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
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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
ALBEMARLE CORP COM 012653101   3,393,998 19,960 SH   SOLE   19,960 0 0
ALCOA CORP COM 013872106   2,834,280 97,532 SH   SOLE   97,532 0 0
ALTO INGREDIENTS INC COM 021513106   2,024,585 458,051 SH   SOLE   458,051 0 0
ALTUS POWER INC COM 02217A102   1,947,997 371,047 SH   SOLE   371,047 0 0
AMERESCO INC COM 02361E108   2,643,018 68,543 SH   SOLE   68,543 0 0
ANSYS INC COM 03662Q105   5,988,491 20,126 SH   SOLE   20,126 0 0
ARCOSA INC COM 039653100   6,118,762 85,101 SH   SOLE   85,101 0 0
ARRAY TECHNOLOGIES INC COM 04271T100   2,665,352 120,115 SH   SOLE   120,115 0 0
BALL CORP COM 058498106   4,382,482 88,037 SH   SOLE   88,037 0 0
CALIFORNIA RESOURCES CORP COM 13057Q305   4,343,295 77,545 SH   SOLE   77,545 0 0
CAMECO CORP COM 13321L108   5,137,225 129,597 SH   SOLE   129,597 0 0
CANADIAN SOLAR INC COM 136635109   2,967,474 120,580 SH   SOLE   120,580 0 0
CARLISLE COS INC COM 142339100   3,570,010 13,770 SH   SOLE   13,770 0 0
CF INDUSTRIES HOLDINGS INC COM 125269100   3,951,499 46,087 SH   SOLE   46,087 0 0
CHART INDUSTRIES INC COM 16115Q308   2,590,411 15,317 SH   SOLE   15,317 0 0
CLEAN ENERGY FUELS CORP COM 184499101   2,989,196 780,469 SH   SOLE   780,469 0 0
COHERENT CORP COM 19247G107   1,839,231 56,349 SH   SOLE   56,349 0 0
EMERSON ELECTRIC CO COM 291011104   7,016,197 72,654 SH   SOLE   72,654 0 0
ENERFLEX LTD COM 29269R105   4,584,010 797,941 SH   SOLE   797,941 0 0
EOS ENERGY ENTERPRISES INC COM 29415C101   698,918 325,078 SH   SOLE   325,078 0 0
FERROGLOBE PLC SHS G33856108   3,215,337 618,334 SH   SOLE   618,334 0 0
FIRST SOLAR INC COM 336433107   2,854,811 17,667 SH   SOLE   17,667 0 0
GENERAL ELECTRIC CO COM 369604301   6,219,322 56,258 SH   SOLE   56,258 0 0
GOODYEAR TIRE & RUBBER CO/THE COM 382550101   3,138,575 252,500 SH   SOLE   252,500 0 0
GREEN PLAINS INC COM 393222104   3,912,278 129,976 SH   SOLE   129,976 0 0
HARLEY-DAVIDSON INC COM 412822108   3,920,288 118,581 SH   SOLE   118,581 0 0
INFINERA CORP COM 45667G103   2,418,523 578,594 SH   SOLE   578,594 0 0
INNOVIZ TECHNOLOGIES LTD SHS M5R635108   1,545,478 792,553 SH   SOLE   792,553 0 0
INTEL CORP COM 458140100   2,883,389 81,108 SH   SOLE   81,108 0 0
ITRON INC COM 465741106   4,646,728 76,704 SH   SOLE   76,704 0 0
KIRBY CORP COM 497266106   7,069,050 85,375 SH   SOLE   85,375 0 0
METHANEX CORP COM 59151K108   3,858,713 85,654 SH   SOLE   85,654 0 0
MOBILEYE GLOBAL INC COM 60741F104   2,624,381 63,162 SH   SOLE   63,162 0 0
NET POWER INC COM 64107A105   2,079,965 137,746 SH   SOLE   137,746 0 0
NEXGEN ENERGY LTD COM 65340P106   3,651,013 611,560 SH   SOLE   611,560 0 0
NEXTRACKER INC COM 65290E101   3,242,639 80,743 SH   SOLE   80,743 0 0
OPENLANE INC COM 48238T109   4,574,830 306,624 SH   SOLE   306,624 0 0
QUALCOMM INC COM 747525103   3,252,170 29,283 SH   SOLE   29,283 0 0
REPUBLIC SERVICES INC COM 760759100   10,699,508 75,079 SH   SOLE   75,079 0 0
RIVIAN AUTOMOTIVE INC COM 76954A103   2,151,402 88,608 SH   SOLE   88,608 0 0
SHOALS TECHNOLOGIES GROUP INC COM 82489W107   1,956,856 107,225 SH   SOLE   107,225 0 0
SOCIEDAD QUIMICA Y MINERA DE C ADR 833635105   3,307,210 55,425 SH   SOLE   55,425 0 0
STRATASYS LTD SHS M85548101   3,570,747 262,362 SH   SOLE   262,362 0 0
SUNOPTA INC COM 8676EP108   2,713,922 805,318 SH   SOLE   805,318 0 0
TAIWAN SEMICONDUCTOR MANUFACTU ADR 874039100   4,145,478 47,704 SH   SOLE   47,704 0 0
TETRA TECHNOLOGIES INC COM 88162F105   2,983,371 467,613 SH   SOLE   467,613 0 0
VALE SA ADR 91912E105   3,770,519 281,382 SH   SOLE   281,382 0 0
VISTRA CORP COM 92840M102   6,541,702 197,158 SH   SOLE   197,158 0 0
WASTE MANAGEMENT INC COM 94106L109   11,608,306 76,150 SH   SOLE   76,150 0 0
WOLFSPEED INC COM 977852102   1,690,688 44,375 SH   SOLE   44,375 0 0