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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AIR PRODS & CHEMS INC COM 009158106 45,630 149,970 SH   SOLE   149,970 0 0
BLUE BIRD CORP COM 095306106 8,107 518,366 SH   SOLE   518,366 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 169,937 3,133,054 SH   SOLE   3,133,054 0 0
CF INDS HLDGS INC COM 125269100 7,872 111,215 SH   SOLE   111,215 0 0
EATON CORP PLC SHS G29183103 76,586 443,157 SH   SOLE   443,157 0 0
EVERSOURCE ENERGY COM 30040W108 31,696 348,386 SH   SOLE   348,386 0 0
FIRST SOLAR INC COM 336433107 69,310 795,204 SH   SOLE   795,204 0 0
FIRST SOLAR INC COM 336433107 104,592 1,200,000 SH Call SOLE   0 0 0
FLUENCE ENERGY INC COM CL A 34379V103 14,670 412,529 SH   SOLE   412,529 0 0
GENERAL ELECTRIC CO COM NEW 369604301 44,218 468,067 SH   SOLE   468,067 0 0
GENERAL ELECTRIC CO COM NEW 369604301 102,028 1,080,000 SH Call SOLE   0 0 0
GENERAL MTRS CO COM 37045V100 67,854 1,157,327 SH   SOLE   1,157,327 0 0
NVENT ELECTRIC PLC SHS G6700G107 91,151 2,398,714 SH   SOLE   2,398,714 0 0
OTIS WORLDWIDE CORP COM 68902V107 25,712 295,299 SH   SOLE   295,299 0 0
QUANTUMSCAPE CORP COM CL A 74767V109 2,806 126,458 SH   SOLE   126,458 0 0