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   2,600,640 18,000 SH   SOLE   18,000 0 0
ALCOA CORP COM 013872106   3,029,706 89,109 SH   SOLE   89,109 0 0
ALTO INGREDIENTS INC COM 021513106   2,071,281 778,677 SH   SOLE   778,677 0 0
ALTUS POWER INC COM 02217A102   2,081,354 304,737 SH   SOLE   304,737 0 0
AMERESCO INC COM 02361E108   1,675,660 52,910 SH   SOLE   52,910 0 0
ANSYS INC COM 03662Q105   6,523,857 17,978 SH   SOLE   17,978 0 0
ARCOSA INC COM 039653100   6,813,172 82,444 SH   SOLE   82,444 0 0
ASPEN AEROGELS INC COM 04523Y105   2,198,833 139,343 SH   SOLE   139,343 0 0
ATLANTICA SUSTAINABLE INFRASTR SHS G0751N103   4,238,897 197,158 SH   SOLE   197,158 0 0
BALL CORP COM 058498106   4,427,890 76,980 SH   SOLE   76,980 0 0
CALIFORNIA RESOURCES CORP COM 13057Q305   6,118,145 111,890 SH   SOLE   111,890 0 0
CAMECO CORP COM 13321L108   4,956,500 115,000 SH   SOLE   115,000 0 0
CANADIAN SOLAR INC COM 136635109   2,974,587 113,404 SH   SOLE   113,404 0 0
CARLISLE COS INC COM 142339100   4,928,271 15,774 SH   SOLE   15,774 0 0
CF INDUSTRIES HOLDINGS INC COM 125269100   4,770,000 60,000 SH   SOLE   60,000 0 0
CHART INDUSTRIES INC COM 16115Q308   2,940,093 21,566 SH   SOLE   21,566 0 0
CLEAN ENERGY FUELS CORP COM 184499101   1,962,281 512,345 SH   SOLE   512,345 0 0
COHERENT CORP COM 19247G107   2,446,604 56,205 SH   SOLE   56,205 0 0
ENERFLEX LTD COM 29269R105   4,303,378 930,000 SH   SOLE   930,000 0 0
EOS ENERGY ENTERPRISES INC COM 29415C101   856,361 785,652 SH   SOLE   785,652 0 0
FERROGLOBE PLC SHS G33856108   3,580,500 550,000 SH   SOLE   550,000 0 0
FIRST SOLAR INC COM 336433107   3,009,904 17,471 SH   SOLE   17,471 0 0
FLEX LTD SHS Y2573F102   6,161,875 202,294 SH   SOLE   202,294 0 0
FREEPORT-MCMORAN INC COM 35671D857   5,334,106 125,302 SH   SOLE   125,302 0 0
GENERAL ELECTRIC CO COM 369604301   6,077,102 47,615 SH   SOLE   47,615 0 0
GRAFTECH INTERNATIONAL LTD COM 384313508   2,409,000 1,100,000 SH   SOLE   1,100,000 0 0
GREEN PLAINS INC COM 393222104   3,528,455 139,907 SH   SOLE   139,907 0 0
INFINERA CORP COM 45667G103   2,259,789 475,745 SH   SOLE   475,745 0 0
INNOVIZ TECHNOLOGIES LTD SHS M5R635108   1,566,065 618,998 SH   SOLE   618,998 0 0
INTEL CORP COM 458140100   4,495,064 89,454 SH   SOLE   89,454 0 0
ITRON INC COM 465741106   5,268,257 69,769 SH   SOLE   69,769 0 0
KIRBY CORP COM 497266106   6,557,475 83,556 SH   SOLE   83,556 0 0
METHANEX CORP COM 59151K108   4,663,681 98,473 SH   SOLE   98,473 0 0
NET POWER INC COM 64107A105   1,900,436 188,162 SH   SOLE   188,162 0 0
NEXGEN ENERGY LTD COM 65340P106   3,325,000 475,000 SH   SOLE   475,000 0 0
NEXTRACKER INC COM 65290E101   3,432,137 73,258 SH   SOLE   73,258 0 0
ORMAT TECHNOLOGIES INC COM 686688102   5,130,149 67,689 SH   SOLE   67,689 0 0
QUALCOMM INC COM 747525103   5,578,234 38,569 SH   SOLE   38,569 0 0
REPUBLIC SERVICES INC COM 760759100   11,034,293 66,911 SH   SOLE   66,911 0 0
RIVIAN AUTOMOTIVE INC COM 76954A103   2,061,688 87,881 SH   SOLE   87,881 0 0
SHOALS TECHNOLOGIES GROUP INC COM 82489W107   2,119,283 136,376 SH   SOLE   136,376 0 0
SOCIEDAD QUIMICA Y MINERA DE C ADR 833635105   3,629,038 60,263 SH   SOLE   60,263 0 0
STEM INC COM 85859N102   1,330,215 342,839 SH   SOLE   342,839 0 0
STRATASYS LTD SHS M85548101   3,284,400 230,000 SH   SOLE   230,000 0 0
SUNOPTA INC COM 8676EP108   2,401,259 438,987 SH   SOLE   438,987 0 0
TAIWAN SEMICONDUCTOR MANUFACTU ADR 874039100   5,482,152 52,713 SH   SOLE   52,713 0 0
TECK RESOURCES LTD COM 878742204   3,824,167 90,470 SH   SOLE   90,470 0 0
TETRA TECHNOLOGIES INC COM 88162F105   3,390,000 750,000 SH   SOLE   750,000 0 0
VERALTO CORP COM 92338C103   3,525,335 42,856 SH   SOLE   42,856 0 0
VERTIV HOLDINGS CO COM 92537N108   2,625,224 54,658 SH   SOLE   54,658 0 0
VISTRA CORP COM 92840M102   5,389,718 139,920 SH   SOLE   139,920 0 0
WASTE MANAGEMENT INC COM 94106L109   10,965,577 61,226 SH   SOLE   61,226 0 0
WHEATON PRECIOUS METALS CORP COM 962879102   4,527,488 91,761 SH   SOLE   91,761 0 0
WOLFSPEED INC COM 977852102   2,046,058 47,025 SH   SOLE   47,025 0 0