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 55,872 240,073 SH   SOLE   240,073 0 0
ALTUS POWER INC COM CL A 02217A102 6,143 557,965 SH   SOLE   557,965 0 0
BLUE BIRD CORP COM 095306106 4,392 525,944 SH   SOLE   525,944 0 0
COTERRA ENERGY INC COM 127097103 37,102 1,420,452 SH   SOLE   1,420,452 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 15,342 431,449 SH   SOLE   431,449 0 0
CONSTELLATION ENERGY CORP COM 21037T109 115,655 1,390,252 SH   SOLE   1,390,252 0 0
EVERSOURCE ENERGY COM 30040W108 24,268 311,287 SH   SOLE   311,287 0 0
FIRST SOLAR INC COM 336433107 156,119 1,180,308 SH   SOLE   1,180,308 0 0
GENERAL ELECTRIC CO COM NEW 369604301 4,783 77,257 SH   SOLE   77,257 0 0
OCCIDENTAL PETE CORP COM 674599105 49,954 812,920 SH   SOLE   812,920 0 0
OTIS WORLDWIDE CORP COM 68902V107 21,096 330,657 SH   SOLE   330,657 0 0
STANLEY BLACK & DECKER INC COM 854502101 14,421 191,747 SH   SOLE   191,747 0 0
SUNPOWER CORP COM 867652406 40,774 1,769,713 SH   SOLE   1,769,713 0 0
TESLA INC COM 88160R101 238,725 900,000 SH Put SOLE   900,000 0 0
EATON CORP PLC SHS G29183103 10,759 80,678 SH   SOLE   80,678 0 0
NVENT ELECTRIC PLC SHS G6700G107 68,345 2,162,118 SH   SOLE   2,162,118 0 0
FREYR BATTERY SHS L4135L100 8,585 602,850 SH   SOLE   602,850 0 0