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
BLUE BIRD CORP COM 095306106 4,288 465,568 SH   SOLE   465,568 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 86,369 2,422,004 SH   SOLE   2,422,004 0 0
CONSTELLATION ENERGY CORP COM 21037T109 81,250 1,418,960 SH   SOLE   1,418,960 0 0
EATON CORP PLC SHS G29183103 28,711 227,884 SH   SOLE   227,884 0 0
EVERSOURCE ENERGY COM 30040W108 35,391 418,979 SH   SOLE   418,979 0 0
EXXON MOBIL CORP COM 30231G102 43,615 509,281 SH   SOLE   509,281 0 0
FIRST SOLAR INC COM 336433107 3,877 56,900 SH   SOLE   56,900 0 0
GENERAL ELECTRIC CO COM NEW 369604301 43,407 681,755 SH   SOLE   681,755 0 0
NVENT ELECTRIC PLC SHS G6700G107 68,786 2,195,517 SH   SOLE   2,195,517 0 0
OCCIDENTAL PETE CORP COM 674599105 16,661 282,971 SH   SOLE   282,971 0 0
OTIS WORLDWIDE CORP COM 68902V107 35,654 504,514 SH   SOLE   504,514 0 0
STANLEY BLACK & DECKER INC COM 854502101 68,543 653,666 SH   SOLE   653,666 0 0