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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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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AIR PRODS & CHEMS INC COM 009158106   106,536,814 345,607 SH   SOLE   345,607 0 0
BLUE BIRD CORP COM 095306106   11,458,800 1,069,916 SH   SOLE   1,069,916 0 0
CARRIER GLOBAL CORPORATION COM 14448C104   50,780,978 1,231,054 SH   SOLE   1,231,054 0 0
EVERSOURCE ENERGY COM 30040W108   20,531,997 244,895 SH   SOLE   244,895 0 0
FIRST SOLAR INC COM 336433107   188,528,989 1,258,622 SH   SOLE   1,258,622 0 0
FREYR BATTERY SHS L4135L100   18,203,635 2,097,193 SH   SOLE   2,097,193 0 0
GENERAL ELECTRIC CO COM NEW 369604301   109,552,660 1,307,467 SH   SOLE   1,307,467 0 0
MAXEON SOLAR TECHNOLOGIES LT SHS Y58473102   1,064,971 66,312 SH   SOLE   66,312 0 0
NVENT ELECTRIC PLC SHS G6700G107   92,075,521 2,393,437 SH   SOLE   2,393,437 0 0
OCCIDENTAL PETE CORP COM 674599105   19,679,210 312,418 SH   SOLE   312,418 0 0
STANLEY BLACK & DECKER INC COM 854502101   7,845,908 104,445 SH   SOLE   104,445 0 0