 | SH | SOLE | 64,000 | 0 | 0 | ||
| INFINERA CORP | COM | 45667G103 | 2,010 | 375,000 | SH | SOLE | 375,000 | 0 | 0 | ||
| INFRASTRUCTURE AND ENERGY AL | COM | 45686J104 | 1,526 | 190,000 | SH | SOLE | 190,000 | 0 | 0 | ||
| INNOVIZ TECHNOLOGIES LTD | SHS | M5R635108 | 1,215 | 310,000 | SH | SOLE | 310,000 | 0 | 0 | ||
| INTEL CORP | COM | 458140100 | 2,955 | 79,000 | SH | SOLE | 79,000 | 0 | 0 | ||
| ITRON INC | COM | 465741106 | 2,175 | 44,000 | SH | SOLE | 44,000 | 0 | 0 | ||
| KAR AUCTION SERVICES INC | COM | 48238T109 | 2,319 | 157,000 | SH | SOLE | 157,000 | 0 | 0 | ||
| KIRBY CORP | COM | 497266106 | 2,859 | 47,000 | SH | SOLE | 47,000 | 0 | 0 | ||
| METHANEX CORP | COM | 59151K108 | 2,179 | 57,000 | SH | SOLE | 57,000 | 0 | 0 | ||
| MOSAIC CO | COM | 61945C103 | 1,748 | 37,000 | SH | SOLE | 37,000 | 0 | 0 | ||
| NEXTDECADE CORP | COM | 65342K105 | 1,110 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| NRG ENERGY INC | COM | 629377508 | 3,321 | 87,000 | SH | SOLE | 87,000 | 0 | 0 | ||
| NUSCALE POWER CORP | COM | 67079K100 | 859 | 86,000 | SH | SOLE | 86,000 | 0 | 0 | ||
| NXP SEMICONDUCTORS NV | SHS | N6596X109 | 1,880 | 12,700 | SH | SOLE | 12,700 | 0 | 0 | ||
| PLANET LABS PBC | COM | 72703X106 | 1,299 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| PROTERRA INC | COM | 74374T109 | 1,253 | 270,000 | SH | SOLE | 270,000 | 0 | 0 | ||
| QUIMICA Y MINERA CHIL-SP ADR | ADR | 833635105 | 1,754 | 21,000 | SH | SOLE | 21,000 | 0 | 0 | ||
| SOLAREDGE TECHNOLOGIES INC | COM | 83417M104 | 1,642 | 6,000 | SH | SOLE | 6,000 | 0 | 0 | ||
| STEM INC | COM | 85859N102 | 916 | 128,000 | SH | SOLE | 128,000 | 0 | 0 | ||
| SUNOPTA INC | COM | 8676EP108 | 1,719 | 221,000 | SH | SOLE | 221,000 | 0 | 0 | ||
| TPI COMPOSITES INC | COM | 87266J104 | 1,438 | 115,000 | SH | SOLE | 115,000 | 0 | 0 | ||
| TRITIUM DCFC LTD | SHS | Q9225T108 | 914 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| VISTRA CORP | COM | 92840M102 | 3,290 | 144,000 | SH | SOLE | 144,000 | 0 | 0 | ||
| WOLFSPEED INC | COM | 977852102 | 1,364 | 21,500 | SH | SOLE | 21,500 | 0 | 0 | ||